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Part of the Media & Entertainment Service Area Package A unique service bringing the worldwide content business into focus. In-depth coverage of the full spectrum of operators and business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming Intelligence Service Content has become a key battleground not just for broadcasters and studios but, increasingly, service providers and technology companies Tim Westcott Senior Research Manager Channels & Programming Intelligence Service| MSME-101672

Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

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Page 1: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Part of the Media & Entertainment Service Area PackageA unique service bringing the worldwide content business into focus. In-depth coverage of the full spectrum of operators and business models, from free-to-air broadcasters though to pay TV channels and online platforms.

Channels & Programming Intelligence Service

Content has become a key battleground not just for broadcasters and studios but, increasingly, service providers and technology companies

Tim WestcottSenior Research Manager

Channels & Programming Intelligence Service| MSME-101672

Page 2: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

HOW OMDIA HELPS YOU KEY QUESTIONS ADDRESSED

PRODUCT OVERVIEW

• Datasets cover annual programming spend for largest groups worldwide, across 90 countries.

• Commentaries and insight reports examining at markets, strategies and trends

• Analyst access to dive deeper into research data, and specific areas of client’s interest

• Understand dynamics of changing content catalogs by market and provider

• What do the top groups spend on programming, and what share do they spend on original versus acquired programming? What do they invest on sport?

• Who owns key sports rights, and what are the key studio deals for movie and TV programming?

• What are sports rights worth by market and by property/sport?

• How are on demand catalogs changing by country and provider?

Channels & Programming Intelligence ServicePart of the Media & Entertainment Service Area Package

Page 2

Worldwide media companies: top ten by 2019 programming expenditure ($bn)

© 2020 OmdiaSource: Omdia Channels & Programming Intelligence

20.8 20.5

16.1

10.0

6.4 6.0 5.0 4.7 4.0 3.9

Disney NBC AT&T Netflix CBS Amazon Fox Corp NHK Baidu Discovery

Channels & Programming Intelligence Service| MSME-101672

Page 3: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

PRODUCT OVERVIEW

Channels & Programming: Deliverables

ANALYST INSIGHTS—Ongoing—

Analyst commentary on market developments impacting on our datasets.

DATABASES—Ongoing—

Programming Spend DatabaseMovie & Sports Rights Database

Page 3

REPORTS—Ongoing—

Original Online ProductionWorldwide TV Production

PRESENTATIONS—Ongoing—

Slide decks presented by our analysts at industry conferences.

ANALYST ACCESS—Ongoing—

For prompt responses to urgent and unique questions.

Channels & Programming Intelligence Service| MSME-101672

Page 4: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

PRODUCT OVERVIEW

Channels & Programming: Data Segmentations

Page 4

Key Data Sets

Global groups covered across of all their markets: • A&E Networks, Amazon, AMC Networks , AT&T, BBC, Canal

Plus, CME, Discovery, HBO, Mediaset, Naspers, NBC Universal, Netflix, ProSiebenSat.1, RTL Group, Sky, Sony Pictures, Starz, Telefonica, Televisa, Turner, TV4, ViacomCBS, Walt Disney Co, Zee

Countries covered:• Europe (France, Germany, Italy, Spain, UK, Bulgaria, Czech Republic,

Denmark, Finland, Hungary, Austria, Ireland, Netherlands, Norway, Poland, Portugal, Romania, Russia, Sweden, Switzerland

• Americas (Canada, US, Argentina, Brazil, Chile, Mexico)• Asia Pacific (Australia, China, India, Japan, New Zealand, South Korea)• MEA• South Africa

RevenuesSegmented into

advertising, subscription and

public

Programming spend

Segmented into original, acquired

and sport

DistributionAvailability of channels and

services (free and paid)

RightsKey sports and

movie/TV rights agreements

Company & Country Coverage

Channels & Programming Intelligence Service| MSME-101672

Page 5: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

PRODUCT OVERVIEW

Channels & Programming: Reports & Analysis

Page 5

Key Analysis Areas

Recent reports and analysis:

• European football leagues resume after COVID-19 break• Video On Demand Titles Analysis Report Series - US• China's iQIYI reports 35% jump in membership services revenue in Q1• Channel Revenues & Programming Expenditure Report - Full Year

2019• Direct-to-Consumer (D2C) & Online Video Market Report Series• COVID-19 Impact on Advertising - 2020• Fox to buy Tubi for $440 million, increasing its direct-to-consumer

digital reach• Original Online Production Report - 2020• Brexit Effect on Channel Licensing Report - 2020• Peacock’s advertising strategy focuses on ad-tech innovation to carve

out a valuable niche• DAZN company profile

Reports and Market Monitors

Commentaries, insight reports and trackers covering key areas including:

• Companies (mergers and acquisitions, market share changes, evolving strategies)

• Markets (country profiles, emerging markets)Macro-trends and developments (COVID-19, D2C, Brexit)

• Programming (investments, original production by online and linear players, acquisition markets, content line-ups, genres)

• Sports (rights deals, league and rights holder strategies)Trends and emerging services (eSports, D2C, MCNs)

Channels & Programming Intelligence Service| MSME-101672

Page 6: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

PRODUCT OVERVIEW

Related Content: Media & Entertainment Service Area Coverage

Page 6

Service Area Package: Media & Entertainment

TV & OnlineIntelligence Service

Music & Digital AudioIntelligence Service

AdvertisingIntelligence Service

GamesIntelligence Service

Addressable Consumer Devices Intelligence Service

Channels & ProgrammingIntelligence Service

CinemaIntelligence Service

Media and Entertainment Viewpoint Service

About Omdia’s Media & Entertainment Research

Omdia’s Media & Entertainment portfolio provides forecasts, consumer survey data, competitive analysis and qualitative insights about the world’s largest, fastest-growing and dynamic markets. The team’s coverage provides a joined-up view of unrivalled depth and breadth across the sector’s most important geographies, technologies and companies.

Clients receive access to a team of over 35 analysts, each with specialized expertise and organized to address critical intersections in the rapidly converging media and entertainment market. The team is supported by an array of Omdia colleagues specializing in adjacent domains, such as mobile, broadband, devices, cloud, digital consumer services and media delivery.

Consumer Research Spotlight

Games Spotlight

WTVIS Spotlight

Channels & Programming Intelligence Service| MSME-101672

Page 7: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

PRODUCT OVERVIEW

Our “Ask an Analyst” Service Provides Best in Class Customer SupportWhether you need guidance to navigate the service, information regarding our methodologies or you want to better understand a data trend, Omdia’s support team is here to help.

Draw on our expertise• Make the right decisions

• Sanity-check your own findings

• Get the most out of your subscription

• Understand more about our methodologies

Tom CoateCustomer Success Manager

Kâren DyerCustomer Success Manager

Our Ask an Analyst service gives you direct contact via telephone, email or face-to-face session with our expert analyst team:

96%of our customers rate

our service as Excellent or Very Good

Page 7 Channels & Programming Intelligence Service| MSME-101672

Page 8: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Overview of the ‘TV & Movie Content Tracker’, a bonus monthly tracker provided for subscribers of Channels & Programming Intelligence Service

Appendix 1

Channels & Programming Intelligence Service| MSME-101672

Page 9: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

Page 9

TV & Movie Content Tracker On demand content analysis

A monthly Excel tracker examining film and TV series content of subscription-video-on-demand services

• Number of titles and hours of movies and TV series per platform.

• Country of origin and original language.

• Definition (sd, hd, 4k)

• Year of release

• Countries covered: US, Canada, France, Germany, Italy, Spain, UK, Russia, India, Japan, South Korea, Brazil, Mexico

• Regular reports and insights highlighting key changes and developments

Sample Table

How do the offerings of Amazon and Netflix measure up?

Channels & Programming Intelligence Service| MSME-101672

Page 10: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Overview of the JustWatch VoD API

Offered through our partner, JustWatch, for an additional investment Omdia customers can track title specific metrics by provider via API feed. Options across 46 countries, with 800 streaming services covered and 5 years of historic data

Appendix 2

Channels & Programming Intelligence Service| MSME-101672

Page 11: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

With over 15M monthly users, JustWatch is the biggest VOD decision-making platform for movies and TV shows worldwide

JustWatch: The biggest VOD decision-making platform

Page 11 Channels & Programming Intelligence Service| MSME-101672

Page 12: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

800+streaming services integrated into the

platform

46countries

5years of historic

catalog and content popularity data

JustWatch in numbers

Page 12 Channels & Programming Intelligence Service| MSME-101672

Page 13: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

Sophisticated content scraping and matching infrastructure with over 800 custom plugins.

Collecting availability data since February 2015 with daily updates for every service.

Historic availability and pricing data available

Use cases:• Monitor competitive catalogs • Chart activities of current and potential

partners• Perform price/elasticity analysis• Gain insight into content popularity

JustWatch availability and pricing database

Page 13 Channels & Programming Intelligence Service| MSME-101672

Page 14: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

Services per Country

United States 122Germany 49Canada 40United Kingdom 35Australia 30Austria 29France 29Switzerland 27India 26Ireland 23Spain 22Italy 21Mexico 20

Services per Country

Denmark 19Finland 19Netherlands 19New Zealand 19Norway 19Sweden 19Brazil 17Indonesia 14Poland 14Portugal 14Russia 14Japan 13+ 21 more countries

Type Unique Services

SVOD 194

AVOD 23

EST/TVOD 24

Across all countries 808

Available VOD services by type and country

Page 14 Channels & Programming Intelligence Service| MSME-101672

Page 15: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

Additional Information

box office (US $) ✓global box office (US $) ✓IMDB/TMDB ID ✓main cast ✓director ✓studio ✓

more on request

General Information

title ✓streaming service ✓content type ✓duration (in min) ✓genre ✓age rating (PG) ✓original language ✓production country ✓release year ✓available in SD/HD/4K ✓

Available data points for movies and TV shows

Page 15 Channels & Programming Intelligence Service| MSME-101672

Page 16: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

Content popularity charts are available by:

• Countries: 46

• Type: Movie/TV Show

• Date: Daily, Weekly, Monthly

JustWatch Streaming ChartsIT Feb/March 2020

Rank CW 08 CW 09 CW 10

1 ▲ Game of Thrones ▲ Hunters ▲ I Am Not Okay with This

2 ▲ L'amica geniale ▲ Casual ▼ Hunters

3 ▲ Homeland ▼ Game of Thrones ▲ The Sinner

4 ▲ Narcos: Mexico ▼ L'amica geniale ▲ The Good Place

5 ▲ The Good Doctor ► The Good Doctor ▲ Altered Carbon

6 ▲ Mr. Robot ► Mr. Robot ▲ Ash vs Evil Dead

7 ▲ Vikings ▲ Spectros ▲ Better Call Saul

8 ▲ The Leftovers ▲Babies ▲ The Trials of Gabriel Fernandez

9 ► Star Trek: Picard ▼ Homeland ▲ Westworld

10 ▼ Westworld ▲ Lucifer ▼ Mr. Robot

Content popularity

Page 16 Channels & Programming Intelligence Service| MSME-101672

Page 17: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

Our JustWatch BI team can create custom data reports across all providers from all 40 countries with many additional quality metadata points to categorize content.

The data reaches as far back as 2015. Examples of reports are:

• Catalog overviews of certain streaming services

• Quarterly overview reports to show catalog changes over time

• Historic development per country

Custom data reports

Page 17 Channels & Programming Intelligence Service| MSME-101672

Page 18: Channels & Programming Intelligence Service · 2020. 12. 10. · business models, from free-to-air broadcasters though to pay TV channels and online platforms. Channels & Programming

Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC

APPENDIX

We built a partner API for flexible use cases. Our content API can be used for:

• Competitive intelligence and price monitoring with a daily update cadence

• B2B SaaS and market research tools

• Consumer product partnerships

JustWatch API

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@OmdiaHQ | omdia.com

ABOUT OMDIA

Omdia is a global technology research powerhouse, established following the merger of the research division of Informa Tech (Ovum, Heavy Reading, and Tractica) and the acquired Omdia technology research portfolio*. We combine the expertise of more than 400 analysts across the entire technology spectrum, covering 150 markets. We publish over 3,000 research reports annually, reaching more than 14,000 subscribers, and cover thousands of technology, media, and telecommunications companies.Our exhaustive intelligence and deep technology expertise enable us to uncover actionable insights that help our customers connect the dots in today’s constantly evolving technology environment and empower them to improve their businesses–today and tomorrow.* The majority of Omdia technology research products and solutions were acquired by Informa in August 2019 and are now part of Omdia.

CONNECT WITH US

Customer SuccessE: [email protected]

SALESUS: +1 (212) 652 5335APAC: +61 (0)396 016 700EMEA: +44 (0)7771 980 316

Channels & Programming Intelligence Service| MSME-101672