NAB 2013, Multi-network Forum - Totalmovie

© 2013 Total Media Networks S.A. Proprietary and Confidential

THE OTT REVOLUTION: AN OPERATOR’S PERSPECTIVE

ROBERT DELAMAR, CEOApril 9, 2013


WE ARE LIVING IN THE EARLY DAYSOF A VIDEO REVOLUATION


(IT WILL BE TELEVISED)


OTT JUST THE FIRST SCRIMAGE

Sources: Graphic http://blogs.amdocs.com/talgivoly/2010/08/10/why-ott-video-might-not-be-as-disruptive-after-all/ Growth of Online Video: http://www.abiresearch.com/press/ott-revenues-up-to-20-billion-in-2016-netflix-hulu

Over-the-top (OTT) Video Providers

Internet


LARGELY A “LEAN BACK” EXPERIENCE

Source: http://www.playstationlifestyle.net/2011/08/27/ps3-dominates-the-netflix-scene-in-less-than-two-years-time/

>55% of US users still use the television at home as their primary OTT device


Global market share for Internet Connected TV’s

CONCENTRATED IN US/EU


WITH ONE DOMINANT PLAYER

Source: http://www.strategyeyedigitalmedia.com/article/2012/06/06/netflix_surpasses_apple_to_become_largest_online_movie_provi/


THE DRAMA OF THESE EARLY DAYSOBSCURING THE REAL

REVOLUTION


1. THE PC IS DEAD


2. THE MOBILE INTERNET IS KING


3. ACCELERATED GROWTH IN EMERGING MARKETS

Source: Mark Meeker - http://blog.smartling.com/blog/bid/127532/Developing-Countries-Driving-Global-Internet-Growth


4. MOBILE DATE EXPLOSION (WITH A LITTLE HELP FROM WIFI)

Sources: CDG; http://www.cisco.com/en/US/solutions/collateral/ns341/ns524/ns673/solution_overview_c22-642482.htmlhttp://www.fiercebroadbandwireless.com/story/global-public-wi-fi-hotspots-expected-surge-350-4-years/2011-11-09

OPERATORS TO OFFLOAD 31% OF DATA TRAFFIC TO WI-FI BY 2016


STILL NOT CONVINCED?


LESSONS FROM THE BARRICADES


LESSON 1: INNOVATION IS EVERYTHING

Source: http://sweatequitees.com/products/innovate-or-die-t-shirt

A Cautionary Tale (REAL T-SHIRT)• 1985: First Blockbuster store opened 1985• 2009: (Peak) 60,000 employees, 5,000 stores, 17

countries • 2010: Filed for bankruptcy in US


LESSON 2: SPEED IS EVERYTHINGTHE INNOVATOR’S DILEMMA


LESSON 3: YOU’RE NOT GOING TO ALWAYS

GET IT RIGHT THE FIRST TIME(WELL-CAPITALIZED/PATIENT INVESTOR A

MUST)

http://www.funny-potato.com/blog/divorce-custody


LESSON 4: KEEP THE BEST JETTISON THE RESTEASIER TO SAY THAN TO DO

http://science.howstuffworks.com/transport/flight/modern/ejection-seat.htm


SO SINCE YOU’RE SO DARN SMART NOW…

TELL ME. WHAT COMES NEXT?


WE ARE LAUNCHING THE WORLD’S FIRST LIVETV + SVOD COMBINATION SERVICE

1. CLOUD BASED (NETWORK AGNOSTIC)2. MOBILE-CENTRIC

3. WHOLESALE READY


INNOVATING FROM THE LESSONS WE LEARNED IN THE FIRST PHASE OF THE

REVOLUTION (KEEP THE GOOD STUFF)

1. THE COUD: THE OPPORTUNITY IS GLOBAL, SO IS THE INTERNET

2. MOBILE: THE INTERNET IN EMERGING MARKETS IS THE MOBILE INTERNET

3. WHOLESALE READY: MOBILE OPERATORS OWN THE BILLING RELATIONSHIP


SO WHY SHOULD I CARE? (WHAT’S IN IT FOR ME?)


GLOBAL OTT MARKET STILL IN ITS INFANCYREPEAT: THESE ARE STILL EARLY DAYS

2010 $3.79Billion

2017$28

Billion

“The over-the-top TV sector is close to a steep

growth phase as key players expand globally,

companies consolidate and new partnerships are

formed.”

Source: HIS iSuppli, June 2012

http://www.digitaltveurope.net/29566/online-tv-revenues-to-double-in-five-years/


MEET THE REVOLUTIONARIES…


COMPANY• Offices: San Jose, California (HQ), Mexico City & Rio de

Janeiro• Backed by TV Azteca / Grupo Salinas [$6B; 60,000

employees]• Launched Latin America’s first SVOD service in 7/2011;

operating in +40 countries in Latin America• #2 OTT service in Latin America (after Netflix)• Partnerships signed with mobile carriers/MSOs and OEM

distributors• Large aggregation of premium content

DESIGNED FOR GLOBAL MOBILE OPERATOR INTEGRATION

• Platform + Content + Service• Anytime, anywhere, any device• Comprehensive content portfolio• Multi-tenant, multi-language, multi-currency• Seven technology patents pending• Network optimized• Centrally distributed services


¡VIVA LA REVOLUCION!

(THANKS)ROBERT DELAMARCEO

Mobile: +1.408.455.8153Email: [email protected]: corp.totalmovie.comDemo: corp.totalmovie.com/demos

mailto:[email protected]

NAB 2013, Multi-network Forum - Totalmovie

Technology

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