$546 billion AVoD boom led by subscription tiers, while user counts slow due to SVoD-with-ads and FAST

In a cruel twist of irony, subscriptions are becoming ever-more essential to the survival of AVoD platforms. The stalwarts of internet video are set to bring in over $546 billion in revenue over the next five years, but the ad-supported business model which many of these platforms pioneered is clearly serving them no longer.

By 2029, subscription revenues will make up almost half of user-derived revenues for AVoD platforms, with advertising revenues holding a shrinking lead of just a few percent.  The rise of both SVoD-with-ads and FAST will slowly squeeze the classic AVoD platforms out of the OTT video advertising market. This has forced a strategy that is the mirror image of the SVoD story – AVoDs are now trying to double down on subscriptions. 

This forecast includes a 26 page PDF report, along with XLS dataset with projections to 2029 for:

• Monthly Active Users, Monthly Hours Watched, Revenue, and ARPU, broken down by platform and region
• Platforms: BiliBili, Crunchyroll, Dailymotion, Fandango At Home (Vudu), iQIYI, Le.com, MX Player, Tencent Video, Viki, Viu, Voot, Youku, YouTube
• Regions: North America, Latin America, Asia Pacific, Middle East & North Africa, and Europe