Page 58 - Edelweiss India Conference 2022 FLIPBOOK

THE NEW EDGE

Time spent on online video high in India

10.9
9.5
9.3

8.4 8.6 8.7
7.6 7.4 7.2 7.4 7.1 6.6
6.5 6.5 6.4
6.1 6.0
5.5
4.8

India Indonesia US Singapore UK Japan Italy France Germany South
Korea
2019 2020
Source: Industry, EY

Content matters

The data and video explosion has followed the expansion of content. That it is broad-based

classes and geographies. It is also importantly a mix of global and local—and that global

The forced shift of Cinema to OTTs during COVID, albeit in a limited way, has also set in
motion a momentous shift. We believe this shift has also put the OTTs vis-ã-vis movie
debate on the backburner. It’s now likely an OTT plus Cinema world ahead—with widening
content, speed to market, and broadening economics. That India has the scale for local
content – including multi-language dubbing – is only accelerating the expansion and
leverage of content, across geographies, formats and media. It’s an expansion that will only
accelerate, and is there for all to see, and increasingly value.

Consumption growth: Seen across content genres

250%+ 100%+ 370%+ 100%+

Documentary K-drama Kids titles
growth 2020 growth 2020 growth 2020 growth 2020
over 2019 over 2019 over 2019 over 2019

80%

56 Edelweiss Securities Limited