Newsletter 18th of May
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
New opportunities for advertising as the SVOD market matures?
As of Q1 2022, 60 percent of Swedish households subscribed to at least one paid video streaming service. Following several years of strong growth, Mediavision can now conclude that the number of subscribing households has remained essentially unchanged over the past 12 months. Growth in “stacking” is also diminishing, i.e., the number of subscriptions per paying household. Hence, there are several factors that indicate that the Swedish SVOD market has reached maturity. Simultaneously, advertising supported streaming services are now being launched on a broad scale. Mediavision believes that consumer’s appetite for free services is likely to increase henceforth.
Read up on the full press release here, with commentary from Mediavision’s CEO Marie Nilsson.
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
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:
- 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.
- Disney Plus: 137.7 million
Adding 7.9 million subs from the prior quarter, the House of Mouse closes the gap to Netflix.
- 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.
- Hulu: 45.6 million
- Paramount Plus: 39.6 million
- Discovery Plus: 24 million
- ESPN Plus: 22.3 million
- Peacock: 13 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
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
- Danish NRJ and Bauer compete for national FM-network
- 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
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