Mipcom 2011 russian pay tv

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October 5, 2011 WWW.JSON.RU +7 (495) 625 72 45 Pay TV in Russia: Today and Tomorrow

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Transcript of Mipcom 2011 russian pay tv

Page 1: Mipcom 2011 russian pay tv

October 5, 2011

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Pay TV in Russia: Today and Tomorrow

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Key trends in Russian TV market

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Substantial growth of pay TV penetration

Gradual growth of the number of thematic TV channels

Increase of demand and watching of thematic TV

Increase in variety, quality and competitiveness of thematic TV content

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Pay TV markets, 2011, mln subscribers

Russia is one of the world largest pay TV markets

Russia 102 mln subs

USA

Germany

23 mln subs

24 mln subs

15 mln subs

UK

Sources: Informa, J’son & Partners Consulting

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Russian pay TV market, mln subs

Source: J’son & Partners Consulting

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Russia’s pay TV market will grow by up to 50% until 2016

17 20 22 24 26 28 30 32 34

32% 38% 41% 45% 49% 52% 56% 60% 63%

0%

20%

40%

60%

80%

100%

0 5

10 15 20 25 30 35 40

2008 2009 2010 2011 2012 2013 2014 2015 2016

Pay TV subscribers Penetration, %

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Technology structure of Russia’s pay TV market, 2011-2016

Source: J’son & Partners Consulting

5

56%

10%

30%

5%

2011

Analogue cable TV

Digital cable TV

Satellite TV

IPTV

27%

32%

29%

12%

2016

24 mln subs

34 mln subs

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The share of digital pay TV will grow from 44% to 73% within 5 years

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Regional distribution of pay TV subscribers, 2011

Source: J’son & Partners Consulting

2%

40%

6%

15% 8%

17%

8% 3%

Central

North-West

Ural

South

Siberia Volga Region

Far East

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Distribution of pay TV in Russia reflects distribution of population and income levels across the country

North Caucasus

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Number of TV channels in Russia

Source: J’son & Partners Consulting

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High growth of TV channels corresponds to the growth of pay TV penetration and growing demand for thematic content in Russia

August 2007

August 2008

August 2009

August 2010

August 2011

143 180 225 271

320

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Structure of TV watching and TV advertising market in Russia

Source: J’son & Partners Consulting

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Share of Non-FTA TV (thematic and local TV) in the structure of TV advertising market is substantlly lower than its share in the total TV watching

Top5 FTA TV channels Other 15 FTA TV channels

Non-FTA TV (thematic and local)

65%

22% 13%

80%

19%

1%

TV watching share TV advertising share

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Growth of Non-FTA TV watching in Russia, % of total TV watching

Source: J’son & Partners Consulting

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2010 2011 2012 2013 2014 2015 2016

13 16 19 22 26 29 32

The share of Non-FTA TV in the total TV watching will grow substantially within 5 years

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Thematic TV channels market size, mln US$

Source: J’son & Partners Consulting

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Russia’s thematic TV channels market will grow more than 3 times within 6 years

880

2010 2016

230 320

53 560

Subscription revenues Advertising revenues

283

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J’son and Partners Consulting is the leading consulting company in

Telecommunications, High-Tech, TV and Media markets across Russia and CIS.

Consulting services:

Market research and analysis

Strategy and business planning

Investment advisory

Marketing & PR

Industry expertise:

Broadcasting TV & Pay TV

Internet Media & Services

Digital Content

Hardware, Software & IT services

Fixed-line & Wireless telecom services

[email protected]

Svetlana Vodianova

CEO

[email protected]

Mikhail Shekhovtsov

Managing Director, Media Projects

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