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Expand chart
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

Go deeper

Updated 7 hours ago - Politics & Policy

Coronavirus dashboard

Illustration: Sarah Grillo/Axios

  1. Health: The good and bad news about antibody therapies — Fauci: Hotspots have materialized across "the entire country."
  2. World: Belgium imposes lockdown, citing "health emergency" due to influx of cases.
  3. Economy: Conference Board predicts economy won’t fully recover until late 2021.
  4. Education: Surge threatens to shut classrooms down again.
  5. Technology: The pandemic isn't slowing tech.
  6. Travel: CDC replaces COVID-19 cruise ban with less restrictive "conditional sailing order."
  7. Sports: High school football's pandemic struggles.
  8. 🎧Podcast: The vaccine race turns toward nationalism.
Dan Primack, author of Pro Rata
Updated 7 hours ago - Economy & Business

Dunkin' Brands agrees to $11B Inspire Brands sale

Photo: Alexi Rosenfeld/Getty Images

Dunkin' Brands, operator of both Dunkin' Donuts and Baskin-Robbins, agreed on Friday to be taken private for nearly $11.3 billion, including debt, by Inspire Brands, a restaurant platform sponsored by private equity firm Roark Capital.

Why it matters: Buying Dunkin’ will more than double Inspire’s footprint, making it one of the biggest restaurant deals in the past 10 years. This could ultimately set up an IPO for Inspire, which already owns Arby's, Jimmy John's and Buffalo Wild Wings.

Ina Fried, author of Login
9 hours ago - Technology

Federal judge halts Trump administration limit on TikTok

Illustration: Aïda Amer/Axios

A federal judge on Friday issued an injunction preventing the Trump administration from imposing limits on the distribution of TikTok, Bloomberg reports. The injunction request came as part of a suit brought by creators who make a living on the video service.

Why it matters: The administration has been seeking to force a sale of, or block, the Chinese-owned service. It also moved to ban the service from operating in the U.S. as of Nov. 12, a move which was put on hold by Friday's injunction.

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