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市場調查報告書

訂閱經濟:行業重組,價值鏈分析,市場規模預測(2020-2025年)

Subscription Economy: Industry Disruption, Value Chain Analysis & Market Size 2020-2025

出版商 Juniper Research Ltd 商品編碼 965932
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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訂閱經濟:行業重組,價值鏈分析,市場規模預測(2020-2025年) Subscription Economy: Industry Disruption, Value Chain Analysis & Market Size 2020-2025
出版日期: 2020年10月12日內容資訊: 英文
簡介

本報告分析了全球訂閱經濟市場的最新情況和未來趨勢,以及因訂閱方法的出現而遭受毀滅性/結構性變化嚴重影響的行業以及每個行業/行業的長期趨勢。我們將為您提供有關每家公司將來應採用的影響,業務模型和策略,新的冠狀病毒感染(COVID-19)的影響以及未來市場趨勢展望的信息。

該報告的可交付成果包括:

  • 市場趨勢和供應商策略(PDF)
  • 五年市場規模和預測:電子錶格(Excel)
  • 12個月訪問在線數據平台

主要分析內容

  • 行業重組評估:估計受訂閱業務模式破壞最大的行業以及影響擴散到特定領域的速度
  • 價值鏈分析:訂閱經濟價值鏈的組成部分分析-業務模型如何演變並結合各種貨幣化方法的過程
  • 訂閱服務平台 "排行榜" :對16個主要訂閱服務平台提供商的分析以及對每個公司戰略的考慮
    • 2Checkout
    • BillingPlatform
    • Billsby
    • Braintree
    • Chargebee
    • Cratejoy
    • Gotransverse
    • Paddle
    • Patreon
    • Payhip
    • PayMotion
    • Podia
    • Recurly
    • Sage Intacct
    • Stripe
    • Zuora
  • 行業比較分析和預測:訂閱經濟行業主要部門的趨勢預測:
    • 送貨服務訂閱
    • 數位健身服務訂閱
    • 數位音樂訂閱
    • 數位語音守衛訂閱
    • 數位影像訂閱
    • 實物商品訂購
    • 實物商品包裝盒訂購
    • MaaS(移動即服務)訂閱
    • 多服務訂閱
    • 視頻遊戲訂閱

此報告的主要問題意識

  • 1. 哪個行業是訂閱經濟市場中最大的變化?
  • 2. 對於消費者和供應商而言,促銷的障礙是什麼?
  • 3. 訂閱經濟在哪裡影響最大?
  • 4. 主要市場進入者的策略是什麼?
  • 5. 訂閱如何增強現有業務?

要分析的公司

  • "Juniper Research Leaderboard" 的目標公司:2Checkout、BillingPlatform、Billsby、Braintree、Chargebee、Cratejoy、Gotransverse、Paddle、Patreon、Payhip、PayMotion、Podia、Recurly、Sage Intacct、Stripe、Zuora
  • 提到的公司:3dcart、Accel-KKR、Amazon、AMC、Andreessen Horowitz、Apple、Avangate、Bango、BigCommerce、Blue Apron、CapitalG、Castbox、Chargify、Deezer、DHL、Disney、Dollar Shave Club、DPD、Fastspring、FedEx、Fitbit、 Fortumo、General Catalyst、Geniuslink、Gillette、Google、GOQii、Gousto、Grove Collective、Grover、Gwynnie Bee、Harry's Razors、HelloFresh、Ipsy、Jaguar Land Rover、Kit、Ko-fi、Loot Crate、Love Goodly、Luminary、MLB(Major League Baseball)、Memberful、MemberMouse、MicKinsey、Microsoft、MoviePass、Netflix、NFL(National Football League)、Not on the High Street、NOW TV、Odeon、Oracle Netsuite、Pandora、PayPal、Peloton、PureWow、Rent the Runway、 Rocksbox、Sage、Samsung、Sellfy、Sequoia Capital、Showtime、Sky、Sling TV、Sonos、Sony Pictures、Spotify、Starz、Thrive Capital、Tiger Global Management、Ultima Online、uOpen、UPS、Venmo、Verifone、Visa、Vivid Money、 Walmart、WooCommerce、XPO、Yodel、Zenimax Media、Zipcar

數據和交互式預測

此報告包含以下目標國家/地區和預測數據。

  • 按地區劃分(總共8個地區)□主要國家/地區的市場數據:
    • 澳大利亞
    • 巴西
    • 加拿大
    • 中國
    • 克羅地亞
    • 丹麥
    • 法國
    • 德國
    • 印度
    • 意大利
    • 日本
    • 墨西哥
    • 荷蘭
    • 新西蘭
    • 挪威
    • 波蘭
    • 葡萄牙
    • 俄羅斯
    • 新加坡
    • 南非
    • 韓國
    • 西班牙
    • 瑞典
    • 英國
    • 美國
  • 要分析的部門
    • 訂閱送貨服務
    • 數位健身服務訂閱
    • 數位音樂訂閱
    • 數位語音守衛訂閱
    • 數位影像訂閱
    • 實物商品訂購
    • 實物商品包裝盒訂購
    • MaaS(移動即服務)訂閱
    • 多服務訂閱
    • 視頻遊戲訂閱
  • 分析項目
    • 訂閱人數
    • 訂閱人數每人的平均訂閱人數
    • 年度訂閱總數
    • 每位訂閱者的平均年訂閱收入
    • 年度訂閱總收入
  • 訪問預測數據(123個表,包括超過29,000個數據點)
  • Interactive Excel方案工具:可以操作46種指標
目錄

Juniper Research's ‘Subscription Economy’ research provides a cutting-edge analysis into this fast-growing market. Juniper Research's latest analysis provides a thorough assessment of the growth prospects and wider impact of this model.

The latest research examines which industries will be disrupted the most by the subscription economy, the impacts of a wide variety of trends on the industry including COVID-19, and an evaluation of the business models and strategies for the leading platform providers in the industry.

The research covers a wide variety of segments that offer subscriptions, including:

  • Delivery service subscriptions
  • Digital fitness service subscriptions
  • Digital music subscriptions
  • Digital spoken word subscriptions
  • Digital video subscriptions
  • Physical goods item subscriptions
  • Physical goods box subscriptions
  • Mobility-as-a-Service subscription
  • Multiservice subscriptions
  • Video game subscriptions

This research suite includes:

  • Market Trends & Vendor Strategies (PDF)
  • 5-year Market Sizing & Forecast Spreadsheet (Excel)
  • 12 months' access to harvest online data platform

Key Features

  • Disruption Assessment: Evaluation of which industries will see the biggest disruptive impact from subscription business models, and how quickly they will permeate any given space.
  • Value Chain Analysis: Analysis of each component of the subscription economy value chain; showing how business models are evolving and incorporating a wider range of monetisation practices.
  • Subscription Service Platforms Leaderboard: Analyses 16 key subscription service platform providers, including commentary on each player's strategy. Scored vendors include:
    • 2Checkout
    • BillingPlatform
    • Billsby
    • Braintree
    • Chargebee
    • Cratejoy
    • Gotransverse
    • Paddle
    • Patreon
    • Payhip
    • PayMotion
    • Podia
    • Recurly
    • Sage Intacct
    • Stripe
    • Zuora
  • Benchmark Industry Forecasts: Market segment forecasts for key subscription economy sectors, including:
    • Delivery service subscriptions
    • Digital fitness service subscriptions
    • Digital music subscriptions
    • Digital spoken word subscriptions
    • Digital video subscriptions
    • Physical goods item subscriptions
    • Physical goods box subscriptions
    • Mobility-as-a-Service subscriptions
    • Multiservice subscriptions
    • Video game subscriptions

Key Questions

  • 1. Which industries will be most disrupted by the subscription economy?
  • 2. What are the hurdles to greater adoption, both for consumers and vendors?
  • 3. Where will the subscription economy have its biggest impact?
  • 4. What are the strategies of the key players in the space?
  • 5. How can subscriptions enhance existing businesses?

Companies Referenced

  • Included in Juniper Research Leaderboard: 2Checkout, BillingPlatform, Billsby, Braintree, Chargebee, Cratejoy, Gotransverse, Paddle, Patreon, Payhip, PayMotion, Podia, Recurly, Sage Intacct, Stripe, Zuora.
  • Mentioned: 3dcart, Accel-KKR, Amazon, AMC, Andreessen Horowitz, Apple, Avangate, Bango, BigCommerce, Blue Apron, CapitalG, Castbox, Chargify, Deezer, DHL, Disney, Dollar Shave Club, DPD, Fastspring, FedEx, Fitbit, Fortumo, General Catalyst, Geniuslink, Gillette, Google, GOQii, Gousto, Grove Collective, Grover, Gwynnie Bee, Harry's Razors, HelloFresh, Ipsy, Jaguar Land Rover, Kit, Ko-fi, Loot Crate, Love Goodly, Luminary, MLB (Major League Baseball), Memberful, MemberMouse, MicKinsey, Microsoft, MoviePass, Netflix, NFL (National Football League), Not on the High Street, NOW TV, Odeon, Oracle Netsuite, Pandora, PayPal, Peloton, PureWow, Rent the Runway, Rocksbox, Sage, Samsung, Sellfy, Sequoia Capital, Showtime, Sky, Sling TV, Sonos, Sony Pictures, Spotify, Starz, Thrive Capital, Tiger Global Management, Ultima Online, uOpen, UPS, Venmo, Verifone, Visa, Vivid Money, Walmart, WooCommerce, XPO, Yodel, Zenimax Media, Zipcar.

Data & Interactive Forecast

Juniper Research's latest ‘Subscription Economy's’ forecast includes:

  • Regional splits for 8 key regions, as well as country-level data splits for:
    • Australia
    • Brazil
    • Canada
    • China
    • Croatia
    • Denmark
    • France
    • Germany
    • India
    • Italy
    • Japan
    • Mexico
    • Netherlands
    • New Zealand
    • Norway
    • Poland
    • Portugal
    • Russia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • Sweden
    • UK
    • US
  • Forecasts for a wide variety of sectors, including:
    • Delivery service subscriptions
    • Digital fitness service subscriptions
    • Digital music subscriptions
    • Digital spoken word subscriptions
    • Digital video subscriptions
    • Physical goods item subscriptions
    • Physical goods box subscriptions
    • Mobility-as-a-Service subscriptions
    • Multiservice subscriptions
    • Video game subscriptions
  • Each forecast includes
    • Number of subscribers
    • Average number of subscriptions per subscriber
    • Total subscriptions per annum
    • Average annualised subscription revenue per subscriber
    • Total subscription revenue per annum
  • Access to the full set of forecast data of 123 tables and over 29,000 datapoints.
  • Interactive Excel Scenario tool allowing users the ability to manipulate Juniper Research's data for 46 different metrics.

Juniper Research's highly granular IFxls (Interactive Excels) enable clients to manipulate our forecast data and charts to test their own assumptions using the Interactive Scenario Tool, and compare select markets side by side in customised charts and tables, greatly increasing clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

1. Subscription Economy: Key Takeaways & Strategic Recommendations

  • 1.1. Key Takeaways

2. Subscription Economy Scope & Impact

  • 2.1. Introduction
  • 2.2. Definitions & Scope
    • 2.2.1. Market Typology
  • 2.3. Subscription Economy Market Dynamics
    • 2.3.1. Market Drivers
    • 2.3.2. Market Constraints
  • 2.4. Subscription Economy Impact Analysis
    • Table 2.1: Subscription Economy Impact Assessment
    • Table 2.2: Subscription Economy Impact Assessment Heatmap Key
    • 2.4.1. Digital Goods
      • i. Digital Audio
      • ii. Digital Video & Streaming
      • iii. Video Games
        • Figure 2.3: Video Games Market Value per annum ($m), Split by Monetisation Type, 2020-2025
    • 2.4.2. Physical Goods
      • i. Groceries & FMCG
      • ii. Personal Care & Beauty
      • iii. Apparel
        • Figure 2.4: Challenges & Opportunities: Rent: the Runway's Benefits Outline
      • iv. Electronics
      • v. Hobbies
    • 2.4.3. Services
      • i. Transportation
      • ii. Fitness

3. Future Evolution of the Subscription Economy

  • 3.1. The Subscription Economy Value Chain
    • 3.1.1. Value Chain Analysis & Business Models
      • Figure 3.1: Subscription Economy Value Chain
      • i. Subscription Service Provider Business Models
      • ii. Goods & Service Providers
      • iii. Platform Providers
  • 3.2. Subscription Economy: Phased Evolution Model Analysis
    • 3.2.1. Physical Goods
      • i. Goods Boxes Provision
        • Figure 3.2: Juniper Research Phased Evolution Model - Subscription Goods Boxes
      • ii. Items Provision
        • Figure 3.3: Juniper Research Phased Evolution Model - Subscription Goods Items
    • 3.2.2. Digital Goods
      • i. Digital Audio
        • Figure 3.4: Juniper Research Phased Evolution Model - Digital Audio
      • ii. Digital Games
        • Figure 3.5: Juniper Research Phased Evolution Model - Video Games Subscriptions
      • iii. Digital Video
        • Figure 3.6: Juniper Research Phased Evolution Model - Digital Video Subscriptions

4. Subscription Economy Competitive Landscape

  • 4.1. Introduction
    • 4.1.1. Player Analysis Criteria
      • Table 4.1: Subscription Economy Platform Provider Capability Assessment Factors
  • 4.2. Stakeholder Analysis: Capability Assessment & Market Positioning
    • 4.2.1. Juniper Research Subscription Economy Platforms Leaderboard
      • Figure 4.2: Juniper Research Leaderboard for Subscription Economy Platform Providers
      • Table 4.3: Subscription Economy Platform Providers Leaderboard Scoring
    • 4.2.2. Player Groupings & Conclusion
      • i. Established Leaders
      • ii. Leading Challengers
      • iii. Disruptors & Emulators
    • 4.2.3. Limitations & Interpretation

5. Subscription Economy Market Forecasts

  • 5.1. Introduction & Definitions
  • 5.2. Forecast Methodology & Assumptions
    • Table 5.1: Subscription Services Addressable Bases
    • Figure 5.2: Digital Goods & Services Subscription Forecast Methodology
    • Figure 5.3: Physical Goods Subscription Forecast Methodology
  • 5.3. Summary Forecasts
    • 5.3.1. Subscriptions Forecast
      • Figure & Table 5.4: Number of Active Subscriptions per annum (m), Split by Category, 2020-2025
    • 5.3.2. Subscription Revenue
      • Figure & Table 5.5: Subscriptions Revenue per annum ($m), Split by Category, 2020-2025
  • 5.4. Subscriptions Forecast
    • 5.4.1. Digital Goods
      • Figure & Table 5.6: Number of Active Digital Goods Subscriptions per annum (m), Split by 8 Key Regions, 2020-2025
    • 5.4.2. Physical Goods
      • Figure & Table 5.7: Number of Active Physical Goods Subscriptions per annum (m), Split by 8 Key Regions, 2020-2025
    • 5.4.3. Services
      • Figure 5.8: Number of Active Service Subscriptions per annum (m), Split by 8 Key Regions, 2020-2025
  • 5.5. Subscription Revenue Forecast
    • 5.5.1. Digital Goods
      • Figure & Table 5.9: Digital Goods Subscription Revenue per annum ($m), Split by Category, 2020-2025
    • 5.5.2. Physical Goods
      • Figure & Table 5.10: Physical Goods Subscription Revenue per annum ($m), Split by Category, 2020-2025
    • 5.5.3. Services
      • Figure & Table 5.11: Physical Goods Subscription Revenue per annum ($m), Split by Category, 2020-2025