Asia Pacific Pay-Tv & Broadband Markets
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ASIA PACIFIC PAY-TV & BROADBAND MARKETS 2012 Edition TRACKING GROWTH, EVALUATING COMPETITION AND CREATING VALUE Asia Pacific Pay-TV & Broadband Markets 2012 (AP 2012), to be published in April 2012, represents Media Partners Asia’s (MPA’s) tenth annual analysis of Asia’s pay-TV and broadband industries. The AP series is widely regarded as the definitive guide to the commercial distribution of pay-TV, digital, broadband and next generation television and communications over cable, satellite and telecommunications networks in 16 markets across Asia Pacific. Exclusive MPA analysis also incorporates historical indicators and forecasts on media and communications consumption across 16 territories and profiles more than 100 distribution platforms with operating and financial indicators. The AP series is established as the only authoritative reference of its kind, based on MPA’s independent analysis of information provided by operators, broadcasters, investor groups, technology suppliers, regulatory agencies and media buyers. AP 2012 offers plenty of compelling features including: All new value for MPA subscribers and clients: Buyers of the report receive complimentary access to: (1) Excel models included in the report; (2) Underlying models by operator with forecasts, where required; (3) Q&A and guidance with MPA analysts. Additional buy through access at competitive prices to relevant bundled MPA analysis including: (1) The MPA Channel database: CPS, tiering, subscriber penetration, MGs, local ad sales and affiliate fees for more than 50 broadcasters; and (2) The MPA Operator database: Updated quarterly TV and broadband subs and penetration by tier, ARPUs and more. Analysis of new competitors and disruptors. New entrants are shaking up the pay-TV ecosystem; MPA evaluates the new players, their strategies and their impact on market growth and value in Australia, India, Indonesia, Japan, Malaysia and Thailand. The fragility of growth. Certain Asian markets are saturating rapidly and demand for certain genres and services is bottoming out. MPA evaluates renewal and growth options for the pay-TV business model in these markets with a focus on packaging, content dynamics, competitive dynamics and the growth of value added services. New affordability analysis. MPA unveils the Pay-TV Index with analysis of affordability for pay-TV amongst various demographics and the impact on tiering and packaging. MPA proprietary analysis of market fundamentals. Analysis and detailed operating models for 16 markets, tracking and forecasting pay-TV and broadband adoption; ARPU and consumer spend; subscription fees by basic and premium tiers, service and platform; local, regional and advanced advertising; end-user subscription revenues; platform content spends; fees for broadcasters; distribution platform capEx. Next-generation TV and communications. Detailed quantitative and qualitative analysis of how DTV and broadband systems are retooling platforms in the next-generation universe with data and details on trends in PVR, HDTV and VOD adoption/ penetration, revenues and profitability; DOCSIS 3.0 and fiber broadband deployment, adoption and pricing; and the future winners and losers in over-the-top video services (online video). Content and service dynamics. Analysis of service/application/content differentiators and drivers for distribution platforms plus evaluation of marketing and tiering strategies. Key drivers of pay-TV content markets with a strategic evaluation of how distribution platforms are spending their money and where advertisers are placing their bets: Local, internally produced content, regional/international content, key local genres by spends and revenue; VOD, DVR, next-generation digital & broadband technology. ASIA PACIFIC PAY-TV & BROADBAND MARKETS 2012 Edition Competitive dynamics. Where does pay-TV fit into the value chain: MPA discusses pay-TV’s role and competitive positioning in key markets versus free-TV, online media and digital terrestrial services. Policy scenarios. Appraisal of key changes in the Asian pay-TV and broadband regulatory roadmap and their impact. Investment criteria and financial analysis. We highlight how operators are investing in capital expenditure in key markets and which investors are funding operators; key strategic and PE capital positions across platforms and full financial metric analysis of key distribution platforms, broadcasters and content providers plus expanded analysis of public and private market valuations for the industry. League tables. MPA’s end-of-the year league tables for the leading platforms and broadcasters/content providers across 16 markets, and regionally by subscribers, revenues and profits ASIA PACIFIC PAY-TV & BROADBAND MARKETS 2012 Edition SECTORS PROFILED MARKETS PROFILED SEGMENTS Cable & Broadband Australia Macroeconomics DTH Satellite TV China Television Household Universe IPTV Hong Kong Addressable Market for Pay-TV Fixed & Mobile Broadband India Subscribers, ARPUs and Broadband Media Indonesia economics/consumption for: Broadcasting & Content Japan Analog Pay-TV Digital & Interactive TV Korea Broadband ADSL, ADSL2+, VDSL Finance & Investment Malaysia Broadband Cable Regulation New Zealand Broadband FTTx Pakistan Cable TV The Philippines Digital Pay-TV Singapore DTH Satellite TV Sri Lanka DVR Taiwan IPTV Thailand HDTV Vietnam Online Video Telephony VOD Wireless Broadband Pay-TV Subscription Pay-TV Advertising Local Pan Regional Industry Revenues by Platform Pay-TV & Broadband Operator Economics Metrics by market for subs, ARPU, Sales & EBITDA Rankings Channel / Broadcast Economics Ad Sales Rankings by profit and sales Subscription & other fees Online Video Economics Financial Valuations: Operators & Broadcasters Investment: M&A, IPOs, Equity & Debt Regulatory Index ASIA PACIFIC PAY-TV & BROADBAND MARKETS 2012 Edition PROFILED OPERATORS (CABLE, DTH, IPTV, MOBILE TV) Airtel Digital TV PCCW Asianet Satellite Communications Ltd Polaris Media Group Astro All Asia Networks PT Indonusa Telemedia Beijing Gehua Cable TV Network PT LinkNet Cable & Multimedia (C&M) Communications PT Mega Media Indonesia China Cable Network PT MNC Sky Vision China Network Systems PT Supra Primatama Nusantara (Biznet) China Telecom PT Telekomunikasi Indonesia Chunghwa Telecom Co., Ltd Reliance Big TV Ltd City Telecom Saigontourist Cable Television Company (SCTV) CJ HelloVision Shenzhen Topway Dialog Axiata PLC Singapore Telecommunications Digital Entertainment Networks (Den ) Pvt. Ltd SingTel Optus Dish TV India Ltd SK Broadband Foxtel Sky Network Television Ltd Global Destiny Sky Perfect JSAT GMM Z SkyCable Corp. Hathway Cable & Datacom StarHub Ho Chi Minh City Television Choice Centre (HTVC) Sun Direct TV (P) Ltd Hyundai Communications Network (HCN) Taiwan Broadband Communications i-Cable Communications Taiwan Mobile IndusInd Media & Communications (InCable) Tata Sky Ltd Jupiter Telecommunications (J:COM) Tbroad K+ Telekom Malaysia Kbro Co., Ltd Telstra Corp. Korea Telecom (KT) True Corp. KT SkyLife Videocon d2h LG UPlus Vietnam Cable Television (VCTV) MediaQuest Holdings Inc. Wire and Wireless (India) Ltd Nippon Telegraph and Telephone Corp. (NTT) WorldCall Telecom Ltd Oriental Cable TV Network You Broadband & Cable Ltd Ortel Communications.