HOME ENTERTAINMENT
MARKET REVIEW(Q4 & 2021 Full Year)

INDUSTRY FORUM | YEARBOOK LAUNCH AND AWARDS

Q4 & 2021 Full Year Market Review
Insight Summary❑ Total Physical & Digital Transactional Home Entertainment Market generating $97.7M in sales value in
Q4 & $400M in 2021
❑ Digital Transactional Market experiencing declines in Q4, EST (-14%) & VOD (-1%)❑ Physical Market experiencing declines in Q4 by -33%, however the Physical New Release segment was
up +7%❑ Top Selling Titles in Q4 were Jungle Cruise (Physical), Spiderman Far From Home (VOD) & Paw Patrol
The Movie (EST)❑ Theatrical Market has rebounded strongly this year +70%
❑ Subscription Market continues to grow, now at 19.1M subscriptions across the market (+16% YOY)

❑ Catch Up TV Market (BVOD) has grown slightly (+1.8% YOY) since it experienced strong growth during
the 2020 pandemic

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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDSAUSTRALIA ENTERTAINMENT SPEND$965 MILLION SPENT 2021
Physical Disc

DigitalCinema$185.7M$214.3M$565.6M

-40%

-14%

+70%

$965.6M
Source: GfK Retail Sales Tracking Physical Sales Value (Jan 21 to Dec 21), OMDIA Digital Market Sales (Jan 21 to Dec 21), MPDAA Theatrical Box Office (Jan 21 to Dec 21)

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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Please Note: Digital Market Data Excludes Premium Video on Demand (PVOD) & Premium Electronic Sell Through (PEST) SalesAUSTRALIA ENTERTAINMENT SPEND$317 MILLION SPENT IN Q4
Physical Disc

DigitalCinema$53.2M$44.5M$219.6M

-33%

-7%

+128%

$317.3M
Source: GfK Retail Sales Tracking Physical Sales Value (Oct 21 to Dec 21), OMDIA Digital Market Sales (Oct 21 to Dec 21), MPDAA Theatrical Box Office (Oct 21 to Dec21)

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Please Note:Digital Market Data Excludes Premium Video on Demand (PVOD) & Premium Electronic Sell Through (PEST) SalesCONSUMTION TRENDS
BY FORMAT
Which of the following have you watched in the last month?
UHD/4K disc78(NET) DVD/Blu-ray disc

64
56

65

Something in a cinema

59
F2A TV

43
36

37

35

13
12

11

11

35

29

30

13
12

12
11

11

11
10

12

9

9

Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: GfK Consumerscope Q2 & Q3 2021

34

33

17
13

Pay TV

11

12

15

VOD

EST

15

10

11

NOV JU 2021 –2020-FEB SEP 2021
2021

SVOD

CUTV

CONSUMERS ARE WATCHING
MORE
Consumption frequency by Home Entertainment formats(%) Fortnightly

80

75
70

68

SVOD

60

50

40

EST

40
39

30

20

25
18
15

30
26
26

16
12

10

Disc (DVD/ Blu-ray)0
2016
n=8167

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

2017
n=8168Source: GfK Consumerscope Q2 & Q3 2021

2018
n=81162019
n=84612020 n=3229

VOD

2021 n=3198

CONSUMERS CONTINUE TO ACCESSCONTENT IN MULTIPLE WAYS

PLATFORM CHOICE
Consumers continue to mix & match platforms, depending on occasion & needs

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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: GfK Consumerscope Q2 & Q3 2021

NEW RELEASECOVID IMPACT
New Release Value Share (0-2 Months) of Total Sales by Month
45%
40%
35%
30%

25%
20%
15%
10%
5%
0%

Jan

Feb

Mar

Apr

May
2021

Jun

Jul

Aug

Sep

2019

INSIGHT2019 reflects a consistent pipeline of New Release content pre COVID, the 2021 New Release
trend highlights the gap created by the delayed theatrical slate & COVID lockdowns

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: GFK Retail Sales Tracking

TOTAL HOME ENTERTAINMENTREVENUE CONTINUES TO SHIFT

Total Digital
54%

$400M

$97.7M(-29%)(-23%)

29%

25%

25%

21%

46%

54%

Q4

2021
Physical

EST

VOD

Physical

Source: GfK Retail Sales Data & OMDIA Digital Market Data

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Total Digital46%

Please Note :Digital Market Data Excludes Premium Video on Demand (PVOD) & Premium Electronic Sell Through (PEST) Sales

EST

VOD

DIGTAL EST - MARKET UPDATETOP 5 Film

2021
1

2

3

4

5

1

TOP 5 TV
1

2

3

4

-14%
2021

$99.5M

2

3

4

5

2

3

4

5

EST UPDATE

-14%

•

After some significant month on month increases in Q3,
the EST market was more challenged in Q4: October (-2%),
November (-18%) & December (+22%)•

EST movies saw Q4 decline by -13%, while EST TV declined
at -17%Q4$20.2M
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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

1

5

Q4

Source: OMDIA Digital Market Data 2021. GfK Digital Market Data used for title lists (Global Accounts Only)
Please Note: Title rankings based on GfK Digital Data (Global Accounts Only) & Digital Market Data Excludes Premium Video on Demand (PVOD) &Premium Electronic Sell Through (PEST) SalesDIGTAL EST
DISTRIBUTOR UPDATE
2021
EST DISTRIBUTOR UPDATE
Warner, NBCU, HBO, Paramount & Defiant all
experiencing EST market share growth in 2021

2021

Distributor

MarketShare%MarketShare
Change
(+/-)

OCT

NOV

DEC

MarketShare %

MarketShare %

MarketShare %

Disney

20.9%

-5.8%

22.6%

22.5%

19.6%

Warner

21.4%

+2.7%

19.0%

17.2%

18.4%

NBCU

22.4%

+1.2%

25.2%

23.4%

23.8%

Sony

12.5%

-1.8%

11.7%

10.3%

16.0%

Roadshow

7.7%

-0.2%

7.0%

7.0%

6.2%

HBO

6.0%

+1.7%

5.5%

5.6%

5.9%

Paramount

7.0%

+2.2%

6.9%

11.6%

7.9%

Madman

1.5%

-0.1%

1.5%

1.8%

1.7%

Defiant

0.5%

+0.1%

0.7%

0.4%

0.4%

Digital Market Share % = Number of Transactions (Volume)

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: OMDIA Digital Market Data.
Please Note: Digital Market Data Excludes Premium Video on Demand (PVOD) & Premium Electronic Sell Through (PEST) SalesDIGITAL VOD
MARKET UPDATE

TOP 5

2021
1

2

3

5

4

Q4
1

2

3

4

5

Please Note: Title rankings based on GfK Digital Data (Global Accounts Only)-14%

VOD UPDATE

2021$114.7M-1%

After a strong performance in Q3 (+17%), the VOD market
softened in Q4 (-1%)•

October saw growth of +12%, while November (-11%) &December (-3%) both declined YOY•

VOD Drafting titles performed well in Q4 e.g. Spider-man &BOND Spectre

Q4$24.2M
INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS•

Source: OMDIA Digital Market Data 2021. GfK Digital Market Data used for title lists (Global Accounts Only)
Please Note: Title rankings based on GfK Digital Data (Global Accounts Only) & Digital Market Data Excludes Premium Video on Demand (PVOD) &Premium Electronic Sell Through (PEST) SalesDIGTAL VOD
DISTRIBUTOR UPDATE
2021

2021

OCT

NOV

DEC

Distributor

MarketShare%MarketShare
Change(+/-)

MarketShare %

MarketShare %

MarketShare %

Disney

18.6%

-6.3%

19.1%

20.9%

22.6%

NBCU

18.4%

-0.3%

17.1%

18.2%

17.6%

Warner

19.6%

+6.7%

18.4%

19.8%

16.6%

Roadshow

14.8%

-0.2%

14.5%

12.8%

10.1%

Sony

14.0%

-2.9%

14.8%

14.4%

19.4%

Madman

2.9%

-0.1%

1.9%

1.9%

1.0%

Paramount

9.3%

+2.5%

11.5%

10.6%

9.2%

Defiant

2.4%

+0.6%

2.6%

1.3%

3.5%

VOD DISTRIBUTOR UPDATE
Warner, Paramount & Defiant all experiencing VOD market
share growth in 2021

Digital Market Share % = Number of Transactions (Volume)

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: OMDIA Digital Market Data.
Please Note:: Digital Market Data Excludes Premium Video on Demand (PVOD) & Premium Electronic Sell Through (PEST) SalesDIGTAL MARKETMONTHLY UPDATEYOY Total Monthly Digital Transactional Sales Value(EST & VOD)

Million

MONTHLY DIGITAL UPDATE• After several months of significant decline due to a lack of
new release slate, the transactional digital market returned
to growth in Q3• Q4 saw a softer YOY performance, October in slight growth,whilst November & December were down -14% & -13%25

-15% -27% -43%

-46%

-31%

-1%

+9% +14%+33% +5%

-14%

-13%

Jan

Apr

May

Jun

Jul

Sep

Nov

Dec

20

15

10

5

0

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Feb

Mar

Source: OMDIA Digital Market Data
Please Note: : Digital Market Data Excludes Premium Video on Demand (PVOD) & Premium Electronic Sell Through (PEST) Sales

Aug

Oct

PHYSICAL
MARKET UPDATE

TOP 5

2021
1

2

3

4

5

1

2

3

4

5

(79k)

(72k)

(62k)

(57k)

(52k)

(45k)

(38k)

(36k)

(32k)

(31k)

-40%

DISC UPDATE

2021$185.7M-33%•

Q4 saw the physical New Release segment return to positive growth up +7%
YOY, whilst the catalogue segment remained challenged at -32%•

Catalogue Box Sets (Lord of The Rings, Game of Thrones & Harry Potter)
continue to drive catalogue sales•

The TV segment was challenged in Q4 at -39%. Game of Thrones, Outlander &The Crown were the top selling TV releases within the period

Q4$53.2M
INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Q4

Source: GfK Retail Sales Tracking Physical Sales Value (Jan 21 to Dec 21)

PHYSICAL
DISTRIBUTOR UPDATEPHSYICAL DISTRIBUTOR UPDATE

2021

2021

2021

Q4

Q4

Q4

Distributor

MarketShare%MarketShare
Change(+/-)

Value %
ChangeMarketShare%MarketShare
Change(+/-)

Value %
ChangeUNISONY

37%

-2%

-44%

38%

0%

-33%

ROADSHOW

24%

+2%

-36%

21%

-2%

-38%

DISNEY

16%

-5%

-54%

18%

0%

-35%

MADMAN

18%

+6%

-12%

18%

+2%

-23%

OTHER

5%

0%

-44%

5%

-1%

-40%

ROADSHOW & MADMAN achieving market share gains in
2021, while MADMAN increased share in Q4, with UNISONY& DISNEY held their share

TOTAL

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: GfK Retail Sales Tracking Physical Sales Value

-40%

-33%

4K ULTRA HD
GENERATING OVER $3.7M IN Q4
UHD 4K Physical Sales Value By Quarter
5,000,000
4,500,000
4,000,000

4K ULTRA HD UPDATE

3,500,000
3,000,000•

The UHD 4K market was -20% YOY in Q4

2,500,000•

Top performing UHD 4K titles for the period were
SHANG-CHI , THE SUICIDE SQUAD, BLACK WIDOW& JUNGLE CRUISE

2,000,000
1,500,000
1,000,000

500,000
0
Q2 2020

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Q3 2020

Q4 2020

Source: GfK Retail Sales Tracking Physical Sales

Q1 2021

Q2 2021

Q3 2021

Q4 2021

THEATRICAL
MARKET UPDATE

TOP 5

2021
1

2

3

4

5

1

2

3

4

5

($78M)($36M)($29M)($22M)($21M)($78M)($36M)($18M)($15M)($15M)

THEATRICAL UPDATE

+70%
2021

•

The theatrical market has rebounded strongly after the impacts of
COVID, seeing some strong Box Office performances across themarket on specific titles•

Q4 2021 increased +128%, comping a weaker theatrical slate in theprevious period last year, due to COVID impacts•‘Spiderman No Way Home‘ has now become the 4th biggest
theatrical release of all time in Australia, a clear sign that consumers
appetite for the cinema is as strong as ever+128%$565.6M

Q4$219.6M
Theatrical Box Office
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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Q4

Source: MPDAA Theatrical Box Office (Jan 21 to Dec 21)

SUBSCRIPTIONUPDATE
15.7m

SVOD & PAY TV UPDATE

Australians Watched
Subscription Services(3 Months to Dec 2021)+2.5% YOY

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS•

74.5% of Australians watched a subscription TV service in the 4 weeks to Dec 2021•

Netflix has held the number 1 rank however their growth has slowed to +0.1% YOY•

Foxtel (Incl. Binge, Foxtel Now, Foxtel & Kayo Sports) with strong growth +23%, driven by BINGE•

STAN has declined YOY -4%, coming off some high lockdown increases•

Disney+ and Amazon Prime Video both have more than tripled their viewership over the last two years•

Over 5 million Australians now watch either Apple TV+, Fetch, YouTube Premium, Paramount+, Google
Play, Optus Sport, Telstra TV Box, Tubi, Brit-box, Hayu, Flash, Hulu or Sports Flick (+54.5% YOY)

#1

#2

#3

#4

#5

12.8m

7.1m

4.7m

4.6m

4.3m

Views = Average 4 Weeks to December 2021
Source: Roy Morgan Single Source, October – December 2019, n=13,526, October – December 2020, n=16,641, October – December 2021, n=16,762.
Base: Australians aged 14+. *Foxtel includes Binge, Foxtel Now & Kayo Sports

RANGE AWARENESSPERCEIVED CONTENT AVAILABILITY

60%
Home Ent. Consumers
Believe their SVOD platform
has the largest range ofcontent

INSIGHT• Opportunity to educate the consumer on the window & range advantages of both physical & digital transactional
offers• Whilst consumers perceive their SVOD services having the larger range, they’re not entirely happy with the content
on offer. With over half saying there is poor range and 2 in 5 say it’s lacking certain types of content

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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: GfK Consumerscope Q2 & Q3 2021

TRY BEFORE BUY
SUBSCRIPTION

35%
Consumers purchased
content on disc/digitally
after watching it on SVOD

INSIGHT• Consumers often using their SVOD platforms to trial content before committing to owning on Disc or Digital

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS

Source: GfK Consumerscope Q2 & Q3 2021

CATCH UP TV (BVOD)UPDATE
7.5m

BVOD UPDATE

Australians
Watched BVOD
(3 Months to Dec 2021)+1.8% YOY

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS•

Viewership of BVOD services grew strongly during the pandemic in 2020, increasing
by 2.1 million viewers (+39.5%) in 2020 compared to the December quarter 2019•

All five leading services have grown compared to two years ago pre-pandemic,
however ABC iView and SBS On Demand grew strongly during 2020 but lost viewers
during 2021. In comparison, 7plus, 9Now and 10Play have all substantially increased
their viewership during each of the past two years

#1

#2

#3

#4

#5

4.1m

2.8m

2.6m

2.4m

1.6m

Source: Roy Morgan 2021 BVOD Research StudyAHEDA Committee
Category Growth & Profile
Campaign
AHEDA partnered with Epic Digital Media (Rolling Stone / The Brag) to create ascalable campaign of Australia’s Favourite Movies of 2021 as voted by theAustralian public
Objectives• Drive interest in the transactional digital and physical category during awards
season and ‘top lists of the year’ but with a local angle• Remind Australian consumers of the range and benefits of transactional
home entertainment• Increase awareness of where and how and where to buy or rent the latest
movie releases• Create a new annual event that consumers look forward to each year
Timeline
Vote Announced – 13 Jan
Voting Commences – 17 Jan
Voting Finishes – 25 Jan
Countdown Begins – 27 Jan
Final Top 25 Published – 7 Feb

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Category Growth & Profile (cont.)
Media Partner Support
Audience Targeting: Entertainment and Film Lovers
Partnership Inclusions:• Microsite• 5x Advertorial• High Impact Display• 10x social posts• eDM• Results Page - Rolling Stone publish the Top 25 films on 7 Feb. Each of the Top 25
link to a Linkfire page that link through to all available physical and digital retailers(either Buy Now or Pre-Order)

Retailer Support• Amazon (physical & digital)• Microsoft• Telstra• Fetch• Shift 72• JB Hi-Fi• Sanity

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Category Growth & Profile (cont.)

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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDSAHEDA Committee
CSR & Starlight Children’s Foundation

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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS•AHEDA, Starlight and Amazon activation
17-29 January 2022•

A total of $5,468 was raised•

Allows 140 kids access to CaptainStarlight and the Starlight Express Rooms

AHEDA Committee
CSR & Starlight Children’s Foundation (cont.)

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AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDSAHEDA Committee
CSR & Starlight Children’s Foundation (cont.)

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDSAHEDA Committee
CSR & Starlight Children’s Foundation (cont.)

INDUSTRYFORUM
AHEDA QUARTERLYMARKETYEARBOOK LAUNCHREVIEW AND AWARDS