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Subscription TV businesses are under pressure globally. Survival into the 2020s requires a radical reorientation of the entire business model.


  • Pay-TV market leaders are using M&A to scale up; challenger pay-TV SPs must manage declining core TV-subscription businesses and focus on other bundled services such as broadband/mobile. There will be large, valuable pay-TV markets for decades. Changes will impact smaller service providers, enabling market leaders to accrue more market share in shrinking markets.
  • In the 2020s there will be room for four to six global video platforms; three are likely to be Netflix, YouTube, and Prime Video (the fourth probably Facebook Video). The space left for competing video platforms is shrinking as traditional TV businesses are squeezed for growth. Growth segments of OTT subscriptions and OTT and mobile AVOD are dominated by scaled, global digital platforms.
  • 5G will increase the competition from 5G network operators, who are newly empowered by networks capable of streaming high-quality video at a much larger scale than historically possible, and a rash of lavishly backed new entrants from Warner Media, Disney, and the billion-dollar start-up Quibi

Features and Benefits

  • Evaluates current status and potential of core pay-TV revenue generators: subscriptions, advertising, OTT pay TV, and OTT AVOD.
  • Identifies strategies to address the key challenges faced by pay TV to ensure survival into the 2020s.

Key questions answered

  • How do companies succeed in subscription TV given the current competitive environment?
  • What strategies should pay-TV services adopt to counter stagnant subscription growth and declining advertising revenue?

Table of contents


  • Introduction
  • Download 1: Reinventing Pay TV for the 2020s