Themes 2020

Video

In what way is video both new and early?

The battle for the living room is still early in what could be a Thirty Years War in the shift away from traditional linear consumption. We expect the overall video subscription market to reach $121 billion by 2024, representing only modest revenue growth, even as consumers devote increasing time to video consumption. The growing competition for market share puts significant pressure on OTT platforms that lack global scale, while increases in content spend dilute margin for traditional media companies. Platforms such as Amazon and Apple may be insensitive to rising content costs as they use video to retain and grow their core businesses, potentially covering the cost of OTT investments over time.

What we’re watching:

  • Content spend
  • Margins
  • Viability of OTT models among traditional media players
Themes 2020

15 Themes to Focus on 2020: A Handbook for Portfolio Managers

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$11B

Estimated Amazon global cash content spend in 2024

17%

Estimated OTT video subscription CAGR 2019–2024

26%

Cowen Internet/new media tracker survey respondents using Netflix as primary means of watching video content on TV

2.7%

Estimated linear video consumption revenue CAGR 2019–2024

Research

Navigating Operational Due Diligence In The Time Of Covid-19

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Cowen Investment Banking

Investment Banking First Half 2020

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Video
Ahead of the Curve®

Retail’s Modernization Imperative – Video

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Events

Boston, MA

Nov 30, 2020

3rd Annual Boston Cannabis Conference

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National Harbor, MD

Nov 13, 2020

4th Annual Immuno-Oncology Next Summit

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Virtual

Oct 15, 2020

2020 MedTools Conference

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