HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020

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HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
HOW ARE MEDIA HABITS CHANGING AS
INDIA ENTERS 5TH WEEK OF LOCKDOWN
EDITION 6

30TH APRIL 2020
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
AGENDA
TV Consumption                                 Smartphone Consumption

1. Global Landscape                            1. A look at Global Trends
2. Indian TV Landscape: Week 16                2. India Smartphone Behaviour
3. Audiences: Deep Dive Into Content           3. In the Spotlight
   & Viewing
                                               ➢   - Evolution of Gaming
➢   - Megacities VS Rural Consumption          ➢   - Sports Enthusiasts
    - Doordarshan : Change in Ramayan Series
➢   - What are IPL viewers watching            4. What’s Happening in the Video Streaming
➢   - OTT Shows on TV
                                               Space
                                               5. Advertising on Digital
4. Advertising Trends & Deep Dive
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
GLOBAL LANDSCAPE
Based on consumer survey by Mindshare

1,000 person per market survey across 10 global markets (China, US, Germany, UK, Mexico, India,

Source: Nielsen, Kantar, BARB, Mediametrie, OzTAM, Mindshare
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
CUSTOMER SENTIMENT POINTS TOWARDS OPTIMISM AND                                                                                                          4

RECOVERY IN A 12-MONTH TIMEFRAME
➢ Due to progress on flattening the curve across the globe, 48% respondents were optimistic about recovery within
  6 months from the COVID-19 crisis while 70% felt optimistic about a 12-month recovery period

                                                               Pessimistic       Neutral/Not Sure     Optimistic

                                                                                                      40%          39%      38%       39%       36%
                                                                                46%          43%
               48%                                    50%          48%

                            76%          75%

                                                                                                                   21%                          23%
                                                                                                      23%                   24%
                                                                                19%          22%                                      30%
               22%                                                 22%
                                                      26%

                                                                                                      37%          40%      38%                 41%
                            14%          14%                                    35%          35%
               30%                                                 30%                                                                31%
                                                      24%
                            10%          11%

            OVERALL       CHINA         INDIA      NORWAY        UNITED        SPAIN       FRANCE NETHERLANDS      ITALY   SWEDEN   GERMANY    UNITED
                                                                 STATES                                                                       KINGDOM

                                    Consumer sentiment about recovery in the next six months – by country
Source: Capgemini Research Institute, Consumer Behavior Survey, April 4–8, 2020, N=11,281 consumers
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
CULTURAL DIFFERENCES ARE IMPORTANT IN CONTEXT OF THE LOCKDOWN

                                                       Q.HOW DO YOU FEEL ABOUT CORONAVIRUS (COVID-19)?

                   *UK SENTIMENT DATA IS AN AMALGAMATION OF THREE QUESTIONS SO ISN’T DIRECTLY COMPARABLE VS OTHER MARKETS

SOURCE:MINDSHARE NEW NORMAL TRACKER                                           (This Report contains data from Wave 1 w/c 30th March and Wave 2 w/c 13th April 2020
and includes data for the following markets:China, US, Germany, UK, Mexico, India, Singapore, France, Spain, Italy With a 1,000 sample per market
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
6
THE TELEVISION VIEWERSHIP CONTINUES TO GROW ACROSS THE GLOBE

                                                     United Kingdom
                                         Total TV average daily minutes grew by                                          India
                                         4.4% in W16’20 over the previous week                            The TOTAL TV viewership on TV was
                                          and grew by 18% vis-à-vis pre-COVID                               31% higher than the Pre-COVID
                                                         days.                                                          period
                                                                                  France
                    USA                                             The time spent on television in
                                                                     France increased by 25% in                                                        Bangladesh
        Total TV usage was higher by
                                                                       W16’20 w.r.t. pre-COVID                                                   TV viewership increased
          21% in W16’20 w.r.t. pre-
                                                                           period (W10’20)                                                       52% (W16’20 vs W11’20)
           COVID period (W10’20)

                                                                                                                         Sri Lanka
                                                                                                      Despite monsoon rains and heavy lightnings in the
                                                                                                      evening hours, TV viewership during the nationwide
                                                                                                      curfew has increased by 49% (W16’20 vs W’10’20

                                                                                                                                  Australia
                                                                                                                    BVOD minutes viewed (both live and on-
                                                                                                                     demand (‘VOD’)) dipped slightly during
                                                                                                                    W16’20 but are still up almost 36% on the
                                                                                                                             same time last year.

Sources: BARB, Nielsen, OzTAM, Mediametrie, Kantar
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
7
CHANGES IN MEDIA CONSUMPTION
              Q.COMPARING YOUR BEHAVIOURS BEFORE THE
           CORONAVIRUS (COVID-19)OUTBREAK TO NOW, HAVE YOU
                SPENT MORE TIME DOING THE FOLLOWING?

                                                                                                 Q.ARE WE FEELING CORONAVIRUS OVERLOAD?

                                                                                                  DELIBERATELY CHOOSING MEDIA TO RELAX                               55%
                                                                                                 I HAVE LIMITED MY TIME ON MEDIA(E.G. ONLINE)
                                                                                                  BECAUSE I DON’T WANT TO READ ANY MORE
                                                                                                     NEWS ABOUT CORONAVIRUS (COVID-19)
                                                                                                                                                                     29%

SOURCE:MINDSHARE NEW NORMAL TRACKER                                           (This Report contains data from Wave 1 w/c 30th March and Wave 2 w/c 13th April 2020
and includes data for the following markets:China, US, Germany, UK, Mexico, India, Singapore, France, Spain, Italy With a 1,000 sample per market
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
8
THE SCOPE OF OUR ANALYSIS: INDIA

                       Television Behavior                                                Smartphone Behaviour
                                                                                             Market Coverage
                                                                                               Urban 1 Lakh+,
                            Market Coverage
                                                                                          NCCS ABC, 15-44 Years,
                         All India (Urban + Rural)
                                                                                         Android Smartphone Users
                                  2+ years
                                                                                      Passive Panel, 12000 user base
                                                                                      Aligned to Smartphone Universe

                              Time Period:                                                     Time Period:
                 Pre COVID-19: 11th Jan’20 - 31st Jan’20                            Pre COVID-19: 13th Jan’20 - 2nd Feb’20

                            COVID Disruption:                                                COVID Disruption:
                 Edition 6:    18th   Apr’20-24th   Apr’20                          Edition 6: 18th Apr’20-24th Apr’20
                            Frequency: Weekly                                                Frequency: Weekly

We refer to Jan 2020 as the Pre Covid-19 period and compare it with recent weeks.
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
INDIAN TV LANDSCAPE
Key Highlights
HOW ARE MEDIA HABITS CHANGING AS INDIA ENTERS 5TH WEEK OF LOCKDOWN - EDITION 6 30TH APRIL 2020
10
TOTAL TV VIEWERSHIP STOOD AT 1.16 TRILLION VIEWING MINUTES IN
WEEK 16
➢ The drop in week 16 compared to last week is driven by Rural India (Summer Impact)
      & South India (week 15 was a festive week)

                         +31%                                                              +11%                                                            +18%

       887               1239               1161                         560                 627                619                        03:46          04:42         04:28

Pre COVID-19           Week 15            Week 16                  Pre COVID-19           Week 15            Week 16                  Pre COVID-19        Week 15       Week 16
                                   -6%                                                                 -1%                                                        -5%

      WEEKLY VIEWING MINUTES IN BN                                            AVG. DAILY REACH IN MN                                             DAILY ATS/VIEWER (HH:MM)

Week 16 (week starting 18 April) & 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 )
11
VIEWERS WATCHING TV ALL 7 DAYS IN A WEEK STANDS AT 46% IN
WEEK 16

                                                       +14%                                                              +33%

                                    32%                 48%                46%                          16                  22                   21

                              Pre COVID-19           Week 15            Week 16                  Pre COVID-19           Week 15            Week 16
                                           WATCH 7 DAYS IN A WEEK                                        NUMBER OF CHANNELS WATCHED/
                                                                                                              PER VIEWER/WEEK

Week 16 (week starting 18 April) & 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 )
TOTAL TV CONSUMPTION INCREASED BY 31% AT ALL INDIA IN                                                                                       12

 WEEK 16
 ➢ Growth in Odisha is the lowest due to Hail and Thunderstorm last week which
   impacted TV viewership                                                                             UP/Uttarakhand

                                                              Pun / Har / Cha /                 39%          Bihar/Jharkhand
                                                                                  40%                                              MP/
                                                                     HP / J&K
                                                                                                                                   Chhattisgarh
                                                                                                          43%
                                                                                                                                  48%
                             Growth in Week 16
           Region                                         Rajasthan
                             over Pre COVID-19                            62%
                                                                                                                                         21%
            India                      31%
                                                                                        31%                                             Assam/
            HSM                        37%                                                                                              NE/Sikkim
                                                               Guj /   42%                                                     23%
                                                         D&D / DNH                      India
            South                      21%
                                                                                                                                  West Bengal
                                                                                                                         10%
                                                                   Mah / Goa      34%
                                                                                                                         Odisha

                                                                                                           13%
                                                                   Karnataka      17%                            AP / Telangana

                                                                                                        TN/Pondicherry
Growth based on Viewing Minutes                                        Kerala
Week 16 (week starting 18 April) data as compared to                              27%            32%
 Pre COVID-19 i.e.Week 2 to Week 4 (11 Jan to 31 Jan )
13
WEEK 16 OPERATED AT LOWER LEVELS THAN LAST WEEK
➢ Prime-Time has shown growth in HSM while Non Prime-Time still shows strength across India

                                                                                   140

                                                                                   120

                                                                                   100
                                           Non Prime           Prime
                           All Day                                                   80
                                             Time              Time
          India              31%               67%               0%
                                                                                     60
          HSM                37%               81%               3%
                                                                                     40
         South               21%               48%               -7%
                                                                                     20

        Growth in Week 16 (During COVID-19)                                           0
                                                                                            2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
        data as compared to Week 2 to Week 4                                               to to to to to to to to to to to to to to to to to to to to to to to to
                   (Pre COVID-19)                                                           3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26

                                                                                                                 Pre COVID-19   wk 15        wk 16

Viewing Minutes Mn, India, 2+,
Week 16 (week starting 18 April), Week 15 (week starting 11 April), Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan )
14
     ALL INDIA: NEWS & MOVIES DRIVING THE GROWTH
      ➢ At HSM Urban, GEC growth is higher as compared to All India level

                 NEWS                                        BUSINESS NEWS                                   MOVIES
                164%                                         85%                                             61%

                YOUTH                                        KIDS                                        INFOTAINMENT
                54%                                          43%                                             41%

                LIFESTYLE                                   GEC                                                         Hindi GEC grew by
                28%                                         7%                                                          31% in HSM Urban

The analysis is based on Channel Genres
Week 16 (week starting 18 April) data as compared to Pre COVID-19 i.e.Week 2 to Week 4 (11 Jan to 31 Jan )
15
GENRE-WISE SHARE : NEWS & MOVIES SHARE STARTED TO
TAPER FROM WEEK 12- STILL CONTINUE TO OPERATE AT 2X
SHARE COMPARED TO PRE COVID
                60%
                             52%
                                                   49%
                50%
                                                                                                                  44%    43%
                                                                          39%              40%            40%
                40%
                                                                                           29%            29%     27%    28%
                30%                                                       26%
                             23%                   24%
                                                                  21%                      18%        17%
                20%                                                                                              16%     15%
                                                  11%
                10%
                             7%                                            7%               7%            7%       7%     7%

                               7%                    8%
                0%
                          wk 2 to 4               wk 11                  wk 12             wk 13      wk14       wk 15   wk 16

                                                        GEC                      Movies            News         Kids

All India, 2+
Week 16 (week starting 18 April) ; Pre COVID-19 i.e.Week 2 to Week 4 (11 Jan to 31 Jan )
Showcases the TV Viewership of affluent homes
                     in 6 Megacities
Further, we also look at how OTT shows have performed
             on TV In these PrimaVU homes
17
  GROWTH OF 49% RECORDED IN MEGACITIES IN WEEK 16
  ➢ Individual viewership: Megacities grew by 41% in Currency Panel
  ➢ HD viewership is higher among Premium Audiences in PrimaVU
                                                                                                        HD/SD Viewership Split

    60%                53%54%       55%
              49%                 50%                     51%
    50%                                        47%
            41%                                         38%          39%
    40%
                                             30%                               30%                                             87%
    30%                                                                      26%                         96%
                                                                  21%
    20%
    10%
      0%
             Mega       Delhi     Mumbai     Chennai Bangalore Hyderabad Kolkata
             Cities                                                                                 Currency Panel        *Premium Panel

                            Currency Panel         *Premium Panel                                       HD channels       SD channels

 HD/SD Split bases on Viewing Minutes, Megacities, 2+, Week 16
*Premium Panel Growth is from BARC’s Product PrimaVU Individual data (measuring top 3% of Socio Economic Strata in 6 Megacities at 2+)
Currency Panel is at NCCS A, Megacities
Growth in Week 16 (week starting 18 April) data as compared to Pre COVID-19 i.e. Week 2 to Week 4 (11 Jan to 31 Jan )
18
  GENRE-WISE SHARE: NEWS ENJOYS HIGHER SHARE IN
  MEGACITIES IN WEEK 16 IN THE PREMIUM PANEL
  ➢ Comparable share of Kids and other Genres

                               6%                                                                           6%
                       7%                                                                           7%

                                                                        GEC                                                        37%
                                                       42%              News              21%
             24%         Currency Panel                                 Movies                       *Premium Panel
                                                                        Kids
                                                                        Others

                               21%                                                                           29%

*Premium Panel Growth is from BARC’s Product PrimaVU Individual data (measuring top 3% of Socio Economic Strata in 6 Megacities at 2+)
Currency Panel is at NCCS A, Megacities
Week 16 (week starting 18 April) data; Share of Viewing Minutes, Megacities, 2+
AUDIENCES : CONTENT & VIEWING
A Deep Dive Into
Megacities VS Rural Consumption
Doordarshan : Change in Ramayan Series
What are IPL viewers watching
OTT Shows on TV
VIEWERSHIP GROWTH IN MEGACITIES IS HIGHER THAN RURAL                                                                                                          20
 ➢ This is driven by higher Time spent
 ➢ In Prime-Time, Reach growth in Megacities is 2x of Rural
 ➢ ATS has declined in Prime-Time in Rural
                                                                                                                             Non Prime-Time
                                                                                                             68%
                                         Full Day                                                                                       57%
                                                       36%
                                                                                                                         33%                             30%
                                                                                                                   26%                           21%
                27%
                                                                         24%

                                 15%                                                                           India Rural                    Mega Cities
                        11%                                     10%                                                            Prime-Time
                                                                                                                                        14%      13%
                                                                                                                   6%
                                                                                                                                                         1%
                    India Rural                            Mega Cities
                                                                                                             -6%
                         Viewing Minutes             Reach         ATS                                                   -11%
                                                                                                               India Rural                    Mega Cities
                                                                                                                    Viewing Minutes    Reach       ATS

Week 16 (week starting 18 April) data as compared to Pre COVID-19 i.e.Week 2 to Week 4 (11 Jan to 31 Jan )
21
  NEWS & MOVIES GROW HIGHER IN MEGACITIES vs THE RURAL MARKET
  ➢ In Non Prime-Time, Rural growth is higher in GEC and Kids as compared to Mega Cities
                                                                       Non Prime-Time
                                             Full Day                                                                                                         203%
                                                                                                                             165%
                                                                                                                     109%                             100%
                                                                               199%                            73%
                                                                                                        58%
                                                                                                                                         35% 38%
                                      141%
                                                                                                               India Rural                      Mega Cities
                                                                        81%
                      55% 55%
                                                                                                                               Prime-Time
                                                                 32%
                                                                                                                                                              200%
                5%                                        3%
                                                                                                                             117%
                                                                                                                                                        58%
                      India Rural                               Mega Cities                                    17% 12%                          16%

                                GEC       Kids     Movies        News                                                                    -20%
                                                                                                        -25%
                                                                                                               India Rural                      Mega Cities

                                                                                                                      GEC      Kids   Movies     News

Week 16 (week starting 18 April) data as compared to Pre COVID-19 i.e.Week 2 to Week 4 (11 Jan to 31 Jan )
0
                                                                                                                                                                      120
                                                                                                                                                                            140
                                                                                                                                                                                  160

                                                                                                                                                                100

                                                                                                                                            20
                                                                                                                                                 40
                                                                                                                                                      60
                                                                                                                                                           80
                                                                                                                           06 - 06:30
                                                                                                                           07 - 07:30

                                                                                        2+/Avg. Imp in Mn
                                                                                                                           08 - 08:30
                                                                                                                           09 - 09:30
                                                                                                                           10 - 10:30
                                                                                                                           11 - 11:30
                                                                                                                           12 - 12:30
                                                                                                                           13 - 13:30
                                                                                                                                                                                                                                                  RURAL MARKET

                                                                                                            Pre COVID-19
                                                                                                                           14 - 14:30
                                                                                                                           15 - 15:30
                                                                                                                           16 - 16:30
                                                                                                                                                                                    India Rural

                                                                                                                           17 - 17:30
                                                                                                                           18 - 18:30

                                                                                                            Week 16
                                                                                                                           19 - 19:30
                                                                                                                           20 - 20:30
                                                                                                                           21 - 21:30
                                                                                                                                                                                                  ➢ Rural Market sleeps earlier than Megacities

Week 16 (week starting 18 April), Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan )
                                                                                                                           22 - 22:30
                                                                                                                           23 - 23:30
                                                                                                                                        0
                                                                                                                                            5
                                                                                                                                                 10
                                                                                                                                                      15
                                                                                                                                                           20
                                                                                                                                                                25
                                                                                                                                                                      30
                                                                                                                                                                            35
                                                                                                                                                                                  40

                                                                                                                           06 - 06:30
                                                                                                                           07 - 07:30
                                                                                                                           08 - 08:30
                                                                                                                           09 - 09:30
                                                                                                                           10 - 10:30
                                                                                                                           11 - 11:30
                                                                                                                           12 - 12:30
                                                                                                                           13 - 13:30
                                                                                                                           14 - 14:30
                                                                                                            Pre COVID-19

                                                                                                                           15 - 15:30
                                                                                                                           16 - 16:30
                                                                                                                                                                                                                                                  PRIME-TIME OPERATED AT LOWER LEVEL IN WEEK 16 IN

                                                                                                                                                                                    Mega Cities

                                                                                                                           17 - 17:30
                                                                                                                           18 - 18:30
                                                                                                                           19 - 19:30
                                                                                                            Week 16

                                                                                                                           20 - 20:30
                                                                                                                           21 - 21:30
                                                                                                                           22 - 22:30
                                                                                                                           23 - 23:30
                                                                                                                                                                                                                                                                                            22

      22
23
  NEWS: VIEWERSHIP DURING PRIME-TIME ACROSS MEGACITIES
  IS AT HIGHER
  ➢ In Rural market, time-band 08:00PM-09:00PM is at significantly higher levels than Pre Covid
  ➢ The drop post 09:00 PM in Rural is due to movement of viewers to Ramayan and then
    early wrap up of the day

                                       News : Rural                                           News : Mega Cities
  25                                                                                    7
                                                                                        6
  20
                                                                                        5
  15                                                                                    4

  10                                                                                    3
                                                                                        2
    5
                                                                                        1
    0                                                                                   0

                              Pre COVID-19                   Week 16                        Pre COVID-19      Week 16
2+/Avg. Imp in Mn
Week 16 (week starting 18 April), Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan )
24
  MOVIES & GEC: VIEWERSHIP FOR MOVIES DURING PRIME-TIME IN
  MEGA CITIES IS OPERATING AT HIGHER LEVELS THAN PRE-COVID
  PERIOD
  ➢ IN GEC, Mahabharat has performed better in Mega cities than in Rural
                                        Movies: Rural                                         Movies: Mega Cities
           50                                                                           10
           40                                                                            8
           30                                                                            6
           20                                                                            4
           10                                                                            2
            0                                                                            0

                                          GEC : Rural                                          GEC : Mega Cities
          100                                                                            20
           80                                                                            15
           60                                                                            10
           40                                                                             5
           20
            0                                                                             0

2+/Avg. Imp in Mn
Week 16 (week starting 18 April), Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan )
RAMAYAN’S TRANSITION TO UTTAR RAMAYAN
                                                                       9 PM: Final
                                                                       episode of
                                                                        Ramayan

                                                                           Week
                                                                           16:Sat
                                                       Week                                    Week
                                                       13:Sat                                 16:Sun

                                                  9 AM: Launch                         9 PM: Launch of
                                                   of Ramayan                          *Uttar Ramayan

                                                                 A BARC India product which provides actionable insights using advanced methods to
         Powered                        ADVANCED                analyze data and provide insights similar to what respondent level data would give. The
                                                                product aims to do a deep dive to understand viewing behavior of audience and provide
         By                             ANALYTICS
                                                                                      competitive advantage to decision makers

*Uttar Ramayan has 1 original airing a day at 9PM unlike Ramayan with 2 original airings at 9AM & 9PM
DROP OBSERVED AS RAMAYAN TRANSITIONED TO                                                                                                                                                                                                                                 ADVANCED
                                                                                                                                                                                                                                                                         ANALYTICS
UTTAR RAMAYAN
➢ The 9 AM drop in Week 16 is due to repeat of Uttar Ramayan
                                                                                                                                                                             Repeat of morning episode
                                                                                                                                                                                  aired in evening
   80
                                                                                                                                                                                                                                                       Start of
   70                                                                                                                                                                                                                                              Uttar Ramayan

   60

   50

   40

   30

   20
                                                                                                      9 AM (morning) airing                                        9 PM (evening) airing
   10

     0

                                                                                                                                                                             W15-Mon
            W13-Sat

                                W13-Mon

                                                    W13-Wed

                                                                                  W14-Sat

                                                                                                       W14-Mon

                                                                                                                           W14-Wed

                                                                                                                                                         W15-Sat

                                                                                                                                                                                                 W15-Wed

                                                                                                                                                                                                                               W16-Sat

                                                                                                                                                                                                                                                   W16-Mon

                                                                                                                                                                                                                                                                       W16-Wed
                      W13-Sun

                                                                        W13-Fri

                                                                                            W14-Sun

                                                                                                                                               W14-Fri

                                                                                                                                                                   W15-Sun

                                                                                                                                                                                                                     W15-Fri

                                                                                                                                                                                                                                         W16-Sun

                                                                                                                                                                                                                                                                                           W16-Fri
                                                                                                                                                                                                           W15-Thu
                                          W13-Tue

                                                              W13-Thu

                                                                                                                 W14-Tue

                                                                                                                                     W14-Thu

                                                                                                                                                                                       W15-Tue

                                                                                                                                                                                                                                                             W16-Tue

                                                                                                                                                                                                                                                                                 W16-Thu
Market: HSM, TG: 2+/Imp’Mn
Week 16 (week starting 18 April), Week 15 (week starting 11 April), Week 14 (week starting 4 April), Week 13 (week starting 28 March)
VIEWERSHIP HAS DROPPED BY 46% AS RAMAYAN                                                                ADVANCED
                                                                                                        ANALYTICS
TRANSITIONED TO UTTAR RAMAYAN IN WEEK 16
                   Morning 0900-1000
                     Imp'000 (Avg)                                        Morning 0900-1000 hrs
               54,657
                                                                      2,021

                                                                       New
                                    18,493                            Viewers
                        -36,164                                                 -8,259     -8,973
                                                                                Shifted     TV Off
           Ramayan        Uttar Ramayan                   -20,952               Viewers
                                                          Common
         WK15 (Mon - Fri) WK16 (Mon - Fri)                 Viewers
                                                                                                     -36,164.16
                                                                                                       Total DIff
                 Prime Time 2100-2200                                    Prime Time 2100-2200 hrs
                     Imp'000 (Avg)
                                                                      4,717
              68,407
                                     48,553                            New
                                                                      Viewers
                                                                                           -6,690
                        -19,853                                                  -5,031
                                                           -12,849               Shifted   TV Off
                                                           Common                Viewers             -19,853.98
                                                            Viewers
                                                                                                      Total DIff
           Ramayan        Uttar Ramayan
         WK15 (Mon - Fri) WK16 (Mon - Fri)
Source: BARC Advanced Analytics || Channel Deep Viewing
HSM/2+
MORNING VIEWERS MOVED TO NEWS, KIDS & MUSIC                                                                               ADVANCED
                                                                                                                          ANALYTICS
WHILE EVENING VIEWERS MOVED TO OTHER GEC & MOVIES

               GEC                                              Movies                                    News
                       38.6%
                                                                        32.9%
                                                                                                  23.1%
                                                           26.0%                                               20.6%
       23.7%

      Morning       Prime Time                         Morning        Prime Time                  Morning    Prime Time
     0900-1000      2100-2200                         0900-1000       2100-2200                  0900-1000   2100-2200

               Kids                                                Music
                                                                                   In the morning time band viewers tuned into
                                                                                   News, Kids and Music
       12.1%                                               11.4%

                                                                                   In the Prime-Time, viewers preferred more GEC
                       3.6%                                                        and Movies. Most viewers who shifted to other
                                                                           1.5%
                                                                                   GEC channels preferred Mythological dramas
       Morning      Prime Time                             Morning    Prime Time
      0900-1000     2100-2200                             0900-1000   2100-2200

Source: BARC Advanced Analytics || Channel Deep Viewing
VIEWING BEHAVIOUR OF THE *HEAVY VIEWERS OF                                                                                         ADVANCED
                                                                                                                                   ANALYTICS
IPL 2019
 ➢ During week 13-16, IPL core viewers had 20% viewership contribution from Sports
   Channels which reduced to 2% in 2020
 ➢ Their viewership largely shifted to GEC, Movies and News
                                                                             1% 1%                                        1%
                                                                        4%
                                                                                                                         3% 1%
          Core Viewers of IPL-12                                                                   GEC
                ATS on TV                                          6%                                                   6%
                                                                                                   Movies
                                   05:28
                                                             9%                                    Sports
           04:48
                                                                                             38%
                                                                                                                  19%                    40%
                                                                                                   News
                                                                        W13-16 2019                Kids
                                                                                                                         W13-16 2020

                                                       20%                                         Music     2%
                                                                                                   Infotainment

     W13-16' IPL 2019 W13-16' CoVID 2020                                      21%                  Others                    28%

*Heavy Viewers : Top 33% audiences for the entire IPL season
SMH Analysis to find the heavy viewers of IPL-12 season, Advanced analytics to compare viewing
behaviour in current COVID period and last year same period
India/2+
3030
   “CHHOTA BHEEM” ON DD NATIONAL IMPROVES SLOT
   VIEWERSHIP
   ➢ Kids (2-14 years) contributed 38% of the slot viewership

                            11x                                                                     20x

                                                  1729                                      34
                                                                                                                662
              154

                                                                                        Pre COVID-19
        Pre COVID-19
                                                                                                                Week 16
                                                  Week 16
                                                                                                 HSM/2-14 yrs
                         HSM/2+

HSM / Imp’000 {Avg}/All days at 14:00-14:30
Week 16 (week starting 18 April), Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan )
IS OTT AUDIENCE DIFFERENT THAN TV
3232
   PERFORMANCE OF WEB ORIGINALS IN HINDI GEC:HSM URBAN
   ➢ Web Originals have not worked well among HSM Urban Audiences
   ➢ All shows have dropped compared to immediate week as well as Pre COVID period

                                                                 Star Plus                                                             Zee TV
                                                                                                        6650     7293        837
       2987                  547                255

      Pre                 Week 14          Week 15-16                                                  Pre
                                                                                                                Week 11   Week 12-16
    COVID-19                                                                                         COVID-19

       3898                 3859                 750                                                    1654     2228        497

                                                                    Zee TV                                                             Zee TV
                                                                                                       Pre
      Pre                                                                                                       Week 11   Week 12-16
                         Week 11           Week 12-15                                                COVID-19
    COVID-19
HSM Urban / 2+/ Imp’000 {Avg}; Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan)
Hostages:2230-2300 ; Karrle Tu Bhi Mohabbat: 2100-2200; Baarish: 2200-2230; Kehne ko Humsafar hain: 2230-2300
3333
  PERFORMANCE OF WEB ORIGINALS IN HINDI GEC:PRIMAVU
  ➢ Web Originals have been able to perform well among Premium Audiences
  ➢ Largely all shows have increased compared to previous week

                                                                  Star Plus                                                            Zee TV
          19                    4                  7                                                     25       24         16

        Pre                Week 14           Week 15-16                                                Pre
                                                                                                                Week 11   Week 12-16
      COVID-19                                                                                       COVID-19

                                                                                                           2      10         13
          11                  13                  18

                                                                     Zee TV                                                            Zee TV
                                                                                                       Pre
                                                                                                                Week 11   Week 12-16
        Pre                                                                                          COVID-19
      COVID-19             Week 11           Week 12-15
PrimaVU/ HSM/ Megacities/ 2+/ Imp’000 {Avg}; Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan)
Hostages:2230-2300 ; Karrle Tu Bhi Mohabbat: 2100-2200; Baarish: 2200-2230; Kehne ko Humsafar hain: 2230-2300
ADVERTISING TRENDS
35
    OVERALL FCT: AD VOLUME LARGELY STABLE IN THIS WEEK

                                                     253                                              7%
                                                                                                                     -1%
                                                                                                            221             219
                                                                                     207

                                                 Week 13                          Week 14                  Week 15         Week 16

FCT in Lacs
Week 14 (week starting 4 April); Week 15 (week starting 11 April); Week 16 (week starting 18 April)
36
     AD VOLUME BY GENRE: MOST OF THE GENRES ARE STABLE
    ➢ Movies increase FCT in Week 16

                                                                               Week 14          Week 15          Week 16
                          100
                                     86
                                82        84
                           80
            FCT in Lacs

                           60
                                                    49 49
                                                             48                  42 44
                           40                                               36

                           20                                                                         14 16 16
                                                                                                                           5 6 6     3 3 2           2 2 2
                            0
                                 News                  GEC                    Movies                   Music                Kids   Infotainment   Business News

*Only a few Genres mentioned above
 FCT in Lacs
Week 14 (week starting 4 April); Week 15 (week starting 11 April); Week 16 (week starting 18 April)
37
    AD VOLUME IN NEWS BY LANGUAGE:
    OVERALL NEWS GENRE GROW VS PRE-COVID PERIOD
    ➢ Highest growth in Hindi, English, Gujarati Oriya

                        45
                                       38
                                       38

                        40
                                  35

                        35                                               W 2-4        W 14        W 15        W 16
                             32

                        30
          FCT in Lacs

                        25
                        20
                        15
                                              8.7

                                                                            8.0
                                             7.2
                                            6.6
                                            6.6

                        10
                                                            6.0

                                                                          5.9
                                                            5.7

                                                                                        5.6
                                                            5.6
                                                     5.5

                                                                         5.5
                                                            5.5

                                                                         5.3
                                                     5.0
                                                     4.9

                                                                                                    4.9

                                                                                                                             4.5
                                                                                                                             4.3
                                                                                                                             4.3
                                                                                      4.1
                                                    4.1

                                                                                                   4.0
                                                                                      4.0

                                                                                      3.9

                                                                                                   3.8

                                                                                                                3.7
                                                                                                                3.6

                                                                                                                            3.5
                                                                                                   3.5

                                                                                                               3.4

                                                                                                                                          3.1

                                                                                                                                                      3.0
                                                                                                               2.9

                                                                                                                                          2.9

                                                                                                                                                      2.8
                                                                                                                                                      2.7
                                                                                                                                                      2.6
                                                                                                                                          2.6

                                                                                                                                                            2.4
                                                                                                                                                            2.3
                                                                                                                                                            2.0
                                                                                                                                                            1.9
                                                                                                                                         1.8
                         5

                                                                                                                                                                  0.7
                                                                                                                                                                  0.5
                                                                                                                                                                  0.4
                                                                                                                                                                  0.1
                         0

FCT in Lacs
Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan); Week 14 (week starting 4 April); Week 15 (week starting 11 April); Week 16 (week starting 18 April)
FILLS PER HOUR IN 8:00 – 24:00
Top Standard Definition Channels
39
    *GEC FILL LEVELS: HINDI AND TAMIL GEC DECLINED LESSER
    DECLINE AS COMPARED TO PRE COVID PERIOD

                                                                                       Fills in Mins/ Hr
                                                             11.6                                              11.8
                                                                                                                            10.8
                                                                                             10.3
                              9.9

                                                                                                                      6.7

                                       5.2
                                                                      4.5                            4.2                           4.5

                              Hindi GEC                    Kannada GEC                     Malayalam GEC       Tamil GEC    Telugu GEC
                                                                                            Wk 2-4     WK 16
Time Band : 08:00-24:00
*Hindi GEC:-Top 8 Channels basis viewership & DD National and DD Bharathi considered
Rest regional GEC:- Top 5 channels considered
Pre Covid i.e. Week 2 to Week 4 compared against Week 16
40
     NEWS FILL LEVELS: MARGINAL DECLINE IN HINDI & ENGLISH NEWS

                                                  12.6
                                                           12.0           Fills in Mins/ Hr

                                                                                                       10.5
                                                                    9.6
                                                                                                              9.2    9.0

                          6.3
                                 5.9                                                      5.8                              5.6
                                                                          5.3
                                                                                                4.1

                       English News               Hindi News      Kannada News        Malayalam News   Tamil News   Telugu News
                                                                            Wk 2-4     WK 16
Time Band: 08:00-24:00
Only top 5 channels basis viewership considered
Pre Covid i.e. Week 2 to Week 4 compared against Week 16
41
     MOVIES FILL LEVELS: HINDI MOVIES HAS LESSER DROP

                                                                            Fills in Mins/ Hr
                             12.0
                                                                                                                    11.1
                                                             10.2
                                       9.6                                         9.8

                                                                                                     8.2
                                                                                          7.1                              7.3
                                                                    6.4
                                                                                                           5.1

                             Hindi Movies                  Kannada Movies      Malayalam Movies     Tamil Movies   Telugu Movies
                                                                                 Wk 2-4     WK 16
Time Band: 08:00-24:00
Only top 5 channels basis viewership considered
Pre Covid i.e. Week 2 to Week 4 compared against Week 16
42
   INVENTORY LEVELS TOP 10 AND NEXT 40 (WEEK 16 VS WEEK 15)
   ➢ Top 10 Advertiser inventory drops marginally by 4%
   ➢ While Next 40 drops by 10%

            60
                                                                                      Wk 14           Wk 15     Wk 16
                                                                                                                                                             51
            50                                                                                                                                          46        46

            40

                     29
            30            27 26

                                          20
            20                                 19

                                     13
                                                    10 9
            10                                              7
                                                                     4 5
                                                                         6          5 5 6                 5 4                 4 3
                                                                                                      3             3 4              4 4 3
                                                                                                                                                  2 1
                                                                                                                1         1                   1
              0
                       HUL              RB          GOVT OF         Colgate           GSK             GCMMF     ITC LTD   WIPRO     GOVT OF   P&G       Next 40
                                                     INDIA                                                                          MADHYA
GSK – includes Horlicks & Boost Brands                                                                                              PRADESH
Top 10 Advertisers basis Week 16
FCT in lacs
Week 14 (week starting 4 April); Week 15 (week starting 11 April); Week 16 (week starting 18 April)
43
   TOP ADVERTISERS: GEC GENRE
    ➢ GSK, ITC & Colgate have increase FCT compared to last week

                                                                                                 Week 15         Week 16
                                        12.0
                                               10.8
                                                  10.3
                                        10.0

                                         8.0
                          FCT in Lacs

                                         6.0

                                         4.0             3.6           3.4
                                                               3.3
                                                                             3.0
                                                                                           2.6
                                                                                     2.0
                                                                                                     1.8
                                         2.0                                                               1.4
                                                                                                                    0.8 1.1   0.9 1.1
                                                                                                                                         0.4 0.4                   0.6 0.4
                                                                                                                                                       0.2 0.4
                                         0.0
                                                 HUL     RECKITT     GOVT OF INDIA    GSK           WIPRO (G)       ITC LTD   COLGATE   ABBOTT (G)     NATIONAL      RBI
                                                                                                                                                     INFORMATICS
                                                                                                                                                        CENTRE

FCT in Lacs (Excluding Broadcaster inventory)
GSK – includes Horlicks & Boost Brands
Week 15 (week starting 11 April); Week 16 (week starting 18 April)
44
   TOP ADVERTISERS: NEWS GENRE
   ➢ Reckitt, HUL, National Informatics Centre increase FCT

                                                                                             Week 15        Week 16
                                        4.0
                                                           3.7

                                        3.5
                                                    3.2
                                              2.9                3.0
                                        3.0                            2.8
                                                                             2.7
                                        2.5
                          FCT in Lacs

                                                                                   1.9 2.0      1.8
                                                                                                      1.9            1.9
                                        2.0                                                                                        1.8
                                                                                                                             1.6
                                                                                                                                               1.4   1.5 1.4
                                        1.5                                                                                              1.3
                                                                                                                                                                       1.0
                                        1.0
                                                                                                                                                                 0.6
                                        0.5                                                                    0.4

                                        0.0
                                              RECKITT     GOVT OF MP   GCMMF        HUL         PICCADILY     GOVT OF        NATIONAL    COLGATE     LIC INDIA   AMAZON
                                                                                                  AGRO         DELHI       INFORMATICS                           ONLINE
                                                                                               INDUSTRIES                     CENTRE
                                                                                                   LTD

FCT in Lacs (Excluding Broadcaster inventory)
GSK – includes Horlicks & Boost Brands
Week 15 (week starting 11 April); Week 16 (week starting 18 April)
45
   TOP ADVERTISERS: MOVIE GENRE
    ➢ GSK, Colgate & Amazon have increased their FCT

                                                                                                Week 15       Week 16
                                               12.0

                                                      9.8 9.7
                                               10.0

                                                8.0
                                 FCT in Lacs

                                                                6.3
                                                6.0                   5.2

                                                4.0

                                                                                  2.1         2.0
                                                                            1.7         1.5         1.8 1.7            1.7
                                                2.0                                                                                1.4
                                                                                                                 1.0         1.1                 1.2    1.1 1.0   1.2
                                                                                                                                           0.8                          0.9

                                                0.0
                                                       HUL      RECKITT      GSK        COLGATE     GOVT OF      AMAZON      ITC LTD     NETFLIX INTL   GCMMF     WIPRO
                                                                                                     INDIA       ONLINE

FCT in Lacs (Excluding Broadcaster inventory)
GSK – includes Horlicks & Boost Brands
Week 15 (week starting 11 April); Week 16 (week starting 18 April)
46
   TOP ADVERTISERS: KIDS GENRE
    ➢ ABBOTT, Flipkart and Think & Learn increase their FCT

                                                                                               Week 15        Week 16
                                        1.4

                                        1.2               1.2

                                        1.0         0.9
                                              0.9               0.9
                          FCT in Lacs

                                        0.8

                                        0.6

                                                                      0.4                                        0.4
                                                                            0.4                   0.4                                                              0.4
                                        0.4                                              0.3            0.3            0.3
                                                                                                                                   0.2   0.2 0.2           0.2
                                                                                   0.2                                                                                   0.2
                                        0.2                                                                                                          0.1
                                                                                                                             0.1
                                        0.0
                                              RECKITT      HUL        COLGATE     ABBOTT (G)      ITC LTD         GSK        FLIPKART    GCMMF     THINK & LEARN    P&G
                                                                                                                                                      PVT LTD

FCT in Lacs (Excluding Broadcaster inventory)
GSK – includes Horlicks & Boost Brands
Week 15 (week starting 11 April); Week 16 (week starting 18 April)
47
   FCT CONSUMPTION FOR WK 16: ESSENTIAL AND SOCIAL CONTRIBUTE
   TO ABOUT 77% OF THE OVERALL INVENTORY IN WEEK 16

                                  Week 15 FCT %                                                                         Week 16 FCT %

                           20 Lacs                                                                                              20 Lacs
                                     9%                                                                                                9%
                                                                                                                 30 Lacs
                                                                   101 Lacs                                                                   99 Lacs
           29 Lacs 13%                                                                                                      14%

                                                             46%                                                                            45%

                            32%                                                                                                32%
              70 Lacs                                                                                             70 Lacs

*Essential Products considered from current scenario:
 Banking/Finance/Investment, Food & Beverages, Household Products, Personal Care/Personal Hygiene, Personal Healthcare, Telecom etc.
 Week 16 FCT %
48
   TOTAL BRANDS ON TV:
   MARGINAL DROP IN WEEK 16 vs PREVIOUS WEEKS

                                                                                Wk 2-4          Week 14            Week 15           Week 16

                                                       3206
   3500

   3000

   2500

                                                                                      2051

                                                                                                                    2013

                                                                                                                                                   1947
                Count of Brands

   2000

   1500

   1000

     500

        0

Brand Count Week wise
Pre Covid i.e. Week 2 to Week 4 (11 Jan to 31 Jan); Week 14 (week starting 4 April); Week 15 (week starting 11 April); Week 16 (week starting 18 April)
49
   NEW BRANDS WEEK ON WEEK:
   MARGINAL DECLINE IN NEW BRANDS THIS WEEK
                                                                                   Wk 14        Wk 15       Wk 16

                                                              280
  300

                                                                                                      265

                                                                                                                    258
  250

  200
                Count of Brands

  150

  100

    50

      0

New Brands – Brands present in Current week and not in previous week
Brand Count Week wise
Week 14 (week starting 4 April); Week 15 (week starting 11 April); Week 16 (week starting 18 April)
INVENTORY LEVELS OF ‘SUMMER SKEWED’ CATEGORIES                                                                                                                                                                                                                                                      50

    ➢ Most of the categories sustained FCT levels in Week 16
    ➢ Soft Drinks & Squashes have marginally grown

                                                                                                                                            2019 Wk 14-16      Wk 14                     Wk 15                     Wk 16

    4.0
                                              3.5
    3.5                                                                                                   3.2
                                                                                                                                                                                                                                                          2.9
    3.0
    2.5
             2.0                                                                                                                                                1.9                         2.0
    2.0
                                        1.6
                                        1.5

    1.5                                                                  1.2
                                                                                                                                                  0.8
                                                                               0.50
                                                                               0.47
                                                                               0.47

                                                                                                                 0.46
    1.0

                                                                                                                0.37
                                                                                                                0.33

                                                                                                                                                        0.25
                                                                                                                                                        0.24
                                                                                                                                                        0.22

                                                                                                                                                                      0.17

                                                                                                                                                                                                  0.15
                                                                                                                                                                      0.15

                                                                                                                                                                                                  0.13
                                                                                                                                                                      0.12

                                                                                                                                                                                                  0.10
                   0.2

                                                                                                                                                                                                                                 0.06
                                                                                                                                                                                                                                 0.06

                                                                                                                                                                                                                                 0.06

                                                                                                                                                                                                                                                                0.04
                                                                                                                                                                                                                                                                0.04

                                                                                                                                                                                                                                                                0.04

                                                                                                                                                                                                                                                                                        0.04

                                                                                                                                                                                                                                                                                        0.04
                                                                                                                                                                                                                                                                                        0.02
                                                    0.02
                                                    0.02
                                                    0.01

    0.5                                                                                                                                                                                                                    0.2                                                    0.1
    0.0

                                                                                                                                                                                                                                                                                        MINERAL WATER
                                                                                                                                                        FANS

                                                                                                                                                                      AIR CONDITIONERS
                     SOFT DRINK NON AERATED

                                                                                                                                                                                                  ELECTRONICS/DURABLES

                                                                                                                                                                                                                                                                POWDERS/LOTIONS
                                                    SOFT DRINK AERATED

                                                                                                                ICE CREAM/FROZEN DESSERTS
                                                                               SQUASHES/CORDIALS/SYRUPS

                                                                                                                                                                                                                                 CONSUMER DURABLES/HOME

                                                                                                                                                                                                                                                                  PRICKLY HEAT
                                                                                                                                                                                                     RETAIL OUTLETS-

                                                                                                                                                                                                                                       APPLIANCES
*Only a few Categories mentioned above
 FCT in lacs
 Week 14– 16 2019 Avg FCT Excluding IPL compared with Week 14 (week starting 4 April); Week 15 (week starting 11 April); Week 16 (week starting 18 April)
SMARTPHONE CONSUMPTION LANDSCAPE
SMARTPHONE HIGHLIGHTS FROM TODAY’S SESSION

1. Covid saliency in search waning, Down to 32% now, in Top 100 Google Searches..

2. From the Peak increase of 3 hrs 48 mins/ day in W3 on their Smartphone, W6 saw 3 hrs 41 mins /day

3. Gaming, Education & Video Conference apps , the Biggest Gainers during Covid lockdown.

4. Covid Lockdown leads Audiences to their interests - Increase for Cooking Apps / Fitness / Self Dev Apps

5. News Continues to evoke Massive Interest among Audiences.

6. SMARTPHONE       BEHAVIOUR
   Strong gains for Movies & Original Series within OTTs continue.

7.   Social Media continues to ride High on a large user base.

8. Lack of Sports pushes the Sports Audiences to more Virtual Connectedness & Gaming Apps.

9. Digital Video Ad Spends (select platforms studied) - Between W 3/4/5 > W5 was the lowest across most

     catg.
                                                                                                       52
A LOOK AT SOME TRENDS SEEN
GLOBALLY
54
US : STREAMING TIME ON CONNECTED TELEVISION SEES A MASSIVE
SPURT                                                                                                                                          Om
                                                                                                              121%
                              WEEKLY VS. YEAR AGO                                                            168.7                   131%
                              Weekly,Persons 2+, Percent of Total Streaming Minutes                                                             OTHERS
                                                                                                                                     161.4
                                                                                                                                               YOUTUBE
                                                                                                              28%
                                                                                                                                       29%
Total Streaming Minutes P2+

                                                                                                                                               NETFLIX

                                                                                                                                               HULU
                                                      76.4
                                                                                      69.8                    21%                               AMAZON
                                                                                                                                       19%
          (Billions)

                                                      23%
                                                                                      24%
                                                      19%                                                                                    % Increase v/s
                                                                                      21%                     32%                      33%   same period in
                                                                                                                                                  2019

                                                      35%                             34%
                                                                                                              12%
                                                      15%                                                                            12%
                                                                                      12%
                                                                                      9%                       8%                      7%
                                                      7%

                                             2019 WEEK OF...                                                         2020 WEEK OF...

      Source: Nielsen, Custom Streaming Meter Report, Sum of Daily Streaming Minutes (weighted), P2+, Total Day, Others calculated
      as the difference between total streaming and the sum of the major 4 digital publishers
55
INCREASES ALL OVER, SPECIALLY NEWS.
                   COVID-19 AND THE STATE OF MEDIA IN THAILAND

                                                                 ZERO COVID
                                                                  PROPERTY
                                                                    ADS
56
OVERALL EXPANSION OF TV VIEWING
SOME INCREASE IN TRUST FOR ONLINE NEWS IN MALAYSIA
               MALAYSIA                         PHILIPPINES
INDIA
SMARTPHONE BEHAVIOR

                      57
58
COVID RELATED SEARCHES SEEN TO WANE IN WEEK 6
                                                                                                                 Om
                                     TOP GOOGLE SEARCHES OVER THE WEEKS

                                                                 39%               37%               32%
                8%
                          COVID RELATED SEARCH TERMS            WEEK 4             WEEK 5            WEEK 6
      PRE COVID-WEEK 1
                                                                4th April         11th April        18th April
                                                                              COVID-19 Disruption

Top 100 Google Searches by Frequency are considered for above
Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
59
FROM A 12% INCREASE SEEN IN WEEK 3, THE INCREASE VERSUS
PRECOVID IS NOW DOWN TO 9%
                                                                                                                       SHARE OF TIME SPENT ON VARIOUS ACTIVITIES
                                                                                                                        ON THE SMARTPHONE-COVID DISRUPTION IN
                        Pre COVID-19                                     COVID-19 Disruption
                                                                                                                                        WEEK 6

                                                          Week 4                Week 5               Week 6
                                                                                                                                       Others
Daily Time Spent             16.1                           18.1                 17.8                 17.7                              11%        Chat & VOIP
 on smartphone          Billion mins                   Billion mins         Billion mins         Billion mins                                         18%
                                                                                                                         Browsing
                                                                                                                            6%

                                                                                                                      Gaming
                                                                                                                       10%                  3 HRS 41 MINS
                                                                                                                                                            Social
                                                                      +9%                                                                      per day    Networking
                                                                                                                                                                  15%
                                                                                                                                                +9%
                                                                                                                         Calling
                                                                                                                          9%
      Data
Consumption per                                                                                                                                       Utility &
                            1 GB                         1.19 GB               1.16 GB             1.16 GB                            Video
  day per user                                                                                                                                         Phone
    (in GB)                                                                                                                         Streaming         Features
                                                                                                                                       14%              16%

Others includes-Offline Multimedia, BFSI/Payment, E-Commerce, News Apps, Education, Health, .Astrology, Dating Apps, Mobile Coupons,etc.

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
THE WATERFALL OF INCREASE : SOCIAL NETWORKING CONTRIBUTION IN                                                  60

INCREASE STAYS STRONG, GAMING A HUGE CONTRIBUTOR !

                                                              Week 3 Vs Pre-COVID      Week 5+6 Vs Pre COVID

           Daily Avg. Time/Consumers                                3 hrs 48 mins          3 hrs 42 mins

            Increase in Daily Avg Time                                 +12.4%                 +9.8%

                                    % CONTRIBUTION OF VARIOUS ACTIVITIES IN INCREASE

                   Chat & VOIP                                          34%                    28%

                 Social Networking                                      28%                    27%

                      Gaming                                            22%                    30%

                        VOD                                             10%                     8%

                       Others                                            5%                     8%

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
61
 DIFFERENT STROKES IN DIFFERENT AUDIENCE GROUPS !!
 SPURT OF INCREASE FOR FEMALES IN GAMING & EDUCATION LARGELY ON ACCOUNT OF OLDER
 FEMALES
                  % CHANGE IN TIME SPENT PER USER PER                                                                                                                               Premium
                                                                                       All Smartphone
                         WEEK BY CATEGORIES                                                                                         Male                     Females                Audiences
                                                                                            Users
                                   (WEEK 6 VS PRE COVID)                                                                                                                         (Metros,NCCS A1)

                                   SOCIAL NETWORKING                                         +36%                                  +39%                        +32%                  +37%

                                           GAMES                                             +49%                                  +48%                        +55%                  +52%

                                         NEWS APPS                                           +27%                                  +31%                        +21%                  +90%

                                        CHAT & VOIP                                          +28%                                  +27%                        +28%                  +36%

                                         EDUCATION                                           +38%                                  +30%                        +53%                  +27%

                                    VIDEO STREAMING                                           +7%                                   +9%                         +5%                  +27%

                                  VIDEO CONFERENCING                                        +427%                                 +363%                       +494%                  +266%

Virtual Drives include: Google Drive app, OneDrive, EasyShare app, MEGA, Dropbox, Samsung Cloud, JioCloud, Slideshare presentation app, MyAppSharer app, ASUS web storage, etc
Education includes: Doubtnut,Google Classroom,Unacademy Learning App,Udemy,GradeUp,Byjus,etc.

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
COVID Disruption W6 as compared to Pre COVID-19
PEOPLE SEEN TO BE USING THE LOCKDOWN PERIOD TO HONE NEW                                                                                         62

 SKILLS, WORK ON THEIR HEALTH & WELLNESS AND EXPLORE OTHER
 INTERESTS!
                                                                               Analysis Done For - Premium Audiences - Metros NCCS A1

                                                                                      TIME SPENT ON FITNESS =               1.4X TIMES

                                                                              TIME SPENT ON COOKING RECIPES =                      2.7X TIMES

                                                                                    TIME SPENT ON SELF HELP =                2.8X TIMES
                                                                                       TIME SPENT ON OTHER INTERESTS =                    2.6X
                                                                                                                        TIMES
                                                                              OTHER INTERESTS: READING,CODING,SKETCHING,PLAYING MUSICAL
                                                                              INSTRUMENTS,ETC.
                                                                              Basis Apps and Top 100 YouTube channels

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
COVID Disruption W6 as compared to Pre COVID-19
COVID-19 INDUCED VOLATILITY RESULTS IN INCREASED CONSUMPTION OF                                                                                                                                                                  63
TRADING APPS OBSERVED DURING CORE TRADING TIME AND AROUND
MARKET CLOSURE
                                                                                                           % USERS/WEEK                                   TIME SPENT/USER/WEEK(Min)

                                                   TRADING APPS                                                      4% +31%                                                 57 mins +1%

                                    STOCK MARKET BEARS & BULLS                                                      13% +19%                                             1 hr 52 mins +19%

                               Stock Market Bears & Bulls - NCCS A Working Males over 25+ coming from Metros

                                    SHARE OF TIME SPENT BY DAYPARTS FOR THE STOCK MARKET BEARS & BULLS
                                                                                         5%
                                                                                               58%
                                                                               56%
                                                                                                                                                                                                   PRE COVID

                                                                                                                                                                                                   COVID DISRUPTION (WEEK 4-6)

                                           18%             18%
                  25%                                                                                                                                           33%
                                                                                                                          40%
                                                                                                                                                     9%                                          20%
         4%                                                                                                                       7%                                6%                                          4%
                        3%                                                                                         5%                                                                  5%          4%                     3%
         PRE MARKET
                                         MARKET OPEN                         TRADING TIME                     MARKET CLOSURE                           EVENING                           NIGHT                    LATE HOURS
             OPEN
                                       (9:00 AM-10:00 AM)                  (10:00 AM-3:00 PM)                  (3:00 PM-4:00 PM)                   (4:00 PM-8:00 PM)              (8:00 PM-11:00 PM)           (11:00 PM-4:00 AM)
       (4:00 AM-9:00 AM)
Trading Apps included:Olymp Trade,Angel Broking,IQ Option,Expert Option-Binary Options,Kite 3 by Zerodha,5Paisa Trading & Robo Advisory,Binomo,Moneycontrol,ShareMobile Pro,MCX Live by Market
Pulse,etc.
Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
64
NEWS CONTINUES TO EVOKE MASSIVE INTEREST

                                                                                                            NUMBER OF
                                                                                     % USERS/WEEK
                                                                                                         VIEWS/WEEK/USER
                                                     TOTAL NEWS
                                                                                      46%      +22%             20   +38%
                                               (APPS+WEBSITES+VIDEO)

                                                                   NUMBER OF                                                                            NUMBER OF
                                         % USERS/WEEK           VIEWSWEEK/USER                                               % USERS/WEEK            VIEWS/WEEK/USER

                      NEWS APPS             21%      +11%            16 +21%                            NEWS WEBSITES             14%    +20%             24 +51%

                   News Apps includes all types of apps like aggregators, Hindi,                        Websites includes top 50 news websites
                   English, Regional. Examples of apps are Dailyhunt, Newspoint,
                   Dainik Bhaskar, Aaj Tak
                                                                                                                                          # News         Pre         Week
                                                                                                                                         Channels       COVID        5+6
                                                                                                          NUMBER OF
                                                                               % USERS/WEEK            VIEWS/WEEK/USER                   Average         2.2         2.6

                                                                                                                                                    Share of Users
                                                       VIDEO NEWS              26%    +52%                 10    +41%
                                                                                                                                             1           53%         42%

                                                                                                                                             2           20%         22%
                                                Video News includes TV news channels streamed on YouTube, JioTV, Hotstar, MX Player & Zee5
                                                                                                                                             >3          27%         35%

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
COVID Disruption W5+W6 as compared to Pre COVID-19
Based on COVID Weeks 4,5,6 (4th Apr - 24th Apr)
                                                                                                                                                                65
 TOP VIDEO NEWS CHANNELS IN COVID TIMES ON SMARTPHONE
                                                  VIDEO NEWS               26%     +52%               10   +41%

                      Ranked in order of gross consumption (time spent on a content aggregated across all users who watched that
                                                                     content)
   1              2               3                4              5                 6             7                8               9                10

                                      India TV         Zee News   TV9 Telugu        NDTV India     TV9 Marathi     ABP Ananda           V6 News     ABP Majha
       Aaj Tak      ABP News

                                                 Ranked in order of % unique users who watched the content

   1              2               3                4              5                 6             7                8               9                10

                                                                                                                       Rajasthan
       Aaj Tak                        India TV         Zee News                                                         Patrika
                                                                      NDTV India     TV9 Telugu   BBC News Hindi                       NTV Telugu    India Today
                    ABP News

                       Based on TV news channels streamed on YouTube, JioTV, Hotstar, MX Player & Zee5
Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
IN THE SPOTLIGHT :
- EVOLUTION OF GAMING
- SPORTS ENTHUSIASTS

                        66
GAMING HAS SEEN A CONTINUAL INCREASE OVER THE WEEKS ON BOTH                                                                                                  67

REACH & TIME SPENT, A MIX OF BOTH ADULTS & KIDS AT HOMES, GAMING
                                                                               % USERS/WEEK                      TIME SPENT/USER/WEEK(Min)

                                    GAMING                                       72% +20%                               3 hrs 45 mins +49%

  HOW REACH FOR GAMING HAS MOVED W-O-W COMPARED TO PRE-                                     HOW HAS TIME SPENT ON GAMING MOVED W-O-W COMPARED TO
                         COVID?                                                                                   PRE-COVID?

                                                                          20%
                                                                                                                                                       3 hrs 45 mins
                                                                                   72%

 60%                                                                                        2 hrs 31 mins

PRE COVID      WEEK 1      WEEK 2      WEEK 3        WEEK 4      WEEK 5       WEEK 6     PRE COVID    WEEK 1   WEEK 2     WEEK 3     WEEK 4   WEEK 5    WEEK 6

COVID Disruption as compared to Pre COVID-19

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
68
GAMING SHOWS DYNAMIC EVOLUTION WITH SHIFTS IN TOP RANKING
PLAYERS AND SOME NEW ENTRANTS INTO THE TOP 30!
                                                                              % USERS/WEEK                    TIME SPENT/USER/WEEK(Min)

                                     GAMING                                    72% +20%                            3 hrs 45 mins +49%

                     SORTED BASIS % USERS/WEEK
                                           COVID DISRUPTION
                         PRE COVID
                                                WEEK 6

                          PUBG                LUDO KING
                                                                                                    NEW ENTRANTS IN THE TOP 30
                   CANDY CRUSH SAGA             PUBG

                        FREE FIRE         CANDY CRUSH SAGA

                                                                                          Mini Joy Lite
                                                                                                                                           Ludo Club
                        DREAM 11              FREE FIRE                                                                    Dr Driving
                                                                                                           Call Break

                       LUDO KING            CARROM POOL

                                                                                          Rummy Circle
                                             MPL-MOBILE
                     CARROM POOL
                                           PREMIER LEAGUE
                                                                                                                                Ace2Three Rummy

                                                                                                          Bubble Shooter
                       GOLD QUIZ              PUBG LITE

                       PUBG LITE             BULB SMASH

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
LACK OF SPORTS PUSHES THE ENTHUSIASTIC AUDIENCES TO                                                                                            69

 GREATER VIRTUAL CONNECTEDNESS & ALSO TO GAMING APPS !

    GOING INTO THE LOCKDOWN ENTHUSIASTS                                   Analysis Done For - Sports Enthusiasts
    WERE 12% HIGHER ON THEIR SMARTPHONE
    CONSUMPTION.. NOW THEY ARE AT PARITY                                 % CHANGE IN TIME SHARE ON                           COVID
                                                                                                              PRE-COVID
                                                                               CATEGORIES                                 DISRUPTION   DIFFERENCE
                                                                                                                SHARE
                                                                                (WEEK 4-6 VS PRE COVID)                      SHARE
                                                   COVID
                      PRE COVID                 DISRUPTION
                                                  WEEK 6
                                                                                      SPORTS APPS                  10%       1%           -9%

                                                                                     VIDEO STREAMING               15%       14%          -1%
                         3 Hrs        +9%           3 Hrs
        Time Spent                                                                      SHOPPING                   2%        1%           -1%
         day/user       24 Mins                    41 Mins
        (All Users)
                                                                                    SOCIAL NETWORKING              10%       14%          +4%

                                                                                       CHAT & VOIP                 12%       15%          +4%
                                                                                         GAMING
                                                                                     (EXCL SPORTS APPS)
                                                                                                                   5%        9%           +4%
         Time
       Spent/day/                                                                        BROWSER                   6%         6%          0%
         user                          -3%
         (Sports         3 Hrs                      3 Hrs                            MOBILE PAYMENT                2%         2%          0%
       Enthusiasts)     48 Mins                    42 Mins
                                                                                           NEWS                    1%         1%          0%

                                                                                          SEARCH                   1%         1%          0%

                                                                                          OTHERS                   36%       35%          -1%

Sports Enthusiasts who were heavy on Sports Apps or Sports Streaming on Hotstar or Both
Sports Apps includes Fantasy Sports Apps like Dream11, Halaplay and Live Score Apps like Cricbuzz
Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
WHAT’S HAPPENING IN THE VIDEO
STREAMING SPACE

                                70
COVID PERIOD VIEWING RESULTS IN A VERY STRONG GROWTH ACROSS                                                                                   71

 ALL SEGMENTS OF OTTs

                                                                                % USERS/WEEK                  TIME SPENT/USER/WEEK(Min)

                                       VOD                                              96% -                       3 hrs 48 mins +7%

                  VOD= Video Streaming Platforms,including Youtube

                   Below Table : YT Not included, OTT Apps included below are : Amazon Prime, Hotstar, MX Player online, Netflix, Voot, Zee5

                                                                                                                     CHANGE IN TIME
                                                                               CHANGE IN % USERS/WEEK
                                                                                                                    SPENT/USER/WEEK

                                       LIVE TV                                                 +4%                         +59%

                                       MOVIES                                                  +42%                        +82%

                                ORIGINAL SERIES                                               +115%                        +57%

                              SYNDICATED SERIES                                                -44%                        -10%

                                       SPORTS                                                  -97%                        -99%

Syndicated Shows - 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
Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
COVID Disruption W6 as compared to Pre COVID-19 Data
Based on COVID Weeks 4,5,6 (4th Apr - 24th Apr)                72
 TOP MOVIES IN COVID TIMES ON SMARTPHONE
                         Ranked in order of gross consumption (time spent on a content aggregated across all users who watched that
                                                                        content)
   1                 2                3                   4                 5                 6                 7                  8                9                 10

 Angrezi Medium,    Mission Mangal,   The Lion King,       Housefull 4,        Avengers            Bala,            Aladdin,       Shubh Mangal       India’s Most           Hit
 Disney+ Hotstar    Disney+ Hotstar   Disney+ Hotstar    Disney+ Hotstar       Endgame,       Disney+ Hotstar   Disney+ Hotstar   Zyada Saavdhan,       Wanted,       (The First Case),
                                                                            Disney+ Hotstar                                            APV          Disney+ Hotstar         APV

                                                        Ranked in order of % unique users who watched the content

   1                 2                3                   4                 5                 6                 7                  8                9                 10

                                                              Aladdin,         Avengers           Tanhaji,        Housefull 4,         Bala,        Captain Marvel,       Frozen,
  The Lion King,    Angrezi Medium,       Frozen II,
                                                          Disney+ Hotstar      Endgame,       Disney+ Hotstar   Disney+ Hotstar   Disney+ Hotstar   Disney+ Hotstar   Disney+ Hotstar
  Disney+ Hotstar   Disney+ Hotstar    Disney+ Hotstar
                                                                            Disney+ Hotstar

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

Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
ADVERTISING ON DIGITAL
 SMARTPHONE BEHAVIOUR

                         73
DIGITAL VIDEO**: WEEK 5 SHARE WAS THE LOWEST FOR MOST CATEGORIES.                                                                                  74
   CORPORATE /BRAND IMAGE WAS AN EXCEPTION AS IT SAW THE HIGHEST SHARES

                      MEDIA                                                EDUCATION                                                      BFSI
                                                                                                                                AUTO

                                                                                       WEEK OF                 WEEK OF      WEEK OF
                                                                                     28TH MARCH                4TH APRIL   11TH APRIL

                                                                                                                              FOOD &    CORPORATE /
                       RETAIL                                                                                                           BRAND IMAGE
                                                                               GAMING                                       BEVERAGES

 Unique video creatives for Hotstar & YouTube (Pre roll & Mid roll) and TikTok
** : Current capability of Ad Scanning covers Video Ads, Above Data covers Youtube/ Hotstar / TikTok largely
Based on Nielsen Android Smartphone Panel representing 1L+, NCCS ABC, 15-44
SUMMARIZING THE KEY POINTS FROM
TODAY’S SESSION

                                  75
76
SUMMARY
1.   “CORONA Virus” searches now waning - down to 32% among Top 100 Google searches

2.   TV consumption seems to be stabilising now - at 1.16 Trillion minutes this week, a drop from last week but growth of 31% over
     pre-COVID period - Growth in Mega Cities is higher than growth in Rural

3.   The new normal of around 3 hrs, 40 minutes spent per day on Smartphone seems to have set in

4.   News and Movies on TV have started to taper off as compared to last few weeks but continue to operate at 2X levels over the
     pre-COVID period

5.   News franchise on Smartphone continues to evoke massive interest among Audiences

6.   Hindi GEC in Urban HSM grew by 31% over the pre-COVID period whereas strong gains for Movies and Original Series on OTT
     platforms continue on the Smartphone

7.   Drop observed in viewership as Ramayan transitioned to Uttar Ramayan

8.   Heavy viewers of last year’s IPL watched just 2% of sports in the last 4 weeks (down from 20% last year) - viewership shifted
     to GEC, MOvies, News

9.   Lack of Sports pushes the Sports Audiences to more Virtual Connectedness & Gaming Apps

10. FCT on TV stable this week whereas Digital Video Ad spends (select platforms) at the lowest among last three weeks across
     most categories
ONE MEDIA TRUTH™

                   77
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