美国数字出版行业市场前景及投资研究报告-培训课件外文版2024.5

DIGITAL

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TRENDSDigitalpublishingintheU.S.CHAPTER

01MarketoverviewForecastofePublishingrevenuebysegmentintheWorldfrom2019to2027(inmillionU.S.dollar)ForecastofePublishingrevenuebysegmentintheWorld2019-2027eBooksePaperseMagazines35,00030,00025,00020,00015,00010,0005,00002019202020212022202320242025202620273Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Aspartofthepositivetrend,theindicatorachievesthemaximumvalueacrossallthreedifferentsegmentsbytheendofthecomparisonperiod.Notably,thesegmenteBooksstandsoutwiththehighestvalueof15.3billionU.S.dollars.ReadmoreNote(s):Worldwide;2019to2027Source(s):DigitalMarketInsightsDigitalpublishingrevenueintheUnitedStatesfrom2017to2027,byformat(inmillionU.S.dollars)DigitalMarketOutlook:e-publishingrevenueintheU.S.2017-2027,byformateBooksePaperseMagazines12,00010,0001,696.752,828.11,671.762,775.521,646.22,722.31,616.592,661.091,558.31,436.721,480.18,0006,0004,0002,00001,171.772,006.781,248.922,086.941,042.351,823.53951.412,359.252,552.642,418.131,686.325,388.8120195,273.0120205,399.0420215,254.120235,335.6620245,380.8520255,409.4520265,426.3220275,108.2920175,237.9620185,209.5220224Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Aspartofthepositivetrend,theindicatorachievesthemaximumvalueacrossallthreedifferentsegmentsbytheendofthecomparisonperiod.Notably,thesegmenteBooksstandsoutwiththehighestvalueof5.4billionU.S.dollars.ReadmoreNote(s):UnitedStates;2017to2027Source(s):DigitalMarketInsightsForecastofePublishingARPUbysegmentintheUnitedStatesfrom2019to2027(inU.S.dollar)ForecastofePublishingARPUbysegmentintheUnitedStates2019-2027ePublishingeBooksePaperseMagazines2001801601401201008060402002019202020212022202320242025202620275Description:Significantfluctuationsareestimatedforallsegmentsovertheforecastperiodfortheaveragerevenueperuser.TheindicatordecreasestowardstheendoftheforecastperiodonlyinthesegmenteBooks,whiletheremainingsegmentsfollowapositivetrend.Thedifferencebetween2019and2027amountstoanabsolutevalueof2.5U.S.dollars.ReadmoreNote(s):UnitedStates;2019to2027Source(s):DigitalMarketInsightsForecastePublishingusersbysegmentintheUnitedStatesfrom2019to2027(inmillion)ForecastePublishingusersbysegmentintheUnitedStates2019-2027eBookseMagazinesePapers807570656055504540352019202020212022202320242025202620276Description:Overthelasttwoobservations,thenumberofusersisforecasttosignificantlyincreaseinallsegments.However,itcanbeobservedthatthegrowthofallthreesegmentsslowsdowninthelaterstagesoftheforecastperiod.Explicitly,thesegmenteMagazinesregistersthesmallestincreasein2027,withavalueof0.3millionusers.ReadmoreNote(s):UnitedStates;2019to2027Source(s):DigitalMarketInsightsCHAPTER

02AIinnews:globaloverviewNewspublishers'useofartificialintelligence(AI)forstoryselectionorrecommendationsontheirwebsiteorappaccordingtoindustryleadersworldwideasofDecember2022AIusefornewsstorysuggestionsaccordingtoindustryleadersworldwide202245%40%35%30%25%20%15%10%5%39%27%23%5%5%0%Don'tknowNotusingrightnowJustafewexperimentsUseitquiteabitBigpartofwhatwedo8Description:Accordingtoaglobalreportheldamongindustryleadersexploringtrendsinjournalismandnews,67percentofpublisherswereusingAItosomeextentfornewsstoryrecommendationsorselectionsontheirwebsiteorappasoflate2022.Outofthatpercentage,fivepercentsaidusingAIinthiswaywasabigpartofwhattheydo.ReadmoreNote(s):Worldwide;NovembertoDecember2022;285respondents;18yearsandolder;resultsreflectresponsesfromindustryleadersfrom32countriesselectedtoreflectastrategicsampleofselectindustryleadersfrom53countries,notarepresentativesampleSource(s):ReutersInstitutefortheStudyofJournalismAreaswheregenerativeAItoolscouldmosthelpnewsroomsvs.whichtoolstheyareactivelyusingaccordingtonewsroomexecutivesworldwideasofMay2023GenAItoolsinnewsroomsworldwide2023GreatestusagepotentialActivelyused140%120%100%80%60%40%20%0%54%63%43%61%44%60%43%58%32%51%32%48%19%42%32%35%9Description:Aglobalsurveyrevealedthat63percentofnewsroomexecutivessaidtextcreationhadthegreatestusagepotentialasanareawhereGenAIcouldbeofmosthelpinthenewsroom,whereasjust35percentsaidthesameaboutcontentcreation.Over50percentwerealreadyactivelyusingGenAIfortextcreation,andmorethan40percentwereusingtoolsfortextcorrection.GenAIwaslessactivelyusedfortranslationbutoverhalfofsurveyrespondentsfeltthiswouldbethebiggestway[...]

ReadmoreNote(s):Worldwide;May2023*;101respondents;18yearsandolder;surveyamong101newsroomexecutives;*Sourcedidnotprovideexactdateofsurvey.

ReadmoreSource(s):Schickler;WAN-IFRAAttitudestowardstheuseofgenerativeAIinasupportiveroleorforqualityimprovementinnewsroomsaccordingtonewsroomexecutivesworldwideasofMay2023GenAIuseinnewsroomsassupportiveortoimprovequalityworldwide202360%50%40%30%50%20%10%0%39%8%4%Supportive(research,ideation,workflow)Qualityimprovement(contentcreation/correction)BothNeither10Description:Aglobalsurveyrevealedthat50percentofrespondingnewsroomexecutivesviewedGenAItoolsassomethingthatwouldservemoreofasupportiveroleinthenewsroom,withonlyeightpercentperceivingAIasawaytoimprovequality.However,justunder40percentsaidtheycouldimagineitfulfillingbothroles.ReadmoreNote(s):Worldwide;May2023*;101respondents;18yearsandolder;surveyamong101newsroomexecutives;*Sourcedidnotprovideexactdateofsurvey.

ReadmoreSource(s):Schickler;WAN-IFRALevelofresistancetousinggenerativeAItoolsinthenewsroomsamongjournalistsandeditorialmanagementaccordingtonewsroomexecutivesworldwideasofMay2023EmployeereluctancetoGenAIuseinnewsroomsworldwide2023JournalistsEditorialmanagement70%60%50%40%30%20%10%0%30%37%26%30%36%29%4%10%Yes,significantresistanceYes,slightresistanceNoresistanceNotsure11Description:AglobalsurveyrevealedthatjournalistswereslightlymoreresistanttotheuseofgenerativeAIinnewsroomsthaneditorialmanagement,with10percentofnewsroomexecutivessayingthatjournalistsweresignificantlyresistanttotheideacomparedtofourpercentofeditorialmanagementstaff.ReadmoreNote(s):Worldwide;May2023;101respondents;18yearsandolder;surveyamong101newsroomexecutives;*Sourcedidnotprovideexactdateofsurvey.

ReadmoreSource(s):Schickler;WAN-IFRALeadingconcernsaboutusinggenerativeAItoolsinnewsroomsaccordingtonewsroomexecutivesworldwideasofMay2023GenAIuseinnewsroomsconcernsworldwide202390%80%70%60%50%85%40%30%20%10%0%67%46%38%5%3%Inaccuracyofinformation/qualityofcontentPlagiarism/infringementDataprotection/privacyconcernsThreatofjobsecurityOtherNone12Description:AglobalsurveyrevealedthatthemainconcernamongnewsroomexecutivesaboutusingGenAIwasinaccuracyofinformationandqualityofcontent,with85percentcitingthisasamajorworry.Plagiarismandpotentiallyproblematic,andcloseto40percenthadconcernsabouttheirjobsecuritycomingunderthreat.ReadmoreNote(s):Worldwide;May2023*;101respondents;18yearsandolder;surveyamong101newsroomexecutives;*Sourcedidnotprovideexactdateofsurvey.

ReadmoreSource(s):Schickler;WAN-IFRAinfringementwerealsodeemedCHAPTER

03OnlinenewspapersNewspaperpublishingrevenueintheUnitedStatesfrom2010to2021,bymediatype(inmillionU.S.dollars)U.S.newspaperpublishingrevenue2010-2021,bymediatypePrintnewspapersOnlinenewspapersOthermedianewspapers35,00030,00025,00020,00015,00010,0005,000020102011201220132014201520162017201820192020202114Description:In2021,printnewspapersgenerated12.72billionU.S.dollarsinrevenue,comparedto6.18billionU.S.dollarsgeneratedfromonlinenewspaperrevenue.Thegeneraltrendshowsthatalthoughrevenuefromprintnewspaperhasbeenconsistentlyhigher,itisdecreasing,whereasthetrendforonlinenewspapersisgrowing.ReadmoreNote(s):UnitedStates;2010to2021;includesalltaxableemployerfirmsSource(s):USCensusBureauShareofconsumerswhohaveusedselectedglobalonlinenewsbrandsandsitestoaccessnewsinthelastweekintheUnitedStatesasofFebruary2023LeadingonlinenewsbrandsintheU.S.2023Shareofrespondents0%2%4%6%8%10%12%14%16%Yahoo!NewsCNN.com17%17%FoxNewsonline16%LocaltelevisionnewssitesonlineNewYorkTimesonlineWashingtonPostonlineUSATodayonline14%13%11%11%11%MSNNewsNBC/MSNBCNewsonlineBuzzFeedNews10%9%ABCNewsonline8%WebsiteofacitypaperCBSNewsonlineWallStreetJournalonlineHuffPost8%8%8%8%15Description:ThemostpopularonlinenewsbrandsintheUnitedStatesasofFebruary2023wereYahoo!NewsandCNN.com.Astudyfoundthat17percentofrespondentstoasurveyhadvisitedthosesitesrespectivelyfornewsinthelastweek.AlsohighintherankingwereFoxNewsonlineandTheNewYorkTimesonline.Supportforandtrustinbothsourcesvariessignificantlyaccordingtothepoliticalaffiliationofaudiences,particularlyamongDemocratsandRepublicans.ReadmoreNote(s):UnitedStates;JanuarytoFebruary2023;2,081respondents;18yearsandolderSource(s):ReutersInstitutefortheStudyofJournalism;YouGovShareofnewsconsumerswhopayforoneormoreonlinenewssubscriptionsintheUnitedStatesasofFebruary2023,bygenerationPayingfordigitalnewssubscriptionsintheU.S.2023,bygeneration1to23ormoreNone90%80%70%60%50%40%30%20%10%0%84%75%64%21%15%13%12%11%5%AlladultsGenZandmillennialsGenXandbabyboomers16Description:A2023surveyrevealedthatthemajorityofU.S.adultsadmittedthattheydonotpayforonlinenewssubscriptions.Threequartersofthoseaged18yearsorabovesaidthattheydidnothavesuchasubscription,withjust13percentpayingforonetotwo.GenXersandboomersinparticularweretheleastlikelytosubscribetodigitalnewsoutlets,whereasover20percentofyoungerconsumerspaidforthreeormore.

ReadmoreNote(s):UnitedStates;February3to5,2023;2,199respondents;18yearsandolderSource(s):MorningConsultNumberofpaidsubscriberstoNewYorkTimesCompany'sdigitalonlynewsproductfrom1stquarter2014to1stquarter2023(in1,000s)NewYorkTimesCompany:digitalnewssubscribersQ12014-Q120237,0006,5406,3706,2106,1061,1405,8266,0005,0004,0003,0002,0001,00005,6655,3505,2705,1324,6654,3903,8973,4293,1972,9882,8572,7132,5412,3982,3302,2312,1322,0271,9341,6081,3381,2161,1611,0941,041957

990875

910799

83117Description:Therewere6.54millionpaidsubscriberstoTheNewYorkTimeCompany'sdigital-onlynewsproductinthefirstquarterof2023.Thetrendfromtheyears2014to2022showedconsistentquarterlygrowthduringthattimeperiod.

ReadmoreNote(s):UnitedStates;Q12014toQ12023;paiddigital-onlysubscriptionstoTheNYT'snewsproductincludingTheAthleticandgames,cooking,AudmandWirecutterproductsSource(s):NewYorkTimesNumberofdigital-onlysubscriberstoGannettCompanyfrom2017to2022(in1,000s)Gannett'sdigitalsubscriberbase2017-20222,5002,0001,5001,0005002,0001,6001,100812504341020172018201920202021202218Description:Gannettreportedthatitsdigital-onlyproducthadamassedapproximatelytwomillionsubscribersin2022,upfrom1.6millioninthepreviousyear.Gannett'sdigital-onlysubscriberbasegrewconsistentlyoverthelastfewyears,increasingmorethanthreefoldbetween2018and2021.ReadmoreNote(s):UnitedStates;2017to2022Source(s):GannettCHAPTER

04DigitalbooksTradebooksalesrevenueintheUnitedStatesfrom2017to2022,byformat(inmillionU.S.dollars)TradebooksalesrevenueintheU.S.2017-2022,byformatHardbackMassmarket&paperbackE-bookDownloadedaudioPhysicalaudioBoardbooksAllother4,0003,5003,0002,5002,0001,5001,0005003,7003,340.93,481.63,2003,4003,072.62,700.92,965.42,724.12,860.92,643.52,828.31,100675.61,100766.21,054.21,026.1472.5983.3576.91,000839.5454.9160.3416.5154.3388.5147.1377.5192.825.8342.258.2359.2212.121.6356.7206.415.846.1201835.920190201720202021202220Description:BooksalesrevenueintheUnitedStatesin2022amountedto9.1billionU.S.dollars,ofwhich3.2billionwasderivedfromhardbackbooks.Meanwhile,paperbackandmassmarketbooksreached3.48billionU.S.dollars,inlinewithtrendsshowingconsistentgrowthinthissegmentsince2017.Thesourcereportede-bookrevenueasonebillionU.S.dollars,adropfromtheprevioustwoyears,whereasdownloadedaudiobookrevenuecontinuedtogrow,andin2022surpassed800millionU.S.[...]

ReadmoreNote(s):2017to2022;acrossapproximately1,360publisherseachyearSource(s):AAPAudiobooksalesrevenueintheUnitedStatesfrom2018to2022(inbillionU.S.dollars)AudiobookindustrysizeintheU.S.2018-20222.01.81.61.41.21.81.61.31.20.941.00.80.60.40.20.02018201920202021202221Description:DataonthesizeoftheaudiobookindustryintheUnitedStatesin2022showedthataudiobooksalesamountedto1.8billionU.S.dollars.Thesourcecalculatedthisfigurebasedondatafrom28publishers,includingAudibleInc.,HachetteAudio,HarperCollins,Macmillan,PenguinRandomHouse,andSimon&Schuster.ReadmoreNote(s):UnitedStates;2018to2022;basedondatafromAPAmembers-projectedtocovertheentireU.S.market;28publishersprovideddatafor2021salesfiguresSource(s):AudioPublishersAssociation;HarrisInteractiveMostreadbookformatsinthelastyearamongbookreadersintheUnitedStatesasofDecember2022BookreaderspreferredformatsU.S.202260%50%50%40%30%20%10%0%36%9%5%Paperback/hardcoverKindle/othere-bookAudiobookOther22Description:Accordingtotheresultsofasurveyheldinlate2022,Americanbookloversandreadersstillreadprintbooksthemost,with50percenthavingreadapaperbackorhardcoverbookthatyear.Kindleandothere-bookswereanappealingoptionwith36percenthavingreadonein2022,whereasaudiobooksweresubstantiallylesspopular.ReadmoreNote(s):UnitedStates;December2022;374respondents;18yearsandolder;amongbookreadersonly(seenotes)Source(s):TheHappyGuyWritingServicesShareofadultswhohaveeverlistenedtoanaudiobookintheUnitedStatesfrom2020to2023AudiobookconsumptionintheU.S.2020-202360%53%50%46%45%44%40%30%20%10%0%202020212022202323Description:AccordingtoasurveyheldamongU.S.adultsinearly2023,theshareofrespondentswhoreportedeverhavinglistenedtoanaudiobookamountedto53percent.Thepercentageremainedrelativelystablesince2020,indicatinglittlegrowthintermsofnewconsumersengagingwiththeformat,butjumpedsubstantiallyin2023,surpassing50percentforthefirsttime.Thatbeingsaid,audiobookrevenuecontinuestogrowconsistentlyeachyear.ReadmoreNote(s):2020to2023*;2023:1,000;18yearsandolder;amongrespondentswhohadeverlistenedtoacompleteaudiobook;*SurveysweretakenfromJanuarytoFebruaryofeachyear.

ReadmoreSource(s):AudioPublishersAssociation;EdisonResearchWaysbookauthors'areusingartificialintelligence(AI)intheUnitedStatesasofMay2023Bookauthors'useofAIintheU.S.2023Shareofrespondents15%

20%0%5%10%25%30%29%35%40%45%50%Asagrammartool47%ForbrainstormingplotideasandcharactersTostructureororganizedraftsInmarketing14%26%Togeneratethetextofawork7%24Description:AsurveyheldamongauthorsintheUnitedStatesin2023foundthatofthe23percentofauthorswhoreportedusingAIintheirwork,47percentwereusingitasagrammartool,and29percentusedAItobrainstormplotideasandcharacters.Under10percentusedartificialintelligencetogeneratethetextoftheirwork.ReadmoreNote(s):UnitedStates;May2023**;1,700*;datareferstothe23percentofthesamplewhoreportedusinggenerativeAIaspartoftheirwritingprocess;*Thesourcenotedthat'morethan1,700authorsfromdiversebackgrounds'participatedin[...]

ReadmoreSource(s):AuthorsGuildCHAPTER

05OnlinemagazinesPeriodicalpublishingrevenueintheUnitedStatesfrom2010to2021,bymediatype(inmillionU.S.dollars)U.S.periodicalpublishingrevenue2010-2021,bymediatypePrintperiodicalsOnlineperiodicalsOthermediaperiodicals30252015105020102011201220132014201520162017201820192020202126Description:In2021,U.S.periodicalpublishersgenerated10.3billionU.S.dollarsinprintrevenue.Incomparison,thepublishersgeneratedatotalrevenueof7.83billionU.S.dollarswithonlineperiodicals.However,thegeneraltrendshowsthatrevenuegeneratedbyprintperiodicalsisdecreasingyearonyear,whilsttheonlinerevenueisgrowing.ReadmoreNote(s):UnitedStates;2010to2021;includesalltaxableemployerfirmsSource(s):USCensusBureauLeadingmagazinesintheUnitedStatesinsixmonthsendedDecember2022,bycirculation(inmillions)LeadingmagazinesU.S.H22022,bycirculationCirculationinmillions1005152025AARPTheMagazineAARPBulletin22.6822.56CostcoConnectionAmericanMainstreetBetterHomesandGardensSouthernLiving15.6810.114.212.822.57PeopleGoodHousekeepingReadersDigest2.562.55RealSimple1.99U.S.Weekly1.981.84TexasCo-opPowerNationalGeographicFoodNetworkMagazineGolfDigest1.781.721.6527Description:AARPTheMagazinewastheleadingU.Smagazineinthesecondhalfof2022,withapaidandnon-paidcirculationof22.68million.InsecondplacewastheAARPBulletinwith22.56million.Thesetwomagazineshadbyfarthehighestcirculationofallmagazinesanalyzedbythesource,withCostcoConnectioninthirdplacewithacirculationofjustover15.6million,followedbyAmericanMainstreetwithalittleover10million.ReadmoreNote(s):UnitedStates;sixmonthsendedDecember,2022;totalpaid,verified,andanalyzednon-paidcirculation;toptenresultsfromarankingof240magazinescompiledbythesourceSource(s):AAMLeadingmagazinesintheUnitedStatesin4thquarter2022,bytotalaveragemonthlyaudience(inmillions)MagazineswithlargestmonthlyaudienceintheU.S.2022Audienceinmillions0102030405060708090PeopleAllrecipes82.0753.1152.57AARPTheMagazineGoodHousekeepingSportsIllustratedTasteofHome50.8647.8236.53BetterHomesandGardensCosmopolitan33.8131.7730.2729.34U.S.WeeklyCountryLiving28Description:PeoplemagazinehadthelargestaudienceintheUnitedStatesinthefinalquarterof2022,withanaveragemonthlyreachof82.07millionpeople.Allrecipesrankedsecondwithareachof53.11million,followedb