14 th , 15 th & 16 th May 2019 African Pride Arabella Hotel & Spa Cape Town - 4th Edition Organised by WELCOME TO Nextv CEO Africa 2019 SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER Follow us @dataxisintel #nextvceoafrica
HOW HOW CAN CAN MUS MUSIC IC ST STREA REAMI MING NG PLAT PLATFORMS FORMS SUCCE SUCCESS SSFUL FULLY LY ENT ENTER ER THE THE AFRICAN AFRICAN MARKE MARKET? T? MODERATOR Kathr Kat hryn SHARFMAN yn SHARFMAN Head of Marketing TENCENT TENCENT AFRICA FRICA/ JO JOOX OX MUSI USIC Krestin HARRINGTON Broadcast Broa st Journali list st DEUTS DEU TSCHE CHE WELL WELLE Ju Judith dith M MASS ASSIA IA Founder and CEO RBELL ELLIO ION N LTD LTD #nextvceoafrica
EVOLUTION EVOLUTION OF OF MOBILE MOBILE BROAD BROADBAND ND SP SPLIT LIT GENE GENERAT RATION ON Million subscribers 14 th , 15 th & 16 th May 2019 700 Million 600 500 235 198 400 162 126 93 300 63 200 358 338 317 297 278 256 100 0 2018 2019 2020 2021 2022 2023 Source: 3G subscribers 4G subscribers www.dataxis.com #nextvceoafrica
FINANCING FINANCING AFRICAN AFRICAN CONTE CONTENT NT Duncan IRVINE Duncan IRVINE Tamima IBRA Tamim IBRAHIM HIM MODERATOR Founder r & & CEO Head of He f Con Conte tent RAPID PID BLU LUE SWITCH TV SWITCH TV Lara U Lara UTIAN AN-PRE RESTON Nisha L Nisha LIG IGON ON Journa rnalist SCRE CREEN AFRI AFRICA CA Co Founder r & & CEO UBONGO UBONGO #nextvceoafrica
ONE ONE-TO TO-ON ONE SE E SESS SSIO ION: N: : YOUTUBE MODERATOR Dayo OLOPADE He Head ad of Strateg of Strategic ic Partn Partnership ership Africa frica YO YOUTUB UTUBE Priscilla TIRVENGADUM Head of of Ev Events DAT DATAXI AXIS #nextvceoafrica
MOBIL MOBILE E BROA BROADBAN AND ACCESS ACCESS EVOL EVOLUTION UTION 14 th , 15 th & 16 th May 2019 2023 FORECAST 2018 31% 31% 48% 48% 52% 52% 69% 69% < 3G or no access 3G/4G Source: www.dataxis.com #nextvceoafrica
EVOL EVOLUTION UTION OF OF ES ESPORTS PORTS IN IN AF AFRICA: RICA: The next major sport league MODERATOR Brad KIRB Brad KIRBY Head of Esport KWESÉ TV KWE Kres restin tin HARRI ARRINGTON Broa Broadcast st Journali list st DEUTSCH DE CHE WE WELLE LLE Julia Julia ROBSON ROBSON Correspondent & Community Manager Africa GINX ESPORTS GINX ES PORTS AFR AFRICA ICA #nextvceoafrica
A A GAME GAME CHANGER CHANGER : : FTTH b FTTH boo oom i m in n South South Afri Africa ca Mike S Mike SIL ILBER BER Vino GOVENDE Vino GO VENDER Board M Bo Memb mber Executiv Exe ive: : St Strategy, y, Mergers s & & MODERATOR Ac Acquis isit ition ions, s, and In Innovati vation FT FTTX COUN TX COUNCIL CIL AFR AFRICA ICA DARK K FIBR FIBRE AF E AFRICA ICA Toyin OYEKANMI Head of of Sou South Afr Africa ican Burea Bureau AFRIC AF RICAN AN LEADERSH EADERSHIP IP MAGAZIN AGAZINE Br Bradley adley HEMPHI HEMPHILL LL Digit Digital l In Infr frast structure St Strategis ist LIGHT LIGHTST STRUC RUCK #nextvceoafrica
TOT TOTAL AL WIRE WIRED D BROAD BROADBAND ND EVOLUTION EVOLUTION SOUT SOUTH H AFRICA AFRICA Million subscribers 14 th , 15 th & 16 th May 2019 10 Million 8.8 9 8 7 8.8 8.8 M 6 5 3.89 4 3 2.1 2 1.2 1 M 1 M 0.9 1 0 Q42014 Q42015 Q42016 Q42017 Q42018 xDSL subscribers Fttx internet subscribers Source: www.dataxis.com #nextvceoafrica
14 th , 15 th & 16 th May 2019 African Pride Arabella Hotel & Spa Cape Town - 4th Edition Organised by Welcome to Nextv CEO Africa 2019 – Day 2 SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER Follow us @dataxisintel #nextvceoafrica
INDUSTRY OVERVIEW Sa Eva NEBIE Sen Senior A ior Ana naly lyst st Follow us @dataxisintel #nextvceoafrica
TV HOUSEHOLDS STRUCTURE HOUSE HOUSEHOLDS HOLDS TV PENET TV PE NETRA RATI TION ON 2018 2018 Larges Largest countries countries in in terms terms of of hous households eholds - 2018 2018 250 215 215 60 Million Million 50 200 40 150 102 102 30 100 20 30 30 10 50 0 0 HOUSEHOLDS TV PAY TV HOUSEHOLDS HOUSEHOLDS Source: Households TOTAL TV HH www.dataxis.com
DELAYED TRANSITION TO DIGITAL TELEVISION DIGITAL SWIT DIGIT AL SWITCHOV CHOVER ER DSO STA SO STATUS TUS BY COU OUNTR NTRY Number of households Digital migration stage - 2018 45 Million 39 mn 39 mn 40 35 30 25 20 13 mn 13 mn 15 11 mn 11 mn 10 5 0 2018 2019 2020 2021 2022 2023 Terrestrial FTA Analogue Terrestrial FTA Digital Terrestrial PTV Digital completed Source: ongoing not started www.dataxis.com
30 MILLION PAY TV SUBSCRIBERS PAY TV M PAY TV MAR ARKET KET BY BY TE TECHNOLOG CHNOLOGY PAY TV MAR PAY TV M ARKET KET BY BY COU COUNTRY NTRY Number of subscribers 2018 – revenues in US Dollars 25 Million Million Million 35 6 000 30 20 5 000 25 4 000 15 20 3 000 15 10 2 000 10 5 1 000 5 0 0 0 2017 2018 Direct Basic Cable TV IPTV DTH MMDS TV Digital OTT Pay TV DTT Source: Subscribers Revenues www.dataxis.com
A $4.8 BILLION MARKET PAY T PAY TV REVE V REVENUE NUES S BY TE BY TECHNOLO CHNOLOGY GY PAY T PAY TV ARPU V ARPU BY TE BY TECHNOLO CHNOLOGY GY US Dollars US Dollars 20 6 Billion 4.8 4.8 +9% 5 4.4 4.4 15 4 10 3 2 5 1 0 0 2017 2018 DTH IPTV MMDS OTT TV DTT Cable TV ARPU ARPU ARPU ARPU ARPU ARPU DTH DTT IPTV Cable TV OTT PTV 2017 2018 Source: www.dataxis.com
HIGHLY CONCENTRATED MARKET MA MARKET S RKET SHAR HARE S E SUBSCR UBSCRIBERS IBERS MARKET S MA RKET SHAR HARE REVENUE E REVENUES 2018 2018 Strong Others Others Bakhresa StarTimes Zap Zap Naspers Canal+ Canal+ Naspers StarTimes Source: www.dataxis.com
FIXED AND MOBILE CONNECTIVITY BOOM FIXED BROAD FIXED BR OADBA BAND ND EVOLUTI EVOLUTION ON MO MOBILE BROA BILE BROADB DBAND AND EVOLUTI EVOLUTION ON Number of subscribers Number of subscribers 16 350 Million Million 304 14 300 255 12 250 218 10 200 177 8 131 150 6 100 4 50 2 0 0 2014 2015 2016 2017 2018 Q42014 Q42015 Q42016 Q42017 Q42018 Cable internet Fixed wireless broadband 3G 4G Mobile broadband xDSL Fttx internet Source: www.dataxis.com
BEGINNING OF OTT CONTENT DISTRIBUTION OTT OTT EXPANSI EXPANSION KEY ISS ON KEY ISSUES UES SVOD A SVOD AND ND PAY STREAM PAY STREAMING S ING SERVICES ERVICES % Market share by operator DATA AFFORDABILITY AND AVAILABILITY ▪ Showmax PAYMENT METHODS ▪ QUALITY CONTENT ▪ Others LONG TERM FUNDING ▪ DISTRIBUTION ▪ Netflix PIRACY Iroko ▪ Source: www.dataxis.com
CONCLUSION - FORECASTS TV FORECA TV FORECAST STS TECHNOLOG TE CHNOLOGY SPLI Y SPLIT T FORECA FORECAST ST Number of households FTA AND PAY TV - 2023 350 Million 300 250 DTH 200 Terrestrial TV 150 100 50 0 2018 2019 2020 2021 2022 2023 FTA HOUSEHOLDS PAY TV HOUSEHOLDS HOUSEHOLDS STREAMING SERVICES Source: www.dataxis.com
OVERV OVERVIEW EW OF OF THE THE TV TV AND AND BROAD BROADCASTIN ASTING G IN IN AFRICA AFRICA: Roadma Ro map for th for the co coming ming yea years rs Thibaud Thibaud DE E ROHA OHAN-CHAB ABOT OT Ryan yan SOL SOLOVEI OVEI MODERATOR Busine siness ss Deve velopme ment t Direc rector tor Countr try y Man Manager BROAD OADPE PEAK VIU IU AFRICA FRICA Milton Nkosi Correspondent Santok San tokh SIN SINGH GH BBC BB C WO WORL RLD N D NEWS EWS Christoph hristoph LI LIMMER ER Man Managing Direc rector tor Senior r Vice Pres resident, t, Global Busine siness ss Deve velopme ment t Video MUL ULTI TI TV TV EUTELSA EUTEL SAT #nextvceoafrica
OVERV OVERVIEW EW OF OF THE THE TV TV AND AND BROAD BROADCASTIN ASTING G IN IN AFRICA AFRICA: Roadma Ro map for th for the co coming ming yea years rs 14 th , 15 th & 16 th May 2019 EVOLUTION EVOLUTION OF OF TV TE TV TECHNOL CHNOLOGY OGY SP SPLIT LIT TV TV TE TECHNOL CHNOLOGY OGY SP SPLIT LIT FTA and PTV, in thousands HH/subscribers in 2023 140 000 Thousand 120 000 0.5% 0.5% 0.8% 0.8% 100 000 80 000 49.0% 49.0% 48.3% 48.3% 60 000 40 000 20 000 1.4% 1.4% 0 2018 2019 2020 2021 2022 2023 OTT IPTV Cable Terrestrial DTH Source: www.dataxis.com #nextvceoafrica
ONE-TO-ONE SESSION: KWES KWESÉ É IFL IFLIX IX MODERATOR Mayur May ur PAT PATEL EL CEO EO KWESÉ KWES É IFL IFLIX IX Rhys Torrington CEO 2G 2GWAN WANA A MEDI DIA #nextvceoafrica
EVOLUTION EVOLUTION OF OF MOBILE MOBILE BROAD BROADBAND ND SP SPLIT LIT GENE GENERAT RATION ON Million subscribers 14 th , 15 th & 16 th May 2019 700 Million 600 500 235 198 400 162 126 93 300 63 200 358 338 317 297 278 256 100 0 2018 2019 2020 2021 2022 2023 Source: 3G subscribers 4G subscribers www.dataxis.com #nextvceoafrica
ONE-TO-ONE SESSION: SES SES MODERATOR Clint Cli nt BRO BROWN WN Vice ice Presiden President t - Sales Sales & & Mark arket et Develop evelopmen ment t SES V SES Video ideo, , Africa frica SES SES Priscilla TIRVENGADUM Head of Events DAT DATAXI AXIS #nextvceoafrica
Recommend
More recommend
