Themes 2020

Video

Consumer Sector Icon
Technology, Media & Telecom Sector Icon

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

Download the Handbook
$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

A Strategic Review Of The State Of The Capital Markets In Q4 2022 & A Look Toward 2023

Read More >
Representing the shift to cloud technology is a blue network foregrounding the blue webscape that is the internet.
Ahead of the Curve®

Telco vs. Cloud and Private Networks

Read More >
Video
Representing IT services, and Identity and Access Management is a blue network foregrounding the blueish and yellow surface of a computer chip containing a finger print.
Ahead of the Curve®

Despite Macro, Identity & Access Management Remains Resilient

Read More >

Events

New York, NY

Jun 06, 2023

7th Annual Future of the Consumer Conference

Learn More >
Boston, MA

Mar 06, 2023

43rd Annual Health Care Conference

Learn More >
Arlington, VA

Feb 15, 2023

44th Annual Aerospace/Defense & Industrials Conference

Learn More >