by

NetgemHybrid TV solution

EE TV example

EE TV

EETV Marketing Campaign

Netgem corporate presentation

With more than 5M users, Netgem is a leader in the Connected TV Entertainment We provide solutions to telecom operators enabling them to add value and services to their broadband offerings since 1996.

Netgem is listed on Compartment C of Euronext Paris (Small Caps) Eurolist and we are a member of NextEconomy, SBF 250, CAC Small 90, CAC ALL SHARES.

● ISIN / Euronext: FR0004154060● Reuters: ETGM.PA● Bloomberg: NETG FP

Netgem is also a financially sound company with no debt and a turnover steadily averaging 70-80 million Euros over the last years

Netgem at a glance

Netgem corporate presentation

Netgem Products and Solutions

NetgemTV

Netbox

Services

Hardware products For the connected home

NetgemTV: Cloud based Multi Screen Video Platform and User experience

Service operation: Managed TV services and Content management (aggregation - right negotiation)

Netgem corporate presentation

Netgem References

WorldwideReferences

mobile operator

Pure Telco

OTT Player

Netgem TV Solution

● All content moves to OTT delivery○ Live channels○ Enabling multi-screen and mobile scenarios

● Consumers’ usage structured around○ Linear (live TV) ○ Non linear TV (Catch-up, Start-over, Hollywood VOD)○ «World of OTT content» (Netflix, YouTube, HTML 5 apps)

● Fierce competition among operators, pressure on CAPEX

● PVR and Hybrid – only for an interim period in specific countries

Key Market Trends and Challenges

Building a TV solution

From technical considerations

Video Head-End?

Service Platform?

DRM/CAS?

VoD Provider?Devices?

New Team?

Mister Tier1

Building a TV solution

From technical considerations

Video Head-End?

Service Platform

DRM/CAS?

VoD ProviderDevices

New Team

1

TimeRFP - IOT - Roadmap

Operations….

MoneyTime - System Integration….

Building a TV solution

From a marketing commitment

Live: Leverage existing Free-to Air Broadcast → No IPTV Infra→ No CAS

On-Demand: Local Catch-Up and HTML5 cloud based applications→ No System Integration→ No right Negotiation

Devices: Pre-integrated solution working on STB and tablet

→ No integration

Roadmap and Operation: Product Roadmap and Cloud based management solution

→ No dedicated team

Building a TV solution

From a marketing commitment

EE TV

TV solution for a Tier 1 operator

STB N8500Processor BCM 7241 - 3KDMIPSTV signal 4DVB-T2 TunersHard Drive 1TB Hard Drive

Apps HTML5 supportDRM Playready DRMHDMI HDMI 1.4Network Eth 10/100/1000 Base T 11n 2x2USB USB 2.0

On Local HDD

Live in-Home

On Local HDD

On Local HDD

HTML5

Country UKType Mobile operatorBroadband xDSL (wholesale BT)Mobile subs 26 MillionsBB subs 0.8 Millions

Strengths High subs number - Brand reputationWeaknesses GreenField - Low BB penetrationOpportunities Leverage Broadcast + OTT contentThreats BT competition

Freeview DVB-T2

On Local HDD

Wuaki TV

Android - iOs

EE TV

EETV Web and Press Review

Lessons learnt

- Start from a Marketing view- Use what is already there !- Think Hybrid - Not all operations need to be

internalized

спасибо за вниманиеRomain Waller

romain.waller@netgem.com