Broadcasting And Mobile Towers - Analysys Mason

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Trends and challenges • Impact on investment caseDTT spectrum can be awarded at different levelscreating different business modelsUK – Distribution of multiplexesand transmissionMUX 1 MUX 2 MUX A MUX B MUX C MUX DFrance – Distribution of multiplexesand transmission72MUX 1 MUX 2 MUX 3 MUX 4 MUX 5 MUX 6TV channelsBBC1,BBC2,CBBC,BBC3,BBC News,BBC RedButtonITV1, ITV1+1, ITV2,Channel 4,Channel4+1, More4,E4,Channel 5,RabbitITV3, QVC, bidtv, ITV2+1, E4,5*, 5 USA,Quest,Challenge,CITV, TeletextHols, 1-2-1DatingBBC4,CBeebies,BBCParliamentPick TV,Dave, Daveja vu, E4+1,The BigDeal,Create andCraft, Pricedrop,GemsTV, PickTV+1, FoodNetworkYesterday,Film4,4Music, Viva,Ideal World,ITV4, Rocks& Co, RussiaToday, AlJazeeraEnglish, SkyTextTV Channels(licenceholder)France 2France 3France ÔFrance 5LCP/Public SénatLocal TVFrance 4 Canal +I-Télé Canal+ HDBFM TV Canal +Direct 8 CinemaDirect Star Canal +Gulli SportTPS StarPlanète+CFootM6W9ParisPremièreNT1Arte HDTF1 HD TF1France 2 HD ArteM6 HD TMCTF6LC1EurosportFranceNRJ 12Multiplex(licenceholder)ModulationschemeBBC Digital 3&4(ITV + C4)SDN(ITV)BBCArqiva(NGW)Arqiva(NGW)16-QAM 64-QAM 64-QAM 16 QAM 16QAM 16QAMMultiplexmanagerCompressiontechnologySociété deGestion duRéseau(FranceTélévisions)NouvellesTVNumériques(Lagardere)Cm. DuNumériqueHertzien(Canal Plus)MPEG-2 MPEG-2 MPEG-4 MPEG-2/MPEG-4Multi 4 Multiplex R5 SMR6 (TF1)(Sociétéopératrice dumultiplex R4)MPEG-4MPEG-2/MPEG-4MultiplextransmissionproviderArqivaMultiplextransmissionproviderTDF and, to a lesser extent, Towercast21454-482Source: DTT channel/service allocation by multiplex,Digital TV Group (DTG)
Trends and challenges • Impact on investment caseWith DTT/DSO, EU broadcasting markets are gettingmore competitive in number of TV channelsEvolution of competition level (HHI*)by market in selected countries (2004–09)2,5002,0001,5001,00050021454-482DenmarkSpainSwedenAustriaItaly• Overall, as a guideline, if: HHI>1800, a market is concentrated 1800>HHI >1000, a market is moderatelyconcentrated HHI
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Broadcasting and mobile towers: key
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3Briefing agendaMarco Cordoni: Towe
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Market demand for towersThe demand
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Drivers of demand for sites • Tec
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Drivers of demand for sites • Reg
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Supply of towersBesides self-build,
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Supply of towers • CommercialAn M
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Supply of towers • RegulatoryTowe
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Supply of towersComplexities of neg
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19ContentsMarco Cordoni: Tower mark
Page 21 and 22: % of sites% of sites% of MTN sites%
Page 23 and 24: Tenancy ratio for tower companiesEs
Page 25 and 26: USD per year (thousands)African Tow
Page 27 and 28: Pricing considerations for tower co
Page 29 and 30: 100%90%80%70%60%50%40%30%20%10%0%Co
Page 31 and 32: Valuation per Tower(USD ‘000)Optu
Page 33 and 34: 33ContentsTerry Norman: Facts and f
Page 35 and 36: Revenue per gigabyte(USD)Traffic (P
Page 37 and 38: Billions (USD)Billions (USD)The cos
Page 39 and 40: 39ContentsTerry Norman: Facts and f
Page 41 and 42: Cost savings through network sharin
Page 43 and 44: Percentage savingPercentage savingC
Page 45 and 46: Site countPercentage of poulation c
Page 55 and 56: Analysys Mason Research55We offer a
Page 57 and 58: 57Briefing agendaMarco Cordoni: Tow
Page 59 and 60: Why?Broadcasting tower investments
Page 61 and 62: Initial considerations • European
Page 69 and 70: Trends and challenges • Impact on
Page 71: Penetration as % of TV setsTrends a
Page 75 and 76: Trends and challenges • Impact on
Page 77 and 78: Consumption of online video vs TV (
Page 79 and 80: 79ContentsLluís Borrell: Broadcast
Page 81 and 82: Future opportunitiesDivestment and
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