current
Streaming Video Evolution
The streaming video landscape is evolving, with mergers, price increases, and the rise of free ad-supported services.
Timeframe
near-term
Categories
Subcategories
Impact areas
Detailed Analysis
The streaming market is experiencing consolidation, with mergers expected among existing services. Price increases for ad-free subscriptions are pushing consumers towards lower-priced ad-supported tiers, which offer higher average revenue per user for streamers. Free streaming services are gaining traction and projected to continue growing, reshaping the television market as 'battleground households' (broadband only) surpass core cable households by 2028. "Today, there are a large number of streaming services at scale. We expect to see mergers of services within the next few years."
Context Signals
Mergers expected among streaming services.
Price increases for ad-free subscriptions.
Growth of free ad-supported streaming services.
Edge
Streaming services will need to focus on content differentiation and personalized experiences to retain subscribers.
The rise of ad-supported tiers and FAST services will create new opportunities for advertisers.
The battle for viewer attention will intensify, leading to more innovative content formats and distribution models.
