Investor Presentaiton
Video Market Dynamics
Number of TV channels (1)
SES
Transponder demand(2)
600
!!!!!
9,000
Europe
6,000
400
~50%
of total Video
3,000
200
0
2017 2018 2019 2020
SD HD UHD
2022
2017
2018
2019
0
2020
2022
12,000
600
9,000
North America
400
~10%
6,000
of total Video
3,000
200
2017
2018 2019 2020 2022
2017
2018
2019
2020
2022
0
0
!!!!
■SD HD UHD
Key drivers
▲ Adding premium/live content in higher quality
(HD/UHD) offsetting SD switch-off
▲ Reach in Western Europe expected to remain
stable, with slight growth in Eastern Europe (3)
Less SD channels
▲ Remains the 'backbone' of the cable
distribution network in North America
▲ Slight reduction in reach expected (3)
30,000
3,000
24,000
International
2,000
18,000
-15%
12,000
of total Video
1,000
6,000
0
2017
2018 2019 2020 2022
2017 2018 2019
2020
2022
0
■SD HD UHD
1) Eurodata 2017
2) Source: NSR (C-band and Ku-band 36 MHz TPE demand)
3) Ampere 2018 estimates for 2022 (satellite TV homes)
Investor presentation | May 2019
▲ FTA and pay-tv platform expansion plus HD
adoption, partly offset by compression
▲ Competitive trading environment
▲ Strong growth in reach expected (3)
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