Brazil Overview
June 2013
Our country
49% 51%
Population: 194,216,900
USD 6,400 USD 2,320
USD 940
USD 500
(Avg Familiar Income)
Households: 59,851,544
Mobile: 265 million
Internet Access: 94 million
Source: Ibope EDTV 2013 / Mídia Dados 2012 / Anatel
(70M Internet access)
Economic Dynamics
Forecast
PIB
(GDP)
Industrial
Production
IGP-M
2010
7,5%
2011
2,7%
2012
0,9%
2013*
2,5%
2014*
3,2%
2010
10,5%
2011
0,3%
2012
-2,7%
2013*
2,5%
2014*
3,2%
2010
11,3%
2011
5,1%
2012
7,8%
2013*
4,5%
2014*
5,3%
* Source: Banco Central – Focus Report Jun2013
Major Events
2013
Confederation Cup held in Brazil
2014
President
Election
World Cup held in Brazil
and Brazilian Presidential Election
2015
America's Cup held in Brazil
2016
Olympic Games held in Brazil
Ad Market
Ad Market
Forecast
+7%
+11%
+6%
+9%
+18%
+13%
+9%
+4%
+9%
+15%
+28%
+26%
-5%
+3%
-%
+25%
+18%
+61%
-12% +28% +3%
+20% +4%
+23%
+36% +19%
+42%
+21%
+10%
+26%
+5%
+15%
+18% +12%
+44%
+3%
+23%
+36% +46%
Source: Projeto InterMeios – Net figures
Ad Market
• Clients are investing on unrisky players (Open TV)
– Eficiency of reach/CPM for C Social Class
• These data do not have Google and Facebook revenues.
Including these players Internet goes to 11%.
Source: Projeto InterMeios
Pay TV Market
Strong TV Viewership
Total TV Households*
57.9 MM
(96.8% of total HH)
Total Pay TV Households
16.9 MM
> 28% of penetration
Reach projection:
53.4 MM people
Pay TV Share
Source: * Ibope EDTV 2013 / Anatel Apr 2013
2011
2012
2013*
• In Total TV:
9.5%
11.8%
15.3%
• In Total Pay TV:
32.5%
33.1%
33.3%
Source: Ibope MW / * 2013 Jan-Jun
Pay TV - Subscribers
Projections
+1%
+7%
+8%
+10%
+17%
+18%
+18%
+31%
+31%
+33%
Household subscribers:
(000)
O setor de TV paga no Brasil teria cerca de 40 milhões em 2018
com uma penetração em torno de 65% dos domicílios com TV.
Este quadro prevê um crescimento moderado da economia
brasileira e, mais importante, a manutenção do desemprego em
níveis muito baixos com elevação da renda média do
trabalhador.
Source: Anatel / PTS
75 MM 100 MM
people people
Pay TV - Subscribers
Market Share by Groups
(subscribers)
Subscribers by
Technology
Source: Anatel (Mar2013)
Pay TV Groups - SOI X SOA
SOA
SOI
SOI/SOA
Index
Globosat
2008
120
131
2009
107
2010
Fox
Disney
HBO
ESPN
Viacom
SPT
24
107
14
65
88
50
134
19
128
46
77
132
40
147
108
15
89
31
43
128
90
2011
142
106
35
98
34
36
114
58
2012
132
118
36
87
40
32
121
61
184
185
143
131
160
Turner Discovery
Source: SOA Share of Audience - Ibope MW – 8 markets Pay TV – 2008-2012 – All Day - Target: P AB 18-49 / Grouping of channels based on 2012
Source: SOI Share of Investment - Ibope Monitor – 2008-2012 - Pay TV Market Investments with Estimated Discounts. SPT: Carmen/Landmark figures.
Pay TV Ranking
* Excluding Sports and Kids channels
Fonte: IBOPE MW – 9 maercados Pay TV