Mobile companies and telcos, rather than cable operators and DTH platforms, are likely to drive convergence in CEE over the next year.
Speaking in a presentation entitled The financial environment: investment opportunities in CEE in 2014-15, Piotr Nocen, managing partner, Resource Partners, said that large groups, especially telcos, are having issues with revenues, which are declining, and convergence is a theme that we’ll hear increasingly about.
The market will be good for cable, DTH and infrastructure, while start-ups will find it difficult in the IPTV and mobile sectors.
Nocen refered to a number of major cable deals last year in CEE, involving Inea, United Group, Baltcom and Starman.
Other deals included emitel, Plus/Cyfrowy Polsat and wp.pl.