全球付費電視行業(yè)的核心削弱趨勢的真相
執(zhí)牛耳 發(fā)表于 2018-05-03 14:34
閱讀數(shù): 13773
2017年,在14個市場中,由于有線電視收費的下調,付費電視訂購數(shù)量有所下降。
倫敦(2018年5月3日)——威脅全球付費電視行業(yè)未來的核心削減趨勢不僅僅局限于2017年的美國;其他13個市場的付費電視用戶總數(shù)也有所下降。根據(jù)商業(yè)信息提供商IHS Markit(納斯達克交易代碼:INFO)的數(shù)據(jù),客戶取消他們的電視服務,轉而支持在線服務,這是有線電視、衛(wèi)星電視、IPTV和全球付費數(shù)字電視的訂閱量下降的一個關鍵因素。
IHS Markit數(shù)據(jù)顯示,除美國之外,去年全球付費電視用戶總數(shù)下降的13個市場分別是巴西、墨西哥、香港、加拿大、瑞典、丹麥、日本、新西蘭、挪威、新加坡、以色列、委內(nèi)瑞拉和愛爾蘭。
IHS Markit的電視和視頻研究和分析主管泰德·霍爾(Ted Hall)表示: "美國的付費電視公司虧損已經(jīng)被公開了,盡管世界其他地區(qū)普遍抵制這種趨勢,但其他市場也出現(xiàn)了付費電視訂閱虧損?!?/span>
值得注意的是,在2017年受到影響的14個市場中,僅有6個城市的付費電視收入出現(xiàn)下滑。在8個國家——美國、巴西、墨西哥、瑞典、日本、新西蘭、挪威和委內(nèi)瑞拉——運營商能夠通過增加其剩余訂閱所產(chǎn)生的收入來彌補客戶流失的損失。即使2017年美國有330萬付費電視用戶流失,運營商仍能夠通過增加銷售和提價來集體提高付費電視收入。
自2002年以來,拉丁美洲的付費電視訂閱量出現(xiàn)了首次凈下降,而有線電視的減少在一定程度上導致了兩個主要市場的下滑。巴西付費電視訂閱量減少61.7萬,墨西哥則減少了19.2萬,經(jīng)濟困難也讓他們損失慘重。同時,由于該國的金融危機惡化,委內(nèi)瑞拉的付費電視市場減少了1.6萬個訂閱。
由于350萬訂閱的凈虧損,北美去年遭受了有史以來最大的年度付費電視降幅。在2012年至2017年間,該地區(qū)的付費電視訂閱量下降710萬。同時,Netflix和其他超頂級(OTT)訂閱視頻服務同期的凈增額為1.013億,而2017年新增的訂閱量超過2,600萬。
有線電視的削減趨勢愈演愈烈,衛(wèi)星電視在若干地區(qū)也陷入困境。在2017年,它比北美和拉丁美洲的任何其他平臺都下降得更多,分別遭受180萬和88.2萬的凈虧損。
“作為他們對有線電視的回應的一部分,越來越多的付費電視運營商推出了自己的獨立流媒體服務,直接與Netflix、亞馬遜Prime Video和其他OTT視頻公司的產(chǎn)品進行競爭,”Hall說。這些虛擬付費電視替代傳統(tǒng)付費電視的方式更加靈活,價格通常低于運營商的核心產(chǎn)品。但是,將付費電視訂閱替換為OTT只是一個部分解決方案,因為這些服務的用戶人均收入較低,因此對運營商來說價值更低。
展望未來
IHS Markit數(shù)據(jù)預測,未來5年付費電視市場的表現(xiàn)將進一步削弱北美市場,預計2017年底至2022年底,將有850萬付費電視訂戶減少。拉丁美洲隨著巴西的經(jīng)濟復蘇,將恢復增長。
在世界其他地方,除了大多數(shù)地區(qū)付費電視訂閱量的增長外,在線視頻的激增還將繼續(xù)。預計到2022年底的5年時間里,除了中東和非洲,在付費電視增長更快的地區(qū)之外,OTT網(wǎng)絡的新增用戶預計將超過付費電視。預計全球將會有4.09億的OTT視頻訂閱,其中近三分之二來自亞太地區(qū)。
附英文版內(nèi)容
Pay TV Subscriptions Declined in 14 Markets in 2017 asCord Cutting Takes Toll.
LONDON (May 3, 2018) – The cord-cutting trend thatthreatens the future of the global pay TV industry was not confined solely tothe United States in 2017; total pay TV subscriptions also declined in 13 othermarkets. Customers cancelling their TV services in favor of online alternativeshas been a key factor in declining subscriptions for cable, satellite, IPTV andpay digital-terrestrial TV around the world, according to business informationprovider IHS Markit(Nasdaq: INFO).
The 13 markets in which total pay TV subscriptionsdeclined last year, in addition to the US, were Brazil, Mexico, Hong Kong,Canada, Sweden, Denmark, Japan, New Zealand, Norway, Singapore, Israel,Venezuela and Ireland, IHS Markit said.
“The cord-cutting woes of pay TV companies in the US have been wellpublicized,” said Ted Hall, director of research and analysis for TV and videoat IHS Markit. “Although the rest of the world has been broadly resisting thetrend, other markets have also experienced pay TV subscription losses.”
Significantly, only 6 of the 14 markets affected in2017 also experienced declines in pay TV revenue. In eight countries — the US,Brazil, Mexico, Sweden, Japan, New Zealand, Norway and Venezuela — operatorswere able to compensate for customer loses by increasing the amount of revenuegenerated by their remaining subscriptions. Even in the US, where 3.3 millionpay TV subscriptions were lost in 2017, operators were able to collectivelyincrease pay TV revenue by relying on upselling and price increases.
Latin America experienced its first net decline in payTV subscriptions since 2002 last year, with cord cutting contributing in partto decreases in two major markets. Brazil lost 617,000 pay TV subscriptions,while Mexico declined by 192,000, as economic difficulties also took theirtoll. Meanwhile, Venezuela’s pay TV market lost 16,000 subscriptions, as thecountry’s financial crisis worsened.
With a net loss of 3.5 million subscriptions, NorthAmerica suffered its biggest-ever annual pay TV decline last year. Between 2012and 2017, pay TV subscriptions fell by 7.1 million in the region. Meanwhile,net additions for Netflix and other over-the-top (OTT) subscription videoservices totaled 101.3 million over the same period, with more than 26 millionOTT subscriptions added in 2017.
The cord-cutting trend has been most stronglyassociated with cable TV, but satellite TV is also struggling in severalregions. It declined more than any other platform in both North America andLatin America in 2017, suffering net losses of 1.8 million and 882,000,respectively.
“As part of their response to cord cutting, a growingnumber of pay TV operators are launching their own standalone streamingservices to compete directly with offerings from Netflix, Amazon Prime Videoand other OTT video companies,” Hall said. “These virtual pay TV alternativesto traditional pay TV are more flexible and typically priced lower thanoperators’ core offerings. However, substituting pay TV subscriptions for OTTis only a partial solution, as these services have lower average revenue peruser and are therefore worth less to operators.”
Looking to the future
Forecasting the performance of the pay TV market overthe next five years, IHS Markit anticipates further cord cutting in NorthAmerica, with a net decline of 8.5 million pay TV subscriptions anticipatedbetween the end of 2017 and the end 2022. Latin America is expected to returnto growth, as Brazil continues on the path of economic recovery.
Elsewhere in the world, alongside the growth of pay TVsubscriptions in most regions, the surge in online video will continueunabated. Over the five years to the end of 2022, OTT net additions areexpected to outstrip those of pay TV everywhere except the Middle East andAfrica, where pay TV will grow faster. In total, 409 million OTT videosubscriptions will be added globally over the forecast period, with almosttwo-thirds to come from Asia Pacific.
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