Etude : Pay TV markets and players

Is pay TV stuck in an inexorable decline? Is SVOD the miracle cure? Have veteran players become aware of the changing tide and adapted their strategies accordingly? Who will be the big winners in this massive migration to online (OTT) services?

This report from IDATE DigiWorld tackles all of these questions by examining both markets and players.

It begins with a detailed look at subscription TV & video markets: how TV and SVOD subscriptions are progressing on each type of network (2015 – 2023), by player (2015 – 2019), and in terms of service revenue (2015 – 2023).

This examination is performed for both the main geographic regions and the key markets in each of these regions:

The United States
Europe (Germany, Spain, France, Italy, the UK, Scandinavia)
Sub-Saharan Africa (South Africa)
North Africa/the Middle East
Asia-Pacific (China, India, Japan)
Latin America (Brazil)

Next, it explores how key players in each region are responding strategically to the changing landscape.

The final chapter delivers a synthesis of the core issues and challenges, for both markets and players’ positioning.

1. Executive Summary
1.1. pay TV under pressure, SVOD needs to pick up the slack
1.2. Player strategies accelerating the transition

2. pay TV and SVOD market dynamics
2.1. The United States
2.2. Europe
2.2.1. Germany
2.2.2. Spain
2.2.3. France
2.2.4. Italy
2.2.5. The UK
2.2.6. Scandinavia
2.3. Sub-Saharan Africa
2.3.1. South Africa
2.4. North Africa/the Middle East
2.5. Asia-Pacific
2.5.1. China
2.5.2. India
2.5.3. Japan
2.6. Latin America
2.6.1. Brazil

3. How leading players are responding
3.1. AT&T
3.2. Canal+
3.3. Comcast
3.4. Dish TV
3.5. Multichoice
3.6. Nordic Entertainment Group
3.7. OSN
3.8. Vodafone

4. Conclusion
4.1. Pay TV access markets
4.2. A pay TV market in transition
4.3. Revising the definition of subscriber
4.4. Redefining service access models
4.5. Evolving business models
4.6. Player strategies accelerating the transition

List of tables and figures

• Correlation between market growth and pay-TV penetration rate
• Pay TV and SVOD revenue growth forecasts for the United States and Europe (CAGR 2019-2023)
• Progression of TV subscribers and SVOD subscriptions in the United States, 2015 – 2023
• Pay TV and SVOD revenue growth in the United States, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in the United States, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in Europe, 2015 – 2023
• Pay TV and SVOD revenue growth in Europe, 2015 – 2023
• Progression of TV subscribers and SVOD subscriptions in Germany, 2015 – 2023
• Pay TV and SVOD revenue growth in Germany, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in Germany, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in Spain, 2015 – 2023
• Pay TV and SVOD revenue growth in Spain, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in Spain, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in France, 2015 – 2023
• Pay TV and SVOD revenue growth in France, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in France, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in Italy, 2015 – 2023
• Pay TV and SVOD revenue growth in Italy, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in Italy, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in the UK, 2015 – 2023
• Pay TV and SVOD revenue growth in the UK, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in the UK, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in Scandinavia, 2015 – 2023
• Pay TV and SVOD revenue growth in Scandinavia, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in Scandinavia, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in Sub-Saharan Africa, 2015 – 2023
• Pay TV and SVOD revenue growth in Sub-Saharan Africa, 2015 – 2023
• Pay TV leaders’ market share in Sub-Saharan Africa, in 2018
• Progression of TV subscribers and SVOD subscriptions in South Africa, 2015 – 2023
• Pay TV and SVOD revenue growth in South Africa, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in South Africa, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in North Africa/the Middle East, 2015 – 2023
• Pay TV and SVOD revenue growth in North Africa/the Middle East, 2015 – 2023
• Pay TV leaders’ market share in North Africa/the Middle East, in 2018
• Progression of TV subscribers and SVOD subscriptions in Asia-Pacific, 2015 – 2023
• Pay TV and SVOD revenue growth in Asia-Pacific, 2015 – 2023
• Progression of TV subscribers and SVOD subscriptions in China, 2015 – 2023
• Pay TV and SVOD revenue growth in China, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in China, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in India, 2015 – 2023
• Pay TV and SVOD revenue growth in India, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in India, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in Japan, 2015 – 2023
• Pay TV and SVOD revenue growth in Japan, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in Japan, 2015 – 2019
• Progression of TV subscribers and SVOD subscriptions in Latin America, 2015 – 2023
• Pay TV and SVOD revenue growth in Latin America, 2015 – 2023
• Progression of TV subscribers and SVOD subscriptions in Brazil, 2015 – 2023
• Pay TV and SVOD revenue growth in Brazil, 2015 – 2023
• Progression of TV and SVOD subscribers by operator in Brazil, 2015 – 2019
• Progression of AT&T TV subscribers
• Progression of AT&T Video Entertainment operating revenue
• Snapshot of the US media landscape
• Progression of Canal + Group subscribers, 2H 2018- 2H 2019
• Progression of Canal+ EBIDTA , 2H 2018- 2H 2019
• Breakdown of Canal+ revenue, 2H 2019
• Progression of Comcast Group subscribers
• Progression of Comcast revenue by segment
• Comcast’s share of the pay TV market, by country, in 2018
• Progression of Dish TV subscribers
• Breakdown of Dish TV revenue in 2018
• Progression of Dish TV TV subscribers
• Progression of MultiChoice TV subscribers
• Progression of MultiChoice revenue and ARPU
• Multichoice subscriber mix in the rest of Africa
• Progression of Nordic Entertainment Group subscribers
• Progression of Nordic Entertainment Group revenue
• Progression of OSN subscribers
• Progression of OSN financials in 2018
• Pay TV leaders’ market share in North Africa/the Middle East, 2018
• Vodafone’s main cable acquisitions
• Progression of Vodafone TV subscribers
• breakdown of pay TV subscribers in Germany by operator
• Progression of pay TV revenue by country/zones (CAGR 2015/2019)
• Progression in the number of households in Europe and in the United States that have at least one SVOD subscription, 2015-2023
• Pay TV and SVOD revenue growth forecasts for the United States and Europe (CAGR 2019-2023)
• Progression in the number of households in Europe that have at least one SVOD subscription 2015 – 2023)
• Estimated share of households in Europe and in the United States that have at least one SVOD subscription in 2019
• Player strategies accelerating the transition

Asia-Pacific

China
India
Japan

Europe

France
Germany
Italy
Spain
United Kingdom

Latin America

Brazil

Middle East & North Africa Scandinavia Sub-Saharan countries Middle East & Africa

South Africa

North America

United States

AT&T
Canal+
Comcast
Dish TV
Multichoice
Nordic Entertainment Group
OSN
Vodafone

Reference: M19250MRA
Delivery: on the DigiWorld Interactive platform
Languages available: French, English
Tags: online services, OTT, pay TV, SVOD, TV market, video market

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Pay TV markets and players

Summary

Table of contents

Geographic area

Players

Other details

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