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Video Footprint: Western Europe


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Video Footprint: Western Europe

  1. 1. / Irleo Footprim: VI/ esterp Europe MONETIZATION Cloud video ARPU Uplift $7.15 CIOUGDVRARPU $1.75 TAM New Services TAM $IO.9B Rental and purchase $2.5B CDN, Sl. A,anawcs $5.7B Subscrblion $1.68 ARDU. Av. -:-‘age rw-~»m. n pa’ 1." -; «' TAM: Ton-' : sddn: -53:»5I-: - market CON: Cont: -nl Dc-‘nary Ni. -twolk SLR SeMc»: - Ii. -gs’ agw-: -m-_-nu OMS: Comm! m .1;-; ern»2nI syatem OPTIMIZATION 2 Overall swings Vinnallzation 35% $0.93 Source A or savirgs ovnualizarion of CDN, CMS and uanscoding oMedla gateway