Russia Market Briefing 2014 | Page 18

russia_russia 16/01/2014 09:44 Page 11 Insider’s View Jean-Philippe Gillet, VP, sales Europe and Middle East, Intelsat, shares his thoughts on the Russian market. l The region’s size, combined with harsh weather conditions, means that some communities are isolated and harder to reach. Building fibre is sometimes geographically impossible or not economically viable - only satellite can deliver content for media and network service providers across the region. In certain areas with no fibre network, such as Russia’s Far East, where the Khabarovsk-PetropavlovskKamchatsky-Magadan fibre optic project was cancelled, satellite remains the only means to reach rural Sistema Mass Media Sistema Mass Media (SMM) is one of the leading media holding companies in Russia, managing assets in pay TV, premium movie and TV content production, and advertising. SMM owns and manages CJSC TV Company STREAM (Stream), CJSC Russian Worldwide Studios (RWS), Maxima Advertising Agency (Maxima), CJSC TsTV (TsTV), and the web portal Stream.ru. In line with market demand, RWS’s studio business ramped up production of mini-TV series in 2012 and its content library increased to 18 RUSSIA Briefing sector, there is a series of trends driving demand, including growth in the number of SD and HD channels distributed via free-to-air platforms. With competition between providers intensifying, payTV providers are seeking to differentiate their services by expanding the number of HD channels they offer. Already, 4m viewers in Russia were watching HD channels in 2013 - compared to 400,000 in 2012 - and there remains room to grow. l Russia and the CIS are key markets for Intelsat. Horizons 2 was moved to 85° East to serve the western and central Russian market and today serves a key role for DTH and cable distribution. Orion Express, a major satellite television provider in Russia, uses capacity on Horizons 2 to expand its DTH services to customers across Russia as well as offer television content delivery services for broadcasters. Intelsat 18 at 180° East and Intelsat 904 at 60° East are also hotspots for demand, with many of the region’s top communications providers taking capacity. l Other areas of growth in the region are cellular backhaul and broadband connectivity. The cellular backhaul sector is one of the fastest growing sectors around the globe, and Russia and the CIS are no exception. The deployment of 3G and 4G networks as well as the growing demand in mobile data services is driving this growth, and analysts predict that 3G delivery will cover 78% of mobile subscribers in Russia by 2018. l Access to broadband connectivity has also become essential to countries’ economies and growth, as always-on connectivity is seen by governments as an essential tool to support entrepreneurship, even in the most remote areas. Mineral and energy companies operating throughout Russia and the CIS – and often in harsh environments – also rely on a mix of complex missioncritical applications to improve productivity and profitability and need an always-on broadband access. Intelsat has been working on ensuring that critical link via its existing infrastructure and will expand those capabilities with the introduction of the high throughput, high performance Intelsat EpicNG platform. 1,600 hours. In May 2012, SMM rebranded its Stream.ru service. It launched applications for all popular devices and platforms, and by the end of 2012 had created one of the largest high-quality content libraries in Russia. Stream TV strengthened its market position and became a leader by average monthly reach in every niche group. Stream’s channel distribution network includes over 1350 cable, satellite and IPTV operators in more than 800 Russian cities and towns. The subscriber base grew by 21%, to 7.5m unique subscribers, while the audience increased to 19.5m viewers. The company’s film production plans for 2013 include increasing the market share of TV series through enhancing the number of projects and monetising the library. The main goal of the film production business is to achieve net profit, particularly as a result of transferring film production to St Petersburg, and by engaging customers. The company’s goals for 2013 included increasing Stream.ru’s market share of both audience and income, and developing its functionality and accessibility from all mainstream devices. In the TV segment, SMM is focused on enhancing its telecom operator and subscriber base, growing incomes and monetising additional content. SMM’s investment strategy is aimed at the company’s stabilisation and building core assets using TV and digital resources. The company is set to develop these areas both organically and through M&A, with a view to creating an effective leader in the new media and pay TV sectors. At the end of 2013 SMMS announced that its subsidiary Sistema Finance had acquired 6,730,360 of MTS shares on the open market for $64 million. As a result, Sistema’s effective shareholding in MTS has increased to 53.47%. populations. l Demand for satellite capacity in the Western and Central part of the Russian Federation is mostly driven by broadband access to support growing corporate networks, mobility applications and consumer access. Major industrial investments are also being made in the Far East, which should lead to further demand for capacity. l In the media