1. Executive Summary
 1.1. Central role of the PC
 1.2. Mobile’s first tentative forays
 1.3. Early days on other devices
 1.4. How channels are rising to the quadruple-screen challenge

2. Methodology

3. Changing viewing habits
 3.1. Rise of time-shifted viewing
 3.2. Accessing content on new screens
 3.3. Competing with the Web and other types of content for viewers’ time
 3.4. A shift to ubiquitous roaming?

4. Channels’ necessary adaptation to changing habits
 4.1. Big channels losing viewers
 • Overall viewership holding steady...
 • ... but decreasing in certain target markets
 • Top generalist channels the victims of audience fragmentation
 4.2. Increasing pressure on the TV advertising market
 • Phenomenon linked to the current economic climate amplifying the structural decline
 • Varying impact depending on the type of channel
 • The Internet’s ongoing momentum likely to interest TV channels whose growth rates have flattened
 4.3. Reacting to a saturated pay-TV customer base
 • The sector’s misleading growth
 • Churn and/or customer acquisition rates tending to rise
 
5. Strategies being deployed by the channels
 5.1. Synthesis
 5.2. Public broadcasters
 5.3. Commercial broadcasters
 5.4. Pay-TV providers

• How are channels reacting to rapidly changing viewing habits?

• What roles are the computer and the mobile playing in the distribution of video content?

• What of the fourth screen? What role do mobile devices play in TV channels’ strategies?

• Does a quadruple screen strategy hold the same appeal for public, commercial and pay-TV channels?

• What are the main services and content on offer? How do the different platforms complement, copy and compete with one another?

> This report is part of IDATE’s World Next Gen TV Market watch service which includes a database, spotlight reports, monthly insights and a hotline

Tables

Table 1: TV channels’ presence on the computer 
Table 2: TV channels’ presence on mobiles 
Table 3: TV channels’ presence on other devices (connected televisions, home and handheld
               game consoles, portable media players...) 
Table 4: Change in average TV viewing time in France 
Table 5: Change in TV channels’ ad revenue in the main Western markets between 2006 and
                2014 
Table 6: Evolution of the churn rate for a selection of pay-TV providers
Table 7: Growth of customer acquisition costs 
Table 8: Comparison of TV channels’ main paths of diversification 
Table 9: Public broadcasters’ strategic positioning for each screen 
Table 10: ARD and ZDF’s TV revenue 
Table 11: Breakdown of ZDF’s revenue 
Table 12: Average annual audience share for the BBC’s main channels 
Table 13: Share of turnover generated by the BBC’s diversified activities
Table 14: Breakdown of the revenue earned by the BBC’s "Digital Media" division, by activity 
Table 15: France Televisions group’s revenue structure 
Table 16: Average annual audience share for the RAI’s three main channels 
Table 17: Breakdown of the RAI group’s revenue 
Table 18: Revenue generated by the RAI group’s online activities 
Table 19: Commercial broadcasters’ strategic positioning for each screen 
Table 20: Share of the Walt Disney Company’s turnover generated by its diversified activities 
Table 21: Average annual audience share for Antena 3 
Table 22: Share of the Antena 3 group’s revenue generated by TV
Table 23: Share of Antena 3 TV revenue generated by the company’s diversified activities
Table 24: Percentage of News Corp. revenue generated by its TV business
Table 25: Growth of ITV’s average annual audience share  
Table 26: Share of ITV’s turnover generated by its diversified activities
Table 27: Breakdown of the ITV group’s online revenue
Table 28: Average annual audience share for channels M6 and W9 
Table 29: Breakdown of the M6 group’s revenue 
Table 30: Percentage of the M6 group’s diversified revenue generated by its Interactivity division 
Table 31: Share of turnover generated by the Mediaset’s diversified activities 
Table 32: Revenue and ARPU generated by Mediaset’s Premium On Demand service 
Table 33: Percentage of General Electric’s total revenue generated by NBC Universal 
Table 34: Breakdown and location of ProSiebenSat1 revenue 
Table 35: Share of ProSiebenSat1 turnover generated by its diversified activities 
Table 36: Average annual audience share for the RTL group’s main channels 
Table 37: Percentage of the group’s revenue generated by its TV business 
Table 38: Percentage of the group’s total TV and radio revenue that is generaetd in Germany 
Table 39: Revenue generated by Mediengruppe RTL Deutschland  
Table 40: Percentage of the TF1 group’s revenue generated by TV advertising 
Table 41: Breakdown of the TF1 group’s broadcasting revenue in France 
Table 42: Pay-TV providers’ strategic positioning for each screen 
Table 43: Growth of Canal+ subscribers and churn rate 
Table 44: Growth of the Canal+ channel’s average annual audience share 
Table 45: Share of Canal+ turnover generated by the group’s diversified activities 
Table 46: HBO subscriber numbers and the network’s rate of penetration in TV households
                 in the US
Table 47: Share of Time Warner revenue generated by its TV networks  
Table 48: Breakdown of the Time Warner group’s TV networks’ revenue 
Table 49: Quarterly growth of Sky Deutschland ARPU 
Table 50: Breakdown of the Sky Deutschland group’s revenue 
Table 51: Growth of Sky Italia subscribers and churn rate 
Table 52: Percentage of News Corp revenue generated by diversification 
Table 53: Breakdown of the Sky group’s revenue 

***

Figures

Figure 1: PVR penetration rate in TV households in the United States, France and the UK 
Figure 2: Growth in the number of on-demand audiovisual media services in Europe, by type
                of network
Figure 3: Evolution in average live and time-shifted viewing time in the United States
Figure 4: Growth of catch-up TV users in France 
Figure 5: Growth of of the number of programme reruns on the main catch-up TV services  
                in France, in 2009 
Figure 6: Evolution of online and mobile video viewing in the United States 
Figure 7: Growth of 3G mobile subscriber numbers in Europe and in the United States 
Figure 8: Growth of the number of subscribers equipped to receive mobile broadcast TV in   
                Europe and in the United States 
Figure 9: TV and video-compatible iPod Touch, PSP Go and Archos 8 Home Tablet devices 
Figure 10: Growth of the number of monthly UV coming from the United States on Facebook,   
                  MySpace and Twitter 
Figure 11: Growth of the number of monthly unique page views and videos watched 
Figure 12: Number of videos and subscribers to the YouTube channels operated by the main TV
                  networks in the United States, the UK and Spain
Figure 13: Comparative growth of media and non-media on the Internet in the United States and
                  in Europe 
Figure 14: Growth of the number of people in the United States who use their mobile phone 
                  to watch videos: 2008-2009 
Figure 15: The most popular mobile TV channels on Orange UK, Q4 2009 
Figure 16: The most downloaded mobile videos on Orange UK, Q4 2009
Figure 17: Survey result: How interested are you in mobile TV and video? 
Figure 18: Survey result: Have you used your carrier's mobile TV and/or video service? 
Figure 19: Impact of the iPhone on mobile Internet use in the United States 
Figure 20: Comparison of the use of advanced servcies by iPhone users, smartphone users and   
                  all mobile users combined in the UK, January 2009 
Figure 21: Growth of mobile IP traffic, 2008-2013 
Figure 22: iPhone sales by country 
Figure 23: The iPhone’s share of the smartphone segment, by country 
Figure 24: iPhone applications that offer video from the top American TV networks 
Figure 25: Evolution of the total TV audience in the main European markets 
Figure 26: Evolution of the top TV channels’ audience share in the main European markets 
Figure 27: Evolution of the respective share of national advertising monies allocated to
                   television, the Internet and other media, by country 
Figure 28:  Number of videos delivered on the BBC iPlayer service per month,   
                   January 2008-December 2009 
Figure 29:  Average annual audience of the France TV group’s main channels 
Figure 30: Growth of online ad revenue generated by the itv.com portal 
Figure 31: Positionnement des sites Internet du groupe RTL in Germany 
Figure 32: Comparison of the average annual audience share for TF1 and free to air   
                    DTT channels in France 
Figure 33: Evolution of the TF1 group’s TV ad revenue
Figure 34: Number of unique page views a month for a selection of the TF1 group’s URLs
Figure 35: Sky satellite pay-TV subscribers in the UK and in Ireland
Figure 36: Sky’s annual churn and ARPU