Streaming is the most disruptive force in video media. Globally, streamed video services continue to grow, led by the US majors, apparently at the expense of non-streamed and advertising-dependent broadcasters.
Recent trading announcements by leading streamers and leading UK broadcasters point in two directions: streaming growth in the North American market is slowing, according to figures from Netflix and Disney, while UK public service broadcasters (PSBs) reported a strong advertising recovery in 3Q21. Both trends were influenced by the pandemic, which slowed the production of new content – this is unwinding and points to a healthy 4Q21. Similarly, leading UK PSBs expect a strong 4Q, with advertising at record levels.
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