实体经济

The rapidly evolving state of the streaming industry

Q&A with our industry senior analyst

2023年9月14日
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实体经济 媒体 & 娱乐

贾斯汀Krieger is a director within RSMvwin德赢娱乐's growing technology, media and telecommunications group and supports the progress of the practice through client development, industry knowledge and relationship management.

What do you see happening in the streaming space now?

There is significant saturation in the media industry, making it really hard for companies to grow user counts, especially in the streaming sector.

Consumers face more choices for platforms than ever; large media companies are battling an expensive content war, with high competition and the continuous need for new, 高质量的娱乐. So, large companies will continue to increase content diversity to deal with that.

An example of that is through streaming companies purchasing sports media rights. Another example is through interactive 娱乐, such as video gaming.

这在体育运动中是如何发挥作用的?

Watching live sports is one of the key reasons consumers have stuck with traditional cable packages. Consumers really enjoy watching live sports on television. So, since large streaming companies have large media aspirations and the continued need to battle customer churn and increase content diversity, they have started buying sports rights from the major professional leagues.

It's happening with soccer and football, to name two. Many rights deals have expired in the past couple of years and we are seeing a shift to the streaming space that was hard to imagine even five years ago.

那游戏呢??

This is an area where the change will be profound. Netflix is entering the cloud gaming market with initial testing taking place in Canada and the U.K. Netflix has been involved in the gaming space for a while. But with the move to cloud gaming, they are able to build on their initial expertise of streaming TV shows and movies.

为什么这很重要??

Gaming is already a large industry and will only grow in the coming years. Cloud gaming will play a part as users connect their gaming world to their existing streaming accounts. This change is happening for four reasons.

First, streaming services already have a significant user base. Second, streaming companies already have reputable name brands, so customers trust them. Third, the streaming services already have the technology. 和最后一个, they have a path to profitability in gaming in that in-game ads, 例如, 能成为一个好的收入来源吗.

Streaming services struggle to turn a profit. 盈利的途径是什么?

At one point, the focus for streaming companies was on user growth. More users could lead to profitability, the thinking went. But as it played out, that's not necessarily the case. The path to profitability is all about striking a balance between retaining users and increasing revenue.

密码共享就是一个例子. When a company places limits on password sharing, 就像最近发生的一样, 用户数量大大增加.

另一个因素是广告. Streaming services are introducing several tiers of service. So you have one tier that costs less and includes ads and another tier with no ads but costs more. The multiple levels allow the streaming services to develop revenue streams from advertising unavailable to them before. And it gives consumers a choice—ads, no ads or cancelling. It's a winning equation for everyone.

RSM贡献者

  • 贾斯汀Krieger
    贾斯汀Krieger
    技术, 媒体 and Telecommunications Senior Analyst

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