Justin Lebbon

Director, Mediatel Events

The emerging TV ecosystem

Wolfson Theatre
Wednesday 27 March 2019
09:00 – 10:30

We investigate the changing shape of the TV ecosystem in the wake of SVOD-stacking, the emergence of direct-to-consumer channel owners and sports leagues, the rise of the digital-only sports content distributor, and the ongoing expansion of digital curators like Netflix. We will consider the impact of M&A and the potential for closer collaboration among established media companies, and look for new roles that people can play (like Pay TV in advertising, satellite in multiscreen, commercial TV in subscriptions, broadcasters as aggregators as they bring third-party content into their digital empires). We want to hear how established media owners will maintain audiences in the age of hyper-competition.



Insight: Who benefits from the dramatic rise in total TV revenues by 2023

  • Forecast for Western European TV revenues: expected growth from $39 billion in 2018 to $50 billion in 2023
  • Comparing the loss in Pay TV revenues vs OTT growth
  •  Market share decline for the top ten operators by 2023 (loss of Pay TV subscribers), if current trends continue
  •  The extent to which OTT growth will impact West European TV earnings if global OTT revenues double by 2023, as predicted
  • Global ‘skinny bundle’ Pay Lite and DTC revenues are expected to increase eight times by 2023 – the details
  • The share of total revenue Netflix will be taking in 2023
  • Will local broadcasters’ SVOD offerings help stop the Netflix march: what do the figures suggest?


Simon Murray, Digital TV Research Simon Murray, Digital TV Research



Simon Murray

Digital TV Research Simon Murray, Digital TV Research


How established media owners will maintain audiences in the age of hyper-competition

Richard Davidson-Houston, Head of All 4, Channel 4 Television


Richard Davidson-Houston

Head of All 4, Channel 4 Television


Big broadcasting to small screens

  • What challenges and opportunities are broadcasters facing in today’s digital first world?
  • Where are the eyeballs and how can broadcasters reach them effectively?
  • With a plethora of choice when it comes to distribution, how do broadcasters identify their channel of choice?
  • How can broadcasters best evaluate partners against their goals?
  • 4 years of Snap and Sky: the evolving relationship and strategic role Snap plays for Sky
  • The future: where do we go from here?


Panel discussion: Exploring the dynamics that will shape the TV ecosystem for a generation

  • Comcast-Sky and Disney-Fox will spend $43bn on content in 2018 – 20% of the global total[1] : what does it mean for Netflix, Amazon and broadcasters?
  • Is ‘local’ VOD content the battle that will decide the fate of European broadcasters – and will the EU’s 30% content quota bring forward the showdown?
  • How much premium streaming can survive on subscriptions alone, and will we need more AVOD and more hybrid ‘subs+ads’ business models?
  • What are the priorities for established media owners if they want to maintain or grow audiences in the age of hyper-competition and limitless content choices?
  • Can streaming-only Pay TV sports services build the audiences and ARPU to sustain the ongoing content investments needed to keep major domestic leagues?
  • With Amazon growing its vertical content, distribution and device ecosystem, do Pay TV operators need to nurture their STB gateway presence – and build a ‘proprietary’ OTT device future?
  • What opportunities are left for rights owners and media owners to drive engagement and revenues from esports, and how big can esports grow?


[1] Figures from Ampere Analysis

Panel moderated by: Simon Kelehan, Consultant, 3Vision

Dan Fahy

Dan Fahy

Senior Vice President, Head of Emerging Business
ViacomCBS Networks UK