Sajith Sivanandan discusses the scale and duration of daily smartphone video consumption in India.
Assertion Supported
Sivanandan: 80 to 90 million Indians have paid for streaming subscriptions
“The size of the number of people who've, ah, who've paid subscription at least once, at any given point in time, is anywhere between 80 to ninety million people.”
Insight
Sivanandan: Non-exclusive sports cannot command high streaming subscription prices in India
“It's on television as well. The reality is, The presumption that there would be high value attributed to it, and we'd have a high number to it, just doesn't hold because it's available somewhere else.”
Opinion
Sivanandan: Breaking into entertainment is harder than starting a tech company
“It's almost easier to set up like a tech company or any company for that matter than it is to actually break into the sphere. That I think is like a huge barrier.”
Assertion Supported
Sivanandan: India's video media market reached $12B-$14B in 2022
“In that same report, interestingly, they say that the kind of video media business so that that actually includes social media. No, no, it doesn't include social media includes television include streaming includes movie studios is. 2022 was about 12 to fourte…”
Assertion Not checkable as stated
Sivanandan: Men set up two-thirds of smartphones in Indian households
“Smartphones in India, they tend to get set up in a majority of the cases, as much as two out of three smartphones tend to get set up by the male in the house.”
Insight
Sivanandan: Mystery and drama packed with stars maximize greenlight chances
“Some of it is like formulae, because we've known that, you know, genres like mystery, murder, etc., they tend to, or this whole drama piece, they tend to sort of travel more. So, you'll get a better chance of getting greenlit there. Throw in a couple of big na…”