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The Big Picture Investor Newsletter


Welcome to The Big Picture


Our quarterly investor newsletter featuring the latest news from ZOO and updates from across the global entertainment industry.




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Dates for your Diary

26 May ZOO Digital presenting at MELLO 2022
6 July ZOO Digital Full Year Results
ZOO News


ZOO is a beneficiary of increased competition among streaming services



The latest subscriber numbers disclosed by Netflix in a recent earnings call has highlighted the increased competition from new streaming launches and the increasing saturation of the North American market. This is leading to two key themes that underpin increased demand for ZOO’s services:


Investment in content 

Streaming platforms must deliver more high-quality content to attract and retain customers. Ampere Analysis, a data and analytics firm specialising in the media sector, reported recently that spend on new original content across the industry grew to $220 billion in 2021 and forecasts further growth in 2022. The competition between streaming companies is more likely to fuel this growth than to curtail it.


Investment in new regions

To justify their substantial content spending, streaming companies must amortize this cost across subscribers around the world and focus on growing their subscriber bases in new territories. This requires the localisation of content into many languages and the creation of new content appropriate for the new geographic audiences.


The fact that ZOO works with all the major services and media companies makes us a beneficiary of this competition in the consumer market – we are one of the few providers capable of providing the scale and end-to-end offering that is required.




ZOO IR Newsletter – Audience v1
ZOO News

Global expansion sees three

new hubs in fast-growing regions



We continue to scale and build capacity in key growth regions to support the requirements of our clients. In addition to Turkey, we’ve now also launched regional hubs in India, South Korea and Denmark.


India – acquisition of Vista India

India has a vibrant film and TV industry, and the rapid adoption of streaming makes it a high growth and strategic market for ZOO's clients. The country’s OTT (Over-The-Top) revenue is predicted to grow from $1.9bn in 2021 to around $4.5bn by 2026 and its SVOD (Subscription Video on Demand) subscribers are expected to more than double by 2026 to 224 million.

South Korea – strategic investment in WhatSub Pro

Global hits like Squid Game - the most-watched Netflix show in more than 90 countries - have highlighted the international appeal of Korean content and the value of local content to streaming companies building their presence in new markets. Having launched in the region last November, Disney+ has announced plans to create more than 50 Asia Pacific original productions by 2023, while Netflix has reported having spent more than $1 billion on original Korean programming since 2015, including $500 million in 2021 alone.

Denmark – new Nordic hub for localisation services

Scandinavia has built a reputation for high-quality content with global appeal, making it an important region for ZOO’s clients. The new Copenhagen facility will be utilised by a growing network of dubbing talent, helping to meet the capacity needs of the industry and support a significant and widespread audience demand for localised content into the region.


Read more about our latest global hubs



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