Atlas of the Pay TV market in Russia. Results of 2018
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Analytical Report (full version)
Atlas of the Pay TV market in Russia. Results of 2018
J'son & Partners Consulting presents results of a study devoted to the Russian Pay TV market in 2018 and its forecasts until 2023.
This study analyzed:
- Subscriber base, ARPU, revenue of the Pay TV market as a whole
- Subscriber base of HD and 4K channels in Russia
- Market structure by players, signal delivery technologies and regions
- Market volume and structure in the B2B segment of Pay TV
- Non-operator OTT services that stream TV channels (TV channels, online cinemas, aggregators)
- Impact on the Pay TV market made by the transition to digital terrestrial TV
- Scenarios of the Pay TV market development for the period up to 2023:
- Basic scenario
- Scenario of advanced growth in the penetration of new technologies
- Adopted legislation and bills that can have a significant impact on the Pay TV industry
- TV content market (producers, aggregators, distributors) taking into account all the changes in it
- Pay TV audience according to several measurement systems
Russian Pay TV market. Results of 2018
In 2018, 43.2 million subscribers in Russia used paid TV, which is 3.1% more than in 2017.
The penetration level of the service was 75.4% of the country's households excluding audience intersections and 62-63% of all households in Russia including audience intersections.
Regarding a structure of subscriber base the largest share holds by satellite TV with 39.5%, followed by analog cable TV (ACTV) with 27.7%, and digital cable TV (DCTV) with 13.9%. IPTV holds now 18.9%. At the end of 2018, the share of satellite TV did not change against the background of the overall growth in the number of subscribers, meanwhile DCTV and IPTV increased it at the expense of ACTV.
In 2018, the Pay TV market revenue amounted to 95.3 billion rubles, which is 14.2% more than in 2017.
Such a sharp increase was possible primarily due to the increase in the cost of services in major operator networks and revenue from additional services. As part of the basic forecast until 2023, the industry revenues will continue to grow at an average annual rate of 4%, while in 2019 they will exceed the level of 100 billion rubles.
According to the basic forecast for Pay TV in Russia up to 2023, the authors note that:
- Digital cable and IP television will remain growing segments.
- The total ACTV subscriber base will decrease.
- Free analog TV will keep a part of the audience even after the broadcast of multiplex channels 1 and 2 is switched off in 2019, as some regional channels will remain in analog broadcasting.
- Digital terrestrial TV (DTTV) will receive a sharp increase in the number of viewers in 2019 due to the attention of the state, active advertising campaigns and volunteer movement, as well as the elaborate and phased transition. Further, the audience of the DTTV will be stable and will not change in the considered planning horizon.
- OTT services with streaming TV channels will develop in two directions:
- Operator OTT services will offer various multi-platform solutions in order to increase loyalty and attract new subscribers;
- Non-operator OTT services will increase the offer of streaming broadcasting channels in order to attract new users.
This information note was prepared by the J'son & Partners Consulting. We work hard to provide factual and prognostic data that fully reflect the situation and available at the time of release. J'son & Partners Consulting reserves the right to revise the data after publication of new official information by individual players.
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Detailed results of the study are presented in the full version of the report
«Atlas of the Pay TV market in Russia. Results of 2018»
SUMMARY OF THE STUDY
METHODOLOGY, TERMS AND DEFINITIONS
INTRODUCTION. PAY TV INDUSTRY IN THE WORLD 2008-2018
- RUSSIAN PAY TV MARKET 2017-2023
1.1.GENERAL CHARACTERISTICS OF THE MARKET
1.1.1. Subscriber base, ARPU, revenue.
1.1.2. B2b segment
1.1.3. Operator VOD services.
1.1.4. Subscriber base of HD and 4K broadcast.
1.2.DEVELOPMENT OF THE MARKET BY SIGNAL DELIVERY TECHNOLOGIES
1.2.1. Satellite TV
1.2.2. Analog cable TV
1.2.3. Digital cable TV
1.3.RELATED SERVICES AND THEIR IMPACT ON THE PAY TV INDUSTRY
1.3.1. OTT services
1.3.2. Digital terrestrial TV
1.4.SCENARIOS FOR THE RUSSIAN PAY TV MARKET IN 2019-2023
1.4.1. Baseline forecast
1.4.2. High growth scenario
- PAY TV SUBSCRIBER BASE IN REGIONS OF RUSSIA
- PAY TV MARKET REGULATION
4.1.List of non-terrestrial TV channels presented in Russia
4.2.Producers, aggregators and distributors of Pay TV content
- AUDIENCE OF PAY TV CHANNELS
5.1.Total audience of thematic TV channels (according to Mediascope)
5.2.Results of the alternative systems of measuring the TV audience
- CONCLUSIONS AND FORECASTS
LIST OF COMPANIES MENTIONED IN THE REPORT
ANNEX 1. DESCRIPTION OF THE MAJOR PAY TV OPERATORS
- Tricolor TV
- Orion Express
- ER-Telecom (DOM.RU)
- NTV Plus
List of pictures
Pic. 1. Pay TV penetration in the world, % of households, 2008-2018
Pic. 2. Pay TV penetration in the world by region, % of households, 2008-2018
Pic. 3. Revenue of Pay TV operators in the world by region, 2008-2018, million dollars
Pic. 4. Structure of the subscriber base of the Russian Pay TV market by technologies, 2017-2018
Pic. 5. Market shares of the major operators by audiences, 2018
Pic. 6. Market shares of the major operators in monetary terms, 2017-2018
Pic. 7. ARPU of basic services by segments of Pay TV, 2014-2023, rubles per month
Pic. 8. Structure of the subscriber base in the b2b segment of the Pay TV market by operators, 2018
Pic. 9. Operator VoD. Market shares of players by total revenue, 2018
Pic. 10. Forecast of subscriber base of HD channels in Russia, 2019-2023
Pic. 11. Forecast of the structure of the HDTV subscriber base in Russia by technologies, 2019-2023
Pic. 12. Available UHD TVs (4K) in Russia, million units, 2014-2023
Pic. 13. Subscriber base of UHD TV in Russia, thousand subscribers, 2016-2023
Pic. 14. Forecast of STV subscriber base change in 2018-2022, million subscribers
Pic. 15. Forecast of ACTV subscriber base change in 2019-2023, million subscribers
Pic. 16. Forecast of CKTV subscriber base change in 2019-2023, million subscribers
Pic. 17. Forecast of IPTV subscriber base change in 2019-2023, million subscribers
Pic. 18. Market shares by revenue from OTT services, implementing streaming broadcast television, 2018
Pic. 19. Structure of non-terrestrial TV channels presented in RF according to the degree of localization, 2015-2018
Pic. 20. Structure of non-terrestrial TV channels by subject and distribution model, 2018
Pic. 21. Dynamics of the average daily viewing time among the population (ATV), minutes per day, 2014-2018
Pic. 22. Coverage of Pay TV for different target audiences, 2018
Pic. 23. Audience shares of various Pay TV genres, 4Q of 2017 and 2018
Pic. 24. Why are you watching TV on the Internet?
Pic. 25. Distribution of Yandex.Efir audience by ages
Pic. 26. Dynamics of Yandex.Efir audience on weekdays and weekends
Pic. 27. Dynamics of Yandex.Efir audience on various devices
Pic. 28. Audience demand for genres depending on the size of the city
Pic. 29. Audience demand for genres depending on the age of viewers
List of tables
Table. 1. Pay TV subscriber base in Russia by technologies, million subscribers, 2014-2018
Table. 2. Dynamics of Pay TV subscriber base in Russia by technologies, 2014-2018
Table. 3. Dynamics of the largest Pay TV operators’ share in Russia, 2014-2018
Table. 4. Proportion of Pay TV subscribers in cities of Russia, 2018
Table. 5. Share of Pay TV operators among subscribers. Cities of Russia with population 100.000+, 2018
Table. 6. Subscriber base of HD channels of major Pay TV operators
Table. 7. Subscriber base of satellite TV operators in Russia, 2018, thousand subscribers
Table. 8. Subscriber base of ACTV operators in Russia, 2018, thousand subscribers
Table. 9. Subscriber base of DCTV operators in Russia, 2018, thousand subscribers
Table. 10. Subscriber base of IPTV operators in Russia, 2018, thousand subscribers
Table. 11. OTT services that implemented streaming of TV channels, 2018.
Table. 12. Revenue forecast for OTT services that stream TV channels
Table. 13. Cost of Pay TV for households in Russia, 2018
Table. 14. Regions of the RF with Pay TV cost for households significantly differ from the average Russian level, 2018
Table. 15. Different scenarios of the population dynamics in the Russian Federation, 2019-2023
Table. 16. Basic forecast for traditional Pay TV subscriber base and total number of TV users, million viewers
Table. 17. Scenario of advanced growth of new technologies, millions of subscribers and users
Table. 18. Distribution of cable TV, IPTV and satellite TV subscriber base by regions of RF, 2018, thousand subscribers
Table. 19. Top 10 regions of Russia by the level of Pay TV penetration, % of households
Table. 20. Top 10 regions of Russia with the largest share of local operators, %
Table. 21. Top 10 regions of Russia by the level of satellite TV penetration, % of households
Table. 22. Top 10 regions of Russia by the level of analog cable TV penetration, % of households
Table. 23. Top 10 regions of Russia by the level of digital cable TV penetration, % of households
Table. 24. Top 15 regions of Russia by the level of IPTV penetration, % of households
Table. 25. Number of non-terrestrial TV channels by genre 2017-2018
Table. 26. List of non-terrestrial TV channels presented in Russia, by subject
Table. 27. Non-terrestrial TV channels that stopped broadcasting in 2018-2019
Table. 28. Rebranding of non-terrestrial TV channels presented in Russia, 2016-2017
Table. 29. Non-terrestrial TV channels that started broadcasting in Russia in 2018-2019
Table. 30. Largest producers and aggregators of TV content for non-terrestrial TV channels presented in RF
Table. 31. Largest aggregators and distributors of TV content for the Pay TV market in Russia
Table. 32. Average coverage in % of the TOP 15 Pay TV channels, 4Q 2016-2018
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