Content distribution & Multiscreen
strategies

Introduction
Fix, handheld, mobile: the reign of connected devices


                • Home consoles              • Desktop
                • Blu-Ray                    • Laptop
                 players, recorder
                • DMA/DMR
                • PVR


                Digital media                                           Connected
                                             Computers
                boxes                                                   TV sets



                              •   Cable STB                • Smartphones
                              •   Satellite STB            • Media Tablets
                              •   IPTV STB                 • Handheld
                              •   DTT STB                    consoles


                                                           Portable
                              Set-Top-
                                                           media
                              Boxes
                                                           devices


              Source: IDATE, Digital Home & Connectable Devices, 2011

                                                                                    2
560 million connectable devices sold around the globe in 2010

     Closeto 300 million were portable and Internet-ready
     Smartphones alone account for 45% of connectable devices sold in 2010

 4,7 billion connectable devices in homes in 2015
     60%  of all households devices
     2,25 billion active smartphones



Breakdown of the global base of connectable devices in 2010    Breakdown of the global base of connectable devices in 2015
(%)                                                            (%)
                              TV set 2%
                     STB 5%




                                      Computers
                      Portable          35%
                    Media Devices
                        44%



                                          Digital Media
                                           Boxes 14%

 Source: IDATE, Digital Home & Connectable Devices, 2011      Source: IDATE, Digital Home & Connectable Devices, 2011
                                                                                                                             3
The war of screens began…



                                             Screens competing for video consumption (daily use)


        80
               69
        70   66
                   63
                 56   58       57
        60
        50                42        42 41
        40                      3435
                     30
        30                           24 22 22                       24
                                                           18
        20                                        12                         11 9
                                                       7                 8              8
        10                                                      6                   5          5   5744            64    5       4322
                                                                                            23          223           222 3           111
         0
                 TV Set             PC          Mobile phone                  Smartphone           Game console Mobile devices     Tablet
                                                                                                                 (iPod, etc.)

                                    Brazil     USA          Canada             France          Germany     Japan    UK




         Source : International research center into media habits and interactions –
         Deloitte Research – Q4 2010
                                                                                                                                            4
TV has still the lion’s share…

… but is loosing ground

                  Monthly Time Spent on watching TV and video by technology in the USA
                  (%)


                                      3% 3%

                                 6%
                                                                        On Traditional TV


                                                                        Watching Timeshifted TV


                                                                        Watching Video on
                                                                        Internet
                                                                        Watching Video on
                                                                        Mobile Phone
                                               88%




                  Source: Nielsen, The Cross-Platform Report, Quarter 2 2011
                  (Based on total users of each medium for Persons 2+)

                                                                                                  5
Tablet: the new eldorado?

Nearly 7% of all digital traffic in the US and 5% in EU5 is consumed away
from computers
   Tabletsnow drive nearly 2% of all digital traffic in the US
   iPads now account for a higher share of Internet traffic than iPhones
    (46,8% vs 42,6% of iOS traffic)

                                      At least once in the past month       Almost every day in the past month

                                                       Play a game                      23%                              67%
                   Watch short video clips on sites such as YouTube                19%                                  65%
                  Listen to music downloaded from a music service                      22%                             62%
                                 Read an e-magazine or newspaper                   18%                           57%
                Listen to music from a streaming/clud-based service                    21%                       57%
                                                   Read an e-book                  19%                           56%
                           Watch on-demand video or TV episodes                  16%                      49%
                                          Watch full length movies                17%                    48%
                                 Watch live broadcast TV programs                16%                     48%

                                                                      0%   10%   20%     30%    40%    50%       60%    70%    80%


              Source: comScore Tablet Advisor, U.S., September 2011                                                                  6
A world of opportunities and uncertainties




   Connected terminals               Multiscreen viewer                OTT vs managed
   • Between redundancy and          relationship                      networks
     complementarity, will all       • What kind of interface to       • Is OTT a real threat for
     connected devices find their      develop user adoption?            managed networks?
     way in the video online         • How to adapt content to the     • What will make the difference
     market?                           device and how to make it         for the consumer? How will he
   • Will the combination TV set +     available conveniently on all     choose –if need be- between
     tablet drive the market?          devices?                          pay-TV services on managed
   • How can the content             • What should search engines        networks and OTT solutions?
     providers keep the control of     look like to facilitate user    • Where will be the value?
     their programmes in a             access to relevant content?
     multiscreen environment?        • Who will control the users?




                                                                                                         7
Contents

14h50 – 15h40: Connected Terminals: competing or complementary in the
video online market?
      President: Delphine Cuny, High Tech & Médias Deputy-Chief Editor, La Tribune
      Yann COURQUEUX, Chief Marketing Officer, Netgem
      Antoine LARPIN, European Legal & International Affairs Manager, Panasonic
      Stéphane LEMERLE, VP Sales Support, Technicolor
      Laurent MICHAUD, Head of Consumer Electronics Practice, IDATE
      Alain MOLINIE, President & CEO, Awox



 15h40 – 16h00: Keynote speech – Michel Maffesoli
      Member of the Institut universitaire de France, Université Paris V



 16h00 – 16h30: Coffee Break


                                                                                      8
Contents

16h30 – 17h20: Multiscreen Viewer Relationship and Interfaces
      President: Flore FAUCONNIER, Journalist, Le Journal du Net
      Roei AMIT, Head of Publishing, INA
      Dominique FERAL, EVP Marketing, Wyplay
      Matthieu KOPP, Founder and Director R&D, Aquafadas
      Patrice SLUPOWSKI, VP Digital Innovation and Communities, France Telecom–Orange

 17h20 – 18h25: OTT vs managed networks : has war been declared?
      Introduction: Paul RAPPOPORT, Executive Director, Chief Research Officer, Centris
      President: Fabien BAUNAY, Founder, Brandtainers
      Yves BAUSCH, VP Service Architecture, SES
      Jean-Yves BLOCH, CEO, UniversCiné
      Guillaume DE LAVALLADE, VP Product Development & Content, SFR
      Stéphane HUA, Head of Marketing TV, Numericable

 18h25 – 18h45: Closing speech – Christophe COUSIN
      Deputy CEO for Research and Forecasts, Conseil Supérieur de l’Audiovisuel


                                                                                           9

Leborgne

  • 1.
    Content distribution &Multiscreen strategies Introduction
  • 2.
    Fix, handheld, mobile:the reign of connected devices • Home consoles • Desktop • Blu-Ray • Laptop players, recorder • DMA/DMR • PVR Digital media Connected Computers boxes TV sets • Cable STB • Smartphones • Satellite STB • Media Tablets • IPTV STB • Handheld • DTT STB consoles Portable Set-Top- media Boxes devices Source: IDATE, Digital Home & Connectable Devices, 2011 2
  • 3.
    560 million connectabledevices sold around the globe in 2010  Closeto 300 million were portable and Internet-ready  Smartphones alone account for 45% of connectable devices sold in 2010 4,7 billion connectable devices in homes in 2015  60% of all households devices  2,25 billion active smartphones Breakdown of the global base of connectable devices in 2010 Breakdown of the global base of connectable devices in 2015 (%) (%) TV set 2% STB 5% Computers Portable 35% Media Devices 44% Digital Media Boxes 14% Source: IDATE, Digital Home & Connectable Devices, 2011 Source: IDATE, Digital Home & Connectable Devices, 2011 3
  • 4.
    The war ofscreens began… Screens competing for video consumption (daily use) 80 69 70 66 63 56 58 57 60 50 42 42 41 40 3435 30 30 24 22 22 24 18 20 12 11 9 7 8 8 10 6 5 5 5744 64 5 4322 23 223 222 3 111 0 TV Set PC Mobile phone Smartphone Game console Mobile devices Tablet (iPod, etc.) Brazil USA Canada France Germany Japan UK Source : International research center into media habits and interactions – Deloitte Research – Q4 2010 4
  • 5.
    TV has stillthe lion’s share… … but is loosing ground Monthly Time Spent on watching TV and video by technology in the USA (%) 3% 3% 6% On Traditional TV Watching Timeshifted TV Watching Video on Internet Watching Video on Mobile Phone 88% Source: Nielsen, The Cross-Platform Report, Quarter 2 2011 (Based on total users of each medium for Persons 2+) 5
  • 6.
    Tablet: the neweldorado? Nearly 7% of all digital traffic in the US and 5% in EU5 is consumed away from computers  Tabletsnow drive nearly 2% of all digital traffic in the US  iPads now account for a higher share of Internet traffic than iPhones (46,8% vs 42,6% of iOS traffic) At least once in the past month Almost every day in the past month Play a game 23% 67% Watch short video clips on sites such as YouTube 19% 65% Listen to music downloaded from a music service 22% 62% Read an e-magazine or newspaper 18% 57% Listen to music from a streaming/clud-based service 21% 57% Read an e-book 19% 56% Watch on-demand video or TV episodes 16% 49% Watch full length movies 17% 48% Watch live broadcast TV programs 16% 48% 0% 10% 20% 30% 40% 50% 60% 70% 80% Source: comScore Tablet Advisor, U.S., September 2011 6
  • 7.
    A world ofopportunities and uncertainties Connected terminals Multiscreen viewer OTT vs managed • Between redundancy and relationship networks complementarity, will all • What kind of interface to • Is OTT a real threat for connected devices find their develop user adoption? managed networks? way in the video online • How to adapt content to the • What will make the difference market? device and how to make it for the consumer? How will he • Will the combination TV set + available conveniently on all choose –if need be- between tablet drive the market? devices? pay-TV services on managed • How can the content • What should search engines networks and OTT solutions? providers keep the control of look like to facilitate user • Where will be the value? their programmes in a access to relevant content? multiscreen environment? • Who will control the users? 7
  • 8.
    Contents 14h50 – 15h40:Connected Terminals: competing or complementary in the video online market?  President: Delphine Cuny, High Tech & Médias Deputy-Chief Editor, La Tribune  Yann COURQUEUX, Chief Marketing Officer, Netgem  Antoine LARPIN, European Legal & International Affairs Manager, Panasonic  Stéphane LEMERLE, VP Sales Support, Technicolor  Laurent MICHAUD, Head of Consumer Electronics Practice, IDATE  Alain MOLINIE, President & CEO, Awox  15h40 – 16h00: Keynote speech – Michel Maffesoli  Member of the Institut universitaire de France, Université Paris V  16h00 – 16h30: Coffee Break 8
  • 9.
    Contents 16h30 – 17h20:Multiscreen Viewer Relationship and Interfaces  President: Flore FAUCONNIER, Journalist, Le Journal du Net  Roei AMIT, Head of Publishing, INA  Dominique FERAL, EVP Marketing, Wyplay  Matthieu KOPP, Founder and Director R&D, Aquafadas  Patrice SLUPOWSKI, VP Digital Innovation and Communities, France Telecom–Orange  17h20 – 18h25: OTT vs managed networks : has war been declared?  Introduction: Paul RAPPOPORT, Executive Director, Chief Research Officer, Centris  President: Fabien BAUNAY, Founder, Brandtainers  Yves BAUSCH, VP Service Architecture, SES  Jean-Yves BLOCH, CEO, UniversCiné  Guillaume DE LAVALLADE, VP Product Development & Content, SFR  Stéphane HUA, Head of Marketing TV, Numericable  18h25 – 18h45: Closing speech – Christophe COUSIN  Deputy CEO for Research and Forecasts, Conseil Supérieur de l’Audiovisuel 9