Banged this out yesterday – http://www.nokpis.com/2016/04/18/the-actual-state-of-ott-in-emerging-markets/
The idea being that the expansion of OTT across the planet will be a full scale war and that it won’t simply be handed over to Netflix on a silver platter.
Now we have Netflix with the okay quarter but with a shady forecast: http://techcrunch.com/2016/04/18/netflix-posts-a-mixed-q1-but-adds-6-74m-new-subscribers/
Don’t get me wrong here. Netflix is huge and growing but the cost of building out tech and a library for the globe won’t be cheap. They are also losing paid subscribers who can no longer VPN to get the good content. I am in Singapore and the size of the library sucks here. I can’t even get the latest season of many of the Netflix shows. Thankfully I still use my mom’s account so not like I am sweating the subscription.
However on top of dealing with all the regional players, Netflix has to now contend with Amazon.
I always assumed Amazon would do this at some point but didn’t expect it this soon. To be frank I had Prime for a bit so I could play with the video service but didn’t keep it due to not having enough content. With the service now being split out I may try it again but I have always found their tech and apps to suck in comparison to HBO and Netflix. Amazon always does just enough to get by versus build the best app ever. It shows with their video apps but maybe this breakout will force them to compete more. Time will tell.
One thing we do know is video is growing like mad – even in Asia. http://variety.com/2016/digital/asia/online-video-further-growth-in-asia-report-1201755475/
I think the market will split off into a few groups and that there will never be one dominant player for the globe or for the Asian regions.
But who the hell knows.