Die drei großen Trends rund um das Fernsehen:
1) Broadcast als Service
2) TV als Bildschirm
3) Das neue Fernsehen
Folien zu meinem Vortrag auf der ALM Tagung: Plattformregulierung in Zeiten von Google TV, Apple TV und Co.
http://www.alm.de/575.html
4. Online Sehdauer wächst rasant ...
Videosehdauer pro Monat in Minuten
1200
1107
944
960 882 908
720 CAGR 65%
582
506
480
274
240 181
73
0
Jun 05 Jul 07 Jan 08 Jul 08 Jan 09 Jun 09Okt 09Feb 10 Jun 10Okt 10
US Germany
Comscore Videometrix / Minutes Watched per Month 4
5. Nachfrage bedingt den Netzausbau
Mobiles Datenvolumen
39x Video
Increase 69%
0,1 EB
3,2EB
2010 2014
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507 TB = Terabyte (1000 GB) PB = Petabyte (1000 TB) EB = Exabyte (1000 PB) 5
6. Neue Netze – neue Infrastruktur
Der CRS-3 streamt jeden Film, der jemals
gedreht wurde, in 4 Minuten.
http://www.cisco.com/en/US/netsol/ns827/networking_solutions_sub_solution.html#%7Eforecast 6
8. ... hat gerade erst begonnen!
Internet Boxen Mobile Geräte TV
GoogleTV, Roku, TV, Vudu iPod, Zune HD, A Sony, LG, Panasonic
PC Anbieter Hardware Herst. Startups
Apple, Microsoft, Asus WD, LaCie, ... Boxee, Plex, XMBC, ...
DVRs Spielekonsolen Blu-Ray Player
TiVo, CE-Manufaturer 182m Units sold Sony, LG, Panasonic
9. MARKET OVERVIEW OPEN ACCESS
Boxee
Demand
Hulu Media
Revision 3
YouTube
Next New Metacafe
XBox Networks
BBC
PRO iTunes UGC
CBS
Amazon
Netflix
Sony
9
IPTV
TV
WALLED GARDEN
Box-Plays TV-Stations Web-TV CONTENT
10. MARKET OVERVIEW OPEN ACCESS
Boxee
GoogleTV
Demand
Hulu Media
P7S1 &
Revision 3
RTL JV
YouTube
Next New Metacafe
XBox Networks
BBC
PRO AppleTV iTunes UGC
CBS
Amazon
Netflix
Sony
10
IPTV
TV
WALLED GARDEN
Box-Plays TV-Stations Web-TV CONTENT
19. „We’re moving to a ,best screen
available‘ model, where
consumers are going to want
to watch what they want,
when they want, on whatever
screen is around right NOW.“
http://www.businessinsider.com/jim-louderback-future-of-cable-tv-2010-4#ixzz0mmo7WfvC 19
21. Beispiel
BBC iPlayer
15 Plattformen
141m „requests for programs“ im November 2010 (+32% YoY)
6m mobile requests im November 2010 (4%)
288 min pro User/Monat
21
22. Eckpfeiler
Programmierbar Schnittstellen und Zugriff von Außen
Zugänglich URLs für alle Inhalte
Syndizierbar Weiterverwertung durch Dritte
http://www.avc.com/a_vc/2005/11/the_future_of_m.html 22
41. Neue Musik TV Plattform ...
50.320
47.569
45.579 45.357
43.588 43.700 43.911 43.650
37.527
32.357
Jan 2010 Apr 2010 Jun 2010 Aug 2010 Okt 2010
Vevo Nutzer in Millionen pro Monat
Comscore Videometrix / Unique Users per Month
44. ... und PayTV Anbieter!
23.212
Subscribers in Thousands
18.760
16.000
14.318
12.706
5.038
c ast c tTV et flix D ish rne
r
Cox
Co
m
D ire N e Wa
Tim
46. Der Markt wartet nicht!
11000
Video Viewer in Tausend pro Monat
8800
19 Min
6600 /Video
5407
4400
3067
2090 2380
2068
2200
161
0
Dec 07 Aug 08 Dec 08 Jul 09 Aug 09 Jul 10
Megavideo.com ProSiebenSat1 Sites RTL Group Sites
Comscore Videometrix / Video Viewer per Month / Germany 46
53. Multiplikation der Geschäftsfelder
Revenue sources
Paid content Advertising
Transaction Traffic
One
Sub. PPU CPM CPC CPO
time
Content/services
Video TV Programs Movies UGC
Catch Catch Syndic Destina White-
Live VoD Live VoD Original Captured
Up Up ation tion label
Devices
PC TV/ Console Mobile phone Other mobile devices
Distribution
Fixed broadband Wireless broadband Cellular Broadcasting
53
54. Revenue sources
Paid content Advertising
Transaction Traffic
One
Sub. PPU CPM CPC CPO
time
Content/services
Video TV Programs Movies UGC
Catch Catch Syndic Destina White-
Live VoD Live VoD Original Captured
Up Up ation tion label
Devices
PC TV/ Console Mobile phone Other mobile devices
Distribution
Fixed broadband Wireless broadband Cellular Broadcasting
54
55. Revenue sources
Paid content Advertising
Transaction Traffic
One
Sub. PPU CPM CPC CPO
time
Content/services
Video TV Programs Movies UGC
Catch Catch Syndic Destina White-
Live VoD Live VoD Original Captured
Up Up ation tion label
Devices
PC TV/ Console Mobile phone Other mobile devices
Distribution
Fixed broadband Wireless broadband Cellular Broadcasting
55
56. Revenue sources
Paid content Advertising
Transaction Traffic
One
Sub. PPU CPM CPC CPO
time
Content/services
Video TV Programs Movies UGC
Catch Catch Syndic Destina White-
Live VoD Live VoD Original Captured
Up Up ation tion label
Devices
PC TV/ Console Mobile phone Other mobile devices
Distribution
Fixed broadband Wireless broadband Cellular Broadcasting
56
57. Revenue sources
Paid content Advertising
Transaction Traffic
One
Sub. PPU CPM CPC CPO
time
Content/services
Video TV Programs Movies UGC
Catch Catch Syndic Destina White-
Live VoD Live VoD Original Captured
Up Up ation tion label
Devices
PC TV/ Console Mobile phone Other mobile devices
Distribution
Fixed broadband Wireless broadband Cellular Broadcasting
57
58. Revenue sources
Paid content Advertising
Transaction Traffic
One
Sub. PPU CPM CPC CPO
time
Content/services
Video TV Programs Movies UGC
Catch Catch Syndic Destin White-
Live VoD Live VoD Original Captured
Up Up ation ation label
Devices
PC TV/ Console Mobile phone Other mobile devices
Distribution
Fixed broadband Wireless broadband Cellular Broadcasting
58
59. Revenue sources
Paid content Advertising
Transaction Traffic
One
Sub. PPU CPM CPC CPO
time
Content/services
Video TV Programs Movies UGC
Catch Catch Syndic Destina White-
Live VoD Live VoD Original Captured
Up Up ation tion label
Devices
PC TV/ Console Mobile phone Other mobile devices
Distribution
Fixed broadband Wireless broadband Cellular Broadcasting
59