Jan 14, 2020

On-demand video rental services get awards season boost

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Data: PwC and Digital TV Research; Chart: Axios Visuals

Over the last decade, transactional video on-demand (TVOD), which are services that sell or rent content on a one-time basis, have largely been challenged by the rise of subscription and advertising-based streaming services that allow users to access hundreds of titles for a monthly or yearly fee.

Case-in-point: Companies like Apple and Amazon, which still sell and rent content to users, have both invested heavily over the past year in building up their own subscription streaming platforms (SVODs).

Yes, but: TVOD's big advantage, and part of the reason it's still been able to nearly double its market size over the past few years, is that those services often are granted shorter theatrical windows than subscription or advertising-based streaming services.

  • “A-la-carte platforms represent the first opportunity for consumers to watch their favorite movies once they’ve left theaters," says Cameron Douglas, VP of Home Entertainment at FandangoNOW, Fandango's streaming service.

The big picture: TVOD services like FandangoNOW usually see a bump in response to awards season.

  • For example, “1917” is seeing an uptick in Fandango ticket sales after winning the top award for Best Motion Picture/Drama at the Golden Globe Awards.

Go deeper: Netflix upset at Golden Globes

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Americans had the ability to watch over 646,000 TV shows in 2019

Illustration: Sarah Grillo / Axios

There were over 646,000 shows available in the U.S. across linear and streaming services last year, according to Nielsen's latest Total Audience report, a 10% increase from all of 2018.

Why it matters: As more streaming platforms emerge to compete for consumers' attention and budgets, the burden is falling on consumers to navigate an overwhelming number of content choices.

NBCU's new streaming service Peacock goes all in on ads

Illustration: Eniola Odetunde/Axios

NBCUniversal unveiled parts of its new streaming service, Peacock, to investors in New York Thursday, promising a consumer-friendly advertising experience that would set it apart from its many competitors.

Why it matters: Unlike some of its entertainment rivals, NBCU plans to make its service mostly free to consumers, supporting it through advertising instead. Netflix and Disney, who are considered the two streaming titans to beat, are ad-free.

Go deeperArrowJan 16, 2020

Netflix stock down slightly after missing domestic subscriber estimates

Photo: Jaap Arriens/NurPhoto via Getty Images

Netflix's stock was down slightly in after-hours trading on Tuesday after it missed investor expectations for domestic user growth, a sign that increased competition from Disney and Apple may be impacting its growth in North America.

Yes, but: The company still posted strong overall subscriber growth, beating analyst estimates by over 1 million subscribers internationally. It also surpassed expectations for revenue and earnings per share, an impressive feat for a company that is facing massive debt.

Go deeperArrowJan 21, 2020