2010 Capital Markets Day

      Laurence Miall-d’Aout, Chief of Staff Free-TV


      The Benefits of having the Largest B...
MTG’s integrated position is Unique

             Collective Intelligence: the notion that what determines the inventivene...
MTG – the largest footprint in Europe

1987: TV3 Sweden         1988: 3 markets   2010: 31 markets   Largest Broadcast Foo...
Leverage from Geographical Expansion - scalability


          •    Time to market:                                       ...
MTG Integrated Pay- & Free-TV:
    Benefits of Owning & Distributing Content


      • Higher incremental margins         ...
Integrated Broadcasting: Benefits of Broadcasting hubs

        Creative services for the whole group                     ...
Integrated Culture & Organization

         Scandi

                  MTG Culture &
                   Organization

Free-...
MTG’s integration of online television

               Unique flexibility to either drive Pay TV revenues & maximize reach...
MTG is Greater than the Sum of its parts


            Geographical spread                      Integrated Broadcasting
  ...
2010 Capital Markets Day

      Laurence Miall-d’Aout, Chief of Staff Free-TV


      The Benefits of having the Largest B...
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The Benefits of having the Largest Broadcast Footprint in Europe & being an Integrated Free and Pay-TV Operator

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Laurence Miall-d’Aout, Chief of Staff Free-TV. Capital Markets Day 2010

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The Benefits of having the Largest Broadcast Footprint in Europe & being an Integrated Free and Pay-TV Operator

  1. 1. 2010 Capital Markets Day Laurence Miall-d’Aout, Chief of Staff Free-TV The Benefits of having the Largest Broadcast Footprint in Europe & being an Integrated Free and Pay-TV Operator Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB 1
  2. 2. MTG’s integrated position is Unique Collective Intelligence: the notion that what determines the inventiveness and rate of cultural change of a population is the amount of interaction between individuals Scandi MTG Organization • Geographical & Culture scalability • Integrated Free- Free- and Pay Pay- TV TV Brc • Integrated Hub broadcasting hub • Integrated organisation and Emg Mkts culture Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB
  3. 3. MTG – the largest footprint in Europe 1987: TV3 Sweden 1988: 3 markets 2010: 31 markets Largest Broadcast Footprint in Europe launch • 31 territories • 125 million viewers • 27 Free-TV channels in 11 countries • 21 Pay-TV channels in Scandi, 12 in East and 1 in the US • CTC Media in Russia with 3 Free- TV channels (38.9% ownership) • African expansion Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB
  4. 4. Leverage from Geographical Expansion - scalability • Time to market: • Pan-negotiation: – Pay-TV launch – Content acquisition – Free-TV launch – Pan-sales – Satellite and boxes • Model replication: • Strong position vs competitors – Media house strategy Growth in Net Sales YoY (%) – DTH in Baltic and Ukraine 2009 vs 2008 1 0% +7% 0% -10% -1 0% -2 0% -30% -3 0% -4 0% CME ProSiebe n MTG (East) (Free) 1 Includes Ukraine from Q408 Modern Times Group MTG AB 2 Excluding non-recurring items Nasdaq OMX Stockholm : MTGA, MTGB
  5. 5. MTG Integrated Pay- & Free-TV: Benefits of Owning & Distributing Content • Higher incremental margins Free- & Pay-TV 21 pay channels in Scandi are all Premium reducing fixed costs • Leverage for Viasat Pay-TV business TV3 a “must-have” (virtual operator) 3rd party Viasat • Enhanced competitive position – the 3C – Cross-selling – Cross-promo + 61 channels Basic – Cross-content Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB
  6. 6. Integrated Broadcasting: Benefits of Broadcasting hubs Creative services for the whole group Play-out synergies across Europe Cost saving • 30 channels broadcasted from one Best expertise synergies Transmission Control Room in WD • Lower fixed costs • Highly skilled workforce Low • Previous launches incremental Best practice • Top promos used in cost of Pay-TV • Launch time minimal across markets several markets channel Look and feel • Successful replication synergies of channel IDs across Risk mitigation • Redundancy (Riga playout) markets: • Full play-out control – TV3 in 8 markets – TV6 in 5 markets – V4 in 3 markets Proven World Class Success & In-Depth Viasat Access to highly experienced Personnel, Launch brand understanding experience & low-costs Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB
  7. 7. Integrated Culture & Organization Scandi MTG Culture & Organization Free- Pay- Local TV Brc TV Hub Package & Management Mean & Lean Control / Emg Mkts Price Offering Synergies Central Sales Practice Observe the Centralized Acq Sharing / Best Outside costs knowledge practices New areas of Development potential revenues Training Overhead / expertise Sales Show- Cost manship Control Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB
  8. 8. MTG’s integration of online television Unique flexibility to either drive Pay TV revenues & maximize reach Free TV +Viasat On Demand TV +Catch-up TV Paradise Hotel DK linear viewers in Denmark Paradise Hotel DK – viewing from Paradise Hotel SE views in Sweden from season 1 to 6 (000s) season 5 & 6 in DK (SEK 000s) per episode in 2010 (000s) INCREASING VIEWING YOY DKK 3.7M IN SEASON 6 PLAY DOUBLED THE EYEBALLS 10000 Season 5 Season 6 500 9000 350 8000 450 + 300 400 7000 250 301 350 6000 300 200 234 5000 250 198 4000 200 150 171 3000 150 100 133 130 2000 100 50 50 1000 0 0 0 Season 1 to 6 Week 1 to 10 Eps 1 to 40 Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB
  9. 9. MTG is Greater than the Sum of its parts Geographical spread Integrated Broadcasting • Scalability • Cost synergies • Leverage from pan-European • Leverage from expertise experience Integrated Organization & Integrated Free & Pay Culture • Benefits of owning Content & • Central & Local Distribution • Sales, Showmanship and cost • Enhanced competitive control positioning Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB
  10. 10. 2010 Capital Markets Day Laurence Miall-d’Aout, Chief of Staff Free-TV The Benefits of having the Largest Broadcast Footprint in Europe & being an Integrated Free and Pay-TV Operator Modern Times Group MTG AB Nasdaq OMX Stockholm : MTGA, MTGB 10

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