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27 TH AUGUST 2020 DEEP DIVE INTO CONTENT & ADVERTISING CONSUMPTION AS ‘ORIGINALS’ RETURN ON TV EDITION 11 1

CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

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Page 1: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

27TH AUGUST 2020

DEEP DIVE INTO CONTENT & ADVERTISING CONSUMPTION AS ‘ORIGINALS’ RETURN ON TV

EDITION 11

1

Page 2: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

AGENDA

2

TV Consumption

1. Indian TV Landscape

2. Deep Dive into:

a) Total TV performance in primetime

b) Genre-wise performance – in primetime and

non-primetime

3. Spotlight on GEC: Return Of Original Programming

4. Key highlights of

a) News

b) Sports

5. Advertising Trends

Smartphone Consumption

1. Banned apps

2. International

3. Smartphone Behavior for India – deep dive

4. Video streaming behaviour on Smartphone

5. News Consumption on Smartphone

Page 3: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

THE SCOPE OF OUR ANALYSIS: INDIA

Time Period:Pre COVID-19: 11th Jan’20 - 31st Jan’20

COVID Disruption:

Edition 11: 15th August – 21st August 2020

Frequency: Weekly

Time Period:Pre COVID-19: 13th Jan’20 - 2nd Feb’20

COVID Disruption:

Edition 11: 15th August – 21st August 2020

Frequency: Weekly

Market CoverageAll India (Urban + Rural)

2+ years

Television Behavior

Market CoverageUrban 1 Lakh+,

NCCS ABC, 15-44 Years,

Android Smartphone Users

Passive Panel, 12000 user base

Aligned to Smartphone Universe

Smartphone Behaviour

3

We refer to Jan 2020 as the Pre Covid-19 period and compare it with recent weeks.

Page 4: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

INDIAN TV LANDSCAPE

Key Highlights

4

Page 5: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

IN WEEK 33 TOTAL TV VIEWERSHIP RECORDED 1.08 TRILLION VIEWING MINUTESTotal TV viewership has shown consistent growth in the last 12 weeks. 22% > than pre-COVID viewing.

Daily Average Reach at 600 million – 7% higher than pre-COVID

5

W33 vs Pre-COVID 22%

W33 vs W13 -15%Change%

W33 vs Pre-COVID 7%

W33 vs W14 -4%Change%

Week 33 (week starting 15 August) data as compared to Week 13 (week starting 28 March), Week 14 (week starting 4 April)

and Pre COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )

Pre-COVID Highest value for the

respective statisticWeek 33

887 959

1215

12

66

1223

1239

1161

1146

1101

1069

1018

973

968

980

994

1013

1017

1036

1061

1054

1071

1042

1070

10

80

500

600

700

800

900

1000

1100

1200

1300

1400

Pre

CO

VID

20

20

W1

1

20

20

W1

2

20

20

W1

3

20

20

W1

4

20

20

W1

5

20

20

W1

6

20

20

W1

7

20

20

W1

8

20

20

W1

9

20

20

W2

0

20

20

W2

1

20

20

W2

2

20

20

W2

3

20

20

W2

4

20

20

W2

5

20

20

W2

6

20

20

W2

7

20

20

W2

8

20

20

W2

9

20

20

W3

0

20

20

W3

1

20

20

W3

2

20

20

W3

3

WEEKLY VIEWING MINUTES IN BN

56

0

592

622

627

62

7

627

619

617

613

611

601

594

599

602

602

604

604

607

609

608

609

604

603

60

0

520

540

560

580

600

620

640

Pre

CO

VID

20

20

W1

1

20

20

W1

2

20

20

W1

3

20

20

W1

4

20

20

W1

5

20

20

W1

6

20

20

W1

7

20

20

W1

8

20

20

W1

9

20

20

W2

0

20

20

W2

1

20

20

W2

2

20

20

W2

3

20

20

W2

4

20

20

W2

5

20

20

W2

6

20

20

W2

7

20

20

W2

8

20

20

W2

9

20

20

W3

0

20

20

W3

1

20

20

W3

2

20

20

W3

3

DAILY AVG REACH IN MN

Page 6: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

AVERAGE DAILY TIME SPENT STANDS AT 4H 17M IN WEEK 33 (13% > THAN PRE COVID)

TOTAL NUMBER OF CHANNELS WATCHED IS STABLE AT 19, LAST 14 WEEKS, > PRE-COVID6

W33 vs Pre-COVID 13%

W33 vs W13 -11%Change% W33 vs Pre-COVID 16%

W33 vs W13 -18%Change%

Week 33 (week starting 15 August) data as compared to Week 13 (week starting 28 March) and Pre COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )

Pre-COVID Highest value for the

respective statisticWeek 33

03

:46

03:5

1 04:3

9

04

:48

04:3

8

04:4

2

04:2

7

04:2

5

04:1

6

04:0

9

04:0

1

03:5

4

03:5

0

03:5

2

03:5

5

03:5

9

04:0

0

04:0

3

04:0

8

04:0

7

04:1

1

04:0

6

04:1

3

04

:17

00:00

01:12

02:24

03:36

04:48

06:00

Pre

CO

VID

20

20

W1

1

20

20

W1

2

20

20

W1

3

20

20

W1

4

20

20

W1

5

20

20

W1

6

20

20

W1

7

20

20

W1

8

20

20

W1

9

20

20

W2

0

20

20

W2

1

20

20

W2

2

20

20

W2

3

20

20

W2

4

20

20

W2

5

20

20

W2

6

20

20

W2

7

20

20

W2

8

20

20

W2

9

20

20

W3

0

20

20

W3

1

20

20

W3

2

20

20

W3

3

DAILY ATS/VIEWER (HH:MM)

1618

222322 22 21 21 20 20 19 19 19 1919 19 19 19 19 19 19 19 1919

0

5

10

15

20

25

Pre

Co

vid

20

20

W1

1

20

20

W1

2

20

20

W1

3

20

20

W1

4

20

20

W1

5

20

20

W1

6

20

20

W1

7

20

20

W1

8

20

20

W1

9

20

20

W2

0

20

20

W2

1

20

20

W2

2

20

20

W2

3

20

20

W2

4

20

20

W2

5

20

20

W2

6

20

20

W2

7

20

20

W2

8

20

20

W2

9

20

20

W3

0

20

20

W3

1

20

20

W3

2

20

20

W3

3

Number of Channels Watched/Per Viewer/ Week

Page 7: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

7

Week 33 (week starting 15 August) & Week 15(week starting 11 April) data as compared to Pre COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )

W33 vs Pre-COVID 29%

W33 vs W15 -16%Change% in absolute numbers

Cume Reach in Million

239275

336361 363 363 352 345

332 328307 296 297 302 302 305 301 308 316 317 320 304 309 307

0

50

100

150

200

250

300

350

400

Pre

-Co

vid

20

20

W1

1

20

20

W1

2

20

20

W1

3

20

20

W1

4

20

20

W1

5

20

20

W1

6

20

20

W1

7

20

20

W1

8

20

20

W1

9

20

20

W2

0

20

20

W2

1

20

20

W2

2

20

20

W2

3

20

20

W2

4

20

20

W2

5

20

20

W2

6

20

20

W2

7

20

20

W2

8

20

20

W2

9

20

20

W3

0

20

20

W3

1

20

20

W3

2

20

20

W3

3

INDIVIDUALS WATCHING 7 DAYS A WEEK

Cume Reach in Million

307 MN INDIVIDUALS WATCHED TV ON ALL 7 DAYS OF THE WEEK IN WEEK 33.

68 MILLION > PRE-COVID

Pre-COVID Highest value for the

respective statisticWeek 33

Page 8: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

RegionGrowth in Week 33

over Pre COVID

India 22%

HSM 24%

South 17%

Mah / Goa 28%

AP / Telangana

21%

7%

TN/Pondicherry

16%

Karnataka

14%

52%

UP/Uttarakhand

22%

IndiaGuj /

D&D /

DNH 24%

Punjab/Chandigarh19%

Assam/

NE/Sikkim38%

Kerala

18%

56%

Bihar/Jharkhand

Rajasthan27%

34%

West Bengal30%

Odisha

MP/

Chhattisgarh

57%

8

Growth based on Viewing Minutes

Week 33 (week starting 15 August) data as compared to

Peak period is Week 13 (week starting 28 March) and Pre

COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )

RegionGrowth in Peak period

over Pre COVID

India 43%

HSM 49%

South 33%

21%

40%

64%

43%

19%

%

76%

33%

45%

38%

35%

30%

50%

44%

14%

12%

Week 33 vs. Pre-COVID

Peak week (Wk13) vs. Pre-COVID

18%

63%Har/HP/J&KDelhi

5%

52%

IN WEEK 33 TOTAL TV CONSUMPTION IS > PRE COVID-ACROSS ALL MARKETS

Page 9: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

9PRIMETIME SHOWS CONSISTENT GROWTH IN THE LAST 12 WEEKS

Non-primetime continues to operates 44% > pre-COVID levels

Imp’Mn (Avg), India, 2+,

Non Prime Time Prime Time

W33 vs Pre-COVID 44% 3%

W33 vs W13 -20% -7%

Week 33 (week starting 15 August) data as compared to Week 13 (week starting 28 March) and Pre COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )

Pre-COVID Highest value for the

respective statisticWeek 33

81 97

138 146 143 145 135 132 129 125 119 116 112 113 113 116 116 117 119 117 119 115 117 117

183 179

198202

191 194183 182 171 166 159

147 154 157 162 164 165 172 177 178 180 177 185 188

0

50

100

150

200

250

300

350

400P

reC

OV

ID

2020W

11

2020W

12

2020W

13

2020W

14

2020W

15

2020W

16

2020W

17

2020W

18

2020W

19

2020W

20

2020W

21

2020W

22

2020W

23

2020W

24

2020W

25

2020W

26

2020W

27

2020W

28

2020W

29

2020W

30

2020W

31

2020W

32

2020W

33

Primetime vs. Non-Primetime viewership

Non-primetime Primetime

Primetime: 18:00-24:00

Non-primetime: 06:00-18:00

Page 10: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

SHARE OF GEC GROWS BACK TO PRE-COVID LEVELSNews & movies after peaking in weeks 12 & 14 respectively, have stabilizedKids genre after peaking to 9% share, has stabilized to pre-COVID levels

52%

39%

52% 52%

23%

29%24%

7%

21%

9%

7%

9%

7%0%

10%

20%

30%

40%

50%

60%

GEC Movies News Kids

All India, 2+

10

Week 33 (week starting 15 August) data as compared to Pre COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )

Indicates peak share% for that genre

Page 11: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

a) Total TV performance in primetime

b) Genre-wise performance – in primetime and non-primetime

11

DEEP DIVE INTO:

Page 12: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

12PRIMETIME: DAILY REACH > AN PRE-COVID. ATS ON A GROWTH PATH

In comparison to 2019, the ATS of week 30-33 is 6% higher

Regions Imp’000Cume

Rch'000Ats(v)

India 10% -2% 6%

PRIMETIME PERFORMANCE: 2020 VS. 2019

435

482 460

250

300

350

400

450

500

550

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Total TV – Daily Average Reach in Mn

W30-33 2020 VS. 2019 SAME WEEKSPre-COVID – week 2-4 / PT (18:00 - 23:00)

02

:23

02:2

2

02:1

9

01:26

01:36

01:46

01:56

02:06

02:16

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Total TV - ATS

Pre-COVID Highest value for the

respective statisticWeek 33

PRIMETIME – 18:00-23:00

Page 13: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

13

Total TV / HSM / South / 2+

233

456

364

281316

283

0

50

100

150

200

250

300

350

400

450

500

Pre

-CO

VID

W1

1

W1

2

W1

3

W1

4

W1

5

W1

6

W1

7

W1

8

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Viewing Mins’ Bn

PRIMETIME VIEWERSHIP IS ON AN INCREASE - BOTH IN HSM & SOUTH

Non-primetime viewership has stabilized, however, still higher than pre-COVID

HSM

175

280

224

156 165 168

0

50

100

150

200

250

300

350

400

450

500

Pre

-CO

VID

W1

1

W1

2

W1

3

W1

4

W1

5

W1

6

W1

7

W1

8

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Viewing Mins’ Bn

South

Pre-COVID Highest value for the

respective statisticWeek 33

NPT (06:00-18:00) PT (18:00-23:00)

PRIMETIME VIEWERSHIP

– HSM VS. SOUTH

Page 14: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

ChannelViewing

MinsCume Rch Ats(v)

Hindi

Hindi GEC 4% 6% -8%

Hindi Movies -1% 4% -11%

Marathi

Marathi GEC -14% -2% -13%

Marathi Movies -2% 8% -12%

Bangla

Bangla GEC 1% 6% -13%

Bangla Movies 21% 25% -14%

HSM

ChannelViewing

MinsCume Rch Ats(v)

Telugu

Telugu GEC 4% 1% -1%

Telugu Movies -7% 0% -10%

Kannada

Kannada GEC -6% -1% -7%

Kannada Movies 24% 6% 8%

Malayalam

Malayalam GEC -7% 0% -12%

Malayalam Movies -10% 0% -14%

Tamil

Tamil GEC 5% 3% -4%

Tamil Movies 6% 5% -5%

South

14

TG: 2+/ PT (18:00 - 23:00)

PRIMETIME : GEC & MOVIES

PRIMETIME - GEC & MOVIES:

CUME REACH IS HIGHER THAN PRE-COVID (EXCEPT MARATHI GEC & KANNADA GEC)

ATS IS LAGGING BEHIND PRE-COVID LEVELS (EXCEPT KANNADA MOVIES)

The numbers show change in % - Week 30-33 vs. Pre-COVID (i.e. week 2-4)

Page 15: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

ChannelViewing

MinsCume Rch Ats(v)

Hindi

Hindi GEC 111% 21% 41%

Hindi Movies 73% 22% 15%

Marathi

Marathi GEC 23% 12% 0%

Marathi Movies 62% 34% 7%

Bangla

Bangla GEC 56% 20% 16%

Bangla Movies 135% 47% 23%

HSM

ChannelViewing

MinsCume Rch Ats(v)

Telugu

Telugu GEC 20% 4% 5%

Telugu Movies 28% 5% 8%

Kannada

Kannada GEC 20% 1% 10%

Kannada Movies 35% 10% 7%

Malayalam

Malayalam GEC 27% 5% 10%

Malayalam Movies 9% 4% -5%

Tamil

Tamil GEC 20% 7% 3%

Tamil Movies 41% 11% 10%

South

15

NON-PRIMETIME : GEC & MOVIES

TG: 2+/ NPT (06:00 - 18:00)The numbers show change in % - Week 30-33 vs. Pre-COVID (i.e. week 2-4)

NON PRIMETIME - GEC & MOVIES:

CUME REACH HIGHER THAN PRE-COVID

ATS HIGHER THAN PRE-COVID (EXCEPT MALAYALAM MOVIES)

Page 16: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

ChannelViewing

MinsCume Rch Ats(v)

Hindi News 37% 22% 4%

Hindi Reg News -13% -17% 4%

Marathi News 49% 37% 0%

Bangla News 56% 49% -9%

HSM

ChannelViewing

MinsCume Rch Ats(v)

Telugu News 31% 17% -1%

Kannada News 64% 20% 16%

Malayalam News 162% 33% 51%

Tamil News 93% 30% 21%

South

16

PRIMETIME : NEWS

PRIMETIME - NEWS:

CUME REACH HIGHER THAN PRE-COVID (EXCEPT HINDI REGIONAL NEWS)

ATS HIGHER THAN PRE-COVID (EXCEPT BANGLA & TELUGU NEWS)

TG: 2+/ PT (18:00 - 23:00)The numbers show change in % - Week 30-33 vs. Pre-COVID (i.e. week 2-4)

Page 17: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

ChannelViewing

Mins

Cume

RchAts(v)

Hindi News 89% 44% 13%

Hindi Reg News 56% 15% 20%

Marathi News 83% 51% 4%

Bangla News 94% 73% -3%

HSM

ChannelViewing

Mins

Cume

RchAts(v)

Telugu News 44% 21% 2%

Kannada News 58% 18% 18%

Malayalam News 139% 31% 44%

Tamil News 66% 20% 14%

South

NON PRIMETIME - NEWS:

CUME REACH HIGHER THAN PRE-COVID

ATS HIGHER THAN PRE-COVID (EXCEPT BANGLA)

17

NON-PRIMETIME : NEWS

TG: 2+/ NPT (06:00 - 18:00)The numbers show change in % - Week 30-33 vs. Pre-COVID (i.e. week 2-4)

Page 18: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

18

ChannelViewing

MinsCume Rch Ats(v)

Kids 1% 7% -11%

Music & Youth -35% -9% -23%

English News 82% 7% 68%

English Biz News -16% -33% 3%

English Entertainment channels (EEC) -23% -37% 13%

English Movies 30% 14% 4%

Sports -77% -64% -42%

PRIMETIME : OTHER GENRES

TG: 2+/ PT (18:00 - 23:00)The numbers show change in % - Week 30-33 vs. Pre-COVID (i.e. week 2-4)

PRIMETIME – OTHER GENRES:

CUME REACH HIGHER THAN PRE-COVID (EXCEPT MUSIC, ENGLISH BUSINESS & EEC)

ATS HIGHER THAN PRE-COVID (EXCEPT KIDS & MUSIC)

Page 19: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

19

ChannelViewing

Mins

Cume

RchAts(v)

Kids 55% 20% 11%

Music & Youth -19% 7% -27%

English News 55% 23% 30%

English Biz News 6% -23% 15%

English Entertainment channels (EEC) 29% -13% 40%

English Movies 72% 28% 14%

Sports -73% -58% -42%

NON-PRIMETIME : OTHER GENRES

TG: 2+/ NPT (06:00 - 18:00)The numbers show change in % - Week 30-33 vs. Pre-COVID (i.e. week 2-4)

NON PRIMETIME – OTHER GENRES:

CUME REACH HIGHER THAN PRE-COVID (EXCEPT ENGLISH BUSINESS & EEC)

ATS HIGHER THAN PRE-COVID (EXCEPT MUSIC)

Page 20: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

SPOTLIGHT ON GEC: General Entertainment Category

Return Of Original Programming

Page 21: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

HINDI SPEAKING MARKETS

Page 22: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

21

13

22

0

5

10

15

20

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Bangla GEC

22

17

11

15

0

5

10

15

20

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Marathi GEC

VIEWERSHIP: VIEWING MINUTES’ BNORIGINAL PROGRAMMING BRINGS BACK GEC VIEWERSHIP

Viewing Mins ’Bn / PT (18:00 - 23:00)

Hindi, Marathi & Bangla GEC @ HSM

No. of weeks of originals 10

6105 103 109

0

50

100

150

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Hindi GEC

6

Pre-COVID Week when originals

resumedWeek 33

Page 23: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

23

46 46 49

0

20

40

60

80

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Bangla GEC

Cume Rch’Mn / PT (18:00 - 23:00)

Hindi, Marathi & Bangla GEC @ HSM

347

372366

300

320

340

360

380

400

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Hindi GEC

50 50 49

0

20

40

60

80

Pre

-CO

VID

W11

W12

W13

W14

W15

W16

W17

W18

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Marathi GEC

CUME REACH (MN)HINDI GECS HAVE RECOVERED TO PRE-COVID LEVELS

Pre-COVID Week when originals

resumedWeek 33

Page 24: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

24Average Time Spent (Viewer)ACROSS HSM, THE AVERAGE TIME SPENT IN PRIMETIME SHOWS A CONSISTENT

INCREASE FROM THE WEEK ORIGINALS HAVE STARTED

ATS (v) / PT (18:00 - 23:00)

Hindi, Marathi & Bangla GEC @ HSM

01:24:08

01:13:0401:18:41

00:38:53

00:53:17

01:07:41

01:22:05

01:36:29

01:50:53

02:05:17

Pre

-CO

VID

W11

W12

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Hindi GEC

01:52:24

01:12:47

01:41:37

00:27:22

00:56:10

01:24:58

01:53:46

02:22:34

Pre

-CO

VID

W11

W12

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Bangla GEC

01:31:38

01:07:05

01:23:35

00:27:22

00:56:10

01:24:58

01:53:46

02:22:34

Pre

-CO

VID

W11

W12

W19

W20

W21

W22

W23

W24

W25

W26

W27

W28

W29

W30

W31

W32

W33

Marathi GEC

Pre-COVID Week when originals

resumedWeek 33

Page 25: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

SOUTHERN MARKETS

Page 26: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

26

26

18

25

0

5

10

15

20

25

30

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Kannada GEC 35

25

40

0

10

20

30

40

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Telugu GEC

35 37 37

0

10

20

30

40

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Tamil GEC12

8

12

0

5

10

15

20

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Malayalam GEC

Viewning Mins’ Bn / PT (18:00 - 23:00)

Kannada, Telugu, Tamil & Malayalam @South

VIEWERSHIP: VIEWING MINUTES’ BNORIGINAL PROGRAMMING BRINGING BACK GEC VIEWERSHIP

12 9

412

No. of weeks of originals

Pre-COVID Week when originals

resumedWeek 33

All channels started originals in week 30, except

1 channel which started originals in week 21

Page 27: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

27

51 50 50

0

20

40

60

80

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Kannada GEC

Cume Rch’Mn / PT (18:00 - 23:00)

Kannada, Telugu, Tamil & Malayalam @South

78 78 79

0

20

40

60

80

100

120

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Telugu GEC

79 83 82

0

20

40

60

80

100

120

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Tamil GEC

28 29 28

0

10

20

30

40

50

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Malayalam GEC

CUME REACH (MN)FOR SOUTH GECs, CUME REACH WAS NOT IMPACTED SIGNIFICANTLY DURING COVID

Pre-COVID Week when originals

resumedWeek 33

All channels started originals in week 30, except

1 channel which started originals in week 21

Page 28: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

28ATS (Viewer)ACROSS SOUTH, THE AVERAGE TIME SPENT IN PRIMETIME SHOWS A CONSISTENT INCREASE

FROM THE WEEK ORIGINALS HAVE STARTED

ATS (v) / PT (18:00 - 23:00)

Kannada, Telugu, Tamil & Malayalam @South

01:56:05

01:25:54

01:49:03

00:27:22

00:56:10

01:24:58

01:53:46

02:22:34

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Kannada GEC

01:41:58

01:13:14

01:51:30

00:27:22

00:56:10

01:24:58

01:53:46

02:22:34

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Telugu GEC

01:50:15 01:44:34 01:46:43

00:27:22

00:56:10

01:24:58

01:53:46

02:22:34

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Tamil GEC

01:51:01

01:15:54

01:47:34

00:27:22

00:56:10

01:24:58

01:53:46

02:22:34

Pre

-CO

VID

W1

1

W1

2

W1

9

W2

0

W2

1

W2

2

W2

3

W2

4

W2

5

W2

6

W2

7

W2

8

W2

9

W3

0

W3

1

W3

2

W3

3

Malayalam GEC

Pre-COVID Week when originals

resumedWeek 33

All channels started originals in week 30, except

1 channel which started originals in week 21

Page 29: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

ACROSS LANGUAGES, NEWS HAS IMPACTED GEC VIEWERSHIP IN PRIMETIME.

Movies has also impacted GEC viewership, especially in Bangla, Marathi, Kannada & Malayalam29

% Duplications of GEC viewers in corresponding News & Movies Genre in the respective language

Duplication based on average weekly cume reach

Channel

% of GEC viewers also viewing News

% of GEC viewers also viewing Movies

Pre-Cov W30-33 Pre-Cov W30-33

Hindi GEC 41% 49% 76% 77%

Marathi GEC 50% 63% 58% 66%

Bangla GEC 43% 63% 55% 65%

Kannada GEC 60% 72% 72% 77%

Telugu GEC 54% 63% 83% 82%

Tamil GEC 46% 59% 83% 84%

Malayalam GEC 63% 85% 75% 77%

Duplications of Prime Time GEC viewers on corresponding News & Movies Genre

Page 30: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

30

% Duplications of GEC viewers in corresponding markets / 2+/ PT (18:00 - 23:00)/ NPT (06:00 – 18:00). % Duplications in the respective language

Duplication based on average weekly cume reach

Duplications of GEC Viewers inPrime Time & Non Prime Time

IN LAST 4 WEEKS THE PROPORTION OF GEC PRIMETIME VIEWERS SAMPLING GEC

IN NON-PRIMETIME INCREASED ACROSS ALL THE LANGUAGESWith original shows back on TV, viewers who are missing the shows in primetime, are watching in non-primetime

Channel

% of PT viewers also viewing in NPT

% of NPT viewers also viewing in PT

Pre-Cov W30-33 Pre-Cov W30-33

Hindi GEC 75% 85% 84% 83%

Marathi GEC 68% 76% 86% 84%

Bangla GEC 79% 87% 91% 92%

Kannada GEC 89% 90% 92% 92%

Telugu GEC 93% 95% 92% 92%

Tamil GEC 93% 95% 92% 92%

Malayalam GEC 88% 91% 91% 90%

Page 31: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

a) News

b) Sports

31

KEY HIGHLIGHTS OF:

Page 32: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

GENRE: NEWS

32

Page 33: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

33

HINDI NEWS: SAMPLING OF 5 OR MORE > PRE COVIDIn week 33 26% people watched more than 5 channels, which is still higher than Pre-COVID levels of 23%

HSM /15+/ Viewers loyalty of Top 8 Channels (Aaj Tak, India TV, Republic Bharat, Zee News, ABP News, News18 India, TV9 Bharatvarsh, News Nation)Top 8 channels on the basis of recent week’s data

Wk 12’20 onwards(Coronavirus Outbreak &

Lockdown)

30%

16%

43% 44%

38%43%

23%

36% 26%

4%10%

6%

0%

10%

20%

30%

40%

50%

W 1

W 2

W 3

W 4

W 5

W 6

W 7

W 8

W 9

W10

W11

W12

W13

W14

W15

W16

W17

W 1

8

W 1

9

W 2

0

W 2

1

W 2

2

W 2

3

W 2

4

W 2

5

W 2

6

W 2

7

W 2

8

W 2

9

W 3

0

W 3

1

W 3

2

W 3

3

2020

Loyalty among Top 8 Hindi News Channels

Any 1 Any 2, 3 or 4 Any 5, 6 or 7 All 8

33

Page 34: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

TOP 5 STORIES- RANK ORDER LAST 4 WEEKS

Week 33 Week 32ACTOR SUSHANT SINGH RAJPUT COMMITS SUICIDE IN

MUMBAI(MAHARASHTRA)ACTOR SUSHANT SINGH RAJPUT COMMITS SUICIDE IN

MUMBAI(MAHARASHTRA)

INDEPENDENCE DAY CELEBRATIONS IN INDIA (2020) OUTBREAK OF CORONAVIRUS IN INDIA

OUTBREAK OF CORONAVIRUS IN INDIA AIR INDIA FLIGHT SKIDS OFF THE RUNWAY IN KOZHIKODE(KERALA)

MONSOON IN INDIA(2020) COMMUNAL VIOLENCE BREAKS OUT IN BENGALURU(KARNATAKA)

CRICKETER MS DHONI RETIRES FROM INTERNATIONAL CRICKET POLITICAL CRISIS IN RAJASTHAN(2020)

Week 31 Week 30

BABRI MASJID-RAMJANMABHOOMI DISPUTEACTOR SUSHANT SINGH RAJPUT COMMITS SUICIDE IN

MUMBAI(MAHARASHTRA)ACTOR SUSHANT SINGH RAJPUT COMMITS SUICIDE IN

MUMBAI(MAHARASHTRA)OUTBREAK OF CORONAVIRUS IN INDIA

OUTBREAK OF CORONAVIRUS IN INDIA REPORT ON INDIA-FRANCE RAFALE FIGHTER DEAL

AIR INDIA FLIGHT SKIDS OFF RUNWAY IN KOZHIKODE(KERALA) BABRI MASJID-RAMJANMABHOOMI DISPUTE

MONSOON IN MAHARASHTRA(2020) POLITICAL CRISIS IN RAJASTHAN(2020)

Ranking by Share of Duration of the story in the genre- Hindi & English News combined analysed on BIO News

34

Page 35: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

Year ChannelsDuration

(Approx in mins)

No. of People

who viewed the

telecast(in Mn)

Viewing Minutes (Mn)

2018 187 150 121 3,595

2019 192 126 109 3,288

2020 195 152 133 4,641

Region: India | TG: Universe

INDEPENDENCE DAY EVENT 2020 GARNERED 4.6 BN VIEWING MINUTES –

HIGHEST VIEWERSHIP IN THE LAST 3 YEARSMore viewers tuned in this year during the live event than 15th August of 2018 and 2019

A growth of 29% & 41% as compared to 2018 & 2019 respectively

Note:• Live Telecast timing considered basis DD News program report• Live watermarked channels have been considered.

Week 33 (15 Aug)

35

Page 36: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

PM's Address to the Nation Date ChannelsDuration

(Approx. in mins)

No. of People who viewed the telecast

(in Mn)

Viewing Minutes (Mn)

COVID-19 (1st Address) / Janta Curfew

19th Mar 2020 192 30 83 1275

COVID-19 (2nd Address) / 21 days' Lockdown

24th Mar 2020 201 30 197 3863

COVID-19 (3rd Address) /Video message

3rd Apr 2020 199 11 119 1025

*COVID-19 (4th Address) / Lockdown 2.0

14th Apr 2020 199 25 203 3922

COVID-19 (5th Address) 12th May 2020 198 33 193 4,250

COVID-19 (6th Address) 30th June 2020 199 16 42 442

Address to Jawans at Leh 3rd July 2020 179 27 29.2 313

Independence Day event 15th August 2020 195 152 133 4,641

INDPENDENCE DAY EVENT RECORDS THE HIGHEST

VIEWERSHIP – 4.6 BN VIEWING MINUTESHigher than all the previous addresses during COVID & the Leh address

Region: India | TG: Universe

36

Page 37: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

Laying of Foundation Stone for Ayodhya Temple by PM Modi

Date 5th Aug 2020 (Wednesday, Week 31)

No. of Channels 198

Duration (Approx in mins) 207

No. of People who viewed the

telecast (in Mn.)163

Viewing Minutes (Mn) 7,300

Region: India | TG: Universe

LIVE TELECAST OF AYODHYA BHOOMI PUJAN GARNERED 7.3 BN VIEWING MINUTESThe event was viewed live by 163 million people

Note:• Timeband 10:44 – 14:11 has been considered for 195 channels; 12:38 – 12:48 considered for 3 channels (Zee Anmol, Zee TV and Zee TV HD)• Live watermarked channels have been considered.

37

Page 38: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

38

GENRE: SPORTS

Page 39: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

39VIEWERSHIP OF “RAISE THE BAT” TEST MATCHES (ENG VS WI) IN 2020 >

ASHES-19 SERIES (ENG VS AUS) HELD IN 2019➢ Viewership of Hero CPL-20 (Week 33) is 2.7x higher than the viewership of Big Bash League matches

India 2+

* Daily Avg. of all Test Matches in the series (Live Matches Only)

6368

0

10

20

30

40

50

60

70

L/T SPECSAVERS ASHES-19* L/T RAISETHEBAT SERIES-20*

Viewing Min (Mn) Per Day

37

98

0

20

40

60

80

100

L/T KFC T20 BBL 19-20(All Matches-Avg)

L/T HERO CPL-20 T20(Avg of 6 Matches)

Viewing Min (Mn)

+9% +2.7X

Week 33 (week starting 15 Aug); Pre COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )

Eng vs Aus(2019W31-2019W38)

Eng vs WI(2020W27-2020W30)

Australia

(2019W51-2020W 6)

Caribbean

(2020W33-ongoing)

Big Bash League Caribbean Premier League

Page 40: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

40

ADVERTISING TRENDSAd Volumes in Millions unless specified

Pre COVID – Week 2 to Week 5

Lockdown – Week 16 to Week 19

Unlock – Week 30 to Week 33

Page 41: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

41

111.3

82.2

124.6

0.0

20.0

40.0

60.0

80.0

100.0

120.0

140.0

Pre Covid (Wk 2-5) Lockdown (Wk 16-19) Unlock (Wk 30-33)

Total Ad Volumes

Ad Volumes

TOTAL AD VOLUMES:

➢ AD Volumes in Unlock period have now surpassed Pre- Covid Volumes by ~12%

➢ Bulk of this increase was In July. August seems to be following the same trend

Ad Volumes in millions

Page 42: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

42

INVENTORY LEVELS TOP 10 AND NEXT 40 :-

Top 10 Advertisers basis UNLOCKAd Volumes in MillionsSocial/Govt/Broadcasters inventory excluded

➢ Top 10 Advertiser inventory increased by 34% in Unlock period compared to Pre COVID period

➢ While Next 40 are up by 46%

Top 10 Advertisers PRE COVID: Wk 2 - Wk 5 LOCKDOWN: Wk 16 - Wk 19 UNLOCK: Wk 30 - Wk 33

Ad Vol in Mn 41 25 54

20.2

7.5

2.0 1.9 2.6

2.0

2.3 1.60.0

0.9

17.7

11.4

5.8

1.32.3

1.4 1.8

0.0

0.6 0.0 0.8

9.9

22.7

13.3

3.0 2.9 2.7

2.3

2.2 2.1 2.0 1.8

25.9

0

5

10

15

20

25

30

HU

L

RB

G

P&

G

CO

LGA

TE

ITC

LTD

WIP

RO

CA

DB

UR

YS

GO

DR

EJ

FAC

EBO

OK

AM

AZO

NO

NLI

NE

NEX

T 40

Ad Volumes in Millions by Advertiser

PRE COVID: Wk 2 - Wk 5 LOCKDOWN: Wk 16 - Wk 19 UNLOCK: Wk 30 - Wk 33

Page 43: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

43

3244

2720 2785

2031 2099 20012164

2385

0

500

1000

1500

2000

2500

3000

3500

Jan Feb Mar Apr May Jun Jul Aug (21days)

Advertiser Count

Advertiser Count

3100

2005

2609

0

500

1000

1500

2000

2500

3000

3500

Pre Covid (Wk 2-5) Lockdown (Wk 16-19) Unlock (Wk 30-33)

Advertisers Count

Advertisers Count

ADVERTISERS COUNT:

➢ Advertisers counts increases by 30%

➢ Consistent increase in counts witnessed across July and August

Page 44: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

44

49334360 4372

3043 3177 32153458 3690

0

1000

2000

3000

4000

5000

6000

Jan Feb Mar Apr May Jun Jul Aug (21days)

Brand Count

Brand Count

4777

2982

4050

0

1000

2000

3000

4000

5000

6000

Pre Covid (Wk 2-5) Lockdown (Wk 16-19) Unlock (Wk 30-33)

Brand Count

Brand Count

BRAND COUNT:

➢ 36% increase in Brand Count

➢ Consistent increase from May onwards

Page 45: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

45

GEC- Ad Volumes and Trends

Page 46: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

46

29

19

30

0

5

10

15

20

25

30

35

40

Pre Covid (Wk 2-5) Lockdown (Wk 16-19) Unlock (Wk 30-33)

Total Ad Volumes in GEC

TOTAL AD VOLUMES IN GEC:

➢ Ad Volumes in Unlock period across GECs have now crossed Pre Covid Period

Ad Volumes in millions

Page 47: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

47

INVENTORY LEVELS TOP 10 AND NEXT 40 IN GEC:-

➢ Ad Volumes recover to Pre- Covid Levels with onset of originals programs

➢ Next 40, maximum recovery driven primarily driven by GSK, FB, L’oreal and Amazon

Top 10 Advertisers basis UNLOCK. Ad Volumes in Millions.Social Govt Sector and Broadcasters inventory excluded

Top 10 Advertisers PRE COVID: Wk 2 - Wk 5 LOCKDOWN: Wk 16 - Wk 19 UNLOCK: Wk 30 - Wk 33

Ad Vol in Mn 14 8 17

7.5

1.6

0.7 0.9 0.81.0

0.5 0.5

0.0

0.4

5.3

4.4

1.1

0.4 0.40.8

0.00.5

0.2 0.0 0.0

1.9

8.5

2.2

1.1 0.9 0.8 0.8 0.7 0.6 0.6 0.5

6.5

0

1

2

3

4

5

6

7

8

9

HU

L

RB

G

P&

G

ITC

LTD

WIP

RO

CA

DB

UR

YS

CO

LGA

TE

GO

DR

EJ

FAC

EBO

OK

NES

TLE

NEX

T 4

0

Ad Volumes in Millions by Advertiser

PRE COVID: Wk 2 - Wk 5 LOCKDOWN: Wk 16 - Wk 19 UNLOCK: Wk 30 - Wk 33

Page 48: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

48

2.2

0.6

1.1

1.6

0.8 0.9 0.9

2.0

0.6

1.0

1.5

0.7

1.0 1.0

0.0

0.5

1.0

1.5

2.0

2.5

Hindi GEC Marathi GEC Bangla GEC Tamil GEC Telugu GEC Kannada GEC Malayalam GEC

Total Ad Volumes GEC- Prime Time

Pre Covid Unlock

Ad Volumes in millionsPre Covid (Wk 2-5) and Unlock ( 30-33)

AD VOLUMES IN GEC- PRIME TIME:

➢ With Original programming coming back across regions in a phased manner

• Kannada and Malayalam GEC have surpassed their Pre Covid ad volumes

• Other Languages on the path to recovery

Page 49: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

49

1174

602

797

0

200

400

600

800

1000

1200

1400

Pre Covid (Wk 2-5) Lockdown (Wk 16-19) Unlock (Wk 30-33)

Advertisers Count in GEC

ADVERTISERS COUNT IN GEC:

➢ 32% increase in Unlock vis-a-viz Lockdown Period

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50

Wk 2-5 Wk 16-19 Wk 30-33

Advertisers Count Pre Covid Lockdown Unlock

Hindi GEC 292 188 225

Marathi GEC 180 90 145

Tamil GEC 490 208 311

Telugu GEC 284 109 219

Kannada GEC 238 72 192

Malayalam GEC 231 111 191

Bangla GEC 213 94 157

Punjabi GEC 84 46 95

ADVERTISERS COUNT IN GEC: LANGUAGES

➢ Return of Original programming : Return of Advertisers

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51

Category – Ad volumes and Trends

Page 52: CRISIS CONSUMPTION AN INSIGHTS SERIES INTO TV, …

52SECTOR/CATEGORY INVENTORY :-

7.0

5.9

2.0

5.7

4.2

3.2 3.9

1.9

1.0

0.3 1

.4

10

.0

21

.9

3.0

0.1

1.8

0.5 1

.5

0.4

0.3

0.3

0.2

11

.4

9.9

5.2

3.8

2.5

2.2

2.0

1.4

1.1

1.1

1.1

0

5

10

15

20

25

Ecom

So

cia

l G

ovt

Ed

uca

tio

n

Au

to

Se

rvic

es

Ba

nkin

g/F

ina

nce/I

nve

stm

en

t

Bu

ildin

g,

Indu

str

ial &

Lan

dM

ate

ria

ls/E

Pe

rso

nal

Acce

ssori

es

Reta

il

Ag

ricu

ltu

re

Te

leco

mP

rodu

cts

Ad Volumes in Mn

PRE COVIDWk 2 - Wk 5

LOCKDOWNWk 16 - Wk 19

UNLOCKWk 30 - Wk 33

Ad Volumes in Millions based on Unlock Period

63

36

76

0

10

20

30

40

50

60

70

80

FM

CG

➢ FMCG Continues to grow

➢ Surge in Ad volumes of E- Com and Education

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53

RETURN OF LIVE SPORTING EVENTS

Source BARC: Analysis period June 2020 onwards

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Live sporting events back on Television

Source BARC : Analysis period June 2020 onwardsLogos are used for representation purposes only and not actualLive events :- Broadcast on Indian television channelsOnly few live sporting events have been mentioned

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RETURN OF LIVE SPORT : RETURN OF ADVERTISERS

Source: BARC, Logos are used for representation purposes only and not actualNote:- Have listed only few Advertisers who have been active on Live events in Sports Genre

Sport heavy Advertisers back on live sport post lockdown

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INDIA

SMARTPHONE BEHAVIOR

56

56

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BANNED APPS

WHERE DO THESE APPS STAND NOW?

57

5757

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50+ BANNED APPS - % WEEKLY CHANGE IN %USERS/WEEK OVER PRE-COVID (LAST 2 MONTHS)

CHINESE APPS CRASH FROM 81% TO 29% !

76%

29%

81%

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44 COVID Disruption as compared to Pre COVID-19

58

49%

29th June

Announcement of Ban

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U.S.: STREAMING AWAY!

59

5959

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VIDEO STREAMING IN 2020 FORMS 25% OF TOTAL TV USAGE AMONG

STREAMING-CAPABLE HOMES - A STEP UP FROM ITS 16% SHARE IN 2019

Source: Nielsen Total Audience Report

60

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1/4TH OF TOTAL TIME ON STREAMING COMES FROM 55+yrs - A 37%

INCREASE IN THEIR CONTRIBUTION

Source: Nielsen Total Audience Report

61

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INDIA

SMARTPHONE BEHAVIOR DEEP-DIVE

62

62

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3 HRS 54 MINS

AS PEOPLE HAVE STARTED GETTING BACK TO THEIR NORMAL ROUTINES,

SMARTPHONE USAGE IS SLIGHTLY LOWER THAN PRE-COVID LEVELS

63

3 HRS 14 MINS

Daily Time Spent on

Smartphone

3 HRS 22 MINS

LOCKDOWN

PHASE 1

UNLOCK

PHASE 1

LOCKDOWN

PHASE 2

LOCKDOWN

PHASE 3

LOCKDOWN

PHASE 4

UNLOCK

PHASE 2

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

UNLOCK

PHASE 3

This drop in the last few

weeks is majorly because of

the ban on certain apps

3 HRS

20 MINS

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Females

Males

15-24

25-34

35-44

Metros

Non

Metros

NCCS A

NCCS B

NCCS C

THIS DROP IS SEEN ACROSS NEARLY ALL TARGET AUDIENCES 64

% CHANGE IN TIME SPENT/USER/WEEK OVER PRE-COVID

16% -3%

15% -5%

14% -7%

14% -6%

23% 7%

18% -3%

16% -3%

11% -8%

19%-3%

14% -5%

A

B

C

WEEK OF

25TH APRIL

(PEAK)

WEEK OF

15TH AUGUST

(CURRENT)

WEEK OF

25TH APRIL

(PEAK)

WEEK OF

15TH AUGUST

(CURRENT)

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

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Chat %

VOIP

Utility &

Phone

Features

Social

Networking

Video

Streaming

Gaming

Calling

Browsing

Offline Media

OthersE-Comm

BFSI/Trading

Daily Time Spent

3 Hours

14 Minutes

WHILE TIME SPENT ON CHAT/VOIP & GAMING CONTINUES TO BE HIGH, BASIC

PHONE ACTIVITIES (CALLING/OTHER UTILITY) HAVE SEEN A DROP (VERSUS

PRE-COVID)

% CHANGE IN TIME SPENT IN

CURRENT WEEK (OVER PRE-COVID)

Chat/VOIP 24%

Social Networking -21%

Video Streaming 0%

Gaming 12%

Calling -13%

Browsing etc. -7%

Utility/Phone Ftrs -13%

65

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

Largely on

account of the

ban on apps

Drop is higher

among females

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WITH WORK FROM HOME & ONLINE EDUCATION CONTINUING, THE

USAGE OF THESE APPS CONTINUES TO GROW

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

CHANGE SEEN IN WEEK OF 15TH AUGUST OVER PRE-COVID

CHANGE IN %

USERS/WEEK

CHANGE IN TIME

SPENT/WEEK

EDUCATION

(Metros - 35 to 44 yrs)126% 51%

VIDEO

CONFERENCING12X 6X

66

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USAGE OF TRADING, PAYMENTS & FITNESS APPS CONTINUE TO

SHOW AN INCREASE AS CONSUMERS GET USED TO THESE NEW

WAYS

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

CHANGE SEEN IN WEEK OF 15TH AUGUST OVER PRE-COVID (%USERS/WEEK)

BFSI & ONLINE TRADING

(35-44 yrs)27%

FITNESS

(35-44, Females)53%

Mobile Payments(35-44, Females)

21%

67

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W-O-W %USERS/WEEK

68

64%68%

SHOPPING HITS A NEW HIGH IN RECENT TIMES AS CONSUMERS ARE

PREFERRING AT-HOME DELIVERY. FOOD ORDERING SHOWS SIGNS OF

REVIVAL BUT CONSUMERS STILL CAUTIOUS...

SHOPPING

(Among 25+ yrs)

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

54%

FOOD ORDERING

(Among 15-24 yrs

females)

9%

5%

13%

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VIDEO STREAMING BEHAVIOR- PERFORMANCE OF DIRECT-TO-DIGITAL MOVIE

RELEASES

- SYNDICATED SHOWS: REVIVAL DUE TO ORIGINAL

AIRINGS?

69

6969

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PERFORMANCE OF DIRECT-TO-DIGITAL HINDI MOVIES ON SMARTPHONE (BASED ON WEEK 1 OF THEIR RELEASE)

Based on Hindi movies released directly on Amazon Prime, Hotstar, MX Player (Online), Netflix, Voot, Zee5 From 1st July to 20th August

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

Dil Bechara,

Disney+ Hotstar24th July - 30th July

Khuda Haafiz,

Disney+ Hotstar14th Aug - 20th Aug

1 2

Lootcase,

Disney+ Hotstar31st July - 6th Aug

Shakuntala Devi,

Amazon Prime Video31st July - 6th Aug

3 4

Raat Akeli Hai,

Netflix31st July - 6th Aug

5

Yaara,

Zee530th July - 5th Aug

6

Virgin Bhanupriya,

Zee516th July - 22nd July

Gunjan Saxena,

Netflix12th Aug - 18th Aug

7 8

Ranked in order of Unique Audience in ‘000s

70

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SHARE* OF TIME SPENT ON SYNDICATED SERIES ON OTT PLATFORMS

SYNDICATED SERIES WITNESS AN INCREASE IN THE RECENT WEEKS, WITH

THE RETURN OF NEW PROGRAMMING

Based on Nielsen Smartphone Panel representing 1L+, NCCS ABC, 15-44

71

Content based on: Amazon Prime, Hotstar, MX Player online, Netflix, Voot, Zee5

Syndicated Series - Includes shows from parent brand, which were not originally created for the OTT platform.

Original Series- Content that is tagged as original or exclusive on the platform.

Pre-COVID 25th April - 22nd

May

6th June - 3rd July 25th July to 21st

August

80%

50% 60% 71%

*All shares exclude Sports

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TOP SYNDICATED SERIES IN RECENT TIMES ON SMARTPHONE SEE A MAJOR

CHANGE VERSUS THE LAST FEW MONTHS

Based on content from Amazon Prime, Hotstar, MX Player (Online), Netflix, Voot, Zee5 Ranked in order of Unique Audience in 000s

2 3 4 5

Anupamaa,

Disney+ Hotstar

1

Yeh Rishtey Hain Pyaar Ke,

Disney+ Hotstar

Yeh Rishta Kya Kehlata Hai,

Disney+ HotstarRadhaKrishn,

Disney+ Hotstar

Kasautii Zindagii Kay ,

Disney+ Hotstar

From 6th June to 3rd July

From 25th July to 21st August

72

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

Syndicated Shows - Includes shows from parent brand, which were not originally created for the OTT platform.

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TOP ORIGINAL SERIES IN RECENT TIMES ON SMARTPHONE73

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

Based on content from Amazon Prime, Hotstar, MX Player (Online), Netflix, Voot, Zee5 From 25th July to 21st August

Ranked in order of Unique Audience in ‘000s

2 3 4 5

7 8 9 10

1

6

Mastram,

MX Player

Paatal Lok,

APV

Original Series- Content that is tagged as original or exclusive on the platform.

Abhay,

Zee5Lalbazaar,

Zee5

Aarya,

Disney + HotstarBandish Bandits,

APV

Dark Desire,

NetflixHello Mini,

MX Player

Dangerous,

MX Player

Naked,

MX Player

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NEWS CONSUMPTION ON SMARTPHONE

74

7474

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HOW HAS % USERS/WEEK FOR NEWS MOVED W-O-W?

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

75

38%

54%

48%

NEWS CONSUMPTION HAS BEEN LARGELY STABLE OVER THE PAST FEW

WEEKS

42%

JUNE 14 : Death of Sushant Singh Rajput

JUNE 15: Galwan Attack

AUGUST 5:

Ayodhya Ram

Mandir Puja

JULY 24: Dates for IPL

2020 announced

JULY 27-29: First batch of

6 Rafale jets arrive

:

AUGUST 15:

Independence Day

Dhoni, Raina

retirement

announcement

7% of Top 100 Google

Searches in this week

on cricket

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TOP VIDEO NEWS CHANNELS IN RECENT TIMES ON SMARTPHONE

India TV

Ranked in order of Unique Audience in ‘000s

76

1 2 3 4 5

Aaj Tak

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44

6 7 8 9 10

TV9 TeluguBBC News Hindi

ABP News Hindi

NDTV India

Based on TV news channels streamed From 25th July to 21st August on YouTube, JioTV, Hotstar, MX Player & Zee5 (Live +Non-Live)

ABP News

Zee News

Aaj Tak HDNews Tak

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SUMMARIZING THE KEY POINTS FROM

TODAY’S SESSION

77

7777

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Summarising

1. Total TV viewership has shown consistent growth in the last 12 weeks – Current week Daily Avg

Reach is 7% higher and Avg, Daily Time Spent is 13% higher than pre-COVID period

2. Growth in current week vs pre-Covid period is seen across both Primetime (3%) and Non Primetime(44%)

and also across HSM and South markets

3. Overall smartphone usage is slightly lower than pre-COVID levels.- the drop in the recent weeks is on

account of time on banned apps getting reduced.

4. On TV, share of different genre is more or less back to pre-COVID levels – Original programmimg

bringing back the the GEC genre both in HSM and South Markets, News and Movies see a growth in

Primetime

5. On Smartphones - revival seen in shopping (surpasses Pre-COVID levels in recent weeks), Education

and Video Conferencing continues to grow - almost 1 in 5 people accessing them, Overall time spent on

Video Streaming returns to pre-COVID levels

7878

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Summarising

6. Independence day event garnered 4.6 BN viewing minutes – highest viewership in last 2 years – also

higher than all the previous PM addresses during COVID

7. Live Telecast of Ayodhya Bhoomi Pujan garnered 7.3 BN viewing minutes

8. On Content viewed on Smartphones - Sushant Singh starrer “Dil Bechara” tops Movie Charts in Week

1 of release, followed by action thriller “Khuda Hafiz”, “Mastram” continues to top the Original Series

charts, followed by “Bandish Bandits”, “Dangerous” & “Aarya”, Share of time spent on Syndicated

series on OTT increases as new programming resumes

9. AD Volumes in Unlock period surpass Pre- Covid Volumes by ~12% - Top 10 Advertiser inventory

increased by 34% in Unlock period compared to Pre COVID period

7979

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THANK YOU

80

80

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ONE MEDIA TRUTH™

81