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Video Cord-Cutting - Jean Philippe HAAG - Société Générale - Video Cord-Cutting Executive Seminar - DigiWorld Summit 2013
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Video Cord-Cutting - Jean Philippe HAAG - Société Générale - Video Cord-Cutting Executive Seminar - DigiWorld Summit 2013

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  • 1. Jean-Philippe HAAG Senior Industry Advisor Telecoms / Media DigiWorld Summit 2013 Video Cord-Cutting November 20th 2013, Montpellier
  • 2. Europe : Diverse Video landscapes  Fragmented markets  Diverse TV and telecoms markets • Cable / Telecoms / Satellite, Pay TV / Free TV SG estimates  Digital Video still in infancy • Development : 31 M Netflix subscribers in the USA, 5 M in Europe • Market structure : 75 VOD (would be) providers in France Idate 2013 – Video Cord Cutting Nov. 20th, 2013 | P.2
  • 3. Cable cord-cutting  Not new : e.g. Netherlands, Sweden.  Essentially Basic TV cord-cutting. Pay TV still growing so far  Little impact yet. What matters currently is Cable vs. Telecoms competition  Broadband and Telephony contribute more to revenues and free cash flow than TV UPC Western Europe  Possible mitigations for Cable / Telecom operators : Co-marketing of OTT offers, QoS / CDN, Broadband volume tiers… Idate 2013 – Video Cord Cutting Nov. 20th, 2013 | P.3
  • 4. OTT : No silver bullet + Reach ? Streaming / CDN costs : material = Content costs = Marketing / subscribers acquisition costs + RD costs – unlike traditionnal Media, digital Media are RD intensive  Low price  Low Costs  Need for operations excellence Idate 2013 – Video Cord Cutting Nov. 20th, 2013 | P.4

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