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西欧の有料TV・OTTビデオ市場の動向・予測 (2019-2024年)

Pay TV and OTT Video in Western Europe: Trends and Forecasts 2019-2024

発行 Analysys Mason 商品コード 750025
出版日 ページ情報 英文 21 Slides
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=109.42円で換算しております。
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西欧の有料TV・OTTビデオ市場の動向・予測 (2019-2024年) Pay TV and OTT Video in Western Europe: Trends and Forecasts 2019-2024
出版日: 2019年10月18日 ページ情報: 英文 21 Slides
概要

当レポートでは、西欧の有料TV・OTTビデオの市場を地域全体および主要国 (16カ国) 別に調査し、ユーザー数・契約数・小売収益・ASPUなどの推移・予測、技術・契約形態など各種区分別の内訳、主要動向、市場成長への影響因子の分析などをまとめています。

目次

  • エグゼクティブサマリー
  • 地域動向
  • 国別動向
  • 予測手法・前提因子
  • 著者・Analysys Masonについて

調査内容

  • 有料TV
    • 世帯数・接続数
    • 小売収益
    • ASPU
      • ケーブル (アナログ・デジタル)
      • IPTV
      • DTT
      • DHT
      • オペレーターOTT
      • サードパーティOTT
  • OTTビデオ
    • ユーザー数
    • 小売収益
    • ASPU
      • リニア:チャネル (有料・無料)
      • リニア:イベント
      • TVoD (レンタル・所有)
      • SVoD (有料・無料)
目次

"Operator OTT services will drive the growth of traditional pay-TV providers' and operators' overall retail revenue from EUR32.5 billion in 2019 to EUR34.6 billion in 2024."

OTT video will generate 46% of TV and video retail revenue by 2024 and account for more paying users than traditional pay TV in Western Europe. This forecast unites our traditional pay-TV and OTT video forecasts for Western Europe into a single forecast because these services cannot be viewed in isolation.

This report provides:

  • forecasts for the number of pay-TV households and services, premium OTT video users, their retail revenue (spend) and average spend per user (ASPU)
  • forecasts split by pay-TV platform: cable (analogue and digital), IPTV, pay DTT, satellite and operator OTT. Operator OTT and third-party OTT are split by category of OTT video service - linear channels, linear events, TVoD (rental), TVoD (ownership) and SVoD
  • forecasts for 16 individual countries and Western Europe as a whole.

Geographical coverage and key metrics

Geographical coverageKey metrics

  Regions modelled

  • Western Europe

  Countries modelled
  individually

  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Greece
  • Ireland
  • Italy
  • Netherlands
  • Norway
  • Portugal
  • Spain
  • Sweden
  • Switzerland
  • UK
  • pay-TV households and connections
  • OTT video users
  • retail revenue (spend)
  • ASPU

  Pay TV is split by the following
  access technologies:

  • cable (analogue and digital, CATV)
  • IPTV
  • pay digital terrestrial TV (DTT)
  • satellite (DTH)
  • operator OTT
  • third-party (non-operator) OTT

  OTT video is split as follows:

  • linear - channels (paid-for and free)
  • linear - events
  • TVoD - (rental and ownership)
  • SVoD (paid-for and free)

Table of Contents

  • 7. Executive summary
  • 8. 46% of TV and video retail revenue in Western Europe will be generated by OTT video services by 2024
  • 9. Net retail revenue for operators will grow by EUR2.1 billion between 2019 and 2024, compared to EUR8.7 billion for third-party OTT providers
  • 10. Traditional pay-TV retail revenue has peaked in most Western European countries, but OTT video revenue is also growing where traditional TV revenue is in decline
  • 11. Regional trends
  • 12. Geographical coverage: OTT services will account for a significant proportion of pay-TV provider and operators' customer relationships
  • 13. OTT video delivery has become a credible alternative to traditional access technologies for operators - operator OTT connections will exceed DTH by 2024
  • 14. Retail revenue for OTT video services will almost double in Western Europe between 2019 and 2024; the bulk of this continues to be for SVoD services1
  • 15. The number of subscriptions of IPTV and operators' OTT services will increase, but cable, DTH and pay-DTT subscription numbers will fall between 2019 and 2024
  • 16. SVoD take-up will continue to increase rapidly, but linear channel subscriptions are also valuable and increasingly popular
  • 17. Country-level trends
  • 18. France: IP migration will affect DTH more than other access technologies; Altice plans to continue using DVB-C over fibre for TV delivery
  • 19. France: the number of OTT video users will grow, driven by global SVoD services such as Netflix and Disney+ but French linear channel services also drive growth
  • 20. Germany: healthy growth in the number of IPTV subscriptions will counterbalance a decline in the use of DTH as Sky migrates some customers to OTT video
  • 21. Germany: OTT video ASPU will climb to EUR17.8 per month by 2024 as consumers subscribe to multiple, cheaper services alongside Netflix
  • 22. Italy: the market is moving away from traditional pay TV as Mediaset focuses on OTT for paid-for services and Sky plans a stronger OTT push
  • 23. Italy: DAZN has rapidly changed the OTT market in 2018/19 and many Italian consumers are choosing to use multiple OTT services side by side
  • 24. Spain: Movistar has re-entered the OTT market, this time with sport; this will accelerate the decline of non-IP TV delivery market share
  • 25. Spain: competition in the OTT video market is increasing; Netflix still dominates, but low-priced alternatives will encourage service stacking
  • 26. UK: Sky's ‘dishless' service has not yet materialised and IPTV growth is stalling; the prognosis for the UK market is less positive than last year
  • 27. UK: SVoD, especially Netflix, will continue to dominate the OTT video market but service stacking will increase diversity and value in the market
  • 28. Forecast methodology and assumptions
  • 29. Our spend forecasts focus on the direct flow of money between consumers and OTT video providers
  • 30. How we classify OTT video services in this forecast31.Further definitions
  • 32. About the authors and Analysys Mason
  • 33. About the authors
  • 34. About Analysys Mason
  • 35. Research from Analysys Mason
  • 36. Consulting from Analysys Mason

List of Figures

  • Figure 1: Traditional pay-TV and OTT retail revenue and ASPU, Western Europe, 2016--20241
  • Figure 2: Pay-TV and OTT video retail revenue growth by service type, Western Europe, 2019--2024
  • Figure 3: Contribution of traditional pay TV and OTT video to total change in retail revenue in Western Europe, 2018--2023
  • Figure 4: Household penetration of pay TV and of operator OTT by country, Western Europe, 2024
  • Figure 5: Traditional pay-TV and OTT retail revenue for operators and pay-TV providers, Western Europe, 2016--2024
  • Figure 6: Pay-TV spend and CAGRs by service type, Western Europe, 2019--2024
  • Figure 7: Pay-TV connections and CAGRs by service type, Western Europe, 2019--2024
  • Figure 8: OTT video retail revenue by service type and blended ASPU, Western Europe, 2016--2024
  • Figure 9: OTT video users and growth rates by service type, Western Europe, 2019--2024
  • Figure 10: OTT video spend and growth rates by service type, Western Europe, 2019--2024
  • Figure 11: Pay-TV connections and ASPU by access technology, Western Europe, 2016--2024
  • Figure 12: OTT video users by business model, Western Europe,2016--2024
  • Figure 13: Pay-TV connections and OTT video users by access technology, France, 2016, 2019 and 2024
  • Figure 14: Retail revenue by OTT video service type, and ASPU, France, 2016--2024
  • Figure 15: Number of users by service type, France, 2016--2024
  • Figure 16: Pay-TV connections and OTT video users by access technology, Germany, 2016, 2019 and 2024
  • Figure 17: Retail revenue by OTT video service type, and ASPU, Germany, 2016--2024
  • Figure 18: Number of users by service type, Germany, 2016--2024
  • Figure 19: Pay-TV connections and OTT video users by access technology, Italy, 2016, 2019 and 2024
  • Figure 20: Retail revenue by OTT video service type, and ASPU, Italy, 2016--2024
  • Figure 21: Number of users by service type, Italy, 2016--2024
  • Figure 22: Pay-TV connections and OTT video users by access technology, Spain, 2016, 2019 and 2024
  • Figure 23: Retail revenue by OTT video service type, and ASPU, Spain, 2016--2024
  • Figure 24: Number of users by service type, Spain, 2016--2024
  • Figure 25: Pay-TV connections and OTT video users by access technology, UK, 2016, 2019 and 2024
  • Figure 26: Retail revenue by OTT video service type, and ASPU, UK, 2016--2024
  • Figure 27: Number of users by service type, UK, 2016--2024
  • Figure 28: Scope of our spend forecasts
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