Conviva State of Streaming Content Discovery

Survey of 2502 in US, June 2021:

• Total >3000 streaming services in US, UK, EU
• Media time spent:
• 39.4% traditional media
• 12.1% digital audio
• 9.7% digital video, 12.4% connected devices (video)
• 8.8% social media
• 17.6% other digital
• Top sources for content discovery:
• by chance 38%
• ad on TV 34%, radio/podcast ad 10%, paper/mag ad 10%
• recommended 30%, recommendations engine 28%, friends talking 27%, service recommendation email 10%, 
• cast member interview on TV 14%
• review 21%
• social media ad 20%, friends on social media 20%, recommendation on social media 18%, post on social media 16%, celebrity on social media 10%
• Social media penetration: Facebook 83%, YouTube 68%, Instagram 52%, Twitter 34%, Snapchat 31%, TikTok 31%, LinkedIn 23%, Twitch 12%
• Streaming video penetration among high social media users:
• Netflix 93%, Prime Video 78%, YouTube 76%
• Disney+ 69%, Hulu 61%, HBO Max 59%
• Apple TV+ 39%, Peacock 38%, Roku 37%, Discovery+ 35%, ESPN+ 34%, Paramount+ 31%
• Pluto TV 28%, Google TV 28%, Tubi 28%, Crackl 24%
• IMDb TV 14%
• Generation Z favorite entertainment activity: video games 26%, music 14%, browsing 12%, social media 11%, TV/movies 10%

Apple TV+: all the originals and licensing announcements of April

Movies - scripted

• Ordered thriller movie Killers of the Flower Moon (Martin Scorsese)
• Orders comedy movie Mr Lucky (Robert Zemeckis, Aaron & Jordan Kandell)
• Drama film CODA premieres 210813. also in theaters

Series - scripted

• Orders anthology series Crowded Room (Tom Holland; 10 episodes)
• Drama series The Mosquito Coast (Justin Theroux, Melissa George; 7 episodes) premieres 210430 (weekly releases)
• Orders anthology series The Crowded Room (on mental illness; Akiva Goldsman, Tom Holland; 10 episodes)
• Season 2 of comedy series Mythic Quest premieres 210507 (weekly releases)
• Orders comedy series Acapulco
• Drama series Lisey’s Story (Stephen King; Julianne Moore, Clive Owen) premieres 210604
• Orders thriller series Now And Then
• Dramedy series Ted Lasso season 2 premieres 210723
• Series Trying season 2 premieres 210521
• Orders series Last Days of Ptolemy Grey (Samuel L Jackson, Dominique Fishback, Walton Goggins, Omar Miller; 6 episodes)
• Aerobics dramedy series Physical (10 episodes; Rose Byrne) premieres 210618
• Drama series The Mosquito Coast (Justin Theroux, Melissa George) premieres 210430

Series - unscripted

• Docu series The Line premieres autumn 2021 (podcast series premieres 210406)
• Talkshow The Problem with Jon Stewart premieres autumn 2021 (with companion podcast)
• Docu series Watch the Sound With Mark Ronson (6 episodes) premieres 210730
• Nature docu series Tiny World season 2 premieres 210422
• Orders docu series Number One on the Call Sheet (2 episodes)

Movies - unscripted

• Orders docu film Black & Blues: The Colorful Ballad of Louis Armstrong (Brian Grazer, Ron Howard)
• Nature docu Fathom premieres 210625

Netflix: all originals announcements since July 29

• Series Transformers: War for Cybertron (from Rooster Teeth) premieres 200730
• Orders animated comedy series Captain Fall
• Movie Ratched (prequel to One Flew Over the Cuckoo's Nest) premieres 200918
• Orders anime series based on game Splinter Cell (2x8 episodes)
• Orders season 5 (final) of Money Heist (Casa de papel)
• Orders movie based on Ubisoft game Beyond Good & Evil
• Production of movie Red Notice (Dwayne Johnson) resumes
• Rumor: nears content deal with Disney for movie Woman in the Window (Amy Adams)
• Orders series Kings of America (about lawsuit against Walmart; Amy Adams)
• Musical series Julie and the Phantoms premieres 200910
• Movie I’m Thinking of Ending Things to premiere 200904
• Animated movie Trollhunters premieres 2021
• Orders movie Reborn
• Series Away (Hillary Swank) premieres 200904
• Orders sci-fi series Wildseed (10 episodes)
• To premiere musical film (to be filmed on stage at Longacre Theater) Diana 2021 (before Broadway stage premiere 210525)
• Content deal with Disney for Fear Street (3 movies)
• Orders comedy special Sarah Cooper: Everything’s Fine, premiere autumn 2020
• Avatar: The Last Airbender creators Michael Dante DiMartino & Bryan Konietzko exit production of live-action series based on it
• Movie The Devil All The Time premieres 200916
• Orders movie The Upper World
• Movie Project Power (Jamie Foxx) premiered
• Docus series (Un)well (6 episodes) premieres 200812
• To premiere series Million Dollar Beach House 200826 (6 episodes)
• Series The Duchess premieres 200911

Comcast / NBCUniversal Investor Day for Peacock: all specs on launch dates, business model, tiers and content

Investor Day for Peacock

Launch dates

• 200415 for Comcast Xfinity X1 (video) & Flex (BB-only) subs
• 200715 generally in the US
• International launch later

Business model

• Focus on ads, ad load 5 min/hr
• Focus on HH (all genres)
• Tiers
• Peacock Free: limited programming, 7500 hr; with ads
• free for all
• Peacock Premium With Ads: complete programming 15k hr incl. live sports and early access to late-night shows; with limited ads
• free for Comcast and Cox subs (24m)
• 5 $/mo for non-subs
• Peacock Premium: incl. non-televised Premier League soccer games; ad-free
• 5 $/mo for Comcast and Cox subs
• 10 $/mo for non-subs

Content

• With originals (series and films)
• Live sports
• Platform based on Sky tech

Targets

• 30-35m subs YE 2024
• Cumulative EBITDA investment 2020-'21 $2b
• Outlook 2024: 30-35m active subs, ARPU $6-7, revenue $2.5b, adjusted EBITDA break-even

HBO Max: all the specs

Launch date:

• May 2020

Content:

• focus on 3 areas
• kids/family
• millennials/Gen-Z
• adults (focus on women)
• new series rolled out one episode at a time
• total 10k hr at launch o/w 1800 films, incl
• originals (31 series in 2020, 50 in 2021)
• library content from Warner Bros, New Line, DC, CNN, TNT, TBS, truTV, Turner Classic Movies, Cartoon Network, Adult Swim, Crunchyroll, Rooster Teeth, Looney Tunes etc
• 3rd-party licensed content
• to add live special events

Pricing:

• 15 $/mo
• free for 10m existing AT&T HBO subs & HBO Now direct-billed subs
• plans new bundles with free HBO Max for premium video, mobile, BB subs (total 170m D2C relationships, 5500 retail stores)
• to add AVOD tier within 1 yr (with added content)

Tools:

• personalised profiles & homepages
• curated recommendations
• co-viewing (shared homepages separate from personal homepages)
• parental PINs
• downloads for offline viewing

Targets:

• 75-90m subs in Americas & Europe YE 2025 o/w 50m in US
• incremental investment $1.5-2.0b in 2020 (for new content, foregone licensing revenue of own content, operating expense for the technology platform, marketing)