Q3 brings Brazil’s pay-TV operators a subscriber upturn, but sector is still down 3% Y/Y

By Jim O'Neill on Nov 15 2016 at 8:30 AM
Q3 brings Brazil’s pay-TV operators a quarterly upturn, but it’s still down 3% Y/Y

Brazil’s pay-TV subscriber numbers grew Q/Q during the third quarter by 47,000, the first gains the sector has shown in at least seven quarter. And, although those numbers represent a decrease of 558,000 (almost 3%) from a year ago, the slight upward tick is, hopefully, a sign of things to come.

Brazil’s 18.96 million pay-TV subscribers makes it the second-largest in Latin America, behind only Mexico.

Satellite showed the biggest quarterly gains in the market, adding 58,000 subscribers, followed by a gain of 18,000 for fiber-to-the-home (FTTH) providers and a loss of 25,000 subs from cable providers.

Nevertheless, satellite – Brazil’s sector leader at 10.89 million subscribers – is down some 693,200 subscribers from a year ago, while cable (7.84 million) is up more than 83,500 subs Y/Y and the nascent FTTH industry (212,036) is up more than 58,700.

Of the four major operators in the country. Telecom Americas (9.89 million) remains the largest provider, but has seen a subscriber decline of 2.5% in the past year. SKY/AT&T is the country’s second-largest operator (5.34 million) but it’s seen a decline of more than 3.6% from a year ago.

Brazil’s third-largest pay-TV provider, Telefonica (1.76 million) has declined 4% in the past year.

Only Oi, the smallest (1.26 million) of the Big 4, has seen a subscriber increase, ending the quarter up nearly 7.6% up over last year.

Stay tuned.

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