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

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