Enterprise Mobile Video: What’s Next?

   A MediaPlatform Webcast with
  Jonathan Taplin and Greg Pulier
Presenters




        Jonathan Taplin              Greg Pulier
  Annenberg Innovation Lab          MediaPlatform
University of Southern California   President - Founder
             Director
The Future of IP Video




                         3
Steve Job’s Legacy




                     4
Beautiful




            5
Customized




             6
Shared




         7
Authentic




            8
Industry Trends
                             Multi-media services–voice, data, video


                               Seamless operation across transport
                                 media – wireline, wireless, cable


                                All things IP/Broadband Anywhere


                                  Increased flexibility and agility
                                    in deploying new services


                               Rapid content authoring & enablement
   WIRELINE WIRELESS CABLE



                                     Increased personalization


                              Device Centric    Subscriber Centric


                              Location Dependent      Independent



                                                                       9
Mobile Video




               10
Current Responses to The Digital Transition
          >Any Content vs. The Walled Garden


 Virtually Unlimited              Incumbent Controlled




                                                         11
Impact on Cable TV: Too Many Channels?




>Average consumer watches 9 channels regularly
>Cable Bundles offer 5 times that number
>The top 20 shows account for 75% of all viewing
>100% gain in ad inventory in 7 years
>Wide scale introduction of PVR’s

                                                   12
Advertiser Revolt




                    13
Marketers Want More Two-Way Media




                                    14
Average Daily Media Consumption




                                  15
But,It’s Changing




                    16
US Online Advertising Spend

> Online advertising revenue       Revenue
                                             40,000
                                                                          Content Fees
  will continue to outpace          ($M)                                  Ad Revenue

  consumer fees 4 to 1                       30,000



                                             20,000



                                             10,000



                                                  0
                                                 2004         2005      2006       2007       2008      2009     2010
> Interactive Ad revenue         $35.0
   is where the growth is        $30.0
                      Billions                                                                        $23.6
                                                                                                                $25.2
                                 $25.0                                                    $21.5
                                                                           $18.3
                                 $20.0
                                                                $15.9

                                 $15.0                $12.5

                                          $9.6
                                 $10.0

                                  $5.0

                                  $0.0
                                         2004    2005          2006       2007        2008           2009      2010
                                   Source: eMarketer, September 2006
                                                                                                                        17
Better CPM’s Online




                      18
New Forms of Advertising




                           19
Niche Content Will Move To IPTV




                                  20
Mobile Internet




                  21
Social Networking




                    22
Mobile will be bigger than anything before




                                             23
I Phone Adoption




                   24
Mobile Social Networking




                           25
The IP TV Alternative
> As FTTH, DSL & DOCSIS proliferate, niche media moves
  to IP on demand delivery
   • DVD-2 MBPS
   • HD-6 MBPS




                                                         26
Discrete Content Approach – Today
Traditional       Distribution       Discrete
 Content           Networks          Devices


                   Wireless
                   e.g., Brew




                   DSL/HSD




                  Fiber Based
                   e.g, LightSpeed




                                                27
Content Delivery                                          Content and Convergence

   Leveraging Wired and Wireless Broadband
   An optimal content delivery strategy will need to leverage broadband
   capabilities in both the wireline as well as wireless distribution
   mediums

                    Distribution      Discrete
                     Networks         Devices


                   Wireless
                      e.g., 3G




Content
 Mgmt              DSL/HSD
Platform



                   Fiber Based
                    E.g, Lightspeed




                                                                                       28
Business Challenge

> Key gating issues to integrated advertising business plan objectives:
   •   Adding advertising capability to TV platform
   •   Creating/gaining access to broadband portal network inventory
   •   Creating/gaining access to mobile network inventory
   •   An enterprise solution for selling, managing, delivering, and accounting for
       integrated advertising campaigns
                                                                Audience




                                                                Capabilities

                                                                Inventory




                TV                Internet          Mobile
                                                                                      29
Enterprise Mobile Video: What's Next?

Enterprise Mobile Video: What's Next?

  • 1.
    Enterprise Mobile Video:What’s Next? A MediaPlatform Webcast with Jonathan Taplin and Greg Pulier
  • 2.
    Presenters Jonathan Taplin Greg Pulier Annenberg Innovation Lab MediaPlatform University of Southern California President - Founder Director
  • 3.
    The Future ofIP Video 3
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
    Industry Trends Multi-media services–voice, data, video Seamless operation across transport media – wireline, wireless, cable All things IP/Broadband Anywhere Increased flexibility and agility in deploying new services Rapid content authoring & enablement WIRELINE WIRELESS CABLE Increased personalization Device Centric Subscriber Centric Location Dependent Independent 9
  • 10.
  • 11.
    Current Responses toThe Digital Transition >Any Content vs. The Walled Garden Virtually Unlimited Incumbent Controlled 11
  • 12.
    Impact on CableTV: Too Many Channels? >Average consumer watches 9 channels regularly >Cable Bundles offer 5 times that number >The top 20 shows account for 75% of all viewing >100% gain in ad inventory in 7 years >Wide scale introduction of PVR’s 12
  • 13.
  • 14.
    Marketers Want MoreTwo-Way Media 14
  • 15.
    Average Daily MediaConsumption 15
  • 16.
  • 17.
    US Online AdvertisingSpend > Online advertising revenue Revenue 40,000 Content Fees will continue to outpace ($M) Ad Revenue consumer fees 4 to 1 30,000 20,000 10,000 0 2004 2005 2006 2007 2008 2009 2010 > Interactive Ad revenue $35.0 is where the growth is $30.0 Billions $23.6 $25.2 $25.0 $21.5 $18.3 $20.0 $15.9 $15.0 $12.5 $9.6 $10.0 $5.0 $0.0 2004 2005 2006 2007 2008 2009 2010 Source: eMarketer, September 2006 17
  • 18.
  • 19.
    New Forms ofAdvertising 19
  • 20.
    Niche Content WillMove To IPTV 20
  • 21.
  • 22.
  • 23.
    Mobile will bebigger than anything before 23
  • 24.
  • 25.
  • 26.
    The IP TVAlternative > As FTTH, DSL & DOCSIS proliferate, niche media moves to IP on demand delivery • DVD-2 MBPS • HD-6 MBPS 26
  • 27.
    Discrete Content Approach– Today Traditional Distribution Discrete Content Networks Devices Wireless e.g., Brew DSL/HSD Fiber Based e.g, LightSpeed 27
  • 28.
    Content Delivery Content and Convergence Leveraging Wired and Wireless Broadband An optimal content delivery strategy will need to leverage broadband capabilities in both the wireline as well as wireless distribution mediums Distribution Discrete Networks Devices Wireless e.g., 3G Content Mgmt DSL/HSD Platform Fiber Based E.g, Lightspeed 28
  • 29.
    Business Challenge > Keygating issues to integrated advertising business plan objectives: • Adding advertising capability to TV platform • Creating/gaining access to broadband portal network inventory • Creating/gaining access to mobile network inventory • An enterprise solution for selling, managing, delivering, and accounting for integrated advertising campaigns Audience Capabilities Inventory TV Internet Mobile 29