The changing shape of fixed broadband and pay TV: major trends impacting the outlook

Key trends are shaping the outlook for the fixed broadband and pay-TV markets. This report examines the driving forces behind the transformation and the implications for players. The analysis maps the ecosystem, highlights major developments and provides several operator case studies.

Widely considered a future-proof fixed broadband technology, FTTP/B is on the rise globally. Cable is under pressure in most markets but remains resilient. An increasing number of cable companies are gradually getting in on the FTTP/B act. 5G FWA is steadily mounting a challenge to the more established fixed broadband technologies and has opened up the market to mobile-only operators. As fixed broadband networks shift, an increasing focus on sustainability is likely to be a constant. On the services side, converged operators are pushing ‘n-play’ bundling.

Meanwhile, pay TV's application of new technologies across the entire video value chain (from creation to distribution and playback) is growing, to optimise processes and foster innovation. The ad-supported monetisation model is seeing momentum, with almost all global video streaming services now adopting a hybrid (SVOD plus ad-supported) model.