Chris Dziadul Chief East European Analyst · Chris Dziadul [email protected] . Title:...
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Chris Dziadul Chief East European Analyst
Transcript of Chris Dziadul Chief East European Analyst · Chris Dziadul [email protected] . Title:...
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Chris Dziadul Chief East European Analyst
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} DTT: Fallen behind
} DTH: Some consolidation
} Cable: Tough market
} IPTV: Early days
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} Two years ago, ASO postponed until Jan 2015 } New tender to be held this summer? Contest
to be competitive rather than comparative (i.e. beauty?) All mux licences to be awarded at same time?
} Digitisation rate in Romania generally low cf other European countries
} Satellite operators (SES, Telenor) looking to help in digitisation process
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} Long-awaiting consolidation began in early 2011, with Romtelecom acquiring both AKTA Satelit and Boom TV
} Focus Sat (UPC) holding its own in market despite being much smaller than Romtelecom (Dolce) and RCS&RDS operations
} Further consolidation? Probably unlikely at this stage: all three operators are in it for the long haul
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} Market highly competitive, characterised by “price wars”. Something has to give: how and when?
} UPC sale rumours have ended, or at least receded. Mike Fries (Liberty Global) has restated company’s commitment to Romania
} Romtelecom is becoming increasingly important player through NextGen Communications
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} Late start: up until Romtelecom launched Dolce Interactiv in Dec 2009 market served by only a handful of small players, headed by Bucharest-based Ines
} All free reception of Romtelecom service stopped in August 2011
} Romtelecom launched OTT in 2011: 770,000unique visitors in less than three months
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} Despite having high pay-TV pen (80%+), Romania has low broadband and cable ARPU. How can this be addressed?
} How can the digitisation process be speeded up?
} What are the prospects for the Romanian TV market as a whole in these difficult economic times? What, if anything, can be done to help it?
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Chris Dziadul [email protected]
