IPTV: IPTV:
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Transcript of IPTV: IPTV:
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IPTV:IPTV:European Market OverviewEuropean Market Overview
Dan Cryan Dan Cryan –– Research AnalystResearch Analyst
1919thth October 2005October 2005
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Screen DigestScreen Digest
Market research firm covering the global entertainment sector
• The research journal– Research, intelligence, analysis
– Since 1971
– The international media business’s leading news and market research journal covering:
• Free & Pay TV Broadband
• Video and DVD Film production & distribution
• Cinema & D-cinema Video-on-demand
• Video games Wireless (mobile) content
• Digital media Technology & Content deals
• Market reports
• Consultancy
• Online Intelligence services
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The market todayThe market today
38.7m broadband subscribers in Western Europe
Over 85.6m pay TV households
657,000 IPTV subscribers
0.42% of European TV households have IPTV
8.8m IPTV subscribers at the end of 2009
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IPTV service launches per yearIPTV service launches per year
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1999 2000 2001 2002 2003 2004 1H2005
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Live IPTV servicesLive IPTV services
Kingston Interactive TV, HomechoiceUK
Canal Digital, Telia Digital TV, ViasatSweden
Telefonica ImagenioSpain
VersatelNetherlands
FastwebItaly
T-Online Vision, Alice MovieGermany
France Telecom Maligne TV, Free Telecom, Neuf Telecom , Canal Plus, TPS
France
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As broadband market grows, so will As broadband market grows, so will annual broadband access revenuesannual broadband access revenues
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2002 2003 2004 2005 2006 2007 2008 2009
Belgium
France
Germany
Italy
Netherlands
Spain
UK
€Billions
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Connection Speeds Connection Speeds vsvs Subscription CostSubscription Cost
Average downstream connection speed (Mb/s)
Average subscription cost (€ / month)
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0.6
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2000 2001 2002 2003 2004
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Annual broadband access ARPU on the decline Annual broadband access ARPU on the decline ––service providers need valueservice providers need value--added services to added services to make up shortfallmake up shortfall
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Belgium
France
Germany
Italy
Netherlands
Spain
UK
Annual ARPU €
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Broadband penetration Broadband penetration vsvs Pay TV penetration 2004Pay TV penetration 2004
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120
France
Germ
any
Italy
Neth
erlands
Norw
ay
Spain
Sweden
UK
Broadband
Pay TV
Household penetration (%)
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Broadband penetration Broadband penetration vsvs Pay TV penetration 2009Pay TV penetration 2009
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120
France
Germ
any
Italy
Neth
erlands
Norw
ay
Spain
Sweden
UK
Broadband
Pay TV
Household penetration (%)
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IPTV: the space for growthIPTV: the space for growth
Cable TV services offer the closest product to IPTV
Countries with low cable TV penetration (Italy, France, Spain and UK)
Low digital cable penetration (Belgium, Germany)
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Access technology market share 1H 2005Access technology market share 1H 2005
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France
Germ
any
Italy
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erlands
Norw
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Spain
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DSL
Cable
Other
Household penetration (%)
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Access TechnologyAccess Technology
DSL dominates the market - Europe-wide over 90% of ‘homes passed’
Good quality, (i.e. reliably greater than 4Mb/s), connection is required
Standard ADSL not enough for HDTV which requires FTTH or 2nd
generation xDSL (ADSL 2+, VDSL, VDSL 2)
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The European IPTV market 1H 2005The European IPTV market 1H 2005
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50
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France
Germ
any
Italy
Netherlan
ds
Norw
ay
Spain
Sweden
UK
IPTV subscribers (000s)
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The European IPTV market 1H 2005 and 2009The European IPTV market 1H 2005 and 2009
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500
1000
1500
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France
Germ
any
Italy
Netherlan
dsNorw
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Spain
Sweden
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IPTV subscribers (000s)
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IPTV share of pay TV market (2004)IPTV share of pay TV market (2004)
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Italy
France
SloveniaNorw
ayIreland
Spain
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Denm
arkGerm
anyFinlandAustriaBelgiumNetherlandsSwitzerland
% of pay TV homes using IPTV
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IPTV share of pay TV market (2009)IPTV share of pay TV market (2009)
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Italy
France
Spain
SloveniaDenm
arkNorw
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NetherlandsIreland
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BelgiumFinlandSwitzerland
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any% of pay TV homes using IPTV
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FranceFrance
• The largest IPTV market in Europe (281,000 subscribers)
• Very competitive telecoms market– Roughly 2.3m unbundled lines at the end of
1H 2005– 3 telcos have launched IPTV
• Competitive DTH Market – 16.8% of TV HH– Canal Satellite and TPS have both launched
IPTV services
• Small but dynamic cable market– 14.6% of TV HH
• Low pay TV penetration should give space for growth
Pay TV market share
Analogue
terrestrial,
21.0
IPTV, 4.5
Satellite,
40.2
Cable,
34.2
Pay DTT,
0.2
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The European IPTV market 1H 2005The European IPTV market 1H 2005
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Fastweb
Free TelecomMalign
e TV
Canal P
lus
TPS
Telefonica
Neuf Telecom
T-Onlin
e
Hom
echoiceLyse
subscribers (000s)
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GermanyGermany
• Consumers traditionally unwilling to pay much for TV– High free satellite penetration (37% of TV HH)
– High analogue cable penetration (58% of TV HH), available for a small monthly fee
• IPTV services from T-Online and Hansenet offer VoD only
• T-Online– Service available to both the TV and PC
– Sold 36,000 titles in Febuary 2005 rising to 72,000 in June
– Running trials for HDTV to the PC over ADSL 2+ and VDSL in Hamburg and Stuttgart
• Hansenet– Hansenet only offer Alice Movie in Hamburg
– Encoded at 1.5Mb/s in MPEG 1
– Signed up 1,100 subscribers since launch in mid-2003
– Buy rate of 0.45
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European IPTV services by service offering European IPTV services by service offering
1510
3
Pay TV + VoDPay TV onlyVoD only
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NetherlandsNetherlands
• High cable penetration (94.3% of TV HH)
• Digital cable and DTH satellite take up slow due to the high quality of the analogue cable offer
• Versatel entered the IPTV market in January 2005
– Bought the rights to Dutch football until 2008 for €30.5m per year
– At the end of July 20,000 had signed up
– The service launched in at the start of the football season in August
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Content optionsContent options
• Team up with established pay TV operators– French model: France Telecom, Free Telecom and Neuf Telecom IPTV subscribers can
access Canal Plus/CanalSat and TPS packages
– Sweden: Canal Digital and Viasat partner various network operators to offer their packages over IP
• Aggregate the content yourself– Versatel (NL) and Belgacom (BE) have bought exclusive football rights
– T-Online signed its own deal with the film studios
• Hybrid solution– Neuf Telecom (F) uses the national digital terrestrial television network for delivering
content not available over IP