Understanding the future of entertainment
Toby Holleran - 22/02/18
OSN: Orbit Showtime Net...flix?

Last week, Netflix began a distribution partnership with Middle Eastern pay TV operator OSN, with the latter beginning to include a Netflix app within its set top boxes and allowing OSN subscribers to pay for their Netflix subscription as part of their existing agreement. Next week will also see the launch of Netflix’s first Arabic original, with a comedy special from Lebanese comedian, Adel Karam.

Netflix has existing deals with a number of operators around the world, including Virgin Media in the UK and Comcast in the US, however this deal marks Netflix’s first operator partnership in the Middle East. While this is a first for Netflix in the Middle East, SVoD services Icflix, iflix and Starz Play already have established partnerships with Middle Eastern mobile operators Ooredoo, Zain and Etisalat's E-Vision respectively.

Investigating motivations to take a TV service, among the 1,000 internet users in Saudi Arabia in our latest survey wave (Q3 2017), the primary driver for taking a TV service was availability of TV Shows, closely followed by price. For customers who take both OSN and Netflix, price is the primary driver, with TV shows still playing an important part, while bundling heavily over-indexes against the average.

For those who take OSN pay TV, but do not take Netflix, movies are a key driver after price. Features offered by the TV service such as DVR or on-demand content are also important for this customer group. This suggests that with the right selection of movies, and newly founded integration with the OSN box, Netflix has strong potential to appeal to the select OSN customers who do not currently subscribe to it.

Sarah Fisher - 15/02/18
Apple expands into the growing smart-speaker market

Apple's loyal fanbase is primed to facilitate the tech-giant's ascent in the market for smart speakers and voice assistants. Apple users are highly likely to buy multiple Apple products, have a higher than average income, and are more likely to show next-generation viewing and consumption habits. Apple users show the biggest devotion to their brand through the purchase of multiple products; 36.4% of US households and 35.7% of UK households surveyed own both an iPhone and iPad (whereas only 23.8% of US households own both a Samsung smartphone and tablet, and 24.1% of UK households own both). In the USA, 20.3% of those surveyed own three products, also owning a MacBook. The USA is also the only surveyed market in which the iPhone has the largest market share of smartphones (20.7% versus Samsung's 20.4% share). UK consumers demonstrate a similar level of devotion to the brand.

Apple users tend to be higher-income households. iPhone users heavily over-index in the over $100,000 household income bracket. Additionally, Apple owners are happier to pay extra for things that they want, demonstrating that they have more demands but don’t mind forking out for these. They also over-index for watching online video and are more likely to binge-watch TV shows (where multiple episodes of the same show are watched back-to-back). They also have a higher level of engagement with advertising and are more avid users of social media sites such as Facebook and Twitter.

Apple fans with three devices are more tech-savvy as they over-index in a desire to have the latest technology. By branching out into this new area, Apple has a chance to tap into their fans’ desire for the latest gadget and gain a share in the growing smart-speaker market. It can entice the dedicated Apple consumers who already have one, two or three Apple devices in their home. This would follow the recent trends of companies such as Amazon and Google which have both expanded their device ecosystems with a range of smart-speakers.

Toby Holleran - 7/02/18
Regular smartphone video viewers could be a smart target for a subscription sports service

Ampere investigates whether regular smartphone video viewers could serve as a prime target for a sports service.

Ed Border - 31/01/18
Refresh rates crucial for SVoD platforms in mature markets

As Subscription Video-on-demand services mature, and total content volumes level off, a major factor affecting subscriber acquisition and retention is the rate at which the services are able to refresh their libraries with new content. This blog post looks at some of the major platforms in the US, in addition to assessing differences in content refresh rates globally.

Richard Broughton - 24/01/18
The slow but steady march towards quad-play

M&A activity has driven steady consolidation of fixed and mobile communications players. By the end of 2017, nearly a third of mobile operators globally owned the full array of fixed assets (broadband, fixed phone and pay TV) alongside their mobile services.

Hamish McGregor - 10/01/18
Classic Christmas films still holding strong

Following on from Christmas 2016, in which Ampere affirmed Die Hard’s place as a Christmas movie, Ampere again investigates the Christmas charts, looking at new trends in 2017.

Alexios Dimitropoulos - 8/01/18
Profiling Sports Fans

Findings from Ampere Analysis's research on sports fans and TV rights. Find more information in our report: Sports TV Rights - Demand & Demographics.

Guy Bisson - 2/01/18
Quality street: kids' TV content on UK SVoD

With the UK government promising a £60m fund to boost UK kids' TV production and distribution, we take a look at the top-rated producers currently licensing children's content to UK SVoD.

Hannah Walsh - 20/12/17
What does the Disney-Fox deal mean for the future of SVoD?

Walt Disney will buy most of 21st Century Fox's entertainment assets for $52.4 billion. Ampere explores the potential impact of Fox and Disney removing all content from major SVoD platforms in the US and UK.

Silvia Presello - 13/12/17
Facebook's drive to monetise users in Europe

Over the past last 10 years, the online advertising market has grown rapidly across the EU, with Facebook a key driver and beneficiary.

Alex Varatharajah - 6/12/17
Is there enough quality locally produced content to meet the EU's Quota?

In the summer of 2016, proposals were made by the EU for SVoD providers to have a minimum of 20% of their catalogues composed of European-produced content. This threshold was subsequently amended to 30% a year later. With consumer demand for more locally produced content rising, Ampere investigates to what extent SVoD platforms will be able to meet the proposed quota through local content, relative to imported European titles.

Tony Maroulis - 29/11/17
Mobile video - have the stars finally aligned?

Despite early ambitions, mobile video in the early stages of 4G stalled. Over the years, most of the barriers have been resolved, leaving operators with the final barrier - data caps.

Lottie Towler - 22/11/17
Cutting the cord on Pay TV in the US

The number of Pay TV subscriptions in the US is declining, due to the high prices and low satisfaction with the service, resulting in customers switching to SVoD.

Richard Cooper - 17/11/17
Early retail discounts far from uncommon among new-release movie titles

Ampere research has indicated that retailers are adjusting movie pricepoints early in the home entertainment life cycle.

Richard Broughton - 11/11/17
Australia: SVoD investments drive local success

Online subscription services are rapidly outpacing pay TV in Australia. Among Internet users, more people have at least one subscription OTT service than have pay TV.

Sarah Fisher - 9/11/17
Amazon's growing hardware ecosystem

Nearly 3 out of 10 internet users now rely on streaming box/sticks to watch content. In markets like the US and UK, that figure is over 4 out of 10 internet users. Amazon’s Fire Stick is one of the most popular OTT streaming devices and part of expanding Amazon ecosystem.

Richard Broughton - 1/11/17
On-demand and the shrinking window

Assessment of title availability on UK subscription OTT services illustrates movie windows and hints that competition and on-demand access may be causing pay window lengths to condense.

Toby Holleran - 26/10/17
MENA: SVoD services and local originals

Ampere investigates the growth of SVoD services in the Middle East and North Africa (MENA) and plans for players in the region to produce original content.

Richard Broughton - 19/10/17
The New World Leaders: Out with the old

Of the top 20 subscription TV groups worldwide in 2012, Ampere already expects that just over half will be left in the top 20 by 2022.

Lottie Towler - 11/10/17
Netflix raises prices to help support originals investments

For the second time in three years, Netflix is increasing its subscription prices to help improve its financial profile following heavy original content investments.

Silvia Presello - 4/10/17
Behind Brazilian pay TV and subscription OTT trends

Brazil's middle-class love SVoD and, it seems, the rapid growth of paid streaming video doesn't dent their appetite for pay TV.

Guy Bisson - 27/09/17
Netflix ramps up original local content push

Netflix is rapidly increasing its international drama production with just half of upcoming original series being made in the US.

Alexios Dimitropoulos - 21/09/17
Netflix and... Thrill?

Two years on, Ampere examines the relationship between the evolution of Netflix's and Amazon's US catalogues against consumers' favourite genre preferences.

Julien Theys, Tony Maroulis - 12/09/17
Apple states its vision for the iPhone's next 10 years

10 years since the first iPhone shook up the smartphone industry, Apple hopes it has done enough to capture everyone's imagination to secure another decade of leadership.

Ed Border - 6/09/17
SVoD players turn to Japan

Since 2015, there has been heavy investment into the Japanese SVoD market, particularly from international players Netflix, Amazon and Hulu (now backed by local player Nippon TV). These three companies have seen their combined market share grow from 23% to 56% in the last two years, and will reach more than 6.5m subscribers by the end of 2017.

Keiran Suchak - 30/08/17
Seasonal changes in the genres of box office releases

Over the course of the calendar year, the proportions of movies released that fall under each genre vary. There are a number of different seasonal effects that impact how both these proportions vary, and how the box office takings of each genre vary.

Richard Broughton - 24/08/17
Script Savvy - is a scripted TV demographic skew aiding SVoD?

Ampere crunches social media data to look at demographic skews across fans of scripted series airing on broadcast networks, basic cable, premium TV and subscription OTT services, and finds that subscription OTT services have the best demographic balance amongst their current slate of scripted shows.

Alex Varatharajah - 11/08/17
Hoo-ray! Blu-ray here to-stay!

Blu-ray Disc pricing holds strong during the "50 Must See Movies Before You Grow Up" promotion across UK retailers

Guy Bisson - 10/08/17
Channels in strong negotiating position for US streaming pay TV?

US streaming pay TV packages offered by virtual Multiple System Operators (vMSOs) generate almost three times the revenue per channel of traditional pay TV. Combined with lower subscriber acquisition costs for operators this should put channel owners in a strong negotiating position, although a focus on stronger brands to drive early uptake means the economics may not always stack up for pay TV providers.

Toby Holleran - 3/08/17
eSports: An investment game

Ampere chronicles some notable investments from internet giants and telecoms operators in the eSports and online gaming sector.

Richard Cooper - 2/08/17
Windowing strategies: The devil is in the detail

Though the formula for releasing new movies is well understood, as a product moves further into its life-cycle exploitation strategies used by US studios are more opaque. Analysing price changes in the context of movie windowing allows us to compere the movie exploitation strategies currently in use.

Richard Broughton - 27/07/17
Spot the difference - cable and telco revenue mixes converge

Cable operators and telcos are becoming increasingly similar in the fixed sector, as product upsell changes their revenue mix.

Keiran Suchak - 20/07/17
Leapfrogging Viacom? Discovery Eyes Scripps Buy

Discovery bids to become the 4th largest brand owner globally.

Alexios Dimitropoulos - 20/07/17
Zero-rating will be pivotal for SVoD services in mobile-first markets

As SVoD services look to gain traction in markets with under-developed fixed infrastructures, zero-rating and mobile partnerships will be crucial to their success.

Hamish McGregor - 10/07/17
Keep it Original: The drive for "Original" and "Exclusive" SVoD content

Key Subscription Video-on-Demand (SVoD) players are pushing for an edge on their competitors by increasing their array of “Exclusive” and “Original” content. Netflix and Amazon are at the forefront of this move and over the past 12 months, Netflix’s “Originals” and “Exclusive” catalogue has more than doubled in size, while Amazon’s has grown by nearly three-fold.

Richard Broughton - 5/07/17
Netflix Originals - Making the cut

As Netflix cancels an increasing number of its Originals, Ampere investigates the cost-effectiveness of the cancelled vs renewed titles.

Toby Holleran - 4/07/17
AMC Premiere: AMC's premium channel play?

Ampere investigates AMC Networks' ad-free OTT move for its domestic flagship channel, which is shifting it into the realm of premium channels.

Sarah Fisher - 29/06/17
Vice Media raises $450 million for video expansion

Following a partnership with NTT DoCoMo in Japan, digital media group Vice is looking to expand its subscription video-on-demand services into more territories.

Keiran Suchak - 21/06/17
Sports key for Western European and North American channels

TV operators in the Western world offer a greater proprtion of sports channels, which is perhaps due to the wider range of sports for which rights deals exist in these regions.

Toby Holleran - 14/06/17
VMSO on the horizon for Verizon

Following Verizon's acquisition of Yahoo!, Ampere investigates its planned virtual Multiple Systems Operator (VMSO) launch.

Alex Varatharajah - 8/06/17
Flexible bundling retains TV season value

As physical purchases in Home Entertainment decline, Ampere look at a way digital transactions can stem the loss in revenues.

Guy Bisson - 2/06/17
ANGACOM: Content comes back to cable?

Content was the hot topic at this year's ANGACOM cable show in Germany as cable and telecoms groups look to exclusive originals to compete.

Daniel Gadher - 1/06/17
Can't see the Acorns for the trees? Amazon's Channels initiative helps niche SVoD visibility

The launch of Amazon Channels in the UK and Germany now allows consumers to access over 40 different SVoD services. Ampere looks at what impact this could have for Amazon and its streaming partners.

Guy Bisson - 24/05/17
Content access pushes SVoD to substitution role

A small number of UK homes now consider a Subscription Video on Demand (SVoD) service to be their main way of watching TV in the house, but looking within individual service customer bases, the importance of content access to driving SVoD as a substitute for other platforms becomes clear.

Toby Holleran - 17/05/17
CBS SVoD bundle? It's Showtime

Ampere looks into CBS's new SVoD bundle, which offers consumers a saving if they take both CBS All Access and the Showtime streaming services.

Tony Maroulis - 11/05/17
Mobile Motivations: Price and data reign supreme

In Ampere’s Q1 2017 survey, respondents were asked to identify the reasons for choosing a specific operator for their mobile subscriptions. Unsurprisingly, by far the most popular decisive factor for selecting a provider was price, evident in 12 of the 13 markets surveyed.

Richard Broughton - 4/05/17
Facebook closes the gap on Google

Google currently makes about $7 each quarter for each monthly active user (MAU) from advertising on its sites. By the end of 2016, Facebook had more than doubled its number to nearly $5 per MAU in advertising revenue.

Silvia Presello - 27/04/17
Facebook closes the gap on TV advertising

As Facebook continues to invest in video and its ARPUs increase further, it is conceivable that in the near future an average Facebook user will be worth more than an average TV viewer.

Ed Border - 19/04/17
Closing windows - the blackout of rental VOD content

As content exits the premium video-on-demand window and enters the first pay window, it is typically removed from TVOD pricing (digital rental) on online stores. This blackout, as its known, can act for anywhere between one and two years, dependent on negotiations between the distributors, first window rights-holders and the stores themselves. This blog post looks at a sample of 2000 titles which underwent a blackout in the first half of 2016, taken from Ampere's Analytics Service.

Guy Bisson - 10/04/17
MIP TV round-up: the drama 'bubble' that just won't burst

A round-up of the key trends at last week's MIP TV looking at 'localised globalisation', VR, scripted drama trends and digital first content.

Richard Broughton - 10/04/17
Forget cord-cutting and focus on doubling-up

Forget cord-cutting, doubling-up and bundling are the new drivers for TV, as consumers take combinations of different services to build their ideal offer.

Guy Bisson - 4/04/17
The cycle of life reflected in devices

The changes in the devices people use to watch video content throughout the day reflects both today's greater availability and accessibility of video content as well as the underlying cycle of life as screen-based technology increasingly substitutes other media from the moment we get out of bed to the time we lay down at night.

Richard Broughton - 4/04/17
Deutsche Telekom's StreamOn a template for supporting uncapped mobile video

Deutsche Telekom's zero-rated video offer, StreamOn, caters for growing mobile video demand in Germany.

Olivia Vernall - 30/03/17
Snapchat enjoys success beyond Millennials in Saudi Arabia

More than one in four Saudi Arabian internet users frequently use Snapchat to watch video. However, a constantly changing regulatory environment could be a barrier to further success.

Hamish McGregor - 22/03/17
Less is more: The changing landscape of the SVoD market

There has been a marked change in the number of distinct titles available on Subscription Video On-Demand (SVoD) services during 2016. As the sector continues to mature, the general market trend has been towards refinement and reduction of content libraries, with the majority of platforms showing signs of tailoring and reducing offerings over the year. However, there are exceptions to this, with the most notable being that of Prime Video, Amazon’s on-demand subscription service, which has increased its content quantity by nearly two thirds over the past 12 months.

Toby Holleran - 15/03/17
Mobile will be key to Netflix and Amazon's Indian success

Ampere looks at Netflix and Amazon's ambitions in India and how disruptive operator Reliance Jio may help.

Daniel Gadher - 9/03/17
Ballon d'More: How much longer can sports rights values continue to inflate?

Ampere looks at the inflation of broadcasting sports rights of some of the major domestic leagues in the US and Europe

Silvia Presello - 1/03/17
IPTV drives pay TV growth in Portugal, France, Spain

Telco-backed IPTV is driving pay TV subscriber growth in three southern European markets but infrastructure is holding back development in Greece and Italy.

Alexios Dimitropoulos - 27/02/17
Social Media platforms are yet to be content with media content

Over the past few years, social media networks have been focusing on video and are now investing in exclusive and original content. This could further increase competition in an already competitive VoD market.

Richard Broughton - 22/02/17
Window pains: How the subscription window affects title performance

The debut of film titles into the subscription window is correlated with an immediate deterioration of chart positioning, reflecting the impact on subscriber willingness to spend on content they already can view within an existing package, as well as the emergence of holdbacks on rental availability.

Toby Holleran - 16/02/17
BBC: British Binge-watching Corporation?

Ampere looks into the BBC's move towards facilitating binge-watching.

Keiran Suchak - 15/02/17
How the price of Transactional Video-on-Demand content declines

Looking at all pricing data from a selection of large US transactional stores, Ampere has been conducting research into how price decline varies with content age.

Alex Varatharajah - 8/02/17
Not the market toy manufacturers deserve, but the one it needs right now

Alongside the release of "The LEGO Batman Movie", Ampere finds that the number of LEGO-related titles licensed to major SVoD services in the UK and US has doubled in the last 18 months.

Richard Broughton - 2/02/17
Video crucial component in halting decline of mobile contract value

Mobile product lines have lost substantially more value per customer than their fixed counterparts over the past decade. Operators should now be thinking about how fixed content strategies can be adapted to protect the value of mobile customers.

Guy Bisson - 26/01/17
Content and OTT key to Sky's future growth

The potential combination with 21st Century Fox and content synergies were brought into sharp focus as Sky revealed its results for the six months ending December 2016.

Keiran Suchak - 25/01/17
New-title halo effect: quantifying the boost to older franchise movies

We often observe a surge in the average chart ranking of a film around the time of release of its sequel. This is, in part, due to vendors dropping the price of the original film but has much more to do with nostalgia.

Alex Varatharajah - 19/01/17
It's Official: Die Hard is a Christmas film

Ampere solves the long-running debate over whether Die Hard is really a Christmas film

Julien Theys - 9/01/17
The French VoD paradox

France Télévisions looks set to become the latest entrant to the French Subscription Video on Demand (SVoD) market with news that the broadcaster is working on launch of a new service this year. But France is a challenging market for SVoD...

Guy Bisson - 3/01/17
Social media video platforms driving viewing screen shift

The ascent of youth-driven social media video platforms is changing the way people engage with video with huge implications for content producers.

Keiran Suchak - 22/12/16
The effects of currency devaluation in Fox's purchase of Sky

21st Century Fox has made an offer to purchase the 61% of Sky that it does not already own for £11.7bn, over two years after having sold its stake in both Sky Italia and Sky Deutschland to BSkyB.

Ed Border - 14/12/16
BritBox - The market for British TV shows on US SVoD

British broadcasters ITV and the BBC have announced a joint on-demand subscription VoD service in the USA, BritBox, to be made available from the first quarter of 2016.

Julien Theys - 5/12/16
Premier League international rights: have we peaked yet?

The latest international TV rights deal for the Premier League let many commenters wonder if some people had lost their minds. Indeed, at $230m per season, the Chinese PPTV’s 2019-2022 deal is worth more than ten times its predecessor.

Toby Holleran - 28/11/16
Time Warner acquisition to drive domestic AT&T subscriptions to more than 200m by end 2017

AT&T's acquisition of Time Warner could drive international expansion and push it over 200m domestic subscribers by the end of 2017, complemented by HBO Now's subscriber base.

Richard Broughton - 25/11/16
How much is an hour of TV viewing worth?

TV viewing in the Western world is worth an average of 23 cents per hour watched, but this has been climbing in some markets as viewing figures begin to slide.

Guy Bisson - 22/11/16
Snapchat and Instagram lead change in content preference

Targeting social media video viewers is not just about considering the device environment as there are dramatic differences in the content preferences of video viewers on different social media platforms.

Richard Broughton - 11/11/16
Are millennials moving the goalposts for premium sports?

Sport on TV is facing a demographic challenge, Ampere's analysis of data on over 30,000 consumers in Europe and the USA indicates. Young millennials are being lured away from watching sport by the plethora of other content on offer in the TV and online video market.

Tony Maroulis - 11/11/16
Iliad's Italian odyssey

As Three Italia's and Wind Italy's merger is finalized, Iliad will enter the Italian mobile market as the fourth operator.

Peter White - 4/11/16
Vudu launches free movie streaming service

Vudu recently announced a free streaming service, 'Movies on Us' - Ampere data highlights trends in the titles available.

Richard Broughton - 2/11/16
Is the biggest threat to US media group growth the dollar?

Exchange rate effects – and specifically the strength of the dollar relative to European currencies – have been some of the key issues impacting addressable market value for the international branches of US film and TV groups.

Silvia Presello - 28/10/16
Two months on - what Mediaset can do to turn the tables

Two months on from the aborted Vivendi-Mediaset deal, conditions remain challenging for domestic pay TV services in Europe.

Olivia Vernall - 21/10/16
Netflix and China

Netflix global ambition hinges on localisation.

Ed Border - 14/10/16
28 weeks later: EST and VoD prices stabilise 6 months after release

Once content goes beyond a short initial window of approximately 6 months, an average value decline for EST and rental VoD titles begins to take place

Daniel Gadher - 4/10/16
Disneyfying Netflix

Amidst the speculation of a merger between Disney and Netflix, Ampere considers the potential impact of the deal.

Toby Holleran - 30/09/16
Nearly two thirds of Netflix content is TV shows

Netflix announced this week that around two thirds of content viewing is TV shows, our analysis suggests that this also applies to the proportion of its content.

Toby Holleran - 21/09/16
Netflix could hit 50% original content within five years

If Netflix continues on current trend, 50% of its total content volume could be Netflix originals by mid 2021.

Alex Varatharajah - 6/09/16
Consumer preference vs content catalogues: Are SVoD services meeting subscriber needs

Ampere compares data from its latest consumer survey to see if there is a relationship between the genres that consumers of major SVoD services want and the content available on those services

Richard Broughton - 21/08/16
Vevo seeking $0.5bn - could be highest value MCN deal yet

Music video network Vevo is reportedly seeking $0.5bn of investment for expansion and diversification. Ampere estimates that the MCN is currently worth nearly $2bn.

Richard Broughton - 18/08/16
MCN valuation trend reflects maturing business

Despite increasing overall company valuations, an update to Ampere's 2015 review of MCN acquisition trends reveals a downward trajectory in the value that purchasers are willing to place on MCN audiences.

Toby Holleran - 11/08/16
Non TV-licence payers to lose access to nearly 4,000 hours of BBC content on iPlayer

The BBC's closure of the iPlayer loophole will deprive those who do not pay TV licence legal access to nearly 4,000 hours of content.

Guy Bisson - 1/08/16
Kids' YouTube content getting more 'TV like'

Content aimed at young children on YouTube is getting more TV like, increasing in length and refresh rate, an analysis of the top 50 kids' channels shows.

Cassandra Chua - 28/07/16
A Premium on UHD

UHD content rental and retail prices are roughly double that of HD prices, but with an industry-wide push for more UHD content, we expect this price premium to decrease in the coming year.

Ed Border - 21/07/16
Netflix expanding European catalogues six months on from global launch

Six months on from its global launch, Netflix is continuing to expand its range of content in Europe, particularly in key Eastern European markets

Daniel Gadher - 15/07/16
HBO and Netflix lead the way in 2016 Emmy TV series nominations.

A closer look at the Emmy nominations for TV series with Netflix and HBO leading the way.

Silvia Presello - 13/07/16
European high speed broadband: far from Asia

As the EU launches new incentives for high speed broadband development, there is still a long way to go to catch up with Asia.

Tony Maroulis - 7/07/16
Twitter pushes for live sports video, Apple patents method to protect rights from consumer-led streaming

As tech companies such as Facebook, Google, Twitter, and Snapchat throw their weight behind live video streaming, Apple is granted a patent for the blocking of camera recording on its iPhones. Rights holders will have to find the balance between enforcement and misuse.

Guy Bisson, Richard Broughton - 24/06/16
EU referendum result could have stark consequences for UK media

Past evidence suggests that the UK advertising sector is particularly vulnerable to loss of confidence in the economy from consumers and businesses. The EU referendum result also brings with it additional uncertainty regarding whether international media groups will be able locate their activities in the UK and still gain access to the EU single market.

Guy Bisson - 16/06/16
Sky Movies re-brand hints at expansion plans

Sky will re-brand its UK movie channels Sky Cinema, bringing the brands in-line with the rest of Sky in Europe. Move is part of a renewed focus on film and international expansion.

Guy Bisson - 10/06/16
ANGACOM 2016 reflects key cable challenges

Some of the key issues and themes to emerge during ANGACOM 2016 held in Cologne this week.

Daniel Gadher - 10/06/16
Bundesliga domestic TV rights top €1bn for the first time

Sky retains the majority of the live domestic Bundesliga TV rights but a new entrant emerges in Eurosport who control a small section of live games for the first time. Total TV rights totaled €4.6bn over the four-year deal term.

Richard Broughton - 8/06/16
Amazon Prime driving Amazon's retail growth, permits content subsidisation

Ampere estimates that 40% of Amazon's retail revenue was derived from Prime subscribers in 2015, and the importance of Prime to consumer purchasing behaviour allows the retailer to extensively subsidise content acquisition.

Richard Broughton - 1/06/16
28 weeks later: Retail price decay begins

Analysis of a basket of 87 major studio digital retail releases indicates the point at which pricepoints begin to decay occurs from 28 weeks after retail release.

Toby Holleran - 17/05/16
Netflix and Amazon could be unaffected by 20% European content quota

A potential quota on SVoD services in Europe requiring them to have at least 20% European content could have limited impact on Netflix or Amazon, which already offer a wide array of European video.

Richard Broughton - 4/05/16
Now TV kids pass launch reflects customer household composition

The UK's Now TV is launching a monthly kids TV pass, and with a third of Now TV users living in households with young children, the new pack appears carefully targeted.

Cassandra Chua, Richard Broughton - 3/05/16
SVoD Catalogue Quality: Less is More

Ampere's Quality Rating shows NowTV in the lead over other SVoD platforms when it comes to content catalogue quality, with Netflix and Prime Instant Video brought down by a long tail.

Toby Holleran - 20/04/16
Netflix Q1 additions impress, but its Q2 projections may be too pessimistic

Ampere data suggests up to 2.9m paid subscriber net adds, compared to Netflix's forecast of 2.3m.

Richard Broughton - 6/04/16
AwesomenessTV: The bet that paid off for Dreamworks

Verizon's investment in AwesomenessTV values the multichannel network at $650m, double the value of the company at the point at which Hearst acquired a stake, and over six times the price that Dreamworks originally paid.

Toby Holleran - 24/03/16
Proposal to end UK line rental for broadband puts £4bn at stake

Ampere data suggests that £4bn of revenue is at stake if the UK government drops mandatory telephony line rental charges.

Guy Bisson - 23/03/16
The entertainment-brand power list

How do entertainment brands rank in terms of Net Promoter Score (NPS)? Our ranking of the top 20 entertainment brands shows some stark difference between the US and UK TV viewer as well as the very strong brand position that Netflix has carved out in the entertainment space.

Richard Broughton - 2/03/16
The best cable bundlers

The top 15 cable bundlers are spread across a wide-range of territories from Malta to Singapore. Bundling is a global phenomenon and increasingly seen as key to growth. In our latest report, we examine the bundling strategies of multi-service operators across the globe and look at the impact on pricing and competitive positioning, asking the question: when is it right to bundle?

Guy Bisson - 11/02/16
The Content Connoisseur Conundrum: Targeting the new TV consumer

In a new free-to-download Ampere report just published by MIP TV we take a look at how to target a key TV consumer segment and how developing the right pay TV bundle can engage and attract the 'new' TV viewer.

Ed Aked - 10/02/16
TalkTalk's loss is the market's gain: the impact of a large-scale cyber attack on the UK xDSL broadband market

On 21st October 2015, TalkTalk suffered an online security breach, resulting in the unauthorized access of customers' personal details and a subsequent poorly performing fourth quarter. Other UK telecoms operators appear to have benefited from TalkTalk's security woes. A comparison of net additions by company indicates that Q4 saw a different trend to that observed earlier in the year: while Sky's quarterly net additions remained relatively static between Q3 and Q4 2015, BT and EE experienced a significant rise. The change in net additions for each operator from Q3 to Q4 provides one indication of the impact that such a loss in customers' confidence can have on the UK broadband market. TalkTalk claims that around 95,000 of the total 105,000 churned customers in Q4 left as a direct result of the attack, which is equivalent to more than 60% of the estimated 157,000 customers who had their personal details hacked. Despite this set-back, the company expects to deliver full year results in line with market consensus and have already observed a return to positive RGU growth in Q1 2016.

Daniel Gadher - 28/01/16
The importance of video to Spotify

To coincide with Spotify's recent announcement of the addition of a video channel on Android and iOS devices in the US, Ampere takes a look at the consumer profile of its premium service subscribers across the two operating systems. Both sets of customers have an extremely high uptake of video services, comparing similarly in uptake of SVoD services, premium channels and pay TV. This suggests that the incorporation of video channels on Spotify is in line with its customers' demand for access to content. They also over-index compared to the average for the high value content connoisseur consumer segment.

Guy Bisson - 25/01/16
Global cord-cutting on upward trend despite Q3 fall in number of markets affected

On a global basis, pay TV continues to grow. Although subscription television declined in 15 markets globally during Q3 2015, this represents a drop in the number of countries impacted by cord-cutting against the previous quarter. Several factors indicate that the global trend in cord-cutting is on the up, however, and there are other causes for concern in the shifting drivers for overall global pay TV growth. We take a look at the trends in 'Global cord-cutting and connecting monitor Q3 2015'. Subscribers can now access the full report from our products page.

Ed Border, Cassandra Chua - 22/01/16
Home is where the hearts are

Local content is a critical part of SVoD movie offerings across Western Europe, typically accounting for between 15% and 20% of all movies available across major platforms in each market. US-produced content, including major Hollywood studio movies, is also fairly consistent across territories, ranging between 40% and 50% of movies. The UK is the main exception to this, with services typically containing a much greater focus on US-based titles, and local content typically much more centered around TV series. But there are notable differences across services. International platforms such as Netflix and Prime Instant Video tend to have slightly less local content and more US content, while local platforms typically have between a quarter and a third of all movies produced locally.

Ed Aked - 15/01/16
A focus on TV sports rights

The top line rights values for many of the world's most popular televised sports leagues have ballooned in recent years. Many question whether this will improve or harm conditions for sports fans, but it is becoming a huge driver of revenue for clubs.

Ed Border - 23/12/15
Star Wars: "The Force" awakens downloads of previous episodes

As seen already this year, with Furious 7, Jurassic World and Spectre, the launch of a new movie in a long-established franchise has a considerable effect on sales of older films in the franchise. This spike in a franchise back-catalogue typically only occurs in a 1 to 2 month period around the movie launch date, but in the case of Star Wars Episode VII, digital sales of the previous six movies have been growing rapidly for nearly five months. The three oldest movies, Episode IV, V and VI were the most popular titles, although all six movies saw a considerable spike in downloads from November onwards.

Daniel Gadher, Guy Bisson - 3/12/15
Start-ups hold key to Sky’s future: How the pay TV group’s recent strategy shows where it’s heading next

Our latest report looks at the 11 investments Sky has made in tech start-ups and asks: What's missing and where next for the pay TV giant.

Richard Broughton - 25/11/15
Why Disney Life is launching in the UK

We take a look at some of the underlying factors which make the UK a suitable test market for Disney's launch of its new subscription service Disney Life.

Daniel Gadher - 18/11/15
Sky launches new Q platform with whole-home the target

Sky's new Q platform is targeting whole-home content distribution and access but the business model for making this premium product available has yet to be revealed.

Daniel Gadher, Guy Bisson - 9/11/15
Less bad is good: AT&T ‘disappears’ 700,000 customers, masking slight improvement in US cord-cutting carnage

The US pay TV market took another hit in the third quarter of 2015 officially losing 393,000 customers, while a re-report by AT&T took even more customers out of the market. This is an improvement over the previous quarter (decline of 608,000 homes) and while three companies saw positive net additions, there are underlying causes for concern.

Daniel Gadher - 2/11/15
Altice in Wonderland: A new player joins the pay TV global elite

Ampere Analysis has identified 5 groups of companies which command almost 50% of the global pay TV market by revenue. These groups are AT&T/ DirecTV, Comcast, Altice, and entities directly or indirectly controlled by either John Malone or Rupert Murdoch.

Andrada Focsa, Richard Broughton - 28/10/15
Action, Adventure & Thrillers the most torrented movie genres of 2015

As of October 2015, the most torrented movies of the year to-date were Action, Adventure and Thrillers, according to Ampere's analysis of sample torrent sites - with titles including Terminator Genisys, Mission: Impossible - Rogue Nation, and Avengers: Age of Ultron, amongst those topping the table.

Richard Broughton - 22/10/15
Rome Film Festival Roundup

This year's Rome Film Festival was full of anticipation regarding the impending local launch of Netflix, arriving on October 22nd in Italy. As such, much focus at the festival’s new MIA Markets event was placed on the role of video-on-demand services and their position in shaping the future of the TV and film markets. We look at some of the themes discussed.

Guy Bisson - 16/10/15
Cord-cutting hits 23 markets in Q2 2015

Despite top line growth globally in Q2 2015, 23 markets across the world saw a net decline in pay TV in the second quarter of the year. We review the winners and losers in our cord-cutting, cord-connecting audit.

Guy Bisson - 14/10/15
Preview: PIKE 42nd International Conference & Exhibition

Ampere research director Guy Bisson will present at the PIKE 42nd International Conference & Exhibition in Krakow, Poland, next week. We take a sneak peak at the issues to be discussed.

Guy Bisson - 5/10/15
Drama key in top markets for TV content licensing to SVoD

International markets are making more use of TV content in the SVoD space than the USA. All of the top ten markets for TV content licensing into SVOD (ranked by proportion of titles) are international with drama being the key genre.

Guy Bisson - 2/10/15
Germany, UK lead Europe in kids' content SVOD licensing, LatinAm emerging as key

Our analysis of kids content licensing in the SVOD space shows that the UK and Germany are key markets in Europe but Latin America is fast emerging as a key territory for licensing animation and children's titles.

Ed Aked - 24/09/15
SVoD global content spend forecast

As competition hots up between the top SVoD services, we predict that rivals will increasingly splash out on original programming to the detriment of licensed content spending. This can add value to the brand and removes the problem of exclusivity, whilst squeezing growth for those dependent on selling older catalogues to over-the-top services. By the turn of the decade, Ampere expects to see as much spent by these two companies on originals as on acquired titles.

Ed Border, Richard Broughton - 18/09/15
IBC Special: Key take-outs

Post-IBC 2015, Ampere Analysis outlines its key takeouts from the show, revolving around advertising, user data and the HEVC codec

Ed Border, Richard Broughton - 10/09/15
IBC Special: 3 Key Questions

With IBC now in full swing, Ampere looks at 3 wider-market trends that affect the provision of equipment and solutions to service providers and broadcasters.

Guy Bisson - 4/09/15
CTAM Eurosummit 2015 round up

Skinny bundles, online video, cable companies' use of capital, direct-to-consumer plays and mobile-to-fixed convergence where all high on the agenda at CTAM Eurosummit 2015 which wrapped in Amsterdam last week. We pick out the key take-aways.

Guy Bisson - 3/09/15
Pay TV to overtake fixed telephony in Middle East & Africa

The number of pay TV homes in the Middle East and Africa is set to overtake the number of fixed line telephony homes by 2017, what are the implications for the developing TV, broadband and OTT markets?

Richard Broughton - 26/08/15
European Public TV income now in steady decline

Income for public broadcasting continues to grow in absolute terms in Europe, but adjusting for inflation reveals that the sector has entered a period of sustained decline.

Guy Bisson - 21/08/15
What SVOD homes want: segmenting the next-gen TV home

The consumer profile of an SVOD home is significantly different from that of a traditional pay TV home, representing a risk factor for incumbent operators which do not address the unique needs of the key customer segment we call Content Connoisseurs.

Ed Border, Richard Broughton - 17/08/15
Digital Retail Movies: The Right Price to Pay

The digital film rental and retail market is now becoming increasingly mature, with over a quarter of US and a fifth of UK Internet users having made a purchase or rental via a digital platform such as iTunes or Google Play in the first half of 2015. Yet despite the growing numbers of users of digital retail and rental services, a standard approach to pricing product has yet to crystalise. Studio groups are maintaining diverse and highly differentiated pricing strategies – particularly with respect to how to price Standard Definition (SD) relative to High Definition (HD), and new-release films relative to catalogue titles.

Guy Bisson - 7/08/15
SVOD homes more likely to churn from all service providers

Homes that take an SVOD service are more likely to be dissatisfied with their in-home service providers for all their communications and entertainment needs than average. We ask: why?

Daniel Gadher - 30/07/15
OTT tipping points in Western Europe

We take a look at the point at which online video subscriptions overtake the number of subscriptions to traditional TV platforms.

Guy Bisson - 27/07/15
Re-inventing the cash cow: A decade of ITV investment

It's been a decade since ITV's disastrous investment in social media pioneer Friends Reunited, but in those ten years, ITV's heavy focus on production investment has seen it diversify away from the boom/bust cycle of TV advertising. Our latest report has a full analysis of ITV's 10-year investment timeline and shows that the group began to address some of its short-falls in online and digital investment during 2014. To date, 2015 has seen a return to a laser-like focus on production assets, however. Has this left the group underweight in key areas it will need to successfully navigate the next ten years?

Richard Broughton - 21/07/15
Subscription OTT services outpace pay TV in Europe

Subscription VoD services are now consistently outpacing pay TV services in terms of their European quarterly net additions.

Guy Bisson - 17/07/15
BT launches first UK Ultra-HD sports channel: we compare UHD ownership among premium customers

BT will launch a new Ultra HD entertainment pack this August including the UK's first UHD sports channel. We compare UHD TV set uptake among UK premium customers (including Netflix which operates a UHD streaming service in the UK) At 16.2%, Sky sports customers have the highest levels of UHD TV set ownership. Netflix customers also rank highly for UHD at 14.1%. Meanwhile, 11.1% of BT Sports customers own a UHD set. How will BT's new UHD sports channel shake things up?

Richard Broughton - 15/07/15
Three quarters of Netflix net additions now from 'International'

Despite growth in domestic Q2 net additions on a YoY basis, an ever-growing international footprint resulted in three-quarters of Netflix's net new paying subscribers in Q2 2015 being derived from markets outside the USA.

Richard Broughton - 7/07/15
Multi-Channel Networks: Valuations tightly linked to viewership

Our analysis of 15 Multi-Channel Network investment deals spanning 2012-2014 reveals a tight linkage between monthly viewership and company valuation.

Guy Bisson - 2/07/15
TV ownership in decline?

With the latest BARB data showing UK homes claiming to have a TV is at its lowest level, we take a look at TV ownership across ten markets, revealing some stark differences in the role of the TV set as the centre of the modern home.

Daniel Gadher - 29/06/15
Why the Hulu-Showtime deal makes sense

The deal with Showtime capitalises on Hulu users' tendency to over-index on SVoD and premium channels.

Richard Broughton - 26/06/15
Orange's Jazztel bid accepted, will nearly double fixed market share

Orange's acquisition of Jazztel will boost its market share in the Spanish fixed broadband and telephony market by approaching 100%.

Richard Broughton - 24/06/15
Talk Talk highlights ongoing struggle to monetise superfast broadband

UK telco Talk Talk plans to charge no more for its gigabit broadband service in the UK than it does for its traditional broadband offer - good news for consumers, but a worrying sign for ISPs hoping that fibre would return them to high average revenues per customer.

Richard Broughton - 23/06/15
Facebook's growing video user base

Over a quarter of Spanish Internet users, and nearly a sixth of UK and German Internet users, have used Facebook to watch video in the last month.

Richard Broughton - 22/06/15
Facebook vs YouTube: Online Video Break Point

Facebook's video views are rocketing and recent trials with content owners suggest it’s primed to become a plausible alternative to YouTube.

Richard Broughton - 18/06/15
Vodafone launches fixed ISP play in UK – who’s most at risk?

Mobile operator Vodafone has moved into the consumer ISP and fixed telephony market in the UK, under the brand ‘Vodafone Connect.’ We look at which incumbent players are most at risk from this.

Guy Bisson - 18/06/15
SVOD with traditional pay TV now the must-have combination in US

More homes in the US now take a traditional pay TV service supplemented by a third-party Over-the-Top (OTT) subscription service than take pay TV alone, showing that OTT services like Netflix are now a a key part of the US in-home entertainment channel mix, but the UK pips the US to the post in terms of the number of homes choosing OTT without a traditional pay TV service.

Guy Bisson - 18/06/15
Smart TV beats PC for those viewing online video daily

Viewers in the big five European markets who watch on-line video daily, watch the majority of their non-linear content on a Smart TV rather than a PC, but for overall on-line viewing the PC remains the key device.

Guy Bisson - 18/06/15
Video: Guy Bisson discusses carriage fees for incumbent broadcasters at NEM 2015

Full video of Guy Bisson's June 2015 panel session at NEM in Croatia where platform operators Iskon and Vipnet went head-to-head with public broadcaster HRT over the issue of who pays whom for channel carriage...

Ed Border - 18/06/15
Online HD movie retail price premium

Analysis of on-line movie rental pricing shows that premium-price markets, perhaps counter-intuitively, apply a greater premium for HD content over SD.

Richard Broughton - 17/06/15
Free-to-air broadcasters face an increasingly serious existential threat from online video

Ampere Analysis has assessed 15 Multi-Channel Network investment deals between 2012 and 2014. Globalised platforms such as YouTube are becoming an existential threat to free-to-air broadcasters.

Guy Bisson - 17/06/15
A peek inside the UK connected home shows a change is just around the corner

One of the key challenges for entertainment execs is judging correctly the point at which consumers will jump ship from one medium to another. Two things are needed: a largescale shift in consumer behaviour and a device environment able to seamlessly facilitate the transition.