Deck in French about Social Trends according to Havas Média France CEO . Common Sources with figures from Business Insider, Mary Meeker KPCB, Mashable, Havas Digital, Socialyze

1. DOMINIQUE DELPORT - HAVAS MEDIA FRANCE
18 OCT 2012

2. Mc Luhan ‘s Prophecy
Marshal Mc Luhan (1967) :
The new electronic interdependence recreates the world at the
image of a Global Village » (The Medium is the Message, p. 67).

3. WW : Explosion continue des plateformes sociales

4. WW : Rien ne se perd, tout se recrée...même myspace
new.myspace.com :
myspace + path + pinterest + tumblr + iTunes

5. Global)Internet)Popula4on)
2,500"
2,000"
1,500"
(millions))
1,000"
500"
0"
1990" 1991" 1992" 1993" 1994" 1995" 1996" 1997" 1998" 1999" 2000" 2001" 2002" 2003" 2004" 2005" 2006" 2007" 2008" 2009" 2010" 2011"
Source:(Interna-onal(Communica-on(Union,(Google(

6. Global&Internet&Popula*on&
7,000"
6,000"
5,000"
4,000"
(millions)&
3,000" Global&Popula*on&
2,000"
1,000"
Internet&Popula*on&
0"
1990" 1991" 1992" 1993" 1994" 1995" 1996" 1997" 1998" 1999" 2000" 2001" 2002" 2003" 2004" 2005" 2006" 2007" 2008" 2009" 2010" 2011"
Source:(Interna-onal(Communica-on(Union,(Google(

8. WW : Explosion continue des usages mobiles
Global)Internet)Device)Sales)
)3,000,000,000))
)2,500,000,000))
)2,000,000,000)) Tablets)
Units) )1,500,000,000))
We are here
)1,000,000,000)) Smartphones)
)500,000,000))
Personal)Computers)
)3))))
2000) 2001) 2002) 2003) 2004) 2005) 2006) 2007) 2008) 2009) 2010) 2011) 2012E) 2013E) 2014E) 2015E) 2016E)
Source:(Gartner,(IDC,(Strategy(Analy5cs,(company(filings,(BI(Intelligence(es5mates(

9. WW : Plus de mobile, plus de social
75%#
70%#
55%#
%#of#Traffic#from#Mobile#
Pandora#
50%#
Twi6er#
33%#
Facebook#
25%#
5%#
1%#
0%#
2008# 2009# 2010# 2011#
Source:#Mary#Meeker,#Kleiner#Perkins,#companies#

10. 2013 : Quels enjeux Pub & Médias ?

11. US : Explosion continue de la pub online
U.S.)Digital)Adver6sing)
$35#
$30#
$25#
(billions))
$20#
$15#
$10#
$5#
$0#
1995# 1996# 1997# 1998# 1999# 2000# 2001# 2002# 2003# 2004# 2005# 2006# 2007# 2008# 2009# 2010# 2011#
Source:(IAB(

12. US : Mais 20% ( seulement IP nets )
U.S.&Adver4sing&
$180#
$160#
$140#
$120#
(billions)&
$100#
$80#
Offline&
$60#
$40#
$20#
Online&
$0#
1995# 1996# 1997# 1998# 1999# 2000# 2001# 2002# 2003# 2004# 2005# 2006# 2007# 2008# 2009# 2010# 2011#
Source:(IAB,(U.S.(Census(Bureau,(Stategy(Analy7cs.(BI(Intelligence(es7mates((

13. US : 2ème média après TV
U.S.$Adver*sing,$2006:2011$
$80,000$
4%$
$70,000$
7%$
Outdoor$
$60,000$ 6%$ Radio$ 9%$
11%$
$50,000$ Print$
20%$ 38%$
U.S.$
Adver*sing$ $40,000$
Revenue$ Online$
23%$
(millions)$ $30,000$
$20,000$
41%$ Television$ 42%$
$10,000$
$0$
2006$ 2007$ 2008$ 2009$ 2010$ 2011$
Source:$Company$filings$and$BI$Intelligence$esEmates.$Companies$include:$Google,$Yahoo,$AOL,$MicrosoN,$Facebook,$Time$Warner,$Disney,$Viacom,$CBS,$News$$
Corp,$New$York$Times,$GanneX,$McClatchy,$Time$Inc,$Entercom,$CBS$Radio,$Clear$Channel,$Citadel,$Cum$

14. US : Plateformes vs Portails
U.S%Digital%Adver:sing:%Winners%And%Losers%
$9,000#
$8,000# 11%%
$7,000#
Facebook% 15%%
$6,000# Other%
Digital% $5,000#
Adver:sing%
Revenue%
(millions)% $4,000# 55%%
6%%
Google%
$3,000#
40%%
$2,000# AOL%
13%%
Microso+% 4%%
11%%
$1,000# 8%%
30%% Yahoo%
7%%
$0#
2Q06# 3Q06# 4Q06#1Q07# 2Q07# 3Q07# 4Q07# 1Q08# 2Q08# 3Q08# 4Q08# 1Q09# 2Q09# 3Q09# 4Q09# 1Q10# 2Q10# 3Q10# 4Q10#1Q11# 2Q11# 3Q11# 4Q11# 1Q12#
Source:(company(filings,(BII(es6mates(

15. US : Plateformes Sociales vs Portails
Average'Time'Spent:'Portals'vs.'Social'Networks'(U.S.)'
30'
Social'Networks'
25'
20'
Portals'
Average'Minutes'
15'
Per'Usage'Day'
10'
5'
0'
Nov62010' Dec62010' Jan62011' Feb62011' Mar62011' Apr62011' May62011' Jun62011' Jul62011' Aug62011' Sep62011' Oct62011' Nov62011' Dec62011'
Source:(comScore(

16. US : Facebook loin devant
Social!Networks:!Unique!Visitors!(U.S.)!
!200,000!!
Yahoo!Sites! Google!Sites!
!180,000!!
Facebook!
!160,000!!
!140,000!!
!120,000!!
onthly!
ue!Visitors!
usands)! !100,000!!
!80,000!!
!60,000!!
LinkedIn! TwiTer! Google+!
!40,000!!
!20,000!!
Tumblr!
Pinterest!
!"!!!!
Nov"2010! Dec"2010! Jan"2011! Feb"2011!Mar"2011! Apr"2011!May"2011! Jun"2011! Jul"2011! Aug"2011!Sep"2011! Oct"2011! Nov"2011! Dec"2011!
Source:(comScore(

17. US : Plateformes vs Portails

18. E Commerce vs F Commerce
Drivers&of&ELCommerce&Traffic&
90.0%&
80.0%&
70.0%&
60.0%&
50.0%&
Percentage&
Of&Traffic&&
40.0%& 80.6%&
30.0%&
20.0%&
10.0%&
9.7%& 7.5%& 1.7%& 0.5%& 0.02%&
0.0%&
Google& Yahoo& Bing& AOL& Facebook& TwiBer&
Source:(RIchRelevance(

19. 1: Social Médias : l’effet Booster

20. 1/3 lecteur est adepte de la version papier
& de la version électronique

21. + d’écrans, + de lecteurs, + de revenus ?
Sources
:
Facebook
Insights
mai
2012
/
Médiamétrie
NetRa>ngs
Internet
fixe
Channel
avril
2012
/
Médiamétrie
NetRa>ngs
Internet
mobile
Brand
Le
Monde
avril
2012
/
Médiamétrie
NetRa>ngs
panel
iPad
Brand
Le
Monde
janvier-­‐mars
2012.

22. le social reader
8 millions de download
40 000 / jour
lecteur & prescripteur

23. 1er groupe readers : les 18-24 ans
venus du monde entier ( Afrique, Latam, US...Uk)

24. 75%
le temps passé à lire la presse
augmente de pour les
possesseurs de tablettes

25. 1. Effet Booster
Ecosystems)expanding).).).)going)beyond)four)screens).).).)
PC smartphone tablet smart TV
Mac computers iPhone iPad Apple TV
Chrome browser Android Android tablets Google TV
Windows, Office Windows Phone Windows 8 Xbox

26. 1. Effet Booster

28. Social TV & Connected TV
it’s not people watching connected TV
it’s connected people watching TV

29. 2: Social Média = l’effet Data

30. 2: Social Média = l’effet Data
Marketing Data Relational Data
High volume (esp. online) & Ex: Gananones, Bledina
heterogeneity ; direct access for Variable potential depending
Danone on brands (involvement factor)
3rd party
Bluekai, Weborama, Targus,
Nielsen
2nd party
Web partners, Affiliated sites,
Offline DB, SM pages
1st party
Transactional Data Website traffic,
POS : retailers mostly Registration, Commerce,
Online : very scarce (myEvian Offline data, E-mails, Geo
Searches
Evianchezvous, …)

32. 2: Social Média = l’effet Data

33. Open Graph + Base Mail + Big Data = Social CRM

35. Social CRM = Real Time Reward

36. Social CRM = Social Gaming

37. Social CRM = Gamification

38. Social CRM = Data Visualisation

39. Social CRM = Open Graph

40. Social CRM = Mobile Marketing

41. Social CRM = Online Conversion

42. 2: Social Média = l’effet Data
How can I buy smarter? What is the impact
of social buzz on
What is the interaction conversions?
between channels?
How to optimize
What is the the channel mix to
impact of each ROI?
touch point?
What paths do How to credit
customers take? events prior to
the last ad?
ArtemisTM is Havas Digital’s proprietary DMP. Built in 2000 by Havas Digital & Price
Waterhouse Coopers. It currently holds 100+ terabytes of data in a central warehouse in
Madrid & Boston. Havas Digital invests millions annually to continue to offer clients a best in
class solution for data management.

43. 2: Social Média = l’effet Data
Audience Targeting Platform, or Demand-Side Platform, or Data Management Platform, or
ATP, leverage real time DSP, take full advantage of the DMP, very fast cookie
technologies & data to define liquidity of online inventory by warehouse with the analytical
campaign specific audience having access across multiple firepower to crunch, de-
segments & integrate with any exchanges, networks & duplicate, and analyze campaign
buying platform
publishers, in real-time
and non-campaign data on-
demand

45. Ad Networks & Real Time Bidding

46. Welcome to the
« REAL TIME MEDIA »

47. THE INTERNATIONAL HAVAS TRADING DESK
Broad Reach / Brand 3rd party data OLV, rich media &
Quali Inventory protection integration mobile
Bespoke Premium Internet users Real-time page Dynamic creative
inventory protection contextualization testing & optimization
ATD OPERATING IN 60 COUNTRIES

48. From Real Time Data to
« REAL TIME MEDIA »
1ère salle de marchés médias en Europe
au coeur du Digital Village de Havas en France

49. 3: Social Média : un effet Bulle ?
Une 3ème révolution industrielle est devant nous

50. US : New Media x3.5 = Old Media
New Media
Yahoo% Twi6er% Hulu%
Ne;lix%
Facebook%
Old Media
Amazon%
CBS'
Viacom'
Disney'
Time'
Warner'
Cable'
Google%
Time'Warner' Apple%
Comcast'
News'Corp'
$366 Billion Market Value $1,089 Billion Market Value

51. 3: Dépasser l’effet Bulle
NASDAQ,'1991*2004'

52. 3: Dépasser l’effet Bulle
What’s
happening
to
Facebook
stock,
x75
valuation
to
x45
is
likely
a
common
transition…
Momentum
(
high
expectations)
then
Multiple
Compression

56. 3: Dépasser l’effet Bulle

57. Nous sommes rentrés dans
une 3ème révolution industrielle
information,
commerce,
puis énergie 2.0
production 2.0

58. « hardware is the new software
in a connected people-centric world »
Nécessité pour toutes les organisations
d’anticiper cette 3ème révolution industrielle.