CO COVID-19 Impact on Entertain inment Demand and Behavio iours - - PowerPoint PPT Presentation

Wednesday 15th April 4P 4PM BST

CO COVID-19 Impact on Entertain inment Demand and Behavio iours

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Covid-19’s Impact on Leisure and Entertainment Will Follow Four Key Phases, but Recurrence Is a Strong Possibility

Source: MIDiA Research

Conceptual View of the Key Phases of Covid-19 Impact on the Entertainment and Leisure Industries

Covid-19 phase Entertainment impact phase Covid-19 infection rate Ca Calm before sto torm

Outbreak limited to a few countries

Al Alar arm

Significant rise in local cases

Pe Peak

Widespread local infections

Re Remission

• n

Decline in local infections

Re Recurrence?

Potential return of infections

Bu Busines ess a usual

No major change in consumption

Le Leisure Collap apse

Bars, clubs, theatre, live stop

Co Cocooning

Increased at-home consumption

Re Revival

Steady return to

• ld behaviours

Re Recurrence?

Quicker response, more modest impact

Potential longer-term recessionary impact

Filming, recording, writing, producing

Social Distancing Is Creating a Near-Term Consumption Boom but the Longer it Persists the More that Content Disruption Will Manifest

CR CREATION RI RIGHTS & & PROMO MOTION DI DIST STRIBUTION

Social distancing has closed down production facilities Rights holders are still marketing and licensing existing assets but are bracing for a break in content supply Consumption is up in most media formats but disruptions in content supply will start to take effect Licensing, marketing Streaming services, TV, radio

The COVID Bounce: COVID-19’s Impact on Entertainment Demand

Google Search Term Popularity, January to March 2020, Global

Netflix Amazon Prime Video Disney+ Amazon Prime Apple TV+ Spotify Apple Music Amazon Music TV shows to watch Shows for kids to watch Games to play Movies to watch Music to listen to Podcasts to listen to Playlists to listen to

STREAMING VIDEO STREAMING MUSIC VIDEO DEMAND MUSIC DEMAND

Minecraft Xbox PlayStation Grand Theft Auto CNN Fox News BBC Boris Johnson Donald Trump Coronavirus

GAMES NEWS

Source: Google Trends

NBA NFL Football Premiership

SPORTS LEADERS

Self Isolating Is Creating a Boom Period for Video Messaging and Games

Most Downloaded Apps End March 2020, Australia, Canada, France, Germany, Italy, Netherlands, Spain, UK, US

Source: MIDiA Research / Apple App Store / Google Play Store, 03/20

Ranking App 1 Zoom 2 Houseparty 3 TikTok 4 Save the Girl! 5 Disney+ 6 Perfect Cream 7 Home Restoration 8 WhatsApp 9 Park Master 10 Microsoft Teams

Conceptual View of how Much Different Forms of Media Consumption have Impacted Others During the Early Stages of COVID-19

Source: MIDiA Research Attention Model – COVID-19 Impact Update 03/20 Ra Radio Mu Music (non- st streaming) St Streaming mu music TV TV (set) St Streaming vi video (TV) St Streaming vi video (s (social) Ga Games Ne News Ra Radio HIGH LOW MEDIUM HIGHEST HIGH LOWEST HIGHEST MEDIUM Mu Music (non- st streaming) MEDIUM LOWEST LOWEST MEDIUM LOW LOWEST MEDIUM HIGH St Streaming mu music MEDIUM LOW LOWEST MEDIUM MEDIUM MEDIUM HIGHEST MEDIUM TV TV (set) LOWEST LOWEST LOWEST LOWEST LOWEST LOWEST LOW MEDIUM St Streaming vi video (TV) LOWEST LOWEST LOWEST MEDIUM LOWEST LOWEST LOW MEDIUM St Streaming vi video (social) LOW LOW LOWEST LOW MEDIUM LOWEST MEDIUM HIGH Ga Games LOWEST LOWEST LOWEST LOW LOWEST LOWEST LOWEST MEDIUM Ne News MEDIUM LOWEST LOWEST LOWEST LOWEST LOWEST LOW LOWEST

Media consumption that impacts other forms of consumption Media consumption that is impacted by other forms of consumption

Increased Consumption of Games, News, TV and Radio Have Had the Most Impact on Other Media Consumption During Early Stages of COVID- 19

News was the Biggest Gainer As Consumers Adjusted to New Living Patterns and Updates on the COVID-19 Crisis

Changes in Weekly Media Consumption Hours March 2020, US and UK only

Source: MIDiA Research Attention Model – COVID-19 Impact Update 03/20

• 20%

0% 20% 40% 60% 80% 100% 120% Streaming music Music (non- streaming) Streaming video (TV) Streaming video (social) TV (set) Radio Games News UK US

| | COVID-19 Impact An Analy lysis is Subscrip iptio ion offer

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CONTAC ACT:

St Stephen MacL cLellan M: M: +44 (0) 777 634 4980 Ste tephen@midiaresearch.com Co Colette McGee M: M: +44 (0) 790 157 0970 Co Colette@m @midiare researc rch.com