Telcos and cable operators are investing heavily in their networks to upgrade their subscribers to bundles (triple- or double-play), according to Triple-Play Forecasts just published in a report by Digital TV Research, which suggests that these operators will reap the rewards of this investment as total subscription revenues (pay TV – including on-demand – broadband and fixed-line telephony) will increase by 65% from $124 billion in 2012 to $205 billion in 2018.
Covering 97 countries, Digital TV Research expect that triple-play subscription revenues will reach $144 billion in 2018, up by $80 billion on the 2012 total. Triple-play revenues will command 70% of total subscription revenues by 2018, up from 52% in 2012 and 36% in 2008. Meanwhile the US ($60 billion – double the 2012 total) will account for 42% of the world’s triple-play revenues by 2018, although this is down from a 59% share in 2008.
“Triple-play revenues overtook standalone TV revenues in 2009,” says Simon Murray, Principal Analyst at Digital TV Research. “Standalone TV revenues will start falling from 2013 as subscribers defect to bundles and as cable and DSL/fiber operators offer lower-priced packages due to greater competition from other platforms.”