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Published: August 2017
Pages: 30
Format: PDF

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About this report

This report focuses on the Italian TV Production Market. It describes the market, quantifies its size and describes key trends.

The report contains historical growth rates and our forecasts for the market which are based on analysis of historical trends and growth drivers.

Key trends and drivers reported on and analysed include levels of TV viewing, performance of broadcasters, impact of the development of new platforms such as OTT / IPTV, television industry revenue (advertising spending, licence fee trends, pay-TV subscriptions).

The competitive landscape section identifies the leading production companies, profiles them and comments on trends such as market consolidation and the growth of the super-indies, development of content distribution models, deficit funding and exploitation of new revenue sources such as digital rights.

Who is the report intended for?

TV production companies
Broadcasters and television networks
Investors
Banks
Consultants and other advisors
Governments and regulators

What are the sources and methodology?

This report is based on
– In-depth analysis of the macroeconomic and legislative environments and relevant industry drivers
– Analysis of information on the leading TV production groups
– Interviews with senior-level contacts in the TV and TV production industries
– Our own experience of advising both companies and investors in the TV and TV production industries and the wider media sector.

Information from these sources has been synthesised and presented clearly and concisely with extensive use of charts and tables to illuminate points and support conclusions.

Summary

Market context
The Italian TV Production Market is over €1.5bn in size.
TV viewing in Italy has consistently been high with levels above those elsewhere in Europe. However, levels have fallen back in the last couple of years given the growth of other media formats in particular, smartphones.
The two major public broadcasting groups in Italy, RAI, the publicly-funded broadcaster, and Mediaset, which is privately owned, are the key customers accounting for the majority of production spending.
While Mediaset has seen its performance improve in recent years, RAI has seen changes of management as financial targets have been missed, which has impacted its commissioning behaviour.
Two recently launched channels, TV8 and Nove, are increasing in importance
Competitive landscape
The Italian production industry can be divided into four segments with several of the leading companies being aligned with one or other of the main networks:
– International groups which are independent of either of the main broadcasters and which supply a range of customers,
– Larger companies which work mainly or wholly for RAI.
– Larger companies in which Mediaset has a shareholding and which work mainly or wholly for it
– Small companies which produce just one or two shows.
The market is relatively consolidated compared to those elsewhere in Europe.
Endemol has historically been the market leader but has now been overtaken by Fremantle.

 

Outlook
The outlook for the market appears more favourable than in recent years with forecasts of stronger GDP performance likely to support TV advertising revenue growth.
However, the ongoing unsettled situation at RAI continues to act as a drag on the market.

Introduction    2

About this report

Executive summary

About Apex Insight

Contents

List of charts and tables

Market definition, characteristics and trends  7

Definition

TV market overview

Market seasonality and cyclicality

Programme genre trends

Traditional and new sources of revenue

New programme funding models (deficit financing)

IPTV and OTT

Market consolidation and creation of super-indies

Impact of trends on the formats

Market size and growth  19

Market size

TV industry revenue and funding

Competitive landscape   21

Overview

Summary of leading global super-indies

Value drivers for TV production companies

Leading TV production companies in Italy

Forecasts 27

LIST OF FIGURES

1.  Average daily viewing figures / minutes per person

2.  TV Production market size and growth / €m

3.  GDP, Advertising and TV Production revenue / annual % changes

4.  TV industry funding structure / €bn

5.  Advertising spending breakdown by medium

6.  Geographical coverage of leading super-indies

7.  Summary of leading global super-indies

8.  Italian GDP, TV Industry revenue, TV advertising and TV production forecast annual % changes

9.  TV Production forecast market size and growth / €m

10.  Key market data

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