Television Services: North American Outlook 3Q 2012
This report analyzes the North American market for consumer TV services, including cable, IPTV, and satellite/DTH. It examines service provider activities and trends, competitive positioning, customer retention strategies, changing regulations, and new technologies attempting to break into the space, including Google Fiber and Aereo. The report analyzes forces that impact current offerings, including carriage and retransmission issues, OTT video services, multiscreen services, and VOD. The report includes forecasts for subscriber and ARPU trends through 2017.
“The saturation of the North American pay-TV market means that subscriber growth, if it happens, is going to be dependent on an operator’s ability to both retain customers through perceived product value and customer service and attract their competitor’s customer, often with highly discounted offers that cut into the bottom line,” said Jim O’Neill, research analyst, Parks Associates. “Service providers also are going to struggle to increase ARPU as content costs increase. Over time, equilibrium will be established, but we’re going to see more carriage and retransmission battles – some of them disruptive – before that happens.”
“The saturation of the North American pay-TV market means that subscriber growth, if it happens, is going to be dependent on an operator’s ability to both retain customers through perceived product value and customer service and attract their competitor’s customer, often with highly discounted offers that cut into the bottom line,” said Jim O’Neill, research analyst, Parks Associates. “Service providers also are going to struggle to increase ARPU as content costs increase. Over time, equilibrium will be established, but we’re going to see more carriage and retransmission battles – some of them disruptive – before that happens.”
1 REPORT SUMMARY
1.1 Purpose and Scope of Report
1.2 Data Sources
2 STATE OF THE MARKET
2.1 The State of Television in North America
3 SERVICE TRENDS AND KEY COMPETITIVE ISSUES
3.1 Subscriber Retention
3.2 Customer Service
3.3 Content Costs, Carriage Fees and Retransmission Battles
3.4 New Challengers: Google Fiber, Aereo Join OTT as Disruptors
3.4.1 Google Fiber in Kansas City
3.4.2 Aereo Arrives in New York City
3.5 TV Everywhere
3.6 Smart-TVs: Risk and Reward for Pay-TV Operators
3.7 CapEx Spend for 2012- 2013
3.8 Completing the Conversion to Digital
3.9 Operator CPE Initiatives
3.10 The Changing Cable Landscape
4 FORECASTS – PAY-TV SUBSCRIBERS AND MULTISCREEN TV SERVICES
4.1 Methodology and Assumptions
4.2 U.S. Subscriber Growth
4.3 RPU and Revenue Continue to Rise
5 GLOSSARY
5.1 GLOSSARY of terms
1.1 Purpose and Scope of Report
1.2 Data Sources
2 STATE OF THE MARKET
2.1 The State of Television in North America
3 SERVICE TRENDS AND KEY COMPETITIVE ISSUES
3.1 Subscriber Retention
3.2 Customer Service
3.3 Content Costs, Carriage Fees and Retransmission Battles
3.4 New Challengers: Google Fiber, Aereo Join OTT as Disruptors
3.4.1 Google Fiber in Kansas City
3.4.2 Aereo Arrives in New York City
3.5 TV Everywhere
3.6 Smart-TVs: Risk and Reward for Pay-TV Operators
3.7 CapEx Spend for 2012- 2013
3.8 Completing the Conversion to Digital
3.9 Operator CPE Initiatives
3.10 The Changing Cable Landscape
4 FORECASTS – PAY-TV SUBSCRIBERS AND MULTISCREEN TV SERVICES
4.1 Methodology and Assumptions
4.2 U.S. Subscriber Growth
4.3 RPU and Revenue Continue to Rise
5 GLOSSARY
5.1 GLOSSARY of terms
LIST OF FIGURES
Industry Sources for the Report
Worldwide Pay-TV Subscribers
Users are Watching More Video on More Screens
U.S. Service Provider Subscription Figures
Canadian Provider Subscription Figures
North American Pay-TV Subscriptions
U.S. Pay-TV Content Features
Subscriber Acquisition Costs
Decline in U.S. Subscriber Numbers
Cable Operators Get Back to Basics
Pay-TV Subscriptions Trends
Reasons for Downgrading TV Package
Carriage/Retransmission Disputes in 2012 at a Glance
Google Fiber Service Delivery
Availability of Multiscreen / TV Everywhere Services
Awareness of TV Everywhere Services – U.S.
Awareness of TV Everywhere Services – Canada
TV Everywhere Usage
Worldwide Households with Pay-TV Services / Smart TVs
Subscriber Forecast Methodology
U.S. Pay-TV Subscriber Forecast
U.S. Pay-TV Market-Share Change
Revenue Forecast Methodology
U.S. Pay-TV Revenue Forecast
Industry Sources for the Report
Worldwide Pay-TV Subscribers
Users are Watching More Video on More Screens
U.S. Service Provider Subscription Figures
Canadian Provider Subscription Figures
North American Pay-TV Subscriptions
U.S. Pay-TV Content Features
Subscriber Acquisition Costs
Decline in U.S. Subscriber Numbers
Cable Operators Get Back to Basics
Pay-TV Subscriptions Trends
Reasons for Downgrading TV Package
Carriage/Retransmission Disputes in 2012 at a Glance
Google Fiber Service Delivery
Availability of Multiscreen / TV Everywhere Services
Awareness of TV Everywhere Services – U.S.
Awareness of TV Everywhere Services – Canada
TV Everywhere Usage
Worldwide Households with Pay-TV Services / Smart TVs
Subscriber Forecast Methodology
U.S. Pay-TV Subscriber Forecast
U.S. Pay-TV Market-Share Change
Revenue Forecast Methodology
U.S. Pay-TV Revenue Forecast
