Newsletter 18th of May

NYHETSBREV

18 May 2022

This week, we focus on the following topics:

  • New opportunities for advertising as the SVOD market matures
  • Quarterly update on the US Streaming Championship
  • Headlines of the week – Audio edition

Insikt: TV & Streaming 

This analysis covers both the and TV- and streaming market in Sweden. It rests on three pillars: the consumers, the market, and the actors. Analysing the consumers takes us far – but not all the way. Studying the actors and the market as a whole is just as important.

Pluto TV is now live in Sweden, Denmark, and Norway

 

Disney Plus’ total ad load to be limited to 4 min an hour

 

Netflix explores live streaming for entertainment formats

 

Warner Bros. Discovery and BT confirm sports joint venture

 

EARNINGS REPORTS 

Quarterly update on the US Streaming Championship

 

Disney reported on its fiscal Q2 2022 last week – and with that, all the major streaming players from the US have presented their subscriber counts for the first time this year. Here’s how they rank:

 

  1. Netflix: 221.6 million
    Remains the market leader despite disappointing results in Q1 2022 – where the company lost 200’ subscribers YOY, compared to the expected gain of 2.7 million.
  2. Disney Plus: 137.7 million
    Adding 7.9 million subs from the prior quarter, the House of Mouse closes the gap to Netflix.
  3. HBO Max: 76.8 million
    Combined with the HBO streaming service, HBO Max holds the third position with a clear gap to the rest of the streamers not placing on the podium, so to speak.
  4. Hulu: 45.6 million
  5. Paramount Plus: 39.6 million
  6. Discovery Plus: 24 million
  7. ESPN Plus: 22.3 million
  8. Peacock13 million paid/ 28 million active accounts (ad-supported)

NB: Amazon Prime Video and Apple TV Plus do not provide breakout figures, but is expected to have more than 200 million, and about 25 million subscribers, respectively.

 

 

AMC acquires rights to create series about Finnish video game

 

Warren Buffett reveals USD 2.6 billion investment in Paramount

 

YouSee raises prices of streaming services in “Bland Selv” packages

 

Warner Bros. Discovery’s Danish series DOPAMIN sold abroad

 

AUDIO 

Headlines of the week

 

    • Swedish composers to be compensated for music on TikTok

 

    • Acast reports on Q1 earnings – revenues grew 51% year over year

 

    • Apple discontinues its last iPod model

 

 

    • Storytel Books halts new books on Nextory due to lower compensations…

 

    • …but Nextory rejects allegations of reduced compensations
    • Spotify promotes top executive in move to strengthen global sports strategy

Insight: Nordic Media & Markets

Mediavision’s Insight: Nordic Media & Markets tracks the progress of individual and household payments per service and actor, as well as overall media expenditures. The primary focus is mapping out the allocation of expenditures across audio, video, text, and access. Published bianually.

 

 

Amazon Freevee launches on Apple TV

 

Switzerland votes in favour of ‘Lex Netflix’ law

 

France set to abolish annual TV licence household charge

 

Apple allows apps to increase prices – without notifying subs

 

Mediavision in the News

 

Halvdelen af svenskerne lytter til podcast – Media Watch

 

Swedish SVOD growth flatlining, says Mediavision – Digital TV Europe

 

Millionen lydbokabonnenter – Bok365

 

Hälften av svenskarna lyssnar på podd under en vecka – Journalisten

 

Fler än 1 miljon svenska hushåll har ljudboksabonnemang – Boktugg

 

Allt fler lyssnar på ljudböcker  Svenska Dagbladet 

 

Streamingmarknaden går in i en ny fas – här är utmaningarna – Dagens Media 

 

Ny strömningstjänst till Sverige – men marknaden bromsar in – SVT

Industry Events

 

TV-Dagen: 19 May 2022, Stockholm, Sweden**

 

Connected TV World Summit: 24-25 May 2022, London, UK

 

NEM Dubrovnik: 6-9 June 2022, Dubrovnik, Croatia

 

MIPJunior: 15-16 October 2022, Cannes, France

 

MIPCOM: 17-20 October 2022, Cannes, France

 

* Mediavision will attend
** Mediavision will present