SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019

Page created by Vivian Gross
 
CONTINUE READING
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
14th, 15th & 16th May 2019
                                African Pride Arabella Hotel & Spa
                                           Cape Town - 4th Edition

                                               Organised by

         WELCOME TO Nextv CEO Africa 2019
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER

                          Follow us        @dataxisintel #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
HOW CAN MUSIC STREAMING PLATFORMS SUCCESSFULLY
  ENTER THE AFRICAN MARKET?

    MODERATOR
                                Kathryn SHARFMAN
                                Head of Marketing

                                TENCENT AFRICA/
                                JOOX MUSIC

Krestin HARRINGTON
 Broadcast Journalist
  DEUTSCHE WELLE

                                 Judith MASSIA
                                 Founder and CEO
                                 RBELLION LTD

  #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
EVOLUTION OF MOBILE BROADBAND SPLIT GENERATION
                      Million subscribers                                        14th, 15th & 16th May 2019

                    700
          Million

                    600

                    500
                                                                                     235
                                                                          198
                    400                                        162
                                                  126
                                 93
                    300   63

                    200
                                                                          338        358
                                                  297          317
                          256    278
                    100

                     0
                          2018   2019            2020          2021       2022       2023
Source:
                                        3G subscribers   4G subscribers
www.dataxis.com                                                                         #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
FINANCING AFRICAN CONTENT

     MODERATOR           Duncan IRVINE      Tamima IBRAHIM
                         Founder & CEO      Head of Content

                         RAPID BLUE         SWITCH TV

Lara UTIAN-PRESTON
       Journalist
                         Nisha LIGON
  SCREEN AFRICA          Co Founder & CEO

                         UBONGO

  #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
ONE-TO-ONE SESSION: : YOUTUBE

     MODERATOR

                                Dayo OLOPADE
                                Head of Strategic Partnership Africa

                                YOUTUBE
 Priscilla TIRVENGADUM
     Head of Events

       DATAXIS

     #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
MOBILE BROADBAND ACCESS EVOLUTION
                                                                    14th, 15th & 16th May 2019

                        2018                  2023 FORECAST

                               31%

                                          48%
                                                              52%

                  69%

Source:                         3G/4G   < 3G or no access

www.dataxis.com                                                            #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
EVOLUTION OF ESPORTS IN AFRICA: The next major sport league

                                 Brad KIRBY
   MODERATOR

                                 Head of Esport

                                 KWESÉ TV

Krestin HARRINGTON
 Broadcast Journalist

 DEUTSCHE WELLE                  Julia ROBSON
                                 Correspondent & Community Manager
                                 Africa

                                 GINX ESPORTS AFRICA

  #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
A GAME CHANGER : FTTH boom in South Africa

                               Mike SILBER                              Vino GOVENDER
      MODERATOR                Board Member                             Executive: Strategy, Mergers &
                                                                        Acquisitions, and Innovation
                               FTTX COUNCIL
                               AFRICA                                   DARK FIBRE AFRICA

    Toyin OYEKANMI
Head of South African Bureau

   AFRICAN LEADERSHIP
        MAGAZINE

                                              Bradley HEMPHILL
                                              Digital Infrastructure Strategist

                                              LIGHTSTRUCK

     #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
TOTAL WIRED BROADBAND EVOLUTION SOUTH AFRICA
                          Million subscribers
                                                                                  14th, 15th & 16th May 2019

                    10
          Million

                     9                                                              8.8

                     8

                     7
                                                                                        8.8 M
                     6

                     5

                     4
                                                                          3.89

                     3
                                                      2.1
                     2
                                    1.2
                     1
                         1M
                          0.9

                     0
                         Q42014    Q42015            Q42016              Q42017   Q42018
Source:                           xDSL subscribers    Fttx internet subscribers

www.dataxis.com                                                                           #nextvceoafrica
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER - WELCOME TO Nextv CEO Africa 2019 14th, 15th & 16th May 2019
14th, 15th & 16th May 2019
                                African Pride Arabella Hotel & Spa
                                           Cape Town - 4th Edition

                                               Organised by

Welcome to Nextv CEO Africa 2019 – Day 2
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER

                          Follow us        @dataxisintel #nextvceoafrica
INDUSTRY OVERVIEW

                                               Sa Eva NEBIE
                                               Senior Analyst

Follow us   @dataxisintel #nextvceoafrica
TV HOUSEHOLDS STRUCTURE

             HOUSEHOLDS                                             TV PENETRATION
             2018                                                   Largest countries in terms of households - 2018

                     215
             250                                                    60
   Million

                                                          Million
                                                                    50
             200

                                                                    40
             150

                                  102
                                                                    30

             100                                                    20

                                               30
                                                                    10
             50

                                                                     0
              0
                   HOUSEHOLDS       TV         PAY TV
                                HOUSEHOLDS   HOUSEHOLDS

  Source:

                                                                             Households          TOTAL TV HH
  www.dataxis.com
DELAYED TRANSITION TO DIGITAL TELEVISION

       DIGITAL SWITCHOVER                                                            DSO STATUS BY COUNTRY
       Number of households                                                          Digital migration stage - 2018
               45
     Million

               40                                                            39 mn

               35

               30

               25

               20

               15                                                            13 mn

               10
                                                                             11 mn
               5

               0
                       2018      2019      2020   2021      2022      2023

                    Terrestrial FTA Analogue      Terrestrial FTA Digital
                    Terrestrial PTV Digital                                              completed
  Source:
                                                                                           ongoing
                                                                                         not started
  www.dataxis.com
30 MILLION PAY TV SUBSCRIBERS

      PAY TV MARKET BY TECHNOLOGY
      Number of subscribers
                                                                          PAY TV MARKET BY COUNTRY
                                                                          2018 – revenues in US Dollars
            25
  Million

                                                           Million

                                                                                                                             Million
                                                                     35                                              6 000

            20                                                       30                                              5 000

                                                                     25
                                                                                                                     4 000
            15
                                                                     20
                                                                                                                     3 000
            10                                                       15
                                                                                                                     2 000
                                                                     10
            5
                                                                     5                                               1 000

            0                                                        0                                               0
                        2017                    2018

                 Direct Basic Cable TV   IPTV
                 DTH                     MMDS TV Digital
                 DTT                     OTT Pay TV
  Source:                                                                              Subscribers        Revenues

  www.dataxis.com
A $4.8 BILLION MARKET

     PAY TV REVENUES BY TECHNOLOGY                                  PAY TV ARPU BY TECHNOLOGY
     US Dollars                                                     US Dollars

               6                                               20
     Billion

               5
                                        +9%         4.8
                          4.4                                  15
               4

               3                                               10

               2
                                                               5
               1

               0                                               0
                          2017                      2018             DTH   IPTV   MMDS   OTT TV    DTT   Cable TV
                                                                    ARPU   ARPU   ARPU   ARPU     ARPU    ARPU
                   DTH   DTT     IPTV    Cable TV    OTT PTV
  Source:                                                                         2017   2018

  www.dataxis.com
HIGHLY CONCENTRATED MARKET

       MARKET SHARE SUBSCRIBERS            MARKET SHARE REVENUES
       2018                                2018

       Strong                                       Others
   Bakhresa          Others
                                             StarTimes

                                             Zap
             Zap
                                 Naspers
                                           Canal+
            Canal+
                                                             Naspers

                     StarTimes

  Source:

  www.dataxis.com
FIXED AND MOBILE CONNECTIVITY BOOM

             FIXED BROADBAND EVOLUTION                                   MOBILE BROADBAND EVOLUTION
             Number of subscribers                                       Number of subscribers
             16                                                               350
   Million

                                                                    Million
                                                                                                                              304
             14
                                                                              300
                                                                                                                     255
             12
                                                                              250
                                                                                                            218
             10
                                                                              200               177
             8
                                                                              150   131
             6
                                                                              100
             4

                                                                              50
             2

             0                                                                 0
                  Q42014   Q42015    Q42016    Q42017    Q42018                     2014        2015        2016     2017     2018

                    Cable internet       Fixed wireless broadband                          3G          4G      Mobile broadband
                    xDSL                 Fttx internet
  Source:

  www.dataxis.com
BEGINNING OF OTT CONTENT DISTRIBUTION

    SVOD AND PAY STREAMING SERVICES         OTT EXPANSION KEY ISSUES
    % Market share by operator

                                            ▪   DATA AFFORDABILITY AND AVAILABILITY

                                 Showmax    ▪   PAYMENT METHODS

            Others                          ▪   QUALITY CONTENT

                                            ▪   LONG TERM FUNDING

                                            ▪   DISTRIBUTION
                                  Netflix
                        Iroko               ▪   PIRACY

  Source:

  www.dataxis.com
CONCLUSION - FORECASTS

                  TV FORECASTS                                          TECHNOLOGY SPLIT FORECAST
                  Number of households                                  FTA AND PAY TV - 2023

            350
  Million

            300

            250

            200
                                                                        Terrestrial TV          DTH
            150

            100

            50

             0
                     2018       2019     2020   2021    2022     2023
                   FTA HOUSEHOLDS                PAY TV HOUSEHOLDS
                   HOUSEHOLDS                    STREAMING SERVICES

  Source:

  www.dataxis.com
OVERVIEW OF THE TV AND BROADCASTING IN AFRICA:
 Roadmap for the coming years

 MODERATOR            Thibaud DE ROHAN-CHABOT         Ryan SOLOVEI
                      Business Development Director   Country Manager

                      BROADPEAK                       VIU AFRICA

 Milton Nkosi
  Correspondent
BBC WORLD NEWS        Christoph LIMMER                Santokh SINGH
                      Senior Vice President, Global   Managing Director
                      Business Development Video

                      EUTELSAT                        MULTI TV

#nextvceoafrica
OVERVIEW OF THE TV AND BROADCASTING IN AFRICA:
             Roadmap for the coming years
                                                                                                           14th, 15th & 16th May 2019

                     EVOLUTION OF TV TECHNOLOGY SPLIT                                     TV TECHNOLOGY SPLIT
                       FTA and PTV, in thousands HH/subscribers                                  in 2023
           140 000
Thousand

           120 000

           100 000                                                                 0.5%                                     0.8%

            80 000

            60 000                                                                 49.0%                                   48.3%

            40 000

            20 000
                                                                                                                            1.4%
                0
                       2018   2019    2020       2021      2022       2023

                      OTT      IPTV      Cable          Terrestrial          DTH
    Source:

    www.dataxis.com                                                                                               #nextvceoafrica
ONE-TO-ONE SESSION: KWESÉ IFLIX

  MODERATOR

                                       Mayur PATEL
                                       CEO
                                       KWESÉ IFLIX
Rhys Torrington
      CEO

2GWANA MEDIA

#nextvceoafrica
EVOLUTION OF MOBILE BROADBAND SPLIT GENERATION
                      Million subscribers                                        14th, 15th & 16th May 2019

                    700
          Million

                    600

                    500
                                                                                     235
                                                                          198
                    400                                          162
                                                 126
                                 93
                    300   63

                    200
                                                                          338        358
                                                 297             317
                          256    278
                    100

                     0
                          2018   2019           2020            2021      2022       2023
Source:
                                        3G subscribers   4G subscribers

www.dataxis.com                                                                         #nextvceoafrica
ONE-TO-ONE SESSION: SES

    MODERATOR

                                         Clint BROWN
                                         Vice President - Sales & Market
                                         Development SES Video, Africa

                                         SES
Priscilla TIRVENGADUM
    Head of Events

      DATAXIS

    #nextvceoafrica
ONE-TO-ONE SESSION: BBC

      MODERATOR

                                           Milton NKOSI
                                           Correspondent

                                           BBC WORLD NEWS
   Joel CHURCHER
VP & General Manager Africa

   BBC Studios

     #nextvceoafrica
ONE-TO-ONE SESSION: INTELSAT

    MODERATOR
                                         Christell MEYER
                                         Senior Key Account Director

                                         INTELSAT
Priscilla TIRVENGADUM
    Head of Events

      DATAXIS

    #nextvceoafrica
CHANGING MEDIA LANDSCAPE : Private TV on the rise !

   MODERATOR
                          Andrew HANLON               Elias SCHULZE
                          Chief Executive & MD        Executive Chairman & Co- ounder

                          TVC COMMUNICATION           KANA TV - ETHIOPIA
                          NIGERIA

Krestin HARRINGTON
 Broadcast Journalist
  DEUTSCHE WELLE
                          Hamid OUDDANE               Michael MACKONEN
                          CEO                         Managing Director
                          BABELEYE                    HABESHA VIEW TV

                             Guiding Your Audiences

  #nextvceoafrica
TELEVISION ADVERTISING IN AFRICA :
      Looking at the needs of the buyers

                               Myke MWAI                     Seanice LOJEDE
                               Content Marketing and Brand   Group CEO & Co-Founder
     MODERATOR                 Development

                               STARTIMES AFRICA              BLU FLAMINGO DIGITAL

    Toyin OYEKANMI
Head of South African Bureau

   AFRICAN LEADERSHIP          Lynn MADELEY                   Langa KHANYILE
        MAGAZINE
                               Chief Executive Officer        Chocolate Equity Lead
                                                              Middle East & Africa

                               HAVAS WORLDWIDE                MONDELEZ
                               SOUTH AFRICA                   INTERNATIONAL

     #nextvceoafrica
FTA REVENUES HISTORY
                                 in million USD
                                                                 14th, 15th & 16th May 2019

               900
     Million

               800                                                      843

               700             749                        757
                     705                 723
                                                   694
               600

               500

               400

               300

               200

               100

                 0
                     2013      2014      2015      2016   2017         2018
Source:

www.dataxis.com                                                         #nextvceoafrica
ONE-TO-ONE SESSION: ANGOLA CABLES

   MODERATOR
                                                  António NUNES
                                                  Managing Director
                                          Logo AngolaCables Baixo 2Linhas CMYK.pdf   1   10/09/14   09:54

   Sa Eva NÉBIÉ                                   ANGOLA CABLES
    Senior Analyst
      DATAXIS
                                     C

                                     M

                                     Y

                                    CM

                                    MY

                                    CY

                                    CMY

                                     K

  #nextvceoafrica
ONE-TO-ONE SESSION: TELONE

  MODERATOR

                                      Chipo MTASA
                                      Managing Director

Rhys Torrington                       TELONE
     CEO

 2GWANA MEDIA

 #nextvceoafrica
ONE-TO-ONE SESSION: TELONE
                                                                                                                   14th, 15th & 16th May 2019

  OVERVIEW OF HOUSEHOLDS EQUIPMENT                                              OVERVIEW OF MOBILE BROADBAND ACCESS
                in 2018                                                                        in 2018
Thousands

                                                                           Thousands
            4 000                                                                      16 000

            3 500                                                                      14 000

            3 000                                                                      12 000

            2 500                                                                      10 000

            2 000                                                                       8 000

            1 500                                                                       6 000

            1 000                                                                       4 000

                                                                                        2 000
             500

                                                                                           0
               0
                    Total number of   Households with Households with a                           Total          3G             4G
                      households         access to     wireline internet                        population   subscribers    subscribers
  Source:
                                         electricity    subscription

  www.dataxis.com                                                                                                          #nextvceoafrica
BROADCASTER BUILDING A DIGITAL STRATEGY FOR YOUTUBE

  MODERATOR

                          Addy Awofisayo
                          YouTube Content Partnerships, Sub
                          Saharan Africa
 Sa Eva NÉBIÉ
  Senior Analyst          YOUTUBE
    DATAXIS

#nextvceoafrica
14th, 15th & 16th May 2019
                              African Pride Arabella Hotel & Spa
                                         Cape Town - 4th Edition

                                                Organised by

Welcome to Nextv CEO Africa 2019 – Day3
SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER

                                    Follow us           #nextvceoafrica
ONE-TO-ONE SESSION: STARTIMES

    MODERATOR

                                        John Yan QIONG
                                        CEO

                                        STARTIMES
                                        SOUTH AFRICA
Priscilla TIRVENGADUM
    Head of Events

      DATAXIS

  #nextvceoafrica
    #nextvceoafrica
BUILDING A FTA DTH POSITION

  MODERATOR
                       Clint BROWN                       Amanda TURNBULL
                       Vice President – Sales & Market   Vice President and General Manager
                       Development SES Video, Africa     Middle East & Africa

                       SES                               DISCOVERY

Rhys Torrington
      CEO

 2GWANA MEDIA

                        Santokh SINGH                    Ziyanda MNGOMEZULU
                        Managing Director                General Manager -Group Content Services

                       MULTI TV GHANA                    E.TV

#nextvceoafrica
EVOLUTION OF THE SATELLITE TV MARKET
                                                                           14th, 15th & 16th May 2019
 Million

           70

           60

           50

                                                                                  26
           40                                                       24
                                                         23
                                        22
                          20
                19
           30

           20

                                                                    29            32
                                        24               26
           10   19        22

            0
                2018      2019         2020             2021        2022         2023
                                 FTA households   PTV subscribers

Source:

www.dataxis.com                                                                   #nextvceoafrica
ONE-TO-ONE SESSION: DEUTSCHE WELLE

 MODERATOR

                                Claus STÄCKER
                                Head of Programming for Africa

                                DEUTSCHE WELLE
 Marie BEYER
Research Analyst

   DATAXIS

#nextvceoafrica
FOCUS SOUTH AFRICA:
Public and private Broadcasters – key issues?

  MODERATOR            Ziyanda MNGOMEZULU                                 Renee WILLIAMS
                       General Manager                                    Executive: Strategy, Mergers &
                       Group Content Services                             Acquisitions, and Innovation

                       E.TV                                               SABC

Rhys Torrington
      CEO

 2GWANA MEDIA
                                           Fikile HLONGWANE
                                           Senior Manager ICT Licensing
                                           Services

                                           ICASA

#nextvceoafrica
DEMOGRAPHICS OF SOUTH AFRICA:
                                                                   14th, 15th & 16th May 2019

                                         15,8
           TV households
                                        13,8

                                           18,1
     Number of households
                                          16,6

                                                                              62,1
                  Population
                                                                       57,7

                               0   10      20     30     40   50        60             70
Source:
                                         2023     2018
www.dataxis.com                                                           #nextvceoafrica
AFRICAN PUBLIC BROADCASTERS: how to enter the digital world?                14th, 15th & 16th May 2019

  MODERATOR
                       Nirvana SINGH                    Charles MUNGAI
                       Manager: Industry Development    Chief Digital strategist
                       SABC TV CONTENT                  KENYA BROADCASTING CORPORATION

Rhys Torrington
     CEO

 2GWANA MEDIA
                       Patrick MAVHURA                  Sahifoulaye KONE
                       Chief Executive Officer          Digital Director

                       ZIMBABWE BROADCASTING            RADIODIFFUSION TELEVISION IVOIRIENNE
                       CORPORATION

Source:

www.dataxis.com
#nextvceoafrica                                                                      #nextvceoafrica
FTA revenues history
  in million USD                                                                                   14th, 15th & 16th May 2019

                                                                    1200

                                                          Million
          900
Million

          800                                      843                                                              270
                                                                    1000
          700          749                  757                                     255                    244
                705           723                                            258           235
                                     694                                                          229
          600                                                       800                                             843
                                                                                    749                    757
          500
                                                                             705           723    694
                                                                    600
          400

          300                                                       400

          200
                                                                    200
          100

            0                                                          0
                2013   2014   2015   2016   2017   2018                     2013    2014   2015   2016    2017      2018

                                                                           TV Public funding
Source:

www.dataxis.com                                                                                           #nextvceoafrica
MOBILE OPERATORS GOING OTT TV & VIDEO

                        Stephen WATSON                Jojo Chartei QUANSAH
                        Founder & Managing Director   Data & VAS Manager
                        DEOD                          VODAFONE GHANA
      MODERATOR

                        Benjamin OKOROAFOR            Mirian DA SILVA
                        CEO                           Broadcast Manager
Lara UTIAN-PRESTON      PIPUL TV                      LIQUID TELECOM
       Journalist

   SCREEN AFRICA

                        Geir BJORNDAL
                        VP International Strategy

                        VERIMATRIX

#nextvceoafrica
ONE-TO-ONE SESSION: FACEBOOK

   MODERATOR

                                      Jocelyne Muhutu-Remy
                                      Strategic Media Partnership Manager
                                      Sub-Saharan Africa

                                      FACEBOOK
  Milton Nkosi
   Correspondent

BBC World News

  #nextvceoafrica
You can also read