SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER Follow us - - PowerPoint PPT Presentation

14th, 15th & 16th May 2019

African Pride Arabella Hotel & Spa Cape Town - 4th Edition

Organised by Follow us @dataxisintel #nextvceoafrica

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

HOW HOW CAN CAN MUS MUSIC IC ST STREA REAMI MING NG PLAT PLATFORMS FORMS SUCCE SUCCESS SSFUL FULLY LY ENT ENTER ER THE THE AFRICAN AFRICAN MARKE MARKET? T?

Krestin HARRINGTON

Broa Broadcast st Journali list st DEU DEUTS TSCHE CHE WELL WELLE

MODERATOR

#nextvceoafrica TENCENT TENCENT AFRICA FRICA/ JO JOOX OX MUSI USIC

Kat Kathr hryn SHARFMAN yn SHARFMAN

Head of Marketing

RBELL ELLIO ION N LTD LTD

Ju Judith dith M MASS ASSIA IA

Founder and CEO

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

EVOLUTION EVOLUTION OF OF MOBILE MOBILE BROAD BROADBAND ND SP SPLIT LIT GENE GENERAT RATION ON Million subscribers

256 278 297 317 338 358 63 93 126 162 198 235 100 200 300 400 500 600 700 2018 2019 2020 2021 2022 2023 Million

3G subscribers 4G subscribers

FINANCING FINANCING AFRICAN AFRICAN CONTE CONTENT NT

Duncan IRVINE Duncan IRVINE

Founder r & & CEO

RAPID PID BLU LUE

Lara U Lara UTIAN AN-PRE RESTON

Journa rnalist

SCRE CREEN AFRI AFRICA CA MODERATOR

SWITCH SWITCH TV TV

Tamim Tamima IBRA IBRAHIM HIM

He Head of f Con Conte tent

#nextvceoafrica

Nisha L Nisha LIG IGON ON

Co Founder r & & CEO

UBONGO UBONGO

ONE ONE-TO TO-ON ONE SE E SESS SSIO ION: N: : YOUTUBE Dayo OLOPADE

He Head ad of Strateg

• f Strategic

ic Partn Partnership ership Africa frica

YO YOUTUB UTUBE

#nextvceoafrica Priscilla TIRVENGADUM

Head of

• f Ev

Events

DAT DATAXI AXIS MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

52% 52% 48% 48%

MOBIL MOBILE E BROA BROADBAN AND ACCESS ACCESS EVOL EVOLUTION UTION

31% 31% 69% 69% < 3G or no access 3G/4G

2018 2023 FORECAST

EVOL EVOLUTION UTION OF OF ES ESPORTS PORTS IN IN AF AFRICA: RICA: The next major sport league Brad Brad KIRB KIRBY

Head of Esport

KWE KWESÉ TV

GINX ES GINX ESPORTS PORTS AFR AFRICA ICA Julia Julia ROBSON ROBSON

Correspondent & Community Manager Africa Kres restin tin HARRI ARRINGTON

Broa Broadcast st Journali list st

DE DEUTSCH CHE WE WELLE LLE MODERATOR

#nextvceoafrica

A A GAME GAME CHANGER CHANGER : : FTTH b FTTH boo

• om i

m in n South South Afri Africa ca

FT FTTX COUN TX COUNCIL CIL AFR AFRICA ICA Mike S Mike SIL ILBER BER

Bo Board M Memb mber

#nextvceoafrica

Br Bradley adley HEMPHI HEMPHILL LL

Digit Digital l In Infr frast structure St Strategis ist

LIGHT LIGHTST STRUC RUCK DARK K FIBR FIBRE AF E AFRICA ICA Vino GO Vino GOVENDE VENDER

Exe Executiv ive: : St Strategy, y, Mergers s & & Ac Acquis isit ition ions, s, and In Innovati vation

Toyin OYEKANMI

Head of

• f Sou

South Afr Africa ican Burea Bureau AF AFRIC RICAN AN LEADERSH EADERSHIP IP MAGAZIN AGAZINE

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

TOT TOTAL AL WIRE WIRED D BROAD BROADBAND ND EVOLUTION EVOLUTION SOUT SOUTH H AFRICA AFRICA Million subscribers

8.8 8.8 M 1 M 1 M

0.9 1.2 2.1 3.89 8.8

1 2 3 4 5 6 7 8 9 10

Q42014 Q42015 Q42016 Q42017 Q42018

Million

xDSL subscribers Fttx internet subscribers

14th, 15th & 16th May 2019

African Pride Arabella Hotel & Spa Cape Town - 4th Edition

Organised by

SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER

Follow us @dataxisintel #nextvceoafrica

Welcome to Nextv CEO Africa 2019 – Day 2

INDUSTRY OVERVIEW Sa Eva NEBIE

Sen Senior A ior Ana naly lyst st Follow us @dataxisintel #nextvceoafrica

50 100 150 200 250

HOUSEHOLDS TV HOUSEHOLDS PAY TV HOUSEHOLDS

Million

TV HOUSEHOLDS STRUCTURE

HOUSE HOUSEHOLDS HOLDS

2018 2018

TV PE TV PENET NETRA RATI TION ON

Larges Largest countries countries in in terms terms of

• f hous

households eholds - 2018 2018

10 20 30 40 50 60

Million

Households TOTAL TV HH

215 215 102 102 30 30

www.dataxis.com

Source:

DELAYED TRANSITION TO DIGITAL TELEVISION

DIGIT DIGITAL SWIT AL SWITCHOV CHOVER ER

Number of households

5 10 15 20 25 30 35 40 45 2018 2019 2020 2021 2022 2023 Million

Terrestrial FTA Analogue Terrestrial FTA Digital Terrestrial PTV Digital 13 mn 13 mn 11 mn 11 mn 39 mn 39 mn completed

• ngoing

not started

DSO STA SO STATUS TUS BY COU OUNTR NTRY

Digital migration stage - 2018

www.dataxis.com

Source:

30 MILLION PAY TV SUBSCRIBERS

5 10 15 20 25

2017 2018

Million

PAY TV M PAY TV MAR ARKET KET BY BY TE TECHNOLOG CHNOLOGY

Number of subscribers

PAY TV M PAY TV MAR ARKET KET BY BY COU COUNTRY NTRY

2018 – revenues in US Dollars

www.dataxis.com

Source:

Direct Basic Cable TV DTH DTT IPTV MMDS TV Digital OTT Pay TV

1 000 2 000 3 000 4 000 5 000 6 000 5 10 15 20 25 30 35 Million Million

Subscribers Revenues

1 2 3 4 5 6

2017 2018

Billion

DTH DTT IPTV Cable TV OTT PTV

A $4.8 BILLION MARKET

PAY T PAY TV REVE V REVENUE NUES S BY TE BY TECHNOLO CHNOLOGY GY

US Dollars

5 10 15 20

DTH ARPU IPTV ARPU MMDS ARPU OTT TV ARPU DTT ARPU Cable TV ARPU

2017 2018

PAY T PAY TV ARPU V ARPU BY TE BY TECHNOLO CHNOLOGY GY

US Dollars

4.8 4.8 4.4 4.4 +9%

www.dataxis.com

Source:

HIGHLY CONCENTRATED MARKET

Naspers StarTimes Canal+ Zap Bakhresa Strong Others

MA MARKET S RKET SHAR HARE S E SUBSCR UBSCRIBERS IBERS 2018

Naspers Canal+ Zap StarTimes Others

MA MARKET S RKET SHAR HARE REVENUE E REVENUES 2018

www.dataxis.com

Source:

FIXED AND MOBILE CONNECTIVITY BOOM

FIXED BR FIXED BROAD OADBA BAND ND EVOLUTI EVOLUTION ON

Number of subscribers

2 4 6 8 10 12 14 16

Q42014 Q42015 Q42016 Q42017 Q42018

Million

MO MOBILE BROA BILE BROADB DBAND AND EVOLUTI EVOLUTION ON

Number of subscribers

131 177 218 255 304

50 100 150 200 250 300 350

2014 2015 2016 2017 2018

Million

www.dataxis.com

Source:

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

BEGINNING OF OTT CONTENT DISTRIBUTION

Showmax Netflix Iroko Others

SVOD A SVOD AND ND PAY STREAM PAY STREAMING S ING SERVICES ERVICES

% Market share by operator ▪ DATA AFFORDABILITY AND AVAILABILITY ▪ PAYMENT METHODS ▪ QUALITY CONTENT ▪ LONG TERM FUNDING

OTT OTT EXPANSI EXPANSION KEY ISS ON KEY ISSUES UES

▪ DISTRIBUTION ▪ PIRACY

www.dataxis.com

Source:

CONCLUSION - FORECASTS

50 100 150 200 250 300 350

2018 2019 2020 2021 2022 2023

Million

FTA HOUSEHOLDS PAY TV HOUSEHOLDS HOUSEHOLDS STREAMING SERVICES

DTH Terrestrial TV

TV FORECA TV FORECAST STS

Number of households

TE TECHNOLOG CHNOLOGY SPLI Y SPLIT T FORECA FORECAST ST

FTA AND PAY TV - 2023

www.dataxis.com

Source:

OVERV OVERVIEW EW OF OF THE THE TV TV AND AND BROAD BROADCASTIN ASTING G IN IN AFRICA AFRICA: Ro Roadma map for th for the co coming ming yea years rs

Thibaud Thibaud DE E ROHA OHAN-CHAB ABOT OT

Busine siness ss Deve velopme ment t Direc rector tor

BROAD OADPE PEAK MUL ULTI TI TV TV San Santok tokh SIN SINGH GH

Man Managing Direc rector tor

VIU IU AFRICA FRICA Ryan yan SOL SOLOVEI OVEI

Countr try y Man Manager

EUTEL EUTELSA SAT Christoph hristoph LI LIMMER ER

Senior r Vice Pres resident, t, Global Busine siness ss Deve velopme ment t Video

Milton Nkosi

Correspondent BB BBC C WO WORL RLD N D NEWS EWS

MODERATOR

#nextvceoafrica

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

20 000 40 000 60 000 80 000 100 000 120 000 140 000

2018 2019 2020 2021 2022 2023

Thousand

OTT IPTV Cable Terrestrial DTH

OVERV OVERVIEW EW OF OF THE THE TV TV AND AND BROAD BROADCASTIN ASTING G IN IN AFRICA AFRICA: Ro Roadma map for th for the co coming ming yea years rs EVOLUTION EVOLUTION OF OF TV TE TV TECHNOL CHNOLOGY OGY SP SPLIT LIT

FTA and PTV, in thousands HH/subscribers

0.8% 0.8% 48.3% 48.3% 1.4% 1.4% 49.0% 49.0% 0.5% 0.5%

TV TV TE TECHNOL CHNOLOGY OGY SP SPLIT LIT

in 2023

ONE-TO-ONE SESSION: KWES KWESÉ É IFL IFLIX IX May Mayur ur PAT PATEL EL

CEO EO

KWES KWESÉ É IFL IFLIX IX

#nextvceoafrica

Rhys Torrington

CEO 2G 2GWAN WANA A MEDI DIA MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

EVOLUTION EVOLUTION OF OF MOBILE MOBILE BROAD BROADBAND ND SP SPLIT LIT GENE GENERAT RATION ON Million subscribers

256 278 297 317 338 358 63 93 126 162 198 235 100 200 300 400 500 600 700 2018 2019 2020 2021 2022 2023 Million 3G subscribers 4G subscribers

ONE-TO-ONE SESSION: SES SES Cli Clint nt BRO BROWN WN

Vice ice Presiden President t - Sales Sales & & Mark arket et Develop evelopmen ment t SES V SES Video ideo, , Africa frica

SES SES

#nextvceoafrica Priscilla TIRVENGADUM

Head of Events DAT DATAXI AXIS MODERATOR

ONE-TO-ONE SESSION: BBC BBC Mi Milton lton NK NKOSI OSI

Corre

• rrespon

sponde dent nt

BB BBC C WOR WORLD LD NEWS NEWS

#nextvceoafrica Jo Joel C el CHU HURCHE HER

VP & General Manager Africa MODERATOR

BBC BBC Studios Studios

ONE-TO-ONE SESSION: INTE INTELS LSAT AT Christell Christell MEYE MEYER

Sen Senior Key ior Key Acc ccou

• unt

nt Directo irector

INTE INTELS LSAT AT

#nextvceoafrica #nextvceoafrica Priscilla TIRVENGADUM

Head of Events DAT DATAXI AXIS MODERATOR

CHANGIN CHANGING G ME MEDIA DIA LANDSCAPE LANDSCAPE : Private : Private TV TV on

• n the

the ri rise se ! !

Andr Andrew ew HANLON HANLON

Chief f Executi tive ve & & MD MD

TV TVC COM OMMUN UNICA ICATIO TION N NI NIGERIA GERIA KANA KANA TV TV - ETHI ETHIOPI OPIA

Elias SCHULZE Elias SCHULZE

Executi tive ve Chairman rman & & Co- ounder

• under

#nextvceoafrica

Hamid OUDD Hamid OUDDANE ANE

CE CEO

BABELEYE ELEYE

Guiding Your Audiences

HAB HABESHA ESHA VIEW IEW TV TV

Mi Michael MA chael MACKONEN CKONEN

Man Managing Direc rector tor

Krest stin in HAR ARRING RINGTO TON

Br Broadcast t Journ rnalist DEUTSCHE WE WELLE

MODERATOR

TE TELEVIS LEVISION ION ADVE ADVERTISIN RTISING G IN IN AFRICA AFRICA : : Looking ing at th t the ne needs s of f th the bu buye yers rs

MO MONDELEZ NDELEZ INT INTERNATIONAL ERNATIONAL Langa Langa KHAN KHANYILE YILE

Ch Chocolat late E Equit ity y Lead Midd iddle le East East & Afr & Africa ica

HAV HAVAS AS WORLD WORLDWIDE WIDE SOUT SOUTH H AFR AFRICA ICA Lynn M Lynn MAD ADELE ELEY

Ch Chief E ief Executiv ive O Office fficer

BLU FLA BLU FLAMINGO MINGO DIGIT DIGITAL AL Seanice Seanice LOJEDE LOJEDE

Group CE CEO & Co & Co-Founder Founder

My Myke ke MWA MWAI

Co Content Marketing ing and Bran Brand De Develop velopme ment

ST STAR ARTI TIMES MES AFR AFRICA ICA

#nextvceoafrica Toyin OYEKANMI

Head of South African Bureau

AF AFRIC RICAN AN LEADERSH EADERSHIP IP MAGAZIN AGAZINE

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

705 749 723 694 757 843

100 200 300 400 500 600 700 800 900

2013 2014 2015 2016 2017 2018

Million

FTA R TA REVENUES EVENUES HISTORY HISTORY in million USD

Antó António nio NUN NUNES ES

Man anag aging ing Directo irector

ANG ANGOLA OLA CAB CABLE LES

#nextvceoafrica

Sa E a Eva N a NÉBI BIÉ

Senior Analyst DATAXIS DATAXIS

MODERATOR

ONE-TO-ONE SESSION: AN ANGO GOLA LA CA CABLES BLES

ONE-TO-ONE SESSION: TE TELONE LONE Chipo Chipo MTAS MTASA

Man anag aging ing Directo irector

TE TELONE LONE

#nextvceoafrica Rhys Torrington

CEO CEO 2GWANA WANA MEDIA EDIA

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

2 000 4 000 6 000 8 000 10 000 12 000 14 000 16 000

Total population 3G subscribers 4G subscribers

Thousands

500 1 000 1 500 2 000 2 500 3 000 3 500 4 000

Total number of households Households with access to electricity Households with a wireline internet subscription

Thousands

OVER OVERVIEW IEW OF OF HO HOUSEHO USEHOLDS LDS EQUI EQUIPM PMENT ENT in 2018 OVER OVERVIEW IEW OF OF MOBILE OBILE BROADB OADBAND ACCESS ESS in 2018

ONE-TO-ONE SESSION: TEL TELONE

BROAD BROADCASTER ASTER BUILDING BUILDING A A DIGITAL DIGITAL ST STRAT RATEGY EGY FOR FOR YOUTUBE YOUTUBE

YOU OUTUBE TUBE

Addy Addy Aw Awofisayo

• fisayo

YouTube Conten tent t Part rtnersh rships, s, Sub Saharan ran Afr frica

#nextvceoafrica

Sa E a Eva N a NÉBI BIÉ

Senior r Analys yst

DA DATAXI TAXIS MODERATOR

14th, 15th & 16th May 2019

African Pride Arabella Hotel & Spa Cape Town - 4th Edition

Organised by Follow us #nextvceoafrica

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

ONE-TO-ONE SESSION: ST STARTIMES ARTIMES Jo John hn Yan Yan QI QIONG ONG

CEO EO

ST STARTIMES ARTIMES SOUTH SOUTH AFRIC AFRICA

#nextvceoafrica #nextvceoafrica Priscilla TIRVENGADUM

Head of Events DAT DATAXI AXIS MODERATOR

BUILDING BUILDING A A FTA DTH FTA DTH POS POSITION ITION

Clint Clint BR BROWN OWN

Vice Pres resident t – Sales & s & Mark Market t Deve velopme ment t SES Video, Afr frica

SES SES DISCOV ISCOVER ERY

Amanda TURNB Amanda TURNBULL ULL

Vice Pres resident t and General ral Man Manager r Mi Middle East st & & Afr frica

Ziyanda Ziyanda MN MNGOM GOMEZ EZULU ULU

Ge Genera ral Ma Manager r -Grou Group Con Conte tent t Servic rvices

E. E.TV TV #nextvceoafrica

Sa Santokh ntokh SI SINGH NGH

Man Managing Direc rector tor

MUL ULTI TI TV TV GH GHANA NA Rhys Torrington

CEO

2GWANA WANA MEDIA EDIA

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019 19 19 22 22 24 24 26 26 29 29 32 32 19 19 20 20 22 22 23 23 24 24 26 26

10 20 30 40 50 60 70

2018 2019 2020 2021 2022 2023

Million

FTA households PTV subscribers

EVOL EVOLUTION UTION OF OF THE SATELL THE SATELLITE ITE TV TV MARKET MARKET

ONE-TO-ONE SESSION: DEUT DEUTSCHE SCHE WEL WELLE LE Claus Claus ST STÄCK ÄCKER ER

He Head ad of Prog

• f Programming

ramming fo for r Africa frica

DEUTSCHE DEUTSCHE WEL WELLE LE

#nextvceoafrica Marie BEYER

Research Analyst DAT DATAXI AXIS MODERATOR

FOCU FOCUS S SOUTH SOUTH AFRIC AFRICA: A: Pu Public blic an and private d private B Broa roadc dcaste asters rs – ke key i y issu ssues? es?

#nextvceoafrica Rhys Torrington

CEO

2GWANA WANA MEDIA EDIA

MODERATOR

SABC SABC Renee Renee WI WILLI LLIAMS AMS

Exe Executiv ive: : St Strategy, y, Mergers s & & Ac Acquis isit ition ions, s, and In Innovati vation

E.T E.TV Zi Ziyanda yanda MNGOMEZ MNGOMEZULU ULU

General l Manager Group Con Content Ser Servi vices s

Fikile Fikile HLONGWA HLONGWANE NE

Sen Senior ior M Manager ICT ICT Lice icensi sing Ser Servi vices

ICASA ICASA

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

57 57,7 ,7 16 16,6 ,6 13,8 ,8 62,1 ,1 18 18,1 ,1 15 15,8 ,8

10 20 30 40 50 60 70 Population Number of households TV households 2023 2023 2018 2018

DEMO DEMOGR GRAPHI APHICS CS OF S OF SOU OUTH A TH AFRICA FRICA: :

www.dataxis.com Source: #nextvceoafrica

14th, 15th & 16th May 2019

AFRICAN AFRICAN PUBLIC PUBLIC BROADC BROADCAST STERS: RS: how to enter the digital world?

Nirvana Nirvana SI SINGH NGH

Man Manager: r: Ind Industry D stry Deve velopme ment

SABC ABC TV V CO CONTENT KEN ENYA YA BR BROAD ADCA CAST STING ING CORPO CORPORA RATIO TION

Char Charles les MU MUNGAI NGAI

Chief f Digital tal strate strategist st

Patr Patrick MA ick MAVHUR VHURA

Chief f Executi tive ve Off fficer

ZIM ZIMBA BABWE BWE BR BROAD ADCA CAST STING ING CORPO CORPORA RATIO TION

#nextvceoafrica Rhys Torrington

CEO

2GWANA WANA MEDIA EDIA

MODERATOR

Sahif Sahifoulaye

• ulaye KONE

KONE

Digital tal Direc rector tor

RA RADIODI DIODIFFUSIO SION T TELEVISION ELEVISION IVOIR IVOIRIEN IENNE

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

705 749 723 694 757 843

100 200 300 400 500 600 700 800 900

2013 2014 2015 2016 2017 2018

Million

FT FTA A reve revenu nues es history history

in million USD

705 749 723 694 757 843 258 255 235 229 244 270

200 400 600 800 1000 1200

2013 2014 2015 2016 2017 2018

Million

TV Public funding

MOBILE MOBILE OPE OPERAT RATOR ORS S GOING GOING OTT OTT TV TV & & VIDE VIDEO O

Stephen WATSON Stephen WATSON

Founder r & & Man Managing Direc rector tor

DE DEOD VO VODAFO DAFONE GHAN ANA

Jojo Jojo Char Chartei tei QUAN QUANSAH SAH

Data ta & & VAS Man Manager

Geir Geir BJOR BJORNDA NDAL L

VP Inte Interna rnati tional Str trateg tegy

VE VERI RIMAT ATRI RIX

#nextvceoafrica

Benjamin OKOR Benjamin OKOROAFOR OAFOR

CEO

PIPUL T L TV

Mi Mirian rian DA DA SI SILVA LVA

Broa roadcast st Man Manager r

LI LIQUID D TELE LECO COM Lara U Lara UTIAN AN-PRE RESTON

Journa rnalist

SCRE CREEN AFRI AFRICA CA MODERATOR

ONE-TO-ONE SESSION: FACEBOOK FACEBOOK Jo Joce celyne lyne Muh Muhutu utu-Remy Remy

Strateg Strategic ic Med edia Partne ia Partnership Ma rship Mana nage ger r Sub Sub-Sah Sahara aran n Africa frica

FACEBO FACEBOOK OK

#nextvceoafrica Mil ilton ton Nk Nkosi

• si

Correspondent MODERATOR

BBC BBC Wor World ld News News