Intl. TV Newswire: Pay TV Uncertainty, Animation Sells, ‘Money Heist’ Impresses

By John HopewellJamie Lang

In this week’s International TV Newswire pay TV struggles despite record audiences, animated content stays hot as families scramble to keep kids entertained, “Casa de Papel” Season 4 races out of the gates, ZDF shops two new historical documentaries, Latin America sees platform launches and announcements, Globo boasts record audiences and AMC, NOS team on a new Portuguese cooking program.

For Pay TVs, This Time Round Could Be Different – Report

Pay TV operators usually surf economic crisis better than most, Sky maintaining growth momentum, though at a slower pace, in the 2008-09 financial crisis, for instance. Sky Italia suffered more Italy’s subprime (2008-09) then Euro (2011-13) crisis, revenue growth dropping to 2% in 2009, still a resilient performance by most consumer industry accounts.

But this time round, with COVID-19 lockdown, pay TVs’ resilience will be far more sorely tested, says an Enders Analysis study, published on April 8.

The difference cuts two major ways, Enders argues; big sporting broadcasts have been suspended and competition from content rich SVOD players. Direct losses to some pay TV operator from suspended live sports broadcasts may be capped: In France, Canal Plus and BeIN Sports will not pay their April Ligue 1 installment, and DAZN will suspend payments for events not broadcast, the study points out. But lost soccer deprives pay TV platforms of the possibility of leveraging impulse buying as the season heats up and hits price-to-value perceptions.