PART 01: EXECUTIVE SUMMARY PART 02: SCOPE OF THE REPORT 2.1 Preface 2.2 Preface 2.3 Currency conversion rates for US$ PART 03: MARKET LANDSCAPE Market ecosystem Market characteristics Market segmentation analysis PART 04: MARKET SIZING Market definition Market sizing 2018 Market size and forecast 2018-2023 PART 05: FIVE FORCES ANALYSIS Bargaining power of buyers Bargaining power of suppliers Threat of new entrants Threat of substitutes Threat of rivalry Market condition PART 06: MARKET SEGMENTATION BY CONTENT TYPE Market segmentation by content type Comparison by content type Video - Market size and forecast 2018-2023 Text and images - Market size and forecast 2018-2023 VoIP - Market size and forecast 2018-2023 Music streaming - Market size and forecast 2018-2023 Market opportunity by content type PART 07: CUSTOMER LANDSCAPE PART 08: GEOGRAPHIC LANDSCAPE Geographic segmentation Geographic comparison North America - Market size and forecast 2018-2023 Europe - Market size and forecast 2018-2023 APAC - Market size and forecast 2018-2023 South America - Market size and forecast 2018-2023 MEA - Market size and forecast 2018-2023 Key leading countries Market opportunity PART 09: MARKET SEGMENTATION BY SCREEN TYPE PART 10: DECISION FRAMEWORK PART 11: DRIVERS AND CHALLENGES Market drivers Market challenges PART 12: MARKET TRENDS Rising popularity of direct carrier billing in OTT market Growing number of partnerships and acquisitions Implementation of AI by OTT service providers PART 13: VENDOR LANDSCAPE Overview Landscape disruption PART 14: VENDOR ANALYSIS Vendors covered Vendor classification Market positioning of vendors Alphabet Inc. Amazon.com Inc. Microsoft Corp. Netflix Inc. The Walt Disney Co. PART 15: APPENDIX Research methodology List of abbreviations Definition of market positioning of vendors PART 16: EXPLORE TECHNAVIO Exhibit 01: Market offering by vendors Exhibit 02: Global communications services market Exhibit 03: Segments of global communications services market Exhibit 04: Market characteristics Exhibit 05: Market segments Exhibit 06: Market definition - Inclusions and exclusions checklist Exhibit 07: Market size 2018 Exhibit 08: Global market: Size and forecast 2018-2023 ($ billions) Exhibit 09: Global market: Year-over-year growth 2019-2023 (%) Exhibit 10: Five forces analysis 2018 Exhibit 11: Five forces analysis 2023 Exhibit 12: Bargaining power of buyers Exhibit 13: Bargaining power of suppliers Exhibit 14: Threat of new entrants Exhibit 15: Threat of substitutes Exhibit 16: Threat of rivalry Exhibit 17: Market condition - Five forces 2018 Exhibit 18: Content type - Market share 2018-2023 (%) Exhibit 19: Comparison by content type Exhibit 20: Video - Market size and forecast 2018-2023 ($ billions) Exhibit 21: Video - Year-over-year growth 2019-2023 (%) Exhibit 22: Text and images - Market size and forecast 2018-2023 ($ billions) Exhibit 23: Text and images - Year-over-year growth 2019-2023 (%) Exhibit 24: VoIP - Market size and forecast 2018-2023 ($ billions) Exhibit 25: VoIP - Year-over-year growth 2019-2023 (%) Exhibit 26: Music streaming - Market size and forecast 2018-2023 ($ billions) Exhibit 27: Music streaming - Year-over-year growth 2019-2023 (%) Exhibit 28: Market opportunity by content type Exhibit 29: Customer landscape Exhibit 30: Market share by geography 2018-2023 (%) Exhibit 31: Geographic comparison Exhibit 32: North America - Market size and forecast 2018-2023 ($ billions) Exhibit 33: North America - Year-over-year growth 2019-2023 (%) Exhibit 34: Europe - Market size and forecast 2018-2023 ($ billions) Exhibit 35: Europe - Year-over-year growth 2019-2023 (%) Exhibit 36: APAC - Market size and forecast 2018-2023 ($ billions) Exhibit 37: APAC - Year-over-year growth 2019-2023 (%) Exhibit 38: South America - Market size and forecast 2018-2023 ($ billions) Exhibit 39: South America - Year-over-year growth 2019-2023 (%) Exhibit 40: MEA - Market size and forecast 2018-2023 ($ billions) Exhibit 41: MEA - Year-over-year growth 2019-2023 (%) Exhibit 42: Key leading countries Exhibit 43: Market opportunity Exhibit 44: Number of downloads of video streaming apps on Google Play Exhibit 45: Impact of drivers and challenges Exhibit 46: Vendor landscape Exhibit 47: Landscape disruption Exhibit 48: Vendors covered Exhibit 49: Vendor classification Exhibit 50: Market positioning of vendors Exhibit 51: Alphabet Inc. - Vendor overview Exhibit 52: Alphabet Inc. - Business segments Exhibit 53: Alphabet Inc. - Organizational developments Exhibit 54: Alphabet Inc. - Geographic focus Exhibit 55: Alphabet Inc. - Segment focus Exhibit 56: Alphabet Inc. - Key offerings Exhibit 57: Amazon.com Inc. - Vendor overview Exhibit 58: Amazon.com Inc. - Business segments Exhibit 59: Amazon.com Inc. - Organizational developments Exhibit 60: Amazon.com Inc. - Geographic focus Exhibit 61: Amazon.com Inc. - Segment focus Exhibit 62: Amazon.com Inc. - Key offerings Exhibit 63: Microsoft Corp. - Vendor overview Exhibit 64: Microsoft Corp. - Business segments Exhibit 65: Microsoft Corp. - Organizational developments Exhibit 66: Microsoft Corp. - Geographic focus Exhibit 67: Microsoft Corp. - Segment focus Exhibit 68: Microsoft Corp. - Key offerings Exhibit 69: Netflix Inc. - Vendor overview Exhibit 70: Netflix Inc. - Business segments Exhibit 71: Netflix Inc. - Organizational developments Exhibit 72: Netflix Inc. - Segment focus Exhibit 73: Netflix Inc. - Key offerings Exhibit 74: The Walt Disney Co. - Vendor overview Exhibit 75: The Walt Disney Co. - Business segments Exhibit 76: The Walt Disney Co. - Organizational developments Exhibit 77: The Walt Disney Co. - Geographic focus Exhibit 78: The Walt Disney Co. - Segment focus Exhibit 79: The Walt Disney Co. - Key offerings Exhibit 80: Validation techniques employed for market sizing Exhibit 81: Definition of market positioning of vendors

Alphabet Inc. Amazon.com Inc. Microsoft Corp. Netflix Inc. The Walt Disney Co