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Atlas of the market of Pay TV services in Russia. Results of 2019

May 2020

Analytical Report (full version)

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Analytical Report (full version)

Atlas of the market of Pay TV services in Russia. Results of 2019
Atlas of the market of Pay TV services in Russia. Results of 2019
May 2020

Atlas of the market of Pay TV services in Russia. Results of 2019

May 2020

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J'son & Partners Consulting presents a study focused on the Russian Pay TV market in 2019. The study provides inter alia the market development forecasts until 2024.

 

The authors have analyzed:

 

1. Subscriber base, ARPU and revenue of the Pay TV market as a whole.

 

2. The subscriber base of HD and 4K channels in Russia.

 

3. Market size and structure by segment:

 

- B2C: satellite, cable TV (both analog and digital), IPTV and OTT operators.

 

- B2B.

 

4. Structure of the market by players and regions of Russia.

 

5. Scenarios for the Pay TV market development up to 2023:

 

- Basic scenario.

 

- The rapid growth of new technology penetration.

 

6. Adopted legislation and bills that have had or may have a significant impact on the Pay-TV industry.

 

7. TV content market (producers, aggregators, distributors), taking into account the changes that have occurred.

 

8. Pay-TV audience (data from several measurement systems).

 

Russian Pay TV market. Results of 2019

 

In past years, J'son & Partners Consulting singled out providing subscribers with the ability to watch linear TV channels using cable, IPTV or satellite broadcasting technologies as a basic Pay TV service.

 

Given the rapid change in the market development paradigm, in 2019 all operators focused on a new service for the delivery of television signal – OTT applications. They help you not only keep the subscriber but also offer them new services that are impossible when using the previous signal delivery technologies. In order to account for that, the 2019 study introduced the concept of OTT operators for the first time. These are services implemented by Telecom operators for viewing TV channels and VOD using:

 

- Apps on your mobile device.

 

- Apps on Smart TV.

 

- Set-top boxes (they can be hybrid) that are not linked to the network of a particular operator.

 

- Computer (mobile device) on the website (specialized or operator’s).

 

This technological solution helped Pay TV operators not only keep their audience, but even attract new subscribers in 2019.

 

At the end of 2019, 44.2 million subscribers used Pay TV services in Russia, that is 2.3% more than in 2018.

 

The service penetration rate was 78.2% of the country's households (including intersections of various operators' subscriber bases), and 64-65% of all Russian households (without intersections).

 

Methodologically, the previous task to correctly divide the subscriber base by signal delivery technologies has become unsolvable without introducing certain assumptions. The fact is that OTT services are often offered not as an independent connection method, but as one of the possible ones. The subscriber can now be a user of both OTT and satellite TV, OTT and Digital Cable TV, IPTV, Smart TV and mobile applications, etc.

 

In order to determine development trends in the industry, there was introduced a new tool that takes into account the current trends and allows them to count each subscriber only once. According to this method, the distribution of subscribers by segments and signal delivery technologies in 2019 looks like this (see Fig. 1)

 

Structure of the subscriber base of the Russian Pay TV market by segments and technologies, %, 2019

Revenue of the Pay TV market in 2019 amounted to 102 billion rubles. In relation to 2018, the growth is 7.1%.

 

ARPU increased slightly (by 4%) to 190 rubles per month.

 

The main source of revenue growth was the active use of converged tariffs by operators, but some players also continued to increase prices. According to the forecast, the total revenue of the Pay TV industry by 2024 will almost reach 130 billion rubles (see Fig. 2).

 

Russian Pay TV industry revenue forecast until 2024, billion rubles

 

According to the basic forecast of Pay TV development in Russia for the period up to 2024:

 

- The subscriber base of traditional Pay TV will show a slight increase during 2021 and 2022. First of all, by new OTT and IPTV subscribers.

 

- The number of subscribers that use satellite and analog cable TV services will continue to decrease.

 

- The industry will reach the peak of penetration (79% of Russian households) in 2022.

 

- Starting from 2023, the total subscriber base of Pay TV will gradually decrease.

 

___________________

 

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. 

 

Copyright © 2020, J'son & Partners Consulting. The media can use the text, graphics and data contained in this market review only using a link to the source of information - J'son & Partners Consulting or with an active link to the JSON.TV portal

 

™ J'son & Partners [registered trademark] 

 

Full results presented in the report

 

“Atlas of the market of Pay TV services in Russia. Results of 2019”

 

METHODOLOGY, TERMS AND DEFINITIONS

INTRODUCTION. PAY TV INDUSTRY IN THE WORLD

1. DESCRIPTION OF THE RUSSIAN PAY TV MARKET IN 2019.

1.1. PAY TV SUBSCRIBER BASE

1.2. SUBSCRIBER BASE OF HD AND 4K BROADCASTING.

1.3. REVENUE

1.4. ARPU

2. ANALYSIS BY SEGMENTS AND SIGNAL DELIVERY TECHNOLOGIES. 2017-2024

2.1. B2C SEGMENT

2.1.1. Satellite TV

2.1.2. Analog cable TV

2.1.3. Digital cable TV

2.1.4. IPTV

2.1.5. OTT operators

2.2. B2B SEGMENT

3. SCENARIOS FOR THE DEVELOPMENT OF THE RUSSIAN PAY TV MARKET IN 2019-2024.

3.1. BASIC FORECAST

3.2. RAPID GROWTH AND USE OF NEW TECHNOLOGIES.

4. PAY TV SUBSCRIBER BASE BY REGIONS OF RUSSIA.

5. REGULATION OF THE PAY TV MARKET

6. CONTENT

6.1. LIST OF NON-BROADCAST TV CHANNELS AVAILABLE IN THE RUSSIAN FEDERATION

6.2. PRODUCERS, AGGREGATORS AND DISTRIBUTORS OF PAY TV CONTENT

7. AUDIENCE OF PAY TV CHANNELS

7.1. TOTAL AUDIENCE OF THEMATIC TV CHANNELS (ACCORDING TO MEDIASCOPE).

7.2. RESULTS OF ALTERNATIVE TV AUDIENCE MEASUREMENT SYSTEMS.

7.3. AUDIENCE DURING THE CORONAVIRUS PANDEMIC. MARCH — APRIL 2020.

8. CONCLUSIONS AND FORECASTS.

LIST OF COMPANIES MENTIONED IN THE REPORT

APPENDIX 1. DESCRIPTION OF THE MAJOR PAY TV OPERATORS.

Tricolor TV

Rostelecom

MTS

ER-Telecom

Orion Express

Vimpelcom

NTV Plus

AKADO

MegaFon TV/NETBYNET

Tattelecom

TransTeleCom

 

List of figures

Fig. 1. Number of Pay TV subscribers by country, million subscribers, 2017-2024

Fig. 2. Pay TV revenue in North America, billion dollars, 2015-2025

Fig. 3. Pay TV subscriber base structure in the B2C segment by technology, 2019

Fig. 4. Market share by subscriber base of the largest operators, 2019

Fig. 5. Forecast of HD channel subscriber base in Russia, 2017-2024

Fig. 6. Forecast of HD channel subscriber base structure in Russia by technology, 2019-2023

Fig. 7. UHD TV sets (4K) in Russia, million units, 2014-2024

Fig. 8. UHD TV subscriber base in Russia, thousand subscribers, 2016-2024

Fig. 9. Market share by revenue of the largest operators, 2018-2019

Fig. 10. Forecast of changes in the satellite TV subscriber base in the B2C segment in 2017-2024, million subscribers

Fig. 11. Forecast of changes in the ACTV subscriber base in the B2C segment in 2017-2024, million subscribers

Fig. 12. Forecast of changes in the DCTV subscriber base in the B2C segment in 2017-2024, million subscribers

Fig. 13. Forecast of changes in the IPTV subscriber base in the B2C segment in 2017-2024, million subscribers

Fig. 14. Forecast of changes in the OTT subscriber base in the B2C segment in 2017-2024, million subscribers

Fig. 15. Pay TV market structure in the B2B segment by operator, 2019

Fig. 16. Pay TV market revenue and structure, 2019-2024

Fig. 17. ARPU of basic services in the B2C segment by Pay TV technologies, 2015-2024, rubles per month

Fig. 18. Structure of non-broadcast TV channels by degree of localization present in the Russian Federation, 2016-2019

Fig. 19. Structure of non-broadcast TV channels by subject and distribution model, 2019

Fig. 20. Pay TV coverage in Russia 0+ by different target audiences, Mediascope, 4th quarter 2019

Fig. 21. Pay TV genres by audience shares, Mediascope, 4th quarter 2017-2019

Fig. 22. The most rated channels by genre, Mediascope, 2019.

Fig. 23. Thematic TV coverage in Russia, Mediahills, 2019

Fig. 24. Genre structure of thematic TV, Mediahills, 2019.

List of tables

Table 1. Pay TV subscriber base in Russia by technologies, million subscribers, 2018-2019.

Table 2. Dynamics of the subscriber base share the largest Russian Pay TV operators hold, 2015-2019

Table 3. Share of Russian city dwellers subscribed to Pay TV, 2018 and 2019

Table 4. Share of Pay TV operators among subscribers. Russian cities 100,000+, 2018-2019

Table 5. Subscriber base of HD channels offered by the major Pay TV operators, million households

Table 6. Subscriber base of Russian satellite TV operators in the B2C segment, 2019.

Table 7. Subscriber base of Russian ACTV operators in the B2C segment, 2019.

Table 8. Subscriber base of Russian DCTV operators in the B2C segment, 2019.

Table 9. Subscriber base of Russian IPTV operators in the B2C segment, 2019.

Table 10. Subscriber base of Russian OTT operators in the B2C segment, 2019.

Table 11. Forecast of Pay TV indicators in the B2B segment, Russia, 2020-2024

Table 12. Various scenarios regarding the population size of the Russian Federation, 2019-2024

Table 13. Basic forecast of the traditional Pay TV subscriber base and the total number of TV users, million people.

Table 14. Share of B2C and B2B segment revenue, 2019-2024

Table 15. Scenario of rapid growth of new technologies, million subscribers and users

Table 16. Distribution of the subscriber base of cable, IPTV, OTT operators and satellite TV by regions of Russia, 2019, thousand subscribers

Table 17. Top 10 regions of Russia in terms of Pay TV penetration, 2019. % of households.

Table 18. Top 10 regions of Russia with the largest share of local operators by subscriber base, %.

Table 19. Top 10 regions of Russia in terms of satellite TV penetration, 2019, % of households.

Table 20. Top 10 regions of Russia in terms of analog cable TV penetration, 2019, % of households.

Table 21. Top 10 regions of Russia in terms of digital cable TV penetration, 2019, % of households.

Table 22. Top 10 regions of Russia in terms of IPTV penetration, % of households.

Table 23. Top 10 regions of Russia in terms of OTT operator penetration, 2019 % of households.

Table 24. Number of paid and free non-broadcast TV channels 2015-2019

Table 25. Number of non-broadcast TV channels by genre 2018-2019

Table 26. List of non-broadcast TV channels present in the Russian Federation, by theme

Table 27. Non-broadcast TV channels that stopped broadcasting in 2019-2020

Table 28. Rebranding of non-broadcast TV channels present in the Russian Federation, 2018-2019

Table 29. Non-broadcast channels that started broadcasting on the territory of the Russian Federation in 2019 — April 2020.

Table 30. Largest producers and aggregators of TV content for non-broadcast channels that were present on the Russian Pay TV market.

Table 31. Largest aggregators and distributors of TV content for the Pay TV market in Russia.

Table 32. Average coverage of top 20 Pay TV channels, Mediascope, 4th quarter 2019, %

Table 33. Top 15 thematic TV channels, average monthly coverage, %, Mediahills, 2019

Table 34. Top 15 thematic TV channels, audience share, %, Mediahills, 2019