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TV Leaders Summit 2017 Simon Murray presentation
Simon Murray
Principal Analyst, Digital TV Research
The opportunity: Broadband access (million)
Fixed
Tablet
Smartphone
0
1000
2000
3000
4000
5000
2016 2017 2021
754 798 953
757 911
1430
3009
3401
4530
SVOD subscribers compared to traditional pay TV
SVOD
Pay TV
0
200
400
600
800
1,000
1,200
2016 2017 2021
248
297
428
969 995 1,093
Netflix subscriber growth by region (million)
2016 2017 2021
Asia Pacific 4 5 9
Eastern Europe 1 2 3
MEA 1 2 4
Latin America 11 12 16
North America 54 58 63
Western Europe 19 23 28
Total 89 101 125
Old 60 86 96 112
What SVOD players need to do to be successful:
1. Supply content in the local language
2. Provide locally-produced content
3. Produce original content
4. Demonstrate subscription fee sensitivity to each market
5. Take payments in local currency
6. Offer a means of payment other than credit card
7. Form local distribution partnerships with pay TV operators, retailers, ISPs, telcos and/or
mobile operators.
Rise of the competitors
• Amazon Prime Video extended to 200 countries in late 2016
• Showmax extended to 36 African countries in May 2016 – and is also in Poland
• Iflix targets emerging markets. It has extended to 23 countries. Five African countries
added in June – more to come. Middle East distribution deal with mobile operator Zain.
Base in South East Asia.
• Claro and Movistar pan-regional in Latin America.
THANK YOU

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TV Leaders Summit 2017 Simon Murray presentation

  • 2. Simon Murray Principal Analyst, Digital TV Research
  • 3. The opportunity: Broadband access (million) Fixed Tablet Smartphone 0 1000 2000 3000 4000 5000 2016 2017 2021 754 798 953 757 911 1430 3009 3401 4530
  • 4. SVOD subscribers compared to traditional pay TV SVOD Pay TV 0 200 400 600 800 1,000 1,200 2016 2017 2021 248 297 428 969 995 1,093
  • 5. Netflix subscriber growth by region (million) 2016 2017 2021 Asia Pacific 4 5 9 Eastern Europe 1 2 3 MEA 1 2 4 Latin America 11 12 16 North America 54 58 63 Western Europe 19 23 28 Total 89 101 125 Old 60 86 96 112
  • 6. What SVOD players need to do to be successful: 1. Supply content in the local language 2. Provide locally-produced content 3. Produce original content 4. Demonstrate subscription fee sensitivity to each market 5. Take payments in local currency 6. Offer a means of payment other than credit card 7. Form local distribution partnerships with pay TV operators, retailers, ISPs, telcos and/or mobile operators.
  • 7. Rise of the competitors • Amazon Prime Video extended to 200 countries in late 2016 • Showmax extended to 36 African countries in May 2016 – and is also in Poland • Iflix targets emerging markets. It has extended to 23 countries. Five African countries added in June – more to come. Middle East distribution deal with mobile operator Zain. Base in South East Asia. • Claro and Movistar pan-regional in Latin America.