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Pay TV Operator Forecasts

Table of Contents

Published in August 2016, this 134-page electronically-delivered report comes in two parts:

 A 96-page PDF giving an executive summary, operator analysis, country- by-country analysis and forecasts.  An excel workbook giving comparison tables and country-by-country forecasts in detail for 25 operators with 130 platforms across 18 territories for every year from 2010 to 2021.

Forecasts (2010-2021) contain the following detail for 18 countries:

By country: TV households subs Analog cable subs Pay IPTV subscribers Pay digital satellite TV subs Pay DTT homes Total pay TV subscribers Pay TV revenues

By operator (and by platform by operator): Pay TV subscribers Share of pay TV subscribers by operator Subscription & VOD revenues Share of pay TV revenues by operator ARPU

Countries and operators covered in the forecasts:

Country Operators ; Supercanal; DirecTV Bolivia DirecTV, Tigo, ; GVT; Vivo; Sky; VTR; Telefonica; Claro; DirecTV; Entel; Telsur Claro; UNE/; DirecTV; Claro; Tigo; Sky; Cabletica DirecTV; Claro; CNT; TV Cable/Sistema Claro; Tigo; Sky Claro; Tigo; Sky Claro; Tigo; Sky ; Cablemas; Izzi; Cablecom; TVI; Cable; Sky; Dish; Axtel; TotalPlay Claro; Tigo; Sky Claro; CWC; Sky Claro; Tigo; DirecTV Telefonica; Claro; DirecTV Liberty; Claro; DirecTV; Dish Cablevision; DirecTV Intercable; DirecTV; Movistar; CANTV

Top LatAm pay TV operators continue to dominate

Latin American pay TV is dominated by DirecTV/Sky and Claro/America Movil, which will together account for nearly half the region’s pay TV subs by end-2016, according to a new report from Digital TV Research. This share will be maintained for the next five years. Three more pan-regional operators, Telefonica/Movistar, Tigo/Millicom and , harbor ambitions to increase their regional market shares.

Top five Latin American pay TV operators by subscribers (000) Ranking Operator Country 2016 Ranking Operator Country 2021 1 DirecTV Latin Pan-regional 20,221 1 DirecTV Latin Pan-regional 23,286 America/Sky America/Sky 2 Claro Pan-regional 15,209 2 Claro Pan-regional 17,719 3 Telefonica/Movistar Pan-regional 4,814 3 Telefonica/Movistar Pan-regional 6,501 4 Televisa Cable Mexico 4,294 4 Cablevision Argentina 3,832 5 Cablevision Argentina 3,417 5 Dish Mexico 3,662 Source: Digital TV Research. Note: paying subscribers only

With 130 platforms across 18 countries covered in the Latin America Pay TV Operator Forecasts report, 25 operators will collectively generate 88% of Latin American pay TV subscribers by end-2016 – again this share will be maintained until the end of the forecast period. The regional pay TV subscriber total will climb from 72.02 million by end-2016 to 83.56 million by 2021.

There are some sizeable domestic players beyond the pan-regional players. Argentina’s Cablevision (which also has operations in neighboring Uruguay) will climb to fourth place by 2021. Mexico’s Televisa has merged its cable operations into a single entity. The company is also the majority owner of the Sky satellite TV platform.

The 25 featured operators will continue with their 90%+ share of Latin American pay TV revenues for the next five years. DirecTV/Sky and Claro together will take 62% of the 2016 total, although this share will fall slightly by 2021. Latin American pay TV revenues will grow from $18.31 billion in 2016 to $19.82 billion by 2021.

For more information on the Latin America Pay TV Operator Forecasts report, please contact: Simon Murray, [email protected], Tel: +44 20 8248 5051

Digital TV Research publication schedule for 2016 Title Publication Price Date 1 Digital TV Sub-Saharan Africa Forecasts January £900/$1350/€1125 2 Digital TV Middle East & North Africa January £900/$1350/€1125 Forecasts 3 Digital TV Asia Pacific Forecasts March £900/$1350/€1125 4 Digital TV Latin America Forecasts March £900/$1350/€1125 5 Digital TV North America Forecasts March £500/$750/€625 6 Digital TV Eastern Europe Forecasts April £900/$1350/€1125 7 Digital TV Western Europe Forecasts April £900/$1350/€1125 8 Digital TV World Household Forecasts April £1300/$1950/€1625 9 Digital TV World Revenue Forecasts May £1300/$1950/€1625 10 Digital TV World Databook May £800/$1200/€1000 11 Middle East & Africa OTT TV & Video Forecasts May £900/$1350/€1125 12 Asia Pacific OTT TV & Video Forecasts June £900/$1350/€1125 13 Latin America OTT TV & Video Forecasts June £900/$1350/€1125 14 North America OTT TV & Video Forecasts June £500/$750/€625 15 Eastern Europe OTT TV & Video Forecasts July £900/$1350/€1125 16 Western Europe OTT TV & Video Forecasts July £900/$1350/€1125 17 Global OTT TV & Video Forecasts July £1500/$2250/€1875 18 Asia Pacific Pay TV Operator Forecasts August £900/$1350/€1125 19 Middle East & Africa Pay TV Operator August £900/$1350/€1125 Forecasts 20 Latin America Pay TV Operator Forecasts August £900/$1350/€1125 21 North America Pay TV Operator Forecasts September £500/$750/€625 22 Eastern Europe Pay TV Operator September £900/$1350/€1125 Forecasts 23 Western Europe Pay TV Operator September £900/$1350/€1125 Forecasts 24 Global Pay TV Operator Forecasts October £1500/$2250/€1875 25 Middle East & Africa SVOD Forecasts October £900/$1350/€1125 26 Asia Pacific SVOD Forecasts October £900/$1350/€1125 27 Latin America SVOD Forecasts November £900/$1350/€1125 28 North America SVOD Forecasts November £500/$750/€625 29 Eastern Europe SVOD Forecasts November £900/$1350/€1125 30 Western Europe SVOD Forecasts December £900/$1350/€1125 31 Global SVOD Forecasts December £1500/$2250/€1875

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