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Published: June 2014
Pages: 46
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About this report

This report focuses on the TV Production industry in Germany. 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, impact of the development of new platforms such as IPTV, television industry revenue (advertising spending, licence fee trends, pay-TV subscriptions)

The competitive landscape section identifies the leading producers in Germany, 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 German TV production market is of the order of €3bn in size, making it the largest in Europe.
Despite the development of new forms of entertainment such as games and other interactive content on smartphones, tablets and other platforms, TV viewing levels have increased in recent years, in part, due to the many digital channels now targeting viewing niches.
New revenue models have continued to develop with the proportion of programme funding from the initial broadcaster decreasing as a consequence.
Exploitation of the potential from international sales of finished content, licensing of formats, digital rights and success-based payments is important to the commercial success of a format.
Viewing levels in Germany are similar to European average levels. However the funding of the industry is different with a significantly greater proportion deriving from licence fees rather than advertising. This has provided stable revenue during the economic downturn.

Competitive landscape
Almost all of the leading international operators are in the German market along with several important domestic players.
The German market has a significant level of in-house and in-group production. The public broadcasters, ARD / ZDF have their own production capabilities and the two leading private sector networks, RTL and P7S1, each own companies.
UFA, the German arm of FremantleMedia, owned by RTL, is the market leader.

Outlook
The German economy has been strong relative to elsewhere in Europe with growth forecast to accelerate in 2014 and 2015.
We expect this to support growth in advertising revenue and hence production spending.

Contents

Introduction - 1
About this report
Executive summary
About Apex Insight
Contents
List of charts and tables

Market definition, characteristics and trends - 7
Definition
Broadcasters in Germany
Market seasonality and cyclicality
Programme genre trends
Traditional and new sources of revenue
New programme funding models (deficit financing)
Market consolidation and creation of super-indies
Impact of trends on the formats

Market size and growth - 17
Market size
TV industry revenue and funding

Competitive landscape - 20
Overview
Summary of leading super-indies
Value drivers for TV production companies
Leading TV production companies in Germany

Forecasts - 41
Market forecasts
Key market data
Risks to the forecast

Appendix - 45
List of abbreviations

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. TV industry funding structure in 2012 - Germany vs Europe / %
5.     TV Licence cost per year / €
6.     Advertising spending breakdown by medium
7.     Geographical coverage of leading super-indies
8.     Summary of leading super-indies
9.     Largest production companies by number of hours
10.    Fremantle revenue / €m
11.    All3Media revenue / €m
12.    Eyeworks revenue / €m
13.    Shine revenue / €m
14.    GDP, Advertising and TV production forecast annual % changes
15.    TV Production market size and growth forecast / €m
16.    Key market data

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