The SVOD Shakeout Report: A massive media shakeout is on the horizon — here are the key trends, players, and how we think it will play out

Executive Summary

With the arrival of several new, high-profile subscription video services in late 2019 and early 2020, the US SVOD market is hurtling toward oversaturation, setting the stage for an eventual shakeout as consumers figure out their preferred household entertainment mixes.

Three Key Questions This Report Will Answer:

• What are the US market forces driving media companies to launch their own subscription video streaming services?
• What are the key market risks and challenges that SVOD services face as the market grows more competitive?
• What will be the success drivers for SVOD services going forward?

WHAT'S IN THIS REPORT? In this report, Business Insider Intelligence will detail how each new-to-market streaming video service is positioning itself and predict how services will fare in the SVOD shakeout to come. We discuss the market forces that have led media companies and distributors to transition to over-the-top (OTT), DTC streaming, how those forces have radically reshaped the landscape, and how these transitions could play out both on the individual and industry level. We further itemize the main advantages and limitations of go-to-market strategies for new and forthcoming services, including Disney+, Apple TV+, HBO Max, and Peacock. Finally, we predict how services will fare from among the major streaming video services that will be on the market in at least the US by H1 2020, including SVOD incumbents Netflix, Amazon Prime Video, and Hulu.