IP Video Tech 360: The Value Chain 2015 – 2017, Module to Workflow Integration
IP video tech foundational purchase and upgrade budgets allocated by global operators, broadcasters/programmers (bridging linear and on-demand), OTT services, VOD services, Live-to-VOD integrations, network DVR and the enterprise (on-premises and in the cloud) are expected to surpass $18 billion in 2015.
On the sell-in side, the IP video tech industry is populated with mature technologies, modules, content management services and workflow platforms that continually evolve through organic R & D, acquisition and 3rd party integrations, and positioned to capture a share of this expanding market.
The IP video tech space is a complex environment of media formats and players, bandwidth provisioning, video CMS from ingest to monetization, site and server side video ad insertion, and prior generations of technology in various stages of upgrading.
Value chain principals include Akamai, Limelight Networks, Level 3, Highwinds, ChinaCache, Brightcove, Ooyala, thePlatform, Kaltura, Tivo/DigitalSmiths, Piksel, Adobe Primetime, BlackArrow, Canoe, Tremor Video, FreeWheel, Visible World, Vindico, Rocket Fuel, Sizmek, YuMe, Buzz City, Amobee, Madhouse, Opera MediaWorks, RhythmOne, Smaato and many more.
Digital Video AdTech 2015 - 2017: Monetizing Beyond the Linear Clock
This due diligence level study unifies systematic research initiatives spanning the buy side and programmatic systems (DSPs), supply side and programmatic systems (SSPs), ad networks, audience and trafficking platforms to explain the structural work/dollar flow connecting these marketplaces that deliver ecosystem value.
Digital video spend is analyzed by each adtech provider, and includes desktop, mobile, tablet, set top box VOD, device-centric authenticated sign-in services. Avails are contained in long-form, short-form, in-app, web only media, and through distributed media players bundled with creative (i.e. outstream video).
Mobile AdTech 2015 - 2017: Staying Relevant and Getting Paid in an Era of Accelerated Volatility
$14 billion in global ad spend rumbling through the mobile adtech ecosystem has undergone a striking transformation over the past 12 months, redefining how agencies (and agency trading desks), vendors and audience platforms engage with digital budgets, impressions and apportion subsequent profit splits.
AdTech volatility resonating across the vendor marketplace is pressed by the push to acquire scale quickly (i.e. M & A) to compete with display giants that own audience networks like Facebook, Google, Twitter and iAd.
Market positions analyzed in this research report include: 4th Screen Advertising, AdColony, Aditic/Sofialys, AdMob/Google AdSense, AdMobius, Admoda, AdsMobi , AdultModa, Amobee, AppFlood, AppNexus, Axionix, Blinkx, BrightRoll, BuzzCity, Byyd Tech Ltd., Casee, Conversant Media, DataXu, Facebook/Atlas/Instagram, Greystripe, iAd, InMobi , Jana Mobile, Jumptap, Komli Media/Mobile, Lotame, Madhouse, Madvertise, MediaBrix, Medialets, MediaMath, Millennial Media, Mobclix, Mobgold, Mobile Posse, MobileTheory, Mojiva/Mocean, Moolah Media, NDN,Nexage, Opera MediaWorks, OutSpoken, Pointroll, PubMatic, PulsePoint, Rhythm NewMedia, Smaato, StrikeAd, TapAd, Tapjoy, ThinkNear by Telenav, Third Screen Media/AOL Mobile, Tremor Video,Twitter, Twitter/MoPub, UpSight, Verve Mobile, Videoplaza, Voltari, xAD
Video Platforms, Players and Processing Tech 2006 – 2014: Exit Multiples and Transaction Outcomes
Video software platforms, workflow CMS, media players and processing technologies operating independently prefigure an M & A deal marketplace worth $2.7 to $5.3 billion. Revenue multiples have averaged 2.24x 2012 – 2014, whereas 24 deals analyzed over the 2006 – 2014 period exhibit a combined 2.83x comparable.
Consumer-looking video platforms are forecast to generate $1.3+ billion in 2015 revenue, while enterprise counterparts are on track to deliver $450 million in MRR/SaaS-based topline. High CAGR video platforms average 3.33x revenue, while consumer-facing solutions targeting the IPTV/OTT, entertainment and media content verticals have traded for 3.48x multiples of revenue.
Video and Mobile AdTech M & A 2005 – 2014: Exit Valuations
Video, desktop, mobile and multi-screen adtech M & A has mustered $1.5 billion in 2014 acquisition cash, 29% of $5.1 billion in cumulative dealings recorded since 2005 (excluding Google’s $3.1 billion buyout of DoubleClick and Alliance Data’s $2.3 billion takeout of Conversant in 2014), commencing when Gannett snapped up Pointroll’s rich media ad platform. Including the DoubleClick and Conversant acquisitions the figure rises to $10.5 billion.
Virtual Video Value Chain 2014 – 2017: Ecosystem Operations and Analytics
The virtual video value chain (an ecosystem connecting CDN, desktop, mobile and multi-screen ad networks, ad serving tech, programmatic inventory clearing systems, robust software platforms supporting consumer facing and enterprise centered video, plus IPTV/OTT/VOD solutions, CMS workflow and transformation, media players, encoding, processing, content discovery (including navigation and social conversation), security, optimization and analytics shape a highly integrated global marketplace worth $16.5 billion in 2014 receipts.
This is an 800+ page due diligence grade research report for media buyers, sellers, video publishers, distributors, syndicators, platform solutions providers, investors, VCs, investment banks, agencies, brands and rights holders.
The U.S. component to the value chain grew at a CAGR of 42.2% (2006 – 2013) compared to a 35.7% global figure. Synchronizing growth explains unfolding opportunities worldwide as linear video migrates deeper into virtual networks linking vendors across multiple geographies and screens, as described in this multi-disciplinary product, services and business performance report.
CDN 2014 - 2017: Operations and Analytics
CDN revenue is projected at $3.36 billion in 2014, up 19%, directed by user appetite for self-selected content, further accelerating linear broadcast, media and entertainment’s transition into virtual paradigms. This research deconstructs the sector by media and publishing vertical, provider, solutions, geographies, R & D, bytes delivered, global revenue, product launches and partnerships.
Across the gamut of global operations, double-digit growth through 2017 is animated by: 1) Bandwidth pricing stability expanding topline while lowering COGS; 2) Marginal performance paybacks; 3) Value added services addressing tech complexities--accounts requiring quality, reach and security at scale—deciphering media formats, device fragmentation and monetization tools that improve MRR; and 4) Virtual video (including “live” steaming, VOD, TV Everywhere deployment and the enterprise) is a consumption dynamo.
Virtual Video Platforms and Workflow Solutions 2014 – 2016
Virtual video platforms together with essential CMS workflow, encoding, transcoding, optimization, recommendation and discovery tools produced a market worth $1.53 billion in 2013 revenue.
Enterprises, IPTV/OTT operators, TV Everywhere programmers, publishers, brands, businesses and eCommerce websites are embracing virtual video initiatives illustrating the backdrop to market expansion.
Each of the five technology platform, virtual tool and service segments inside this diverse, high-margin, M & A active and VC-attractive sector is forecast to achieve double-digit CAGRs through 2016, according to an operations knowledge report
Video Ad Tech Systems: Inventory Clearing, Trafficking, Spend and Business Operations Analytics: 2014 – 2016
This extensive video ad tech research report is segment-by-segment portrait of the sector’s economic fundamentals, growth trajectories, media CPMs, serving CPMs, formats supported, business models and marginal performance yielding net revenue. Each segment (video ad networks, trafficking platforms and programmatic technologies) is analyzed against monthly and annual unduplicated inventory, sources of supply and demand, percentage of spend by format (in-stream, in-banner, display and overlay), including domestic and international undertakings.
Digital Value Chain 2013
The digital video value chain (comprising CDN, video ad networks, serving platforms, auctions, exchanges, RTBs, integrated video platforms, media transformation, processing, optimization and analytics, mobile ad networks, platforms and media clearing environments made a combined $6.3 billion in 2012 revenue. Revenues (net of requisite publisher payouts) improved 38.1% for U.S.-based vendors, including their international operations.
Globally, the digital video value chain grew 36.6% to $9.4 billion, bookending a nine-year CAGR of 38.6%, as encompassed in this multi-disciplinary ecosystem, operations and business analytics report. This 600+ page edition presents exclusive, extensive primary quantitative research about each value chain entrant and related sectors, comparative growth rates and business model implementations.
CDN Operational, Account and Content Vertical Analytics 2012 - 2015
Content Delivery Networks (CDNs) raised contract revenue 18.3% in 2012, to $2.28 billion, as value-added services (site/app acceleration, cloud solutions, analytics, specialized HTTP video platforms, content transformation, workflow, management, security and rights protection) in addition to core bandwidth provisioning supporting very large video accounts fueled market growth.
Sector-wide monthly recurring revenue (MRR) rose 8% to $5,265, calculated as an average of each CDN’s revenue-per-account performance comparable, as detailed in this market and business analytics report.
Report analysis establishes that media and entertainment represents the largest content segment under CDN contract, forming 48.6% of the penetrated market. Professional video, digital video advertising and Internet music radio are highly penetrated verticals.
Professional video bandwidth fees frame a 35.8% share of the available market (counting self-hosting sites), followed by UGC video at 19.6%, mobile video (views and advertising) at 14.8% and music radio/song plays at 11.7%.
In-Stream and Digital Video Advertising 2012 - 2015
In-stream and digital video advertising momentum rolled forward 52.1% in 2012 to $7.6 billion, capping off a nine-year CAGR run of 62.5%, with more growth ahead, concludes this data rich inventory and spend report. Presented is a systematic, data-driven study of this flourishing market sector by format and platform.
The ecosystem's twin pillars, in-stream and in-page formats, own a combined 86.7% share of the sold market. Third-party video ad networks cleared a 21.4% piece of the $2.5 billion in-stream total.
Research data explains notable adjustments being made to available in-stream inventory (pre/mid/post-roll), and corresponding media spend specifically, by site, network, channel and service.
Expansion of mid/post-roll inventory supporting premium broadcast network properties, cable channel sites, allocated inside Hulu and YouTube (the latter seen across all themed and partner channel content) has been pronounced.
As a result, in-stream insertion frequencies have increased over the past year, and now stand at 1-to-1.04 (or 1-to-2.72 when including YouTube), up from 1-to-1.6 in 2011.
Digital Video Platforms and Workflow Solutions 2012 - 2014
Digital video platforms together with indispensable workflow encoding, transformation, optimization and discovery solutions are forecast to deliver $1.12 billion in 2012 revenue, advancing 33.8% over 2011, based on primary research contained in this comprehensive sector analytics report.
The report constructs a detailed sector analytics template, augmented by analysis of each core segment within it by product type and target market.
The report splits the sector into four segments: Video platforms selling into media, entertainment and the enterprise (online, mobile, VOD, IPTV and OTT); enterprise video platform specialists; processing, transformation and optimization solutions and IPTV/VOD/OTT search, recommendation and navigation.
This investor grade report offers due diligence class business model analyses, historical and forecast revenue, growth trajectories for each segment and company, along with comparative segment analytics.
Video and Mobile Ad Networks, Platforms 2012 - 2014: Path to Media Spend Parity
Video advertising networks, trafficking platforms and exchanges when evaluated with and compared to mobile counterparts are projected to process, clear and deliver $13.2 billion in combined 2012 multi-format media spend. This comparative analytics report presents a systematic, data-driven valuation of each sector’s performance, based on multi-year contrasting analysis of billed inventory and net revenue accruing to platform solutions.
Collectively, these diverse monetization solutions are forecast to return $3.6 billion in 2012 net revenue to platform providers. The video clearing/serving sector is forecast at a CAGR of 40.5% (2007 – 2014), while global mobile peers (all formats, including video) are running at a 138.4% CAGR (2009 – 2014).
This report is an investment tool for agencies, VCs, consulting firms, marketers, electronics manufacturers and solutions vendors, and provides exacting inventory management, media spend transparency and market trends by format.
Video Ad Clearing and Trafficking Platforms: Inventory, Media Spend and Business Channel Analytics: 2012 – 2014
Video ad networks, serving platforms, auctions, exchanges, RTBs, DSPs and SSPs are forecast to process $8.2 billion in 2012 connected device media spend, with 75.6% ($6.2 billion) attached to video formats. This sector report presents the channel-by-channel economics of formats supported, media cleared, served, total inventory, fill rates, CPMs, ad serving CPMs and social media CPV/CPCV pricing models that taken together yield net revenue accruing to service and technology providers, post any publisher payouts.
This report is a detailed inventory, media spend, business operations and sector analytics report designed to be used as an investment instrument for agencies, brands, operators, consulting practices, technology, media services firms, VCs and investment banks.
Online Video Value Chain 2012
The online and mobile video value chain (comprising CDN, integrated video platforms, full service advertising networks, ad serving platforms, auctions and exchanges) produced a combined $4.3 billion in top line revenue in 2011, an increase of 45% over 2010. Double-digit revenue growth of 30% annually projected across all value chain sectors yields a $10 billion market by 2014, according to 545 page multi-disciplinary research report.
The report, Video Value Chain 2012: CDN, Integrated Video Platforms, Advertising Networks, Ad Serving Solutions and Real Time Mediation Environments packages extensive and proprietary online video and mobile media market research produced by AccuStream Research.
Each value chain sector is analyzed by number of accounts, fill rates, gross ad billings, impressions delivered or cleared (by format and region of the world), detailed business model analytics, publisher payout percentages, core competencies, participation formulae, revenue (historical, current and forecast), global reach, market share, R & D initiatives, competitive threats and strategic positioning initiatives.
CDN Business Transformation and Market Analytics 2012 – 2014
U.S.-based CDNs (Content Delivery Networks) are tenaciously adapting their technologies, services, account and business strategies to address new markets of opportunity, concurrently improving top line revenue by 17.7% in 2011 to $1.86 billion, an estimated 65% of the global total.
As bandwidth prices continue to decline, revenue growth (forecast at 20% through 2014) is predicated on CDNs selling more solutions per unique account, and reflected in improved sector MRR for 2011.
CDN direct and indirect accounts combined reached 20,045 (up 19.2%), averaging $9,210 in MRR for the year, a 17.6% increase over 2010, and the first uptick since the sector squeezed out a 5.6% gain in 2008.
CDNs analyzed include Akamai Technologies, Limelight Networks, BitGravity, CDNetworks, EdgeCast, Mirror Image, Level 3, Internap, Highwinds, Cachefly, Cotendo, new disruptive pricing entrant 3Crowd Technologies, among others.
Integrated Video Optimization Solutions 2007 – 2014
Integrated video optimization providers are forecast to earn $898 million in 2011 revenue, an increase of 44% over 2010. This sector report analyzes multiple categories of media optimization services, encompassing end-to-end providers Brightcove, Ooyala, KIT Digital, Kaltura, Limelight Video Platform, thePlatform, MobiTV, Move Networks and others.
The indexing, metadata, tracking and media measurement segment comprise specialists such as Auditude, Digitalsmiths, BayTSP and RAMP.
The media processing, encoding and transcoding section provides detailed analysis of Sorensen Media, Encoding.com, Origin Digital and Anvato.
Account acquisition is currently accelerating, forecast to reach 15,973 (annual average) in 2011, up 69% over 2010, a year when accounts grew by 50.5%. MRR averages $3,849 in 2011. While larger organizations (including enterprises) require additional capacity and are buying more, there is rapid growth seen in self-service accounts, though concentrated at lower MRR ranges.
Online Video Value Chain 2010 – 2012
The online media value chain (comprising CDNs, OVPs and Video Advertising Networks) is forecast to generate $2.3 billion in top line revenues in 2010, with 56.5% of that figure linked predominantly to CDN-powered video distribution, video platform services and content monetization. The combined market grew by an estimated 30% in 2010.
Video-based CDN contracts, OVPs and video advertising networks together have carved out a $1.3 billion swatch of the market total and grew by 40.4% in 2010. Value chain analytics are built on AccuStream Research competencies in total video views, CDN (video contract, and total CDN revenue), OVPs (accounts, pricing and revenue) and video advertising networks (revenue calculated by provider, billing models, and specialty: pre-roll, in-banner, overlay and search).
CDN 2010 - 2012
CDNs (Content Delivery Networks) are generating double-digit top line revenue growth in 2010, a convincing turnaround from the single-digit increase in 2009. CDNs are writing new contracts at a 26.7% annualized pace, and poised to produce $1.5 billion in 2010 revenue.
OVP and Video CMS 2010 - 2012
Online video platforms (OVPs), CMS product suites and related integration services are forecast to generate $480 million in 2010 revenue, an increase of 71.1% over 2009. This report analyzes multiple categories of video platform provider including full featured OVPs, video indexing and ad serving, plus integration, encoding and associated services.
CDNs (Content Delivery Networks) are achieving another year of double-digit growth in 2009, writing new contracts at a 23.3% pace above 2008, powering top line revenue forecasts up 16.4% to $1.37 billion across the segment.
The U.S. market currently generates an estimated 55.8% of the global CDN total, though international traffic is now increasing at a faster rate than its domestic counterpart.
Online Video Value Chain 2010
Video CMS platforms, VASP applications and CDN services connecting the online value chain are forecast to grow revenue at a combined 25.3% rate in 2009 to $1.3 billion, increasing top line another 26.4% in 2010.
Revenue growth is attributable to account acquisition as publishers adopt video applications spanning CMS to indexing, building on double-digit increases in CDN and video advertising network billings.
Video CMS, Media Player and Indexing Platforms 2007 - 2010
Video CMS, custom media player, indexing and metadata platform providers have acquired 1,820 total accounts to date, and forecast to generate $180 million in annual revenue in 2009, an increase of 62.9%.
Video CMS providers (including Brightcove and thePlatform, among others) are estimated to enable 26.4% of total professional content views on a monthly basis, according to a platform services report that examines business models, content volume, revenue (historical and forecast), MRR, account verticals, account acquisition trends and pricing by segment and firm.
CDN Account Verticals and Revenue Performance: 2006 - 2010
Content Delivery Networks (CDNs) posted $1.16 billion in 2008 revenue, notching 30% improvement over 2007.
The U.S. market made up an estimated 57% of the global tally; combined geographies are forecast to grow at 19% in 2009. Revenue attached to audiovisual verticals including professional video, video advertising, video advertising networks, CMS platforms, online music spins, UGV and podcasting totaled $550 million, or 47.3% of total billings..
Online Video Applications and Platforms: 2007 - 2010
The report, Online Video Applications and Platforms: 2007 – 2010, unites the spectrum of extant video applications and platforms, and aligns them in relevant product category groupings. Product groups include video overlay applications, advertising platforms, CMS platforms, platforms with inventory sales, search with inventory sales, integration services, indexing and metadata libraries with media sales.
CDN MARKET GROWTH 2006 - 2009
A fact based CDN and bandwidth services report, complete with pricing for rate and volume account models, revenue, infrastructure deployment and operational analyses.
CDN 2006 - 2007: Market Size, Share, Metrics and Analytics
A comprehensive analysis of the CDN provisioning segment in 2006 with forecasts for 2007 by delivery category, including pricing for downloads (music, movies, television), advertising (Flash), progressive download, gigabytes transferred, 95th percentile pricing model analysis, servers deployed and more.
CDN Growth and market share shifts: 2002 - 2006
This report offers a detailed historical to present day analysis of Content Delivery Network (CDN) services from 2002 through 2006, including market share shifts between CDNs, pricing, media player format share in 2006, market value for both retail and backhaul streaming media contracts and more.
CDN Market Dynamics, Analysis and Streaming Share: 2005 - 2006
This report provides a detailed data and audience analysis of Content Delivery Network services segment (CDN), with detailed analysis of pricing (streaming audio, video, download and advertising), streaming infrastructure, R&D initiatives, market share by CDN, revenue, MRR (monthly recurring revenue), an analysis of Flash pricing and server deployment and streaming media format share.
CDN Market Share: A Complete Streaming Media Business Segment Analysis 2004 - 2005
The CDN business segment grew at robust rates in 2004, and forecast to do so again in 2005. The increase in streaming media usage, audience size, high-value content published by larger Internet and major media brands, and broadband penetration has also broadened the scope of services and applications CDNs now offer.
CDN Market Share Report: 2003 and Forecast 2004
A detailed analysis of the streaming media content distribution business in 2003, including forecasts for 2004.
CDN Streaming Media Market Share Report
This concise, data-driven report pegs the commercial market value of streaming entertainment-based audio and video content distribution at between $50 and $90 million dollars in 2002. Market pricing models examined in detail. Includes extensive database listings of bandwidth service providers and respective content contracts, yielding market share in terms of video streams served or aggregate tuning hours delivered.