OTT ְ ڴ? ø
FANG(Facebook, Amazon, Netflix, Google) ϳ ̵ ϴ ˷ ø ½ α. ֱ 5Ⱓ ְ 100 ٹ濡 ӹ Ⱦ ϴ ۳ ÷ ǥ ȭϰ Ȱߴ. ġ ѹ ũμƮ (Azure) Ŭ 1 ö ϵ ο ϸ鼭 ġ ̴.
ø ߴٰ OTT(Over The Top) ϴ ÷ ϸ ø Ằ ߴ. OTT ͳ ȭ, , ť پ ϴ ĪѴ. KB濵Ҵ OTT Һ ҿ ð ȭǰ ȣ ߰߰ ۷ιȭ ٰ ߴ. ɵ Һϱ Һ ̿ ȣ Ÿ ̸ OTT÷ õ ִ. ø <Ͽ콺 ī> յ ȣ ö м ū ŵ . ļ Ҵ̶ 鼭 ս ٸ ȭ ǽð ϰ Һ Ʈ尡 ȭǴ ͵ OTT÷ Ȯ强 ش.
÷ ÷ ÷ ΰ ø
OTT÷ ̹ ַ ŷǴ ̶ DZ ø 濵ϴ . <Ͽ콺 ī> ǥ ᰡڸ ÷ Ȯ߰ ٽ ִ ȯ . 츮 <>, <ŷ> ø ø ۵Ǿ ϱ Ѵ. ø 븸 ص 75 ˷. ø ڻ ÷ α ִ κ . 2019 3 Ȩ Ͽ 1000 ö ִ.
̷ ø տ ÷ OTT÷̴. Ʈ ŸƮ BAMTech μ OTT ESPN+ OTT÷̴.
÷ Ǹ ٸ ڰ . Ʈũ ȿ ȿ(lock-in ȿ) ڴ ɼ . ÷ ǥ ø ְ . ϴ ÷ ű ̱ ڿ ̴.
dz ´. ϴ ۻ ABC, ä ESPN , 2006 Ȼ, 2009 ڹͽ, 2012 ī ʸ, 2017 20, 2018 21 μߴ. <ƹŸ>, <̾ȷҵ> Ʈ۵ 21 . ̹ ۰ սų ִ ̴.
迴 Ͽ ø ڷμ, ÷ ڷμ ϰ ƴ. ġ ̼ ڿ Ǿ(peer group) ̸ 迡 ƴ.
÷ ÷ ̵, Ʃ پ ι ó
ϴ 15000 ø 밡 ÷ ؼ OTT÷ 忡 ̴. ø Ǵ Ⱓ Ǵ ȸ ̴.
̹ 21 μ OTT÷ 2 Ƿ 100% Ȯϱ ߴ. ÷ 11 ø յΰ ִ. 1 ȭ 500, TVø 7500 濵 ȹ̴.
ϰ OTT÷ ±⸦ ִ پ ι ó ִ. ι ̵, ũ, Ʃ, DTC/DTI(OTT÷), 21 5 ̷ ִ.
ä ߽ ϴ ̵ ι ûڰ ϰ OTT ű ÷ ̵ϴ ڵĿ(cord cutting) ߴ. ̵ ι ؼ ä ijͳ α ͼ Һڶ ÷ OTT÷ ð ʰ ִ. Ϸ ũ 湮 Ͽ οƼ Һڵ鵵 OTT÷ ߰ α ûϰ ȴ.
ݰ dz ÷
÷ ̴. ø 8.99ӿ ÷ 6.99 ϱ ǥߴ. ̹ ۵Ǿ ִ ڻ ü ۿ ϴ ߸ ִ ̴. ̹ ü ɷ Ź 21 μ ϰ ƴ.
Ÿ ȭ 10 ϴµ <: > ڽǽ 2 27 Ѹ ߴ١ 21 ȭ 12 Ѵ١ ߴ. 尡 ̹ ȭ dz ǰ ִ ̴. 5 <˶> ȭ 1 6 <̽丮4>, 7 <̴: Ȩ> <̿ŷ> ݿ ö.
ϰ ִ Ϲʹ Ʃ ι ʹ OTT÷ ִ. 7 ڽǽ ƮϽƩ(21 ) 35.4% ߴ. ʺ 15.9% 2, Ϲ 13.3% ũ.
ٸ ÷ ڸ ȭǴ Ǿ Դ. 200 Ƹ, HBO ǰ AT&T, ̽ õ ۷ι OTT÷ 忡 ڰ ִ.
ø ÷ ȭ ߵ
ʿ ÷ ø Ÿ . ֳϸ ø α ִ 10 ø ܼ OTT÷ ƴ ũͷ ڸűϰ ־ ̴. < ̱> < > 鼭 ̿ڵ 漺 ̰ ־. ۷ι Ʈ ʱ ܰ ٴ OTT Ȯ밡 ű â ȸ κ̾.
̹ 2б ǥ 巯. 2б ø 492300, 7600 ǥߴ. 26%, 52% þ ̾ 鿡 ̴ ȸߴ. ̴ 492800, 493300 ߴ.
ִġ 14.3% ұϰ 270 ̴ 500 ȸ߱ ̴. ̱ ȭ 90% ϸ鼭 ȭ ݿ ̴. ؿܰ 283 ̾ ̴ 470 ū ȸߴ. OTT ƽþ ġ ֿ ̾.
̺Ʈ λ ĸ Ǹ ڱ ȭ ƽþ ȭ ̱ ؿ ũ ߴ١ ƽþƸ ߽ ϴ ؿ ȸ ̴ ݰ ̼ ϱ ̶͡ ߴ.
ѱ ְͺ(PER) 92迡 ŷǰ ִ ø ְ 缺强 ΰ ־ ְ Ѵ١ ø 3б Ʈ ӵ ȸ ȭ ڴ ɽ ʿϴ١ ߴ. Ϲݱ (9), (11), ʹ̵(2020), NBCU(2020) OTT ð ϰ ִ.
ϴ OTT Ʈ
2б ȸ . 202 32.9% þ ġ 214 ƴ. Ʃ ȭ <: >, <̽丮4>, <˶> ټ ۿ ұϰ ũ ι ̱ ߱ ̴. б ̾ Ҽ ̾. 39 5.4% پ.
3б ̾ ɼ . ܱδ OTT Ʈ þ ̸ 11 Ϲͱ ȭ ҵ ϴ. ٸ ϴ. 11 <ܿձ2> 12 <Ÿ: ī̿Ŀ> Ѵ. Ư 11 ̱ 6.99 ÷ ÿ 12.99 鼭 ð ִ. 鼭 ÷, ESPN÷, Ƿ縦 .
̱ ϳ 21 պ ǰ η Ȯϴ ۷ι Ȯ ̾١鼭 ξ 鿡 ֵDZ 1~2 ɸ ̶͡ ߴ.
̼ δ ø Ŀ
ְ ̼ δ ִ. 3 EPS ̳ʽ 7.5%. ̸ PER 22 Ǿٰ ִ. ø Ʈ ÷ 밨 ݿ ְ ũ ö ÿ ÷ ̴.
ϴ ְθ ִ . 8 15 290 ø ְ 1 10% . 7 380 ȸϴ ̴ٰ 2б Ǹ ֿ ߴ.
ø ְ 5Ⱓ 350% ̼ DZ ְ ū ߵ ִ. ̿ ְ 1Ⱓ 17% ö.
輼ȯ KB ֱ 5 ũ ݸ ͷ( ) 18% Դ١ ø ͷ 56.5% 赵 ١ ߴ.
[ ϰ Ǻ ]
[ó] Luxmen
翡 Ͽ, ۱ǹ ȣ , մϴ.