The Ledger
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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.”
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.”
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.”
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…”
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.”
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…”
Sivanandan: India's streaming subscription market is valued at around $2 billion
“There's a BCG meta report. That says that the streaming subscription kind of business in India is about two billion.”
Sivanandan: India's television reach is approximately 800 million people
“The reach of TV, because you have to include free dish as well, right? The reach of TV is about eight hundred million people.”
Sivanandan: India's television industry generates at least $8B to $10B
“Television will be at least, Eight to ten billion dollars. All in, right? Like with the number of channels.”
Sivanandan: Young males in tier-two cities dominate India's short-form video consumption
“Studies show, I think this was a Bain study or something, consumers of short-form content are overwhelmingly male, as much as 75% are male, are 25 years and less, and by the way, majority of them come from tier two cities, and the high majority, I'm talking 65…”
Sivanandan: Live sports serves as massive top-of-funnel for Disney+ Hotstar
“You know, sports is very, very critical to our portfolio. Sports essentially is like, it just creates top of the funnel a very, very large top of the funnel. And that's the strategy you are doing. We've been doing it for a while now. I think we were the ones w…”