Global TV trends: Who is watching and what are they watching? Frédéric Vaulpré Eurodata TV Worldwide Vice-President. Stockholm Tuesday, November 13th

Transcription

1 Global TV trends: Who is watching and what are they watching? Stockholm Tuesday, November 13th Frédéric Vaulpré Eurodata TV Worldwide Vice-President

2 Eurodata TV Worldwide, your international partner Worldwide Content and Audience Insights Global knowledge Content Insight Personalised reporting Certified Ratings & Broadcast Logs Audience Drivers Consumption Patterns & New Behaviours Content Evaluation

3 Eurodata TV Worldwide, your international partner

4 Summary 1. The strategic challenges 2. TV consumption and New Usage: Who and How? 3. International Content Trends: What are they watching?

5 1 Overview of the strategic challenges of today s media companies White Paper

6 An increase of the investments in content Examples of high-standard fiction Global Investment per year $2.5B $5B $8B $13B in content

7 Market and Usage Users want all, everywhere, every time AT AW AD Anytime Anywhere Any Device

8 Market and Usage Users want all, everywhere, every time, in one tool! AT AW OP Anytime Anywhere One platform

9 Three dimensions for the global strategy of media groups Distribution control Exclusive quality contents Ability to charge Eurodata TV Worldwide All rights reserved.

10 Three scenarios that we studied TOTAL INTEGRATION DATA CENTRIC GEOGRAPHICAL PARTNERSHIP Eurodata TV Worldwide All rights reserved.

11 2 TV consumption: New Usage and Young Adults

12 Understanding TV audience: a matrix analysis streaming streaming streaming Eurodata TV Worldwide / Relevant partners All rights reserved

13 The global average daily TV time is stable in Western Europe TOTAL INDIVIDUALS 1st Half 2018 vs h46-2mn Based on total individuals and young adults total day. Computed on France, Germany, Italy Spain, UK. Guests and time-shifted included when included in national audience currency. Scope period: January to June Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

14 The global average daily TV time hides disparities TOTAL INDIVIDUALS 1st Half h23 3h50 3h44 3h44 3h16 2h18 Vs 1st Half mn -3mn -2mn -3mn -10mn -9mn Based on the total individuals total day. Guests and time-shifted included when included in national audience currency Scope period: January to June Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

15 The global average daily TV time hides disparities YOUNG ADULTS 1st Half h27 1h41 1h42 2h02 1h30 0h38 Vs 1st Half mn -10mn -7mn -12mn -11mn -6mn Based on the total individuals total day. Guests and time-shifted included when included in national audience currency Scope period: January to June Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

16 TV consumption in Europe remains high 1st Half h46 4h07 2h40 TOTAL INDIVIDUALS Vs 1st Half mn -12mn +15mn 1st Half h50 1h43 2h29 YOUNG ADULTS Vs 1st Half mn -14mn +14mn Based on total individuals and young adults total day. Computed on France, Germany, Italy Spain, UK. Guests and time-shifted included when included in national audience currency. Scope period: January to June 2018 for all countries except for India (18 th of February to 17 th of June 2018). Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

17 Volume of time-shifted increases on all age groups 3:30 Total Individuals 1:00 3:00 2:30 Young Adults 0:50 0:40 Viewing time decrease explained by consumption decline 2:00 1:30 1:00 0:30 0:30 0:20 0:10 continue to grow and is equally consumed by Total Indivdual and Young Adults 0: :00 A mainstream usage Total Individuals - Total Individuals - Young Adults - Young Adults - Scope period: Average of first 6 months of every year Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

18 Average time shifted age shows that it is now not limited to Young Adults A mainstream usage Average age of time-shifted (vs live ) 45 y.o. (vs 53 y.o.) 47 y.o. (vs 52 y.o.) 48 y.o. (vs 55 y.o.) Scope period: 01/12/ /05/2018 // Total Day Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

19 In Europe & the USA, the proportion of time-shifted has doubled in 7 years Share of time-shifted in global audience 25% 21,5% 20% 15% 10% 11,9% 12,7% 12,2% 5,7% TOTAL INDIVIDUALS YOUNG ADULTS 5% 3,1% 1,5% 0,9% 2,5% 1,5% 0% Based on the total individuals total day. Guests and time-shifted included when included in national audience currency Scope period: Average of first 6 months of every year Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

20 Understanding TV audience: a matrix analysis streaming streaming streaming Eurodata TV Worldwide / Relevant partners All rights reserved

21 An increasing combined usage for TF1 group viewers Total reach amongyoung Adults = watch ONLY on a TV set + + watch on BOTH TV and online + watch ONLY on online screens % of viewers using online screens 85% 61,9% 20,5% 2,4% 22.9% 82% 67,9% 11,4% 2,3% 13.7% 81% 66,0% 12,8% 2,3% 15.1% Scope period:01/01/ /04/2018. Young Adults definition is Individuals Based on Monthly reach of main French channel groups. TF1 group includes: TF1, TFX, TMC and LCI / France Television group includes: France 2, France 3, France 4, France 5, France O and Franceinfo M6 group includes: M6, W9 and 6ter Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

22 The online screens consumption are concentrated on time-shifted Screen use among TS Online Screen 72% of the total vs. 6% on TV 28% 30% 42% 28% Screen use among LIVE 16% 16% of the total 68% vs. 94% on TV Scope period: 01/12/ /05/2018 Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

23 The Good Doctor: how new usage and young adults meet in success! The Good Doctor 28 Aug. New usage Young adults International THE GOOD DOCTOR 1 August 2018 Best programme Best programme in Rat# ranked on consolidated TV % of new usage on total individuals 29% % Market share among the target International: Share of 1 st run in each country vs channel averages for: Australia, Belgium, Canada, Netherlands, Spain, UK, Norway, Poland, South Africa, Italy, USA, Sweden Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved of time-shifted on young adults +65% vs. channel average market share

24 Understanding TV audience: a matrix analysis streaming streaming streaming Eurodata TV Worldwide / Relevant partners All rights reserved

25 Understanding TV audience: a matrix analysis with more and more dimension streaming streaming streaming Eurodata TV Worldwide / Relevant partners All rights reserved

26 A matrix analysis regrouped by one measure: 4-screen ratings streaming streaming streaming Eurodata TV Worldwide / Relevant partners All rights reserved Total 4-screen

27 Several ways of understanding TV audience and several other ones incoming streaming streaming streaming OTT apps OTT apps OTT apps OTT apps Next Challenges! Previews Previews Previews Previews Eurodata TV Worldwide / Relevant partners All rights reserved Total 4-screen

28 3 Focus on 3 Content Trends

29 Worldwide TV content & trends NoTa New On The Air A comprehensive online service which monitors all new TV content and original online recurrent programmes (i.e. SVOD, pure players, YouTube ) Identify new international hits & Trends 450+ channels & 130 Online services 45+ territories 10,000 programmes per year Access to: International online database daily updated, Audience performances and international flows, Upcoming content and more! 4 genres (Entertainment, Factual, Fiction and Kids) Sub-genres also available! Find programmes before they have even been launched! Track original online and Youtube content!

30 Women Empowerment, Politics, & Old is the New Young!

31 Women speak up! The #metoo effect The Scarlet Letter Reports May 2018 Philharmonia coming UP An Ordinary Woman coming UP Producer: Vice Media Format: 5 x 10 Channel: Facebook Watch United States Producer: Merlin Productions Distributor: Lagardère Studios Distribution Format: 6 x 52 Channel: France 2 France Producer: Look Films Distributor: Cineflix Rights Format: 8 x 50 Channel: TV 3 Russia Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved

32 Video An Ordinary Woman Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved

33 Politics confirmed as a recurring theme Bullets coming UP Danke Deutschland July 2018 Bodyguard Aug Producers: Lunanime / Nadcon Film / Vertigo Distributor: Sky Vision Format: 10 x 60 Channel: MTV3 Finland Producer: ume GmbH Format: 6 x 25 Channel: ZDF Germany Producer: World Productions Distributor: ITV Studios Global Entertainment Format: 6 x 60 Channel: BBC One United Kingdom x 2 In ind vs. slot / 4 eps. x 2 In ind vs. slot / 5 eps. Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved / Audience boosters estimated on the channel s slot market share (shr%)

34 Politics confirmed as a recurring theme July 2018 In ind vs. slot / 5 eps. In ind vs. slot / 4 eps. Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved / Audience boosters estimated on the channel s slot market share (shr%)

35 Character: Old is the New Young Digiclash: Der Generationen-Contest Sept April Days The Cool Kids Sept Producer: E+U TV Format: 8 x 25 Channel: KiKa Germany +20% In ind vs. slot / 4 eps. Producer: DR Aarhus Distributor: DR Sales Format: 6 x 43 Channel: DR2 Denmark x 2.7 In ind vs. slot / 4 eps. Producers: FX Productions / RCG Productions / 20th Century Fox TV Distributor: Twentieth Century Fox Television Distribution Format: 30 Channel: Fox United States x 2.1 In ind vs. slot / premiere Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved / Audience boosters estimated on the channel s slot market share (shr%)

36 INSERER VIDEO THE COOL KIDS ou garder 180 DAYS?

37 Conclusion

38 Conclusion TV CONSUMPTION time-shifted and online keeps growing especially among young adults AUDIENCE SUCCESS requires to master numerous drivers including relevant content curation & mixing genres Eurodata TV Worldwide / Relevant partners All rights reserved

39 Conclusion TV CONSUMPTION time-shifted and online keeps growing especially among young adults AUDIENCE SUCCESS requires to master numerous drivers including relevant content curation & mixing genres A need for accountable data USAGE INSIGHT CONTENT INSIGHT Eurodata TV Worldwide / Relevant partners All rights reserved

40 Thank you! Exclusive for members of Frédéric Vaulpré Eurodata TV Worldwide Vice-President