Content in the Digital Age - Presentation by Claire Enders, Founder & CEO of Enders Analysis at the NOAH 2013 Conference in London, Old Billingsgate on the 13th of November 2013.

1. NOAH13: Content in the Digital Age
Keynote and panel discussion
Claire Enders
Dr Thomas Hesse
Dr Christian Wegner
Mark Read
Enders Analysis
Bertelsmann
ProSiebenSat.1
WPP
13 November 2013

2. Sources of TV funding, 2012 (£ billion)
12.5
10.0
Public funding
Advertising
Pay-TV
7.5
5.0
2.5
0.0
[Source: iDate, Ofcom]
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3. UK TV viewing 2003-2013 (million viewers/hour)
30
25
20
15
10
5
0
6am
06:00
9am
09:00
12pm
12:00
3pm
15:00
6pm
18:00
9pm
21:00
12pm
00:00
3am
03:00
6am
[Source: BARB/InfoSys+, Enders Analysis]
NOAH13: Content in the Digital Age
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4. UK average daily TV viewing by age (2003=100)
Over-55s
115
110
105
35-54s
100
Children
95
16-34s
90
85
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
8M
2013
Base: 4+ individuals [Source: BARB/InfoSys+, Enders Analysis]
NOAH13: Content in the Digital Age
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5. Netflix international subscribers (million)
Netherlands
10
Nordics
8
UK and Ireland
6
4
Lat Am
Canada
2
0
Q3 2010
Q1 2011
Q3 2011
Q1 2012
Q3 2012
Q1 2013
Q3 2013
[Source: Netflix]
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6. UK internet video usage, September 2013
Unique viewers/month (million)
40
35
30
YouTube
25
20
Adult
BBC
15
10
5
ITV
0
0
5
10
15
20
25
30
35
40
Average time per user (minutes/day)
Size of bubble = internet video usage [Source: Enders Analysis estimates based on comScore, Nielsen, BBC, ITV]
NOAH13: Content in the Digital Age
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7. UK content spend versus consumption, 2012
Average minutes/day
70
BBC
60
50
Sky & other digital
TV channels
ITV
40
30
Channel 4
20
Five
10
BT
0
0
YouTube
500
1,000
1,500
2,000
2,500
3,000
Content spend (£m)
Size of bubble = content spend [Source: Ofcom, BARB/InfoSys+, Nielsen, Enders Analysis estimates]
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8. Panel discussion
Connected devices
and over-the-top services
Impact on
broadcast models
Impact on
advertising
Opportunities for
investment
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9. Disclaimer
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