OTT & Multiscreen • Web Seminar • #2 • Origins of Over the Top Video Services
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Transcript of OTT & Multiscreen • Web Seminar • #2 • Origins of Over the Top Video Services
© 2014 [email protected] www.dusil.com
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Gabriel Dusil Chief Marketing &
Corporate Strategy Officer Visual Unity Global a.s.
www.linkedin.com/in/gabrieldusil
www.dusil.com [email protected]
Origins of
Over the Top Video Services
© 2014 [email protected] www.dusil.com
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Download the Original Video & Presentation - Origins of Over the Top Video Services
View the recorded video presentation, or download the native PowerPoint slides here: • http://dusil.com/
© 2014 [email protected] www.dusil.com
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Industry Wars
Front Lines • Subscriber Ownership • Industry Relevance • Revenue Protection
Computing
Entertainment Communication
© 2014 [email protected] www.dusil.com
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Challenge – Music disc Revenue Decline
Online have not offset the decline in disc sales • “Digital single sales
growth is slowing: we almost reached 1.4b in ‘12 but it is unlikely that they will reach 1.5b in ’16 before they begin to decline” - Billboard
http://www.billboard.com/biz/articles/news/digital-and-mobile/1521562/building-the-100-billion-music-business-guest-post-by
0
10
20
1998 2000 2002 2004 2006 2008 2010b
illio
n U
S$
CD & Digital Music - Global Revenue
Digital Revenue
Physical Revenue
© 2014 [email protected] www.dusil.com
6 Internet Traffic, http://en.wikipedia.org/wiki/Internet_traffic Cisco's Visual Networking Index Forecast
0
20
40
60
80
100
2000 2002 2004 2006 2008 2010 2012 2014 2016
exabytes per month Global Internet Traffic
HTML5 is mainstream
Netflix streaming
Blu-Ray
YouTube Launches
100 hours of video uploaded to YouTube every minute
Ultraviolet DRM
Mobile Data per month
exceeds Voice Data
Apple iPad Ships
H.265 Finalized
4K TV ships
© 2014 [email protected] www.dusil.com
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May
Jul
Sep
Nov
Jan
Mar
May
Jul
2006 2007 2005
A Turning Point for Digital Video - 2006
Apple iPhone
Netflix video streaming
Google buys YouTube
Microsoft PlayReady
1st Blu-Ray released
Red One NAB’06
1080p LCD’s begin
shipping
Netflix $1m Prize
© 2014 [email protected] www.dusil.com
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OTT Market Opportunity
Cisco - Visual Networking Index Forecast ‘11–’17 http://ciscovni.com/forecast-widget/wizard.html
0
10
20
30
40
50
60
70
2011 2013 2015 2017
Online GamingWeb, email, DataP2P File SharingInternet Video
Consumer Internet Traffic
Forecast
• 70% of Global Traffic by 2017 will be Video
• = 252 billion DVDs in one year
1 Exabyte = 1,000 Petabytes = 1,000,000 Terabytes
Multiscreen VideoTV & Live InternetShort-form VideoLong-form Video
Exab
yte
s p
er
mo
nth
© 2014 [email protected] www.dusil.com
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Broadband Speeds (Mbps)
Cisco - VNI Service Adoption Forecast '11-'16 C&EE – Central & Eastern Europe, ME&A = Middle East & Africa
18.5 24.2 31.9 41.6
18.0 23.1 29.3 36.6
15.3 19.1 23.7 29.2
5.0 5.9 7.0 8.4
2013 2014 2015 2016
W. Europe
N. America
C&EE
ME&A
Western Europe Leading in bandwidth
Sufficient for 4K @ H.265
Developing
Developed
© 2014 [email protected] www.dusil.com
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Cost of Connectivity
The Cost of Connectivity, New America http://newamerica.net/publications/policy/the_cost_of_connectivity#4]
$0
$20
$40
0
100
200
300
400
500
Pri
ce p
er M
on
th (
US$
)
Do
wn
load
Sp
eed
(M
bp
s)
© 2014 [email protected] www.dusil.com
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USA
Europe, Canada, Asia 2 years behind the USA
Emerging Markets 4+ years behind the USA
OTT Evolution
© 2014 [email protected] www.dusil.com
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-200
0
200
400
600
800
1000
1200
0% 20% 40% 60% 80% 100%
APRU US$/year
Household Penetration
Pay-TV by Country Average Revenue per User
China
Canada Poland Sweden Netherlands
USA
India
UK France Japan Germany
Australia
Brazil
Italy Spain
Russia
Sub-Saharan Africa
Ireland
Developed
Developing
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Pay TV - Trending Down
Business Insider - Mobile Video Boom (12.Oct)
-800
-200
400
1,000
Telco
Satellite
Cable
Pay TV Subscribers - Net Additions vs. Cancellations
Gaining Subscribers
Losing Subscribers
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Tier 2 • Horizontal: National Companies • Vertical: Regional Broadcasters, Affiliates,
Aggregators, MSO (i.e. Cable operators)
OTT Evolution - Vertical Tiers
Tier 1 • Horizontal: Global Companies • Vertical: Broadcasters, Telcos, Enterprises
Tier 3 • Horizontal: Regional Companies • Vertical: Online Retailers, Faith,
Higher Education,
© 2014 [email protected] www.dusil.com
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Online Video – Market Opportunities
OTA = Over the Air OTT = Over-the-Top Content
Network Operators
Ente
rpri
se
Co
nte
nt
Cre
atio
n
Delivery
Online Retailers Government Corporations
Satellite
Houses of Worship Education
Med
ia
Com
pani
es
Cable OTT
Distribution
Theatre Broadcasters
Radio
CDN
Cinema Online Media
Consumer Brands Production
Music Freelance Studios Advertising Events
© 2014 [email protected] www.dusil.com
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Platform as a Service PaaS Software as a Service SaaS
Market Sizing Cloud Infrastructure
0.2
0.6
1.0
2011 2013 2015 2017
Video Platforms
Sources: accustream & Gartner
2010 2012 2014 2016
Cloud Infrastructure
bill
ion
US$
bill
ion
s U
S$
© 2014 [email protected] www.dusil.com
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OTT, 9%
TV & Video, 91%
2017
OTT - 37b US$ by 2017
Market - Broadcast & OTT
CAGR = Compounded Annual Growth Rate
TV & Video market estimated at $395b globally, by 2017
0
10
20
30
bill
ion
US$
TransactionSubscriptionAdvertising
Global OTT Forecast '11-'17
© 2014 [email protected] www.dusil.com
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cz.linkedin.com/in/gabrieldusil www.dusil.com [email protected]