Understanding the future of entertainment
Keiran Suchak - 21/06/17
Sports key for Western European and North American channels

The proportion of distinct channels which are primarily sports-oriented stood at 14% in Western Europe and 12% in North America for 2016. While sports are a key compontent of most competitive TV offerings, there is a wide variation in the proportion of channels devoted to sports across different regions - for example, in Sub-Saharan Africa only 8% of channels are dedicated to sports.

Focusing on Western Europe and North America, it is noticeable that in both of these regions a smaller proportion of channels are devoted to general entertainment: in North America, 50% of channels are classified as general entertainment, and 53% in Western Europe, compared to 59% across all other regions. Whilst this is largely accounted for by the increased proportion of sports-focused channels in these regions, it is also the case that other genres see an increase; particularly in North America, there is a greater proportion of movie-oriented channels being offered. This is indicative of consumer demand in these regions for a greater amount of premium content.

One key factor in the number of sports channels each market can sustain is the number of different sports for which major broadcasting rights deals exist in each of these regions. In both Western Europe and North America, rights deals exist for a wide range of sports and often cover a large number of major leagues for these sports from different countries. As such, it is not uncommon to encounter channels that are solely devoted to an individual sport - such as the Sky Calcio range of channels offered in Italy which are devoted to football, and NBA TV and the NFL Network in North America which are devoted to basketball and american football respectively.

Toby Holleran - 14/06/17
VMSO on the horizon for Verizon

This week, Verizon closed its acquisition of Yahoo! and plans to use Yahoo!’s video assets as a “platform to test over-the-top (OTT) video”, with a live TV streaming service – AKA a virtual Multiple Systems Operator (VMSO) – launch expected in the coming months. Yahoo!’s video assets include blogging platform, Tumblr, and a slate of original programming coupled with TV catch-up service, Yahoo! View and programmatic video advertising platform, BrightRoll

Verizon has been dipping its toe in the waters of the OTT space since 2014, when it acquired Intel’s online video streaming unit, OnCue, for $200m. This acquisition was intended, in part, to support Verizon’s FiOS hybrid-IPTV service, but Verizon also launched an ad-funded millennial-focussed video streaming service, go90, in October 2015. By March 2017, Verizon had spent nearly $200m on programming for go90 since the service’s launch, according to industry sources.

While the virtual MSO space (addressed in our latest report ‘The virtual MSO: Virtually changing the US TV market’) is becoming increasingly crowded, Ampere research suggests that a virtual MSO offer may represent a substantial up-sell opportunity across Verizon’s expansive base of more than 100m mobile subscribers. In our latest survey, more than 80% of Verizon mobile subscribers took a pay TV service, but fewer than 25% of these subscribers took a TV service from Verizon. 

A virtual MSO (VMSO) service from Verizon may also appeal to those same customers, providing it is targeted correctly. Verizon subscribers are cost-sensitive, and heavily influenced to take a TV service by its price-point, followed by the selection of TV shows and box-sets available. They are also susceptible to bundled offers. Verizon’s mobile subscribers without a bundled TV service are, therefore, a strong target, as virtual MSOs typically have lower entry-level prices than their traditional TV counterparts, and a subsidised bundle including Verizon’s new VMSO could be positioned as a compelling proposition as traditional pay TV subscriptions decline.

Alex Varatharajah - 8/06/17
Flexible bundling retains TV season value

As physical purchases in Home Entertainment decline, Ampere look at a way digital transactions can stem the loss in revenues.

Guy Bisson - 2/06/17
ANGACOM: Content comes back to cable?

Content was the hot topic at this year's ANGACOM cable show in Germany as cable and telecoms groups look to exclusive originals to compete.

Daniel Gadher - 1/06/17
Can't see the Acorns for the trees? Amazon's Channels initiative helps niche SVoD visibility

The launch of Amazon Channels in the UK and Germany now allows consumers to access over 40 different SVoD services. Ampere looks at what impact this could have for Amazon and its streaming partners.

Guy Bisson - 24/05/17
Content access pushes SVoD to substitution role

A small number of UK homes now consider a Subscription Video on Demand (SVoD) service to be their main way of watching TV in the house, but looking within individual service customer bases, the importance of content access to driving SVoD as a substitute for other platforms becomes clear.

Toby Holleran - 17/05/17
CBS SVoD bundle? It's Showtime

Ampere looks into CBS's new SVoD bundle, which offers consumers a saving if they take both CBS All Access and the Showtime streaming services.

Tony Maroulis - 11/05/17
Mobile Motivations: Price and data reign supreme

In Ampere’s Q1 2017 survey, respondents were asked to identify the reasons for choosing a specific operator for their mobile subscriptions. Unsurprisingly, by far the most popular decisive factor for selecting a provider was price, evident in 12 of the 13 markets surveyed.

Richard Broughton - 4/05/17
Facebook closes the gap on Google

Google currently makes about $7 each quarter for each monthly active user (MAU) from advertising on its sites. By the end of 2016, Facebook had more than doubled its number to nearly $5 per MAU in advertising revenue.