法国订阅视频点播SVOD行业市场前景及投资研究报告-培训课件外文版2024.6

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TRENDSSVODinFranceCHAPTER

01OverviewSubscriptionvideo-on-demand(SVOD)revenueworldwidefrom2016to2028(inbillionU.S.dollars)SVODrevenueworldwide2016-20281401201008012499676036.052018402517.2220020162017202020222028*3Description:Dataontheglobalsubscriptionvideo-on-demand(SVOD)marketshowedthatrevenuemorethantripledbetween2017and2022,growingfrom25billionU.S.dollarsto99billionU.S.dollars.Furtherrapidgrowthispredictedtocontinueinthefuture,andbytheyear2028,therevenueisexpectedtosurpass124billionU.S.dollars.ReadmoreNote(s):Worldwide;2016to2022;forecastbasedonDecember2022results;*Forecast.Figureshavebeenrounded.Somefigurescomefromseparatereports.

ReadmoreSource(s):DigitalTVResearchRevenueofsubscriptionvideo-on-demand(SVOD)worldwidein2029,byplatformandregion(inbillionU.S.dollars)SVODrevenueworldwide2029,byplatformRevenueinbillionU.S.dollars0510152025303533.540NetflixDisney+China13.69.6HBO8.27.46.8AmazonParamount+AppleTV+OtherU.S.Others2.124.421.14Description:Accordingtoaforecast,NetflixwillremainthelargestglobalSVODprovider,withrevenuesofover33billionU.S.dollarsin2029.Disney+followed,howeverestimatesfortheservice'srevenuesuggestthattherewillbeasubstantialgapbetweenNetflixandDisney+,withNetflix'srevenueprojectedtobealmost2.5timeshigherthanitscompetitor.ReadmoreNote(s):Worldwide;June2023Source(s):DigitalTVEurope;DigitalTVResearchDistributionofover-the-top(OTT)subscriptionrevenuesworldwidefrom2020to2025,byregionRevenuedistributionofOTTsubscriptionservices2020-2025,byregionNorthAmericaAsiaPacificWesternEuropeCentralandSouthAmericaCentralandEasternEuropeMiddleEastandNorthAfrica100%90%80%70%60%50%40%30%20%10%0%2020202120222023*2024*2025*5Description:In2022,thelargestshareofOTTsubscriptionrevenuesworldwidewasheldbyNorthAmericanservices,accountingforover51percentoftotalrevenues.AsiaPacificandWesternEuropefollowedwitharound20and19percentrespectively.However,therevenuemarketshareforNorthAmericaisprojectedtodropbelow50percentbeginningin2024,markingasignificantshiftasitwillbethefirsttimetheregionlosesitsmajoritysincethelaunchofNetflix'sstreamingplatformin2007.ReadmoreNote(s):Worldwide;2020to2022;forecastfrom2023;*Forecast.ReadmoreSource(s):AmpereAnalysisRevenueofthepayTVandsubscriptionvideo-on-demand(SVOD)marketinselectedcountriesworldwidein2027(inbillionU.S.dollars)RevenueofpayTVandSVODservicesinselectedcountriesworldwide2027SVODPayTV70605040302010063.953.310.39.45.55.14.84.54.62.7U.S.ChinaUKJapanGermany6Description:RevenueforpayTVandsubscriptionvideo-on-demand(SVOD)servicesisprojectedtoreachabout53and64billionU.S.dollars,respectively,intheUnitedStatesby2027.Thiswasthehighestprojectedrevenuebyfaramongselectedcountriesglobally.AlthoughprojectedtohavetwotothreetimesthenumberofsubscribersasintheUnitedStates,China'spayTVandSVODmarketareexpectedtoseerevenuesofaround10.3and9.4billionU.S.dollarsrespectively.

ReadmoreNote(s):Worldwide;2022Source(s):DigitalTVResearchCHAPTER

02SVoDmarketNumberofsubscriptionvideo-on-demand(SVOD)subscriptionsinWesternEuropefrom2023to2029,bycountry(inmillions)SVODsubscriptionsinWesternEurope2023-2029,bycountry2023202420298070605040302010070.758.956.955.948.747.244.44442.640.931.129.929.226.42119.319.617.8GermanyUKFranceItalySpainOthers8/statistics/1415460/western-europe-svod-subscriptions-forecastGermanyisprojectedtosurpasstheUnitedKingdomintermsofSVODsubscriptionsbytheendof2023.Ingeneral,WesternEuropeisforecasttoseeasignificantincreaseinSVODsubscriptions,reaching273millionby2029,upfrom210millionin2023.ReadmoreNote(s):Europe;2023;forecastSource(s):BroadbandTVNews;DigitalTVResearchMarketsharesofsubscriptionvideo-on-demand(SVOD)servicesinselectedcountriesinEuropefrom2ndquarter2022to1stquarter2023MarketshareofSVODplatformsinEurope2022-2023NetflixPrimevideoDisney+Others100%90%80%70%60%50%40%30%20%10%0%25%11%25.5%26.6%27.2%10.6%11.1%29.8%10.9%29.2%30.1%29.2%34%33.7%33.3%33%Q22022Q32022Q42022Q120239Description:Inthefirstquarterof2023,Netflixemergedasthedominantsubscriptionvideo-on-demand(SVOD)serviceintopfiveEuropeancountries,followedbyPrimeVideoandDisney+withmarketsharesof29.2percentand10.6percent,respectively.Notably,Netflix'smarketshareexperiencedaslightdeclinefromthesecondquarterof2022tothefirstquarterof2023,decreasingfrom34percentto33percent.ReadmoreNote(s):France,Germany,Italy,Spain,UnitedKingdom;Q22022toQ12023;basedonsubscribernumbersSource(s):DataxisPricesofselectedvideostreamingservicesinEuropeasofJuly2023,bycountry(ineuros)PricesofvideostreamingprovidersinEurope2023,bycountryPriceineurosItlay

GermanyUK2SpainFrance01345678910114.995.495.49NetflixwithadsNetflixBasic4.995.996.997.997.997.998.998.997.99Disney+8.998.998.998.995.995.99Primevideo8.996.996.999.995MainSVODlocalplatforms(lowertier)*6.996.9910Description:AsofJuly2023,themainSVODplatformintheUnitedKingdom,NOW,stoodoutasthemostexpensiveoneacrossEurope'slocalplayers,pricedat9.99eurospermonth.Incontrast,Spain'smainlocalstreamingprovider,Mitele,costfiveeurospermonth.Meanwhile,Netflix'sad-supportedtierwasoneofthemorebudget-friendlychoicescomparedtothelocalcompetitors.ReadmoreNote(s):France,Germany,Italy,Spain,UnitedKingdom;asofJuly2023;*Localplayers:France:Canal+,Germany:RTL+,Italy:Timvision,Spain:Mitele,UK:Now.ReadmoreSource(s):DataxisValueoftheentirevideo-on-demand(VoD)marketinFrancefrom2012to2022(inmillionofeuros)ValueofthevideoondemandmarketinFrance2012-20222,5002,0001,5001,0005001,971.81,746.51,560.31,091762.42018485.12017366.62016317.62015265251.72012239.6201302014201920202021202211Description:Thevalueofthevideo-on-demandmarketinFrancehasgrownexponentiallyoverthepastdecade.Whilethemarketreacheditslowestvaluein2013witharound240millioneuros,itrecordedatotalexceeding1.97billioneurosasof2022.

ReadmoreNote(s):France;2012to2022Source(s):AQOA;Centrenationalducinémaetdel’imageanimée;GfKConsumerspendingondigitalvideoinFrancefrom2008to2022(inmillioneuros)Digitalvideomarket:consumerspendinginFrance2008-20223,0002,5002,0001,5001,0005002,796.12,444.71,924.41,233.1789.72018469348.12016286.32015195.72014132.12012142103.420116210.721020082009201020132017201920202021202212Description:Consumerspendingondigitalvideohastremendouslyincreasedsince2008.In2022,Frenchconsumersspentnearly2.8billioneurosondigitalvideo,whereasthatvalueexceededtenmillioneurosthirteenyearsago.

ReadmoreNote(s):France;2008to2022Source(s):IVF;OmdiaNumberofhouseholdssubscribedtoNetflix,PrimeVideo,andDisney+inFrancefrom1stquarter2019to4thquarter2021(inmillions)NumberofhouseholdssubscribedtomajorSVODserviceinFrance2019-2021NetflixPrimeVideo8.9Disney+12.010.08.010.510.3109.79.197.776.76.16.13.65.95.93.46.0534.62.843.62.14.03.42.72.221.91.52.01.30.0Q12019Q22019Q32019Q42019Q12020Q22020Q32020Q42020Q1221Q2221Q32021Q4202113Description:ThenumberofhouseholdssubscribedtoatleastonevideoondemandstreamingservicehassteadilybeenincreasingoverthepastyearsinFrance.WhilearoundsixmillionFrenchhouseholdsweresubscribedtoNetflixduringthefirstquarterof2019,thatvalueskyrocketedto10.5millioninalmostthreeyears.MorethanayearafteritslaunchinFranceinApril7,2020,3.6millionhouseholdsaresubscribedtoDisney+intotal.ReadmoreNote(s):France;Q12019toQ42021Source(s):Centrenationalducinémaetdel’imageanimée;MédiamétrieCHAPTER

03PlatformsShareofsubscribersofvideostreamingservicesinFrancein2022,bynumberofservicesNumberofvideostreamingsubscriptionsofFrenchviewers2022Don'tknow2%128%None39%218%38%5andmore2%43%15Description:ThemajorityofFrenchrespondentsaresubscribedtoatleastoneservice(59percent),ofwhichthemajoritydoinfactownjustonesubscriptionin2022.However,nearlyoneinsixFrenchconsumersownthreeormoresubscriptions.

ReadmoreNote(s):Belgium,France,Germany,Italy,Spain,UnitedKingdom;April27to28,2022**;1,005*;18yearsandolder;*Intotal,3,015Europeanshavebeenpartintheoverallsurvey:France:1,005Spain,Italy,UK,Belgium,Germany:402each**Date[...]

ReadmoreSource(s):OdoxaRankingofvideo-on-demandplatformsinFrancefromJanuarytoSeptember2022,byusageRankingofvideo-on-demandplatformsinFrance2022,byusageShareofrespondents30%0%10%20%40%50%60%70%NetflixAmazonPrimeVidéoDisney+65.7%47.5%34.6%Canal+SériesSalto16.8%13%12.4%12.2%11.8%11.5%e-cinemaFilmoTVLaCinetekCapuseenTFOUMAXAppleTV+ADNAnimeDigitalNetworkGulliMax9.5%9.5%8.6%8.3%8.1%BrutXTenk6.4%16Description:BetweenJanuaryandSeptember2022,65.7percentofconsumerswhowatchedavideoprogramonavideo-on-demandplatformdiditonNetflix.AmazonPrimecameinsecondpositionwith47.5percentofrespondents,whileDisney+managedtoobtainthethirdpositionaboutthreeyearsafteritslaunchinFranceinApril2020.ReadmoreNote(s):France;FromJanuarytoSeptember2022;3

yearsandolder;videoondemandconsumersinthelast30daysSource(s):Centrenationalducinémaetdel’imageanimée;VertigoResearchBreakdownofmoviesavailableonPay-per-View(TVOD)inFranceasofOctober2022,bynumberofplatformsNumberofplatformsmovieswereavailableonTVODinFrance202290%84%80%70%60%50%40%30%20%10%0%12%3%1%1platform2platforms3platforms4platforms17Description:AsofOctober2022,84percentofmoviesavailableonTVODinFrancecouldonlybepurchasedononestreamingplatform.Intotal,fourpercentofthesemovieswereavailableonthreeTVODplatformsormore.

ReadmoreNote(s):France;asofOctober2022Source(s):ArcomNumberofhouseholdssubscribedtoNetflix,PrimeVideo,andDisney+inFrancefrom1stquarter2019to4thquarter2021(inmillions)NumberofhouseholdssubscribedtomajorSVODserviceinFrance2019-2021NetflixPrimeVideo8.9Disney+12.010.08.010.510.3109.79.197.776.76.16.13.65.95.93.46.0534.62.843.62.14.03.42.72.221.91.52.01.30.0Q12019Q22019Q32019Q42019Q12020Q22020Q32020Q42020Q1221Q2221Q32021Q4202118Description:ThenumberofhouseholdssubscribedtoatleastonevideoondemandstreamingservicehassteadilybeenincreasingoverthepastyearsinFrance.WhilearoundsixmillionFrenchhouseholdsweresubscribedtoNetflixduringthefirstquarterof2019,thatvalueskyrocketedto10.5millioninalmostthreeyears.MorethanayearafteritslaunchinFranceinApril7,2020,3.6millionhouseholdsaresubscribedtoDisney+intotal.ReadmoreNote(s):France;Q12019toQ42021Source(s):Centrenationalducinémaetdel’imageanimée;MédiamétrieCHAPTER

04SubscribersNumberofhouseholdssubscribedtoNetflix,PrimeVideo,andDisney+inFrancefrom1stquarter2019to4thquarter2021(inmillions)NumberofhouseholdssubscribedtomajorSVODserviceinFrance2019-2021NetflixPrimeVideo8.9Disney+12.010.08.010.510.3109.79.197.776.76.16.13.65.95.93.46.0534.62.843.62.14.03.42.72.221.91.52.01.30.0Q12019Q22019Q32019Q42019Q12020Q22020Q32020Q42020Q1221Q2221Q32021Q4202120Description:ThenumberofhouseholdssubscribedtoatleastonevideoondemandstreamingservicehassteadilybeenincreasingoverthepastyearsinFrance.WhilearoundsixmillionFrenchhouseholdsweresubscribedtoNetflixduringthefirstquarterof2019,thatvalueskyrocketedto10.5millioninalmostthreeyears.MorethanayearafteritslaunchinFranceinApril7,2020,3.6millionhouseholdsaresubscribedtoDisney+intotal.ReadmoreNote(s):France;Q12019toQ42021Source(s):Centrenationalducinémaetdel’imageanimée;MédiamétrieNumberofNetflixsubscribersinEuropefrom2020to2026(in1,000s)NumberofNetflixsubscribersinEurope2020-2026100,00090,00080,00070,00060,00050,00040,00030,00020,00010,000086,19566,89258,83420202021*2026*21/statistics/713055/netflix-subscribers-in-europeBy2026,around86millionEuropeansareforecasttohaveaNetflixsubscription.In2020thisfigurestoodatjustbelow60millionNetflixsubscribersinEurope.Asofthefirstquarterof2021,Netflixhadalmost210millionpayingsubscribersworldwide.ReadmoreNote(s):Europe;2020;*ForecastThedatahasbeencompiledandcalculatedusingthefollowingsource:DigitalTVResearch.ReadmoreSource(s):DigitalTVResearch;NumberofNetflixsubscribersinWesternEuropefrom2015to2027(inmillions)NumberofNetflixsubscribersinWesternEurope2015-20277060504061.954.1643.1935.07302618.612010012.252015201620172018201920202027*22Description:In2020,therewereapproximately54.16millionNetflixsubscribersinWesternEurope.By2027,subscriptionnumbersareforecasttoincreasebynearlyeightmillion,reachingaround62millionsubscribers.

ReadmoreNote(s):Europe;2015to2020;forecastdatafromJune2022;*ForecastFigureshavebeenroundedFiguresfor2015to2020werepublishedearlierbythesource.

ReadmoreSource(s):DigitalTVResearchRankingofTVshowsonNetflixinFranceinSeptember2023,bynumberofuniqueviewers(inmillions)LeadingNetflixTVseriesinFranceSeptember2023,byuniqueviewersNumberofuniqueviewersinmillions012345678OnePiece(2023)SexEducationDearChild6.952.9ClassAct2.3TopBoy2TheVampireDiariesWhoIsErinCarter?TheWalkingDeadYoungSheldonBurningBodyDisenchantmentVirginRiver1.81.71.51.41.31.31.3GossipGirl1.223Description:Over6.9millionuniqueviewersinFrancewatchedtheNetflix'sadaptationofEiichiroOda'sseminalmangaseries,'OnePiece(2023),inSeptember2023,makingittheleadingseriesontheSVODplatforminthecountryduringthatmonth."SexEducation"accountedforfivemillionuniqueviewersinFranceandthus,itreachedthesecondplaceintheranking.Thrillerseries"DearChild"cameinthirdposition,witharound2.9millionuniqueviewers.ReadmoreNote(s):France;September2023;numberofuniqueNetflixprofiles(extrapolatedtothenumberofprofiles)

thatwatchedatleast2minofanepisodeforagivenseriesSource(s):PlumResearchCHAPTER

05HabitsAveragebudgetallocatedtosubscriptionvideo-on-demand(SVOD)servicesbycustomersinFrancefromJune2020toJune2022(ineuros)AverageSVODbudgetofcustomersinFrance2020-202218.517.717.517.417.516.515.514.513.512.515.815.715.614.113.613.4June2020Sept.2020Dec.2020March2021June2021Sept.2021Dec.2021March2022June202225Description:WhiletheaveragebudgetallocatedbyFrenchviewerstosubscriptionvideo-on-demand(SVOD)serviceshasbeenconstantlyontherisesinceJune2020,thatvaluerecordedaslightdecreaseinJune2022.Thisturnaroundcouldbecausedinpartbytheincreaseinthemonthlysubscriptionfeesaswellasthenumberofavailableservices.ReadmoreNote(s):France;June2020toJune2022Source(s):HarrisInteractive;NPAConseil;OffremediaOnlineconsumptionofTVshowsinFrancein2023,bydeviceFrenchviewerswhowatchedaTVshowonline2023,bysupport70%65%60%50%40%30%20%10%0%40%34%17%1%TelevisionsetComputerSmartphoneTabletMobilegamingdevice26Description:TVshowconsumptionparticularlythrivesontheinternetthankstovideo-on-demandplatformsthatofferagreatvarietyofseriesandmovies.65ofrespondentsclaimtowatchTVshowsontelevisionsets,while40percentconsumeTVshowsontheircomputers.Mobilegamingconsolesweretheleast-useddeviceinFrancein2022.ReadmoreNote(s):France;May8to26,2023;5,006respondents;15yearsandolderSource(s):ArcomDistributionofpaidvideoondemand(VoD)consumptioninFrancein2022,bydevicePaidvideoondemandvideoconsumptioninFrance2022,bydevice100%90%80%70%60%50%40%30%20%10%0%86.4%48.2%44.2%28.7%TelevisionComputerMobilephonesTablets27/statistics/730786/paid-video-on-demand-consumption-distribution-device-franceTelevisionsetswerethemostuseddevicesbyFrenchpeopleregardingvideoondemandconsumptionin2022,withatotalalmostreaching90percent.48.2percentofrespondentsstatedwatchingvideoondemandcontentoncomputersthatsameyear.ReadmoreNote(s):France;JanuarytoSeptember2022;videoondemandconsumersinthelast30daysSource(s):Centrenationalducinémaetdel’imageanimée;VertigoResearchFrequencyofconsumptionofTVshowsinFrancein2023FrequencyatwhichFrenchviewerswatchTVshows2023Lessoften7%Onetothreetimesamonth14%Everydayoralmost41%Onetofivetimesaweek38%28Description:Asfarasvideocontentgoes,TVshowskeepgettingmoreandmorepopularamongFrenchviewers,particularlyonlinethankstotheriseofvideo-on-demandplatformssuchasNetflixorAmazonPrime.Asof2023,41percentofFrenchviewerswatchanepisodeeverydayoralmost,while14percentofrespondentsclaimtowatchaTVshowonetothreetimesamonth.ReadmoreNote(s):France;May8to26,2023;5,006respondents;15yearsandolderSource(s):ArcomOverallconsumptionofonlineTVshowsinFrancebetween2011and2023OverallconsumptionofonlineTVshowsinFrance2011-202355%49%49%50%45%40%35%30%25%48%46%43%42%37%35%33%32%31%31%30%December

October

May2013

October

May2014

May2016

May2017

March2018

May2019

June2020

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May2022

May20232011

2012

201329Description:TheonlineconsumptionofTVshowshasbeenconstantlyincreasingoverthepastdecade.While31percentofrespondentswatchedTVseriesonlineasof2011,thatvaluealmostreached50percentby2023.

ReadmoreNote(s):France;2011to2023;5,006respondents;15yearsandolderSource(s):ArcomNumberofuniqueviewersofTVshowsonNetflixinFrancefromMaytoSeptember2023,bydevice(inmillions)DevicesusedtowatchNetflixTVseriesinFrance2023TVScreenMobileComputerUnknownOther201816141210818.116.716.516.115.712.912.812.612.212.210.58.68.68.48.363.343.133.13.121.20.010.020.030.07September0MayJuneJulyAugust30Description:InFrance,themostpopulardevicesamongNetflixcustomerstoconsumeTVshowswereTVscreens,withnearly16.7millionuniqueviewers.Mobiledevicesreachedthesecondpositionintherankingwith12.8millionusersduringSeptember2023.Rankingthird,computerswereusedbyabout10.5millionpeople.ReadmoreNote(s):France;MaytoSeptember2023Source(s):PlumResearchShareofNetflixsubscriberhouseholdssharingtheirpasswordsinselectedcountriesinEuropeasof2022PasswordsharinginNetflixsubscriberhouseholdsinEurope2022,bycountry50%47%45%40%35%30%25%20%15%10%5%42%35%33%27%0%SpainGermanyFranceItalyUK31Description:Accordingtoa2022survey,amongselectedEuropeancountrie