Uwe placzek

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FTTH Conference Europe 2012
Munich, 14 Feb 2012

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Uwe placzek

  1. 1. Uwe Placzek, CEOAcetrax
  2. 2. Direct access from the TV to the internet is the greatest trend of this years IFA and could lead to groundbreaking changes in the business of device and TV manufacturers in the coming years‘ Financial Times Germany, 02 Sep 20112
  3. 3. Home Entertainment in Europe • Blu-ray and Digital replace a fast-declining DVD business in an overall stable € 10bn home entertainment market 12 10 Mobile Video 8 Internet Video TV/ BD player-based VoD 6 BD 4 DVD 2 0 2010 2011 2012 2013 2014 2015 est.3 Confidential and Proprietary Source: Futuresource Consulting, 2010
  4. 4. Entirely new players enter the field • Smart TVs, BD Players and Game Consoles are key access enablers • Digital Media Adaptors can address households with no Smart devices Game 50% Games Consoles Pay-TV STB/PVR* Consoles 45% Household Penetration (%) Digital Media Adaptors TV Displays Blu-ray Live Players TV Displays 43% 40% BD Players 36% 30% Pay-TV 25% STB/DVR 20% 10% Digital Media Adaptors 7% 0% 2006 2007 2008 2009 2010 2011 2012 2013 2013 Household Penetration *Pay-TV STB/PVR includes all boxes with Ethernet input across IPTV/Cable/Satellite. Western Europe4 Confidential and Proprietary Source: Futuresource Consulting, 2010
  5. 5. Who will ‘own’ the household?5 Confidential and Proprietary
  6. 6. The Netflix Success Story – rival to big telcos like Comcast • In the last three years Comcast subscribers have declined on average 1.7% per year • In the same period, Netflix subscribers have more than doubled 30 25 20 Million subscribers 15 Comcast Netflix 10 5 0 2005 2006 2007 2008 2009 20106 Confidential and Proprietary Source: Diffusion Group, March 2011
  7. 7. Some figures ... • North America: 32.7% of peak downstream traffic = Netflix  The largest source of Internet traffic overall! • Europe: Largest single component of both upstream (59.7%) and downstream (21.6%) Internet traffic = BitTorrent  And where is legal? Source: Sandvine, May/Fall 2011 • Churn: Netflix Streamers likely to downgrade their PayTV service increased from 16% in 2010 to 32% in 2011 Source: Diffusion Group, March 20117 Confidential and Proprietary
  8. 8. Real-time entertainment over the Internet – boon and bane8 Confidential and Proprietary
  9. 9. Home entertainment is at a step change9 Confidential and Proprietary
  10. 10. 10 Confidential and Proprietary
  11. 11. We heard that 10 years ago; why it happens now? • Broad availability of highspeed Internet • New generation of Smart TVs, powerful Tablets and other devices hit the market • Services are pre-installed on the devices – easy to use • Direct to TV services become independent from Cable or Internet carriers Delivery of Internet video to the TV will grow nearly six-fold in the next five years, from $1.2 billion in 2009 to $8.6 billion in 2014. Source: Parks Associates 201011 Confidential and Proprietary
  12. 12. 2011: Direct access from the TV to the internet is the greatest trend of this years IFA and could lead to groundbreaking changes in the business of device and TV manufacturers in the coming years‘12
  13. 13. 2006:13
  14. 14. Our company • Founded in 2006 • Based in Zürich • Premium VOD operator • Pan-European licenses with major content providers • Partner with large international CE brands for Embedded Apps • Independent – Privately owned and financed14 Confidential and Proprietary Picture © Zürich Tourism
  15. 15. Our approach15 Confidential and Proprietary
  16. 16. ‘SuperMAM’ – key for efficiency and scale • Multi-territory, multi-language, Controlled, unified access to full range of devices multi-device, multi-tenant • Manages all digital content formats (pictures, audio, video, games, Premium VOD documents or software) content Device & UI handling User & account • Key to combine home entertainment management and e-retail (merchandise option) Ad server integration • Service aggregation, channeling-in of e-retail partners and ad-server integration all possible in one place Premium TV channels • Limitless expansion possibilities (encrypted) Channelling-in of to more countries, more content and Aggregated Web Open API for e-retailers contents affiliated parties more devices • Key-IPRs owned by Acetrax16 Confidential and Proprietary
  17. 17. Customer freedom through Cloud17 Confidential and Proprietary
  18. 18. Leading Studios‘ and local content18 Confidential and Proprietary
  19. 19. Pan-European coverage • Service available already in 7 key European markets • Covering 120 million households • Potential to expand rapidly across other jurisdictions19 Confidential and Proprietary
  20. 20. Broad market access through Embedded Apps • Deals in place with more than 70 CE brands – All major TV brands under Smart TV / BD: contract; in discussion with Acetrax App installed base Sony in 7 existing markets (in mn) 60 – Smart TVs, BD players, set-top boxes (incl. hybrid), tablets, 42 smartphones and computers (incl. Apple) 30 • Webshop addresses 80 million broadband households today 16 8 3 2010 2011 2012 2013 2014 201520 Confidential and Proprietary Source: Acetrax composite CE manufacturers
  21. 21. Cloud-based VOD directly to people‘s homes21 Confidential and Proprietary
  22. 22. Acetrax ‘Best App’ on LG and Panasonic Confidential and Proprietary 22
  23. 23. 4 Stars from Stuff magazine23 Confidential and Proprietary
  24. 24. Great – and us?24 Confidential and Proprietary
  25. 25. The mission: Conversion!25 Confidential and Proprietary
  26. 26. The core question: Dumb pipe – or not?26 Confidential and Proprietary
  27. 27. Where ‚Last Mile‘ meets ‚Over-the-Top‘ • QoS • Billing27 Confidential and Proprietary
  28. 28. What we can do for you 1. Help to upsell last-mile capacity (through HD, 3D) 2. Make you money with VOD – positive EBITDA from day one! 3. Help to fight disintermediation 4. Make you stay within the revenue streams of the new digital home entertainment era28 Confidential and Proprietary
  29. 29. Thank you! Uwe Placzek, CEO Acetrax AG +41 79 500 8336 uwe.placzek@acetrax.com www.acetrax.com29 Confidential and Proprietary

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