European Pay TV Operator Forecasts: Table of Contents Published in November 2013, this 160-page electronically-delivered report comes in two parts: A 130-page PDF giving a global executive summary, country/operator analysis and forecasts. An 30-page excel workbook giving comparison tables and country-by- country forecasts in detail for 102 operators across 26 territories from 2008 to 2018. Countries and operators covered: Country No of ops Operators Austria 3 Telekom Austria; UPC; Sky Belgium 5 Belgacom; Numericable; Telenet; VOO; Telesat/TV Vlaanderen Bulgaria 3 Blizoo; Bulsatcom; Vivacom Croatia 2 Max TV/T-HT; VipNet/VipSat Czech 4 Digi TV; Telefonica; Skylink; UPC Denmark 6 Canal Digital; Viasat; You See; Stofa; Boxer; TDC Finland 6 Plus TV; Elisa; Teliasonera; DNA; Canal Digital; Viasat France 7 Orange; SFR; CanalSat; Numericable; Free; Bouygues; TNT Germany 4 Kabel Deutschland; DT/T-Home; Sky; Unitymedia KBW Greece 2 Nova; OTE Hungary 5 T-Home; Digi TV; UPC; Invitel; MinDig Ireland 2 UPC; Sky Italy 3 Mediaset; Sky; Telecom Italia Netherlands 5 UPC; Canal Digitaal; Tele 2; Ziggo; KPN/Digitenne Norway 5 Canal Digital; Viasat; Riks TV; Telenor; Get Poland 7 NC+; TNK; TP/Orange; Vectra; Multimedia Polska; Cyfra Polsat; UPC Portugal 3 PT; Zon; Cabovisao Romania 3 Romtelecom; RCS-RDS/Digi TV; UPC Russia 7 NTV Plus; Tricolor; Akado; MTS; ER Telecom; Rostelecom; Beeline Serbia 2 SBB; Telekom Srbija Slovakia 4 UPC; RCS-RDS; Skylink; Slovak Telekom Spain 3 Ono; Canal Plus; Telefonica Sweden 5 Canal Digital; Viasat; Com Hem; Telia; Boxer Switzerland 2 Swisscom; UPC/Cablecom Ukraine 1 Volia UK 3 Sky; Virgin; BT Forecasts (2008-2018) contain the following detail for each country: By country: TV households Digital cable subs Analog cable subs Pay IPTV subscribers Pay digital DTH subs Pay DTT homes By operator (and by platform by operator): Subscribers Subscription & VOD revenues ARPU Liberty Global extends its dominance in Europe Pay TV subscriptions for the 102 operators across 26 countries covered in a new report from Digital TV Research will increase from a collective 105.8 million in 2008 to 131.9 million in 2012 and onto 147.1 million by 2018. The European Pay TV Operator Forecasts report estimates that these operators represented 85% of European pay TV subscribers by end-2012. Top five European pay TV operators by subscribers (000) 2012 2018 Liberty Global Germany (Unity 20,968 Liberty Global Germany (Unity 21,250 KBW), Belgium KBW), Belgium (Telenet), (Telenet), Netherlands, Netherlands, Austria, Austria, Switzerland, Switzerland, Poland, Romania, Poland, Romania, Ireland, Slovakia, Ireland, Slovakia, Czech, Hungary, Czech, Hungary, UK (Virgin) UK (Virgin) BSkyB UK & Ireland 10,333 Tricolor Russia 15,745 Tricolor Russia 9,200 BSkyB UK & Ireland 10,836 Kabel Germany 8,141 Kabel Germany 8,159 Deutschland Deutschland Rostelecom Russia 6,600 Rostelecom Russia 7,128 Source: Digital TV Research Liberty Global/UPC extended its lead as Europe’s largest pay TV operation with the acquisition of the UK’s Virgin Media. The group had twice as many subscribers as second-placed BSkyB at end-2012. However, Liberty Global’s subscriber count is not expected to grow by too much. The company has to deal with the conversion of 13.9 million analog cable subs in 2008 to virtually none by 2018. Russia’s Tricolor will become the second largest operator by 2018, with 15.7 million subscribers. The low-cost DTH player also has many “subscribers”, which do not pay to receive the service and have therefore not been included in this report. However, not all of these operators will increase their subscriber bases, with 37 (36%) expected to decline between 2012 and 2018. Traditional pay TV operators now face greater rivalry than ever before – either from other pay TV platforms such as IPTV or satellite or from “free” multichannel TV services such as DTT and online TV and video. Total subscription and VOD revenues for the 102 operators increased from $26.8 billion in 2008 to $34.5 billion in 2012. However, the total will only grow to $35.1 billion by 2018. These operators account for nearly 90% of European pay TV revenues. Subscription and VOD revenues will fall for 45 of the 102 operators (44%) covered in this report between 2012 and 2018, including eight of the top ten operators. Top five European pay TV operators by subscription & VOD revenues ($ million) 2012 2018 BSkyB UK & Ireland 6,596 BSkyB UK & Ireland 6,529 Liberty Global Germany (Unity 5,059 Liberty Global Germany (Unity 4,968 KBW), Belgium KBW), Belgium (Telenet), (Telenet), Netherlands, Netherlands, Austria, Austria, Switzerland, Switzerland, Poland, Romania, Poland, Romania, Ireland, Slovakia, Ireland, Slovakia, Czech, Hungary, Czech, Hungary, UK (Virgin) UK (Virgin) Sky Italia Italy 3,041 Sky Italia Italy 2,986 CanalSat France 2,273 CanalSat France 2,059 Kabel Germany 1,448 Kabel Germany 1,477 Deutschland Deutschland Source: Digital TV Research BSkyB will remain at the top earner, recording $6.5 billion subscription and VOD revenues by 2018. Liberty Global closed the gap on BSkyB considerably with the acquisition of Virgin Media. For more information about the European Pay TV Operator Forecasts report, please contact: Simon Murray, [email protected], Tel: +44 20 8248 5051 .