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THE FUTURE OF DIGITAL [SLIDE DECK]
Henry Blodget and Alex Cocotas | Nov. 27, 2012, 12:22 PM |
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Henry Blodget is CEO and Editor-in-Chief of Business Insider.
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e-mail: hblodget@businessinsider.com
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Comments on this post are now closed.

The Water Cooler
Insiders 2

All Comments 44

dlmcdonough on Nov 27, 3:58 PM said:
Henry,

Flag as Offensive

If you have any evidence that indicates a behavioral or business shift in TV viewing or revenue, that might lead one to think that "TV is next," to
any degree, then please share...some of us very much want to believe that is the case, but these slides do not seem to offer any persuasive
data...please tell me if you think I have this wrong, but:
1) The downward slope of neilson ratings at the big four looks bad for TV...but I suspect that much or all of this is due to increased share at
cable nets...if total TV viewership is actually stable, or going up, then this graph is misleading, especially given the context in which you put it.
Do you have any data that shows a "total TV rating/viewership" decline?
2) "Live TV" as a percentage of the whole is declining...but is the pie getting bigger? Is 64% of the whole in 2012 bigger or smaller, in terms of
viewers or hours or ads, than 83% was in 2008? You don't say...what is the deal? Is Live TV viewership flat? falling? growing?
3) "Pay TV subscriptions are trending down." But the graph shows that "net new additions" are being added at a slower rate...that implies that
"Pay TV subscriptions are growing," yes?
4) The "Youtube, hulu, and netflix are growing slide" slide is persuasive...but not so much if their growth does not come at expense of Live
TV...and I still can not get anyone to share info that indicates that it is...fair enough to argue that these things may be "slowing the growth" of
Live TV, but that is a completely different ballpark than print, where online news caused a direct, precipitous, and unambiguous decline in print
readership and revenue.
5) The fact that digital video ad revenue is rising is also not persuasive on its own if it does not happen at expense of TV.
If you have any data that shows and actual decline TV viewership, by any major measure, then please share! Some of us are banking on it,
and we want some persuasive data on which to base our plans.

Raj Bhatt on Nov 29, 12:05 AM said:
Flag as Offensive

Henry: Brilliant deck! Many thanks for the insights!
The app usage of Android users is lower than that of iOS users probably because most of the iOS users are in the US
and most of the Android users are in the developing world (China, India). I would guess paid app usage in China & India lags paid app usage in
the USA by a fair distance.
My request: Can you share a downloadable or printable version of the deck. Its too precious to not have with me all the time!
Many thanks again!

2/13/2013 9:25 PM

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Future Digital Trends Slide Deck

  • 1. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 1 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 SAI THE FUTURE OF DIGITAL [SLIDE DECK] Henry Blodget and Alex Cocotas | Nov. 27, 2012, 12:22 PM | Recommend 6k Share Share 5,017 Tweet 3,153 501 Email 7,190,047 | 44 More 2/13/2013 9:25 PM
  • 2. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 2 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
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  • 20. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 20 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
  • 21. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 21 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
  • 22. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 22 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
  • 23. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 23 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
  • 24. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 24 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
  • 25. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 25 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
  • 26. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 26 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 Like this deck? Sign up for a free trial of BI Intelligence here > 2/13/2013 9:25 PM
  • 27. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 27 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
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  • 31. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 31 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
  • 32. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 32 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 2/13/2013 9:25 PM
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  • 69. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 69 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 Like this deck? We'd love to have you as a member of BI Intelligence! Sign up for a free trial of BI Intelligence here > 2/13/2013 9:25 PM
  • 70. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 70 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 Recommended For You See Why These Chocolate Bars From Brooklyn Cost $12 Each How Birth Date Affects Future Success How To See Who's Viewed Your Profile On LinkedIn (And Block Others From Doing The Same To You) Police Believe Body Found In Burnt Cabin Belongs To Fugitive Ex-Cop BII REPORT: Why The "Second Screen" Industry Is Set To Explode Navy SEAL Chris Kyle Had A Funeral Procession Fit For A Head Of State [VIDEO] Tags: Mobile, Features, IGNITION 2012, Smartphones, Tablets, Digital Media, PCs, Mobile Advertising, Television | Get Alerts for these topics » Share: Short URL Twitter Facebook Buzz Digg StumbleUpon Reddit LinkedIn Email http://read.bi/Vbludj Embed Alerts Newsletter Henry Blodget is CEO and Editor-in-Chief of Business Insider. Contact: e-mail: hblodget@businessinsider.com Subscribe to his RSS feed | twitter feed Recent Posts Yes, Of Course We Should Cu... Idiots Went Driving In The ... Google Stock Blasts To Anot... 2/13/2013 9:25 PM
  • 71. THE FUTURE OF DIGITAL [SLIDE DECK] - Business Insider 71 of 71 http://www.businessinsider.com/future-of-digital-slides-2012-11?op=1 Alex Cocotas Recent Posts Contact: e-mail: acocotas@businessinsider.com Subscribe to his twitter feed Mobile Accounts For More Th... Nine Out Of Ten U.S. Smartp... Smartphone Penetration Slow... Comments on this post are now closed. The Water Cooler Insiders 2 All Comments 44 dlmcdonough on Nov 27, 3:58 PM said: Henry, Flag as Offensive If you have any evidence that indicates a behavioral or business shift in TV viewing or revenue, that might lead one to think that "TV is next," to any degree, then please share...some of us very much want to believe that is the case, but these slides do not seem to offer any persuasive data...please tell me if you think I have this wrong, but: 1) The downward slope of neilson ratings at the big four looks bad for TV...but I suspect that much or all of this is due to increased share at cable nets...if total TV viewership is actually stable, or going up, then this graph is misleading, especially given the context in which you put it. Do you have any data that shows a "total TV rating/viewership" decline? 2) "Live TV" as a percentage of the whole is declining...but is the pie getting bigger? Is 64% of the whole in 2012 bigger or smaller, in terms of viewers or hours or ads, than 83% was in 2008? You don't say...what is the deal? Is Live TV viewership flat? falling? growing? 3) "Pay TV subscriptions are trending down." But the graph shows that "net new additions" are being added at a slower rate...that implies that "Pay TV subscriptions are growing," yes? 4) The "Youtube, hulu, and netflix are growing slide" slide is persuasive...but not so much if their growth does not come at expense of Live TV...and I still can not get anyone to share info that indicates that it is...fair enough to argue that these things may be "slowing the growth" of Live TV, but that is a completely different ballpark than print, where online news caused a direct, precipitous, and unambiguous decline in print readership and revenue. 5) The fact that digital video ad revenue is rising is also not persuasive on its own if it does not happen at expense of TV. If you have any data that shows and actual decline TV viewership, by any major measure, then please share! Some of us are banking on it, and we want some persuasive data on which to base our plans. Raj Bhatt on Nov 29, 12:05 AM said: Flag as Offensive Henry: Brilliant deck! Many thanks for the insights! The app usage of Android users is lower than that of iOS users probably because most of the iOS users are in the US and most of the Android users are in the developing world (China, India). I would guess paid app usage in China & India lags paid app usage in the USA by a fair distance. My request: Can you share a downloadable or printable version of the deck. Its too precious to not have with me all the time! Many thanks again! 2/13/2013 9:25 PM