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Pay TV subscriptions in Brazil down 162,000 in 1Q 2016

(TV paga atinge 18,95 milhões de assinantes em março de 2016)

Friday, May 20th, 2016 

According to Brazil’s Agência Nacional de Telecomunicações (Anatel), the country’s pay TV subscriber base ended March 2016 at 18.95 million, with 162 thousand subscribers being lost in the quarter to leave the total 813 thousand down on one year before.

In the quarter, satellite lost 209 thousand subscribers, to finish with 1.1 million fewer than at the end of March 2015. This was somewhat compensated by growth in cable which added 228 thousand subscribers and FTTH which added 68 thousand subscribers over the year.

Pay TV subscribers by technology

           1Q 2015     2Q 2015     3Q 2015     4Q 2015     1Q 2016
        ----------  ----------  ----------  ----------  ----------
DTH     12,009,855  11,802,679  11,588,145  11,113,160  10,904,369
Cable    7,629,671   7,698,786   7,760,025   7,817,218   7,857,207
FTTH       111,202     129,635     153,320     170,763     179,049
MMDS        11,291      11,034      10,854       9,479       8,814
Others       3,253       3,253       3,253       3,253       2,917
        ----------  ----------  ----------  ----------  ----------
Total   19,765,272  19,645,387  19,515,597  19,113,873  18,952,356

Pay TV subscribers by operator

Company                           1Q 2015     2Q 2015     3Q 2015     4Q 2015     1Q 2016
-----------------------------  ----------  ----------  ----------  ----------  ----------
Telecom Americas               10,266,150  10,158,522  10,133,097   9,897,528   9,849,554
SKY/AT&T                        5,684,252   5,654,592   5,537,956   5,443,885   5,342,404
Telefônica                      1,719,494   1,795,688   1,836,994   1,780,539   1,780,140
Oi                              1,232,185   1,183,966   1,170,538   1,168,667   1,180,531
Blue                              159,743     159,146     156,307     152,328     144,607
NossaTV                           129,522     128,755     130,443     129,770     128,764
Algar (CTBC Telecom)              117,760     113,218     108,721     106,572     103,749
Cabo                               48,378      48,972      50,321      49,627      50,494
Prefeitura de Londrina/Copel        2,785       2,631           -           -           -
Others                            405,003     399,897     391,220     384,957     372,113
-----------------------------  ----------  ----------  ----------  ----------  ----------
TOTAL                          19,765,272  19,645,387  19,515,597  19,113,873  18,952,356

Brazil adds 513,000 pay TV subscribers in 2Q 2014

According to Brazil’s Agência Nacional de Telecomunicações (Anatel), the country’s pay TV subscriber base ended June 2014 at 18.97 million, with 513 thousand new subscribers being added in the quarter and 2 million over the preceding 12 months.

In the quarter, satellite made the most progress, adding 325 thousand subscribers.

Anatel has now begun to include data on pay-TV subscriptions via Fibre to the Home (FTTH).

Pay TV subscribers by technology

                                                  2013
        ----------------------------------------------
                1Q          2Q          3Q          4Q
        ----------  ----------  ----------  ----------
DTH     10,367,271  10,501,430  10,837,878  11,127,861
Cable    6,337,134   6,438,784   6,738,530   6,868,694
MMDS       101,289      33,758      15,907      19,747
Others       3,580          66       3,541       3,375
        ----------  ----------  ----------  ----------
Total   16,809,274  16,974,038  17,595,856  18,019,677
 Adds      620,317     164,764     621,818     423,821

                          2014             Change               Change
        ----------------------            2Q 2014              2Q 2014
                1Q          2Q         v, 1Q 2014           v, 2Q 2013
        ----------  ----------  -----------------  -------------------
DTH     11,406,577  11,731,297  324,720    (2.8%)  1,229,867   (11.7%)
Cable    6,981,876   7,159,588  177,712    (2.5%)    720,804   (11.2%)
MMDS        15,298      12,799   -2,499  (-16.3%)    -20,959  (-62.1%)
Others       3,679       3,389     -290   (-7.9%)      3,323 (5034.8%)
FTTH        47,927      61,491   13,564   (28.3%)          -         -
        ----------  ----------  -----------------  -------------------
Total   18,455,357  18,968,564  513,207    (2.8%)  1,933,035* (11.4%)*
 Adds     387,753*     513,207

Pay TV subscribers by operator

Company                        1Q 2014*     2Q 2014
---------------------------  ----------  ----------
Telmex (Claro/Embratel/NET)   9,875,385  10,105,578
Sky/DIRECTV                   5,480,346   5,616,713
Oi                              828,276     886,554
Vivendi (GVT)                   752,965     799,311
Telefônica                      596,832     687,810
Big Brasil (Viacabo)            159,737     159,195
Algar (CTBC Telecom)            135,146     133,282
NossaTV                         108,422     113,748
Cabo Serviços                    48,186      49,316
Prefeitura de Londrina/Copel     12,407           -
Others                          409,728     417,057
---------------------------  ----------  ----------
TOTAL                        18,407,430  18,968,564

* Excluding FTTH

Brazil adds 432,000 pay TV subscribers in 3Q 2013

According to Brazil’s Agência Nacional de Telecomunicações (Anatel), the country’s pay TV subscriber base ended September 2013 at 17.4 million, with more than 2 million new subscribers being added over the preceding 12 months – an annual growth rate of 13%. Satellite accounted for 1.68 million of the net additions.

In the third quarter, 432 thousand new subscribers were added, with satellite adding 336 thousand. In the equivalent quarter of 2012, Brazil added 864 thousand subscribers to its total.

Pay TV subscribers by technology:

                          2012                                2013      Change      Change  
        ----------------------  ----------------------------------     3Q 2013     3Q 2013
                3Q          4Q          1Q          2Q          3Q  v, 2Q 2013  v, 3Q 2012
        ----------  ----------  ----------  ----------  ----------  ----------  ----------
MMDS       163,895     142,113     101,289      33,758      15,907     -17,851    -147,988
Cable    6,074,535   6,199,159   6,337,134   6,438,784   6,549,439     110,655     474,904
DTH      9,157,412   9,844,090  10,367,271  10,501,430  10,837,878     336,448   1,680,466
Others       3,593       3,595       3,580          66       3,541       3,475         -52
        ----------  ----------  ----------  ----------  ----------  ----------  ----------
Total   15,399,435  16,188,957  16,974,038  16,960,993  17,406,765     432,727   2,007,330

Pay TV subscribers by operator (end-September 2013):

Company        Subscribers    Share
-------------  -----------  -------
Net/Embratel     9,227,154   53.01%
Sky/DIRECTV      5,255,154   30.19%
Oi                 911,566    5.24%
GVT                586,862    3.37%
Telefônica         552,785    3.18%
Viacabo            157,215    0.90%
Algar              128,177    0.74%
NossaTV             97,894    0.56%
TV Cidade           65,773    0.38%
Jangadeiro          54,732    0.31%
Cabo Serviços       49,006    0.28%
Others             320,447    1.84%
-------------  -----------  -------
TOTAL           17,406,765  100.00%

GVT and EchoStar plan pay TV joint venture in Brazil

ENGLEWOOD, Colo. — Vivendi and EchoStar Corp. (NASDAQ: SATS) announced today that EchoStar Technologies LLC and Vivendi subsidiary GVT have entered into negotiations to form a joint venture for pay TV services in Brazil.

GVT and EchoStar aim to position their future joint venture as a leader in the fast growing Brazilian pay TV market which would also benefit from the expected higher demand driven by two key global events to be held in the country: FIFA World Cup in 2014 and Olympic Games in 2016.

The joint venture would be headquartered in Brazil, managed by GVT, and would benefit from GVT´s strong market position and state-of-the-art IP network combined with EchoStar´s expertise in satellite and video technology and its Brazilian licenses. The objective is to offer a national service based on IPTV and a unique high power satellite to provide leading edge features, quality and reliability to consumers.

The deal is subject to execution of definitive agreements and all corporate and governmental approvals.

TV CAMs for Pay-TV would reach Brazil in 2014

The Swiss company SmarDTV, that belongs to the Kudelski Group, is in negotiations with two big Pay-TV operators of Latin America that would agree to launch in 2014 in Brazil the model of Pay-TV through Conditional Access Modules (CAMs) in TVs, replacing STBs. For that, SmarDTV is negotiating with two different TV manufacturers with which it is already working in Europe and would have given a green light to the project to take advantage of the sales during the Soccer World Cup.

The CAM model is difficult to implement in latin America given that it is necessary to convince television manufacturers to add this module to devices, which would make the cost slightly higher. Nevertheless, this system would benefit operators that could strongly reduced the CAPEX because they would eliminate the investment in STBs and could connect the digital service directly to TV through CAM.

SmarDTV has peeked the interest of some TV manufactures about the convenience of taking advent of the massive interest there will be in Brazil in 2014 to acquire new HD TVs for the Soccer World Cup of 2014. They will only have to manufacture in that country the same models that are already being marketed in Europe, where there already are 250 million installed equipment.

In turn, SmarDTV also has a good relationship with operators in Latin America because its a “sister” company to Nagra (both belong to the Kudelski Group). The negotiations are moving forward with big cable operator and a Latin American DTH operator. In Brazil Nagra has as clients the MSO Net (América Móvil) and Telefónica, although there is no concrete information of these being the ones that will drive forward TVs with CAM in the first stage.

In the European model, retailers sell different televisions prepared to receive the service from different Pay-TV operators, generally with promotions related to subscriptions.

The two Brazilian operators are choosing different TV manufacturers each, and will implement different models: one that will promotor TV with CAM with a special offer in electronics stores and retailers, and the other plans to purchase TVs and offer them as part of the package to new subscribers, as it is done with STBs and with cell phone in the wireless market.

There are three big CAM providers in the world: SmarDTV (Switzerland), Neotion (France) and SMiT (China), the three members of the Forum CI Plus which is responsible of standardizing CAMs. The new generation of CAMs CI+ allow access to premium Pay-TV content through broadcast and even broadband IP.