Big news #1: Several job posts by Amazon are fueling rumors that some form of live TV is coming to Prime Video.
Why this matters: Live TV combined with Amazon’s current on-demand service would give consumers more reason to become Prime members.
Quote from Amazon Prime Video job posting via LinkedIn:
“Although video on demand is on the rise, the global viewing hours weighs in favor of live or scheduled TV.”
Big news #2: A recent analysis from Needham estimated that Amazon’s media business is worth $500B or ≈ 4% of its total market capitalization.
Amazon’s media business includes:
1) Prime Video
2) Prime Music
3) Twitch
4) Advertising
Below is a recent pitch slide from Amazon Advertising:
Amazon advertising revenue (YoY growth) according to eMarketer:
1) 2017 – $3.3B (↑ 186%)
2) 2018 – $7.4B (↑ 123%)
3) 2019P – $11.3B (↑ 53%)
4) 2020P – $15.0B (↑ 33%)
5) 2021P – $19.2B (↑ 28%)
FYI: Fire TV is coming to your car…
More #2: Amazon Prime Video is Beta Testing a Watch Party Feature
More #3: Amazon Prime Video: Everything You Need to Know About the Most Powerful Empire in Video Streaming
