The Sub-Saharan Africa TV Market : A strong growth...

Presenter: Sa Eva Nébié – Research Analyst Africa

www.dataxis.com

The Sub-Saharan Africa TV Market :A strong growth opportunity

Free Webinar - 28th February 2017

Agenda

AGENDA

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The Sub-Saharan Africa TV Market : A strong growth opportunity - Dataxis Webinar - 2017/02/28

● Presentation of Dataxis

● The year 2016 in Sub-Saharan Africa TVo Market overviewo Forecasts o Key players o Update on digital terrestrial transition

● News ! Dataxis TV Tracker Sub-Saharan Africao What it is ?o Methodology

● Role of Pay TV operatorso In volumeo By genre

● Focus on the TV Trackero Movies & Fictions channels : ownership and genreso International TVo National African TVo HD TVo Indian TV contento The challenge: Africanisation of content

Dataxis Researchwww.dataxis.com


● Dataxis provide its clients with an online intelligence service and reports

● Offices in Berlin, Buenos Aires & Mauritius

● Reliable, up to date and in depth key performance Indicators, statistics and forecasts.

● Our service includes:

o Databases on 4play market: TV, Broadband, Wireless & Telephonyo Data by country and operator including mid and small size operators o Free and unlimited online inquiry serviceo Complete operator's profiles

50+ COUNTRIES COVERED IN AFRICA

35+ MARKET REPORTS ON AFRICAN TV MARKET

NexTV CEO Africa in Mauritiuswww.dataxis.com


www.nextvceoafrica.com

http://nextvceoafrica.com/

NexTV News Africawww.dataxis.com


The year 2016 in Sub-Saharan Africa TV market


● ~ 18,7 mn pay TV subscribers (+2 mn subscribers in 2016)

● $4,4 bn est. pay TV revenues in 2016

● ~ 14 mn DTH subscribers remaining is mostly pay DTT with limited cable & IPTV deployments

● Newcomer: Econet Media/ Kwesé

● Pay DTT continues to develop : new players or existing players moving to pay DTT

4 400 4 700

4 990 5 370

5 670 6 000

-

1 000

2 000

3 000

4 000

5 000

6 000

7 000

2016 2017 2018 2019 2020 2021

Pay TV revenues in SSA forecasts($ billion)

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Africa key Pay TV playerswww.dataxis.com


Naspers56%

Canal+15%

StarTimes9%

Zap6%

Azam TV2%

Zuku2% Others

10%

Pay TV operators in SSA(Q3 2016 – number of subscribers)

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Update on the DTT transition in Africawww.dataxis.com


● Full transition to DTT is still far from completed:⚪ Nigeria : should do ASO by mid 2017⚪ South Africa : 2-3 years needed⚪ Ethiopia, RDC also very delayed among others

● One of the main issue is distribution of millions of DTT STBs to low income households, with industrial policies associated that are leading to further delays.

0

10000

20000

30000

40000

50000

60000

70000

2016 2017 2018 2019 2020 2021

DTT Transition forecasts in SSA(number of subscribers)

Digital Terrestrial Pay TVsubscribers

Digital terrestrial FTA TVhouseholds

Analogue Terrestrial FTA TVhouseholds

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Dataxis SSA TV trackerwww.dataxis.com


The service provides :

• Quarterly reports of the Pay & Free To Airdistribution for all operating TV channels in SSA.

• Segmented by:o Country,o Ownership,o Genre,o Access (DTT/DTH/Cable/IPTV),o Type (FTA/Pay),o Definition (HD/ SD).

• 1000+ TV channels• 95% of SSA TV households

Methodology :

• Analysis of all the line-ups of all operators.• Analysis of positioning of the TV channel in different

offers (basic, pay options, à la carte…).

Generalist25%

Movies&Fiction19%

Sport9%

Music8%

International8%

Lifestyle7%

Religious7%

News5%

Kids4%

Documentary4%

Community3%

Educational1%

SSA TV channels by genreQ3 2016 – number of channels

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Pay TV operators role in TV channel edition


Pay TV operators

18%

Others82%

Share of national African TV channelsQ3 2016 – number of tv channels

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Naspers47%

CanalPlus21%

StarTimes20%

Wananchi7%

Azam2%

Zap3%

SSA TV channels by operatorQ3 2016 – number of tv channels

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Pay TV operators involvement depends on genre


● Pay TV operators are highly involved in movie & fiction and sport, leaving little room to independent TV editors.

Movies&Fiction48%

Sport26%

Generalist12%

Music6%

Documentary3%

Kids2%

Lifestyle2%

News1%

SSA TV Channels by genreQ3 2016 – number of subscribers

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Focus on sportswww.dataxis.com


● Total number of subscribers : 62,7 mn

● Pay TV operators control >50% of all sports channels:o Mostly high-value channelso High level of concentration (ex. Multichoice and Canal+) in terms of channels

and rights

● All other players are in niche markets : extreme, fighting, horse racing, golf, motors...

Total Generalist Football TurfFootball

ClubFighting Extreme Cricket Basketball Motors Rugby Golf

Naspers 25 400 17 900 4 900 1 700 900

Turf TV 5 500 5 500

Canal 5 400 5 300 100

Altice 5 400 2 400 1 900 1 100

Football 3 800 3 800

Fox 3 700 3 700

Others 3 120 900 1 000 1 100 120 900

Startimes 1 700 1 500 200

NOS 1 600 1 600

Turner 1 300 1 300

AMC 1 300 1 300

Discovery 1 200 1 200

Globo 900 900

Zap 800 800

AB Group 370 270 100

Wananchi 300 300

Total 61 790 34 800 7 800 5 500 3 800 3 000 2 520 1 700 1 300 1 170 1 000 100

Focus on Movies & Fictions www.dataxis.com


● 174,2M total subscribers

● 47% controlled by operators and 32% by main US networks.

● Several genres are developing particularly well in Africa : telenovelas, Indian movies & fiction and African or Nollywood channels : the 3 genres represent close to 35% of all subscribers.

Generalist46%

Novelas19%

African11%

Thriller8%

Comedy / Family

6%

Indian3%

Classic3%

Asian2%

Adult1%

Sci-Fi1%

Movies&Fictions channels by genreQ3 2016 – number of subscribers

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International TVwww.dataxis.com


● SSA is clearly an area where several countries seek to develop or maintain their influence.

Main players: Al Jazeera, F24, CCTV, BBC, Euronews /Africanews, RT, i24

Main players: TV5, CCTV, Deutsche Welle, RTP international, Rai International, NHK World

85

45

10

37

INTERNA TIONA L NEWS INTERNA TIONA L GENERA LIST

Main players Others actors

82 mn

95 mn

National African public & private TV channelswww.dataxis.com


● The recent liberalisation of the TV landscape lead to the multiplication of private FTA TV channels.

● Public broadcasters have often created several additional channels to compete in the context TV digitalisation.

● Most of these channels are broadcasted over the continent via satellite, unencrypted.

Others86%

African TV channels (Public & Private)

14%

Share of national African TV channelsQ3 2016 – number of tv channels

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HD TVwww.dataxis.com


● HD is totally marginal in SSA : only 3% of all TV channels are offered in HD, mostly targeting Southern Africa.

● Most HD channels are made for Sport or Movies & Fiction.

● French Speaking Africa has even less and Canal+ is not yet in HD.

Generalist31%

Sport28%

Movies & Fiction

19%

Lifestyle10%

Music6%

Documentary6%

HD Channels by genreQ3 2016 – number of tv channels

www.dataxis.com

Indian TV contentwww.dataxis.com


● Indian TV groups are building a position in SSAo Presence of a diasporao Need to new and cheap content adapted to African audiences.

● Total: ~6m subscribers

Zee38%

Star india11%

B4U10%

Sony 7%

Startimes9%

Viacom185% ISG

5%

MBC 4%

Disney India4%

Studio 14%

Tollywood3%

Indian channels : key groupsQ3 2016 – number of subscribers

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The challenge: Africanisation of contentwww.dataxis.com


● African want to see more quality African made series, movies, shows, news, sports, at low cost tocompete with foreign content already amortized.o Increase in local productiono Increase in demand from development of new channels and change in consumer’s habits

● A whole new industry is developing in Africa, but it is only early stage.

This and other topics will be debated during our NexTV CEO Africa conference in Mauritius: 10th , 11th and 12th May 2017

For more information:Grégoire LaroqueBusiness Development [email protected]: +230 483 6076

Priscilla TirvengadumHead of [email protected]: +230 483 6025

Please visit our website: www.nextvceoafrica.comTo get all information about this unique and executive event.

Thank you for your participationwww.dataxis.com


Sa Eva NebiéResearch Analyst- Africa

[email protected]

Webinar 28/02/2017

The Sub-Saharan Africa TV market :A strong growth opportunity

For more information:Go to our website: www.dataxis.com

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The Sub-Saharan Africa TV Market : A strong growth...

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