ITV

Tag: Digital Subscribers

  • Q3-2016: Den activation revenue boost revenue 31 percent; adds 9 lakh digital subscribers in a quarter

    Q3-2016: Den activation revenue boost revenue 31 percent; adds 9 lakh digital subscribers in a quarter

    BENGALURU: As mentioned earlier, Den Networks Ltd had reported 31 per cent YoY growth in consolidated Total Income from operations (TIO) in the quarter ended 31 December, 2015 (Q3-2016, current quarter) at Rs 352.18 crore as compared to Rs 268.81 crore. TIO increased 29.8 per cent QoQ as compared to Rs 271.29 crore.

     

    Note: 100,00,000 = 100 lakh = 10 million = 1 crore

     

    The company has reported activation revenue of Rs 86 crore in Q3-2016, more than fivefold YoY as compared to the Rs 15 crore in Q3-2015 and more the than three times the Rs 27 crore in the immediate trailing quarter. The company says that it has added 9 lakh digital subscribers in the current quarter, taking its digital subscriber base to 85 lakhs as compared to the 76 lakhs in the previous quarter. The company had reported a digital subscriber base of 68 lakh for the Q3-2015, hence the share of its digital subscriber base has gone up from 58 percent in Q3-2015 to 65 percent in the current quarter. The company says that its Cable DAS ARPU has increased 3.8 percent to Rs 80 in the current quarter as compared to Rs 77 in the immediate trailing quarter.

     

    The company reported EBIDTA of Rs 42.99 crore (12.2 per cent margin) in the current quarter as compared to an operating profit of Rs 0.28 crore (0.1 per cent margin) in Q3-2015 and an operating loss of Rs 11.27 crore in the immediate trailing quarter. The company’s pre-Activation Cable EBIDTA in the current quarter was Rs 6 crore as compared to the Rs 34 crore in Q3-2015 and a negative Cable EBIDTA of Rs 5 crore in Q2-2016.

     

    The company has also ramped up its broadband subscribers by 33.3 percent to 76,000 in the current quarter to 57,000 in the immediate trailing quarter. As had been reported earlier, the company’s broadband segment revenue increased by over five times YoY (5.5 times) at Rs 11.96 crore (3.4 per cent of TIO) as compared to Rs 2.17 crore (0.8 per cent of TIO) and increased 58 per cent QoQ as compared to Rs 8.23 crore (three per cent of TIO). The segment’s YoY operating loss increased to Rs 19.57 crore as compared to Rs 12.37 crore, but reduced QoQ as compared to Rs 23.07 crore. The company says that broadband ARPU has declined by Rs 10 in the current quarter to Rs 760 from Rs 770 in the previous quarter.

     

    Broadband Post Activation EBIDTA in Q3-2016 was negative Rs 16 crore as compared to the negative Rs 11 crore in Q3-2015 and negative Rs 20 crore in Q3-2016.

     

    The company says that its TV Shop has achieved a GMV of Rs20 crore per month with a reach of 5.2 crore homes and a conversion ratio of calls received of 38 percent and 30 percent repeat customers.

  • Q3-2016: Den activation revenue boost revenue 31 percent; adds 9 lakh digital subscribers in a quarter

    Q3-2016: Den activation revenue boost revenue 31 percent; adds 9 lakh digital subscribers in a quarter

    BENGALURU: As mentioned earlier, Den Networks Ltd had reported 31 per cent YoY growth in consolidated Total Income from operations (TIO) in the quarter ended 31 December, 2015 (Q3-2016, current quarter) at Rs 352.18 crore as compared to Rs 268.81 crore. TIO increased 29.8 per cent QoQ as compared to Rs 271.29 crore.

     

    Note: 100,00,000 = 100 lakh = 10 million = 1 crore

     

    The company has reported activation revenue of Rs 86 crore in Q3-2016, more than fivefold YoY as compared to the Rs 15 crore in Q3-2015 and more the than three times the Rs 27 crore in the immediate trailing quarter. The company says that it has added 9 lakh digital subscribers in the current quarter, taking its digital subscriber base to 85 lakhs as compared to the 76 lakhs in the previous quarter. The company had reported a digital subscriber base of 68 lakh for the Q3-2015, hence the share of its digital subscriber base has gone up from 58 percent in Q3-2015 to 65 percent in the current quarter. The company says that its Cable DAS ARPU has increased 3.8 percent to Rs 80 in the current quarter as compared to Rs 77 in the immediate trailing quarter.

     

    The company reported EBIDTA of Rs 42.99 crore (12.2 per cent margin) in the current quarter as compared to an operating profit of Rs 0.28 crore (0.1 per cent margin) in Q3-2015 and an operating loss of Rs 11.27 crore in the immediate trailing quarter. The company’s pre-Activation Cable EBIDTA in the current quarter was Rs 6 crore as compared to the Rs 34 crore in Q3-2015 and a negative Cable EBIDTA of Rs 5 crore in Q2-2016.

     

    The company has also ramped up its broadband subscribers by 33.3 percent to 76,000 in the current quarter to 57,000 in the immediate trailing quarter. As had been reported earlier, the company’s broadband segment revenue increased by over five times YoY (5.5 times) at Rs 11.96 crore (3.4 per cent of TIO) as compared to Rs 2.17 crore (0.8 per cent of TIO) and increased 58 per cent QoQ as compared to Rs 8.23 crore (three per cent of TIO). The segment’s YoY operating loss increased to Rs 19.57 crore as compared to Rs 12.37 crore, but reduced QoQ as compared to Rs 23.07 crore. The company says that broadband ARPU has declined by Rs 10 in the current quarter to Rs 760 from Rs 770 in the previous quarter.

     

    Broadband Post Activation EBIDTA in Q3-2016 was negative Rs 16 crore as compared to the negative Rs 11 crore in Q3-2015 and negative Rs 20 crore in Q3-2016.

     

    The company says that its TV Shop has achieved a GMV of Rs20 crore per month with a reach of 5.2 crore homes and a conversion ratio of calls received of 38 percent and 30 percent repeat customers.

  • APAC digital subscribers to reach 503 million by 2018: MPA

    APAC digital subscribers to reach 503 million by 2018: MPA

    MUMBAI: Media Partners Asia (MPA) has come out with its report on the Asia Pacific pay-TV and broadband market for the next five years. It predicts that DTH satellite pay-TV customers in Asia are expected to grow from 56.3 million in 2013 to more than 110 million by 2018, a CAGR of 14 per cent.

     

    The report titled ‘Asia Pacific Pay-TV and Broadband Markets 2014’ states that by 2023, DTH’s share of the total pay-TV market will nearly double to 24 per cent as the customer base reaches 150.4 million. Meanwhile, HD DTH subscribers will increase from 10.4 million in 2013 to 37.3 million by 2023, driven by high growth in India and China as well as steady growth in Japan, Korea and Southeast Asia.

     

    DTH subscription revenue is expected to grow at a five year CAGR of 9 per cent to $ 12.3 billion by 2018 and $ 15.2 billion by 2023. It also predicts that the market for DTH pay-TV will further consolidate as growth converges across fewer operators in markets such as India and Indonesia. In markets such as Thailand, DTH pay-TV is struggling as free DTH services have started to breed, penetrating 60 per cent TV homes. One such is Free Dish that will prove to be important to digitisation in rural and smaller towns.

     

    The APAC pay-TV market will grow at a 10 per cent CAGR between 2013 and 2018. This will be enhanced by the subscriber jump from 312 million in 2013 to 503 million by 2018 while digital penetration of pay-TV homes expands from 62 per cent to 83 per cent.

     

    Commenting on the findings, MPA executive director Vivek Couto said, “We see operating leverage growing for market leaders in India, Indonesia and Malaysia in particular as well as long-term upside from strategic recalibration in Australia and New Zealand. Better monetisation in the Philippines should help the market leader properly scale its DTH business and take it to the next level. We also predict incremental growth and value in Vietnam.”

     

    The report states that among maturing markets, Malaysia is a leader with Astro as one of the most innovative operators in the world, good at increasing both subscriber growth and ARPUs as well as investing in product innovation. DTH ops in Australia and Japan continue to face headwinds. Hybrid DTH-IPTV distribution has helped sustain KT SkyLife’s proposition in Korea.

     

    In India, broadband is a long term consideration even though all the top four DTH operators are looking at mobile partnerships and wireless broadband strategies.

     

    IP-based distribution and broadband delivery is a challenge for DTH networks which are adapting to these realities to reduce long-term challenges. In Korea, the KT SkyLife combination retails triple play services. In Indonesia, MNC group that owns MNC Sky Vision (MNCSV) plans to rollout a bundle of IPTV and fiber-based broadband services and merge them with MNCSV.  In Malaysia, Astro has adapted to IPTV partnerships but with slow progress. In Philippines, Cignal has also embraced hybrid IP delivery.