Pay TV and OTT Video in Western Europe: Trends and Forecasts 2020-2025

"The COVID-19 pandemic has accelerated existing trends: the traditional pay-TV retail revenue fell by EUR1.4 billion in 2020 and the prospects for third-party OTT video have improved."

The COVID-19 pandemic has significantly affected the pay-TV and OTT video markets in Western Europe: the disruption to live sports has contributed to a 5% year-on-year decline in traditional pay-TV ASPU in 2020. However, net retail revenue for operators will grow by EUR3.3 billion between 2020 and 2025, compared to EUR15.2 billion for third-party OTT providers.

This report provides:

• forecasts for the number of pay-TV households and services, the number of premium OTT video users, their retail revenue (spend) and average spend per user (ASPU)

• forecasts split by pay-TV platform: cable (analogue and digital), IPTV, pay DTT, satellite and operator OTT; operator OTT and third-party OTT are split by category of OTT video service - linear channels, linear events, TVoD (rental), TVoD (ownership) and SVoD

• forecasts for 16 individual countries and Western Europe as a whole, with additional in-depth coverage for 5 countries.

Geographical coverage and key metrics:

Table of Contents

• Executive summary
• Regional trends
• Country
• level trends
• Forecast methodology and assumptions
• About the authors and Analysys Mason