PCCA Journal 1st Quarter 2014 - page 39

PCCA Journal|1
st
Quarter 2014
39
T
elcos and cable opera-
tors are investing heav-
ily in their networks to
upgrade their subscribers
to bundles (triple-play or
double-play). These operators will reap
the rewards of this investment as total
subscription revenues (pay TV, broad-
band, and fixed-line telephony) will
increase by 65 percent from $124 billion
in 2012 to $205 billion in 2018, according
to the Triple-Play Forecasts report from
Digital TV Research.
Covering 97 countries, triple-play sub-
scription revenues will reach $144 billion
in 2018, up by $80 billion on the 2012
total.
Triple-play revenues will command 70
percent of total subscription revenues by
2018, up from 52 percent in 2012 and 36
percent in 2008. The U.S. ($60 billion,
double the 2012 total) will account for
42 percent of the world’s triple-play
revenues by 2018, although this is down
from a 59 percent share in 2008. 

Simon Murray, principal analyst at
Digital TV Research, said, “Triple-play
revenues overtook stand-alone TV rev-
enues in 2009. Standalone TV revenues
will start falling from 2013 as subscribers
defect to bundles and as cable and DSL/
fiber operators offer lower-priced pack-
ages due to greater competition from
other platforms.” 

Triple-play subscriptions will reach
333 million by 2018; up by more than
300 million since 2008 and up by 239
million on the 2012 total. China will
have 115 million triple-play subscribers
by 2018 (with only 9 million recorded
at end-2012) or 34 percent of the global
total. 

The number of triple-play households
will overtake the stand-alone TV total in
2016. The stand-alone TV total will begin
to decline from 2016 as more and more
homes convert to bundles. 

Despite rapid growth in IPTV sub-
scriptions, cable will contribute nearly
two-thirds of triple-play subscribers by
2018. Triple-play penetration will remain
a lot higher in DSL and fiber homes (71
percent by 2018) than in cable homes
(42 percent). However, the DSL and fiber
proportion will not grow by too much,
whereas the cable proportion will double
from 18 percent in 2012.
Study: Triple-play Revenues to Reach $144 Billion
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