Pay TV channels distribution in Latamand North Americadataxis.com/wp-content/uploads/2017/10/Pay-TV-channels... · Presentation of the TV Tracker module • Analysis of the offer

Pay TV channels distribution in Latam and

North America

Presenter: Camille Dupont FREE WEBINARNovember 8, 2017Senior Analyst Americas at Dataxis

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Presentation of the TV Tracker module

• Analysis of the offer of pay TV channels in 11 countries of the Americas

• Public sources or numbers estimated according to an adequate methodology

• Module available in the database for TV channels offered by televisionoperators

• 12 tracked topics in Argentina, Brazil, Chile, Columbia, Ecuador, Mexico, Peru, Uruguay and Venezuela (85% of the total number of subscribers in the continent)

• 3 tracked topics in Canada and the United States

• Calculation of the potential reach of several premium channels available in the 11 countries mentioned

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Agenda

• 1 Pay TV channels offer in Latin America by topic• 2 The most widely distributed channels in Latin America • 3 The biggest content groups in Latin America • 4 Kids, Movies & Fictions and Sports channels offer in the United States and

Canada• 5 The Latino audience in the United States • 6 Analysis of Premium channels in Latin America • 7 Analysis of Premium channels in the United States and Canada

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Pay TV channels offer by topic and by country in Latin America

• We are tracking more than 1,500 channels spread over 12 topics• Movies & Fictions topic has the biggest offer • The distribution of the channels by topic follows the same logic in all the countries

studied

Movies & Fictions

21.3%

International

20.3%

Generalist

11.7%

Sports

10.4%

Kids

7.9%

Music

7.3%

Documentary

7.2%

Lifestyle

5.7%

Religious

3.4% News2.7%

Educational1.9% Home &

Shopping0.3%

Networks by genre in Latam

Source: Dataxis

Channels' repartition by genre and countries

Column1Argentina

Brazil

Chile

Colom

bia

Ecuador

Mexico

Peru

Uruguay

Venezue

laTotal

Documentary 13 13 12 11 11 12 12 12 12 108Educational 7 3 1 2 2 4 1 2 6 28Generalist 31 12 17 27 18 18 17 18 18 176Home&Shopping 0 2 0 0 0 1 1 0 0 4International 39 16 35 40 37 28 39 36 34 304Kids 15 13 14 14 14 15 11 12 11 119Lifestyle 13 10 10 10 9 8 9 9 8 86Movies&Fictions 34 24 40 39 37 37 39 34 36 320Music 18 7 13 16 13 15 12 9 6 109News 9 4 5 6 1 7 5 2 2 41Religious 9 6 7 7 4 5 7 3 3 51Sports 17 15 21 18 15 20 16 17 17 156

Total 205 125 175 190 161 170 169 154 153 1502

Source:Dataxis

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The most important channels in Latin America topic by topic

For each genre we found the local channel with the farthest reaching in the region.As expected, they are all located in Mexico or Brazil, which are the countries with the largest markets.

Biggest network by thematic

Thematic Biggest Network Country

Generalist TV Brasil BrazilReligious Rede Vida Brazil

Educational Futura Brazil

Documentary National Geographic Mexico

Movies & Fictions Fox, Sony Entertainment Mexico

Sports Fox Sports Mexico

Music PlayTV Brazil

Kids Discovery Kids Brazil

News Globo Brazil

Home & Shopping Polishop Brazil

Lifestyle GNT Brazil

International Telemundo Internacional MexicoSource: Dataxis

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Channels with the best distribution in Latin America

• Adding the potential subscribers of the channels disseminated in all the countries of the region, we see that the first 20 reach a high level of penetration.

• The most represented topics are Documentary, Movies & Fictions, Kids and Sports.

Top 20 of networks with best diffusion in the region

Network Group GenrePenetration

overtotalPayTVsubsCountrywiththe

biggestdistribution

NationalGeographic FoxNetworksGroup Documentary 97% MexicoFox FoxNetworksGroup Movies&Fictions 96% MexicoDiscoveryChannel DiscoveryNetworks Documentary 95% BrazilSonyEntertainmentTelevision SonyPicturesTelevision Movies&Fictions 93% MexicoDiscoveryKids DiscoveryNetworks Kids 92% BrazilDisneyChannel DisneyNetworks Kids 90% BrazilWarnerChannel TurnerNetworks Movies&Fictions 89% MexicoSpace TurnerNetworks Movies&Fictions 89% MexicoE! NBCUniversal Generalist 88% MexicoFoxLife FoxNetworksGroup Lifestyle 86% MexicoFoxSports FoxNetworksGroup Sports 84% MexicoNickelodeon ViacomInternationalNetworks Kids 84% MexicoDiscoveryHome&Health DiscoveryNetworks Movies&Fictions 82% MexicoTNT TurnerNetworks Movies&Fictions 82% BrazilHistoryChannel A&ETelevisionNetworks Documentary 81% MexicoESPN DisneyNetworks Sports 79% MexicoFX FoxNetworksGroup Movies&Fictions 79% BrazilCartoonNetworkLatam TurnerNetworks Kids 79% BrazilDisneyXD DisneyNetworks Kids 78% MexicoUniversalChannel NBCUniversal Movies&Fictions 78% Brazil

Source:Dataxis

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The largest content groups in Latin America

• The list presents the top 10 of content groups with better reach. • Globo Group has a smaller portfolio of channels than the others but these channels

have a very important base of subscribers

Top 10 of groups with best diffusion

Q217 GroupTotal

NetworksBiggest Networks

1 Turner Networks 158 Space, Cartoon Network, TNT

2 Fox Networks Group 103 Fox, Fox Sports, National Geographic

3 Discovery Networks 81 Discovery Kids, Discovery Channel, Investigation discovery

4 Disney Networks 58 Disney XD

5 Televisa Group 67 Distrito Comedia

6 Globo Group 18 Futura, Canal Brasil, Globo TV

7 Viacom International Networks 81 Nickelodeon, MTV, Comedy central

8 NBC Universal 44 E!, Universal channel, Telemundo internacional

9 A&E Television Networks 36 A&E, History Channel, Lifetime

10 AMC Networks 55 El Gourmet, AMC, Film & ArtsSource: Dataxis

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Kids, Movies & Fictions and Sports channels offer in the United States and Canada

• For each topic, there are channels with very high penetration over the total of pay TV subscribers.

• The levels of penetration in Canada and the United States are similar to those of Latin American channels that have diffusion throughout the continent (eg National Geographic).

Networks by thematic and best penetration rate

USA Best network's

penetrationBiggest Network

CanadaBest network's

penetrationBiggest Network

Kids 13 95% Disney Channel 10 85% TreehouseMovies & Fictions 21 94% A&E 12 82% A&ESports 24 88% ESPN 2 13 88% TSN, TSN 3, TSN 4, TSN 5

Source: Dataxis

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The Latino audience in the United-States

• Most of the major pay TV operators (Comcast, Charter, Verizon...) offer plans directed to a Spanish-speaking audience.

• They include most of the "classical" channels in English and specific channels in Spanish.

• Several channels in Spanish have a very high global penetration because they do not appear only in the Latino packages but also in the classical offer of operators.

Networks by thematic and best penetration rate - Latino Pack

Latino Pack Number of networks available

Best network's

penetration

Biggest Network

Kids 12 8% Disney XDMovies & Fictions 17 8% Galavisión USASports 22 8% Fox Deportes, ESPN Deportes

Source: Dataxis

• The channels of Latino plans have a penetration of up to 8% over all pay TV subscribers.

• For example Galavisión reaches 68% of the total pay TV subscribers in the country

Networks by thematic and best penetration rate - Latino Pack Penetration of networks in spanish over total subscribers

Networks in spanishBest

network's penetration

Biggest Network

Kids 3% Disney XD en españolMovies & Fictions 68% Galavisión USASports 45% Univisión Deportes Network

Source: Dataxis

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An analysis of Premium channels in Latin America

• HBO Premium packages are available in the 9 countries that we follow• The penetration of total subscribers is 8.4%, with significant disparities between

countries• Chile has the highest penetration and Brazil, which is a key market, has the least

important penetration.• Fox Premium and Telecine have a more exclusive positioning since less than 3% of

subscribers subscribe to the package.• By way of comparison, Netflix concentrates almost twice as many subscribers as HBO,

with a global penetration of 15.7% and a strong presence in the most important markets (Brazil and Mexico)

+ Telecine

15,7% 8,4% 2,7%

Premium Channels in Latin America% Total Penetration

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An analysis of Premium channels in United-States and Canada

• The penetration of the HBO package is much higher than in Latin America: it is as an accessible Premium. However, Netflix has even more subscribers.

• Starz, Showtime and Epix are more exclusive but still have a relatively high penetration. • In contrast, NFL Sunday Ticket is only accessible via DirecTV. • In Canada, HBO has an important reach, greater than Netflix. However, the other

channels are more exclusive

45.8

31.628.4

15.3

2.09

45.7%

31.5%28.3%

15.2%

2.10%

50.2%

0%

10%

20%

30%

40%

50%

60%

0

5

10

15

20

25

30

35

40

45

50

HBO Starz Showtime Epix NFL Sunday Ticket

Netflix

MILLIONS

USA Total potential subs in M Penetration

Source: Dataxis

5.1

1.10.4

45.7%

9.9%

3.5%

32.4%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

0

1

2

3

4

5

6

HBO The Movie Network Super Channel Netflix

MILLIONS

Canada Total potential subs in M Penetration

Source: Dataxis

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Conclusions

• In Latin America, the distribution of channels by topic in each country is globally homogenous. The topic Movies & Fictions is the most represented.

• The total offer of pay TV channels varies from one country to another (120 in Brazil, more than 200 in Argentina) due to diverse causes (language, national context, geographical proximity to another country, etc.)

• In Latin America, the biggest channels achieve a level of penetration of more than 90%, as in the United States. In Canada they are lower rates, due to a more flexible offer of pay TV operators.

• The first 4 content groups which are present in Latin America (Turner, Fox Discovery and Disney) are from the United States. They have channels of various topics.

• In the United States, TV operators tend to segment their channel offerings for the Latino audience. The channels of the Latino packages can reach a penetration of 8%.

• In the United States, subscription to Premium channels is much less exclusive than in Latin America. HBO is the Premium offer with the highest penetration in all the analysed territories

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More information :Camille Dupont

[email protected]

dataxis.com

Free Webinar - November 8th 2017

Thank you for your attention