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米国における有料TV加入者のチャーン分析:2024年までの予測

United States Pay TV Subscriber Churn Analysis, Forecast to 2024

発行 Frost & Sullivan 商品コード 926825
出版日 ページ情報 英文 108 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=109.88円で換算しております。
米国における有料TV加入者のチャーン分析:2024年までの予測 United States Pay TV Subscriber Churn Analysis, Forecast to 2024
出版日: 2020年02月10日 ページ情報: 英文 108 Pages
概要

当レポートは、米国における有料TV産業について調査し、加入数、収益、およびARPUの推移、市場成長の促進要因と課題、競合のソースの変化とM&A活動が加入者および料金設定へ及ぼす影響、注目すべき主な動向などについて分析しており、ケーブル・衛星・IPTVプロバイダー別による有料TV加入予測・収益予測・ARPU予測を提供しています。

エグゼクティブサマリー

市場概況

  • 調査範囲
  • 米国における有料TV配信チャンネル
  • デジタルメディアのバリューチェーン
  • 調査対象の市場セグメント
  • 市場定義
  • 市場用語
  • 米国におけるTV市場の状況
  • 主要なエコシステム参加企業
  • 有料TV普及率の概要
  • 本調査が取り扱う主な項目

促進要因・抑制要因:米国における有料TV市全体

  • 市場成長促進要因
  • 成長促進要因の説明
  • 市場成長阻害要因
  • 阻害要因の説明

予測:米国の有料TV市場

  • 予測の前提条件
  • 加入者予測
  • 加入者予測の議論
  • 収益予測
  • 収益予測の議論
  • ARPU予報
  • ARPU予測の議論
  • 加入者予測:セグメント別
  • 加入者比予測:セグメント別
  • 収益予測:セグメント別
  • 収益比予測:セグメント別

動向:米国の有料TV市場

  • インターネットビジネスラインに焦点を当てる
  • スマートテレビの台頭
  • TV Everywhere
  • ターゲット広告
  • コネクテッドホーム
  • クラウドDVR

市場シェア・競合分析:米国の有料テレビ市場

  • 加入者市場シェア
  • 加入者市場シェア分析
  • 競合環境

成長機会・推奨行動

  • 成長機会1:ブロードバンドサービス
  • 成長機会2:ターゲット広告
  • 成長機会3:OTTサービス
  • 成長機会4:先進サービス
  • 成功と成長のための戦略インペラティブ

ケーブルテレビセグメント

  • セグメント内訳
  • 市場エンジニアリング測定
  • 加入者予測
  • 収益予測
  • 加入者市場シェア

衛星テレビセグメント

  • セグメント内訳
  • 市場エンジニアリング測定
  • 加入者予測
  • 収益予測
  • 加入者市場シェア

IPTVセグメント

  • セグメント内訳
  • 市場エンジニアリング測定
  • 加入者予測
  • 収益予測
  • 加入者市場シェア

結論

付録

目次
Product Code: K306-70

Intensely Competitive Environment and a Proliferation of OTT Alternatives Leading to Subscriber Losses

This study is part of the Frost & Sullivan Digital Media research, with a base year of 2018 and a focus on pay TV market dynamics in the United States. Pay television is a video viewing service where content from multiple broadcasters, production houses and TV channels are transmitted through cable, satellite and/or ADSL/VDSL/fiber. Consumers pay a subscription fee for a set period of time based on the type of content consumed.

The pay TV industry in the United States is mature and increasingly saturated. Approximately 94% of households in the country own a television and more than two-thirds of these households pay for a television subscription. This number has been rapidly declining in the recent past for a whole host of reasons relating to the changing nature of the television and internet business, competition, pricing, choice and experience. The growth of connected devices and the proliferation of high-speed broadband have given rise to hundreds of internet-based subscription and transaction-based video on demand (VOD) offerings as well as virtual multichannel video programming distributor (vMVPD) offerings and skinny bundles. Viewers today have more choice than at any point in the past - this intensifies audience fragmentation and adversely impacts subscriber numbers and revenue forecasts, while also limiting average revenue per user (ARPU) growth in this industry. In parallel, other forces such as rising programming costs and declining advertising revenues, combined with increasing subscriber acquisition and retention costs, act to erode profitability for all players in this industry. However, pay TV subscriptions are still widely regarded as the primary way to access live news and sports content. In order to keep up with changing consumer viewing preferences and in an attempt to control subscriber churn, the pay TV industry has evolved over the past 3-5 years with service providers across cable, satellite and IPTV industries foraying into TV Everywhere offerings. Providers have also invested in advanced features and value-added services to compete effectively in this intense and dynamic market.

In this study, we take a look at the US pay TV industry - how subscriptions, revenues and ARPUs have fared since 2017, what factors drive this market, and what factors challenge this market. You will also read about how sources of competition have changed, how M&A activity affects subscribers and pricing in this market, what are the key trends to watch out for, some predictions and recommendations. The study also contains market forecasts for pay TV subscriptions, revenues and ARPUs through to 2024, segmented by cable, satellite and IPTV providers.

Table of Contents

Executive Summary

  • Key Findings
  • Key Findings (continued)
  • Market Engineering Measurements
  • Market Engineering Measurements (continued)
  • CEO's Perspective
  • Trends to Watch

Market Overview

  • Research Scope
  • Pay TV Distribution Channel in the United States
  • Digital Media Value Chain
  • Market Segments Covered in the Study
  • Market Definitions
  • Market Terminology
  • Market Terminology (continued)
  • Market Terminology (continued)
  • The US Television Market Landscape
  • Leading Ecosystem Participants
  • Pay TV Penetration Overview
  • Key Questions this Study will Answer

Drivers and Restraints-Total US Pay TV Market

  • Market Drivers
  • Drivers Explained
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Drivers Explained (continued)
  • Market Restraints
  • Restraints Explained
  • Restraints Explained (continued)
  • Restraints Explained (continued)
  • Restraints Explained (continued)
  • Restraints Explained (continued)
  • Restraints Explained (continued)
  • Restraints Explained (continued)
  • Restraints Explained (continued)
  • Restraints Explained (continued)

Forecasts-The US Pay TV Market

  • Forecast Assumptions
  • Subscriber Forecast
  • Subscriber Forecast Discussion
  • Revenue Forecast
  • Revenue Forecast Discussion
  • ARPU Forecast
  • ARPU Forecast Discussion
  • ARPU Forecast Discussion (continued)
  • Subscriber Forecast by Segment
  • Percent Subscriber Forecast by Segment
  • Revenue Forecast by Segment
  • Percent Revenue Forecast by Segment

Trends-The US Pay TV Market

  • Focus on the Internet Business Line
  • Rise of the Smart TV
  • TV Everywhere
  • Targeted Advertising
  • Connected Home
  • Connected Home (continued)
  • Cloud DVR
  • Cloud DVR (continued)

Market Share and Competitive Analysis-The US Pay TV Market

  • Subscriber Market Share
  • Subscriber Market Share Analysis
  • Subscriber Market Share Analysis (continued)
  • Subscriber Market Share Analysis (continued)
  • Competitive Environment

Growth Opportunities and Companies to Action

  • Growth Opportunity 1-Broadband Services
  • Growth Opportunity 2-Targeted Advertising
  • Growth Opportunity 3-OTT Services
  • Growth Opportunity 4-Advanced Services
  • Strategic Imperatives for Success and Growth

Cable TV Segment

  • Segment Breakdown
  • Market Engineering Measurements
  • Subscriber Forecast
  • Revenue Forecast
  • Subscriber Market Share

Satellite TV Segment

  • Segment Breakdown
  • Market Engineering Measurements
  • Subscriber Forecast
  • Revenue Forecast
  • Subscriber Market Share

IPTV Segment

  • Segment Breakdown
  • Market Engineering Measurements
  • Subscriber Forecast
  • Revenue Forecast
  • Subscriber Market Share

The Last Word

  • The Last Word-Predictions
  • The Last Word-Recommendations
  • Legal Disclaimer

Appendix

  • Market Engineering Methodology
  • Market Engineering Measurements
  • Market Engineering Measurements (continued)
  • List of Exhibits
  • List of Exhibits (continued)