Digital content distribution

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Presentation from Telefonica Digital about the digital content distribution market

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Digital content distribution

  1. 1. - Selling content to the customer base Points of difference  Global Network  beyond connectivity Product differentiation  Market strength - Consumer  Distribution network  Service provisioning capability Leading OBs 2015 Revenue target* €Bn 1.2-1.5 *According to guidance criteriaMR. ROBERTO DE LA PIAZZA 1
  2. 2. Content is a killer app in the digital space Broadband penetration There is a rising expectation and speed growth boost video of Pay TV quality and usability consumption The growth of video 7Bn connected devices consumption over Internet is worldwide in 2015, able reshaping content windows map to stream video* and business model Telcos are more likely to be >80% of internet traffic will seen by consumers as a trusted be video by 2015* provider for internet video services Huge potential but low penetration 80% of people use of connected TVs provide a their tablet while watching TV** window of opportunity for operators with services based on STB* White Paper Cisco 2011,** Nielsen Q4 2012 poll of mobile users in the US, UK, Germany & Italy 2
  3. 3. Our strategy to develop a different value proposition  Global content negotiation unit  Package across multi devices CONTENT  Selective ‘Exclusive’ production capability  Integrated with Operator Billing and CRM tools Fiber/LTE Investment  Multi device offering IPTV/OTT/DTH  Linear, on demand development CONNECTIVITY FUNCTIONALITY and interactive CDN guarantees quality services Strong Channel Support 3
  4. 4. We believe we have the best distribution assets forcapturing the opportunity through the entire value chain Linear TV Hybrid TV OTT Fiber/LTE Investment IPTV/DTH development CDN guarantees quality 4
  5. 5. Linear TV – strong position, but we want to pick up the pace And a huge opportunity in the next fewExpanding the business through our footprint years Colombia Venezuela Pay TV Penetration* 250k 125k 2008 2011 2015  March 2012 2011-2015 Brazil 825k 3.3 M 675k Peru customers 12% 24% 37% +13 pp 50k 26% 27% 32% +5 pp 400k Chile Germany 14% 20% 24% +4 pp Czech 75k 135k 800k 32% 44% 53% +9 pp 2010-2012 Spain estimated  Latin America – keeping the growth pace as growth medium class segment is growing fast 15%  Brazil- the market with largest potential  Selective opportunities in Spain* Source: Pyramid Media Forecast 1Q 12 5
  6. 6. And we have started to build a power position in the hybrid / pure OTT video market A huge opportunity Leading the LATAM pure OTT video market US$ 1 billion >125k subscribers are using our LATAM & EUROPE OTT VIDEO REVENUES (Exc OTT services already ADVERTISING) MARKET IN 2015 #  Extending video services to the mass market  Complementing traditional pay TV offers with multiscreen and VoD capabilities  New entrants are trying to gain traction so strong track record is expected in the sectorSources: # PWC 6
  7. 7. opportunity alongside the wholeWe believe we have the best content assets for capturingthe opportunity through the entire value chainAcquisition Wholesale Tv Content Production Retail pay TV Digital / Internet Content pay TV operations UCC Global Content Unit  Global content negotiation  Selective ‘Exclusive’  A potential powerhouse unit production capability  Package across multiple devices 7 4
  8. 8. Terra – A potential powerhouse Audience (millions of unique visitors) Revenues (millions of euros) 104 90 303 70 285 2010 2011 MAY 2012 2010 2011 Terra is investing in product and geography to maintain its lead in the digital media environmentSource: comScore May 2012 8
  9. 9. Reshaping digital content consumption Reshaping sports coverage Global and local producers 360º Music model integrates live delivering Xtreme Live events create unique offering music, content and streamingGUADALAJ ARA 2011 U IC MS M S U IC U IC MS M S U IC M S U IC U IC MS 7,000 LIVE EVENTS / MONTH FREEMIUM – UNIQUE OFFERING FREEMIUM 200 LIVE CONCERTS / YEAR >300,000 FREE USERS 2.25 MILLION EYEBALLS ORIGINAL PROGRAMMING ~ 100,000 SUBSCRIBERS >350,000 SUBSCRIBERS RIGHTS ACQUISITION LEADERSHIP IN LATAM LEADERSHIP IN LATAM 9
  10. 10. Content distribution conclusions Estimated growth of 15% in 2010-2012 in TV/Video market We have upsides in Brazil by participating in market expansion We also have upsides in Spain by expanding market footprint We have already started to build a strong position in OTT video services market Terra is a leading growing digital media that is reshaping the way people watch digital content 10
  11. 11. Get in touchExplore our Hub: http://www.telefonica.com/digitalhubTrack us on Twitter: http://www.twitter.com/tefdigitalWatch our latest videos: http://www.youtube.com/telefonicadigitalLook us up on LinkedIn: http://www.linkedin.com/company/telef-nica-digital 11

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