Lösenordsdelning för betalda streamingtjänster har blivit ett växande problem i takt med att marknaden mognat. I Norden, liksom på andra marknader, har flera åtgärder vidtagits för att motverka denna utveckling. Dock är problemet utbrett och trots ansträngningar delas över tre miljoner betalda streamingabonnemang i Norden, med endast en marginell minskning på cirka 250 000 prenumerationer under det senaste året.

 

Lösenordsdelning är ett ämne som har fått mycket uppmärksamhet det senaste året. Även i Norden har streamingtjänster kommunicerat avsikter att begränsa lösenordsdelning. Enkelt uttryckt är deras önskan att få betalt för alla användare som konsumerar innehåll på deras plattform. Och när marknaden mognar behöver tjänsterna hitta nya sätt för att öka tillväxten. Det finns en betydande potential i att omvandla delare till betalande kunder.

 

Vissa tjänster har redan tillämpat en hårdare strategi, och många tjänster planerar att införa striktare regler inom kort. Hittills har resultatet varit en minskning på 10 procent av delade abonnemang sedan våren 2023.

 

Potentialen är det som lockar. En konvertering av alla delade abonnemang skulle innebära en tillväxt på tre miljoner nya betalande abonnemang i Norden. Teoretiskt sett skulle det innebära en omsättningsökning – sett över hela Norden – på någonstans mellan EUR 200–300 miljoner.

 

Men det finns anledningar att ifrågasätta ett sådant starkt resultat. Många hushåll skulle troligen välja att inte prenumerera om de tvingas betala för ett helt abonnemang, eller välja ett annat billigare alternativ med reklam.

 

– Vi kan förvänta oss ytterligare ansträngningar från branschen för att bekämpa lösenordsdelning, kommenterar Fredrik Liljeqvist, senior analytiker på Mediavision. Strängare regler kommer sannolikt att hjälpa till att driva tillväxten för betald streaming, även om ökningen troligen inte når tre miljoner nya fullständiga abonnemang. Utfallet är osäkert, eftersom även lägre prissatta paket med reklam kommer att spela in. Vi kan se att hybridpaket med både konsumentbetalning och reklam börjar hitta en bredare publik här i Norden. För många hushåll kan detta vara ett sätt att gå från att låna, till att bli en betalande prenumerant, men det kan också innebära att dagens fullständiga prenumeranter väljer ett billigare alternativ.

 

Welcome to Mediavision’s newsletter! With Midsummer coming up this week, Mediavision’s newsletter will take a break for the summer. We will be back in August, but until then, we wish you a fantastic summer!

These are the main topics this week:

  • Viaplay launches HVOD offer in Denmark
  • Tiktok’s new ad product is AI influencers
  • Nordic Hacking Hate wins Best Documentary Feature at Tribeca

VIDEO

Viaplay launches HVOD offer in Denmark

 

Several streaming services have launched cheaper ad-supported tiers in the Nordics lately, e.g. Skyshowtime and Max this spring. Now Viaplay in Denmark is joining, with the launch of an HVOD alternative.

 

Yesterday, Viaplay launched an HVOD offer named Films & Series with advertising. The new package has the same supply of films, series and children’s content as the non-ad Films & Series package. Content for children remains ad-free. Also, the subscribers of the ad-supported tier cannot download content, which the ad-free Films & Series package allows for.

 

Viaplay states that the new tier holds fewer commercial minutes per hour than its’ traditional TV does. In the online version, content being shorter than 20 minutes will start with one block but has no commercial breaks. A film or series of one hour will normally hold 2 to 3 advertising breaks, however, Viaplay states that the number of ads may vary.

 

 

Viaplay Films & Series with ads costs DKK 99 per month, which is DKK 50 less then the ad-free Film & Series package (DKK 149 per month). Viaplay also offers a launch deal with the first two months at a 50 percent discount (DKK 49 per month).

 

So far, the HVOD offering is only available in Denmark. However, we expect a wider launch in the Nordics soon as this was one of the main topics at the company’s latest quarterly presentation.

Insight: Nordic TV & Streaming

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

 

EURO 2024 kicks off with high viewing figures in Europe

 

Denmark’s opening Euros match topped the country’s ratings

 

Tiktok launches video series with musicians

 

Freemantle to launch 25 FAST channels in new Pluto TV deal

 

ADVERTISING

Tiktok’s new ad product is AI influencers

 

On Monday, social media platform Tiktok announced a new product for ads and branded content on the platform. The new feature is called Digital Avatars, which are human-like avatars, designed to represent a creator or a brand spokesperson. According to Tiktok, “avatars can help scale and globalize branded content with a personalized, human feel and wide variety of gestures, expressions, nationalities, ages and languages.”

 

 

Brands can choose pre-built, and custom avatars. The pre-built avatars are called stock avatars which illustrates global creators from a diverse range of backgrounds, nationalities, and can speak in over 30 languages. The other option is custom avatars which is made to represent a creator or a brand spokesperson with multi-language abilities. Brands can build their own custom avatars with their brand IP, which Tiktok states will give “creators and marketers the control and power to scale their likeness and brand.” You’ll find a video of an example avatar here.

 

The new features will be available as part of the company’s suite of ads solutions powered by generative AI called Tiktok Symphony, which was launched in May. Tiktok also announced a new feature called AI dubbing tool, which allows creators and brands to translate their content into 10 different languages, including English, Japanese, and Spanish. The feature automatically detects the language in a video, and then transcribes and translates it, to produce a dubbed video in the preferred language.

 

Meta postpones AI training after criticism

 

Spotify presents new podcast with Alexander Skarsgård

 

Berlingske gets extra millions from a special support scheme

 

Spotify hit with FTC complaint by songwriters association

 

CONTENT

Nordic Hacking Hate wins Best Documentary Feature at Tribeca

 

The Tribeca Film Festival ended last week. One of the event’s most honorable prizes was awarded to a Nordic co-production. The honor of “Best Documentary Feature” went to Hacking Hate, a co-production between Denmark, Norway, Sweden. The film was supported by Nordisk Film & TV Fond. Simon Klose is the director of the film, and the producer is Elin Kamlert for the Swedish production company Nonami.

 

The jury statement reads: “The documentary jury awards a film that bravely and fearlessly investigates the misuse of the internet to encourage hate and bias by allowing media giants to profit and foster the continuation of the outrage. On trial are First Amendment freedoms that have been violated for profit.”

 

Other Nordic productions recognized at the festival include the Swedish Budō, which received a special jury mention for animated short film. Additionally, the Danish co-produced Made in Ethiopia received a special jury mention for documentary feature, as well as Swedish co-produced Samia, with a special jury mention for international narrative feature.

Content Analysis

This analysis maps and analyses all on-demand content available on streaming services in the Nordics and its impact on consumption, actors, and market dynamics. It focuses on the interplay between  supply and demand and thus provides a solid foundation for decision-making within content strategy and related areas.

Mediavision in the News

”Content – den evige kingen” – Dagens Media

 

Norge på topp på strømming, men globale aktører løper ifra – Medier24

 

Pirat-tv ökar i Norden – fem miljoner tittar illegalt – SVT Nyheter

 

Piratforbrug af film, serier og sport steg med otte pct. i 2023 – Mediawatch

 

Pirat-tv ökar i Norden: ”Sverige har en tradition” – Sveriges Radio

 

Ti prosent av norske hjem strømmer ulovlig ifølge ny undersøkelse – Kampanje

 

Ny rapport: Ti prosent av norske husstander strømmer sport ulovlig – Dagsavisen

 

Kampen om tittarna hårdnar – nu startar streamingtjänsten Max – Aftonbladet

 

När satsar Spotify på ljudböcker? – Svensk Bokhandel

 

Skräcksiffra för branschen: Tre miljoner delar konton – Dagens industri

 

Kampanj ska lyfta problemet med illegala streaming – Dagens Media

 

Big windfall ahead if Nordic streamers can defeat password sharing – C21 Media

Industry Events

 

Northern Waves: 24th October, Oslo, Norway**

 

Stockholm Film Festival: 6-17th November, Stockholm, Sweden

 

* Mediavision will attend
** Mediavision will present