Average monthly household streaming video cost (% change) according to the Harris Poll:
1) Nov-19 – $30
2) Mar-20 – $37 (↑ 23%)
The big picture: Video consumption is growing, but streaming is increasing its share at a faster rate.
Streaming share of total TV time, according to Nielsen:
1) Mar-19 – 14%
2) Mar-20 – 23%
The big question: Who is winning?
Streaming share, according to Nielsen:
1) Netflix – 29%
2) YouTube – 20%
3) Hulu – 10%
4) Amazon – 9%
5) Other – 32%
Streaming minutes, according to Nielsen:
1) Netflix – 45B
2) YouTube – 32B
3) Hulu – 16B
4) Amazon – 15B
5) Other – 49B
Share of population streaming 2+ additional hours daily according to the Harris Poll:
1) HH w/ children – 41%
2) 18-34 – 40%
3) Income $75K+ – 36%
4) HH wo/ children – 25%
5) Income < $50K – 25%
6) 65+ – 17%
Funny: Can anyone bend this curve?
The next question: When will streamings share of video revenue (14%) catch up with its share of total TV time (23%)?
Projected U.S. TV market in 2020 (% of total) according to Activate Consulting:
1) Pay-TV subscriptions – $93B (48%)
2) TV advertising – $70B (36%)
3) Digital video advertising – $15B (8%)
4) Digital video subscriptions – $12B (6%)
5) Digital video rentals – $4B (2%)
6) Total – $193B
