14th, 15th & 16th May 2019African Pride Arabella Hotel & Spa

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Organised by

Follow us @dataxisintel #nextvceoafrica

SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER

WELCOME TO Nextv CEO Africa 2019

HOW CAN MUSIC STREAMING PLATFORMS SUCCESSFULLY

ENTER THE AFRICAN MARKET?

Krestin HARRINGTONBroadcast Journalist

DEUTSCHE WELLE

MODERATOR

#nextvceoafrica

TENCENT AFRICA/

JOOX MUSIC

Kathryn SHARFMANHead of Marketing

RBELLION LTD

Judith MASSIAFounder and CEO

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

EVOLUTION OF MOBILE BROADBAND SPLIT GENERATION

Million subscribers

256 278 297 317 338 358

63

93

126

162

198

235

0

100

200

300

400

500

600

700

2018 2019 2020 2021 2022 2023

Mil

lio

n

3G subscribers 4G subscribers

FINANCING AFRICAN CONTENT

Duncan IRVINEFounder & CEO

RAPID BLUE

Lara UTIAN-PRESTONJournalist

SCREEN AFRICA

MODERATOR

SWITCH TV

Tamima IBRAHIMHead of Content

#nextvceoafrica

Nisha LIGONCo Founder & CEO

UBONGO

ONE-TO-ONE SESSION: : YOUTUBE

Dayo OLOPADEHead of Strategic Partnership Africa

YOUTUBE

#nextvceoafrica

Priscilla TIRVENGADUMHead of Events

DATAXIS

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

52%48%

MOBILE BROADBAND ACCESS EVOLUTION

31%

69%

< 3G or no access3G/4G

2018 2023 FORECAST

EVOLUTION OF ESPORTS IN AFRICA: The next major sport league

Brad KIRBYHead of Esport

KWESÉ TV

GINX ESPORTS AFRICA

Julia ROBSONCorrespondent & Community Manager

Africa

Krestin HARRINGTONBroadcast Journalist

DEUTSCHE WELLE

MODERATOR

#nextvceoafrica

A GAME CHANGER : FTTH boom in South Africa

FTTX COUNCIL

AFRICA

Mike SILBERBoard Member

#nextvceoafrica

Bradley HEMPHILLDigital Infrastructure Strategist

LIGHTSTRUCK

DARK FIBRE AFRICA

Vino GOVENDERExecutive: Strategy, Mergers &

Acquisitions, and Innovation

Toyin OYEKANMI Head of South African Bureau

AFRICAN LEADERSHIP

MAGAZINE

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

TOTAL WIRED BROADBAND EVOLUTION SOUTH AFRICA

Million subscribers

8.8 M

1 M0.91.2

2.1

3.89

8.8

0

1

2

3

4

5

6

7

8

9

10

Q42014 Q42015 Q42016 Q42017 Q42018

Millio

n

xDSL subscribers Fttx internet subscribers

14th, 15th & 16th May 2019African Pride Arabella Hotel & Spa

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Organised by

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Welcome to Nextv CEO Africa 2019 – Day 2

INDUSTRY OVERVIEW

Sa Eva NEBIESenior Analyst

Follow us @dataxisintel #nextvceoafrica

0

50

100

150

200

250

HOUSEHOLDS TVHOUSEHOLDS

PAY TVHOUSEHOLDS

Mil

lio

n

TV HOUSEHOLDS STRUCTURE

HOUSEHOLDS2018

TV PENETRATIONLargest countries in terms of households - 2018

0

10

20

30

40

50

60

Millio

nHouseholds TOTAL TV HH

215

102

30

www.dataxis.com

Source:

DELAYED TRANSITION TO DIGITAL TELEVISION

DIGITAL SWITCHOVERNumber of households

0

5

10

15

20

25

30

35

40

45

2018 2019 2020 2021 2022 2023

Mil

lio

n

Terrestrial FTA Analogue Terrestrial FTA Digital

Terrestrial PTV Digital

13 mn

11 mn

39 mn

completed

ongoing

not started

DSO STATUS BY COUNTRYDigital migration stage - 2018

www.dataxis.com

Source:

30 MILLION PAY TV SUBSCRIBERS

0

5

10

15

20

25

2017 2018

Millio

n

PAY TV MARKET BY TECHNOLOGYNumber of subscribers

PAY TV MARKET BY COUNTRY2018 – revenues in US Dollars

www.dataxis.com

Source:

Direct Basic Cable TV

DTH

DTT

IPTV

MMDS TV Digital

OTT Pay TV

0

1 000

2 000

3 000

4 000

5 000

6 000

0

5

10

15

20

25

30

35

Mill

ion

Mill

ion

Subscribers Revenues

0

1

2

3

4

5

6

2017 2018

Billio

n

DTH DTT IPTV Cable TV OTT PTV

A $4.8 BILLION MARKET

PAY TV REVENUES BY TECHNOLOGYUS Dollars

0

5

10

15

20

DTHARPU

IPTVARPU

MMDSARPU

OTT TVARPU

DTTARPU

Cable TVARPU

2017 2018

PAY TV ARPU BY TECHNOLOGYUS Dollars

4.84.4

+9%

www.dataxis.com

Source:

HIGHLY CONCENTRATED MARKET

Naspers

StarTimes

Canal+

Zap

Bakhresa

StrongOthers

MARKET SHARE SUBSCRIBERS

2018

Naspers

Canal+

Zap

StarTimes

Others

MARKET SHARE REVENUES

2018

www.dataxis.com

Source:

FIXED AND MOBILE CONNECTIVITY BOOM

FIXED BROADBAND EVOLUTIONNumber of subscribers

0

2

4

6

8

10

12

14

16

Q42014 Q42015 Q42016 Q42017 Q42018

Mil

lio

n

MOBILE BROADBAND EVOLUTIONNumber of subscribers

131

177

218

255

304

0

50

100

150

200

250

300

350

2014 2015 2016 2017 2018

Mil

lio

n

www.dataxis.com

Source:

Cable internet

xDSL

Fixed wireless broadband

Fttx internet

3G 4G Mobile broadband

BEGINNING OF OTT CONTENT DISTRIBUTION

Showmax

Netflix

Iroko

Others

SVOD AND PAY STREAMING SERVICES% Market share by operator

▪ DATA AFFORDABILITY AND AVAILABILITY

▪ PAYMENT METHODS

▪ QUALITY CONTENT

▪ LONG TERM FUNDING

OTT EXPANSION KEY ISSUES

▪ DISTRIBUTION

▪ PIRACY

www.dataxis.com

Source:

CONCLUSION - FORECASTS

0

50

100

150

200

250

300

350

2018 2019 2020 2021 2022 2023

Mil

lio

n

FTA HOUSEHOLDS PAY TV HOUSEHOLDS

HOUSEHOLDS STREAMING SERVICES

DTHTerrestrial TV

TV FORECASTSNumber of households

TECHNOLOGY SPLIT FORECASTFTA AND PAY TV - 2023

www.dataxis.com

Source:

OVERVIEW OF THE TV AND BROADCASTING IN AFRICA:

Roadmap for the coming years

Thibaud DE ROHAN-CHABOTBusiness Development Director

BROADPEAK

MULTI TV

Santokh SINGHManaging Director

VIU AFRICA

Ryan SOLOVEICountry Manager

EUTELSAT

Christoph LIMMERSenior Vice President, Global

Business Development Video

Milton NkosiCorrespondent

BBC WORLD NEWS

MODERATOR

#nextvceoafrica

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

0

20 000

40 000

60 000

80 000

100 000

120 000

140 000

2018 2019 2020 2021 2022 2023

Th

ou

sa

nd

OTT IPTV Cable Terrestrial DTH

OVERVIEW OF THE TV AND BROADCASTING IN AFRICA:

Roadmap for the coming years

EVOLUTION OF TV TECHNOLOGY SPLIT FTA and PTV, in thousands HH/subscribers

0.8%

48.3%

1.4%

49.0%

0.5%

TV TECHNOLOGY SPLITin 2023

ONE-TO-ONE SESSION: KWESÉ IFLIX

Mayur PATELCEO

KWESÉ IFLIX

#nextvceoafrica

Rhys TorringtonCEO

2GWANA MEDIA

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

EVOLUTION OF MOBILE BROADBAND SPLIT GENERATION

Million subscribers

256 278 297 317 338 358

63

93

126

162

198

235

0

100

200

300

400

500

600

700

2018 2019 2020 2021 2022 2023

Mil

lio

n

3G subscribers 4G subscribers

ONE-TO-ONE SESSION: SES

Clint BROWNVice President - Sales & Market

Development SES Video, Africa

SES

#nextvceoafrica

Priscilla TIRVENGADUMHead of Events

DATAXIS

MODERATOR

ONE-TO-ONE SESSION: BBC

Milton NKOSICorrespondent

BBC WORLD NEWS

#nextvceoafrica

Joel CHURCHERVP & General Manager Africa

MODERATOR

BBC Studios

ONE-TO-ONE SESSION: INTELSAT

Christell MEYERSenior Key Account Director

INTELSAT

#nextvceoafrica#nextvceoafrica

Priscilla TIRVENGADUMHead of Events

DATAXIS

MODERATOR

CHANGING MEDIA LANDSCAPE : Private TV on the rise !

Andrew HANLONChief Executive & MD

TVC COMMUNICATION

NIGERIA

KANA TV - ETHIOPIA

Elias SCHULZEExecutive Chairman & Co- ounder

#nextvceoafrica

Hamid OUDDANECEO

BABELEYE

Guiding Your Audiences

HABESHA VIEW TV

Michael MACKONENManaging Director

Krestin HARRINGTONBroadcast Journalist

DEUTSCHE WELLE

MODERATOR

TELEVISION ADVERTISING IN AFRICA :

Looking at the needs of the buyers

MONDELEZ

INTERNATIONAL

Langa KHANYILEChocolate Equity Lead

Middle East & Africa

HAVAS WORLDWIDE

SOUTH AFRICA

Lynn MADELEYChief Executive Officer

BLU FLAMINGO DIGITAL

Seanice LOJEDEGroup CEO & Co-Founder

Myke MWAIContent Marketing and Brand

Development

STARTIMES AFRICA

#nextvceoafrica

Toyin OYEKANMI Head of South African Bureau

AFRICAN LEADERSHIP

MAGAZINE

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

705749

723694

757

843

0

100

200

300

400

500

600

700

800

900

2013 2014 2015 2016 2017 2018

Mil

lio

n

FTA REVENUES HISTORY

in million USD

C

M

Y

CM

MY

CY

CMY

K

Logo AngolaCables Baixo 2Linhas CMYK.pdf 1 10/09/14 09:54

António NUNESManaging Director

ANGOLA CABLES

#nextvceoafrica

Sa Eva NÉBIÉSenior Analyst

DATAXIS

MODERATOR

ONE-TO-ONE SESSION: ANGOLA CABLES

ONE-TO-ONE SESSION: TELONE

Chipo MTASAManaging Director

TELONE

#nextvceoafrica

Rhys TorringtonCEO

2GWANA MEDIA

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

0

2 000

4 000

6 000

8 000

10 000

12 000

14 000

16 000

Totalpopulation

3Gsubscribers

4Gsubscribers

Th

ou

san

ds

0

500

1 000

1 500

2 000

2 500

3 000

3 500

4 000

Total number ofhouseholds

Households withaccess toelectricity

Households with awireline internet

subscription

Th

ou

san

ds

OVERVIEW OF HOUSEHOLDS EQUIPMENT

in 2018

OVERVIEW OF MOBILE BROADBAND ACCESS

in 2018

ONE-TO-ONE SESSION: TELONE

BROADCASTER BUILDING A DIGITAL STRATEGY FOR YOUTUBE

YOUTUBE

Addy AwofisayoYouTube Content Partnerships, Sub

Saharan Africa

#nextvceoafrica

Sa Eva NÉBIÉSenior Analyst

DATAXIS

MODERATOR

14th, 15th & 16th May 2019African Pride Arabella Hotel & Spa

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Organised by

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SHAPING THE FUTURE MEDIA VALUE CHAIN TOGETHER

Welcome to Nextv CEO Africa 2019 – Day3

ONE-TO-ONE SESSION: STARTIMES

John Yan QIONGCEO

STARTIMES

SOUTH AFRICA

#nextvceoafrica#nextvceoafrica

Priscilla TIRVENGADUMHead of Events

DATAXIS

MODERATOR

BUILDING A FTA DTH POSITION

Clint BROWNVice President – Sales & Market

Development SES Video, Africa

SES DISCOVERY

Amanda TURNBULLVice President and General Manager

Middle East & Africa

Ziyanda MNGOMEZULUGeneral Manager -Group Content Services

E.TV

#nextvceoafrica

Santokh SINGHManaging Director

MULTI TV GHANA

Rhys TorringtonCEO

2GWANA MEDIA

MODERATOR

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

19 22 24 26 29 32

1920

2223

2426

0

10

20

30

40

50

60

70

2018 2019 2020 2021 2022 2023

Mil

lio

n

FTA households PTV subscribers

EVOLUTION OF THE SATELLITE TV MARKET

ONE-TO-ONE SESSION: DEUTSCHE WELLE

Claus STÄCKERHead of Programming for Africa

DEUTSCHE WELLE

#nextvceoafrica

Marie BEYERResearch Analyst

DATAXIS

MODERATOR

FOCUS SOUTH AFRICA:

Public and private Broadcasters – key issues?

#nextvceoafrica

Rhys TorringtonCEO

2GWANA MEDIA

MODERATOR

SABC

Renee WILLIAMSExecutive: Strategy, Mergers &

Acquisitions, and Innovation

E.TV

Ziyanda MNGOMEZULUGeneral Manager

Group Content Services

Fikile HLONGWANESenior Manager ICT Licensing

Services

ICASA

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

57,7

16,6

13,8

62,1

18,1

15,8

0 10 20 30 40 50 60 70

Population

Number of households

TV households

2023 2018

DEMOGRAPHICS OF SOUTH AFRICA:

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019AFRICAN PUBLIC BROADCASTERS: how to enter the digital world?

Nirvana SINGHManager: Industry Development

SABC TV CONTENT KENYA BROADCASTING CORPORATION

Charles MUNGAIChief Digital strategist

Patrick MAVHURAChief Executive Officer

ZIMBABWE BROADCASTING

CORPORATION

#nextvceoafrica

Rhys TorringtonCEO

2GWANA MEDIA

MODERATOR

Sahifoulaye KONEDigital Director

RADIODIFFUSION TELEVISION IVOIRIENNE

www.dataxis.com

Source:

#nextvceoafrica

14th, 15th & 16th May 2019

705749

723694

757

843

0

100

200

300

400

500

600

700

800

900

2013 2014 2015 2016 2017 2018

Mil

lio

nFTA revenues history in million USD

705749 723 694

757

843

258255

235229

244

270

0

200

400

600

800

1000

1200

2013 2014 2015 2016 2017 2018

Mil

lio

n

TV Public funding

MOBILE OPERATORS GOING OTT TV & VIDEO

Stephen WATSONFounder & Managing Director

DEOD VODAFONE GHANA

Jojo Chartei QUANSAHData & VAS Manager

Geir BJORNDAL VP International Strategy

VERIMATRIX

#nextvceoafrica

Benjamin OKOROAFORCEO

PIPUL TV

Mirian DA SILVABroadcast Manager

LIQUID TELECOMLara UTIAN-PRESTONJournalist

SCREEN AFRICA

MODERATOR

ONE-TO-ONE SESSION: FACEBOOK

Jocelyne Muhutu-RemyStrategic Media Partnership Manager

Sub-Saharan Africa

FACEBOOK

#nextvceoafrica

Milton NkosiCorrespondent

MODERATOR

BBC World News