Managed Tv Vs Over The Top Video Nov 09 Idate


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Gilles Fontaine presentation at Digiworld Summit 2009

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  • Very interesting analyse but how do you see the revenue streams evolution ? video content being digitalized, copied and ubiquious.on the internet. driving its bare value to zero ? will the music value destruction strory be reproduced for movies?
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Managed Tv Vs Over The Top Video Nov 09 Idate

  1. 1. Managed TV Vs Over the top video The impact of connected TVs on the TV industry Gilles Fontaine IDATE [email_address]
  2. 2. The background: the web migration
  3. 3. A third phase begins for the video industry
  4. 4. 4 key enablers for over the top video Breakdown of video related advertising in 2020 Share of Internet only households Time spent watching video in France 2008-2020 (mn/day) Seamless solutions to access Web Video on any terminal Premium content available on the Internet <ul><ul><li>Consumers increasingly familiar with Web video </li></ul></ul><ul><ul><li>Key players supporting Internet migration </li></ul></ul><ul><li>Consumer Electronics </li></ul><ul><li>OS </li></ul><ul><li>Search engine </li></ul><ul><li>Computers manufacturers </li></ul><ul><li>… </li></ul>
  5. 5. The emergence of new TV platform services Right holders TV channel EPG/OS Content packager Network Terminal Consumer New services providers managing the content
  6. 6. Incumbent are challenged and reacting Advanced STB to move into the digital home Securing exclusive content Gaining space shelve on all platforms Controlling the eco-system New competitors on the VOD market Theme channels challenged by OTT services Triple-play value proposition threatened Direct distribution of (non premium) programming by US majors Network congestion Right holders TV channel EPG/OS Content packager Network Terminal Consumer
  7. 7. The migration of content to the web mechanically destroys value Profitability per hours of video selon le service (UK, 2008-2020) (base 100 = Live TV, 2008) The Press case Revenues per reader/month vs. revenues per UV/months (EUR) The Music case Digital and physical markets 2004-2007 (trade basis) Tarifs and volume effects
  8. 8. Focus on connected TV & Devices
  9. 9. Broadcast+ Catch-up TV Content portal OTT premium Home server Personal content Enriched TV Best of web Many solutions to connect the TV set Internet Set-top-box Connected TVs, DVD+ Terminal + service Home servers Hybrid STB Broadcast+Broadband
  10. 10. The key components of the digital home <ul><li>Just widgets or… </li></ul><ul><li>The future digital home solution: </li></ul><ul><ul><li>DVR </li></ul></ul><ul><ul><li>Personal content management </li></ul></ul><ul><ul><li>Remote access </li></ul></ul><ul><ul><li>OTT content and services </li></ul></ul><ul><ul><li>Broadcast video </li></ul></ul>Off-line or on line? Embedded on the TV set? Embedded on the telco box?
  11. 11. Pending questions on the user interface Is the consumer ready to confront with technology embedded in its TV set? Will the consumer accept pushed advertising overlaying its TV programmes? Is the remote user-friendly enough to interact with the TV set? How to identify the viewer to let him connect to its web services?
  12. 12. Sizing the connected TV user base Connectable devices installed base - Europe Connected consoles lead the market Stand alone devices benefit from full digital home capabilities Connected TV sets develop on market renewal 40% households with a connectable device in 2012
  13. 13. Content is the driver, not the business model Digital home players leveraging content Increase brand stickyness through interoperable devices Leveraging content to increase market share and increase prices Increase brand stickyness through interoperable devices Leveraging content to increase market share and increase prices Leveraging content to increase market share Bundle content and devices for high-end customers Spread Windows use across new devices Develop home servers as a new high value product Enter the residential market Enter the TV set, media, advertising market Extend the search business to video content Enter the TV set, media, advertising market
  14. 14. Some key questions <ul><li>Are we going to see a true OS on TV; how far will the integration (storage) go? </li></ul><ul><li>Services: Full web, premium, personal content, social networking on TV? </li></ul><ul><li>Who will manage the new platforms: Internet portals, pay-TV providers, telcos, CE manufacturers, technical? What impact on the IPTV services? </li></ul><ul><li>Will OTT content and services by-pass the TV channels? Change the way advertising is managed? </li></ul><ul><li>How big is the connected TV issue? How many connected households within 5 years? What will be the share of direct TV connection, game consoles, home servers, etc.? </li></ul>
  15. 15. About us
  16. 16. Who we are <ul><li>We benefit from a 30-years reputation built on expertise and independence. </li></ul><ul><li>We have built a broad network of contacts with executives across Europe, the US, Asia and Africa (Telcos, Vendors, European Commission, NRAs, …) </li></ul><ul><li>Our team of 35 consultants combine a wide array of expertise (engineers, market analysts and economist) and a set of proven methodologies (regulation, benchmark, strategic analysis, forecasting…). We manage 10 dedicated practices for each main sub-field of the ICT domain. </li></ul><ul><li>Our consulting capabilities build on in-house research , with proprietary data bases. </li></ul><ul><li>We directly manage our international assignments , with periodic support from a global network of rep uted partners covering all key markets. </li></ul>
  17. 17. Our services <ul><li>We provide market research and business intelligence consulting services . Our assignments include techno-economic assessment , market sizing & forecasts , benchmarks , evaluation , business modeling , roadmaps . </li></ul><ul><li>We also advise public bodies , and especially local authorities, to define their ICT strategy. </li></ul><ul><li>We specialize in ICT markets : Telecom, Internet, Media, with specific expertise on EMEA and Asian markets, with a comprehensive approach to innovation: technologies, products & services, markets & usage. </li></ul><ul><li>We also deliver our expertise in the form of market reports . </li></ul>
  18. 18. Expertise in the content industry <ul><li>We focus on the impact of convergence on the content industry: </li></ul><ul><ul><li>NextGen television services </li></ul></ul><ul><ul><li>Online content </li></ul></ul><ul><ul><li>Video games </li></ul></ul><ul><ul><li>Digital Home </li></ul></ul><ul><ul><li>Television networks </li></ul></ul><ul><li>We provide our clients with: </li></ul><ul><ul><li>Data and forecasts </li></ul></ul><ul><ul><li>Road map and assessment of disruptive technologies </li></ul></ul><ul><ul><li>Benchmark of new services </li></ul></ul><ul><ul><li>Market sizing and business planning </li></ul></ul><ul><ul><li>Policy evaluation </li></ul></ul><ul><ul><li>Training </li></ul></ul>
  19. 19. 2009 selected references <ul><li>Consulting </li></ul><ul><li>Growth potential of the French pay-TV market </li></ul><ul><li>Impact of the connected TV on a telco strategy </li></ul><ul><li>Cost effectiveness of satellite for distribution of TV channels </li></ul><ul><li>State of the art of epaper </li></ul><ul><li>Digital cinema business planning </li></ul><ul><li>Online advertising best practices </li></ul><ul><li>Impact of User-Created Content on the Information Society </li></ul><ul><li>Outsourcing opportunities in the video game industry </li></ul><ul><li>Business plan for a VOD service over DTT </li></ul><ul><li>10 years forecasts of the DTH world market </li></ul><ul><li>Best practices on the ebook industry </li></ul><ul><li>Market reports </li></ul><ul><li>Next Gen television services </li></ul><ul><li>TV 2020: the Web migration </li></ul><ul><li>The world television market </li></ul><ul><li>The world video game market </li></ul><ul><li>The Ingame advertising market </li></ul><ul><li>Which network to deliver HDTV in Europe? </li></ul><ul><li>The Pay-TV market in Europe, 2008-2013 </li></ul><ul><li>The connected TV in the Digital Home </li></ul><ul><li>3D video </li></ul><ul><li>The serious gaming markets </li></ul><ul><li>Broadcast mobile television </li></ul><ul><li>Internet video </li></ul>
  20. 20. Our network <ul><li>A global network of strategic partners </li></ul><ul><li>A complementary network of key partners by country and by skills </li></ul>HQ / subsidary & strategic partners Key Partners IDATE Europe IDATE HQ (France) IDATE Americas CENTRIS (USA) IDATE Asia GII (Japan)
  21. 21. Our Clients Equipment Anritsu Alcatel-Lucent* Alcatel Space Acome Ascom Atos Origin* Cap Gemini* Ciena* Cisco Systems* Comverse Ericsson* Dell Fujitsu Hewlett Packard Hitachi IBM* LG Microsoft* Mitsubishi Motorola* Nec Nokia Nortel Panasonic Sagem* Samsung Sony Siemens SK Telecom Thomson* ZTE … Telcos Axione Algérie Télécom AT&T Belgacom Bouygues Telecom* BT* Cable and Wireless Deutsche Telekom* DoCoMo* Easynet Eutelsat* France Télécom* KT Mauritel NTT Maroc Telecom* Orange* Portugal Telecom Qualcomm* SES Astra* SFR* TDF* T-Online Telecom Italia Telefonica* Telespazio Telia Tiscali Tunisie Telecom Vodafone … Media Groups Arte BBC BskyB Canal+ France Télévisions Globo Infogrames Lagardère M6 Mediaset Pathe RAI RTL TF1 TV Cabo UPC Vivendi Universal … Banking-Finance ABN Amro BEI BNP Paribas CDC* CCF Goldman Sachs HSBC Iris Capital* Morgan Stanley Société Générale* … Regulators, Government AFOM ANIE ANRT ARCEP CIAJ CNC CNES CSA Danish IT & Telecom Agency DIACT EBU EDF EITO ESA ETNO European Commission GSM Association La Poste Local Authorities Ofcom Oseo Sacem … Consulting AT Kearney Accenture Bain & Company KPMG McKinsey Pricewaterhouse-Coopers* …