Les défis de Netflix, nouveau champion de la télé. LE MONDE | • Mis à jour le | Par Alexandre Piquard De quoi le patron de Netflix pourrait-il rêver de mieux ?
Après l'annonce des résultats pour le quatrième trimestre du spécialiste américain de la vidéo à la demande (VaD), mercredi 22 janvier, le cours de Bourse s'est envolé de près de 18 % en quelques heures, à 393,67 dollars (288,86 euros). Le groupe a fini l'année 2013 avec un chiffre d'affaires de 4,37 milliards de dollars pour 112 millions de bénéfices. Surtout, ses abonnés sont maintenant au nombre de 44 millions et le groupe en prévoit 48 millions d'ici à la fin mars 2014. 39 millions de vidéos vues pour Canal+ sur YouTube - Rapid TV News France. HBO, Starz fall victim to cord-cutting as OTT's star rises. Michelle Clancy | 22-01-2014 Premium cable networks — a segment that includes HBO and Starz — are losing ground in the TV subscriber game, even as over-the-top (OTT) streaming services like Netflix continue to grow.
A new study from the NPD Group has revealed that there has been a 6% age-point overall decline in US households subscribing to premium TV channels over the past two years — while households subscribing to subscription video-on-demand (SVOD) grew four points. Netflix in particular has taken off, reaching 29.93 million US subs in the third quarter of 2013, up from 25.1 million a year before. It's also surpassed HBO in terms of subs, with the home of Game of Thrones clocking a flat growth rate and hovering around 28.7 million subscriptions in the US. Netflix Q4 surprise: profit up six-fold, over four million new subs. Michelle Clancy | 23-01-2014 Despite worries about stagnating subscriber growth in a saturated market, Netflix grew its fourth quarter 2013 net profit six-fold from a year ago, reaching $48 million, even as its subscriber base exceeded 44 million members worldwide.
The online streaming darling handily beat Wall Street expectations, gaining 2.3 million more US subscribers in Q4 and more than four million overall. Meanwhile, revenue was up 24% year-over-year to $1.18 billion. In terms of Q1 2014 guidance, Netflix expects to add another 2.25 million domestic customers, setting up an about 11% year-over-year increase. The one downside is that the total number of customers still using its DVD-by-mail service fell to 6.9 million from 8.2 million a year ago. An individual plan for $6.99 allows one stream at a time from an account; and a $9.99 subscription allows for up to three people to stream on one account at the same time.
Netflix 'mulling' European OTT expansions. Michelle Clancy | 30-01-2014 Netflix is actively pursuing plans to expand its footprint to France, and possibly Germany, according to reports.
The Wall Street Journal, citing the ever-popular "people familiar with the matter," said that the over-the-top (OTT) leader is well along in talks with the French Government to potentially launch before the end of the year in that country, the third-largest pay-TV market and sixth-largest broadband market in Europe. Meanwhile, it's working on the content side of the equation, the report said, with talks with media companies about expanding its international licensing rights for more markets. So far, the company operates in the UK, Ireland, the Netherlands and the Nordic region. A Reuters report in December kicked off the expansion rumours, claiming that Netflix executives had met with the French President's staff to discuss a possible launch.
The move to expand further in Europe smacks of opportunity if Netflix can meet the challenges. Netflix takes iron grip on transitioning OTT market. Editor | 29-01-2014 Buoyed by the success of House of Cards and seeing the rewards of an aggressive marketing campaign, Netflix has grabbed nearly two-fifths of the UK over-the-top (OTT) market, says ABI Research.
According to ABI Research's findings, the OTT leader is replicating in the UK its continued success in the US and growing expansion in Latin America which has been a key driver in taking the worldwide OTT video market to nearly $11 billion in 2013. Yet on a broader note, ABI also believes that there is a fundamental shift taking place within the OTT arena which will see revenue share shift to transactional video-on-demand (TVOD) and advertising as new services emerge. Overall, ABI Research expects electronic sell-through (EST) to grow and that rentals will capture a significant portion of the transactional OTT market. Les nouveaux territoires du marché de la TV.
Florence Le Borgne Head of the TV & Digital content Practice, IDATE.
At a time when video has become pervasive across all of our screens, most national TV markets are losing steam: shrinking viewership and pressure on advertising markets, especially in Europe. Although pay-TV seems to be holding its own, the fast-growing popularity of OTT offerings is shaking up the traditional pay-TV model, while the demise of physical media is virtually a foregone conclusion. If the decline of physical media now seems inevitable, television still has a chance to reinvent itself in a way that takes into account changes in viewer behaviour and competition from new online vendors. Accessing TV According to IDATE, the number of TV households worldwide will reach 1.675 billion in 2018 (+9.6% in 5 years), with the number of digital TV households worldwide being 1.542 billion in 2018, which translates into 92% of TV households.
To understand the future of TV, look in your pocket. The future of TV is a hotly debated topic.
And while consumption of TV content has increased (Nielsen reports that the average American watches almost 34 hours each week) in many ways TV has resisted many of the technology revolutions that transformed other industries. These include the Internet, the advent of mobile and social and the “UI/UX is everything paradigm shift.” With newcomers like Google, Apple and even Intel now looking to disrupt the status quo, how can we try to model the future? What if I said, “Just look to your pocket”? The evolution of television parallels another industry in an eerie way: the mobile phone evolution. In the early days of mobile (which was not so long ago), various device manufacturers (HTC, Motorola, Nokia) and service providers (AT&T, Verizon) tried to develop their own ecosystems around their brands.
The complexity of content. Streaming : les 5 concurrents du tout-puissant Netflix. Alors que la plateforme Netflix lorgne désormais sur la France, la concurrence s'organise pour contrer la plateforme de streaming vidéo.
En deux ans, Netflix s'est imposé comme l'incontournable du streaming vidéo.
Netflix's War on Mass Culture. Given all the faces you see glued to computers, tablets, and cell phones, you might think that people watch much less television than they used to.
You would be wrong. According to Nielsen, Americans on average consume nearly five hours of TV every day, a number that has actually gone up since the 1990s. That works out to about 34 hours a week and almost 1,800 hours per year, more than the average French person spends working. The vast majority of that time is still spent in front of a standard television, watching live or prescheduled programming. Two decades into the Internet revolution, despite economic challenges and cosmetic upgrades, the ancient regime survives, remaining both the nation’s dominant medium and one of its most immutable. And that’s why what Netflix is trying to do is so audacious. History has shown that minor changes in viewing patterns can have enormous cultural spillovers. The business of entertainment has not generally shared Nabokov’s view.