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Panel Iii Video Symposium
 

Panel Iii Video Symposium

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    Panel Iii Video Symposium Panel Iii Video Symposium Presentation Transcript

    • Jefferies & Company, Inc. Jefferies 3 rd Annual Internet Conference February 28, 2007 CONFIDENTIAL DRAFT Member, SIPC Panel III: Video Symposium
    • Panelists Doug Stevenson Founder and CEO
      • Panelists are
      • representative of the
      • many facets of the video
      • opportunity
      • Media
      • Technology
      • Internet
      • TV
      • Large corporate and SMEs
      • Ad Networks
      Keith Richman Founder and CEO David Liu Managing Director Internet & Digital Media Group Lou Kerner CFO Gus Warren VP, Strategic Partnerships 1
    • Sector Snapshot 2
    • The Future of Video Entertainment? 3
    • What is the Video Market Opportunity?
      • Source: Wallstreet Research, 2005. Includes paid-subscription and free (over-the-air) television households.
      • Source: eMarketer, November 2006. Online video viewer defined as an individual ages 3+ who downloads or streams video (content or advertising) at least once a month.
      • Source: FCC, Kagan Media Research, Company Reports, WPP Annual Report.
      • Source: eMarketer, November 2006.
      1.4% CAGR 13.6% CAGR US Television Advertising Revenue, 2005-2009E 3 US Online Video Advertising Revenue, 2005-2009E 4 ($ millions) ($ billions) 8.5% CAGR 72.7% CAGR 4 US Television Households, 2005-2009E 1 (millions) US Online Video Viewers, 2005-2009E 2 (millions)
    • How Do We Find Video Today? What Do We Watch?
      • Source: Jupiter Research, November 2006.
      • Source: InsightExpress for Advertising.com, January 2007.
      From Search Engine Results Recommendations From Friends From a Portal TV or Movie Previews/Trailers Directly From Online Video Sites From a Link in an E-mail Newsletter From Ads on TV, Radio, Or Print From Print Article From a Blog Methods Of Online Video Discovery 1 Video Content Viewed Online 2 News Clips Music Videos Movie Trailers TV Shows User Generated Videos Movies Sports Clips Other 5
    • Who are the Online Video Media Players?
      • comScore Media Metrix, February 2007.
      Total Unique Video Streamers – July 2006 to December 2006 1 (millions) 6
    • Meet the Panelists 7
    • Dave’s Top Ten 8
    • Dave’s Top Ten
        • Agree or disagree?
          • “ Content is king!”
          • “ Content should be free!”
          • “ User Generated Content is trash!”
        • Mobile. Opportunity or money pit?
        • What will be the advertising unit for video?
        • Video can be viewed free with ads (network, online), subscription (cable, satellite), and a la carte (pay-per-view). What’s the best model?
        • What will limit growth in online video?
          • Bandwidth? Devices?
          • Content? Distribution?
          • Search and Discovery Tools?
        • 1920s
        • 1950s
        • 1940s
      9
    • Dave’s Top Ten (Cont.)
        • If you could LONG or SHORT any stock to exploit Video 2.0 what would it be?
        • If you could start ANY Internet based business in 2007 what would it be?
        • Who loses the most if you gain?
          • Network TV? Radio? Cable? Newspapers?
          • No one!?
        • What is your biggest competitive threat?
          • What are the big Internet companies doing? Worried?
        • Overpaid or underpaid?
          • Sony buying Grouper for $65 million?
          • News Corp buying MySpace for $0.6 billion?
          • Google buying Youtube for $1.7 billion?
        • 1980s
        • 2000s
        • Beyond?
      10
    • Appendix 11
    • Online Video – Hot or Not?
      • Source: Accustream iMedia Research.
        • Online Video Has Tremendous Mass
        • Appeal
        • Overwhelming abundance of online video content
        • While YouTube and MySpace Video have accumulated massive collections, they only encompass a portion of what is available
        • Every Website either has or is considering video offering
      Total Video Streams Served 1 46.7% CAGR (billions) 12
    • What is Tomorrow’s Advertising Unit?
        • Video Site Monetization Strategies
        • “ Pre/post-roll” / In-Stream Ads – 15-30 sec video ads inserted before or after video
        • “ In-Page” / Rich Media Ads – Ads with video/audio or interactivity which run on any site
        • Sponsorship – Superimposed logos, integrated content, branded channels or media players
        • Promotions – Unique contests such as user-generated commercials
      • Source: JupiterResearch Internet Advertising Model, July 2006.
      US Online Display Advertising Spending, 2005 to 2011 1 ($ billions) 13
    • What are the Major Media Companies Doing?
        • Rapid Growth of Online Video Demonstrates Major Shift in Viewing Behavior
          • Rise of UGC (aka User Generated Content)
          • On-Demand Entertainment: work isn’t just for sleeping anymore!
        • Traditional Media Companies Trying to Use Online in Cost-Effective / Profitable Manner
          • Pressuring free video-sharing sites to remove copyrighted material
          • Launched branded sites allowing access to proprietary content
          • iTunes and Wal-Mart.com Pay-Per-Download currently seen by major networks as safe online bet
        • “ The Children Are Our Future”
          • Despite tensions between old and new media, online sites access to the younger demo has necessitated partnerships and M&A
      Partnerships
      • Google / YouTube ($1,650MM)
      • Sony / Grouper ($65MM)
      • Viacom / Atom ($200MM)
      • Viacom / iFilm ($49MM)
      • AOL / Truveo ($50MM)
      Investments
      • Limelight Networks ($130MM)
      • BrightCove ($60MM)
      • Heavy ($20MM)
      • CinemaNow ($20MM)
      • MetaCafe ($15MM)
      M&A
      • YouTube: NBC, CBS, Warner
      • Joost: Viacom
      • Akimbo: AT&T
      • Veoh: Time Warner
      • Blinkx: AOL, Dow Jones
      14