Title slide 2 is set in 48 pt Arial Bold

Title slide 2 is set in 48 pt Arial Bold

SES reach YE2013
Agenda
1) SES reach worldwide
2) The European TV market
3) SES reach in Europe
4) Update on the UK/Ireland TV market
2
SES reach worldwide
291m
Satellite, Cable and IPTV homes
106m
Satellite homes
more than 153m
Cable homes
over 32m
IPTV homes
Source: SES, European Satellite Monitor YE13, B2B surveys among cable head-ends
in North and Latin America, Pay-TV operators` figures, SES analyses & estimates ;
Note: SES reach includes subscribers reached via Ciel-2’s spot beams
3
SES worldwide reach keeps growing
2011
258m
2012
276m
2013
291m
+ 15m
+ 5%
Source: SES, European Satellite Monitor YE13, B2B surveys among cable head-ends
in North and Latin America, Pay-TV operators` figures, SES analyses & estimates ;
Note: SES reach includes subscribers reached via Ciel-2’s spot beams
4
SES reach development YE12  YE13
Direct reach – Satellite homes
Indirect reach
+1%
+7%
152m ➔ 153m
99m ➔ 106m
+27%
25m ➔ 31m
Source: SES, European Satellite Monitor YE13, B2B surveys among cable head-ends
in North and Latin America, Pay-TV operators` figures, SES analyses & estimates ;
Note: SES reach includes subscribers reached via Ciel-2’s spot beams
5
SES reaches 291 million TV homes
143m ➔
73m ➔
+3%
+5%
75m
151m
Europe
North America
26m ➔
+18%
21m ➔
+5%
31m
Africa, India,
ME
23m
Latin America
11m ➔
+7%
12m
Asia-Pacific
Source: SES, European Satellite Monitor YE13, B2B surveys among cable head-ends
in North and Latin America, Pay-TV operators` figures, SES analyses & estimates ;
Note: SES reach includes subscribers reached via Ciel-2’s spot beams
6
SES reaches 106 million Satellite homes
63m ➔
5m ➔
+19%
6m
+4%
65m
Europe
North America
26m ➔
+18%
50K ➔
50K
Latin America
31m
Africa, India,
ME
4m ➔
5m
+21%
Asia-Pacific
Source: SES, European Satellite Monitor YE13, B2B surveys among cable head-ends
in North and Latin America, Pay-TV operators` figures, SES analyses & estimates ;
Note SES reach includes subscribers reached via Ciel-2’s spot beams
7
SES reach in North America
Over
75m
TV homes
5.7m
Satellite homes
59m
Cable homes
11m
IPTV homes
Source: SES, European Satellite Monitor YE13, B2B surveys among cable head-ends
in North and Latin America, Pay-TV operators` figures, SES analyses & estimates ;
Note: SES reach includes subscribers reached via Ciel-2’s spot beams
8
SES reach in Latin America
23m
TV homes
50K Satellite homes served
from 125°W
22.5m Cable homes served
from 40.5°W
Source: B2B surveys among cable head-ends, Pay-TV operators` figures, SES analyses & estimates
9
SES reach in Africa, India, Middle East
31m
Satellite homes
India served from
95°E and 108.2°E
Africa served from
22°W, 5°E and 28.2°E
Middle East served from
Yahsat at 52.5°E
Source: Pay-TV operators` figures, SES analyses & estimates (FTA reach in Africa and ME not included)
10
SES reach in Asia-Pacific
12m
TV homes
4.5m Satellite homes
7m Cable homes
served by SES satellites at
95°E and 108.2°E
Source: Pay-TV operators` figures, SES analyses & estimates
11
Year End 2013
The European TV market
Satellite stays the most widespread TV
reception mode
35
%
of TV homes in Europe
are receiving TV via Satellite (vs. 34% at YE12)
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
13
249m TV homes in Europe
Satellite
Cable
27%
IPTV
9%
35%
Terrestrial
29%
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
14
TV reception trends continue
100
90
86.46
83.71
In Mill. TV households
80
79.40
79.13
77.41
71.34
86.20
84.56
83.60
78.14
72.98
70.99
69.25
70
68.42
68.23
60
50
40
30
21.89
20
17.48
15.99
12.06
8.98
10
0
YE09
YE10
YE11
Satellite
Cable
Terrestrial
YE12
YE13*
IPTV
*23 out of 35 countries updated at YE2013
Source: Satellite Monitor
15
210m digital TV homes in Europe
DSTV
41%
DCTV
19%
IPTV
DTT
10%
30%
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
16
Satellite leads the digital market by far
100
90
86.20
84.56
81.43
80
75.19
In Mill. Digital TV households
71.04
70
62.38
59.39
60
55.62
51.74
50
41.74
39.33
40
35.57
32.89
29.43
30
24.00
21.89
20
17.48
15.99
12.06
8.98
10
0
YE09
YE10
Digital Satellite
YE11
Digital Cable
YE12
Digital Terrestrial
YE13*
IPTV
*23 out of 35 countries updated at YE2013
Source: Satellite Monitor
17
50/50 split amongst Satellite homes
Digital Free
43.03
50%
23 out of 35 countries updated at YE2013
Base: 86.20 Mill. Satellite Households
Source: Satellite Monitor
Digital Pay
43.16
50%
18
Digitalisation rates keep increasing
in Cable and Terrestrial
SATELLITE
Digital
86.20
100%
Base
86.20 mill.
Satellite homes
CABLE
Digital
39.33
58%
Base
68.24 mill.
Cable homes
Analogue only
28.9
42%
TERRESTRIAL
Digital
62.38
85%
Base
72.98 mill.
Terrestrial
homes
IPTV
Digital
21.89
100%
Base
21.89 mill.
IPTV homes
Analogue only
10.61
15%
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
19
86m TV homes are watching HD
100
90
80
14.62
in Mill. HD homes
70
14.70
12.04
60
8.31
50
21.06
6.83
18.29
40
13.17
4.93
30
10.31
20
34.66
38.34
29.39
10
20.04
0
YE10
YE11
HD in DSTV
HD in DCTV
YE12
HD in IPTV
YE13*
HD in DTT
*23 out of 35 countries updated at YE2013
Source: Satellite Monitor
20
45% of Satellite homes are watching HD
100
90
80
in Mill. Digital Satellite homes
70
47.86
60
49.90
52.04
50
55.15
40
30
20
34.66
38.34
29.39
10
20.04
0
YE10
YE11
HD in DSTV
YE12
YE13*
SD in DSTV
*23 out of 35 countries updated at YE2013
Source: Satellite Monitor
21
SES reach in Europe
SES reach in Europe
151m
TV homes
65m
Satellite homes
65m
Cable homes
21m
IPTV homes
served by SES satellites at
5°E, 19.2°E, 23.5°E, 28.2°E or 31.5°E
Source: SES, European Satellite Monitor YE13
23
SES confirms strong position
60
%
of TV homes in Europe
are serviced by SES satellites*
(vs. 58% at YE12)
* includes homes reached by SES` satellites at 19.2° E, 23.5° E, 28.2° E , 5.0°E and since YE11 also at 31.5°E (net reach counting dual-feed homes only once)
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
24
SES* continues to extend reach in Europe
160
20.76
140
14.59
15.80
66.10
64.75
64.96
61.70
62.55
64.81
9.84
SES homes in Mill.
120
100
67.96
67.76
56.80
57.58
80
60
40
20
0
Total
IPTV
Cable
Satellite
YE09
YE10
YE11
YE12
YE13**
124.75
135.17
9.84
67.76
57.58
142.39
14.59
66.10
61.70
143.10
15.80
64.75
62.55
150.52
20.76
64.96
64.81
67.96
56.80
* includes homes reached by SES` satellites at 19.2° E, 23.5° E, 28.2° E , 5.0°E and since YE11 also at 31.5°E (net reach counting dual-feed homes only once)
**23 out of 35 countries updated at YE2013
Source: Satellite Monitor
25
SES* underpins leading role
75
%
of satellite homes in Europe
are serviced by SES satellites (vs. 73% at YE12)
* includes homes reached by SES` satellites at 19.2° E, 23.5° E, 28.2° E , 5.0°E and since YE11 also at 31.5°E (net reach counting dual-feed homes only once)
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
26
81
%
of satellite HD homes in Europe
are serviced by SES Satellites
* includes homes reached by SES` satellites at 19.2° E, 23.5° E, 28.2° E , 5.0°E and since YE11 also at 31.5°E (net reach counting dual-feed homes only once)
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
27
HD channel growth on SES satellites in Europe
600
488
500
356
267
400
190
300
103
200
64
100
5
3
0
2003
2004
2005
Source: Lyngsat, SES analysis
25
2006
28
2007
2008
2009
2010
2011
2012
2013
28
Some further highlights
biggest Satellite market (18m)
biggest Satellite market share (65%)
biggest increase in Satellite homes (+0.8m)
biggest Satellite HD market, both in terms of homes (9m)
as well as in terms of penetration (73%)
Source: Satellite Monitor
29
SES Satellite homes in Europe per orbital position
5E
7m
Sat homes
19.2E
46m
Sat homes
23.5E
3m
Sat homes
28.2E
13m
Sat homes
31.5E
1m
Sat homes
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
30
SES reaches almost all Cable and IPTV homes
95
%
of Cable and IPTV homes in Europe
are serviced by SES Satellites
* includes homes reached by SES` satellites at 19.2° E, 23.5° E, 28.2° E , 5.0°E and since YE11 also at 31.5°E (net reach counting dual-feed homes only once)
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
31
Total SES reach in Europe per orbital position
5E
48m
TV homes
19.2E
114m
TV homes
23.5E
29m
TV homes
28.2E
45m
TV homes
31.5E
12m
TV homes
23 out of 35 countries updated at YE2013
Source: Satellite Monitor
32
Year End 2013
The UK TV market
Modes of TV reception in the UK
14
12.28
12.05
11.86
11.65
12
10.88
10.83
10.83
In Mill. TV households
10.32
9.87
9.63
10
8
6
4
3.70
3.54
3.42
2.93
2.62
2
1.44
0.68
0.41
0.32
0.96
0
YE09
YE10
YE11
Satellite
Cable
Terrestrial
YE12
YE13
IPTV
Source: Satellite Monitor, Kantar Media
34
HDTV reception in the UK
18
16
0.88
0.46
14
in Mill. HD households
3.45
3.71
12
0.30
2.61
10
2.64
8
6
0.16
2.47
0.94
1.74
9.02
8.13
4
7.23
5.51
2
0
YE10
YE11
HD in DSTV
YE12
HD in DCTV
HD in DTT
YE13
HD in IPTV
Source: Satellite Monitor, Kantar Media
35
Year End 2013
The Irish TV market
Modes of TV reception in Ireland
1.2
1.1
1.02
In Mill. TV households
1.0
0.86
0.9
0.78
0.8
0.7
0.75
0.68
0.6
0.5
0.41
0.4
0.40
0.36
0.35
0.31
0.28
0.3
0.29
0.27
0.24
0.18
0.2
0.1
0.03
0.05
0.05
0.03
0.03
0.0
YE08
YE09
YE10
Satellite
Cable
Terrestrial
YE11
YE13
IPTV
Source: Satellite Monitor, Kantar Media
37
HDTV reception in Ireland
1.0
0.9
0.07
0.8
in Mill. HD households
0.02
0.7
0.15
0.6
0.01
0.02
0.5
0.08
0.4
0.3
0.61
0.02
0.03
0.2
0.38
0.26
0.1
0.0
YE10
YE11
HD in DSTV
HD in DCTV
HD in IPTV
YE13
HD in DTT
Source: Satellite Monitor, Kantar Media
38