Understanding the future of entertainment
Ed Border - 15/08/18
Flow of content on UK SVoD shows evolving deal structure

In the three years spanning June 2015 to June 2018, over 700 Movies and TV Seasons available on SVOD in the UK switched between the two largest services in the market, Amazon Prime Video and Netflix. In absolute terms, the number of titles that have switched between the services is broadly similar—340 have moved from Netflix to Amazon, while 317 have moved from Amazon to Netflix. Two very different pictures underlie this data, however: titles that have moved to Netflix are mainly TV Seasons from the mid-to-late 2000s, such as Mad Men, Peep Show, or the IT Crowd; whereas titles that have crossed from Netflix to Amazon are predominantly movies, and on average slightly older, such as Fight Club, Babel or the Twilight Saga. In general titles tend not to transition directly between the two services (of the 317 titles that moved to Netflix, just 26% moved the month after leaving Amazon). These movements seem to indicate that Netflix has been generally successful at agreeing first-window SVoD rights to older movie catalogue titles while Amazon has been successful at signing up first-window SVoD rights for older TV series. 

Toby Holleran - 14/08/18
Comcast and Amazon: reducing churn with an SVoD stack?

Comcast, which added Netflix to its X1 set top boxes in 2016, recently also added Amazon Prime to its service, making it the first TV operator in the US to do so. This suggests that the company is increasingly willing to embrace Subscription-Video-on-Demand (SVoD) services as complementary to its TV offering. Comcast subscribers are already heavy SVoD users, with the average Comcast household taking three SVoD services (slightly higher than the US average). As of Q1 2018, 42% of Comcast TV subscribers take Amazon video and they are even heavier SVoD stackers, with the average taking almost three SVoD services on top of their Amazon and Comcast subscriptions (average 3.7 SVoD services). Comcast customers that already take Amazon Prime, have a higher churn propensity than the average Comcast home. Bringing Amazon on-platform and thus increasing convenience for these customers by enabling them to access even more of their content within a single interface could not only see the customers using their X1 boxes more, but ultimately reduce churn for Comcast’s pay TV subscriber base.

Guy Bisson - 9/08/18
Netflix's own Free Cash Flow drama has a $2 solution

Netflix's Free Cash Flow stood at negative $2bn last year, but what seems like a mountainous challenge could actually turn out to be more of a mole hill.

Isaq Chowdhury - 30/07/18
Netflix seeks diversity in international comedy

Comedy is the most geographically diverse content type of all Netflix original production and looks set to get more diverse as Netflix ramps up stand-up commissioning across the globe.

Ed Border - 24/07/18
Local content: how channel localization varies significantly across markets

Local channels make up significant proportions of pay TV operator portfolios in Europe, Asia and Western Europe. In Central and South America, Central and Eastern Europe and MENA however, international-origin channels provide the bulk of content to pay TV operators.

Hannah Walsh - 17/07/18
Full stream ahead: how SVoD services are changing to meet consumer demand

Ampere investigates consumer genre preferences of SVoD and pay TV consumers, and how SVoD services such as Netflix and Amazon are changing their content catalogues to reflect this.

Alex Varatharajah, Lottie Towler - 10/07/18
Box office battleground: US SVoD majors vs. premium streamers

Using a combination of Ampere Analytics data and Ampere’s analysis of Box Office Mojo, Ampere investigates the movie catalogues of the six major SVoD services in the USA based on Box Office performance.

Alexios Dimitropoulos - 3/07/18
OTT moves on the big leagues – DAZN's Serie A bid for glory

DAZN bids for glory with the acquisition of the Italian Serie A rights. Ampere investigates if the break-even point to cover the rights cost is achievable.

Richard Cooper - 28/06/18
Amazon Prime is the USA’s SVoD TV Show market leader

Amazon Prime Video has more than doubled the number of TV Shows offered to US subscribers, sacrificing overall quality for catalogue growth.