With America at Home, the Streaming War Is Hollywood’s Ultimate Test

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

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