VIDEO
AS BENCHMARK OF SATELLITE OPERATORS: WHO ARE THE TRUE LEADERS?
by
Laurence Journez, Manager and Laurent Valignon, Senior Consutlant, Vista
Advisers
(courtesy of Vista Advisers)
| Multi-regional satellite operators broadcast 60% of the
10,661 TV channels distributed worldwide (Feb 2003) |
| PanAmSat, SES Global and Eutelsat lead by far the video
distribution business (as of Feb 2003) |
| Broadcast TV channels | Transponder Fleet | |||
| Pay TV | Free TV | Total stable 36 MHz trx | % used for video distribution | |
| PanAmSat | 1,823 | 303 | 853 | 36% |
| SES Global 1 | 1,085 | 603 | 969 | 39% |
| Eutelsat 2 | 867 | 541 | 556 | 46% |
| Loral Global Alliance 3 | 359 | 217 | 467 | 20% |
| Intelsat | 214 | 132 | 1,109 | 5% |
| New Skies | 129 | 89 | 265 | 14% |
1) SES Global Alliance includes SES Astra,
SES Americom, NSAB, ASiasat, Nahuelsat, and Star One 2) Eutelsat includes
Eutelsat and Hispasat 3) Loral Global Alliance includes Loral Skynet,
Satellites Mexicanos and Europe*Star
Source: Vista Advisers, Lyngsat,
satellite operators
| PanAmSat - SES Global: the two video titans are active in
all regional markets (as of Feb 2003) |
| Multi-regional operators dominate most regional markets,
except Asia (as of Feb 2003) |
| Americas are led by PanAmSat, followed by two regional
operators, Echostar and Telesat (as of Feb 2003) |
| of which from video neighborhoods | ||||
| Channels distributed in Americas | (%) | Cable Bird (ch.) | DTH Bird (ch.) | |
| PanAmSat | 1,715 | 97% | 433 | 1,235 |
| Echostar R | 992 | 100% | 0 | 992 |
| Telesat R | 675 | 97% | 98 | 555 |
| SES Global | 579 | 83% | 433 | 48 |
| DirecTV R | 458 | 100% | 0 | 458 |
| Loral Global Alliance | 426 | 50% | 212 | 0 |
| Intelsat | 182 | 45% | 81 | 0 |
| New Skies | 116 | 100% | 116 | 0 |
R regional
operators
Source: Vista Advisers, Lyngsat, satellite
operators
| Jsat, C&W Optus, Koreasat and Shinsat distribute 40% of
TV channels in Asia (as of Feb 2003) |
| After the first consolidation round, SES and Eutelsat
compete head to head on 2 markets only* (Feb 2003) |
| In
Europe, SES' pay-TV clients portfolio is less diversified than that of
Eutelsat (as of Feb 2003) |
Contact the authors:
Laurence Journez, Manager,
ljournez@vistaadvisers.com,
phone: +33 1 5367 5249
Laurent Valignon, Senior Consultant,
lvalignon@vistaadvisers.com,
phone: +33 1 5367 5248
About Vista
Advisers
Vista Advisers is a leading strategy consulting firm
specializing in the satellite and telecommunications sectors.
Vista
provides customized services from concept to implementation covering a wide
range of telecommunications services and infrastructures. Our impressive list
of clients includes blue-chip satellite operators, leading financial
institutions and space agencies, in addition to TV channels and telcos. We have
purposely composed a multicultural team combining marketing, economic,
financial and engineering backgrounds in the space and telecommunications
sectors.
www.vistaadvisers.com
