澳大利亚订阅服务行业市场前景及投资研究报告-培训课件外文版2024.5

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TRENDSSubscriptionservicesinAustraliaCHAPTER

01GlobaloverviewPopularonlinemusicservicesforaccessingSouthKoreanpopmusic(K-pop)worldwideasofDecember2022PopularonlinemusicservicesforK-popworldwide2022Shareofrespondents40%0%10%20%30%50%60%70%80%90%YouTubeSpotify81.1%50.2%AmazonMusicGooglePlayMusicAppleMusiciTunes20.7%19.2%18.3%13.7%Deezer9.7%Joox8.4%8.4%QQMusicVLive5.3%3Description:Accordingtoa2022surveyconductedacross26countriesworldwide,around81percentofrespondentsstatedthattheyusedYouTubeforaccessingSouthKoreanpopmusic(K-pop)content.OnlinemusicserviceswerethemostpopularmethodofaccessingK-popcontentworldwide.ReadmoreNote(s):Worldwide,SouthKorea;November11toDecember9,2022;10,978respondentsworldwide*;15-59years;respondentswhoexperiencedSouthKoreanculturalcontent;*Thissurveywasconductedinthefollowing26countries:China,[...]

ReadmoreSource(s):KoreanFoundationforInternationalCulturalExchange;MCST(SouthKorea);ResearchLabNumberofNetflixpaidsubscribersworldwidefrom1stquarter2013to2ndquarter2023(inmillions)QuarterlyNetflixsubscriberscountworldwide2013-20233002502001501005004Description:Netflixhadaround238.39millionpaidsubscribersworldwideasofthesecondquarterof2023.Thismarkedanincreaseof5.89millionsubscriberscomparedwiththepreviousquarter.MostNetflixsubscribersarebasedintheEMEAregion(Europe,MiddleEast,andAfrica),accountingforalmost80millionofNetflix`stotalglobalsubscriberbase.ReadmoreNote(s):Worldwide;Q12013toQ22023;excludingfreetrialsSource(s):NetflixRevenuegeneratedbyNetflixworldwidein2022,byregion(inmillionU.S.dollars)Netflix'sglobalrevenue2022,byregion16,00014,084.6414,00012,00010,0008,0006,0004,0002,0009,745.024,069.973,570.220U.S.andCanadaEurope,MiddleEast,andAfricaLatinAmericaAsiaPacific5Description:In2022,Netflixreportedarevenueofover14billionU.S.dollarsinNorthAmerica,upfromaround12.97billioninthepreviousyear.TherevenuegeneratedintheUnitedStatesandCanadawasmorethantripletheamountbroughtinfromLatinAmerica.TherevenuefromtheAsiaPacificregionsurpassed3.5billionU.S.dollarsforthefirsttimein2022.ReadmoreNote(s):Worldwide;2022Source(s):NetflixShareofadultswithaNetflixsubscriptionintheUnitedStatesasofMarch2023NetflixsubscriptionsintheU.S.202340%35%30%25%20%15%10%5%38%34%18%11%0%IsubscribeanddonotshareapasswordwithanyoneIsubscribeandshareapasswordwith

Idonotsubscribe,butuseapassword

Idonotsubscribeand/ordonotusesomeoneelse

fromsomeoneelse

someoneelse'spassword6/statistics/707542/netflix-subscription-adults-usaAsofMarch2023,38percentofrespondentstoasurveyheldintheUnitedStateshadacurrentNetflixsubscriptionanddidnotshareapasswordwithanyone.Meanwhile,11percentdidnotsubscribe,butusedapasswordfromsomeoneelse.

ReadmoreNote(s):UnitedStates;March3to5,2023;2,200respondents;18yearsandolderSource(s):MorningConsultNumberofSpotifypremiumsubscribersworldwidefrom1stquarter2015to2ndquarterof2023(inmillions)Spotify'spremiumsubscribers2015-2023250200150220210205195188182180172165158155144138130124113108100961005008783757162595248403630282422187Description:Asofthesecondquarterof2023,Spotifyhad220millionpremiumsubscribersworldwide,upfrom188millioninthecorrespondingquarterof2022.Spotify`ssubscriberbasehasincreaseddramaticallyinthelastfewyearsandhasmorethandoubledsinceearly2017.ReadmoreNote(s):Worldwide;Q12015toQ22023Source(s):SpotifyRevenueofSpotifyworldwidefrom1stquarter2016to1stquarter2023(inmillioneuros)Spotify'squarterlyrevenue2016-20233,5003,0002,5002,0001,5003,1663,036

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20238Description:Withmusicstreamingnotslowingdownonitsconquesttorevolutionizethewayweconsumemusic,isthesametosayaboutthecompaniesthatareleadingthechange?ForSpotify,itlookslikeyes.TheSwedishstreaminggianthasseenanoverallincreaseinquarterlyrevenuesinceitsfoundationbyCEODanielEkin2006.Inthefinalquarterof2022,thecompanyaccumulatedarevenueof3.2billioneuroswhichonlyslightlyfelltothreebillioninthefirstquarterof2023.Thisnumberisalso[...]ReadmoreNote(s):Worldwide;Q12016toQ12023Source(s):SpotifyCHAPTER

02RegionaloverviewLeadingmusicappsinJapanin2022,bydownloads(inmillions)MostpopularmusicappsinJapan2022,bydownloadsDownloadsinmillions0123456SpotifyAmazonMusicLINEMusic5.183.773.51Pokekara2.81YouTubeMusicKaraokekan20.990.820.73SimplePianoMusicPlayerMP3(Lite)SimpleTapPiano*Soundcore0.710.7110Description:SpotifywasdownloadedmorethanfivemilliontimesinJapanin2022,whichmadeittheleadingmusicappintermsofdownloadsduringthatyear.ItwasfollowedbyAmazonMusicandLINEMusic,whichwerebothdownloadedmorethanthreemilliontimes.ReadmoreNote(s):Japan;JanuarytoDecember2022;totalnumberofdownloadsregisteredduringtheperiod;iPhone/iPadAppStoreandGooglePlay;*OnlyAppStore.Valueshavebeenrounded.Releasedategivenhereisthedateofdataaccess.

ReadmoreSource(s):AppMagicLeadingvideo-on-demand(VOD)appsinJapanin2022,bydownloads(inmillions)Mostpopularvideo-on-demandappsinJapan2022,bydownloadsDownloadsinmillions012345678910TVerAmazonPrimeVideoAbema8.656.686.31Netflix5.15Disney+4.72U-Next3.37Hulu2.492.372.16NHKPlusGyao!FOD1.811Description:TVerwasdownloadedabout8.65milliontimesinJapanin2022,whichmadeittheleadingvideo-on-demand(VOD)appintermsofdownloadsduringthatyear.ItwasfollowedbyAmazonPrimeVideoandAbema.

ReadmoreNote(s):Japan;JanuarytoDecember2022;totalnumberofdownloadsregisteredduringtheperiod;iPhone/iPadAppStoreandGooglePlaySource(s):AppMagicLeadingmobilegameappsinJapanin2022,bydownloads(inmillions)MostpopulargamingappsinJapan2022,bydownloadsDownloadsinmillions0.00.51.01.52.02.53.03.54.04.55.04.985.5ProjectSekaiColorfulStage!feat.HatsuneMikuCountMasters:StickmanGamesLINE:DisneyTsumTsumFishdom3.883.53.293.273.15OnePieceBountyRushSurvivor!.ioTapAway2.7ApexLegendsMobileMonsterStrike2.682.62.52GenshinImpact12Description:Withclosetofivemilliondownloads,"ProjectSekai:ColorfulStage!feat.HatsuneMiku"wastheleadinggamingappinJapanin2022.Therhythmgamewasfollowedby"CountMasters:StickmanGames"and"LINE:DisneyTsumTsum."ReadmoreNote(s):Japan;JanuarytoDecember2022;totalnumberofdownloadsregisteredduringtheperiod;iPhone/iPadAppStoreandGooglePlaySource(s):AppMagicShareofhouseholdswithacabletelevisionsubscriptioninSouthKoreafrom2012to2022ShareofhouseholdswithcableTVsubscriptionSouthKorea2012-202280%70.1%70.2%67.3%70%60%50%40%30%20%10%0%66.3%62.1%58.5%58.1%50.9%47.6%45.8%40.5%2012201320142015201620172018201920202021202213Description:In2022,around41percentofhouseholdsinSouthKoreahadasubscriptiontocabletelevision.Cablebroadcastsubscriptionhascontinuouslydecreasedsince2012,thoughitexperiencedabriefuptickin2020.Around99.2percentofSouthKoreanhouseholdsweresubscribedtopaidtelevisionthatyear.ReadmoreNote(s):SouthKorea;2012to2022;4,128households;6yearsandolderSource(s):KISDIPreferredsubscriptiontypesforvideostreamingservicesamongpeoplewatchingvideocontentinThailandin2022PreferredfeetypesforvideostreamingservicesThailand202250%46%45%40%35%30%25%20%15%10%5%39%15%0%ChooseafreeservicethatshowsadsPayforanad-freeexperiencePayareducedfeeforfewerads14/statistics/1255801/thailand-preferred-fee-types-for-video-streaming-servicesInasurveyconductedinThailandin2022,46percentofrespondentswouldchooseafreeservicethatshowsadsastheirpreferredtypeofstreamingsubscription.Incomparison,15percentofrespondentschosetopayareducedfeeforfewerads.

ReadmoreNote(s):Thailand;2022Source(s):MagniteShareofpaidstreamingsubscriptionsamongyoungadultsIndiain2021StreamingsubscriptionspaidbyyoungadultsIndia2021CurrentlypayforandlikelytocontinuenextyearDonotpayforandunlikelytosubscribenextyearCurrentlypayfor,butlikelytocancelnextyearDonotpayfor,butmayconsidersubscribingnextyear120%100%80%60%40%20%0%10%17%14%28%24%21%49%37%VIdeo-on-demandMusic15Description:India'sstreamingindustrywasfoundtobeprimarilydrivenbyitsyoungconsumerswhowereagedbetween25and34yearsasoftheyear2021.Justunder50percentofconsumerswithinthisagegroupreportedsubscribingtovideoondemandservicesandwerelikelytocontinuetodosonextyear.Meanwhileunder40percentofrespondentspaidformusicstreamingservicesandintendedtocontinuethenextyear.ReadmoreNote(s):India;October2021;25-34years;consumersinurbanIndiaSource(s):YouGovIndiaCHAPTER

03NationaloverviewAnnualrevenueofsubscriptionvideo-on-demand(SVOD)inAustraliafrom2017to2021(inmillionU.S.dollars)RevenueofSVODindustryperyearinAustralia2017-20213,0002,5002,0002,4931,8731,4021,5009721,0005000666FY2017FY2018FY2019FY2020FY2021*17Description:In2021,theannualrevenueoftheAustraliansubscriptionvideo-on-demand(SVOD)industrywasestimatedatapproximately2.5billionU.S.dollars.Thismarkedasignificantincreasecomparedtothepreviousyear,indicatingtheimmensegrowthofSVODduringtheCOVID-19pandemic.ReadmoreNote(s):Australia;2017to2021;*EstimatedReadmoreSource(s):AustralianCommunicationsandMediaAuthority;GlobalDataDistributionofsubscriptionvideo-on-demand(SVOD)marketshareinAustraliain2021,byrevenueMarketshareoftheSVODindustryinAustralia2017-2021,byrevenueOthers*8AppleTV+1AmazonPrimeVideo2FoxtelNow3OptusSport3Binge4Netflix47Kayo8Disney+11Stan1418Description:In2021,NetflixheldthemajorityofshareintheAustraliansubscriptionvideo-on-demand(SVOD)market,atapproximately47percent.StanandDisney+followedatrespectively14and11percentofmarketshare.

ReadmoreNote(s):Australia;2017to2021;*´Other`includesarangeofsmaller,nicheSVODservicesavailableinAustralia,includingHayU,Britbox,Kanopy,YouTubePremium,AcornTVandmanyothers.´AmazonPrimeVideo`revenueisunderrepresented[...]

ReadmoreSource(s):AustralianCommunicationsandMediaAuthority;GlobalDataValueofsubscriptionvideoondemand(SVOD)marketinAustraliafrom2015to2020,withforecastsuntil2025(inmillionAustraliandollars)ValueofSVODmarketinAustralia2015-20253,5003,3062,9493,0002,5002,0001,5001,0005002,5562,1761,8401,5311,08620198105633881490201520162017201820202021*2022*2023*2024*2025*19Description:In2020,thevalueofthevideoondemandsubscriptionmarketwasevaluatedatapproximately1.5billionAustraliandollars,whichwasaremarkableincreasefromtheyear2015,whereinthevideoondemandsubscriptionmarketamountedtoanestimated150millionAustraliandollars.Themarketisforecastedtoproliferatesignificantlyuntiltheyear2025.ReadmoreNote(s):Australia;2015to2020;*Mid-pointforecastscenario,whichdonottakethenegativeorpositiverecoveryfactorsassociatedwiththeCOVID-19pandemicintoaccount.Figureshavebeenrounded.

ReadmoreSource(s):PwCOnlinesubscriptionservicesusedtowatchvideocontentinAustraliafromMay2019toJune2021OnlinesubscriptionservicesforvideocontentinAustralia2019-2021ShareofrespondentsMay-19Jun-2030%Jun-210%10%20%40%50%60%70%54%NetflixStan61%66%17%20%25%0%1%Disney+*15%22%AmazonPrimeVideoFoxtelNow/FoxtelGoKayo*10%18%20%16%11%0%0%0%3%3%8%7%AppleTV+*Binge**8%0%0%7%OptusSport*None1%31%16%6%20Description:InJune2021,asurveyconductedamongAustralianviewersshowedthatNetflixwasthemostfrequentlyusedonlinesubscriptionservicetowatchvideocontentwithintheprevioussixmonths,atapproximately66percent.StanandDisney+followedwithrespectively25percentand22percentofviewersinthatsameperiod.ReadmoreNote(s):Australia;May2019toJune2021;3,586;18yearsandolder;respondentsinJune2021;*Viewershipwasnotaskedin2019.**Viewershipwasnotaskedpriorto2021.Note:ResearchdoesnotincludeParamount+,whichlaunchedin[...]

ReadmoreSource(s):AustralianCommunicationsandMediaAuthorityNumberofNetflixsubscribersinAustraliaandNewZealandfrom2014to2025(inmillions)NumberofNetflixsubscribersinAustralia&NewZealand2014-20254.03.53.02.53.693.583.483.363.092.752.182.01.51.00.50.01.050201420152016*2018*2020*2022*2023*2024*2025*21Description:ThisstatisticshowsthenumberofNetflixsubscribersinAustraliaandNewZealandin2014and2015,aswellasaforecastuntil2025.Thesourceprojectedthattherewouldbemorethan3.09millionNetflixsubscribersinAustraliaandNewZealandin2020.ReadmoreNote(s):Australia,NewZealand;2014and2015;atyear-end;*Forecast.ReadmoreSource(s):MorganStanleyCHAPTER

04SubscriptionsShareofmediaconsumerswithatleastonepaidentertainmentsubscriptioninAustraliain2021,bygenerationShareofpaidentertainmentsubscriptionsinAustralia2021,bygenerationAveragenumberofscubscriptions0102030405060708090100GenZMillennialsGenX959380BabyboomersMatures645923/statistics/1271825/australia-share-of-paid-entertainment-subscriptions-by-generationAccordingtoa2021surveyonmediaconsumptioninAustralia,95percentofGenerationZmediaconsumershadatleastonepaidentertainmentsubscription.AmongMatures,thegenerationalcohortaged75andabove,thisfigurewasonly59percent..ReadmoreNote(s):Australia;2021;2,000+respondentsSource(s):DeloitteOwnershipofsubscriptionvideoondemand(SVOD)servicesinAustraliafrom2012to2021Subscriptionvideoondemand(SVOD)ownershipAustralia2012-202180%70%60%50%40%30%70%55%53%43%32%22%20%12%9%10%0%6%6%201220132014201520162017201820192020202124Description:ThenumberofAustralianswithamembershiptoasubscriptionvideoondemand(SVoD)servicehasseensteadygrowthsince2013.Accordingtoa2021surveyonmediaconsumption,SVoDhouseholdpenetrationreached70percent.

ReadmoreNote(s):2012to2021;2,000+respondents;14yearsandolderSource(s):DeloitteTotalsalesofdigitalgamingsubscriptionsinAustraliafrom2017to2022(inmillionAustraliandollars)SalesofdigitalgamingsubscriptionsinAustralia2017-20223002732512502142001631501621005002017201820192021202225Description:InAustraliain2022,thetotalvalueofdigitalvideogamingsubscriptionswas251millionAustraliandollars.Thisrepresentsanotableincreasefromthepreviousyear.ReadmoreNote(s):AustraliaSource(s):IGEAMobilephonesubscriptionsaspercentageofthetotalpopulationinAustraliafrom2015to2022MobilesubscriptionsasashareofthepopulationAustralia2015-2022140%130%130%130%128%127%126.6%126%123%120%100%80%60%40%20%0%2015201620172018201920202021202226Description:AsofJanuary2022,about123percentoftheAustralianpopulationhadmobilephonecontracts,indicatingthatashareofthepopulationhadmorethanonemobilephonecontract.Whileincreasingoverall,thissharehaddecreasedfromthepreviousyear.ReadmoreNote(s):Australia;2015to2022Source(s):DataReportal;GSMA;Hootsuite;WeAreSocialNumberofNationalBroadbandNetworksubscriptionsinAustraliain2021,byprovider(inmillions)NBNsubscriptionnumberinAustralia2021,byproviderNumberofconnectionsinmillions1.5

2.00.00.51.02.53.03.54.0TelstraTPGTelecomOptus3.762.031.31Vocus0.6AussieBroadbandOther0.390.2927Description:In2021,theleadinginternetretailserviceproviderofAustralia'sNationalBroadbandNetwork(NBN)wasTelstra,with3.76millionconnections.Telstrahasbeenthedominantbroadbandserviceproviderinthecountryformanyyears.

ReadmoreNote(s):Australia;June2021Source(s):ACCC;AustralianCommunicationsandMediaAuthorityCHAPTER

05AppdownloadsLeadingvideoondemandappsinAustraliaasofJanuary2022,bydownloadsLeadingvideoondemandappsdownloadedinAustralia2022Numberofdownloads5,000,000

10,000,000015,000,00020,000,00025,000,00022,377,897Netflix9Now10,575,2949,308,8248,077,7427,279,3225,398,0085,138,1753,621,0131,681,424Stan.Disney+7plusAmazonPrimeVideoFoxtelGoTubi-FreeMovies&TVShowsIMDb:Yourguidetomovies,TVshows,celebrities29Description:AccordingtoAppMagic,Disney+wasthemostdownloadedvideoondemandappinAustraliaasofJanuary2022witharound22.4milliondownloads.9Nowfollowedbehindatovertenmilliondownloads.

ReadmoreNote(s):Australia;asofJanuary2022Source(s):AppMagicLeadingmusicappsinAustraliaasofJanuary2022,bydownloadsLeadingmusicserviceappsdownloadedinAustralia2022Numberofdownloads05,000,00010,000,00015,000,00020,000,00025,000,00023,776,827Spotify:MusicandPodcastsYouTubeMusic8,713,119SoundCloud-Music&SongsGarageBand7,669,1215,082,0903,646,2652,079,663Smule:Sing10M+KaraokeSongsTuneInꢀRadio:Music&SportsSimpleRadio-LiveAMFMRadio&MusicAppDrumPadMachine-beatmakeriHeart:#1forRadio,PodcastsSimplyPianobyJoyTunes1,804,1381,788,3301,638,9311,437,7271,402,3161,302,7851,278,368AppleMusicUltimateGuitar:Chords&TabsmyTunerRadio-LiveStations30Description:AccordingtoAppMagic,SpotifywasthemostdownloadedmusicserviceappinAustraliaasofJanuary2022witharound23.8milliondownloads.YouTubeMusicandSoundCloudMusiccameinsecondandthird,withapproximately8.7millionand7.6milliondownloads,respectively.Furthermore,in2022,justunderhalfofAustralianconsumerswhospentmoneyondigitalmusiccontentdidsofromSpotify,makingthemusicstreaminggiantoneofAustralia'smostpopularmusicserviceapps.

ReadmoreNote(s):Australia;asofJanuary2022Source(s):AppMagicMonthlyAmazonPrimeVideoappdownloadsinAustraliafromJanuary2018toJanuary2022(in1,000s)AmazonPrimeVideoappmonthlydownloadsinAustralia2018-2022250200150209.46198.93176.8160.06159.84148.271481.2438.86176.21164.34161.82161.76155.59154.1151.69148.67143.74141.02136.881341.73341.833.86122.41118.63111.71106.94101.3486.1995.6388.8310050076.8772.0859.0969.5663.656.1555.5453.4145.9243.7241.8938.327.8131.7927.422.7919.29

20.4230.8231Description:InJanuary2022,around198thousanddownloadsoftheAmazonPrimeVideoappwerereportedinAustraliaaccordingtoAppMagic.ThehighestnumberofdownloadswasrecordedinOctober2020.

ReadmoreNote(s):Australia;January2018toJanuary2022Source(s):AppMagicMonthlyDisneyPlusappdownloadsinAustraliafromNovember2019toJanuary2022(in1,000s)DisneyPlusappmonthlydownloadsinAustralia2019-20221,2501,102.141,050850650564.42406.2945025050387.52323.44343.05294.82218.99296.39299.28221.08212.3268.71268.84204.6269.5260.36255.97218.31230.55216.54194.43199.66194.57174.55179.39176.8232Description:InJanuary2022,around343thousanddownloadsoftheDisneyPlusappwerereportedinAustraliaaccordingtoAppMagic.ThehighestnumberofdownloadswasrecordedinDecember2019.

ReadmoreNote(s):Australia;November2019toJanuary2022Source(s):AppMagicCHAPTER

06ConsumerconsumptionandspendingHoursofvideocontentviewedeachweekinAustraliain2021,bygenerationandprogrammingmethodHoursofvideocontentviewedeachweekinAustralia2021,bygenerationandmethodGenZMillennialsGenXBabyboomersMaturesOverall161412108151399887776655555444444443321333322222222222210Free-to-airliveTVactivelyPaidstreamingvideoservicesFree-to-airliveTVpassivelyFreevideoplatformSocialmediavideoPayTV(liveoron

Free-to-aircatchupTVdemand)34Description:Accordingtoa2021surveyonmediaconsumptioninAustralia,themostfrequentlyviewedvideoplatformwasfree-to-airliveTV,withanaverageofeighthoursconsumedweekly.Paidvideostreamingserviceswerethesecondmostpopularvideoplatform,withanaverageweeklyconsumptionofsevenhoursacrossgenerations.ReadmoreNote(s):Australia;2021;2,000+respondentsSource(s):DeloitteHoursofpaidstreamingvideoserviceswatchedeachweekinAustraliain2021,bygenerationHoursofpaidstreamingvideoserviceswatchedinAustralia2021,bygenerationAveragenumberofsubscriptions012345678910GenZMillennialsGenX8.596.5BabyboomersMatures53.535Description:Accordingtoa2021surveyonmediaconsumptioninAustralia,Millennialsconsumedanaverageofninehoursofpaidsubscriptionstreamingserviceseachweek.ForMatures,thegenerationcohortaged75andover,thisfigurewasmuchloweratjust3.5hoursperweek.Thesamesurveyfoundthatfree-to-airTVmorepopularamongoldergenerations.ReadmoreNote(s):Australia;2021;2,000+respondentsSource(s):DeloitteHoursoffreestream