State of the Canadian pay TV operator market Q4 2014: Satellite suffers worse quarterly loss in history

April 14, 2015  | Subscribers Only

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On the whole, the business of pay TV in Canada seems to be circling its wagons. Cable players are doing a decent job, on the whole, of stemming subscriber loss. IPTV players continue to post significant gains, especially Bell Canada which is transitioning customers from its satellite service to IPTV, 15% of Bell Fibe TV net adds were Bell Satellite customers in Q4 2014.

In this report: 

  • Key developments Q4 2014    
  • Pay TV awaits significant changes coming in 2016    
  • Canada case study – Cord-nevers are the greatest opportunity    
  • Canada case study – ARPU growth adds pressure    07
  • Canada case study – IPTV growth not offsetting growth in cord nevers    
  • Pay TV revenue grows in spite of video subscribers cutting the cord    
  • Pay TV packages    
  • The Canadian pay TV Market    
  • Shomi the video subscribers! Not this quarter    
  • HSD not enough to grow cable homes or RGUs    
  • HSD driving revenue growth at cable    
  • Worst quarterly decline ever for Canadian satellite, 55,700 subscribers lost    
  • Following a 2011 peak, satellite revenue is on a consistent decline    
  • IPTV showing no sign of cooling thanks to Fibe TV    
  • Revenue and ARPU grow for IPTV as subscribers sign up

List of tables and charts: 

  • Income and Employment
  • Housing Starts by Type (000s)
  • Pay TV basic video subscribers and penetration
  • Canadian TV households Composition Q4 2014 
  • Pay TV video ARPU continues its relentless rise
  • Quarterly Subscriber Adds by Pipeline (000s)
  • Canada pay TV growth
  • Growth in cord nevers is an opportunity for pay TV (000s)
  • Q4 2014 cable high speed data as a percent of total video subscriber
  • Pay TV revenues and blended ARPUs
  • Pay TV packages
  • The Canadian pay TV Market
  • Quarterly Subscriber Adds by Pipeline (000s)
  • Cable Quarterly Subscriber Adds (000s)
  • HSD growth not enough to return cable homes to positive growth (000s)
  • HSD growth is expected to continue
  • Cable revenues and blended ARPUs
  • Satellite quarterly net basic video subscriber additions
  • Satellite TV subscribers  (000s)
  • Satellite revenue and blended ARPU
  • IPTV subscriber growth remains steady
  • IPTV quarterly net subscriber additions
  • IPTV revenue and Blended ARPU


Number of pages: 20
Number of charts and tables: 23

Erik Brannon

Associate Director – Research and Analysis, Service Providers & Platforms

Mr. Erik Brannon, the associate director of research and analysis at IHS Markit, specializes in pay-TV operators and channels.

Harold Vargas

Senior Analyst, Television Media

Harold Vargas is a member of the US media team that is responsible for coverage of U.S. pay-TV operators and television content owning media conglomerates.

Geography
Canada
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