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市場調査レポート

IPオーディオビデオストア、有料チャンネルおよび加入サービス収支 2015-2018年

IP Audio-Video Stores, Paid Channels and Subscription Service Receipts 2015-2018

発行 Accustream Research 商品コード 337699
出版日 ページ情報 英文 128 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=102.06円で換算しております。
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IPオーディオビデオストア、有料チャンネルおよび加入サービス収支 2015-2018年 IP Audio-Video Stores, Paid Channels and Subscription Service Receipts 2015-2018
出版日: 2015年08月20日 ページ情報: 英文 128 Pages
概要

この12年間で、IPミュージックは市場収益の大部分を獲得してきました。2008年まで、IPミュージックストア、ベンダーおよびサービス (iTunes含む) は市場の82.3%を所有し、対照的に、映画/TV (NetFlix, Hulu含む)は11.3%でした。しかし現在、映画/TVは48.9%、ミュージックは49.4%と同程度であり、残りをスポーツプログラムが占めています。映画/TV収益は2016年にあらゆる形態のIPミュージック支出を上回ると見込まれ、2018年まで収益の全体的なシェアを拡大すると予測されています。

当レポートは、世界におけるIPオーディオビデオストア、有料チャンネルおよび加入サービス収支について調査しており、デジタルメディア加入・ダウンロード、IPオーディオ/ビデオスポーツ加入、IP映画/TV加入サービス・DTOストア、およびデジタルミュージック加入・ダウンロードサービスの収益を予測しており、今後の市場動向予測などをまとめ、お届けいたします。

第1章

  • IPオーディオ/ビデオ加入・ダウンロードサービスは2015年の世界売上で226億米ドルの実現を見込む
  • デジタルメディア加入・ダウンロード収益:コンテンツバーティカル別
  • デジタルメディア加入・ダウンロード収益シェア:コンテンツバーティカル別
  • ミュージックサービス (加入・DTO(Download- To-Own)) は2015年における世界のベンダー収益の47.5%を獲得する予測
  • 需要の価格弾性:料金は2015年に20.1%下落、インターネットミュージックラジオプログラマー加入者は2015年に57.2%、2016年に28%増加する予測、ほか

第2章

  • IPスポーツPPV、加入および PAY-AS-YOU-GO サービスは収益成長をもたらす
  • IPオーディオ/ビデオスポーツ加入収益
  • IPスポーツ加入・有料サービスは、2003年以降、加入収益全体に占めるシェアを低下
  • IPオーディオ/ビデオ加入・ダウンロード収益:コンテンツバーティカル別

第3章

  • IP映画/TVダウンロード・加入サービス収益は2014年に47.4%上昇、2015-2018年は減速、低い二桁成長の予測
  • IP映画/TV加入サービス・DTOストア収益
  • 映画/TV収益は一貫して全体的な市場シェアを拡大
  • IP映画/TV加入・DTO収益の市場シェア
  • 2004年の映画/TV市場は1,420万米ドル

第4章

  • ミュージックダウンロード収益は、引き続き市場規模を促進し、2015年の収益は85億米ドルの予測
  • デジタルミュージック加入・ダウンロードサービス収益・成長比較
  • iTunesミュージックトラック売上の歴史
  • 需要の価格弾性:料金は2015年に20.1%下落、インターネットミュージックラジオプログラマー加入者は2015年に57.2%、2016年に28%増加する予測
  • Spotifyは世界で加入者が拡大、ほか
目次

The international marketplace for IP audio-video facilitated through paid-to-own media vendors and pay-as-you-go subscription services is on solid financial ground, and firmly integrated into the consumer experience.

These emerging businesses frame a 12-year CAGR of 61.2%, with 2015 receipts projected at $22.6 billion, split between multiple music plans, movies, television and sports programming.

This globally distributed marketplace is presently forecast to reach $31.7 billion in transaction value by year-end 2018.

Over the past twelve years, IP music (i.e. download-to-own stores, subscription song-play and internet music radio services) has captured the vast majority of marketplace revenues.

As recent as 2008, these stores, vendors and services owned 82.3% of the market (including iTunes), in contrast to movies/TV (including NetFlix, Hulu) at 11.3%

Today, comparable figures are 48.9% movies/TV and 49.4% music, with sports programming capturing the remainder.

Movies/TV receipts are on track to surpass all modes of IP music payments in 2016, and increase total share of revenues through 2018, according to the industry trade resource IP Audio-Video Stores, Paid Channels and Subscription Services 2015 - 2018 produced by AccuStream Research.

IP music subscription services (including Spotify, Pandora, RDIO, Rhapsody, new entrant Apple Music, plus the internet subscriber tier offered by SiriusXM) are forecast to deliver $2.6 billion in revenue across all served geographies.

Download-to-own stores (including iTunes and Amazon) are estimated to post $8.5 billion in global sales.

By contrast, IP video services are a majority subscription or rentals-centric business, with approximately 18% of total revenue generated through store sales.

This investment grade resource provides annual data and analysis of music track downloads by vendor (2003 - 2015), movie/TV purchases and transactions, subscribers by service and program category, global revenues, growth projections, technology relationships, viewing hours, listening hours and more.

Across all stores, vendors and services, library scale matters. To claim a stake in the IP audio-video marketplace, it's vital to possess the cash reserves necessary to pony up for digital rights, and or cover royalty payments owed to organizations and guilds.

This marketplace is dominated by large consumer brands, from internet pure-plays to highly integrated cross-platform organizations, including Netflix, Hulu, the broadcast networks, studios and programmers, Amazon, Pandora, the major professional sports leagues, Apple (i.e. iTunes Video), Microsoft, Wal-Mart and Sony.

Subscriber satisfaction, at this point in the market's evolution, is less likely to be tied to improved resolution (i.e. higher bit rates employed as a marketing tactic, offering very highest quality experience as a compelling point of differentiation) but rather library size, aggressive/flat rate pricing and content accessibility (i.e. better navigation and search) across a broad set of devices; consumers want choice.

The growth in movie/TV libraries migrating online continues, but at a moderate rate compared to the growth of subscribers and viewing hours per subscriber to better manage media processing, storage and licensing costs.

However, that strategy creates a dynamic which we believe translates into slower market expansion over the next several years (and reflected in our forecasts), even considering a ramp-up of in-house productions such as House of Cards.

For example, NetFlix had 61 million paid/non-paid subs at year-end December 2014; that figure is presently 65 million, with a projected total of 67 - 69+ million by year-end 2015 (44 - 46 million in the U.S.), an annual increase of 12% - 15%

NetFlix generated 1 billion hours of viewing per month, on average, in 2013, against 33 million online subscribers, or 30.3 hours of monthly viewing.

NetFlix generated 3.3 billion hours of viewing per month, on average, against 64 million subscribers so far in 2015, or 51.56 hours of viewing, a 15-month change of 69%.

However, while NetFlix has negotiated rights to an estimated 30,000 titles, the service only makes available about 10,000 - 11,000 selections at any given time, with titles added or removed as licensing windows open or expire.

Music services, with the notable exception of Pandora (with about 1 million tracks available), maintain libraries of 30 million or more tracks.

Table of Contents

SECTION ONE

  • IP AUDIO / VIDEO SUBSCRIPTION AND DOWNLOAD SERVICES FORECAST TO REALIZE $22.6 BILLION IN 2015 GLOBAL SALES
  • Revenue shifts indicate the market's growing preference for renting and pay-as-you-go services: IP media rentals outpacing user demand to own media outright
  • DIGITAL MEDIA SUBSCRIPTION AND DOWNLOAD REVENUE BY CONTENT VERTICAL: 2003 - 2018
  • DIGITAL MEDIA SUBSCRIPTION AND DOWNLOAD REVENUE SHARE BY CONTENT VERTICAL: 2003 - 2018
  • MUSIC SERVICES (SUBSCRIPTION AND DOWNLOAD-TO-OWN) FORECAST TO CAPTURE 47.5% OF GLOBAL VENDOR REVENUE IN ‘15
  • PRICING ELASTICITY OF DEMAND: FEES FALL 20.1% IN 2015, INTERNET MUSIC RADIO PROGRAMMER SUBS FORECAST TO INCREASE BY 57.2% IN 2015; 28% IN 2016
  • IP MUSIC RADIO SUBSCRIPTION LISTENING HOURS SLOW GO: FORECAST TO GROW BY 10.6% IN 2015; SINGLE-DIGITS THROUGH 2018
  • INTERNET MUSIC RADIO LISTENING HOURS: AD-SUPPORTED VS. SUBSCRIPTION
  • DOWNLOAD AND PAY-AS-YOU-GO MOVIE AND TELEVISION SERVICES LEAD THE MARKET IN GLOBAL SALES
  • GLOBAL MEDIA STORE AND SERVICE MOMENTUM 2003 - 2015: SUBSCRIPTION AND DOWNLOAD VENDOR SALES HAVE ADVANCED AT A 44.4% CAGR OVER THE PAST TWELVE YEARS
  • A TOTAL MARKET WORTH $22.7 BILLION BY YEAR-END 2015

SECTION TWO

  • IP SPORTS PPV, SUBSCRIPTION AND PAY-AS-YOU-GO SERVICE OFFERINGS REVENUE GROWTH: 2003 - 2015
  • IP Sports programming is designed for, and appeals to, mobile audiences and out-of-home users
  • IP AUDIO/VIDEO SPORTS SUBSCRIPTION REVENUE: 2003 - 2015
  • IP SPORTS SUBSCRIPTIONS AND PAID SERVICES DISPLAY A DECLINING SHARE OF TOTAL SUBSCRIPTION REVENUE SINCE 2003
  • IP AUDIO/VIDEO SUBSCRIPTION AND DOWNLOAD REVENUE BY CONTENT VERTICAL: 2003 - 2015

SECTION THREE

  • IP MOVIES/TV DOWNLOAD AND SUBSCRIPTION SERVICES REVENUE ADVANCES 47.4% IN 2014; MODERATING, LOW DOUBLE-DIGIT GROWTH EXPECTED FOR 2015 - 2018
  • IP Movie, TV Vendor, Services provider and marketplace growth predictions
  • IP MOVIE/TELEVISION SUBSCRIPTION SERVICES AND DOWNLOAD-TO-OWN STORE REVENUE: 2003 - 2015
  • MOVIES/TV REVENUE HAS CONSISTENTLY INCREASED TOTAL MARKET SHARE
  • IP MOVIE / TV SUBSCRIPTION AND DOWNLOAD-TO-OWN REVENUE MARKET SHARE: 2003 - 2015
  • MOVIES/TV A $14.2 MILLION MARKET IN 2004
  • IP Movie / Television Subscription, Download-to-own and Transaction Revenue: 2015

SECTION FOUR

  • MUSIC DOWNLOAD REVENUES CONTINUE TO DRIVE THE MARKET'S VALUE, FORECAST AT $8.5 BILLION IN '15 GLOBAL REVENUE
  • DIGITAL MUSIC SUBSCRIPTION AND DOWNLOAD SERVICES REVENUE AND GROWTH COMPARISONS: 2003 - 2015
  • ITUNES MUSIC TRACK SALES HISTORY 2003 - 2015
  • PRICING ELASTICITY OF DEMAND: FEES FALL 20.1% IN 2015, INTERNET MUSIC RADIO PROGRAMMER SUBS FORECAST TO INCREASE BY 57.2% IN 2015; 28% IN 2016
  • SPOTIFY GLOBAL SUBSCRIBER GROWTH
  • IP DOWNLOAD-TO-OWN AND SUBSCRIPTION MUSIC REVENUE DIPS TO SUB 10% GROWTH IN 2015
  • DIGITAL MUSIC SUBSCRIPTION AND DOWNLOAD SERVICES/VENDOR REVENUE: 2003 - 2015
  • DIGITAL MEDIA SUBSCRIPTION AND DOWNLOAD REVENUE BY CONTENT VERTICAL: 2003 - 2015
  • IP MUSIC SERVICES AND TRANSACTION REVENUE BY VENDOR: 2015
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