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 – $302) 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 – 45B2) YouTube – 32B3) Hulu – 16B4) Amazon – 15B5) 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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