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市場調査レポート

衛星有料TV:主要エコノミクス・展望

Satellite Pay-TV: Key Economics & Prospects

発行 Euroconsult 商品コード 320685
出版日 ページ情報 英文
納期: お問合せ
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衛星有料TV:主要エコノミクス・展望 Satellite Pay-TV: Key Economics & Prospects
出版日: 2014年12月09日 ページ情報: 英文
概要

当レポートでは、DTH(Direct-to-home)有料TVビジネスの市場構造、動向、促進因子および現在/将来の財務側面について調査しており、主要業績指標およびサービス戦略のベンチマーク、DTHビジネス・プラットフォーム(加入、チャーン、ARPU、利益、提供サービス)に関する主要指標のデータベース、および主要地域・国別市場におけるダイナミクスのレビューなどをまとめ、お届けいたします。

第1章 市場構造・商業実績・主要エコノミクス

  • 加入者動向・促進因子
  • フォーカス:新たな衛星有料TVのプラットフォーム・新市場への拡大
  • 世界の衛星有料TVビジネスマップ
  • フォーカス:統合の動向・将来の衛星有料Tv市場
  • 衛星有料TVプラットフォームの3つの開発ステージ
  • フォーカス:垂直統合・衛星有料TVビジネスにおける通信事業者のプレゼンスの拡大
  • ARPU動向・促進因子
  • 衛星有料TV産業の収益実績
  • 衛星有料TVビジネスの運営コスト(OPEX)の内訳
  • 加入者獲得コスト(SAC)・チャーンへの注目
  • 衛星有料TVプラットフォームの営業利益率(OPM)
  • 配信および著作権侵害
  • 新興デジタル市場における衛星有料TVビジネスに関する合成SWOT分析
  • 衛星有料TV加入の促進因子・予測
  • 衛星有料TVプラットフォームの収益予測
  • 予測:衛星有料TVプラットフォームチャンネル・容量の利用

第2章 商業戦略:コンテンツ・サービス

  • 衛星有料TVプラットフォームのサービスエコシステムおよび経済モデル
  • 衛星有料TVプラットフォームによる全体的なチャネル放送:動向・ベンチマーク
  • 衛星有料TVプラットフォームによる高解像度チャネル放送:動向・メリット
  • 専門チャンネルおよびコンテンツ著作権は衛星有料TVプラットフォームにとって重要な資産
  • 受信機:変換からDVRおよびマルチメディア機能へ
  • 衛星有料TV企業の戦略はクロスメディアプラットフォームに
  • 衛星有料TVプラットフォームのOTT戦略
  • フォーカス:新興デジタル市場におけるOTTサービス
  • ウルトラHD:衛星有料TVプラットフォームは新フォーマットへの関心拡大を示す
  • 衛星有料TV:フォーマット、圧縮および放送標準へのロードマップ
  • 価格戦略:アップフロントコストからコンテンツパッケージへ
  • 送信:衛星有料TVサービス向けに利用される容量
  • 衛星有料TVサービスを支える軌道位置およびオペレーター

第3章 地域市場の分析

  • ラテンアメリカ
  • 中欧
  • ロシア・中央アジア
  • 中東・アフリカ
  • アジア太平洋地域

地域概要

  • 市場概要
  • 説明付き地図:国別
  • 主要動向・促進因子・イベント
  • 主なデータ・
  • 予測(加入者・収益・TVチャネル・容量)

図表

目次
Product Code: DTH14

An assessment of the growth dynamics, development strategies and economics of satellite pay-TV platforms to support decision marking.

‘Satellite Pay-TV: Key Economics & Prospects’ assesses the market structure, trends, drivers and current/future financial aspects of the direct-to-home pay-TV business. The report covers extensive analysis of best practices in the satellite pay-TV business, supported by extensive databases on satellite pay-TV players worldwide. Information from all satellite pay-TV platforms currently in service and/or under development was analyzed in order to cover different aspects of the satellite pay-TV business, ranging from service offerings to subscription trends, key metrics (ARPU, OPEX, chum), revenues, profit margins and forecasts. In addition to global market assessments, targeted regional focuses highlight selected drivers, forecasts and country-specific issues.

Highlights from the report:

The global satellite pay-TV industry has observed strong growth in the past five years despite an increasingly competitive TV landscape where IPTV, DTT and connected entertainment services have rapidly expanded their reach. Subscriptions to satellite pay-TV reached 196 million homes in 2013 and revenues topped $97 billion. While key performance indicators of the sector continued to grow, a slight slowdown was observed, largely attributable to the lack of dynamism in mature markets. Emerging markets now account for 60% of global subscribers, as well as nearly 100% of subscription growth.

Emerging markets should account for nearly 100% of growth in subscriptions, revenues and number of TV channels by 2023. Global subscriptions should reach 340 million in 2023; emerging markets should account for nearly 80% of the total, with Asia and Sub-Saharan Africa expected to be the fastest-growing regions. Subscriptions will be largely supported by the greater availability of low-cost offerings. Nearly 30,000 channels should be distributed in 2023, with growth favored by the take-off of HD in emerging markets and rollout of the 1st UHD channels.

Report elements:

  • Over 70 pages
  • More than 130 full page graphs and tables
  • 10 profiles of key players in emerging regions
  • Comprehensive digital files including all forecasts in Excel files

Key trends, drivers & forecasts:

  • Market sizing and review of industry structure, including vertical integration
  • Key drivers (economic, technical, services, etc.)
  • Benchmark of key performance indicators and service strategies
  • Excel databases with key indicators on the DTH business and platforms (subscriptions, churn, ARPU, margin, service offerings)
  • Review of dynamics in key regional and national markets

SAMPLES

Table of Contents

1- Market Structure, Commercial Performance And Key Economics

  • Subscriptions trends and driver
  • Focus: new satellite pay-TV platforms and expansion into new market
  • World map of the satellite pay-TV business (2013)
  • Focus: New satellite pay-TV platforms & expansion into new markets
  • Focus: consolidation trends and future satellite pay-TV markets
  • The three-stage development of satellite pay-TV platforms
  • Focus: vertical integration and the growing presence of telcos in the satellite pay-TV business
  • ARPU trends and drivers
  • Revenue performance for the satellite pay-TV industry
  • Breakdown of operating costs (OPEX) for satellite pay-TV business
  • Focus on subscriber acquisition cost (SAC) and churn
  • Operating margins for satellite pay-TV platforms
  • Distribution and piracy
  • Synthetic SWOT analysis on the satellite pay-TV business in emerging digital market
  • Drivers and forecasts to 2023 for satellite pay-TV subscriptions
  • Revenue forecasts to 2023 for satellite pay-TV platforms
  • Forecasts to 2023: satellite pay-TV platforms channels and capacity used

2- Commercial Strategies: Content And Services

  • Service ecosystem and economic model of a satellite pay-TV platform (2014)
  • Overall channels broadcast by satellite pay-TV platforms: trends and benchmark
  • High definition channels broadcast by satellite pay-TV platforms: trends and benefits
  • Proprietary channels and content rights are important assets for satellite pay-TV platforms
  • Receivers: from reception to DVR and multimedia capabilities
  • Strategies of satellite pay-TV companies to become cross media platforms
  • OTT strategies of satellite pay-TV platforms
  • Focus: OTT services in emerging digital markets
  • Ultra HD: satellite pay-tv platforms show growing interest in new format
  • Satellite pay-TV: roadmap for formats, compression and broadcast standards
  • Pricing strategy: from upfront costs to content packages
  • Transmission: volume of capacity used for satellite pay-TV services
  • Orbital positions and operators supporting satellite pay-TV services

3- Regional Market Analysis

  • LATIN AMERICA
  • CENTRAL EUROPE
  • RUSSIA AND CENTRAL ASIA
  • MIDDLE EAST AND AFRICA
  • ASIA PACIFIC

Regional overviews, including:

  • Regional overviews, including:
  • Market overview
  • Map with subscriptions by country
  • Key trends, drivers and events
  • Key figures and selected focuses for largest national markets
  • Forecasts to 2023 (subs, revenues, TV channels, capacity)

Listing of Tables & graphs

01- MARKET STRUCTURE, COMMERCIAL PERFORMANCE AND KEY ECONOMICS

SUBSCRIPTIONS TRENDS AND DRIVERS

  • SUBSCRIPTIONS TO SATELLITE PAY-TV PLATFORMS
  • SUBSCRIPTIONS BY REGION: NET ADDITIONS VS. GROWTH RATES (2013)
  • FASTEST-GROWING COUNTRIES IN TERMS OF SATELLITE PAY-TV SUBSCRIPTIONS (2013)

WORLD MAP OF THE SATELLITE PAY-TV BUSINESS (2013)

FOCUS: NEW SATELLITE PAY-TV PLATFORMS AND EXPANSION INTO NEW MARKETS

  • NUMBER OF SATELLITE PAY-TV PLATFORMS BY REGION
  • NUMBER OF SATELLITE PAY-TV PLATFORMS IN SELECTED FAST GROWING MARKETS
  • SATELLITE PAY-TV PLATFORMS LAUNCHED IN 2014
  • PRESENCE BY NUMBER OF COUNTRIES FOR SATELLITE PAY-TV PLATFORMS (2014)

FOCUS: CONSOLIDATION TRENDS AND FUTURE DTH MARKETS

  • M&A PROCESS BY YEAR AND REGION (2009-2014)
  • FUTURE PLANNED SATELLITE PAY-TV SERVICES

THE THREE-STAGE DEVELOPMENT OF SATELLITE PAY-TV PLATFORMS

FOCUS: VERTICAL INTEGRATION AND THE GROWING PRESENCE OF TELCOS IN THE SATELLITE PAY-TV BUSINESS

  • WITH LIMITED BUT GROWING SHARE OF SUBSCRIBERS UNDER CONTROL GLOBALLY IN 2014
  • THREE APPROACHES TO VERTICAL INTEGRATION IN EMERGING MARKETS

ARPU TRENDS AND DRIVERS

  • EVOLUTION OF ARPU IN LOCAL CURRENCY AND IN U.S. DOLLAR (2003-2013)
  • ARPU BENCHMARK FOR SATELLITE PAY-TV PLATFORMS (2013)
  • ARPU/MONTH IN US$ FOR BENCHMARK OF SATELLITE PAY-TV PLATFORMS OPERATING IN EMERGING DIGITAL MARKETS (2013)

REVENUE PERFORMANCE FOR THE SATELLITE PAY-TV INDUSTRY

  • PRIMARY DRIVERS FOR REVENUE GROWTH
  • REVENUES OF SATELLITE TV PLATFORMS, BREAKDOWN BY REGION (2007-2013)
  • TOP 15 SATELLITE PAY-TV PLATFORMS FOR REVENUES (2013)
  • TOP 15 SATELLITE PAY-TV PLATFORMS FOR REVENUES GROWTH IN LOCAL CURRENCIES (2013)

BREAKDOWN OF OPERATING COSTS (OPEX) FOR DTH BUSINESS

  • EXPENDITURE STRUCTURE FOR A SATELLITE PAY-TV PLATFORM (2013)
  • PROGRAMMING EXPENDITURE AS % OF SALES FOR SATELLITE PAY-TV PLATFORMS (2013)
  • DISTRIBUTION OF THE OPERATING EXPENDITURES FOR A SAMPLE OF SATELLITE PAY- TV PLATFORMS (2013)

FOCUS ON SUBSCRIBER ACQUISITION COST (SAC) AND CHURN

  • SUBSCRIBER ACQUISITION COSTS FOR A SAMPLE OF SATELLITE PAY-TV PLATFORMS (2008-2013)
  • BENCHMARK OF CHURN RATES FOR A SAMPLE OF SATELLITE PAY-TV PLATFORMS

OPERATING MARGINS FOR SATELLITE PAY-TV PLAYERS

  • REVENUE AND EBIT FOR THE SATELLITE PAY-TV INDUSTRY (1999-2013)
  • EBITDA MARGINS FOR SELECTED SATELLITE PAY-TV PLATFORMS (2007-2013)
  • TIME TO BREAKEVEN FOR SATELLITE PAY-TV PLATFORMS
  • EBITDA MARGINS FOR SELECTED SATELLITE PAY-TV PLATFORMS OPERATING IN EMERGING MARKETS

DISTRIBUTION AND PIRACY

  • INDOVISION DISTRIBUTION NETWORK (2014)
  • TRUEVISIONS SUBSCRIPTION GROWTH IS DRIVEN BY FTA PACKAGES
  • MNC SKYVISION: 3 BRANDS TO LIMIT THE IMPACT OF PIRACY
  • ASTRO'S NJOI SUBSCRIPTION-FREE SERVICE TARGETS LOWER-INCOME MARKET

SERVICE ECOSYSTEM AND ECONOMIC MODEL OF A SATELLITE PAY-TV PLATFORM (2014)

OVERALL CHANNELS BROADCAST BY DTH PLATFORMS: TRENDS AND BENCHMARK

  • TV SIGNALS BROADCAST BY SATELLITE PAY-TV PLATFORMS
  • NUMBER OF CHANNELS PER SATELLITE PAY-TV PLATFORM
  • BREAKDOWN BY THEME OF CONTENT OFFERING FOR SELECTED PLATFORMS
  • NUMBER OF NET NEW CHANNELS FOR DTH PLATFORMS OPERATING IN EMERGING MARKETS (2013)

STRATEGIES FOR HIGH DEFINITION AND BENEFITS

  • HD SIGNALS BROADCAST BY SATELLITE PAY-TV PLATFORMS
  • NUMBER OF PLATFORMS OFFERING HD SERVICES
  • HD PENETRATION FOR SELECTED PLATFORMS
  • NUMBER OF HD CHANNELS PER PLATFORM

PROPRIETARY CHANNELS & CONTENT RIGHTS IMPORTANT ASSETS FOR SATELLITE PAY-TV PLATFORMS

  • PROPRIETARY CHANNELS AND THEIR SHARE OF TOTAL CHANNELS OFFERED
  • SAMPLE OF INVESTMENTS IN LOCAL PRODUCTION
  • COSTS FOR SPORT RIGHTS IN THREE OF THE LARGEST EUROPEAN SATELLITE PAY-TV MARKETS

RECEIVERS: FROM RECEPTION TO DVR AND MULTIMEDIA CAPABILITIES

  • THE ROLLOUT OF DVR SERVICES BY PLATFORM
  • DVR STORAGE CAPACITY OFFERED BY SATELLITE PAY-TV PLATFORMS (2014)

STRATEGIES OF SATELLITE PAY-TV COMPANIES TO BECOME CROSS MEDIA PLATFORMS

  • SHARE OF SATELLITE PAY-TV PLATFORMS OFFERING NON-LINEAR SERVICES (2012-2014)

FOCUS: OTT STRATEGIES OF SATELLITE PAY-TV PLATFORMS

  • GLOBAL REVENUES: OTT VS. SATELLITE PAY - TV (2011-2013)
  • SKY DEUTSCHLAND: CUSTOMER SESSIONS TO SKYGO OTT SERVICE
  • BENCHMARK OF OTT SERVICES LAUNCHED BY SATELLITE PAY-TV PLATFORMS
  • FOCUS: OTT SERVICES IN EMERGING DIGITAL MARKETS
  • ASTRO-ON-THE-GO DOWNLOADS
  • MOVISTAR OTT SERVICES IN LATIN AMERICA
  • INTERNET SPEED BY ASIAN COUNTRY (4Q 2013)

2- COMMERCIAL STRATEGIES: CONTENT AND SERVICES

ULTRA HD: SATELLITE PAY-TV PLATFORMS SHOW GROWING INTEREST IN NEW FORMAT

  • UHD TRIALS (2014) AND FUTURE PLANNED CHANNELS
  • UHD SIGNALS BROADCAST BY SATELLITE PAY-TV PLATFORMS

SATELLITE PAY-TV: ROADMAP FOR FORMATS, COMPRESSION AND BROADCAST STANDARDS

PRICING STRATEGY: FROM UPFRONT COSTS TO CONTENT PACKAGES

  • BASIC PACKAGE: MONTHLY FEES VS. NUMBER OF CHANNELS (2Q2013)
  • AVERAGE BASIC PACKAGE FEES BY REGION (2009 & 2014)
  • AVERAGE UPFRONT COSTS FOR SATELLITE PAY-TV PLATFORMS (2014)
  • AVERAGE PRICE OF A SUBSIDIZED STB (2007-2013)

TRANSMISSION: VOLUME OF CAPACITY USED FOR SATELLITE PAY-TV SERVICES

  • SATELLITE CAPACITY USED BY DTH PLATFORMS
  • CAPACITY LEASED BY LEADING DTH PLATFORMS (WORLD, 2013)
  • AVERAGE NUMBER OF TRANSPONDERS PER PLATFORM AND REGION (2009-2013)

ORBITAL POSITIONS AND OPERATORS SUPPORTING DTH SERVICES

  • LEADING SATELLITE OPERATORS BY NUMBER OF PLATFORMS DISTRIBUTED AND CAPACITY USED (2013)
  • TOP 3 ORBITAL POSITIONS BY NUMBER OF SATELLITE PAY-TV SIGNALS DISTRIBUTED IN EACH REGION (2013)
  • TOP ORBITAL POSITIONS IN EMERGING MARKETS BY NUMBER OF SATELLITE PAY-TV SUBS (2013)

3- REGIONAL FOCUSES

GRAPHS FOR EACH REGION:

  • SUBSCRIBERS TO SATELLITE PAY-TV BY COUNTRY (2007-2023)
  • REVENUES OF SATELLITE PAY-TV PLATFORMS (2007-2023)
  • SATELLITE PAY-TV CHANNELS BY FORMAT (2007-2023)
  • SATELLITE CAPACITY USED BY SATELLITE PAY-TV PLATFORMS (2007-2023)

INCLUDES REGIONAL MAPS OF SATELLITE PAY-TV PLATFORMS

  • INCLUDES TABLES WITH KEY FIGURES FOR THE LARGEST REGIONAL SATELLITE PAY-TV MARKETS
  • INCLUDES TABLES WITH KEY FIGURES FOR ALL SATELLITE PAY-TV PLATFORMS
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