!Bus Insider mobile video outlook 2013

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  • https://intelligence.businessinsider.com/bii-chart-of-the-day-mobile-video-surged-last-quarter-2012-8Extra charts:https://intelligence.businessinsider.com/youtube-may-be-feeling-the-heat-from-video-sharing-apps-2012-5https://intelligence.businessinsider.com/online-video-growth-december-2010-vs-december-2011https://intelligence.businessinsider.com/us-video-engagement-monthly-minutes-per-active-userhttps://intelligence.businessinsider.com/mobile-video-viewing-trends-q1-2012
  • Connected devices – games consoles*http://www.businessinsider.com/chart-of-the-day-mlbtv-subscriber-usage-by-platform-2012-8Adjust
  • !Bus Insider mobile video outlook 2013

    1. 1. The MobileVideo BoomMarcelo BallvéEditorial Director, Business Insider IntelligenceOctober 28, 2012
    2. 2. Mobile video audiences haveexploded – 77% increase in two yearsSource: Nielson Cross-Platform Report
    3. 3. Mobile’s share of total video viewsnearly doubled in only 3 monthsSource: Ooyala Global Video Index Report, Q2 2012CombinedTabletsSmartphonesShare ofTV/VideoViewingTime, Globally
    4. 4. So, what’s behind this surge?
    5. 5. First, mobile device sales have explodedin recent yearsPersonal ComputersSmartphonesTablets-100,000,000200,000,000300,000,000400,000,000500,000,000600,000,000700,000,000800,000,000900,000,0001,000,000,0002000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011UnitsGlobal Internet Device SalesSource: Gartner, IDC, Strategy Analy cs, company filings, BI Intelligence es mates
    6. 6. And so has mobile contentconsumption41%27% 26%23%59%53%29% 29%22%9% 10% 9%5%57%53%25%27%20%Books Movies TV Shows Magazines News SocialNetworkingDownloadedMusicSports StreamingRadioMedia Content Accessed Through Mobile DeviceTablet SmartphoneSource: Nielsen Q4 2011 Mobile Connected Device Report
    7. 7. But there’s a lot more to it.
    8. 8. Our viewing habits are driving the boom.
    9. 9. In the U.S.,TV has lost viewers …Audience sizeSource: Nielson Cross-Platform Report
    10. 10. And live ratings have declined
    11. 11. … Amid a tectonic shift toon-demand and on-the-go videoSource: Nielson Cross-Platform Report
    12. 12. PayTV subscriptions also are trendingdownSource: Bernstein Research, BI Intelligence estimatesCableSatelliteTelCoTotal-1000-800-600-400-200020040060080010001Q09 2Q09 3Q09 4Q09 1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12SubscriberNet Addi ons(thousands)Pay TV Subscriber Net Addi ons
    13. 13. Online video is real and growing fastNe lixYouTubeHulu$0$1,000$2,000$3,000$4,000$5,0002006 2007 2008 2009 2010 2011TotalDigitalRevenues(millions)Source: Company filings and BI Intelligence es matesDigital Video Revenue, 2006-2011
    14. 14. And mobile (along with Xbox, etc.)is taking view share from PCs91.8%8.2%Q295.9%4.1%PC/Mac Non-PC/MacQ1Source: FreeWheelShare ofVideoViews, Q1 vs. Q2 2012
    15. 15. Major League Baseball’s video breakdownreveals this trend towards mobileConnected devices: game consoles and media playersHow MLB’s “At Bat” video subscribers watch the games:4%2%17%13%9%6%20%25%0%5%10%15%20%25%30%WirelessDevices OnlyWireless andConnectedDevicesWireless andDesktopWireless,ConnectedDevices, andDesktop20112012Source: MLB
    16. 16. There’s another factor …
    17. 17. More widespread usage of 4G LTE 4G LTE is 10x faster than 3G Boosted bandwidth allowsfor quicker uploads andbetter streaming quality Those with 4G LTE are 33%more likely to watch mobilevideo than those without it.(source: comScore)
    18. 18. 4G already has 14M customers in the U.S.The ‘BigThree’ LTE MarketsSource: Wireless Intelligence, Q2 20120246810121416Japan Korea USMillionsofLTECustomers
    19. 19. And more carriers are beginning tooffer 4G, and in more marketsNumber of U.S. markets with LTE coverage, by carrierSource: Wireless Intelligence Q2 2012, carriers0 100 200 300 400VerizonAT&TSprintMetroPCS
    20. 20. Let’s dig into mobile videohabits.
    21. 21. 30% 29%41%48%0%10%20%30%40%50%60%Q3 2011 Q4 2011 Q1 2012 Q2 2012Percent Of Viewing Time Spent On Videos Over 10 Minutes In LengthSource: OoyalaMyth: Smartphone owners don’t watchlonger videos.They do!
    22. 22. Longer videos are being played across allmobile devices (advertisers like that)Average Minutes Per PlaySource: Ooyala, 20122.32.054.12.9900.511.522.533.544.5Tablets Tablets and SmartphonesMinutesQ1 Q2
    23. 23. Here are smartphones only…Source: Ooyala, 2012Average Minutes Per Play1.81.871.761.781.81.821.841.861.88Q1 Q2Minutes
    24. 24. Tablet users “lean back” and watch videosmore often than smartphone users0%10%20%30%40%50%60%Ever in Month Once to Three Times A Month At Least Once A Week Almost Every Day% of Tablet Audience % Of Smartphone AudienceSource: comScore, April 2012, age 13+
    25. 25. Mobile video audiences tend to beyounger thanTV viewersSource: Nielsen0%10%20%30%40%50%60%Mobile Video Tradi onal TVPercentage Of Audience Who Is 18-34
    26. 26. And they are also diverseSource: Nielsen5:175:125:094:514:334:404:484:555:025:095:165:24HispanicsAsiansAfrican-AmericansWhitesTime Spent on Mobile Video (Hours:Minutes)
    27. 27. LikeTV, mobile video tends to bewatched at night0%1%2%3%4%5%6%7%8%9%10%0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23ShareOfTotalTimeWatchedTime Of DayWhen People Watch Mobile Video, By DeviceTablet Weekday Tablet Weekend Smartphone Weekday Smartphone WeekendSource: Ooyala
    28. 28. Apple devices have a huge lead overGoogle’s Android in mobile video viewsWe are hereSource: Freewheel, Q1 2012iPod/iPod Touch10%Android15%iPhone20%iPad27%Xbox28%
    29. 29. What about mobile video ads?
    30. 30. Mobile ad platforms are seeing explosivegrowth in mobile video ads eMarketer predicts the U.S.mobile video ad market willreach $1.1 billion by 2015 Greystripe, a leading mobile adnetwork, saw a 300% growth inmobile video ad bookings fromQ3 to Q4 in 2011 YuMe, a leading video adnetwork and platform, saw 75%growth in mobile video adimpressions from Q1 to Q2 in2012
    31. 31. Video doubled as a share of executions onOpera’s ad network in just six monthsSource: Opera28%6%35%31%51%13%21%15%0%10%20%30%40%50%60%HTML5 Rich Media Video Standard Ads Expandable BannerJan-12 Jun-12
    32. 32. And there’s plenty of room to grow…00.20.40.60.811.21.41.61.80 0.2 0.4 0.6 0.8 1 1.2AdsPerViewerPerDayAd Load (Ads Per Video)Source: FreeWheelApp users still only seeing one or two mobile video ads per day
    33. 33. So, the boom will continue…right?
    34. 34. It depends.
    35. 35. Mobile video already accounts for 59% ofall mobile data usageData26%File sharing9%Video59%VoIP1%Gaming1%M2M4%Source: Cisco 2012Data Usage Share
    36. 36. Hours of HD videostreaming1Social media photoposts= 1,190Web pagesvisited= 400Games/Songsdownloaded= 104Hours ofstreaming music= 14Source: AT&TOne hour of HD mobile video uses14x the data of music streaming!
    37. 37. A continued mobile video surge willdrive mobile data usageSource: Cisco 20120123456782011 2012 2013 2014 2015 2016MillionsofTetrabytes
    38. 38. So, carriers might have a lot to say abouthow quickly mobile video grows Tiered data plans and highdata prices set by carrierscould be a huge drag onmobile video Question of whether costefficiencies are found and ifthose savings will be passedon to consumers
    39. 39. At the same time, there are still a lot ofsmartphones to be sold globallyFeature Phone SalesSmartphone Sales-5001,0001,5002,0002,5002010 2011 2012 2013 2014 2015 2016Global MobilePhone Sales(millions)Global Smartphone Penetra on ForecastWe are here
    40. 40. And many more tablets as wellE-Readers0501001502002503003504004505002010 2011 2012E 2013E 2014E 2015E 2016EUnitsSold(millions)Tablet Sales ForecastWe are here
    41. 41. So the future is definitely mobileFixed FixedFixedMobileMobile05001,0001,5002,0002,5003,0002005 2010 2015ConsumerBroadbandConnec ons(milions)G-20 Internet AccessSource: Boston Consul ng Group, Mary Meeker, Kleiner Perkins, Morgan Stanley Research, Berg Insight
    42. 42. Also, other ‘data-free’solutions may spring up.
    43. 43. Dyle liveTV app doesn’t use dataDyle requires a built-in orattachabledongle/antenna to pick upTV airwavesBacked by majorbroadcasters: Fox, NBC,etc.
    44. 44. Dyle poll finds audiences receptiveto more ‘data free’ mobileTV68%32%0%10%20%30%40%50%60%70%80%Will Watch More TV OnDyleWill Watch Same Amountor Less TV18-54 Year OldsSource: Dyle.TV
    45. 45. The sky is the limit for mobile video… Oct 14#spacejump is proof• Garnered an 8 milliondevice audience• Set aYouTube live streamrecord• Users turned to theirmobile devices to watchon a weekend
    46. 46. Thank you!
    47. 47. Henry BlodgetFounder, CEO & Editor-in-Chief,Business InsiderAlex Cocotas, AnalystMarcelo Ballvé, Editorial DirectorBI Intelligence is a new subscription service from Business Insiderthat provides in-depth insight, data, and analysis of the mobile industry.More info at intelligence.businessinsider.comPeter Lee, InternJosh Luger, Director of Subscription Products

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