VIDEO-ON-DEMAND – AUSTRALIA

Free TV miffed by government’s iceberg of policy in a sea of nothing

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Original article by Max Mason
The Australian Financial Review – Page: 9 : 15-Apr-19

Free TV Australia CEO Bridget Fair has criticised the federal government’s failure to relax the content requirements of traditional broadcasters after nearly six years in office. She was responding to its decision to allow streaming video companies to access tax offsets for content that is filmed in Australia. Traditional broadcasters remain subject to quotas for content such as children’s programs and adult dramas. Fair contends that such quotas do not reflect changes in viewing habits.

CORPORATES
FREE TV AUSTRALIA LIMITED, AUSTRALIA. DEPT OF COMMUNICATIONS AND THE ARTS, NETFLIX INCORPORATED, STAN ENTERTAINMENT PTY LTD, AMAZON PRIME VIDEO, TEN ALL-ACCESS

Apple TV+ targets market of over 17 million Aussies

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Original article by Roy Morgan
Market Research Update – Page: Online : 8-Apr-19

Research by Roy Morgan shows that the potential market for the Apple TV+ streaming video service is huge, given that over 17 million Australians aged 14+ (83.4%) currently access streaming video services or own Apple-branded devices. This includes 14.7 million Australians (71.8%) who already use streaming video services such as Netflix, Stan, ABC iView and others who would be interested in the Apple TV+ streaming service, as well as nearly 11.7 million Australians (57%) who own Apple devices. Analysing this potential market by Generation shows the biggest potential for Apple TV+ is with the 4.6 million Millennials who use streaming services or use an Apple device capable of streaming. This is closely followed by the over 4 million members of Gen Z and just under 4 million members of Gen X who use streaming services or use an Apple device capable of streaming.

CORPORATES
ROY MORGAN LIMITED, APPLE INCORPORATED, APPLE TV+, NETFLIX INCORPORATED, STAN ENTERTAINMENT PTY LTD

Room for other streamers but not at scale-player level, says Stan

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Original article by Andrew White
The Australian – Page: 24 & 26 : 1-Apr-19

Brian Han of Morningstar estimates that market penetration of subscription video-on-demand services in Australia is probably still below 50 per cent, although he says this will grow. Apple and Disney are expected to launch SVOD services in Australia, but Stan CEO Mike Sneesby says any new entrants to the market will need to make a big investment in content if they are to compete against established players. Sneesby adds that Stan boasts 1.5 million active subscribers.

CORPORATES
STAN ENTERTAINMENT PTY LTD, APPLE INCORPORATED, WALT DISNEY COMPANY, NETFLIX INCORPORATED, MORNINGSTAR PTY LTD, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, FAIRFAX MEDIA LIMITED, STARZ ENTERTAINMENT GROUP LLC, SHOWTIME, 21ST CENTURY FOX INCORPORATED, TEN NETWORK HOLDINGS LIMITED, CBS CORPORATION, 10 ALL ACCESS, AMAZON.COM INCORPORATED, TELSYTE PTY LTD, LIONS GATE ENTERTAINMENT CORPORATION

Netflix surges beyond 11 million users in Australia

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Original article by Roy Morgan
Market Research Update – Page: Online : 19-Mar-19

A Roy Morgan Single Source survey shows that nearly 14 million Australians aged 14+ now have access to some form of Pay TV/Subscription TV, up 11.8% on a year ago. Netflix has continued to lead the growth of Subscription Video on Demand services, with over 11.2 million Australians having a Netflix subscription in their household in the three months to February 2019, up by 25.2% on a year ago. Meanwhile, Stan is now accessible by over 2.6 million Australians, up 45.2% on a year ago. YouTube Premium (formerly YouTube Red) now has over 1.2 million users, up 31.9% on a year ago, and Fetch now has nearly 760,000 users, up by 9% on a year ago. However, the largest increase was for Amazon Prime Video, which more than doubled its user base over the last year, to over 570,000.

CORPORATES
ROY MORGAN LIMITED, NETFLIX INCORPORATED, STAN ENTERTAINMENT PTY LTD, YOUTUBE PREMIUM, FETCHTV PTY LTD, AMAZON PRIME VIDEO

Video-on-demand surges

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Original article by Lilly Vitorovich
The Australian – Page: 26 : 4-Mar-19

New data shows that Australians viewed 2.9 billion minutes of TV programs and movies via broadcast video-on-demand platforms in February 2019, compared with two billion minutes during the same month in 2018. The figures also show that there was a 41 per cent increase in the number of viewers who watched a program live, while the number who watched content when it suited them rose by 44 per cent year-on-year. ThinkTV CEO Kim Portrate says BVOD is more effective for advertisers than other social video platforms, and she notes that 500 advertisers opted to use BVOD for the first time in 2018.

CORPORATES
THINK TV, SEVEN NETWORK LIMITED, NINE NETWORK AUSTRALIA LIMITED, TEN NETWORK HOLDINGS LIMITED, AUSTRALIAN BROADCASTING CORPORATION, SPECIAL BROADCASTING SERVICE (SBS), FOXTEL MANAGEMENT PTY LTD, 9NOW, 7PLUS, 10 PLAY, UNIVERSITY OF ADELAIDE, SEVEN WEST MEDIA LIMITED – ASX SWM, FOX SPORTS AUSTRALIA PTY LTD, MULTI CHANNEL NETWORK PTY LTD, NEWS CORP AUSTRALIA PTY LTD, NEWS CORPORATION – ASX NWS, CBS CORPORATION

Stan tipped for subscriber lift from Disney deal

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Original article by Max Mason
The Australian Financial Review – Page: 29 : 19-Feb-19

Fraser McLeish of MST Marquee expects subscription video-on-demand provider Stan to have enjoyed strong growth in its customer base over the 2018-19 summer, following its content deal with Walt Disney Company in December. Nine Entertainment Company will shortly release the first subscription data for Stan since August, when it had 1.1 million active subscribers. MST Marquee values Stan at $500m, and McLeish believes that the SVOD provider’s value is not being reflected in Nine’s share price.

CORPORATES
STAN ENTERTAINMENT PTY LTD, WALT DISNEY COMPANY, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, MST MARQUEE, FAIRFAX MEDIA LIMITED, GRANT SAMUEL AND ASSOCIATES PTY LTD

Foxtel’s Kayo quick off the blocks

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Original article by Max Mason
The Australian Financial Review – Page: 25 : 9-Jan-19

Foxtel’s subscriber churn rate rose to 15.6 per cent in the December quarter, compared with 12.9 per cent in the three months to September. News Corporation CEO Robert Thomson attributes the rise in customer churn to an increase in the cost of traditional Foxtel services, but he stresses that the Kayo sports streaming service is not cannibalising pay-TV customers. Thompson adds that Kayo has attracted 115,000 subscribers – including 100,000 paying customers – since its launch in November.

CORPORATES
FOXTEL MANAGEMENT PTY LTD, KAYO SPORTS, NEWS CORPORATION – ASX NWS, MORNINGSTAR PTY LTD, AUSTRALIAN FOOTBALL LEAGUE, NATIONAL RUGBY LEAGUE, FOX SPORTS AUSTRALIA PTY LTD

Streaming eases pull-back in bank ads

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Original article by Max Mason
The Australian Financial Review – Page: 18 : 8-Feb-19

Data from KPMG shows that advertising revenue for broadcast video on-demand services such as Foxtel Now and 7Plus rose 43 per cent to $61 million in the six months to December, compared to the previous corresponding period. Advertising revenue for traditional capital city free-to-air television and subscription TV fell by four per cent to $1.7 billion, with a fall in advertising by banks blamed for much of the decline.

CORPORATES
FOXTEL NOW, FOXTEL MANAGEMENT PTY LTD, SEVEN WEST MEDIA LIMITED – ASX SWM, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, TEN NETWORK HOLDINGS LIMITED, KPMG AUSTRALIA PTY LTD

UBS upbeat Foxtel is pressing right buttons on Kayo launch

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Original article by Max Mason
The Australian Financial Review – Page: 21 : 24-Jan-19

Foxtel launched its Kayo Sports streaming video service in November, allowing consumers to access it without the need for a pay-TV subscription. UBS believes that Kayo Sports could enable Foxtel to increase its market penetration, which has remained at around 30 per cent for the last decade. The UBS analysts concede that Kayo is likely to cannibalise Foxtel’s subscriber base, but they say that this will be offset by increased revenue and gross margins as Foxtel’s overall market penetration rises.

CORPORATES
FOXTEL MANAGEMENT PTY LTD, KAYO SPORTS, UBS HOLDINGS PTY LTD, STAN ENTERTAINMENT PTY LTD, NETFLIX INCORPORATED, NEWS CORP AUSTRALIA PTY LTD, NEWS CORPORATION – ASX NWS, AUSTRALIAN FOOTBALL LEAGUE, NATIONAL RUGBY LEAGUE

Ten faces uphill task against Netflix, Stan

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Original article by Lilly Vitorovich
The Australian – Page: 22 : 5-Dec-18

US media giant CBS Corporation has officially launched its subscription video-on-demand service in Australia. Consumers will be offered a one-month free trial of 10 All Access, which will then cost $9.99 per month. It will provide advertising-free access to a library of 7,000 titles from CBS and the Ten Network. However, rival SVOD service Stan has an exclusive agreement for content from CBS-owned Showtime. Brian Han of Morningstar says gaining a foothold in the local market will be a challenge for 10 All Access.

CORPORATES
CBS CORPORATION, TEN NETWORK HOLDINGS LIMITED, 10 ALL ACCESS, STAN ENTERTAINMENT PTY LTD, NETFLIX INCORPORATED, MORNINGSTAR PTY LTD, SHOWTIME, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, FOXTEL NOW, AUSTRALIAN BROADCASTING CORPORATION, SPECIAL BROADCASTING SERVICE (SBS), NINE NETWORK AUSTRALIA LIMITED, SEVEN NETWORK LIMITED