q2 2020 market review - aheda.com.au

INDUSTRY FORUM | YEARBOOK LAUNCH AND AWARDS

Q2 2020MARKET REVIEW

INDUSTRY FORUM YEARBOOK LAUNCH AND AWARDS

AUSTRALIA ENTERTAINMENT SPENDOVER $1.4 BILLION MAT

$1.4B

AHEDA QUARTERLY MARKET

REVIEW

Physical Disc

$371M

Cinema

$755M

Digital

$276M

Source: GFK Retail Sales Tracking Physical Sales Value (Jul 19 to Jun 20), OMDIA Digital Market Sales (Jul 19 to Jun 20), MPDAA Theatrical Box Office (Jul 19 to Jun 20)

https://thenounproject.com/term/tickets/25084

https://thenounproject.com/term/cd/96459


Source: GFK Retail Sales Tracking Physical Sales Value (Apr 20-to Jun 20), OMDIA Digital Market Sales (Apr 20 to Jun 20), MPDAA Theatrical Box Office (Apr 20 to Jun 20)

AUSTRALIA ENTERTAINMENT SPENDOVER $170 MILLION IN Q2


REVIEW

Physical Disc

$89M

Cinema

Cinema Closed in Q2 (COVID)

Digital

$81M

$170M

https://thenounproject.com/term/tickets/25084

https://thenounproject.com/term/cd/96459


Source: GFK Retail Sales Data & OMDIA Digital Market Data

TOTAL HOME ENTERTAINMENT REVENUE CONTINUES TO SHIFT

53%

21%

26%

Q2Physical EST VOD


REVIEW

53%

21%

26%

YTDPhysical EST VOD

$170M (+7%)

$307M (-5%)

Total Digital

47%

Total Digital

47%


EST UPDATE

❑ EST market has performed strongly during the

pandemic, with April (+55%) & May (+29%) in

significant growth

❑ EST Film was driving growth in Q2 (+39%), whilst

EST TV experienced a -1% decline

❑ Industry first Mega Movie Week (EST) executed in

May

❑ Amazon Transactional (EST & VOD Film only)

launched in May 2020

Source: OMDIA Digital Market Data YTD & Q2. GFK Digital Market Data used for title lists (Global Accounts Only)

DIGTAL ESTMARKET UPDATE


REVIEW

YTDTOP 5

Q2

1 2 3

$36M

Q2$65M

YTD

+22%

+11%

54 1 2 3 4 5

Note: Title rankings based on GFK Digital Data (Global Accounts Only)


DIGTAL EST DISTRIBUTOR UPDATE


REVIEW

EST DISTRIBUTOR UPDATE

❑ Please note Fox starting to report under Disney from

April 2020

❑ Sony, Roadshow, NBCU, Paramount & Defiant all

experiencing YTD EST market share growth

❑ April were strong EST months for Sony, Roadshow &

Paramount

Distributor

YTDMarket

Share

%

YTDMarket

Share

Change

(+/-)

APRILMarket

Share %

MAYMarket

Share %

JUNEMarket

Share %

Disney 18.6% +3.3% 22.8% 26.5% 26.3%

NBCU 19.5% +0.6% 20.3% 17.3% 22.1%

Warner 15.5% -1.4% 13.1% 18.2% 18.4%

Sony 12.8% +1.1% 20.9% 14.8% 12.2%

Roadshow 7.4% +1.2% 9.0% 7.4% 6.5%

HBO 6.2% -1.9% 3.3% 4.3% 4.5%

E1 4.0% -0.1% 3.0% 3.6% 4.5%

Paramount 3.9% +0.1% 6.3% 4.7% 4.2%

Madman 1.6% -0.2% 1.0% 2.9% 1.1%

Defiant 0.3% +0.1% 0.3% 0.3% 0.3%

Fox* 10.2% -2.9% 0.0% 0.0% 0.0%

Digital Market Share % = Number of Transactions (Volume)

Source: OMDIA Digital Market Data


Source: OMDIA Digital Market Data YTD & Q2. GFK Digital Market Data used for title lists (Global Accounts Only)

DIGITAL VODMARKET UPDATE

VOD UPDATE

❑ VOD market has performed strongly during the pandemic,

with April (+49%) & May (+43%) in significant growth

❑ Amazon Transactional (EST & VOD Film only) launched

in May 2020


REVIEW

$45M

Q2$80M

YTD

+35%

YTDTOP 5

Q2

1

+17%

2 3 4 5 1 2 3 4 5

Please Note: Title rankings based on GFK Digital Data (Global Accounts Only)


DIGTAL VODDISTRIBUTOR UPDATE


REVIEW

VOD DISTRIBUTOR UPDATE

❑ Please note Fox starting to report under Disney from

April 2020

❑ NBCU, Sony, Roadshow, Paramount & E1 all

experiencing YTD VOD market share growth

Distributor

YTDMarket

Share

%

YTDMarket

Share

Change

(+/-)

APRILMarket

Share %

MAYMarket

Share %

JUNEMarket

Share %

Disney 16.8% 2.5% 23.3% 21.7% 21.7%

NBCU 16.5% 1.5% 17.4% 17.6% 21.2%

Sony 16.9% 1.0% 17.3% 21.6% 20.6%

Roadshow 13.1% 1.9% 16.3% 13.1% 13.9%

Warner 12.9% -3.1% 15.3% 10.8% 10.3%

Paramount 7.2% 0.3% 5.4% 10.6% 6.7%

E1 2.9% 0.1% 2.1% 2.4% 3.4%

Madman 2.6% -0.5% 2.0% 1.6% 1.5%

Defiant 1.4% -0.1% 0.8% 0.6% 0.8%

Fox* 9.7% -3.6% 0.0% 0.0% 0.0%

Digital Market Share % = Number of Transactions (Volume)

Source: OMDIA Digital Market Data


PHYSICAL MARKET UPDATE

DISC UPDATE

❑ Overall Q2 performed well Vs. the markets YTD performance.

COVID lockdown certainly seeing a positive impact on some of

the physical results, despite changes to the timing of New

Releases

❑ TV Catalogue having a stellar Q2 result (+9%), with some strong

title performances on Game of Thrones S8, Chernobyl &

Supernatural S14


REVIEW

YTD

(137k) (132k) (112k) (76k) (75k)

TOP 5Q2

1 2 3

(112k) (76k) (75k) (63k) (42k)

1 2 3 4 5

$89.7M

Q2$162.4M

YTD

-7%

-17%

Source: GFK Retail Sales Tracking Physical Sales Value (Jan 20 to Jun 20 & Apr 20 to Jun 20)

4 5


PHYSICALDISTRIBUTOR UPDATE


REVIEW

PHSYICAL DISTRIBUTOR UPDATE❑ Universal Sony with a strong Film NR slate, capturing 7

out of the top 10 titles in Q2, leading to market share

growth

❑ ‘Star Wars Episode IX’ & ‘Frozen 2’ both generating good

Film NR value for Disney in Q2, whilst Disney

experienced steeper declines within Film Catalogue

❑ Roadshow comping a stronger YOY Film NR slate,

leading to steeper declines Vs. the market in Q2

❑ ‘Parasite’ performing exceptionally well for Madman YTD,

leading to market share growth

Distributor

YTDMarket

Share

%

YTDMarket

Share

Change

(+/-)

YTDValue %

Change

Q2Market

Share

%

Q2Market

Share

Change

(+/-)

Q2Value %

Change

Universal Sony(Incl. Paramount)

39.4% +6.8% +1% 41.1% +7.0% +12%

Disney (Incl. Fox)

22.7% -6.2% -35% 22.7% -4.7% -23%

Roadshow 22.0% -4.1% -30% 20.8% -5,4% -26%

Madman 10.4% +3.0% +17% 9.9% +2.3% +20%

Beyond 1.9% +0.2% -4% 2.0% +0.4% +16%

Shock 1.9% 0.0% -14% 1.8% +0.1% -2%

Others 1.5% +0.1% -8% 1.6% +0.3% +16%

Total -17% -7%

Source: GFK Retail Sales Tracking Physical Sales Value


4K ULTRA HDGENERATING OVER $4M IN Q2 SALES VALUE

02

.20

19

03

.20

19

04

.20

19

05

.20

19

06

.20

19

07

.20

19

08

.20

19

09

.20

19

10

.20

19

11

.20

19

12

.20

19

01

.20

20

02

.20

20

03

.20

20

04

.20

20

05

.20

20

06

.20

20


REVIEW

4K ULTRA HD UPDATE

❑ The UHD 4K market has performed well in Q2, up

+10% YOY

❑ May & June were both strong months for the UHD 4k

market

❑ Star Wars Episode IX (10k) & 1917 (7k) both

performing well on UHD 4K in their new release

windows within the period

Source: GFK Retail Sales Tracking Physical Sales


Source: MPDAA Theatrical Box Office (Jan 20 to Jun 20)

THEATRICALUPDATE


REVIEW

THEATRICAL UPDATE❑ YTD significant declines due to cinema closures across

the nation in Q2 due to COVID lockdowns

❑ Several major theatrical releases have been moved out

of year into 2021 (e.g. Mulan, Peter Rabbit 2, Black

Widow, Fast & Furious). Expecting a strong pipeline of

theatrical content to hit theatres in 2021

$179M

-69%

Theatrical Box Office YTD to June

YTD

($23M) ($20M) ($16M) ($15M) ($14M)

TOP 5Q2

(Box) (Box) (Box) (Box) (Box)

1 2 3 4 5

Cinema Closed in Q2 (COVID)

1 2 3 4 5


Source: The Roy Morgan Research to 31st May 2020 (How many people have access to a service, either through their own or someone else’s subscription)

SUBSCRIPTION & PAY TV SERVICESUPDATE


REVIEW

SVOD & PAY TV UPDATE❑ SVOD services have all seen growth in the

pandemic, with Netflix, Stan, Amazon Prime Video

and Disney+ all recording gains in viewership

❑ New Entrants Disney + & Amazon Prime have

added significant market share in a short amount of

time

15.74mAustralians had access to some form of pay TV or

SVOD service (+12% YOY)

13.2m 2.4m5.5m 4.4m 2.1m

INDUSTRY FORUM YEARBOOK LAUNCH AND AWARDS Source: GFK ConsumerScope Q1 2020

CONSUMERS CONTINUE TO ACCESS CONTENT IN MULTIPLE WAYS

23%

45%

8%

18%

7%

Digital & Physical

Digital only

Physical only

TV only (incl. Pay TV)

None

WHICH OF THE FOLLOWING HAVE YOU WATCHED IN THE LAST MONTH : Q1, 2020


REVIEW

Base: Nat rep sample in the period specified (aged 14-65)*

Please note: Digital includes: EST, VOD, SVOD, CUTV, Piracy (indirect+direct)

*Please note: All segments may/ may not have consumed TV/Pay TV as well

q2 2020 market review - aheda.com.au

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