Plum Insight: Video content and broadband – a marriage made in heaven

In the developed world there is now strong convergence between the retail pay TV markets and the retail broadband markets in which suppliers in both markets increasingly compete for the spend of the same consumers. This trend is likely to continue as the capability of fixed and mobile broadband networks continues to improve rapidly over the next few years.

The functionality offered by unicast video services is clearly valued by consumers. But the success of the new services, and the extent to which these converged services impact on competition in the relevant retail markets for pay TV and broadband, will depend on the extent to which entrants can gain access to premium content and especially premium sports content.