Big-3 SVOD Content Arms Race, Second Edition

Analysis and Forecasts: 2019 – 2024

In 2019, the Big-3 SVOD providers, Netflix, Hulu, and Amazon Prime will spend more than $24 billion on content, up 50% since 2017. Over that same time, spending on originals jumped from $3.8 billion to $13 billion, a 242% rise. Why the increased investment? Competition. With new contenders like Disney, Apple, NBCU, and AT&T entering the ring, content – and therefore content spending – is now more king-maker than king.

As a follow-up to our 2017 in-depth coverage of the space, the Big-3 SVOD Content Arms Race, Second Edition: 2019-2024 provides analysis and forecasts of the future of the Big-3 SVOD players, and explores the growing importance of original programming in not only attracting, but retaining, subscribers. The report includes highlights from TDG’s own Q3 2019 primary research, repeating many of the queries contained in the Big-3 SVOD & the Original Programming Arm Race, 2017-2022, as well as new questions on perceived value, price points, frequency of use, and other important topics.

In addition to revisiting prior content spending projections and insights to gauge their accuracy, this report updates forecasts thru 2024, addresses the evolving competitive landscape, and examines some of the major SVOD services that will be hitting the market over the next 12 months.

Key insights include:

  • The rise of U.S. Streaming video revenues through 2024;
  • The break-neck pace of Big-3 original content spending;
  • The drivers behind this spending increase;
  • The who, what, why, and how much of the Big-3 content strategies;
  • The impact on incumbent pay-TV operators;
  • The winners and losers of the content arms race; and
  • Forecasting of content spend through 2024.

Written by Brad Schlachter, an expert with over two decades of digital marketing, advisory, and strategy building experience for multi-platform network, interactive entertainment, and OTT Video players, this report offers dozens of vital data points and key market insights. Analysis that is as important as it is timely.

For more information, please contact sales@tdgresearch.com.

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