MEDIA CONSUMPTION: WWE AVOD CONSUMPTION/media/Files/W/WWE/press...19 154 135 121 115 243 266 333 351...

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KEY PERFORMANCE INDICATORS – FEBRUARY 7, 2019

Transcript of MEDIA CONSUMPTION: WWE AVOD CONSUMPTION/media/Files/W/WWE/press...19 154 135 121 115 243 266 333 351...

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KEY PERFORMANCE INDICATORS – FEBRUARY 7, 2019

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W W E A T A G L A N C E : Q 4 2 0 1 8 H I G H L I G H T S

AVERAGE US PRIMETIME CABLE TV RATINGS

− Television ratings are measured on a Live+SD basis for Q4 2017 and Q4 2018− Top 25 Cable Networks reflect those 25 networks with the highest average total primetime US national ratings in Q4 2017 (excludes Broadcast and Premium networks)− Definitions of Coverage Rating and National Rating above are provided on page 8

RAW, SMACKDOWN AND PRIMETIME CABLE TV RATINGS

1.701.41 1.53

1.28

0.81 0.76 0.73 0.68

2018Q42018Q4 2017Q42017Q4

1.01

2017Q4

0.73

1.05

2017Q4

1.71

2018Q42018Q4

2.22

1.871.99

0.68

-15%-14%

-4%

-7%

Raw SmackDown USA Network Top 25 Cable Networks National

Rating

Coverage

Rating

1

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19

154135

121 115

243266

333351

Q3

154

2010 Q1 Q2 Q3Q4 Q1 Q2 Q4 Q1 Q2 Q3 Q4

144167

211

2

WWE Free Video on Demand1

(in billions)Social Media Followers2

(average, in millions)

0.5

4.03.7 3.8 3.6

4.34.8

5.1

5.8

6.7

7.7

8.4 8.5

Q12010 Q1 Q2 Q3Q3 Q4 Q2 Q4 Q1 Q2 Q3 Q4

AVOD Global Hours Viewed (MM) AVOD Global Views (B)

2016

W W E A T A G L A N C E : Q 4 2 0 1 8 H I G H L I G H T S

MEDIA CONSUMPTION: WWE AVOD CONSUMPTION

− AVOD is ad-supported video on demand. Consumption includes videos viewed on third party (Facebook, YouTube,Twitter, Instagram, Snapchat) and WWE platforms (WWE.com and WWE App). 2010 -2017 figures include only Facebook, You Tube, and WWE platforms. 2018 includes Facebook, You Tube, Twitter, Instagram, Snapchat, and WWE platforms

− Note: Due to potential data re-statements by YouTube, rounding differences may occur

2017 2018 2016 2017 2018

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415 434 447 460 469 475 479 491 493 495

128 140158 164 171 180 191 201 206 209 21586

98 109 121 141 154 166 179206 225 248 271

Q1 Q3Q4

150

Q2 Q3 Q2Q2Q1 Q4 Q4

672

Q1 Q3

629

706739

981

774 800 825

480

923850

898950

492

3

WWE Free Video on Demand1

(in billions)

Social Media Followers1 (MM)

Other Platforms Twitter Facebook

1 Social media followers represent the number of follows for each individual platform - Facebook, Twitter, etc.- as sourced from each platform; as such, total followers shown have not been adjusted for duplication among or within platforms and do not represent the number of “unique” followers

2016

W W E A T A G L A N C E : Q 4 2 0 1 8 H I G H L I G H T S

SOCIAL MEDIA: WWE REACH

2017 2018

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− Definitions of subscriber metrics above are provided on page 9

1,4861,46942

65

1,547

49

1,624

4745

1,742

1,787

71 767035

1,697 1,681 1,6621,633 1,578

1,563123 57 1,473

112

1,560

4

Social Media Followers2

(average, in millions)

Total Subscribers – Free & Paid (000s) Total Subscribers – US & Int’l (000s)

Total Paid Subscribers – US & Int’l (000s) WrestleMania Total Subscribers (000s)

1,454 1,661 1,808

370288

316

Apr. 4, 2016WrestleMania 32

Apr. 9, 2018WrestleMania 34

Apr. 3, 2017WrestleMania 33

1,824 1,9492,124

+7%+9%

362440 449 394

481

384 419 441391 429 421

1,257 1,1181,159

1,6331,6971,469 1,560

1,206

1,473427

1,6811,787

1,4861,578 1,662 1,547

1,563

2016 20182017 USInt’l

330409 434 381 410

470

373 401429

370 406 412

1,165 1,1061,158 1,065

1,3571,5111,574 1,624

1,568 1,742

1,4441,507 1,615

1,4031,471

1,528

2016 2017 2018 USInt’l PaidFree2016 2017 2018

Q1 Q2 Q3 Q1 Q2

Q1 Q2 Q3

1,107 1,102 1,082

Q4 Q3 Q4

Q4

2016 2017 2018

W W E A T A G L A N C E : Q 4 2 0 1 8 H I G H L I G H T S

WWE NETWORK ENDING SUBSCRIBERS

1,1661,357

1,5741,511 1,444 1,403

1,232

1,190

1,027 1,130 1,071 1,033

1,568

1,306

1,272

1,2211,615

1,507 1,471

1,186

1,528 1,142

1,116

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1,289

1,4901,558

1,517

1,634

1,800

1,458

1,664

1,4071,484

1,585

5

Social Media Followers2

(average, in millions)

2016 2017 2018

985

1,098

1,212

1,316

1,0831,119

1,213

1,0381,082

1,156

2016 20182017

Average Paid Subscribers (000s)Average Paid Domestic

Subscribers (000s)

Q1 Q2 Q3 Q1 Q2 Q3Q4 Q4

W W E A T A G L A N C E : Q 4 2 0 1 8 H I G H L I G H T S

WWE NETWORK AVERAGE SUBSCRIBERS

− Definitions of subscriber metrics above are provided on page 9

1,522 1,1361,143

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North America (average in 000s) International (average in 000s)

6.1 6.0 5.4 5.4 5.55.0 5.3 4.9 4.5

5.3 5.4 5.0

1.2 0.95.45.0

6.0

0.9

6.16.6 6.4

5.95.3

4.94.5

5.3 5.4

2016 2017 2018

7.7

4.0

8.06.3 5.7

8.26.8

5.66.7

5.26.9

8.2

5.2

7.7

4.0

6.86.3

N/A

8.0

5.7 5.6

6.7 6.9

2016 2017 2018

− WrestleMania took place in the second quarter of 2016, 2017 and 2018

Number of Events

Q1 Q2 Q3 Q4

2016 72 62 71 75

2017 91 66 89 68

2018 99 61 86 64

Number of Events

Q1 Q2 Q3 Q4

2016 6 19 11 28

2017 4 26 7 33

2018 - 29 4 23

Excluding WM 32

Q1 Q2 Q4Q3 Q1 Q2 Q4Q3

Excluding WM 33

W W E A T A G L A N C E : Q 4 2 0 1 8 H I G H L I G H T S

LIVE EVENT ATTENDANCE

No Int’l events in Q1 2018

Excluding WM 34

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APPENDIX

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FOOTNOTES – DEFINITION OF METRICS

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1. Coverage Rating: An average of the U.S. viewing audience (households) for each minute of a selecteddaypart or program aired on a U.S. television network expressed as a percentage of the estimated U.S.television households within that network’s coverage area. During Q4 2018 and Q4 2017, USANetwork’s coverage area included an average of approximately 90 million and 92 million U.S.households, respectively.

2. National Rating: An average of the U.S. viewing audience (households) for each minute of a programor daypart expressed as a percentage of total U.S. television households. During both Q4 2018 and Q42017, there were approximately 120 million U.S. television households.

3. Top 25 Cable Networks reflect those 25 networks with the highest average total primetime U.S.national ratings in Q4 2017 (excludes broadcast and premium networks).

4. Media Consumption – AVOD: Hours of content viewed on 3rd party platforms, including YouTube andFacebook, are based on Google Analytics. Hours viewed on WWE owned and operated platforms arefrom internal data.

5. Social media followers represent the number of follows for each individual platform - Facebook,Twitter, etc.- as sourced from each platform; as such, total followers shown have not been adjustedfor duplication among or within platforms and do not represent the number of “unique” followers.

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FOOTNOTES – DEFINITION OF METRICS

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6. Subscriber metrics reflect direct customers of WWE Network and subscribers reported under licensedpartner agreements, which have different economic terms for the network.

7. Total subscribers reflect all active subscribers over the relevant time period. These include WWENetwork customers who have activated a free trial of the network and those who have madepayments.

8. Free trial subscribers refer to WWE Network customers who received a free trial upon activatingnetwork service, and were still within their promotion period as of the date reported. Subscribers areeligible to receive a free trial upon their initial service activation, or upon reactivation (i.e. following aperiod of discontinued service) if they did not previously receive a free trial.

9. Average paid subscribers reflect the sum of the arithmetic daily mean over the relevant period for ourdirect-to-consumer subscribers, and the average of the monthly reported subscribers from our licensepartners (such reporting is received and recognized on an approximate 30 day lag). Average paidsubscribers may differ substantially from paid subscribers at the end of any period due to the timingof paid subscriber additions.