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TV & Media

HBO Challenges Netflix for SVOD Dominance



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Report Summary:

For years, Reed Hastings, Netflix’s CEO, has said he sees HBO as his primary competition. Well, “you should be careful what you wish for” because with HBO’s announcement that it will be launching a standalone OTT video service in 2015 Netflix will about to take HBO head-on. With HBO’s announcement (as well as other programmers) and Netflix missing its 3Q 2014 subscriber target in the U.S., the competitive landscape for OTT subscription VOD is about to change dramatically. This Insight explores HBO’s motivation for going over-the-top its implications on its competition (particularly Netflix), the OTT video market overall, and on pay TV service providers.

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