Europe’s pay-TV landscape is continuing to see change as telcos push IPTV platforms deeper into many major markets, seeing growth of up to 30% by 2019.
A new study from Futuresource Consulting forecasts IPTV will outperform satellite and cable growth in Western Europe and other regions. Cable is expected to lose up to 9% of its subscribers while satellite grows about 6%.
Telco Altice, which has spent $58 billion on acquisitions in Portugal and France (as well as in Israel and the United States), will become a Top 5 pay-TV provider in Europe along with Sky, Liberty Global, France Telecom and another growth-oriented telecom, Vodafone, which has spent $20 billion on its acquisitions of Spain’s Ono and Germany’s Kabel Deutschland.
Futuresource said it also expects U.S. IPTV players to push market share slightly to 15% of the pay-TV bucket in 2019 from 13% at the end of 2014. That negligible growth is expected to come at the expense of cable.
Altice is also playing a bigger role in the United States, with its pending purchase of Cablevision and Suddenlink, will be the fourth –largest operator in the U.S. Altice also has been rumored to be in talks with Verizon for its FiOS TV operation and with cableco Cox Communications.
European operators, meanwhile, like those in the U.S., are scrambling to realign their businesses as OTT, led by Netflix, continues to gain traction with consumers.
An increasing number of operators have begun to offer Netflix directly to consumers. Most recently, for example, Vodafone announced that it would offer subscribers Netflix when the SVOD service deploys there in October. That deal brings to 13 the number of operator-offered Netflix channels in Europe.
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