Video Content: The New El Dorado?

List of tables and figures

Tables
Table 1: Audiovisual group acquisitions by telcos and cablecos
Table 2: Sports rights acquisitions by telcos and cablecos
Table 3: Integration of TV production companies by TV broadcasters
Table 4: Integration of MCNs by TV broadcasters
Table 5: OTT package prices from the major pay-TV services
Table 6: Advantages/disadvantages of the content integration strategy
Table 7: Advantages/disadvantages of the partnership strategy

Figures
Figure 1: Overview of vertical integration by the various categories of players
Figure 2: Households with a pay-TV subscription in the United States and in the five major European countries, 2008-2016
Figure 3: Pay-TV households in the United States, 2008-2016
Figure 4: Time spent watching live and time-shifted TV in the United Kingdom, France and the United States, 2011-2016
Figure 5: Breakdown of time spent watching TV by screen, 2010-2016, and average daily time spent watching TV
Figure 6: The most important electronic devices according to younger generations, United Kingdom, 2015 and 2016
Figure 7: Daily time spent watching TV content by source (live, recorded, SVOD) in North America
Figure 8: Global footprint of the OTT video services of Netflix and Amazon as of early February 2017
Figure 9: Growth in the fees received by the major sports leagues during recent renegotiations for the rights to broadcast on national markets
Figure 10: Comparison of physical and dematerialised distribution chains in the video sector
Figure 11: How value in the video market is distributed in the physical world (left) and the dematerialised world (right) in 2015
Figure 12: Go90 strategy 2017
Figure 13: Major vertical integration operations by telecom and cable operators
Figure 14: The main MCNs active in France and their major shareholders
Figure 15: Major vertical integration operations by TV broadcasters
Figure 16: Major vertical integration operations by Internet players
Figure 17: CAPEX and content costs in total revenues (domestic market) of BT, Orange and Telefónica
Figure 18: Growth forecasts for mobile data traffic by 2021 and proportion of video traffic
Figure 19: BT’s broadband and TV subscribers, consumer ARPU and content acquisition costs
Figure 20: Deutsche Telekom’s broadband and TV subscribers, and average broadband and video revenue per subscriber
Figure 21: Growth in subscribers, broadband revenue and total revenue for Telecom Italia
Figure 22: Growth in subscribers, video revenue and fixed telecom services revenue for Orange
Figure 23: Fixed ADSL and fibre ARPU and number of B2C fixed subscribers for the new SFR-Numericable group
Figure 24: Broadband subscribers, including Fusión subscribers, and revenue for Telefónica
Figure 25: The impact of content and associated costs for select pay-TV players
Figure 26: Costs of domestic TV rights to national football leagues and subscriber growth for the leading rights holders in the United Kingdom, Germany and France
Figure 27: Number of TV series produced in the United States (estimates), 2002-2016
Figure 28: Comparison of revenue and EBITDA of FTA channel broadcasters and production companies
Figure 29: Overview of TF1 Group’s strategic priorities for 2017
Figure 30: Content costs in relation to total revenue for Amazon and Netflix
Figure 31: Average cost per subscriber of season 1 of House of Cards (2013) and season 1 of The Get Down (2016)
Figure 32: Scare PewDiePie, first original series from YouTube Red
Figure 33: SWOT analysis for telecom operators
Figure 34: SWOT analysis for TV broadcasters
Figure 35: SWOT analysis for Internet players
Figure 36: Telecom operator penetration in their national TV and pay-TV markets, late 2016