1. African Sub Saharan Pay TV overview and forecasts for 2021 Presented by: Priscilla Tirvengadum Research Analyst- Africa at Dataxis www.dataxis.com Webinar: Sept, 07 th 2016

2. Agenda  Typology of SSA countries  TV household penetration in African countries  Overview of the TV household penetration rate according to Dataxis  What hinder the adoption of TV  Anglophone, Francophone and Lusophone pay TV market  Brief presentation of the pay TV landscape in Africa  Overview and forecast for 2021  DTH and DTT subscriber’s evolution  Key players vs new entrants  Pay TV revenues overview  Overview of pay TV revenue forecast for 2021  Evolution in Anglophone and Francophone markets  TV Advertising revenue overview 6 Webinar: 25/04/2016 AGENDA www.dataxis.com Webinar: Sept, 07 th 2016

3. Dataxis research 8 Webinar: 25/04/2016  Dataxis provide its clients with an online intelligence service and reports.  Reliable, up to date and in depth key performance Indicators, statistics and forecasts.  Our service includes:  Databases on 4play market: TV, Broadband, Wireless & Telephony  Data by country and operator including mid and small size operators  Free and unlimited online inquiry service  Complete operator's’ profiles www.dataxis.com Webinar: Sept, 07 th 2016

4. Africa Language Structure 9 Webinar: 25/04/2016 www.dataxis.com Webinar: Sept, 07 th 2016

5. 11 Webinar: 25/04/2016 SSA demographics www.dataxis.com Webinar: Sept, 07 th 2016  In Africa, we separate Arabic Speaking countries, part of the wider MENA region  The SSA population in 2016 is 960m, 11% of the world ! o English speaking close to 500m o French : 300m o Portuguese : 54m  China : 1380m  India : 1330m

6. 12 Webinar: 25/04/2016 Sub Saharan African Economy www.dataxis.com Webinar: Sept, 07 th 2016 SOURCE: WORLD BANK 2015  Top 6 English speaking countries represent 50% of India GDP.  French Speaking countries are much smaller economies. ANGLOPHONE FRANCOPHONE PORTUGUESE World Bank 2015

7. 13 Webinar: 25/04/2016 Sub-Sahara Africa : Electricity Population Access www.dataxis.com Webinar: Sept, 07 th 2016 ANGLOPHONE FRANCOPHONE PORTUGUESE  Access to an affordable electricity is mandatory to use a TV set!  This is not yet the case in most countries !  When penetration is below 20% it generally means that only the capital & major cities are well served

8. 14 Webinar: 25/04/2016 TV households will more than double in 10 years www.dataxis.com Webinar: Sept, 07 th 2016  Favourable dynamics o Increasing population o Decreasing households size o Increasing electricity penetration o Developing economies…  From 5% to 8% of the world TV households

9. 16 Webinar: 25/04/2016 SSA TV Households in 2016: Still a small market www.dataxis.com Webinar: Sept, 07 th 2016  Two-thirds of the TV households are located in English Speaking countries, and mostly in top 6 countries  Only 17M are in French Speaking countries o France alone has 27m Millio n

10. 17 Webinar: 25/04/2016 TV Household by countries and language www.dataxis.com Webinar: Sept, 07 th 2016 (MN)

11. 2021 Pay TV forecasts by region www.dataxis.com Webinar: Sept, 07 th 2016 Dataxis expects pay TV subscribers to reach 31m by the end of 2021. Million

12. 2021 Pay TV forecasts by access www.dataxis.com Webinar: Sept, 07 th 2016  DTH will remain the leading access, with pay DTT growing  Cable limited to selected areas  IPTV/OTT very weak due to lack of wireline broadband infrastructure,  MMDS is only available in French Speaking urban areas

13. Pay TV revenues Forecasts www.dataxis.com Webinar: Sept, 07 th 2016  The pay TV market already worth $4.9 billion  This is 15% of the mobile market  Dataxis forecasts $6.7 billion in 2021, with increasing subscribers and decreasing ARPUs.  In addition to being the predominant access used, Pay DTH has higher ARPU than pay DTT and will capture 84% of the total market!

14. Africa Pay TV Key Players www.dataxis.com Webinar: Sept, 07 th 2016 Multichoice( Naspers) and Canal + Overseas( Vivendi) have 73% of the market in term of subscribers( Q116) and 84% in term of revenues (YE 2015) Q11 6

15. Key Players Pay TV revenues for 2015 www.dataxis.com 450 670 3,400 Other Players 2015 revenues $M Webinar: Sept, 07 th 2016

16. 2021 FTA TV households forecasts www.dataxis.com Webinar: Sept, 07 th 2016  End 2015, around 54 m FTA TV households, mostly relying on analogue terrestrial TV.  As Analogue Switch off is has been delayed. Dataxis expects the transition to DTT to be almost completed by 2021 with 58m DTT TV households, but also 15m FTA DTH !

17. FTA TV Revenues Forecasts for 2021 www.dataxis.com Webinar: Sept, 07 th 2016  Most African countries have a public television which used to have a monopoly status but with: o Limited funding o Poor management, and o Increasing competition from private operators  SABC is the dominant player  Private FTA TV has developed more recently, but has been handicapped by: o Cost of national terrestrial broadcasting before DTT o Small size of advertising market o Competition of Pay TV

18. Forecasted Total TV Market Revenues for 2021 www.dataxis.com Webinar: Sept, 07 th 2016  The total TV market will grow from $5.9bn in 2015 to $8.6bn in 2021  Due to generally very weak alternatives in FTA TV, Pay TV will continue to grow as the market develops

19. NexTV CEO Africa September, 29th & 30th 2016 www.dataxis.com Webinar: Sept, 07 th 2016 60+ Leading- industry speakers 150+ C-Level Attendees 80% Senior Executives 20+ African countries represented

20. NexTV CEO Africa September, 29th & 30th 2016 www.dataxis.com http :// nextvceoafrica.com Webinar: Sept, 07 th 2016

21. 20 Priscilla Tirvengadum Research Analyst- Africa Priscilla.tirvengadum@dataxis.com Webinar : African Sub Saharan Pay TV overview and forecasts for 2021 For more information Webinar: 25/04/2016 Thank you for your participation Webinar: Sept, 07 th 2016 www.dataxis.com