30b

Television’s $30 Billion Battlefield

Big shift: Over the next 5 years, Boston Consulting Group projects that $30B in profits could shift away from broadcast/cable and towards streaming video.

Winners:
1)
OTT aggregators (Netflix, etc.)
2) Streaming pay-TV providers (Sling TV, etc.)
3) Streaming networks (HBO Now, etc.)
4) Studios and rights holders (Disney, NFL, etc.)

Losers:
1)
Local broadcast groups (Tegna, etc.)
2) National broadcast networks (ABC, etc.)
3) Cable networks (AMC, etc.)
4) Traditional pay-TV providers (Cox, etc.)

Share of national ad spend in 2018–1H (2017–1H):
1)
Comcast — 12% (10%)
2) Google — 10% (9%)
3) Disney — 9% (9%)
4) CBS — 6% (7%)
5) Time Warner — 6% (6%)
6) 21st Century Fox — 6% (7%)
7) Discovery — 4% (4%)
8) Viacom — 4% (4%)
9) Facebook — 4% (3%)
10) Other — 39% (41%)

Share of national video ad spend in 2018–1H:
1)
Television — 89%
2)
Digital — 11%

Subscriber change by network between July and August:
1)
ESPNU — ↓ 632K
2)
Big Ten Network — ↓ 350K
3)
ESPN — ↓ 290K
4)
NBCSN — ↓ 224K
5)
FS1 — ↓ 147K

More #1: Bundle Up!

More #2: Millennials are going to extreme lengths to share streaming passwords, and companies are missing out on millions

READ NEXT

Want the latest insights from around the video advertising industry?
Subscribe to our State of the Screens Newsletter.

logo

Thank you

We have received your message and will be in touch shortly.

logo

Contact Us