According to Dataxis’ latest quarterly research (Q1 2017), the top five groups of Pay-TV operators (America Movil, AT&T, Televisa Group, Telefonica Group and Clarín Group) account for almost two-thirds of the market. The top three capitalizes on more than half of the market. The leader, America Movil, gathers one fifth of the subscribers of the region (14.6 million subscribers), more than total markets of Argentina and Colombia.

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All these groups are multi-nationals that operate at least in 2 different countries (Grupo Clarín) or more (14 for America Movil). Dataxis’ research shows that they have a very high markup quota (30% or more) in countries where the strongest operators are. For example, with its subsidiaries Izzi Cable and Sky Mexico, Televisa Group occupies 61% of the pay-TV market in Mexico and America Movil acquired more than 51% of Brazil’s subscribers with Claro Brazil and Blue.

In addition to geographic diversification, these groups have a diversified business. All of them -except for AT&T- operate as fixed-line and broadband players, generally in countries where they already offer a Pay-TV service.

By Camille Dupont