Table of Contents 1. Executive Summary
2. Methodology & definitions 2.1. General methodology of IDATE's reports 2.2. Definitions
3. Typology of pay services 3.1. Pricing models and price positioning 3.1.1. Transactional video-on-demand 3.1.2. Subscription video-on-demand 3.2. Means of interaction with rights holders 3.2.1. Revenue sharing model for transactional services 3.2.2. Subscription video-on-demand services: an adaptation of the pay-TV model 3.3. Offering structures and marketing positionings 3.3.1. Little differentiation between offerings from TVOD service providers 3.3.2. Subscription video-on-demand services searching for an identity
4. Competitive positioning 4.1. Major video-on-demand market trends 4.1.1. A booming sector 4.1.2. SVOD driving value growth in on-demand services 4.1.3. Netflix is a growth driver in all countries 4.1.4. On-demand consumption complements rather than competes with pay-TV 4.2. Different competitive environments depending on country 4.2.1. United Kingdom: the market leader in Europe 4.2.2. Germany and France: developing markets 4.2.3. Italy and Spain: emerging markets 4.2.4. United States
5. Profitability conditions 5.1. Conditions for success 5.1.1. External factors 5.1.2. Internal factors 5.2. Conditions for profitability 5.2.1. Transactional services 5.2.2. SVOD services Tables Table 1: Average price comparison of four TVOD services for selected movies and series, France, February 2016 Table 2: Overview of the various subscriptions available for Netflix's streaming service Table 3: List of original series and series distributed exclusively by Netflix worldwide as of 31 December 2015 Table 4: List of original series and series distributed exclusively by Amazon Prime Instant Video in countries where the service is available as of 31 December 2015 Table 5: List of original series distributed by Hulu in the United States as of 31 December 2015 Table 6: Characteristics of the major on-demand services in the United Kingdom, end of 2015 Table 7: Characteristics of the major on-demand services in Germany, end of 2015 Table 8: French VOD platforms ranked by number of users Table 9: Characteristics of the major on-demand services in France, end of 2015 Table 10: Characteristics of the major on-demand services in Italy, end of 2015 Table 11: Characteristics of the major on-demand services in Spain, end of 2015 Table 12: The major VOD and OTT video services of cable operators in the United States Table 13: Comparison of the major subscription services in the United States
Figures Figure 1: Price positioning comparison of select subscription services in the United Kingdom Figure 2: Value distribution for TVOD Figure 3: Illustration of the SVOD business model Figure 4: Comparison of growth in the number of VOD services in major European countries between February 2012 and December 2015, by country where service was established Figure 5: Fixed broadband penetration rates in the major European markets between 2010 and 2015 Figure 6: Mobile broadband penetration rates in the major European markets between 2010 and 2015 Figure 7: Revenue growth comparison between SVOD, DTR and EST, Europe, 2010-2015 (million EUR) Figure 8: Revenue growth comparison between SVOD, DTR and EST, United States, 2010-2015 Figure 9: Revenue growth comparison between SVOD, DTR and EST in the major European countries, 2010-2015 Figure 10: Comparison of SVOD revenue growth in major European market, 2010-2015 Figure 11: Marketing spending by Netflix worldwide, 2011-2015 Figure 12: Pay-TV penetration in TV households, 2010-2015 Figure 13: Average annual expenditure on pay-TV (per subscribed household) and on video-on-demand services (per TV household) in 2015 Figure 14: Percentage of households with a double subscription to pay-TV and SVOD and those with a SVOD-only subscription, in the major European countries and the United States, 2015 Figure 15: Growth rates for the various types of VOD service and pay-TV in Europe Figure 16: Growth rates for the various types of VOD service and pay-TV in the United States Figure 17: UK's market share for the various types of VOD service and pay-TV in Europe (in % of European revenues) Figure 18: Breakdown of the UK's video-on-demand revenues by type of service, 2010 and 2015 Figure 19: VOD services by genre in the United Kingdom Figure 20: Subscriber growth for the three major SVOD services in the United Kingdom (millions of subscribers) Figure 21: Contractual release windows in the United Kingdom Figure 22: Germany's market share for the various types of video-on-demand service and pay-TV in Europe Figure 23: Breakdown of Germany's video-on-demand revenues by type of service, 2010 and 2015 Figure 24: VOD services by genre in Germany Figure 25: Regular use of the major video-on-demand services by German users, early 2015 Figure 26: Overview of the legally defined release windows for subsidised films in Germany Figure 27: France's market share for the various types of video-on-demand service and pay-TV in Europe Figure 28: Breakdown of France's video-on-demand revenues by type of service, 2010 and 2015 Figure 29: VOD services by genre in France Figure 30: Overview of the legally defined release windows in France Figure 31: Italy's market share for the various types of VOD service and pay-TV in Europe Figure 32: Breakdown of Italy's video-on-demand revenues by type of service, 2010 and 2015 Figure 33: VOD services by genre in Italy Figure 34: Spain's market share for the various types of VOD service and pay-TV in Europe (in % of European revenues) Figure 35: Breakdown of Spain's video-on-demand revenues by type of service, 2010 and 2015 Figure 36: VOD services by genre in Spain Figure 37: United States' market share for the various types of VOD service and pay-TV worldwide Figure 38: Breakdown of the United States' video-on-demand revenues by type of service, 2010 and 2015 Figure 39: Contractual release windows in the United States List of Players • ABC on-demand • ALL-IN Movie&TV • Amazon • Arte VOD • AtresPlayer Videoclub • BBox VOD • BT • Canalplay • Catalogo R • Cineclick • Cinema Monatsticket • Clipfish • Club Vidéo SFR • Crunchyroll • El Corte Inglés Cine Y TV Digital • Euskatel Videoclube • Filmin • Filmotech • FilmoTV • FnacPlay • GooglePlay • HBO Now • Hulu • Iminéo • iTunes • Maxdome • Microsoft Store Movies & TV • Movistar Videoclub • Movistar Videoteca • MUBI Europe • MYmovies Live • MyTF1 VOD • Netflix • Nolim Films • ONO Videoclub • Orange • Orange Videoclub • PlayStation Video • Pluzz VOD • Popcornflix • RégloTV • Sky Now • Televeo • TIMvision • Universciné • VideoFutur • Videoload • Videothek Unitymedia • Viewster • Virgin Media • Vodafone Videothek • Watchever • Wuaki.tv • YOMVI
Slideshow Contents Typology of pay services and market positionings of offerings • Pricing models & price positioning • Means of interaction with rights holders • Service positionings
Competitive positioning • SVOD: primary growth driver for video-on-demand • The United Kingdom: the market leader in Europe • Germany and France: developing markets • Italy and Spain: emerging markets • The United States: the largest VOD market worldwide
Profitability conditions • Growth factors • Different challenges depending on the type of service and player
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