Global print circulation and newspaper advertising revenues are declining while online traffic and engagement are growing. Smartphones and tablets are changing how people consume news with over 20% of users accessing news daily on their mobile devices. While only 14% of tablet users have paid for news currently, revenues from digital subscriptions and online advertising are projected to grow significantly. Smart devices may provide an opportunity for newspapers if they can develop the right business models, content formats, and distribution approaches to monetize their online readership.

1. Can smart devices save the Press?
Chair: Xavier LORPHELIN, Managing Partner, Serena Capital
• Ari ASSUIED, President, LeKiosque.fr
• Jean-Louis CONSTANZA, Director Orange Vallée
• Guillaume MONTEUX, Founder and CEO, Milibris

2. Global print circulation is declining, traffic to newspaper
websites keep growing
Global circulation (paid daily in Mil.) Aggregated US Newspaper Website Audience
600
538 540 526
518 519 October October %
500 2010 2011 growth
Total Unique
105 250 112 196 +6,6%
400 Visitors ('000)
Total Minutes
3 238 4 129 +27,5%
(mm)
300
Average Minutes
3,5 3,8 +8,6%
per Visite
200
Average Visits
8,7 9,7 +11,5%
per Visitors
100
Source: comScore
0
2005 2007 2008 2009 2010
Source: 2011, WAN-IFRA
 Engagement is a challenge on the web:
Print Digital
 North America: - 17% between 2006 - 2010
Minutes per visit 25 4
 Western Europe: - 12% between 2006 - 2010
Pages per visit 40 11,4
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3. Global revenues are declining and not compensated by the
increase of online advertising
Global Newspaper Advertising (in Bil. US$) Newspaper US market
Newspaper US advertising
140 127 127 50 000
120
120
99 97 95 40 000
100 94 93
millions USD
80 30 000
60
Online
20 000
40 Print
20 10 000
0
2006 2007 2008 2009 2010 2011 2012 2013 0
Source: 2011, WAN-IFRA 2003 2004 2005 2006 2007 2008 2009 2010
Zenith Optimedia Source : Newspaper Association of America
 Global advertising revenues: - 23% between 2006 – 2010  Decline of classified revenues: - 16% in 2007,
 North America: - 41% between 2006 – 2010 - 29% in 2008, - 38% in 2009
 Western Europe: - 20% between 2006 – 2010  Online advertising: 11% of total advertising (2010)
 Advertising : 80% of total newspaper revenues
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4. How smartphones are changing consumption habits
Top 10 Smartphone Apps Top 10 Smartphone Apps
Categories - US Categories - Japan
Restaurant Information 12,7% Photo or Video Sharing Services 14,4%
Digital Books/Magazine 13,0% Sports Information 15,9%
Photo or video sharing service 14,8% Stock Quotes or Financial News 17,5%
Bank Accounts 14,9% Entertainment News 18,3%
Sports Information 15,5% Traffic Reports 20,2%
Search 19,3% Social Networking 21,1%
News 19,8% News 25,7%
Maps 33,6% Search 27,3%
Social Networking 38,7% Maps 35,7%
Weather 41,2% Weather 41,7%
0,0% 10,0% 20,0% 30,0% 40,0% 50,0% 0,0% 10,0% 20,0% 30,0% 40,0% 50,0%
 Smartphone users in the US and Japan rely more and more on their mobile phones to access
news and information
 In August 2011, 7.7% of total traffic going to newspaper websites came from mobile devices (source: comScore)
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5. How tablets & smart devices are changing consumption habits
How often do you access these types of
news/information on your tablet?
At least almost
once in every day
the past in the past
month month
World, national or
58% 22%
local news
Sports content 54% 22%
Entertainment/
music/ celebrity 54% 20%
news
Financial news 52% 18%
Technology news 49% 16% Source: comScore
Source: comScore Tablet Advisor, US,  Tablet traffic peaks between 8pm and midnight
September 2011
 Mobile overtakes computer for at-home browsing
 Tablet users are heavy news consumers:
Nearly 1 in 4 consume news daily
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6. What’s the future? Hope and glories…?
 Survey on tablet users:
14% have paid for news on their tablets  Revenues for newspaper publishers from online
86% have not advertising and digital subscriptions:
(Source: Pew Research Center, The Tablet Revolution and 8.2 B$ in 2011 15.7 B$ in 2015
What it Means for the Future of News)
 Total revenues for global newspaper publishers:
126.5 B$ in 2011 130.1 B$ in 2015
 By 2015, the installed base of smartphones, tablets
and eReaders will reach 2.8 billion.
By comparison, the total daily readership of all the
world’s newspapers in 2015 will be around 1.8 billion.
Source: Generator Research
Newspapers & the Internet (2011 to 2015)
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7. Panel Questions
 What are the usage scenarios for news consumption on smart devices?
 What is the appropriate business model: (targeted)
advertising, subscription, bundles…?
 What kind of newspaper and magazine content: real-time news, premium
content, multi-directional or linear…?
 What is the right format to package newspaper content on smart devices:
PDF or rich media (ex: The Daily)?
 How smart device users can access news?
 apps vs. browser
 appstore (Amazon, Apple, Google, Microsoft) vs. digital newsstand
(LeKiosque.fr, Zinio, Orange)…?
 smartphone vs. tablet vs. eReader?
 Why smart devices can be an opportunity for newspaper and magazine
publishers?
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8. Can smart devices save the Press?
Chair: Xavier LORPHELIN, Managing Partner, Serena Capital
• Ari ASSUIED, President, LeKiosque.fr
• Jean-Louis CONSTANZA, Director Orange Vallée
• Guillaume MONTEUX, Founder and CEO, Milibris