Digital video subscriber growth in Europe continues to outpace the overall TV market (including analog), with a 4.8% growth rate over the past 12 months — that’s compared to 3.4% for total tracked subscribers. Digital subscriber levels now exceed 102 million in Europe.
Source: Strategy Analytics
Cable broadband equipment spending declines in 1Q15 and continued into the second quarter, with global revenue dipping 2% quarter-over-quarter, according to IHS. In North American, DOCSIS channel shipments were down 25 percent sequentially in 2Q15 after increasing 13 percent in 1Q15.
The video entertainment distribution sector is still evolving. Case in point: the pay-TV operators within North America continue to be challenged during the second quarter of 2015, as significant new subscriber losses pose an ongoing threat to their core business model.
Linear TV will remain a powerful force for some time: a study found that half pay for a TV subscription and 2.5 hours is devoted to linear TV daily. However, 16-24 year-old now average an hour each day watching online TV, which is a third of their daily TV viewing time.
Connected TVs – particularly 4K TVs – will be a major driver of fixed IP traffic. The TV set share of network data traffic will increase from 29% in 2015 to 41% by 2020, as the unique characteristics of fixed next-generation internet access networks give telecom operators a new revenue opportunity.
via Analysys Mason
The impact of alternative forms of video entertainment on the traditional pay-TV sector is now very much a global phenomena. What started as a small disruption in North America, with the introduction of Netflix and Hulu service offerings, has evolved into a transformation that reaches far and wide.
The global set-top box (STB) market — including IP/cable/satellite/DTT STBs, OTT media servers, and HDMI dongles — totaled $4.2 billion in 1Q15, slipping 3 percent from 4Q14. IHS expects the number of HDMI dongles sold worldwide to top 27 million by 2019. Meanwhile, cable TV STB sales fell 2 percent worldwide in 1Q15, to $1.5 billion.