Can telcos compete in the new TV market?

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Providing TV and video content can still be a profitable business, but only if telcos play to their strengths by focusing on aggregation, distribution and recommendations.


Format: PDF filePages: 45 pagesAuthor: David PringlePublication Date: February 2024

Table of Contents

  • Executive Summary
    • Recommendations
    • Next steps
  • Introduction
  • The new TV market
    • FAST opportunities for telcos
  • Diverging fortunes in Germany
    • Summary
    • A tug of war
    • To bundle or not to bundle?
    • Getting the right global and local content
    • BT – a cautionary tale for Deutsche Telekom?
  • A turnaround for Telefónica in Spain?
    • Summary
    • Pressing the reset button
    • Building a digital supermarket
  • Reliance Jio aggregates content in India
    • Summary
    • Aggregating local and global content
    • Securing global content
    • Covering the tastes of 1.4 billion people
    • Can advertising become compelling?
  • South Korean telcos point the way
    • Summary
    • Growing pay-TV businesses
    • KT claims greater engagement
    • More segmentation and personalisation
    • Co-opetition with major internet players
  • Conclusions and recommendations
    • The pursuit of selection and choice
    • The creation of a compelling viewer experience
    • On-net versus off-net?
  • Index

Table of Figures

  • Figure 1: Telcos are well placed to compete in content distribution
  • Figure 2: A smart connected television is a versatile piece of equipment
  • Figure 3: The different channels, formats and content in the new TV market
  • Figure 4: Hair products inserted into a YouTube video about renting properties
  • Figure 5: Vodafone and Deutsche Telekom are heading in different directions
  • Figure 6: How Vodafone’s TV off-net tariffs compare with MagentaTV
  • Figure 7: MagentaTV claims to provide content not found elsewhere
  • Figure 8: Popular video services in Germany
  • Figure 9: Telefónica’s pay-TV business has been in decline
  • Figure 10: Telefónica’s television service is part of a digital supermarket
  • Figure 11: JioTV mostly majors on Indian content
  • Figure 12: The reality TV show Bigg Boss is a big hit for JioCinema
  • Figure 13: SK Telecom’s pay-TV business has maintained consistent growth


Technologies and industry terms referenced include: AI, AVoD, FAST, Generative AI, IPTV, joint venture, pay-TV, set-top box, SVoD, traditional TV, video-on-demand