Telcos had a 12 percent share of the global pay-TV market at the end of the third quarter of 2011, according to a new report, totalling 94 million subscribers overall. And, according to TeleGeography, that number should pass 100 million in the very near term.
Click to view a chart from the report.
Verizon (NYSE: VZ) and AT&T (NYSE: T) rank as the world's seventh and eighth largest telco TV operators, according to the report, following America Movil, China Telecom, Rostelecom, France Telecom, the free service from Iliad and Deutsche Telekom. America Movil, with 10 million subscribers, has strong presence in several markets in addition to its home markets of Brazil and Colombia. The No. 2 and 3 providers, China Telecom and Rostelecom, focus on their home markets only.
Telcos generally are equated with IPTV platforms, but some operators, notably America Movil, include cable, satellite, DTT and MMDS services as well, although the trend toward IPTV is accelerating.
"Looking to the future there is no doubt that telcos will further increase their share of the pay-TV market. While telcos will continue to invest in cable and DTH operations, over the next five years it will primarily be strong IPTV growth that enables them to gain market share," said TeleGeography's John Dinsdale. "We forecast that the IPTV subscriber base will have doubled in size by the end of 2016, which will help telcos gain control of some 16 percent of the pay-TV market."
- see this release
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