Telecoms-Media Convergence - A paradigm shift driving the video market’s transformation
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
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