The document discusses the evolving media landscape in Latin America, highlighting trends such as the dominance of satellite and cable services, and the rapid adoption of over-the-top (OTT) content. It emphasizes the shift towards video on demand and consumer preferences for personalized content packages. Projections suggest significant revenue growth in OTT services and a substantial influence of mobile video on future traffic trends by 2020.

1. Ericsson TV&M Confidential| 2015-01-08 | Page 1
Adrian Carlos Gioia
Head of TV & Media Practice & Delivery
Cancún, Julio 2015
Media And mobile
services Towards 2020
tercer congreso lationamericano de
Telecomunicaciones

2. Ericsson TV&M Confidential| 2015-01-08 | Page 2
› Satellite & Cable dominates
› OTT quick adoption
› Regional view to gain mass of scale
› Government regulations
› Sports events
Latin America tv market
overview
Sources: Infonetics
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2013 2014 2015 2016 2017 2018 2019
CALA
Asia Pacific
EMEA
North America
REVENUES
Source: Infonetics

3. Ericsson TV&M Confidential| 2015-01-08 | Page 3
What I want, when I want!
60%
In Chile
69%
In Brazil
62%
In Mexico
82%
78% 74%
63%
56% 53%
82% 85%
76% 73%
65% 62%
45% 49%
0%
20%
40%
60%
80%
100%
16-19 20-24 25-34 35-44 45-54 55-59 60-64 65-69
2014
2012
On Demand in Latin America

4. Ericsson TV&M Confidential| 2015-01-08 | Page 4
0
1
2
3
4
5
6
7
8
Homeland S1 2011 Homeland S3 2013
SHIFT TO Video on demand
55%
VoD
68%
RESEARCH
4.4M
7M
ON
DEMAND
+DVR
32%
LIVE
Shifting habits + growing total viewership.
45%
LIVE

5. Ericsson TV&M Confidential| 2015-01-08 | Page 5
Periscope users shared livestreams on Twitter 1.5 million
times since the app became popular in March (Nuvi, May 2015).
Social broadcast

6. Ericsson TV&M Confidential| 2015-01-08 | Page 6

7. Ericsson TV&M Confidential| 2015-01-08 | Page 7
Case: Pick-and-mixing
À LA CARTE – VERIZON plans to release a pick-and-mix TV package by mid-2015
Source: www.latimes.com/business/la-fi-lazarus-20141003-column.html
No one wants to have 300 channels on your wireless
device. Everyone understands it will go to a la carte.
The question is: what does that transition look like?”
Lowell McAdam
CEO, Verizon Communications
+
Base
package
Custom
channels
+
OTT

8. Ericsson TV&M Confidential| 2015-01-08 | Page 8
Mobile video dominates
traffic growth

9. Ericsson TV&M Confidential| 2015-01-08 | Page 9
2020 is near…

10. Ericsson TV&M Confidential| 2015-01-08 | Page 10
2020 ott revenue?
0
50
100
150
200
250
300
2020 revenue breakdown
Base: Global
Source: PWC, Screen Digest, Informa 2014 and Ericsson projections & estimations
Satellite Cable Telco Broadcaster
New
provider
OTT revenue
(subs and ads)
$8b $8b $6b $6b $17b
Advertising on
platform
$24b $29b $11b $153b $11b
Platform
subscription
$116b $231b $80b $49b $b
Billion
NEW CUSTOMERS
MORE BUNDLING
OPTIONS
55 BILLION IN
REVENUES

11. Ericsson TV&M Confidential| 2015-01-08 | Page 11
Monumental Disruption
by 2020…
~8 BILLION
people
collaboration
will be
KEY
Internet
DOMINANT
delivery
medium
mobile traffic
growth
10X
MEDIA
will forever
evolve
RICHER &
BIGGER
content
agile
networks
will
THRIVE
IP traffic
growth
3x
90% of the
world
covered by
MBB
60%
of all traffic
will be
VIDEO

12. Ericsson TV&M Confidential| 2015-01-08 | Page 12
Media vision 2020 Beliefs
New entrants bring
new investment
Emerging markets
rely on mobility
The Networked
Society is realized
Consumer
convenience
On-demand has
risen to parity
with live/linear
$750bn revenues

13. Ericsson TV&M Confidential| 2015-01-08 | Page 13
some
Hitting
first

14. Ericsson TV&M Confidential| 2015-01-08 | Page 14
BBC
• Playout and media management services for the
BBC's portfolio of TV channels in the UK (BBC
One, BBC Two, BBC Four, CBeebies and CBBC)
and Red Button service.
• Playout and Media management for the BBC’s
commercially funded international news channel,
BBC World News, which is available in more than
200 countries worldwide.

15. Ericsson TV&M Confidential| 2015-01-08 | Page 15
Telstra
A change-leading case
› World’s 1st deployment of
Ericsson’s Media Delivery
Network as a fully managed
service
› Five-year collaboration to
define and drive the future of
operator-led content delivery
Solution
Optimize Cache
Connect
…Leverage last mile network assets and
capabilities, connect with GCDNs and CPs
to address the full media value equation
Operator
Network
Media Optimized Network

16. Ericsson TV&M Confidential| 2015-01-08 | Page 16
opportunity knocks

17. Ericsson TV&M Confidential| 2015-01-08 | Page 17