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