SlideShare a Scribd company logo
Henry Blodget
Founder, CEO & Editor-in-Chief,
Business Insider
Here’s the truth about
the media industry…
The future is already here!
           $200

           $180

           $160

           $140

           $120
                                    Market Value
Billions




           $100

            $80

            $60

            $40

            $20

             $0
                  Google    Time Viacom Time     News Comcast Disney   CBS
                           Warner       Warner   Corp.
                                        Cable
And it’s not just Google…
           $50

           $45

           $40

           $35

           $30
Billions




           $25

           $20

           $15

           $10

            $5

            $0
                 Facebook Yahoo   iTunes   Netflix   Zynga Groupon Twitter   Hulu

                                     Market Value
“Distribution” is killing it…
           $5,000

           $4,500

           $4,000

           $3,500

           $3,000
Millions




           $2,500

           $2,000

           $1,500

           $1,000

            $500

              $0
                    iTunes   Netflix    Facebook       YouTube   Pandora   Twitter


                                       Revenue
                                       SAI estimates
“Content” is hitting its stride…
           $3,000


           $2,500

                                                            Market Value
           $2,000
Millions




           $1,500


           $1,000


            $500


              $0
                    WebMD   AOL   WSJ.com NYT.com Demand Federated   Glam   Huffington Sugar Inc. Gawker
                                                   Media   Media              Post                Media
And “Content-plus-distribution” are king

           $180

           $160
                           Market Value
           $140

           $120
Billions




           $100

            $80

            $60

            $40

            $20

             $0
                  Google          Facebook
In fact, it’s neck-and-neck…

                    “New Media”                    “Old Media”

                                             CBS      NBCU    Time
                                                             Warner
                 Facebook
                                                                      Viacom

           Yahoo                                                               Time Warner
                                             Disney                               Cable
          Netflix
                                Google                           News Corp.
Twitter     iTunes


          Hulu                                         Comcast


                 $289 Billion Market Value    $296 Billion Market Value
So, what about
  the future?
The Next Huge Battleground: Video
“Over-The-Top” Video Is REAL

                     Netflix
           $2,000

           $1,800

           $1,600

           $1,400

           $1,200
                               iTunes
Millions




           $1,000

            $800

            $600                            YouTube
            $400
                                                      Hulu
            $200

              $0


                                  Revenue
Mobile Media Growth Is EXPLODING
eCommerce is becoming media…




  …two of the fastest growing
  companies in history - $500 million of
  revenue in year three.
“Apps” could change everything…

                              App Downloads (millions)
16000

14000

12000

10000

 8000

 6000

 4000

 2000

    0
             2008           2009     2010       2011     2012   2013
        Source: eMarketer
“Location” could change everything…

                        Foursquare Users
            5,000
Thousands




            4,500

            4,000

            3,500

            3,000

            2,500

            2,000

            1,500

            1,000

             500

               0
Social IS changing everything…
So, we’ve got plenty to
  talk about over the
     next two days.

 Thanks for coming!

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Ignition session welcome

  • 1.
  • 2. Henry Blodget Founder, CEO & Editor-in-Chief, Business Insider
  • 3. Here’s the truth about the media industry…
  • 4. The future is already here! $200 $180 $160 $140 $120 Market Value Billions $100 $80 $60 $40 $20 $0 Google Time Viacom Time News Comcast Disney CBS Warner Warner Corp. Cable
  • 5. And it’s not just Google… $50 $45 $40 $35 $30 Billions $25 $20 $15 $10 $5 $0 Facebook Yahoo iTunes Netflix Zynga Groupon Twitter Hulu Market Value
  • 6. “Distribution” is killing it… $5,000 $4,500 $4,000 $3,500 $3,000 Millions $2,500 $2,000 $1,500 $1,000 $500 $0 iTunes Netflix Facebook YouTube Pandora Twitter Revenue SAI estimates
  • 7. “Content” is hitting its stride… $3,000 $2,500 Market Value $2,000 Millions $1,500 $1,000 $500 $0 WebMD AOL WSJ.com NYT.com Demand Federated Glam Huffington Sugar Inc. Gawker Media Media Post Media
  • 8. And “Content-plus-distribution” are king $180 $160 Market Value $140 $120 Billions $100 $80 $60 $40 $20 $0 Google Facebook
  • 9. In fact, it’s neck-and-neck… “New Media” “Old Media” CBS NBCU Time Warner Facebook Viacom Yahoo Time Warner Disney Cable Netflix Google News Corp. Twitter iTunes Hulu Comcast $289 Billion Market Value $296 Billion Market Value
  • 10. So, what about the future?
  • 11. The Next Huge Battleground: Video
  • 12. “Over-The-Top” Video Is REAL Netflix $2,000 $1,800 $1,600 $1,400 $1,200 iTunes Millions $1,000 $800 $600 YouTube $400 Hulu $200 $0 Revenue
  • 13. Mobile Media Growth Is EXPLODING
  • 14. eCommerce is becoming media… …two of the fastest growing companies in history - $500 million of revenue in year three.
  • 15. “Apps” could change everything… App Downloads (millions) 16000 14000 12000 10000 8000 6000 4000 2000 0 2008 2009 2010 2011 2012 2013 Source: eMarketer
  • 16. “Location” could change everything… Foursquare Users 5,000 Thousands 4,500 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0
  • 17. Social IS changing everything…
  • 18. So, we’ve got plenty to talk about over the next two days. Thanks for coming!