DIGITAL

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TRENDSStreamingworldwideCHAPTER

01OverviewConsumerspendingonvideogames,videoandaudiostreamingintheUnitedStatesin2021and2022(inbillionU.S.dollars)Spendingongaming,audioandvideostreamingintheU.S.2021-2022SpendinginbillionU.S.dollars2022*2020210103040506054GamingsoftwareandservicesVideostreaming51474413Audiostreaming113Description:Estimatesshowedthatspendingonvideogamessoftwareandservices,aswellasaudioandvideostreamingwillincreasefrom2021to2022intheUnitedStates.Audiostreamingproducts,likemusic,podcasts,audiobooks,areprojectedtogrowby15percent,whilevideostreamingandgamingwillincreasebythreebillionU.S.dollarseach.ReadmoreNote(s):UnitedStates;2021;*Forecast.ReadmoreSource(s):ConsumerTechnologyAssociation;eMarketer;InsiderIntelligence;TwitterDigitalmediarevenueinselectedcountriesworldwidein2022(inmillionU.S.dollars)DigitalMarketOutlook:digitalmediarevenueinselectedcountries2022200,000174,418.03180,000160,000140,000120,000100,00080,00060,00040,00020,0000113,534.3552,824.78Japan19,204.2317,247.87UnitedStatesChinaUnitedKingdomSouthKorea4Description:Comparingthefiveselectedregionsregardingtherevenueinthedigitalmediamarket,theUnitedStatesisleadingtheranking(174.4billionU.S.dollars)andisfollowedbyChinawith113.5billionU.S.dollars.AttheotherendofthespectrumisSouthKoreawith17.2billionU.S.dollars,indicatingadifferenceof157.2billionU.S.dollarstotheUnitedStates.ReadmoreNote(s):Worldwide,China,Japan,SouthKorea,UnitedKingdom,UnitedStates;Jan1sttoDec31st2022;estimateSource(s):DigitalMarketInsightsDigitalmediarevenuegrowthworldwidefrom2017to2027,bycategoryDigitalMarketOutlook:digitalmediarevenuegrowthworldwide2017-2027,bycategoryDigitalmusicePublishingVideogamesVideo-on-demand35%30%25%20%15%10%5%30.7%29.7%28.7%24.4%21.3%20.8%14%19.5%17.4%14.7%11.4%13.6%12.4%10.1%12.6%9.6%7%4.9%11.9%9.2%5.4%9.4%6.4%7.8%7.6%6.5%7.9%5.3%2.7%7%6.7%4.8%2.4%5.4%3.4%4.1%3.2%2.6%0.8%2020-1.9%0%-5%2018201920212022*2023*2024*2025*2026*2027*5Description:In2023video-on-demandrevenueissettogrowby17.4percent.AnoverviewofallDigitalMarketscanbefoundhere.ReadmoreNote(s):Worldwide;2017to2021;currentexchangerates;reflectsmarketimpactoftheRussia-Ukrainewar;*Forecast-dataasofNovember2022.DigitalMediaisdefinedasaudiovisualmediacontentsandapplicationsthataredistributed[...]

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DigitalMarketInsightsUsersofdigitalmediausersworldwidefrom2018to2027,bysegment(inmillion)Digitalmediausersworldwide2018-2027,bysegmentVideo-on-DemandVideoGamesePublishingDigitalMusic4,0003,5003,0002,5002,0001,5001,00050020182019202020212022202320242025202620276Description:Thenumberofusersisforecasttoexperiencesignificantgrowthinallsegmentsin2027.Aspartofthepositivetrend,theindicatorachievesthemaximumvalueacrossallfourdifferentsegmentsbytheendofthecomparisonperiod.Notably,thesegmentVideo-on-Demandstandsoutwiththehighestvalueof3.4billionusers.ReadmoreNote(s):Worldwide;2018to2027Source(s):DigitalMarketInsightsNumberofinternetusersworldwidefrom2009to2022,byregion(inmillions)Numberofworldwideinternetusers2009-2022,byregionAsiaEurope425.8Africa86.2Latin

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Caribbean186.9Dec2009Jun2010Dec2011Jun2012Dec2013Jun2015Jun2016Jun2017Jun2018Jun2019Jun2020Dec2021Jun2022764.4825.1475.1110.9204.71016.8500.72518.51566.26604.12614.98659.63704.83727.56727.85743.6139.88167.34240.15313.26339.28388.38455.84522.81566.14601.32652.86235.821076.681265.141563.211792.161938.082062.142300.472525.032790.152934.18254.92302.01333.12384.75404.27438.25453.7467.82533.17750.04543.397/statistics/265147/number-of-worldwide-internet-users-by-regionAsofJune2022,Asiawasleadingbythenumberofinternetusersworldwidewithnearly2.9billioninternetusers.Europerankedsecond,withmorethan750millioninternetusers.Meanwhile,thenumberofinternetusersworldwidewas5.47billion.ReadmoreNote(s):Worldwide;2009to2013and2015to2022Source(s):InternetWorldStatsCHAPTER

02MusicstreamingMusicstreamingrevenueworldwidefrom2005to2022(inbillionU.S.dollars)Musicstreamingrevenueworldwide2005-2022201816141210817.516.913.611.49.26.564.642.81.91.4210.60.20.30.40.40.10.102005200620072008200920102011201220132014201520162017201820192020202120229Description:In2022,streamingrevenuesreached17.5billionU.S.dollarsworldwide,thehighesteverrecordedandmorethansixtimesthefiguregivenfor2015,whenmusicstreamingrevenueamountedto2.7billion.Streamingrevenuesnowaccountforover67percentoftotalglobalrecordedmusicrevenue.ReadmoreNote(s):Worldwide;2005to2022Source(s):IFPIGrowthinmusicstreamingrevenueworldwidefrom2013to2022Musicstreamingrevenuegrowthworldwide2013-202275%65.1%65%55%47.6%45%35%25%15%5%41%41.1%35.5%34%24.3%202122.9%201919.9%202011.5%202220132014201520162017201810Description:Globalmusicstreamingrevenueincreasedby11.5percentworldwidein2022,andnowaccountsfor67percentoftotalglobalrecordedmusicrevenue.Whilststreamingisnowthemusicindustry'smainrevenuedriverworldwide,growthhassloweddowndramaticallysince2016whenstreamingrevenuegrowthsurpassed65percentyearonyear.ReadmoreNote(s):Worldwide;2013to2022Source(s):IFPINumberofmusicstreamingsubscribersworldwidefromthe1sthalfof2019to2ndquarter2022(inmillions)Streamingmusicsubscribersworldwide2019-2022700600616.2523.94875004004003002001000304.9H12019Q12020Q12021Q22021Q2202211Description:Inthesecondquarterof2022,thenumberofmusicstreamingsubscribersworldwideamountedto616.2million,upfromjustunder523millionattheendoftheSECONDquarterof2021.Paidmusicstreamingsubscriptionshavebecomethenormformanymusicfans,andthemarkethasseenconsistentlyimpressiveincreasesinsubscribernumbersoverthelastfewyears.Recentforecastsshowhoweverthatwhilstbothsubscribernumbersandrevenueareexpectedtocontinuetorise,[...]

ReadmoreNote(s):Worldwide;2019toQ22022Source(s):MIDiAResearch;MusicBusinessWorldwideShareofmusicstreamingsubscribersworldwideinthe2ndquarterof2022,bycompanySubscribershareofmusicstreamingservicesworldwideQ22022Yandex2.2%Deezer1.5%Netease6.1%YouTubeMusic8.9%Spotify30.6%Others10.2%Amazon13.3%AppleMusic13.7%TencentMusic13.4%12/statistics/653926/music-streaming-service-subscriber-shareInthesecondquarterof2022,30.5percentofmusicstreamingsubscribersworldwidehadasubscriptionwithSpotify,almostdoublethesharewhoweresubscribedtoAppleMusic.OtherservicesinthelistincludedAmazon,TencentMusicandYouTube.ReadmoreNote(s):Worldwide;Q22022Source(s):MIDiAResearch;RouteNoteArtistswiththemostmonthlylistenersofalltimeonSpotifyworldwideasofJanuary2023(inmillions)Spotify:artistswiththemostmonthlylistenersworldwide2023Numberofmonthlylisteners600204080100100.9120TheWeekndMileyCyrusTaylorSwiftRihanna8280.379.6Shakira77.677.4EdSheeranSamSmithDavidGuettaSZA73.871.469.268.6Drake13Description:AsofJanuary2023,theartistwiththemostmonthlylistenersonSpotifyworldwidewasTheWeeknd,closelyfollowedbyMileyCyrusandTaylorSwift.MileyCyrus'song"Flowers"releasedonJanuary12,2023,rumouredtobeaboutherrelationshiptoactorLiamHemsworth,hadimmensecommercialandcriticalsuccess.ThesongbrokeseveralrecordsonSPotify,suchasthesongwiththemoststreamsinthefirst24hours,with7.7millionplays.Thehitsinglealsobroketherecordformost[...]

ReadmoreNote(s):Worldwide;January2023;monthlylistenersareindividualglobaluserswhoplayedanartist'smusicwithinarolling28dayperiodSource(s):RouteNote;SpotifyCHAPTER

03PodcastsNumberofpodcastlistenersworldwidefrom2019to2024(inmillions)Numberofpodcastlistenersworldwide2019-2024600504.9500464.7424.2383.74003002001000332.2274.820192020202120222023202415Description:AccordingtoastudyfromJuly2021onglobalpodcastconsumption,thenumberofpodcastlistenersworldwidehassteadilyincreasedandispredictedtoriseevenfurther.In2020,thenumberofpodcastlistenersworldwideamountedto332.2millioninternetusers,whilethisnumberhasgrownto383.7in2021.ReadmoreNote(s):Worldwide;2019and2020;forecastdatafromJuly2021,amonginternetusersofanyagewholistentoapodcastviadigitalstreamordirectdownloadonanydeviceatleastoncepermonthSource(s):eMarketerShareofinternetuserswholistentopodcastsinselectedcountriesworldwidein2021Internetuserswholistentopodcastsworldwide202145%40%40%35%30%25%20%15%10%5%34.6%34.2%33.2%32.8%30%28.4%27.9%

27.6%25.8%25%24.5%

24.4%22.9%19.2%12.2%11.8%8.7%0%16Description:Accordingtoastudyonpodcastconsumptioninselectedcountriesworldwidein2021,theUnitedStateshadthehighestrateofinternetuserslisteningtopodcastsat40percent.PodcastsweresignificantlylesspopularinChinawithapenetrationrateof8.7percent.ReadmoreNote(s):Worldwide;July2021;18yearsandolder;amonginternetusersSource(s):eMarketer;ReutersInstitutefortheStudyofJournalism;TwitterShareofpeoplewholistenedtoapodcastinthelastmonthinselectedmarketsworldwide2021,bycountryShareofmonthlypodcastlistenersinselectedmarketsworldwide2021,bycountryShareofrespondents25%0%5%10%15%20%30%35%40%45%50%55%SouthKoreaIreland49%41%SpainUnitedStatesNorwaySwedenSwitzerlandCanada38%37%37%36%35%33%32%31%31%AustriaAustraliaItalyFinlandArgentina29%29%17Description:Accordingtoastudyfrom2021,podcastswereespeciallypopularinSouthKorea,where49percentofrespondentsstatedthattheyhadlistenedtoapodcastinthelastmonth.Amongtheselectedmarkets,podcastsweretheleastpopularintheUnitedKingdom,withonly22percentofsurveyedpeoplesayingthattheyhadlistenedtoapodcastwithinthemonthpriortothestudy.ReadmoreNote(s):Worldwide;endofJanuarytobeginningofFebruary,2021;*;18yearsandolder;*Samplesizevariedamongthecountries:Argentina:2,007;Australia:2,034;Austria:2,000:;Belgium:2,008;Canada:2,036;Chile:2,009;Denmark:2,005;[...]

ReadmoreSource(s):ReutersInstitutefortheStudyofJournalism;SpeechKit;YouGovLeadingpodcastpublishersworldwideinJune2023,byuniquestreamsanddownloads(inmillions)Podcastpublishers'globaluniquestreamsanddownloads2023Uniquestreamsanddownloadsinmillions100

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200050250300350400377.24iHeartPodcastsWondery176.23162.04NPRNewYorkTimesDailyWire111.7179.9470.41NBCNewsPRX52.4541.3635.0738.19TheWaltDisneyCompanyCNNVoxMedia18Description:TheleadingpodcastpublisherworldwideinJune2023basedonuniquestreamsanddownloadswasiHeartRadiowith377.24millionstreamsanddownloadsinthatmonth.InsecondplacewasWonderywith176.23million.

ReadmoreNote(s):Worldwide;June2023;mobileanddesktoppodcastaudienceSource(s):PodtracCHAPTER

04VideostreamingOver-the-top(OTT)TVandvideorevenueworldwidefrom2022to2028,bysource(inbillionU.S.dollars)OTTTVandvideorevenueworldwide2022-2028,bysource20222023*2028*140120100801261089991604841402010988870RentalDTO/ESTAVODSVOD20Description:Dataontheglobalover-the-topTVandvideorevenueworldwidein2022revealedthatSVODrevenuereached99billionU.S.dollars.Itisexpectedthatsubscription-basedVODrevenuewillcontinuetoincreaseatarapidrateandsurpass126billionU.S.dollarsworldwideby2028.AVODrevenueissettomorethandoubleinthesametimeperiod,whiletheTVODmarketisprojectedtoremainquitestable.

ReadmoreNote(s):Worldwide;2022;forecastdatafromApril2023;*Forecast.ReadmoreSource(s):BroadbandTVNews;DigitalTVResearchVideo-on-demandrevenueinselectedcountriesworldwidein2022(inmillionU.S.dollars)DigitalMarketOutlook:video-on-demandrevenueinselectedcountries202270,00057,922.2760,00050,00040,00030,00020,00010,000024,548.116,387.395,665.23Japan4,549.76GermanyUnitedStatesChinaUnitedKingdom21Description:Therevenuerankinginthe'Video-on-Demand'segmentofthedigitalmediamarketisleadbytheUnitedStateswith57.9billionU.S.dollars,whileChinaisfollowingwith24.5billionU.S.dollars.Incontrast,Germanyisatthebottomoftherankingwith4.5billionU.S.dollars,showingadifferenceof53.4billionU.S.dollarstotheUnitedStates.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2022Source(s):DigitalMarketInsightsPenetrationrateoftheOTTvideomarketworldwidefrom2017to2027PenetrationrateofOTTvideoworldwide2017-202760%53.05%51.47%49.7%50%40%30%20%10%0%47.76%45.66%44.35%42.86%41.28%36.18%33.2%30.35%2017201820192020202120222023202420252026202722Description:Theglobalpenetrationrateinthe'OTTVideo'segmentofthemediamarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal7.4percentagepoints.Afterthefifthconsecutiveincreasingyear,theindicatorisestimatedtoreach53.05percentandthereforeanewpeakin2027.ReadmoreNote(s):Worldwide;2017to2027Source(s):Advertising&MediaInsightsShareofinternetuserswatchingcontentviastreamingserviceseachmonthworldwideasof3rdquarter2022,bycountryGlobalshareofuserswatchingcontentviastreamingservicesQ32022,bycountryShareofrespondents0%10%20%30%40%50%60%70%80%90%100%PhillipinesMexicoBrazilIndiaSouthAfricaChile97.9%97.7%97.6%97.5%97.3%97%ArgentinaSaudiArabiaTurkeyVietnamIndonesiaNewZealandThailand96.6%96.3%96.3%96.2%96%96%95.4%23Description:Worldwide,90.9percentofinternetuserswatchedcontentviastreamingserviceseachmonthasofthethirdquarterof2022.PeoplefromthePhilippineswereusingvideostreamingplatformsthemost,with97.9percentofrespondentstothesurveystatingtostreameverymonth.Mexicocamesecond,with97.7percentofpeoplewatchingTVcontentonstreamingplatforms,followedbyBrazil.Bycomparison,only69percentofconsumersfromJapanindicatedtousevideostreaming[...]

ReadmoreNote(s):Worldwide;Q32022;16-64years;e.g.NetflixSource(s):DataReportal;GWI;Meltwater;WeAreSocialShareofdailytimespentwatchingcontentviastreamingservicesofthetotalTVconsumingtimeworldwidefrom3rdquarter2015to3rdquarter2022Shareofdailyvideostreamingtimeworldwide2015-202250%45.3%44%45%40%35%30%25%20%15%10%5%42.2%41.1%39%36.5%31.7%29.5%0%Q32015Q32016Q32017Q32018Q32019Q32020Q32021Q3202224Description:Asofthethirdquarterof2021,44percentoftheoveralltimespentwatchingTVwasinvestedonwatchingcontentviastreamingservicesworldwide.Inthepastyears,thissharesteadilyincreased.Bycomparison,itamountedto31.5percentfiveyearsearlier.ReadmoreNote(s):Worldwide;Q32015toQ32022;16-64years;internetusersSource(s):DataReportal;GWI;Meltwater;WeAreSocialReasonsforwatchingmorevideostreamingservicesworldwideasof2ndquarter2021,bygenerationReasonsforwatchingvideostreamingservicesworldwideQ22021,bygenerationShareofrespondentsOverallBoomers10%GenXMillennials20%GenZ30%0%40%50%60%BecauseofstayingathomemoreduetoCOVID-19AllowsmetowatchanytimeandanywhereAllowsmetowatchnewororiginalcontentOffersagreatselectionoffreecontentContentisofhighquality/resolutionBettervalueformoneythancable/satelliteTVplansAllowsmetowatchexclusivecontentandliveeventsAppexperienceisgreat25Description:Accordingtoasurveyconductedworldwide,atotalof55percentofGenZvideostreamingconsumersusedthoseservicesbecauseofstayingathomemoreduetoCOVID-19asofthesecondquarterof2021.Incomparison,oneinfourofthesamegenerationwatchedcontentonvideostreamingplatformsbecausetheyofferexclusivecontentandliveevents.ReadmoreNote(s):Worldwide;Q22021;9210respondents;73yearsandyoungerSource(s):CriteoCHAPTER

05MarketleadersNumberofSpotifypremiumsubscribersworldwidefrom1stquarter2015to2ndquarterof2023(inmillions)Spotify'spremiumsubscribers2015-20232502001502202102051951881821801721651581551441381301241131081009610050087837571625952484036302824221827Description:Asofthesecondquarterof2023,Spotifyhad220millionpremiumsubscribersworldwide,upfrom188millioninthecorrespondingquarterof2022.Spotify`ssubscriberbasehasincreaseddramaticallyinthelastfewyearsandhasmorethandoubledsinceearly2017.ReadmoreNote(s):Worldwide;Q12015toQ22023Source(s):SpotifyNumberofSpotifymonthlyactiveusers(MAUs)worldwidefrom1stquarter2015to2ndquarter2023(inmillions)Spotify'smonthlyactiveusers2015-20236005004005515154894564334224063813653563453202992863002001000271248232217207191180160

157149138132123113104969182776828Description:Inthesecondquarterof2023,themusicstreamingserviceSpotifyreachedanall-timehighwith551millionactiveusersworldwide.Thismarkedanincreaseofover62millionusersinjustoneyear.

ReadmoreNote(s):Worldwide;Q12015toQ22023Source(s):SpotifyNumberofAppleMusicsubscribersworldwidefromOctober2015toJune2021(inmillions)NumberofAppleMusicsubscribersworldwide2015-20219080706050403020787268605650403830272017161514131211101006.5Oct

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Jun'21'15*29Description:EstimatessuggestthatAppleMusichad78millionsubscribersworldwideinJune2021,upbysixmillionfromthepreviousyear.Launchedin2015byU.S.techgiantApple,AppleMusicisthesecondlargestmusicstreamingserviceworldwide,competingwithmarketleaderSpotify.ReadmoreNote(s):Worldwide;October2015toJune2021;includesfreeandpaidsubscribers;*October2015figuresarebasedonCEOTimCook'sstatementthatAppleMusichas6.5millionpaidsubscribersplusanother8.5millionuserswhoarestillintheir[...]

ReadmoreSource(s):9to5Mac;MIDiAResearchNumberofNetflixpaidsubscribersworldwidefrom1stquarter2013to3rdquarter2023(inmillions)QuarterlyNetflixsubscriberscountworldwide2013-202330025020015010050030Description:Netflixhadaround247.2millionpaidsubscribersworldwideasofthethirdquarterof2023.Thismarkedanincreaseofovereightmillionsubscriberscomparedwiththepreviousquarter.MostNetflixsubscribersarebasedintheEMEAregion(Europe,MiddleEast,andAfrica),accountingformorethan83millionofNetflix`stotalglobalsubscriberbase.ReadmoreNote(s):Worldwide;Q