ASIA PACIFIC PAY-TV OPERATORS SUMMIT REPORT 2012 OVERVIEW: COMPETITION, GROWTH AND VALUE
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ASIA PACIFIC PAY-TV OPERATORS SUMMIT REPORT 2012
OVERVIEW: COMPETITION, GROWTH AND VALUE
“You can have as many devices as you like, as many tablets as you like, as many
technologies as you like, but linear content – strong branded channels – still drives
pay-TV in Asia,” Vivek Couto, executive director of Media Partners Asia (MPA)
told assembled delegates in his opening address at MPA’s third Asia Pacific Pay-TV
Operators Summit.
Pay-TV providers around the world have always provided subscribers with greater choice
as well as greater control of content to drive pay-TV growth. Linear channels remain
essential to the consumer proposition however, still holding substantial growth potential
that operators can unlock with simpler packages and interfaces.
“We still think there’s a lot of room in Asia, both in developed and mature markets, to
really grow that channel business,” Couto said. “We need to go back to simplicity: simple
packaging, effectively marketed with more value.” The strategy has already succeeded in
Latin America, another major regional growth market, as well as in North America. Now
it promises to take a prominent role in growth strategies in Asia, including markets and
platforms that are also experiencing solid growth with value-added services. “We’re at
about 50% pay-TV penetration in Asia,” Couto said. “Where we go over the next decade,
whether it plateaus at 60-65% or whether we can go to 80-90% as in the US, depends
on everyone in the room.”
This challenge has been accepted by key platforms such as PCCW in Hong Kong, Astro in
Malaysia and SingTel in Singapore amongst others, set to adopt long-term packaging and
multiscreen strategies to drive growth across pay-TV, broadband and mobile platforms.
The bulk of future regional growth rests in China and India, two massive markets in the
midst of digital transformation. While opportunities in the former are still constrained,
India’s potential is shining brighter than ever, thanks to a booming DTH market and
promising regulation to encourage cable digitalization. At the same time, North Asia
also continues to offer significant growth, mainly from DTH and IPTV platforms, as does
Southeast Asia, powered in particular by Indonesia, Thailand and Vietnam.
ARPUs will come down in Southeast Asia’s growth markets with greater penetration.
Operators and channel providers should be able to bolster the business with increased
local ad revenue however, set to become an increasingly important pillar of pay-
Asia Pacific Pay-TV Operators Summit 2012 Report Overview | 1
TV economics, and prompting channel businesses in particular to reconfigure their
strategies. “Pay-TV is already a vital product in India, Taiwan and Korea and, to some
extent, in Hong Kong and Singapore,” Couto said. “We believe it will be increasingly
vital in places like Indonesia, the Philippines, Thailand and Vietnam.”
Forecasts from MPA point to US$40-50 bil. revenue from standard subscriptions by 2020,
an impressive growth from about US$15 bil. in 2010. Nonetheless, this figure could
be much higher, Couto suggested, possibly soaring to US$80-90 bil. if Asian growth
strategies align. Likewise, while pay-TV is on track to make up ~30% of the TV advertising
pie by 2020, that proportion could and arguably should be 40%, he added. Growth is
almost a given in Asia’s dynamic consumer economies. While capturing this growth is
important, players also need to think about shoring up the ecosystem with more value
and profitability. “We need everyone to take more risks, have long-term commitments
to markets, to invest more in local content and local ad sales and make the window first
and foremost for pay television,” Couto said. “Then you’ll have a profitable ecosystem.”
“ You can have as many
devices as you like, but
linear content still drives “
pay-TV in Asia
Vivek Couto, Media Partners Asia
REQUEST A COPY
To purchase a copy of the Asia Pacific Pay-TV Operators Summit 2012 Report, please
email lavina@media-partners-asia.com
ABOUT MEDIA PARTNERS ASIA
Media Partners Asia Ltd. (MPA) is a leading independent provider of information services.
MPA offers various audiences and clients with multiple services, including research,
consulting, publishing, online and conferences. The company covers all major media and
telecoms sectors, including: advertising; broadcasting; broadband; cable and satellite TV;
digital TV; filmed entertainment; IPTV; mobile; online; outdoor; pay-TV; and print media.
MPA publications and research reports receive widespread coverage in global media and
are utilized by numerous industry related groups.
For more information about Media Partners Asia, please visit our website:
www.media-partners-asia.com
Asia Pacific Pay-TV Operators Summit 2012 Report Overview | 2TABLE OF CONTENTS
Overview: Competition, Growth And Value 1
Keynote: Andy Kaplan 3
We engage Sony Pictures Television, one of the world’s leading content providers, on the key to profitable pay-TV channels, the
scope for profitable growth in India, and the formula for success with new Asian entertainment brands.
The Fragility Of Growth 4
We evaluate the core drivers behind the region’s future with some of Asia’s most innovative and scalable distribution platforms.
How big are the risks behind the returns and where are the best opportunities to strengthen consumer bonds?
Keynote: Bob Bakish 6
Viacom is making big bets in India and Korea while driving channels, content and merchandise across Asia. Where are the returns
and how much can Asia deliver next to opportunities in Europe and Latin America?
Indonesia: Market Opportunity And Ground Realities 7
Indonesia has become a high-growth melting pot for mobility, free-to-air dominance, spurts of pay-TV, and mobile broadband.
Who will prevail in the future, in this increasingly complex and rich media mosaic?
Keynote: Uday Shankar 9
India: Digital Deliverance 10
TV digitalization in India is a worthy goal but execution and capitalization offer formidable challenges. We debate the critical
aspects with a roster of high-level speakers, sharing the latest updates and detailed insight into the future.
Gatekeepers To Digital Noise 12
HDTV and digital media are changing the dynamics of the entire broadcast ecosystem, offering real value and opportunity but
not without challenges for key stakeholders. We isolate key case studies, winners and losers across the region.
The Power Of Broadband And Multiscreen Entertainment 14
With the broadband customer paramount these days, we explore the economics and dynamics of multi-play broadband pay-TV,
weighing up the value of TV everywhere services and the attractiveness of virtual media and communications platforms, as well
as meeting the core challenges of handling demand with affordable cloud solutions.
Japan In Focus 16
DTV conversion, M&A, new broadcast satellite players and the proliferation of broadband media offer growth, competition,
fragmentation and disruption in equal measure for pay-TV. We isolate the key impact and potential for positive evolution with
major players.
Disruptors And Fire-Starters 18
New entrants shake up the pay-TV sector or fade away. We engage some of the key contenders on their strategies for success.
Creators & Dreamers: The DNA Of TV Brands 20
Compelling content and distinctive brands remain the lifeblood of a vibrant pay-TV industry. Leading content creators and
aggregators discuss shifting challenges and opportunities in an evolving media landscape.
Keynote: Man Jit Singh 22
Sony redefined the India sports TV market with IPL cricket and is now preparing to launch a non-cricket focused sports channel.
We isolate the key dynamics and trends in India’s high-risk sports media sector.
Sports & The Pay-TV Ecosystem: Boom Or Bust 23
The price tag for key sports rights continue to rise across Asia Pacific but the return math does not add up. We isolate key
strategies and trends to move towards profitability for what remains one of pay-TV’s strongest suits.
Broadband Free-For-All: The Curse Of Online Piracy 25
Buoyed by increasing broadband penetration, online piracy is eroding the pay-TV business model. We engage thought leaders on
the key strategies to combat this threat and support the continued growth of Asia’s pay-TV business.
Keynote: Edgar Spielmann 27
Putting The Premium Back Into Pay-TV 28
Over-the-top services, curbs against online piracy and better windows promise improved prospects for premium channels, but
operator marketing, pricing and packaging can also tip the balance in the quest for higher profits and returns.
Value Creation In TV And Broadband Media 30
The industry is looking forward to a new cycle of investment and strategic deals, opening up fresh opportunities as well as
potential consolidation in broadcasting, pay-TV and digital media.
Asia Pacific Pay-TV Operators Summit 2012 Report Overview | 3SPEAKERS LIST
Andy Kaplan, President, Worldwide Networks, Sony Pictures Television
Henry Tan, COO, Astro All Asia Networks
Janice Lee, MD, TV & New Media, PCCW
Iris Wee, VP, Home Solutions & Content, StarHub
Tham Loke Kheng, President, Taiwan Broadband Communications
Sean Cohan, SVP, International, A+E Networks
Bob Bakish, President & CEO, Viacom International Media Networks
Dr. James Riady, CEO, Lippo Group
Rudy Tanoesoedibjo, President, PT MNC Sky Vision
Sugiono Wiyono, CEO, Polaris
Uday Shankar, CEO, Star India
Rahul Johri, SVP & GM, South Asia, Discovery Networks Asia Pacific
Terry Bleakley, Regional VP, Asia Pacific Sales, Intelsat
Ashok Mansukhani, Director, IndusInd Media & President, MSO Alliance
John McCorkindale, VP, NDS Asia Pacific
Harit Nagpal, CEO, Tata Sky
Anil Khera, CEO, Videocon d2h
Mahesh Sundaram, VP, Asia Pacific, Dolby Laboratories
Daniel Thunberg, SVP Sales and Marketing, KIT Digital
Gurjeev Singh Kapoor, COO, Media Pro Enterprise India
Yogesh Radhakrishnan, MD and CEO, Media Networks & Distribution (India) Ltd
Ferdinand Kayser, Chief Commercial Officer, SES
Ricky Ow, SVP & GM, Sony Pictures TV
Yudie Haryanto, VP, Sales, Biznet
Yi-Fong Chang, VP, Chunghwa Telecom
Vish Iyer, Director - Operations, NGN and Video, Cisco Systems (Asia Pacific)
David Price, Head of TV Business Development, Ericsson
Doug Lowther, EVP, Digital TV, Irdeto
Jean-Luc Jezouin, SVP & GM, Asia Pacific & New Markets, Nagra
Goh Seow Eng, Chief, SingTel Digital Home Division
Toru Kato, Director, GM, Media Business Unit, Jupiter Telecommunications
Norio Hayashi, GM, Satellite Media Office (TV & Entertainment Division), Dentsu
Sreedhar Subramaniam, CEO, Asian Broadcasting Network
Bruce Tuchman, President, AMC/Sundance Channel Global
Scott Lorson, CEO, FetchTV
Anuj Gandhi, Group Director, Distribution & New Business Development, Network18
David Goldstein, President Commissioner, NexMedia; COO, Emtek Group
Vikram Chandra, CEO, NDTV
Erika North, VP, Programming, HBO Asia
Joon H. Lee, SVP - Programming, Creative & Channel Operations, Fox International Channels
Ritu Kapur, Head of Programming, History TV18
Man Jit Singh, CEO, Sony Entertainment Network
Lee Choong Khay, VP of Sports Business, Astro
Mike Morrison, VP & GM, ESPN International (Asia Pacific)
Arjan Hoekstra, MD, Eurosport Asia Pacific
Chris Guinness, SVP, Head of IMG Media, Asia Pacific
Géraldine Pamphile, Senior Director, International Media Distribution, NBA Asia
Mark Fischer, EVP & MD (Asia), UFC
Frank Rittman, VP, Regional Policy Officer & Deputy MD, Asia Pacific, Motion Picture Association
Joe Welch, SVP, News Corp Asia
Tim Goodchild, Head, Government and Strategic Affairs, StarHub
Edgar Spielmann, President & CEO, LapTV
Annie Naval, MD, Cignal TV
Ward Platt, CEO, Fox International Channels, Asia Pacific & Middle East
Jonathan Spink, CEO, HBO Asia
Carlo Katigbak, MD, SkyCable
Manu Sawhney, MD, ESPN Star Sports
Robert Gilby, MD, Disney Southeast Asia & Disney Media Distribution Asia Pacific
Graham Hollis, Adviser, Asia Development, Liberty Global Inc.
Hary Tanoesoedibjo, CEO, MNC Group
Adam Chesnoff, President & COO, Saban Capital Group
Soumitra Saha, SVP & MD, Entertainment Networks, Turner Broadcasting Asia Pacific
Asia Pacific Pay-TV Operators Summit 2012 Report Overview | 4You can also read
