Media consolidation has helped to fuel direct-to-consumer (D2C) growth over the past few years with multiple services launched by the main Studios in the US and global markets.
This activity has impacted the market for content distribution and led many to believe that D2C services such as HBO Max, Disney+ and Peacock will become the home of shows for the respective Studio they are owned by – as a result 3rd party services will miss out.
There is variation by Studio and by territory. We are seeing the presence and/or launch of a Studio’s own service and the key relationships they have with 3rd parties drive distribution activity across markets. WarnerMedia for example have extended their HBO volume deals with partners across regions (UK, Italy, Germany, Canada and Australia) suggesting that HBO Max will not launch in several countries in the near future and relationships with 3rd parties remain the best way to monetise their content in certain markets
In the US Sky Vision titles (before NBCU incorporated the Sky business) were sold to a variety of buyers. When Peacock launched we found many of Sky’s titles in the US service line-up, showing that in the US NBCU will prioritise their own service
This data comes from the 3Vision Show Tracker, an online tool that tracks the distribution of 800+ US, UK and European scripted shows from the 2016 season onwards
It monitors 32 parameters in 14 markets including data on 1st and 2nd window sales and catch-up rights
This week we added over 300 Digital Originals to Show Tracker – helping users to understand the evolution of the market place and where global streamers like Netflix and Amazon have shifted their focus from acquisitions to originals
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