A Strong 1H 2020 for Online Video in Southeast Asia As Consumption Soars & SVOD Gains

Q2 2020 Report Highlights Growing Depth Of The Streaming Video Economy In Four Markets: Indonesia, The Philippines, Singapore & Thailand

28 September 2020

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Key Highlights 

  • Netflix and Viu drive premium demand

  • Vidio extends SVOD growth in Indonesia

  • iQIYI, WeTV gain in key markets

  • HBO Go steadily grows in select markets 

  • TrueID leads telco OTT rankings

(SINGAPORE, SEPTEMBER 28, 2020): Total video streaming minutes on mobile grew 30% Q/Q in Q1 2020 across four Southeast Asia markets and a further 19% Q/Q in Q2 to reach 657 billion, according to a study published today by Media Partners Asia (MPA). The report, entitled Southeast Asia Online Video Consumer Insights & Analytics: A Definitive Study, was first published in May 2020 and has been updated to cover research from Q2 2020 across Indonesia, the Philippines, Singapore and Thailand. The report leverages MPA’s proprietary AMPD Research platform.

 

YOUTUBE, NETFLIX & VIU

 

According to the report, global AVOD market leader YouTube’s share of streaming minutes was 84% in Q2 2020, driven by free-to-air (FTA) TV content, music and user-generated kids content. Ex-YouTube, total streaming minutes grew 57% to reach 107 billion in Q2 versus 68 billion in Q1. Global SVOD market leader Netflix had 39% share, driven by significant growth in Indonesia, the Philippines and Thailand along with steady growth in Singapore. Leading regional freemium OTT operator Viu had 17% share, driven by Indonesia, the Philippines and Thailand. 

 

Other notable players with material 20% share in aggregate of total streaming minutes ex-YouTube in the four markets included Indonesia’s Vidio, China’s iQIYI, which is expanding slowly across Southeast Asia; WeTV and Line TV in Thailand; and iflix. In Q2, iflix’s assets were acquired by Tencent, which also owns WeTV.

 

SVOD GROWTH

 

Total cumulative SVOD net additions in the four SEA markets reached 3 million in Q2 2020. Total SVOD paying subs, unadjusted for overlapping users or subscriptions, reached ~10 million in Q2 2020 versus ~7 million in Q1 2020. In Indonesia, SVOD has a long way to go but is showing encouraging signs of growth driven by affordable plans by key operators catering to the mobile mass market. Similar trends are occurring in Thailand though from a higher base. Philippines and Singapore continue to grow steadily. 

 

Netflix remains the largest SVOD player across the four markets with more than ~3.3 million subscribers across the four markets with Viu in second place with an estimated 2.2 million paying subs. Netflix has grown significantly in 1H 2020 on the back of mobile pricing and the popularity of its Korean content, International / US Originals and local acquisitions. Much of freemium operator Viu’s success is driven by its Korean day-and-date dramas & series as well as a handful of local acquisitions and originals in markets such as Thailand. 

 

Other notable gainers include: (1) Emtek / SCMA-owned Vidio in Indonesia, a freemium operator which had 632,000 paying subs in Q2 2020, growing to 804,000 by mid-September and (2) HBO Go with ~400,000 paying and authenticated subscribers in Q2 2020 on mobile, driven largely by direct subs in Indonesia, Thailand and the Philippines. Amongst the big telco aggregators, the most significant is TrueID in Thailand with 1.5 million paying and authenticated subscribers in Thailand.

 

 

Commenting on the report’s findings in Q2 2020, MPA executive director Vivek Couto said:

 

“Online video consumption continued to soar through the pandemic in Southeast Asia during 1H 2020. The growth of premium video services has been significant with a greater scale of consumers paying for online video in large emerging such as Indonesia, the Philippines and Thailand. Global, local & regional platforms are rolling out more affordable OTT plans, catering to a large mobile broadband universe, while also investing in premium entertainment. It’s only the beginning with plenty of more work, investment and execution to be done to create sustained, recurring demand for paid legal SVOD services.”

 

 

 

 

ABOUT THIS REPORT & METHODOLOGY

 

This report is produced by Media Partners Asia (MPA) using its proprietary AMPD Research platform. AMPD used two key tools to conduct research & frame analysis:

 

(1) Passive Measurement. The AMPD platform uses a permission-based panel of consumers who consent to the collection of their session-based activity. For this report, the platform passively measured real consumption on mobile devices across 4 SEA markets in Q2 2020.  The data reported is anonymized and conforms to data privacy legislation in markets where the service operates including European Union’s General Data Protection Regulation (GDPR) and the Republic of Singapore’s Personal Data Protection Act (PDPA) which delivers parallel compliance in Asia-Pacific Economic Cooperation (APEC) member states. AMPD Vision®  data was used by MPA to provide a consolidated granular view of streaming media consumption across global and regional VOD services on mobile devices. Data from AMPD Vision® informs key metrics reported including: (A) Total minutes streamed by VOD & social media platforms and (B) Users, MAUs, WAUs & DAUs by VOD platform. 

 

(2) Consumer Survey. MPA used the results of a Consumer Survey, which serves as a VOD Profiling Study conducted continuously across Indonesia, the Philippines, Singapore and Thailand. Data is collected through an interactive online survey among internet users aged 15 years and above who use both mobile and / or home= broadband. Respondents are sampled according to representative quotas for age, gender and regions corresponding to AMPD Research's online universe estimates modelled using official government statistics and MPA analysis. The samples are sourced using AMPD Research's proprietary online panels, pre-screened for actual VOD consumption. For this report, a sample size of 36,458 respondents completed a structured survey of mostly closed-end questions. Sample sizes by market are Indonesia, N=16,690; Philippines, N=8,107; Singapore, N=1,484; Thailand, N=10,177. Data from the Consumer Survey informs key metrics reported in the report including: (1) Socio-economic & demographic indicators by VOD platform; (2) Consumer spend on VOD services; (3) Paying subscribers by VOD platform; and (4) Net Promoter Scores.

 

About Media Partners Asia (MPA)

 

Media Partners Asia (MPA) is the leading independent provider of research, advisory and consulting services across media, telecoms, sports and entertainment industries in Asia Pacific. We provide customized research with strategic recommendations to help clients launch new products & services, enter new markets, as well as acquire and sell businesses. MPA reports are used and sourced by local, regional and global companies for strategic planning and equity & debt transactions. We also offer dedicated primary research through subsidiary AMPD Research to measure consumer behaviour across the digital economy, including online video and gaming. MPA also hosts the APOS Summit, the defining voice and global platform for the Asia Pacific media, telecoms, sports and entertainment industry.

 

Contact

 

Lavina Bhojwani 

VP & GM

Media Partners Asia

E: lavina@media-partners-asia.com

 

 


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