Perte de Telstra totalement compensée 1 année après!!! (au juillet 2015)

(31 JUILLET 2015)

Après un T1 en léger recul de 2%, et malgré un fort effet négatif lié à l’arrêt total des livraisons de box pour Telstra en Australie, Netgem continue de montrer une bonne résilience de son activité avec un CA T2 stable. La perte du client australien est donc totalement compensée par: 

1. le bon démarrage de la nouvelle offre développée avec le l’opérateur mobile tier1 EE au UK, et
2. la bonne tenue des offres en Europe (Irlande, Pologne, Finlande), au Mexique et en Asie.

Le résultat opérationnel courant ressort à -0.6 M€vs. 0.2 M€. En dépit de la bonne maîtrise des charges opérationnelles (-18%), la rentabilité a été principalement impactée par :

• la baisse de 22% de la marge brute à 11.6 M€ suite à l’évolution du modèle économique, désormais axé vers un mode Saas (facturation proportionnelle à l’évolution de la base d’abonnés actifs), 
• l’effet négatif de la hausse du dollar, qui devrait moins affecter les résultats au S2 après la renégociation de la majorité des contrats, et 
• des coûts de restructuration de 0.9 M€ liés à la réorganisation et la fermeture de magasins Videofutur en France (mutation vers la VOD).

Pour une capacité d’autofinancement nulle, la variation négative de BFR* de 7 M€et le paiement de dividendes pour 5.9 M€ impactent la position de cash net du groupe qui ressort à fin juin à 25.9 M€(vs. 40.7 à fin décembre et 42.3M€à fin juin 2014). 

Cette situation traduit l’évolution du business model vers un mode Saas (facturation proportionnelle à l’évolution de la base d’abonnés actifs), et aussi l’allongement des délais de paiement des opérateurs télécoms. Le management indique que le BFR sera significativement réduit au S2, avec la mise en place de mesures d’adaptation."

* Besoin en fonds de roulement (BFR) = actif circulant (stocks + créances clients) – passif circulant (dettes fournisseurs + dettes fiscales + dettes sociales + autres dettes non financières).

Source:

http://bourse.lesechos.fr/valeurs-moyennes/valeurs-du-jour/flashs-analystes/poursuite-d-une-bonne-resilience-du-ca-au-t2-resultats-impactes-par-la-baisse-de-la-mb-oddo-nextcap-1072111.php

Netgem dans la "Cloud" TV...! STBs croissance au 2015...

Une architecture innovante pour la Maison Connectée

"Netgem a mis au point une solution qui ajoute à la simplicité du Cloud informatique les bénéfices de l’Electronique grand public.

...Dans cette architecture, les décodeurs deviennent des serveurs locaux, pouvant mélanger différentes sources de contenus dans une expérience de TV intégrée et fluide pour l’utilisateur, tout en permettant de gérer les services de l’opérateur dans le foyer. C’est ce que nous appelons le nCloud...."

* * *

(July 30, 2015)
Streaming Dongles to Top 27 Million by 2019

"...IHS (NYSE: IHS) today reported that unit shipments of set-top boxes (STBs) worldwide improved 2 percent sequentially in the first quarter of 2015 (1Q15), and were up 3 percent from the year-ago first quarter, according to the IHS Infonetics Set-Top Boxes report. 

“We expect unit shipments of set-top boxes to improve in 2015, but price competition for higher-end devices and growth among less expensive boxes for emerging markets will bring revenue down for the year,” said Jeff Heynen, research director for broadband access and pay TV at IHS.  ..."

Annonce de nouveaux clients pour, bientôt ...! (CA H1 2015)

Annonce de nouveaux clients bientôt, pour un service semblable au de EE TV ...!!!

Lire (30 JUILLET2015):

Résultats du 1er semestre 2015
"(...) Stratégie et perspectives
"(...) Au­delà du succès anglais, cette approche (EE TV modèle)a été testée avec succès en France et en Australie, avec la conquête de premiers opérateurs locaux. Elle sera progressivement étendue géographiquement.(...)"
"(...)Au cours du semestre, le Groupe a démontré la bonne performance de sa base de clients actuelle. Le Groupe s’attend à ce que cette tendance favorable se poursuive au 2ème semestre, générant une croissance de l’activité en année pleine."

2015 First Half Results 
"(...) Strategy and outlook
(...)  Beyond the UK success, this approach has been successfully tested (EE TV model) with first customer wins in France and Australia and will be gradually extended to other markets (...)"
"(...)First half year results demonstrate the good performance of the current customer base. Netgem expects this favourable trend to continue in the second half of the year, resulting in positive growth on a full year basis.(...)"

==> Fantôme Telstra a été totalement éclipsé au 2015 ...!!!
Chiffre d’affaires trimestriels 2014-2015:
CA T1 2014: 19 MEur
CA T2 2014: 17 MEur
CA T3 2014: 21 MEur
CA T4 2014: 14 MEur

CA T1 2015: 19 MEur
CA T2 2015: 18,3 MEur


Chiffre d’affaires annuelles 2011-2015:
Total_CA 2011: 85 MEUR
Total_CA 2012: 81 MEUR
Total_CA 2013: 82 MEUR
Total_CA 2014: 71 MEUR
Total_CA 2015: >71 ?! MEUR

Set top boxes will last for a long, long time !!!

(28 JUILLET 2015)

"A new study Set Top Box Market Shares, Strategy, and Forecasts, Worldwide, 2012 to 2018. "

(...) Gateways will be used to implement multiple device access in the home in some cases.

Cloud systems proliferate.

According to Susan Eustis, lead author of the study, "Set top boxes bring Internet to the home. They are evolving the capability to be used by the cable and TV entertainment industry to deliver Internet services.

(...) Set top boxes will last for a long, long time with the addition of Internet access capability. The issue is whether bringing Internet protocol (IP) to the set top box will destroy the proprietary bundling of channels for TV.

The value of bundling is likely to create persistence of the cable industry business model as it exists now.

Bringing IP to the TV set is not significantly different than having the Intent available on the PC or cell phone. IP TV brings more content, particularly health services as new content, but it is not anticipated to disrupt the existing bundled channel services entertainment and sports model that cable providers bring now.

Set top box dedicated device markets at $8.7 billion in 2011 are anticipated to reach $15.6 billion by 2018 as next generation gateways and cloud computing are introduced to manage Internet connectivity to HD TV devices in the home. (...)"

source:
http://www.whatech.com/market-research/it/79056-set-top-box-market-will-reach-15-6-billion-by-the-end-of-2018

Croissance du haut débit, continue "tirée par EE TV"

(27 Juillet 2015)

EE INTERIM RESULTS FOR 6 MONTHS ENDED 30 JUNE 2015

" (...)

EE continue l'innovation des produits et la croissance de la clientèle d'entraînement de la stratégie de cross-selling:

==> Stratégie cross-selling succès et EE TV (...)


Nos clients: Croissance postpayés soutient clients augmentation des recettes d'exploitation:

=> Accueil croissance du haut débit, tirée par EE TV, continue à devancer le marché. En Q2, les revenus fixes a augmenté de 18% en glissement annuel, le 14e trimestre consécutif de croissance, avec 35k fixe filet de large bande ajoute ajouté. Notre base de MVNO atteint 3,7 millions, en hausse de 1,3% en glissement annuel, portant le nombre total de connexions au réseau d'EE à 30,9 millions.

(...)"


(==> EE adds 50K home broadband subscribers in Q1 2015
==> EE adds 35K home broadband subscribers in Q2 2015)

Source:
http://ee.co.uk/our-company/newsroom/2015/07/27/EE-Interim-Results-for-6-Months-Ended-30-June-2015

eVision TV, by Eircom, this summer !

MTG strong sales, by Viaplay !!

(July 21, 2015)

==> MTG, avec de fortes ventes, de ses Viaplay, offre à la demande, et la croissance IPTV,

"Modern Times Group’s (MTG) second-quarter performance was lifted by strong sales from its Viaplay on-demand offering and IPTV growth, which offset declines across its satellite and cable pay TV arms."

Source:
http://www.digitaltveurope.net/400451/mtg-lifted-by-viaplay-highlights-continued-uncertainty-on-russia/

--- --- ---
(July 21, 2015)

Record Q2 sales, digital acquisitions & ongoing transformation !  (Q2 2015 Interim report January−June)

" (...) Viaplay is set for further growth following new partnerships with the likes of Apple TV, Nextgentel and 3, and we have also now secured a number of long term multi-platform content deals for the likes of NHL ice hockey in the Nordics and Champions League football in the Baltics and Finland. Thanks to our healthy financial position and cash generative operating model, we will continue to expand our digital operations and consolidate our market positions, but also balance this with ongoing actions to mitigate the adverse currency effects that we continue to face. (...)"


A lire aussi:
--- -------
(July 20th, 2015)

MTG invests in Europe’s largest MCN

"MTG has acquired 51% of Zoomin.TV, the 5th largest MCN in the world, with 100 million subscribers worldwide on YouTube.(...)"

(Viaplay is part of Modern Times Group (MTG))

(http://www.netgem.com/viaplay.php)

source:
http://www.iptv-news.com/2015/07/mtg-invests-in-europes-largest-mcn/

Netia’s purchase of TK Telekom approved !!!

(10 Jul 2015)

Netia’s purchase of TK Telekom approved  !!!

Polish alternative telco Netia says that the country’s Office of Competition and Consumer Protection (UOKiK) has approved its proposed acquisition of 100% of the shares in backbone network provider TK Telekom from Poland’s national rail operator PKP Group. In a statement on its website, Netia said that as a result of the clearance ‘the Management Board of Netia informs that conditions concerning the material preliminary agreement concluded between the issuer as the buyer and PKP as the seller, resulting in an obligation to conclude the promised agreement to sell 100% shares in the company TK Telekom, have been fulfilled’. Netia signed a preliminary agreement to acquire TK Telekom earlier in May, with the PLN221 million (USD58 million) transaction to be financed via available credit lines. 

TK Telekom owns and operates a transmission network consisting of nearly 30,000km of cabling, connecting more than 300 towns nationwide.

Source:
www.telegeography.com


* * *   * * *   * * *   * * *   * * * 
Rapeller:

(May 14, 2015)
"...BROADBAND, TV & MOBILE SERVICES

TV AND CONTENT SERVICES
==> Netia’s TV services reached 145k at March 31, 2015 (+14% YoY, +6% QoQ).

(...)
==> TV penetration has now reached a satisfactory 35% of the on-net broadband base and the key objective for 2015 is to increase TV sales to completely new customers for Netia, both over upgraded NGA networks and over the former Aster cable TV network acquired by Netia in 2014. <==

(Aster’s cable networks in Warsaw and Krakow reached around 314,000 and 106,000 homes respectively and Netia’s offer is initially being made available to 175,000 and 40,000  respectively)"

http://www.broadbandtvnews.com/2014/08/21/netia-launches- cable-service/

Netflix inside of new additional 4 million households

Netflix, potentially inside of new 4 million active households worldwide, by Netgem TV Platform !!!

Remember that Netgem is present in Europe, Asia and South America with over 4 million active households worldwide. (4 million IP STB in 15 countries)

==> Read:
(July 14th 2015)

"(...) TotalPlay is a fibre-to-the-home (FTTH) provider and part of Grupo Salinas owned by Mexican billionaire Ricardo Salinas. FTTH enables Totalplay to compete strongly on QoS (Quality of Service) with rival operators with the hope that ability to deliver Netflix premium offerings incorporating HD and ultra HD content with guaranteed QoS will help entice more TV customers as part of its ambitious fibre expansion plans. The operator in February 2015 announced it would invest $400 million for the extension of its fibre footprint to a total 22 cities, enabling TotalPlay to pass 6 million homes by the end of 2016. Currently it has just over 200,000 residential subscribers and 50,000 corporate clients.

Meanwhile Netflix also has ambitious plans for Telco TV, with Thevenot indicating it will soon extend the Netflix option to other TV customers. Thevenot himself joined Netgem in April 2015 from EE Broadband, which he had transformed into the fastest growing ISP in the UK following the launch of EE TV in October 2014. He is now heading Netgem PVX, which is the company’s London based unit specializing in Telco customers. This is the spearhead of Netgem’s drive to refocus from being a platform or set top box vendor to providing ‘TV as a service', with more personalization and a richer range of content. This new model, which has already delivered in the case of Elisa TV and Totalplay, is aimed at helping Telcos compete within their sector as well as with cable operators for triple or quad play customers especially, by reducing time-to-market and accelerating innovation across both TV and mobile platforms.

While extending Netflix to other customers Netgem will also bring other OTT content to its platform, according to Thevenot. “We are always looking to add to the Netgem On demand/OTT hub,” said Thevenot. “Look at how the EE TV content hub, which started with Wuaki, YouTube and BBC iPlayer among others, has continuously grown since launch and recently added NOW TV from Sky. We will be adding even more soon.”


Source:
https://www.thebroadcastbridge.com/content/entry/3231/netgem-delivers-netflix-to-its-telco-customers?cat_id=7:

Totalplay + Netflix = TV direct !!!

(14 JUILLET 2015)

"Si vous avez Totalplay, bénéficie Netflix, directement à votre téléviseur!"

* * *

A Rapeller:

JUN 26, 2015

"Totalplay a annoncé qu'il participera à titre d'actionnaire dans le projet de OneWeb de construire un système de communication qui va fournir des services à large bande à l'échelle mondiale.

Parmi les entreprises qui participent à l'initiative sont Airbus Group, Bharti Enterprises, Hughes Network Systems, une filiale d'EchoStar Corp, Intelsat, Qualcomm Incorporated, Coca-Cola Company et Virgin Group.

Le projet, qui débutera ses activités en 2019, a soulevé 500 millions de dollars de fonds de mettre 900 satellites en orbite basse de la Terre qui fournira haut débit aux foyers et organisations avec un service limité ou pas de service dans plus de 50 pays.

À travers une déclaration, Totalplay révélé que cherche la possibilité d'offrir le haut débit OneWeb haute vitesse au Mexique et d'autres pays d'Amérique latine ..."

Sources:

http://eleconomista.com.mx/industrias/2015/06/26/totalplay-se-suma-proyecto-oneweb

http://www.cnnexpansion.com/negocios/2015/06/25/totalplay-se-une-a-oneweb-para-promover-banda-ancha

Netflix aims OneWeb ?! (via totalplay...STB...Latin America)

1. Totalplay, OneWeb to Provide Global Broadband 

Services

(July 2, 2015) Totalplay, a Grupo Salinas company, and Mexico's most innovative triple play services offering direct-to-home fiber optics, announced recently that it participates as a shareholder in OneWeb's project to build a communications system to provide with broadband services on a global level. Other companies investing in the project are Airbus Group, Bharti Enterprises, Hughes Network Systems, a subsidiary of Echostar Corp., Intelsat, Qualcomm Incorporated, the Coca Cola Company and Virgin Group.

The project that will start operating in 2019, consists of 900 low earth orbiting satellites that will provide high speed Internet access to unserved or underserved households and businesses in over 50 countries. Totalplay is looking forward to the opportunity to distribute the OneWeb's high speed broadband service throughout Mexico and other countries in Latin America. (...)"

Source:

http://www.telecomintel.com/business-news/41894-totalplay-oneweb-to-provide-global-broadband-services.html

2. Putting Netflix on the STB imperative, getting easier with new solutions

(July 7, 2015) 

"It’s no secret that Netflix wants to get on pay TV operator set-top boxes, and slowly operators are beginning to realize this could be in their best interests. However, getting Netflix on the STB can be struggle. New solutions are coming to market that should make it a breeze.

(...)

To that end, Netgem announced today that Netflix has been added to its Internet TV platform. Using the solution, operators can integrate TV service with IPTV and OTT services delivered in an HTML5 framework. The solution also supports network DVR, catch-up and restart services.

The Netgem platform, including Netflix, has already been deployed at two operators. In Mexico City, one of the leading providers of fiber broadband is Totalplay, that now integrates Netflix with its TV service on the set-to box. (...)"

Sources:

http://www.nscreenmedia.com/putting-netflix-on-the-stb-imperative-getting-easier-with-new-solutions/

http://www.netgem.com/datas/media/1436339209_Netflix%20released%20on%20the%20Netgem%20Platform-FINAL.pdf

Netflix added to Netgem’s TV Platform - live in the Nordics and Latin America

London, United Kingdom – July 8th 2015

NEW !

Netflix added to Netgem’s TV Platform, 
service is now live in the Nordics and LatinAmerica 


Netgem today announced a major content upgrade to its Internet TV platform with the addition of Netflix. The new service is already available in Finland with Elisa TV, and Totalplay in Mexico, for an initial reach of over 400,000 subscribers.

The Netgem TV service integrates broadcast TV with IPTV and HTML5 OTT content to deliver a complete TV experience on big screens and mobile devices, inside and outside the home, and offers advanced capabilities such as Network PVR, Timeshift, Catch-up TV or Restart.

Netgem, the leading provider of Telco TV delivers the service as a bespoke solution, or offers a fully managed service to all operators.
Totalplay is a leading fiber-to-the-home operator in Mexico City and other large Mexican cities. TV services are an integral part of the 3-play offering, and Netflix is a critical option for Totalplay customers.

Elisa, the Finnish telecommunications, ICT and online service company serves 2.3 million customers. The Netflix integration into the Netgem platform improves the experience for Elisa customers with straightforward access to live and on demand without having to move from one service to another.

“Netgem TV platform is trusted by all Hollywood studios, and major OTT brands such as BBC, YouTube or Sky TV. Netflix is a major addition,” said Joseph Haddad, CEO of Netgem. “This is in line with our strategy of becoming the video entertainment services provider of choice to fixed and mobile operators around the world. We are also the partner of content owners, extending their asset monetisation. We are proud that two innovative operators such as Totalplay and Elisa TV are integrating Netflix into their TV services with us.” 



--- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- --- 
Does Neflix looks at Oneweb, via totalplay ?!

To remember: 
(July 2, 2015 )

1. "Totalplay, OneWeb to Provide Global Broadband Services"

"Totalplay, a Grupo Salinas company, and Mexico's most innovative triple play services offering direct-to-home fiber optics, announced recently that it participates as a shareholder in OneWeb's project to build a communications system to provide with broadband services on a global level. Other companies investing in the project are Airbus Group, Bharti Enterprises, Hughes Network Systems, a subsidiary of Echostar Corp., Intelsat, Qualcomm Incorporated, the Coca Cola Company and Virgin Group.

The project that will start operating in 2019, consists of 900 low earth orbiting satellites that will provide high speed Internet access to unserved or underserved households and businesses in over 50 countries. Totalplay is looking forward to the opportunity to distribute the OneWeb's high speed broadband service throughout Mexico and other countries in Latin America. (...)"

2. "Putting Netflix on the STB imperative, getting easier with new solutions"

"(...)The Netgem platform, including Netflix, has already been deployed at two operators. In Mexico City, one of the leading providers of fiber broadband is Totalplay. Netflix has been launched in the Mexican market since September 2011 and has over a million subscribers. Many of those are also Totalplay customers, and count both services as essential parts of their regular TV diet. Totalplay now integrates Netflix with its TV service on the set-to box.

This is a double win for Totalplay customers. The company tops Netflix’ rankings of ISPs in Mexico. Not only do subscribers get an integrate TV and Netflix experience, they also get the best quality experience of the Netflix content.

Elisa is a Finnish operator that has also integrated Netflix using the Netgem TV platform. Taken together, Elisa and Totalplay have 400,000 subscribers using the new Netgem integrated solution.

"(...) The pressures to deploy a flexible TV platform are mounting for pay TV operators. By the end of the year, nearly 40% of US households will have Netflix. And for most the only way to watch the service is to switch to another TV input. This situation is likely to get much worse. By 2018 there could be as many as 60% of households with at least one SVOD subscription. Having the ability to integrate these into the set-top box alongside traditional television is becoming a critical issue for operators.

Why it matters

With Netflix penetration nearing 40% in the US and other countries, pay TV subscribers are spending increasing amounts of time outside the operator experience.

This is a dangerous situation for operators who risk losing ppv sales, and ultimately subscribers, to OTT services.

Operators need a flexible TV platform that allows them to integrate TV and OTT services in a unified experience. (...)"

Nouvelle partenariat, Netflix & Totalplay !

(6 juillet 2015)

Totalplay inclut Netflix sur sa plate-forme

"Avec le partenariat entre Netflix et Totalplay, les utilisateurs de ce dernier auront accès à service de vidéo à la demande grâce à leurs set-top boxes, mais doivent avoir un abonnement auprès de la société de technologie."

"L'intégration de l'application Netflix sur la plate-forme Totalplay, Grupo Salinas, a été possible grâce à une alliance entre les deux sociétés, qui offrent le service à partir de ce mois de juillet de 2015."

Totalplay triple play offre plus de 260 chaînes, AnytimeTV, vidéo et musique à la demande, et maintenant Netflix.

"L'intégration de l'application de Netflix dans Totalplay rendre l'expérience pour vos clients beaucoup plus facile sur leurs téléviseurs et avoir accès à des films et des séries comme Orange Is The New Black", a déclaré Bill Holmes, directeur mondial du développement des affaires chez Netflix.

source: elfinanciero

Lire aussi:

https://globenewswire.com/news-release/2015/07/06/750007/10140708/en/Totalplay-Integrates-Netflix-App-Into-Its-Tripleplay-Platform.html?print=1
et

Totalplay rejoint projet mondial à la bande large (OneWeb)


---- --- --- --- ---
Rapeller: (16.02.2015) 

"La filiale du Grupo Salinas, Totalplay qui distribue une offre Triple play a 160.000 abonnés. 
=> Pour 2015 le groupe vise 280.000 abonnés. Totalplay va investir 400 millions de dollars pour accroitre sa couverture. 
Il compte aussi poursuivre le déploiement de la fibre optique avec + de 1 milliards de $ consenti d'ici à fin 2016.

Le Groupe dispose d'une énorme trésorerie depuis la vente de Llusacell pour 2,5 milliards de dollars à AT&T.

Totalplay a choisi la solution IPTV 2.0 développée par le groupe Netgem. On a même pu apercevoir la netbox 5200 depuis l'été 2014 sur le marché mexicain. 

Après la couverture du Mexique, il y a la Colombie ou le groupe Salinas à la concession pour équiper le pays en fibre optique et y déployer ses offres ... "


TOTALPLAY abonnés : 
160k (13 Fevrier 2015)
200k (2 Julliet 2015)

280k ?! (au fin de 2015) ?!

La meilleure solution VoD, même bas débit! (Box Videofutur)

La meilleure solution VoD, même bas débit! (Box Videofutur)

(3 juillet 2015)

"Box Videofutur. Le décodeur de Netgem est actuellement la meilleure solution pour accéder à une offre de VoD et de sVoD même avec un bas débit."

"Ozone, l’opérateur spécialisé dans la fourniture d’accès Internet dans les zones mal desservies par les opérateurs classiques, distribue la Box Videofutur. Le décodeur de Netgem est actuellement la meilleure solution pour accéder à une offre de VoD et de sVoD même avec un bas débit."

Lire: 
http://www.degroupnews.com/marques/ozone-videofutur-svod-vod-television

EE TV prices (1 july 2015)

EE TV, BROADBAND AND HOME PHONE CHARGES
prices effective 1st July 2015

EE TV and broadband

You can get EE TV and unlimited broadband
from just £4.95 for the first 6 months
(then £12.95) plus £16.40 line rental.
Terms & conditions apply.

Find out more

Telstra T-Box (Netgem), rafraîchi (2015 =>...) !!!

1 juillet 2015

"Depuis le 26 juin 2015, l'opérateur télécom Telstra leader en Australie a lancer une nouvelle gamme d'offres commerciales sous la dénomination «Telstra Air» !

T-box travaille avec WI-FI network !!!
(26 juin 2015)

Telstra va construire 429 nouvelles tours 3G / 4G au cours des trois prochaines années, plus 250 autres données 4G seulement de petites cellules, représentant un investissement conjoint de plus de 340 millions de dollars en Australie régionale et à distance par Telstra, le gouvernement fédéral et plusieurs Etat et Les gouvernements locaux ainsi. (...)
Comme le premier transporteur à offrir des services mobiles 4G en Australie régionale, nous savons à quel point haut débit mobile peut être à soutenir les entreprises locales, le tourisme et l'éducation, nous poursuivons également l'expansion de nos services 4G et 4GX ".
Source: telstra com)

"L'offre est composée de 2 packages  dont le premier «Telstra Bundle Collection» nous intéresse précisément puisqu'il s'agit de la réintroduction du terminal numérique hydrique  Netbox  sous l'identification  T-Box  conçu et fournit par  le leader français de la télévision connectée Netgem  avec un accès au service de vidéo à la demande Presto (Foxtel) gratuit pendant 6 mois !!!"

Source:

http://toutanumerik.blogspot.fr/2015/07/australie-package-telstra-air-avec-la.html 

 --- --- --- --- ---   --- --- --- --- ---   --- --- --- --- ---

A rapeller:

(February 16, 2015)

Telstra espoir, le marché de la télévision payante va frapper 70 % (de 30% aujourd'hui)

"Telstra chef de la direction David Thodey espère que pas moins de sept en 10 Australiens vont payer pour les services de télévision ou de vidéo à l'avenir contre seulement trois en 10 aujourd'hui. (Feb. 2015)"

"(...) En 2014, Foxtel réduit le prix de plusieurs offres en prévision d'une concurrence accrue. Telstra a vendu 800 000 T-Box depuis son lancement et M. Thodey nié qu'il y avait des plans pour supprimer la vente de l'appareil en faveur de passer la responsabilité de Foxtel avec sa boîte set-top prochaine iQ3.

"Beaucoup de gens disent que nous allons l'arrêter, non, nous allons continuer, mais nous sommes toujours à travailler sur un produit rafraîchi aller de l'avant", a déclaré M. Thodey.

"Nous sommes encore les vendre aujourd'hui. 

Nous sommes toujours obtenir de bons téléchargements de films 
et nous allons continuer à le vendre (la T-box)." 

(...)"

Source: http://www.smh.com.au/business/telstra-hopeful-paytv-market-will-hit-70-per-cent-20150214-13d6h5.html#ixzz3Ru9ZFOXP

--- --- --- --- ---   --- --- --- --- ---   --- --- --- --- ---

Tbox sales au moment:

Voir:

T-Box® Sales jusqu'au: 

.Jun 2010 = 2k

.Dec 2010 = 107k (+105k)

.Jun 2011 = 192k (+85k)

.Dec 2011 = 281k (+89k)

.Mars 2012 = 300k (+19k)

.Jun 2012 = 388k (+88k)

.Mai 2013 = 500k (+112k)

.Août 2013 = 512k (+12k) (3)

.Decémbre 2013 = 636k (+124k) (3)

. Août 2014 = 687 k (+51k) 

. Janv 2015 = 760 k (+63k)

. Fev 2015 = 800 k (+40k)

==>  41k nouveux clients en seulement moins que 2 mois!

--- --- --- --- ---   --- --- --- --- ---   --- --- --- --- ---
A lire aussi:
lieu a voir:
http://whichflix.com.au/presto/
(PRESTO sur la T-box)

&

The great Australian SVOD boom? 2 million subscribe down under

July 8th, 2015
http://www.iptv-news.com/2015/07/the-great-australian-svod-boom-2-million-subscribe-down-under/