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Introduction

This report provides analysis of Ovum’s recently published Telco–OTT Video Partnerships Revenue Forecast: 2017–22, putting a value on the share of premium OTT video revenue transacted via partnership deals between OTT streaming providers and telecoms/TV operators.

Highlights

  • Ovum predicts that revenue derived from bundling deals struck between premium OTT video providers and telecoms/TV operators will grow nearly sixfold, from $798m globally last year to $4.47bn in 2022.
  • As a percentage of total premium OTT video revenue, carrier-billed telco–OTT partnership revenue will also see substantial growth – from 2.1% in 2017 to 7.6% in 2022.
  • Over the next five years, carrier-billed OTT video revenue growth will overshadow that of videogames and app stores, the two principal pillars of the carrier billing market.

Features and Benefits

  • Find out what factors are driving the rapid growth in carrier-billed OTT video revenue.
  • Find out which OTTs and operators are the biggest players in the carrier-billed telco–OTT partnership space.
  • Find out where in the world most deals and most revenue are concentrated in the carrier-billed telco–OTT partnership space.

Key questions answered

  • What are the factors driving the rapid growth in carrier-billed OTT video revenue?
  • Which OTTs and operators are the biggest players in the carrier-billed telco–OTT partnership space?
  • Where in the world are most deals and most revenue concentrated in the carrier-billed telco–OTT partnership space?

Table of contents

Summary

  • In brief
  • Ovum view
  • Recommendations

Telco–OTT video partnerships are becoming the fastest-growing opportunity in carrier-billed media

  • Revenue on the rise
  • Video will outstrip growth of all other OTT media verticals
  • Flurry of partnerships
  • Share of carrier-billed partnerships grows
  • Share of bundling partnerships also grows
  • Mobile carriers take on leading role
  • Mobile is growing, but fixed remains dominant channel
  • High-profile mobile bundling examples
  • Recommendations

Emerging markets lead in carrier-billing deals, but developed ones see most carrier-billed revenue

  • Uneven distribution
  • Emerging-market share to grow
  • Why carrier billing is more prominent in emerging markets
  • Emerging-market SVODs more interested in carrier billing
  • Many SVODs are regionally focused
  • Leading role of emerging-market operators
  • Recommendations

Telco–OTT partnerships capture the lion's share of carrier-billed video revenue

  • Market in transformation
  • App stores also significant factor
  • Meteoric growth at cost of margin
  • Recommendations

Appendix

  • Further reading
  • Author