Digital TV Research http://www.marketresearch.com/Digital-TV- Research-v3873/ Publisher Sample Phone: 800.298.5699 (US) or +1.240.747.3093 or +1.240.747.3093 (Int'l) Hours: Monday - Thursday: 5:30am - 6:30pm EST Fridays: 5:30am - 5:30pm EST Email: [email protected] MarketResearch.com Pay TV revenues to fall for half of Europe’s top operators BSkyB’s proposed acquisition of 21st Century Fox’s stakes in Sky Deutschland and Sky Italia will create a pay TV operation that will rival Liberty Global in subscriber terms. However, with limited pay TV subscriber expansion possible for their existing assets, both companies will not want to stop there. BSkyB has many plans encourage German and Italian subscribers to take up value- added services. Liberty Global is doing the same – including the conversion of its analog cable subscribers. Beyond this, the number of takeover targets is diminishing due to several recent high profile acquisitions– including approval for Liberty Global to buy Ziggo. Vodafone has upped its activity in the fixed environment, such as the purchases of Kabel Deutschland and Spain’s Ono. Covering 103 operators in 26 countries that represent 84% of subscribers, the European Pay TV Operator Forecasts report reveals how well the major players will perform – and shows which operators are the most attractive acquisition targets. The report from Digital TV Research forecasts that subscriber numbers will fall for 40 of these operators between 2013 and 2020, due to greater competition (including online TV & video) and analog cable subscribers defecting to (often cheaper) digital platforms. On the other hand, Russian satellite TV platform Tricolor will gain 3.8 million subscribers between 2013 and 2020. Subscriptions will more than double for six operators (Telecom Italia, Spain’s Telefonica, Bulgaria’s Vivacom, the UK’s TalkTalk, Greece’s OTE and Russia’s Vimpelcom) between 2013 and 2020. Total subscription and VOD revenues for the 103 operators increased from $33.7 billion in 2010 to $35.8 billion in 2013. However, the total will only grow to $36.2 billion by 2020. These operators accounted for 91% of European pay TV revenues in 2013. Subscription and VOD revenues will fall for 50 of the 103 operators (49%) between 2013 and 2020, including six of the top 10 operators. These revenues are for subscriptions and VOD only, and therefore do not include other revenues such as broadband, telephony, advertising, equipment sales and rental, etc. BSkyB will remain at the top of the league, recording $6.44 billion subscription and VOD revenues by 2020. Liberty Global closed the gap on BSkyB considerably with the acquisition of Virgin Media. However, these two companies will be among the highest revenue losers, although France’s CanalSat will lose the most ($355 million) between 2013 and 2020. The largest gainers will be Sky Deutschland, Kabel Deutschland and Sky Italia. Revenues will more than double for Telecom Italia, Bulgaria’s Vivacom, Greece’s OTE and Hungary’s MinDig. European Pay TV Operator Forecasts: Table of Contents Published in October 2014, this 140-page electronically-delivered report comes in two parts: A 107-page PDF giving a global executive summary, country/operator analysis and forecasts. A 33-page excel workbook giving comparison tables and country-by-country forecasts in detail for 103 operators across 26 territories from 2010 to 2020. 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; O2; CS Link/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 Meo/PT; Zon; Cabovisao Romania 3 Romtelecom; RCS-RDS/Digi TV; UPC Russia 7 NTV Plus; Tricolor; Akado; MTS; ER Telecom; Rostelecom; Beeline/Vimpelcom Serbia 2 SBB; Telekom Srbija Slovakia 3 UPC; CS Link/Skylink; Slovak Telekom/Digi TV Spain 3 Ono; Canal Plus; Telefonica Sweden 6 Canal Digital; Viasat; Com Hem; Telia; Boxer; Telenor Switzerland 2 Swisscom; UPC/Cablecom Ukraine 1 Volia UK 4 Sky; Virgin; BT; TalkTalk Forecasts (2010-2020) contain the following detail for each country: By country: TV households Digital cable subs Analog cable subs Pay IPTV subscribers Pay digital satellite TV subs Pay DTT homes By operator (and by platform by operator): Subscribers Subscription & VOD revenues ARPU .