Canvas vod tdt

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Canvas vod tdt

  1. 1. Code-P0 The information contained in this document belongs to Value Partners S.p.A and to the recipient of the document. The information is strictly linked to the oral comments which were made at its presentation, and may only be used by attendees of that presentation. Unauthorized copying, disclosure or distribution of the material in this document is strictly forbidden and may be unlawful. Project Canvas Nick Verkroost, Value Partners Madrid, 12th May 2010
  2. 2. Introduction • Explain the drivers behind the Project Canvas initiative in the UK • Introduction to Project Canvas, looking at the technical standard, the platform and user experience • Share the findings of Value Partners Market Impact Assessment of Project Canvas For the conditions of use of this document please refer to the front page 1
  3. 3. TV-VOD services in the UK are developing rapidly with pay-TV operators and manufacturers entering the market Virgin Media: Sky: iPlayer via cable (launched 2008) Project Darwin (expected 2010) • Launched BBC iPlayer mid 2007 • True VOD (Sky Player and - 17m iPlayer views per month iplayer) via IP to TV STB from 3.6 million subscribers - 20% of total iPlayer views • New middleware (Fusion from NDS) • 58% of subs use VOD (Q4 2009) - can handle web apps (e.g. Flash) • Average of 35 views/user/month - uses progressive downloading TV manufacturers: Total iPlayer monthly streams (m) Internet TVs (from 2009) Virgin Media 84.3 Online and other • Panasonic launched ibroadband- 17.3 55.3 enabled HDTV offering content from online partner YouTube 16.2 67.0 direct to the screen 20.4 39.1 20.4 • Samsung with Yahoo! and Intel developing web-based widgets May 2008 May 2009 March 2010 for broadband-enabled HDTVs Source: Value Partners analysis, BBC, Virgin Media, Sky, Press search, Screen Digest 2
  4. 4. Fragmented market presents challenges for FTA broadcasters and non-linear content providers Why do we need Canvas? Freeview and • Current DTT platforms offer only linear services FreeSAT have • Digital Television Group (DTG) Dbook6 standard enables VOD but does not to been slow to support web based applications such as Flash evolve • Risk that DTT proposition unable to compete - Loss of investment in DTT platform - Restricts TV-VOD to those users who are willing to pay for it No industry • Content providers must reversion content for different devices agreed standard • Electronics manufacturers build to individual specifications for TV-VOD • Risk of standards war (e.g. Blu-ray vs. HD DVD) Service • Content providers must have a commercial relationship with the TV providers act as platform to obtain a route to market gatekeepers • Platform operators control how and when users access content Source: Value Partners analysis 3
  5. 5. Project Canvas is a partnership between content providers and ISPs to build an open internet-connected TV platform Canvas consortium 1 Technical standard • Joint Venture to promote the platform to • Agree with industry a technical standard consumers and the content, service and for TV-VOD developer community • Freely published • No commercial relationship between the • Likely to form the DTG’s Dbook7 standard consortium or any providers of content to the platform; consortium does not act as a 2 Open platform gatekeeper to content on the platform • Build, run and promote an open platform • Provide an upgrade to existing DTT • Provide route to market for a wide range of content and service providers 3 Electronic Program Guide (EPG) • Create a common and consistent UI • Seamlessly link linear and non-linear content • Owned by JV and licensed to manufacturers Source: Value Partners analysis, Project Canvas, BBC 4
  6. 6. Canvas delivers an open platform for content providers, built on a common technical standard Canvas platform Delivered through broadcast channel Individual portals developed Delivered through broadband channel by content providers or aggregators Designed • Canvas combines Individual Individual Individual and linear DTT content content content controlled by content service, delivered provider portal provider portal provider portal providers through broadcast channel with non- linear VOD and Includes links to web services, individual VOD VOD & web console delivered via portals, web Designed broadband applications and and centralised controlled • Individual content functionalities Linear VOD Web by Canvas PVR consortium providers design, (e.g. search) EPG extension apps operate and control their own portals for VOD In line with existing DTT content and web Extension of standard linear EPG to include standards (e.g. Freeview) direct access to VOD content (e.g. catch-up) applications and web applications Source: Value Partners analysis, Project Canvas, BBC 5
  7. 7. Central to the Canvas proposition is a common user interface that seamlessly links broadcast and broadband content Source: Project Canvas, BBC 6
  8. 8. Video On Demand EPG provides access to individual portals Source: Project Canvas, BBC 7
  9. 9. Content providers retain full control of their VOD portal (1) Source: Project Canvas, BBC 8
  10. 10. Content providers retain full control of their VOD portal (2) Source: Project Canvas, BBC 9
  11. 11. Web applications provide access to popular online services and other features such as games, news feeds, and apps Source: Project Canvas, BBC 10
  12. 12. Web apps may provide an opportunity for service providers to develop account management portals and sales channels Source: Project Canvas, BBC 11
  13. 13. Canvas creates new opportunities for pay VOD, including the development of ‘pay-as-you-go’ e-wallets y nl O e iv c at di In Source: Value Partner analysis 12
  14. 14. BBC Trust must weigh up the public value of Canvas against an assessment of market impact, performed by Value Partners Process Public Value Assessment 1 • Value to licence fee payer TV market • Value to society through BBC’s Public Purposes Market Impact Assessment • Value for money • Assess likely impact of 2 Canvas on the markets it VOD market influences 3 ISP market Source: Value Partners analysis, BBC Trust 13
  15. 15. 1 Canvas is forecast to reach 4m households by 2015, securing investment in the DTT platform TV market impact Forecast DTT households, millions Impact on subscriber base, in 2015 Non-Canvas HHs relative to a world without Canvas Canvas HHs 10.8 11.0 10.9 10.8 10.4 10.6 2-4% 6.8 4-8% 8.0 9.2 9.8 10.3 10.2 DTT 5-9% platform 4.0 2.9 1.8 1.0 0.4 up to 100% 2010 2011 2012 2013 2014 2015 Source: Value Partners analysis 14
  16. 16. 2 Canvas to increase VOD viewing to 5-8% of total viewing by 2015, paving the way for non-linear pay services VOD market impact Share of television viewing in 2015, % Opportunities for pay VOD VCR Catch-up PPV “Archive” PPV, 3% 5% VOD 8% series stacking, DVD 12% 12% PVR 11% Linear rental direct to TV 85% 83% 80% “Freemium” content, Preview window, for including reality shows a premium and ‘play along’ game shows “watch the next episode now” Without Canvas Canvas Canvas base case high case Source: Value Partners analysis 15
  17. 17. 3 Canvas is likely to significantly increase the demand for capacity, but not necessarily increase network costs ISP market impact Total data traffic in peak hour, Gbps LLU ISPs 5000 Canvas • LLU ISPs are provisioning their network No Canvas capacities for significant increases in usage 4500 regardless of Canvas entering the market 23% increase 4000 • The increase in broadband traffic resulting from in data traffic Canvas would not necessitate any further 3500 increases in capacity 3000 • Canvas would be unlikely to increase network costs for LLU ISPs 2500 Non-LLU ISPs 2000 • Costs increase in line with usage 1500 Bitstream products on usage-based pricing 1000 • As such, Canvas would increase network costs as the amount of network usage 500 increases 0 • Limitations in cost increases could be 2010 2011 2012 2013 2014 2015 achieved through CDN technology to efficiently transmit data across the network Source: Value Partners analysis 16
  18. 18. Lessons learned Creates value for broadcasters Need a catalyst Secures to drive project investment in forward DTT platform Reflections on Project Canvas Public sector Determines involvement can single standard delay process Engagement along value chain is vital Source: Value Partners analysis 17
  19. 19. Thank you for listening… Nick Verkroost Email: nick.verkroost@valuepartners.com Tel. +44 (0) 20 7630 1400 Company profile: Value Partners is a global management consulting firm which draws on 400 professionals from 25 nationalities. We are the leading company in the Digital Media, Broadcasting and Telecoms sectors, supporting the top managers of multinationals engaged in change, globalisation and innovation. We deal not only with strategy, but with all those issues which are strategic for our clients. Our clients span all sectors of the rapidly evolving digital market-place including television, mobile telecoms, music, new media, the Internet, radio, fixed telecoms and sports. We have recently worked for the BBC, Vodafone, Ofcom, BT, Virgin Media, ITV, O2 and the Premier League. For the conditions of use of this document please refer to the front page 18
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