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通信&メディアのコンバージェンス:パラダイムシフトによるビデオ市場の変容

Telecoms-Media Convergence: A Paradigm Shift Driving the Video Market's Transformation

発行 IDATE DigiWorld 商品コード 345464
出版日 ページ情報 英文 54 Pages
納期: 即日から翌営業日
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通信&メディアのコンバージェンス:パラダイムシフトによるビデオ市場の変容 Telecoms-Media Convergence: A Paradigm Shift Driving the Video Market's Transformation
出版日: 2018年05月29日 ページ情報: 英文 54 Pages
概要

当レポートでは、通信およびメディア市場のコンバージェンスの動向を調査し、エコシステムの変容、通信事業者によるメディアコンバージェンスの目的とアプローチ、主要10社のコンバージェンス戦略、長期的展望、各種提言などをまとめています。

第1章 エグゼクティブサマリー

  • 要点
  • 提言

第2章 エコシステムの変化

  • TV・ビデオ市場の変化の様相
  • 通信市場の変化の様相
  • GAFAカルテット ((Google/Amazon/Facebook/Apple) の拡張
  • 法規制・競争当局の影響
  • 地域の競合の影響

第3章 通信&メディアコンバージェンス:目的・アプローチ

  • 運営上の目的
  • 戦略政策
  • コンテンツ取得手法

第4章 オペレーターの戦略

  • Altice
  • AT&T
  • BT
  • Comcast
  • Deutsche Telekom
  • KT
  • Liberty Global
  • Orange
  • Telefonica
  • Vodafone
  • 集中化・国際化の進む市場

第5章 長期的オプション

  • ネットワーク投資とコンテンツコストのトレードオフ
  • 高い影響力を持つTV・ビデオの放送・配信オプション
  • TV・ビデオ市場の変容との随伴:コンバージェンスの次のステージ
目次
Product Code: M18230MRA

The way that people consume video is changing, but screen time continues to rise and monetisation capabilities are still very strong.

For operators (i.e. cable companies and telcos), depending on their situation, services can enable to them to generate additional ARPU, secure customer loyalty, and attract new subscribers as they compete for superfast access market share. So no operator today can afford not to have a TV/video strategy.

This report begins with a look at how the ecosystem is evolving for industry players, then delivers an inventory of telcos' objectives and approaches to convergence, along with an analysis of 10 players' convergence strategies, then concludes with a description of the main options available over the long term.

Table of Contents

1. Executive summary

  • 1.1. Key points
  • 1.2. Recommendations

2. A changing ecosystem

  • 2.1. How the television and video market is changing
  • 2.2. How the telecommunications market is changing
  • 2.3. The GAFA quartet's expansion
  • 2.4. Influence of regulation and competition authorities
  • 2.5. Influence of local competition

3. Telecoms-media convergence: objectives and approaches

  • 3.1. Operational objectives
  • 3.2. Strategy policies
  • 3.3. Content acquisition methods

4. Operators' strategies

  • 4.1. Altice
  • 4.2. AT&T
  • 4.3. BT
  • 4.4. Comcast
  • 4.5. Deutsche Telekom
  • 4.6. KT
  • 4.7. Liberty Global
  • 4.8. Orange
  • 4.9. Telefónica
  • 4.10. Vodafone
  • 4.11. An increasingly concentred and more international market

5. What are the long-term options?

  • 5.1. Trade-offs between network investments and content costs
  • 5.2. Highly influential TV and video distribution options
  • 5.3. Accompanying the TV and video market's transformation: the next stage of convergence

List of Tables

  • Table 1: A selection of Internet giants' sports rights acquisitions
  • Table 2: Progression of ARPU and churn for Fusion (Telefónica) bundles
  • Table 3: Telecoms-media convergence strategic methods
  • Table 4: Telcos' production-related investments and acquisitions
  • Table 5: Telcos' sports rights acquisitions
  • Table 6: Telcos' investments in original productions
  • Table 7: KT bundle prices (in KRW) 2016
  • Table 8: Availability of Liberty Global's advanced video services, by country, December 2017
  • Table 9: Liberty Global's TV & video revenue and costs
  • Table 10: Liberty Global's MVNO agreements
  • Table 11: Telecom market mergers and acquisitions in Europe
  • Table 12: Telcos' video streaming products
  • Table 13: Development of video-related innovations

List of Figures

  • Figure 1: Decrease in linear TV viewing time between 2011 and 2016
  • Figure 2: Progression of regional TV revenue growth, 2013-2021
  • Figure 3: Breakdown of daily TV content viewing time between live, time-shifted and SVOD, in North America
  • Figure 4: Global OTT video market growth, 2012-2017
  • Figure 5: Global telecom services market growth, 2012 - 2021
  • Figure 6: Telecom services' contribution to revenue growth worldwide, by segment, 2012 - 2021
  • Figure 7: Progression of the top Internet companies' market cap
  • Figure 8: Examples of Internet companies' video services in 2017
  • Figure 9: Video subscriber growth for Netflix and Amazon Prime Video worldwide, 2015-2017
  • Figure 10: Internet giants' estimated spending on producing original content, in 2017 and 2018
  • Figure 11: Impact of the paid peering agreement between Netflix and Comcast
  • Figure 12: Comparison of pay-TV penetration rates
  • Figure 13: Progression of cablecos' and telcos' broadband subscriber numbers in the United State, through the disruption of the 2000s
  • Figure 14: Progression of ISPs' fixed broadband market share in the UK
  • Figure 15: Progression of AT&T Entertainment Group's revenue and EBITDA
  • Figure 16: Impact of the acquisition of football rights on BT subscriber numbers, quarterly net gains
  • Figure 17: Comparison of AT&T's TV & Internet ARPU
  • Figure 18: Estimated monthly per-subscriber revenue for Liberty Media in Europe*
  • Figure 19: Positive impact of bundles for AT&T
  • Figure 20: Synthesis of convergence objectives and methods
  • Figure 21: Growth of the number of original TV series in the United States (estimates), 2002-2016
  • Figure 22: A selection of Vodafone distribution partnerships
  • Figure 23: The new Altice, post-split, as of mid-2018
  • Figure 24: The new Altice Pay TV company
  • Figure 25: Growth of SFR's residential fixed subscribers (Altice France)
  • Figure 26: Progression of AT&T Entertainment Group's revenue and EBITDA margin
  • Figure 27: Growth of AT&T's TV and video subscriber base
  • Figure 28: How the AT&T and Time Warner businesses might complement one another
  • Figure 29: Progression of BT residential ARPU and subscriber numbers
  • Figure 30: Progression of BT's quarterly residential customer revenue and EBITDA
  • Figure 31: EBITDA progression for Comcast's businesses
  • Figure 32: Expected benefits of the merger with Sky, according to Comcast
  • Figure 33: Subscriber growth for Deutsche Telekom in Germany
  • Figure 34: KT's revenue growth by segment
  • Figure 35: Progression of KT's fixed broadband and TV subscribers
  • Figure 36: Liberty Global revenue and subscriber data
  • Figure 37: Orange subscriber growth in France
  • Figure 38: Orange and content in Europe
  • Figure 39: Orange subscriber growth in Spain
  • Figure 40: Progression of Telefónica broadband and TV subscribers in Spain
  • Figure 41: Telefónica's basic quadruple play bundle
  • Figure 42: Vodafone's TV business
  • Figure 43: Vodafone churn in Spain according to the number of services
  • Figure 44: Telcos' content investments
  • Figure 45: Media-telecoms market concentration in the United States
  • Figure 46: Telcos' TV subscriber numbers, main market and aggregate total, in 2017
  • Figure 47: Comparison of content cost and Capex to revenue ratios for BT, Comcast cable and Telefónica España, in 2017
  • Figure 48: Comparison of Virgin Media's Internet and video revenue
  • Figure 49: Comparison of Comcast's Internet and video revenue
  • Figure 50: OTT companies' two-sided model
  • Figure 51: BT Sport access modes and pricing
  • Figure 52: Pay-TV providers that offer OCS
  • Figure 53: Synthesis of telcos' possible convergent positionings
  • Figure 54: 5G and entertainment according to NTT DoCoMo
  • Figure 55: Telefónica's trajectory
  • Figure 56: Targeted TV advertising's share of total advertising in the main markets in 2021

Geographic area

  • World

Players

  • Alibaba
  • Altice
  • Amazon
  • Apple
  • ATT
  • BT
  • Comcast
  • Deutsche Telekom
  • Facebook
  • Google
  • KT
  • Liberty Global
  • Orange
  • Telefónica
  • Tencent
  • Vodafone
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