Germany - Digital Economy and Digital TV - Insights, Statistics and Analysis

Synopsis

Germany’s market for digital TV and bundled services has grown strongly on the back of excellent DSL and cable infrastructure. The capacity for consumers to make use of VoD and IPTV services will increase considerably during the next three years as cabled 120Mb/s networks increase their footprint and Telekom Deutschland’s FttH network expands to reach four million homes, complementing its existing VDSL infrastructure.

Digital TV has undergone regulatory and licensing processes, and successful rollouts will have extended the service to more than 90% of the population. Digital dividend spectrum, released from analogue switch-off and partly auctioned in 2010, promises bandwidth which can be used for advanced wireless services extending and enhancing the reach of converging media. In this report we provide an overview of convergence in Germany, including recent developments in VoD, bundled offerings and VoIP services, together with an overview of the digital and satellite TV markets.

Key developments:

Kabel BW sold to Liberty Global; Entertain Sat shows early promise; KDG launches VoD service; KDG extends 100Mb/s services on DOCSIS3.0 technology to 7.5 million homes; digital TV penetration reaches 50% of all homes; Kabel BW adds linear TV to VoD service; Vodafone relaunches multiplatform IPTV service; Unitymedia adds mobile voice and data to bundled packages; DT re-enters cable TV market; regulator’s market data for 2011, VATM market data for 2010 and updates to September 2011; operator data to September 2011.

Companies covered in this report include:

Telekom Deutschland, O2 Germany, Vodafone, ARD, ZDF, RTL Group, Sky Deutschland.

1. Synopsis
2. Digital media
- 2.1 Key general trends
- 2.2 Business models
  - 2.2.1 Bundled services
- 2.3 Regulator issues
  - 2.3.1 Voice over Internet Protocol (VoIP)
  - 2.3.2 Fragmented legal framework
  - 2.3.3 Digital TV
  - 2.3.4 Cable TV
3. Digital TV
- 3.1 Digital Terrestrial TV (DTTV)
  - 3.1.1 DVB-T2
  - 3.1.2 Analogue switch-off
  - 3.1.3 Digital dividend
- 3.2 Free-to-Air (FTA) broadcasting
  - 3.2.1 Market overview
- 3.3 Public broadcasters
  - 3.3.1 ARD and ZDF
  - 3.3.2 The RTL Group
  - 3.3.3 ProSiebenSat.1
- 3.4 TV-over-DSL (IPTV)
  - 3.4.1 Telekom Deutschland
  - 3.4.2 Telefónica Germany
  - 3.4.3 Vodafone
  - 3.4.4 Other developments
- 3.5 Video-on-Demand (VoD)
  - 3.5.1 Telekom Deutschland
  - 3.5.2 Sky Deutschland
  - 3.5.3 Vodafone
  - 3.5.4 Other operators
- 3.6 Voice over Internet Protocol (VoIP)
  - 3.6.1 BT wholesale VoIP
  - 3.6.2 Freenet
- 3.7 Voice over Digital Subscriber Line (VoDSL)
- 3.8 Voice over Cable
- 3.9 Personal Video Recorders (PVRs)
- 3.10 Cable TV
  - 3.10.1 Kabel Deutschland (KDG)
  - 3.10.2 Kabel Baden-Württemberg (Kabel BW)
  - 3.10.3 Tele Columbus
  - 3.10.4 Interactive TV (iTV)
  - 3.10.5 Telekom Deutschland
  - 3.10.6 Unitymedia
  - 3.10.7 Other operators
- 3.11 Digital cable TV
  - 3.11.1 Standards
- 3.12 Satellite TV
  - 3.12.1 Sky Deutschland
  - 3.12.2 arena
  - 3.12.3 Telekom Deutschland
4. Related reports

Table 1 – Telekom Deutschland bundled service subscribers – 2007 - 2009
Table 2 – Telekom Deutschland bundled service revenue – 2009 - 2011
Table 3 – Subscribers to bundled services – 2006 - 2012
Table 4 – End user access to TV – 2006 - 2011
Table 5 – Proportion of households with access to DTV – 2001 - 2012
Table 6 – DTTV penetration – 2002 - 2013
Table 7 – RTL Group financial data – 2005 - 2011
Table 8 – ProSiebenSat.1 Group financial data – 2005 - 2011
Table 9 – Deutsche Telekom Entertain IPTV subscribers – 2007 - 2011
Table 10 – HanseNet financial data – 2007 - 2009
Table 11 –O2 subscribers by type – 2009 - 2011
Table 12 – VoIP traffic in minutes – 2005 - 2013
Table 13 – VoIP connections – 2006 - 2013
Table 14 – VoIP traffic as proportion to all voice traffic – 2005 - 2013
Table 15 – VoIP connections over cable – 2005 - 2012
Table 16 – Cable TV revenue – 1998 - 2012
Table 17 – Cable TV investment – 2003 - 2012
Table 18 – Services based on cable TV connections – 2009 - 2011
Table 19 – Cable-TV subscribers – 2000 - 2011; 2015
Table 20 – Kabel Deutschland subscribers by sector – 2007 – 2011
Table 21 – Kabel Deutschland RGUs by sector – 2007 - 2011
Table 22 – Kabel Deutschland blended ARPU – 2007 - 2011
Table 23 – Kabel Deutschland financial data – 2008 - 2011
Table 24 – Kabel BW financial data – 2006 - 2011
Table 25 – Kabel BW pay-TV subscribers – 2009 - 2011
Table 26 – Unitymedia TV subscribers – 2006 - 2011
Table 27 – Unitymedia financial data – 2006 - 2011
Table 28 – Digital cable-TV penetration rate – 2002 - 2013
Table 29 – Digital multichannel households (Germany, Austria) – 2004 - 2011
Table 30 – Satellite pay-TV subscribers and penetration rate – 2000 - 2011; 2015
Table 31 – Sky financial data – 2006 - 2011
Table 32 – Sky subscribers – 2007 - 2011
Table 33 – Sky ARPU – 2008 - 2011
Table 34 – arena satellite pay-TV financial data by sector – 2006 - 2009
Table 35 – arena satellite pay-TV subscribers – 2006 - 2010

Chart 1 – Telekom Deutschland bundled service revenue – 2009 – 2011
Chart 2 – Subscribers to bundled services – 2006 - 2012
Chart 3 – Proportion of households with access to DTV – 2001 - 2012
Chart 4 – RTL Group financial data – 2005 - 2011
Chart 5 – ProSiebenSat.1 Group financial data – 2005 - 2011
Chart 6 –O2 subscribers by type – 2009 - 2011
Chart 7 – Kabel Deutschland RGUs by sector – 2007 - 2011
Chart 8 – Kabel Deutschland blended ARPU – 2007 - 2011
Chart 9 – Kabel Deutschland financial data – 2008 - 2011
Chart 10 – Kabel BW financial data – 2006 - 2011
Chart 11 – Unitymedia TV subscribers – 2006 - 2011
Chart 12 – Unitymedia financial data – 2006 - 2011
Chart 13 – Satellite pay-TV subscribers and penetration rate – 2000 - 2011; 2015
Chart 14 – Sky financial data – 2006 - 2011
Chart 15 – Sky subscribers – 2007 - 2011
Chart 16 – arena satellite pay-TV financial data by sector – 2006 - 2009