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Speaker 1: Well, more information coming out today about changes underwear, multi

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Speaker 1: choice money. We're reporting today that the new owners Cannel

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Speaker 1: Plus are a bit frustrated by the sheer number of

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Speaker 1: packages on offer and the different sets of fees that

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Speaker 1: can apply. Unfamilia in the editor at my broadband dot

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Speaker 1: dot today a young good evening. So there is I

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Speaker 1: suppose quite a wide range in terms of packages and

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Speaker 1: fees from the STV. Is that different from what other

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Speaker 1: people do or have things just become simpler in a

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Speaker 1: lot of other markets.

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Speaker 2: Good evening. Yeah, it's an interesting criticism of the s

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Speaker 2: tov or multi choice package structure, and they explained, you know,

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Speaker 2: it's cut across the technologies that they offer their packages on.

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Speaker 2: So you've got the STV, which we all know and love.

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Speaker 2: You've got the go TV set of packages which run

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Speaker 2: on digital terrestial television networks which people might not be

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Speaker 2: that familiar with. You've got their streaming packages and each

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Speaker 2: and you've got you know, Access, Compact, Compact plus, Family

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Speaker 2: and Premium and each package has and then that's just

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Speaker 2: in South Africa. There's different types of packages as another

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Speaker 2: continents and and and each of those packages have different

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Speaker 2: prices on the different platforms. Now, it's it sounds complicated

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Speaker 2: when I put it that way, but you know, when

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Speaker 2: you are looking for a PayTV service, it's not that complicated.

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Speaker 2: But certainly when you compare it to say an Amazon

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Speaker 2: Prime Video, which is one price for for the whole thing,

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Speaker 2: and you can only pay one price Netflix, which has

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Speaker 2: three or four packages depending on on the region. Uh,

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Speaker 2: it does look awfully complex. But simplifying it, it's gonna

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Speaker 2: it's gonna just I don't know what their plan is,

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Speaker 2: but I suspect it's just going to take on a

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Speaker 2: different kind of complexity because you for for a PATV

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Speaker 2: service like like these, it's incredibly difficult to give people

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Speaker 2: a one size fits all package that also fits all wallets.

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Speaker 1: Well, I suppose, isn't that really the issue? And I mean,

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Speaker 1: I suppose you could say that the old management at

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Speaker 1: DStv hadn't moved with the times. I must just say though,

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Speaker 1: and this is maybe more of a socio political comment,

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Speaker 1: but this market is has got greater inequality than all

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Speaker 1: of Europe, all of the United States, and all of

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Speaker 1: anywhere else on earth, and that would mean a greater

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Speaker 1: number of packages. Just from there, you would go from

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Speaker 1: I think that the lower sort of thirty rand a

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Speaker 1: month all the way up to sort of one thousand

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Speaker 1: and thirty rand a month, just because of what our

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Speaker 1: market actually is compared to other plazers.

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Speaker 2: Yeah, and you see that play out not just in

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Speaker 2: PATV but in artellicommunications pricing as well, which is the

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Speaker 2: other area I focus on, where you can get products

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Speaker 2: from you a few rands per day all the way

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Speaker 2: up to over a thousand or sometimes thousands of rants

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Speaker 2: per month, and it's exactly the same principle there is

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Speaker 2: you've got to meet your customer where they are, and

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Speaker 2: it creates a price and the headache for companies in

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Speaker 2: this country. I'm sure they wish they could just charge

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Speaker 2: one price and everybody could afford it, but that's unfortunately

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Speaker 2: not the reality. And it's also it doesn't speak to

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Speaker 2: the reality of what it costs to procure content at

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Speaker 2: certain prices. So I'd be very curious to see how

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Speaker 2: can olplus cracksice nut because it's a tough one. And

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Speaker 2: you know, I think people have been asking for donkeys

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Speaker 2: years now for totally customizable packages. Let me pay for

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Speaker 2: the channels I want, which besides the technical challenge in

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Speaker 2: implementing that on a satellite platform. But you know, it

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Speaker 2: brings with it the issue of economies of scale and

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Speaker 2: pricing and all that stuff. Certain types of content is

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Speaker 2: just far more expensive than others, and trying to work

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Speaker 2: it into your model is really complix But you know,

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Speaker 2: whether you know, for example, they split off supersport into

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Speaker 2: a separate package, whether that will be materially cheaper than

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Speaker 2: what you're paying for DCV premium today, I'm unsure when

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Speaker 2: one shouldn't just assume that that's how it will shake out.

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Speaker 1: One of the things that I find fascinating is that

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Speaker 1: DStv is charging you a lot more if you want

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Speaker 1: to get your service through a decoder, so through a

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Speaker 1: satellite then if you're streaming. Now, there are two things

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Speaker 1: that I think make streaming cheaper. The one is the

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Speaker 1: packages are cheaper for the same thing. The second is

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Speaker 1: you don't need the decoder and the satellite dish or

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Speaker 1: the rest of it. Now, if you're in an urban

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Speaker 1: area and you can afford DStv, you're probably in an

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Speaker 1: area with fiber. Now, yes, I suppose you could argue

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Speaker 1: that if you wanted to record something, you can do

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Speaker 1: that on a decoder and you can't on streaming. But

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Speaker 1: the way the streaming model works is that so much

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Speaker 1: of that material is available anyway. It's really only live

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Speaker 1: sports matches that you would want to record. So won't

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Speaker 1: everyone just go to streaming? And is there really any

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Speaker 1: point in trying to sell a satellite decoder in twenty

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Speaker 1: twenty six.

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Speaker 2: Yeah, Now this is interesting in a market like in

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Speaker 2: markets like Africa and South Africa among that, absolutely that

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Speaker 2: the day of the decoder is not over. And certainly

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Speaker 2: it is as you say, in urban areas. And this

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Speaker 2: is now once again where we're pricing and costing, you know,

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Speaker 2: kind of reflect the cost of what it takes to

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Speaker 2: deliver a service. So firstly, when you offer a satellite

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Speaker 2: TV service, you need you've got the leases for the

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Speaker 2: transponders on the actual satellite in space that you're beaming

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Speaker 2: your signal down from, whereas if you're streaming, you're not

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Speaker 2: really paying for the underlying infrastructure. It's laid by by

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Speaker 2: entirely separate companies that people pay an entirely separate bill

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Speaker 2: for to access. So there's that aspect to it. But

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Speaker 2: there are so many places on this continent and in

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Speaker 2: our own country that simply do not have the broadband

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Speaker 2: infrastructure necessary to to you know, to have a student

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Speaker 2: to run a streaming service over that satellite remains and

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Speaker 2: will remain I think, an incredibly important part of the portfolio.

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Speaker 2: While broadband penetration on the continent raps up, and even

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Speaker 2: in more developed markets, you still have dead zones where

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Speaker 2: where people simply cannot get high speed broadband, something that

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Speaker 2: services like stylink is is slowly fixing, but you know,

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Speaker 2: may not that in itself may not be suitable for

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Speaker 2: a streaming video service. And so a satellite broadcast service

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Speaker 2: remains important for people to want to receive a TV

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Speaker 2: service where you simply don't have broadband and certainly not

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Speaker 2: affordable broadband.

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Speaker 1: And I suppose there are people who want to flick

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Speaker 1: through the channels is the most irritating experience on the

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Speaker 1: planet when you're streaming, So thank you very much. Indeed,

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Speaker 1: the Unfamilians, the editor at my broadband dot co dot

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Speaker 1: is very interesting and important point he makes about how

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Speaker 1: many areas do actually need some need to access as

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Speaker 1: a service through a satellite