Post on 12-Apr-2017
KEVIN NI (KEVINNI)
Problem• “Gamers are social”
• Competitive videogames (eSports)
Product
Financials• Acquired by Amazon - $970M
• ~$1.6B in revenue in 2015
Business Model• Channel subscriptions
• Advertisements
• Twitch Prime
History
Justin.tv Twitch.tv
Amazon Acquisition
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Twitch Plays Pokémon
Twitch Prime
Secret to Success• Loyal streamers and user base
• 17,208 Twitch Partners
• Twitch chat
Competition
Max resolution N/A* (1080p @ 60FPS) 4K @ 60FPS 4K @ 60FPS
Monetization Partners only Anyone Anyone
Copyright detection Yes Yes No
Stream delay ~20-60s ~20-40s ~2-6s
Viewership of League of Legends tournament
119,049 36,601 N/A
Viewership of top streamer
23,548 1,988 119
Prediction• Success… for now
• Huge, growing user base• YouTube Gaming is a threat
References https://www.superdataresearch.com/market-data/gaming-video-content-2015/
http://www.tubefilter.com/2015/07/10/twitch-global-gaming-content-revenue-3-billion/
https://www.maketecheasier.com/twitch-vs-hitbox-vs-youtube-gaming/
http://www.battlecrank.com/comparison-guide-twitch-hitbox-beam-youtube/
http://www.businessinsider.com/amazons-970-million-purchase-of-twitch-makes-so-much-sense-now-its-all-about-the-cloud-2016-3
http://www.theverge.com/2014/8/25/6066295/amazon-reportedly-buying-twitch-for-over-1-billion
http://www.theverge.com/2014/8/5/5971939/justin-tv-the-live-video-pioneer-that-birthed-twitch-officially-shuts