Optimising the operator TV opportunity: case studies and analysis

This report explores the impact that the changing cost of content has had on telecoms operators’ pay-TV and video strategies. It identifies three types of approach that operators can take towards TV and video, with case studies for each. The report also outlines the conditions that are necessary for operators that take each approach to succeed.

This report answers the following questions.

• Can operators generate significant connectivity revenue without TV/video?
• How are changes in the value of content changing operators’ strategies for TV and sports rights?
• How do the strategies vary with the size of the operator involved?
• Will super aggregation become the only successful approach to operator TV?
• Are there best-practice examples of how operators have revised their strategies in light of the changing dynamics?

The following companies are included as case studies.

• AT&T
• BT
• Nordic Entertainment Group (NENT)/Viaplay
• Salt
• Telekom Deutschland (Deutsche Telekom Group)
• Telecom Italia (TIM)
• T-Mobile Poland (Deutsche Telekom Group)
• Vodafone España