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GLOBAL PAY TV, THE SUBSCRIPTION VS REVENUE PUZZLE
WEEK #42 ∙ OCTOBER 2020
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GLOBAL PAY TV, THE SUBSCRIPTION VS REVENUE PUZZLE #WEEK 42 ∙ OCTOBER 2020
2019-2020 PAY TV QUARTER GLOBAL GROWTH All bellwether companies
PAY TV QUARTERLY NET SUBSCRIBER PREFORMANCE Additions
Without China, India, and USA
Losses
Overall net subscriber additions Overall net subscriber additions (Without China, India, and USA)
1.5
14M 12M
1
10M
0.5
8M
0
4M
6M
2M
-0.5
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q22020
Source: Ampere Markets & Operators
0 -2M -4M
According to Ampere Analysis, Q2 pay TV subscriber totals were 0.5% higher than in Q1 2020, indicating that despite the increased economic pressures and cancellation of live sport globally, there is still room for growth, particularly in emerging markets.
PAY TV REVENUES BY TOP GLOBAL MARKETS
-6M
Q2 2019
Q3 2019
Q4 2019
Q1 2020
Q2 2020
Source: Ampere Markets & Operators
SHARE OF PAY TV SUBSCRIBERS BY OPERATORS
(by millions)
(by millions)
200,000
100%
38
160,000
80%
80 106
60%
225
225
140,000 120,000 100,000
201+
48
74 104
180,000
101-200 51-100 11-50 Top 10
80,000
40%
60,000 40,000
20%
20,000 0
2025 69,559 5,130 5,780 5,995 9,348 56,019
2020 70,835 5,698 6,349 5,415 9,379 79,241
2019 70,158 5,990 6,637 5,168 9,537 88,512
Others Canada UK India China USA
Source: Digital TV Research
TOP SUBSCRIBER GAINS AND LOSSES BY COUNTRY (% quarter-on-quarter)
Spain
0%
460
449
2019
2025
Source: Digital TV Research
Global pay TV revenues peaked in 2016 at $202 billion. Revenues will fall to $152 billion in 2025. This is lower than 2010’s $175 billion, despite the number of pay TV subscribers rising by 345 million between 2010 and 2025. Revenues fell by $9 billion in both 2018 and 2019.
US PAY TV AND NON-PAY TV HOUSEHOLDS (by millions)
Pay TV households
Non-pay-TV households
Russia Romania
97.7
94.3
India
90.3
84.0
China
77.6
73.7
70.2
66.8
68.2
64.4
63.4
2023
2024
France New Zealand 51.7
Brazil 28.1
USA
2016
Denmark
32.0
2017
Australia -8
-6
Source: Ampere Markets & Operators
-4
-2
60.4
44.6
Canada
-10
56.3
0
2 Source: eMarketer
37.3
2018
2019
2020
2021
2022