Video Entertainment Market Outlook

SVOD revenues are forecast to grow at a 12.3% CAGR to 2023, reaching A$1.7bn as traditional Pay-TV faces structural pressure.

Vinay Chhoda · Venture Insights1 January 2020Period: January 20208 min read

Last updated 10 June 2026

12.3%↑

SVOD Revenue CAGR (FY19-23)

A$1.7bn↑

Forecast SVOD/IPTV Revenue (2023)

Locked

+2more stats

Companies covered:FoxtelNetflixDisney+Apple TV+StanOptusTelstraFetchAmazonKayo Sports

Abstract

This report forecasts the Australian video entertainment market to remain flat at approximately A$5.8bn through to 2023. While total market size is stable, a significant shift is occurring from traditional platforms to digital ones, driven by the entry of new SVOD players like Disney+ and Apple TV+. The analysis details the decline of Premium Pay-TV, Physical Media, and Cinema, which are being offset by a 12.3% CAGR in SVOD revenues and a 4% CAGR in TVOD/EST services.

Key Takeaways

The Australian video market will remain flat at A$5.8bn through 2023 as digital growth offsets traditional declines.
SVOD revenues are forecast to grow at a 12.3% CAGR to reach A$1.7bn by 2023, driven by increased penetration and multiple subs per household.
Premium Pay-TV revenues are expected to decline at a -5.1% CAGR to A$2.25bn by 2023 due to structural shifts and pricing pressure.

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Frequently Asked Questions

The market is stagnant, remaining flat at A$5.8bn through 2023. Growth is a zero-sum transition where a 12.3% CAGR in SVOD revenues is merely offsetting the structural decline of traditional platforms.

Average annual household spend is projected to decline from A$591 in FY19 to A$550 by FY23. This -1.6% CAGR contraction occurs despite households increasing their average paid SVOD subscriptions to 1.6x over the same period.

Premium Pay-TV revenues will contract at a -5.1% CAGR, falling to A$2.25bn by 2023. This decline is driven by intense pricing pressure and the entry of high-scale digital competitors like Disney+, which is forecast to reach 1.2 million local subscribers by FY23.

SVOD is the primary growth engine with a 12.3% CAGR, reaching A$1.7bn by 2023. Transactional digital services (TVOD/EST) offer secondary growth at a 4% CAGR, providing a buffer against the -12% annual collapse of physical media.

Video Entertainment Market Outlook

Abstract

Key Takeaways

Frequently Asked Questions

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