Presentation of Net Insight · Presentation of Net Insight 1 | Fredrik Tumegård, CEO Stockholm,...

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Presentation of Net Insight 1 | Fredrik Tumegård, CEO Stockholm, November 23 rd , 2017 Red eye November 2017 | Net Insight AB

Transcript of Presentation of Net Insight · Presentation of Net Insight 1 | Fredrik Tumegård, CEO Stockholm,...

Page 1: Presentation of Net Insight · Presentation of Net Insight 1 | Fredrik Tumegård, CEO Stockholm, November 23 rd, 2017 Red eye November 2017 | Net Insight AB . 2 | THE INDUSTRY IS

Presentation of Net Insight

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Fredrik Tumegård, CEO

Stockholm, November 23rd, 2017

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THE INDUSTRY IS UNDERGOING A

SIGNIFICANT TRANSFORMATION

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A changing market structure and value chain

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TV 1.0 TV 2.0 TV 3.0

BRINGING PEOPLE TOGETHER

Our vision is to enable a live and interactive media experience for anyone on earth.

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DIGITAL LONERSCAMP FIRE TV

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• Viewer - More flexibility to watch what they want, when they want and where they want- Increased and tailor-made content and advertising - Synchronised screens lead to improved experience and higher engagement- Community building with niche opportunities

• Broadcasting companies- Opportunity to build a more loyal audience that stays longer in front of the screen- Tailored content and improved dialogue with viewer- Opportunity to create new revenue streams at different touch points - More touch points to reach the viewer

• Advertising industry - Easier to target the relevant consumer with a personalised message- Tougher competition, but more marketing channels to chose from and use in communication- Engaging communication that leads to quicker “speed-to-purchase”- Reaching a wider audience that can be included in a business transaction (sports events/betting etc)

What does TV 3.0 mean to the stakeholders?

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Event Studio Home

A product portfolio spanning glass-to-glass

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Net Insight’s offerings span across the entire media spectrum, starting from TV cameras and TV studios, right through to the TV

audiences.

WHAT WE DO

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OUR BUSINESS MODELS

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• HW, SW and services • Initial HW & License pricing • Added functionality & capacity charged

separately • Support charged on installed base +

professional services• Some recurring revenues

• Software and services • License fees based on users • License fees based on nodes • Recurring software maintenance &

support revenues

• Software and services • Installation and integration • Recurring revenues based on traffic or

clients

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500customers

across the globe

60countries

442SEK Million

Total turnover R4Q Q3’17

197SEK Million

Liquid funds Q3 2017

52%Brand Awareness in 2017

+250Employees & Consultants

48Nps% customers likely to recommend

Net Insight

This is Net Insight

+30Patents

30%R&D InvestmentRed eye November 2017 | Net Insight AB 8 |

59%Gross margin

Total turnover R4Q Q3’17

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470 MUSDAddressable Market 2017

2-3%Growth rate

Broadcast and Media Networks

70 MUSDAddressable Market 2017

Project driven, will decline after 2017

Digital Terrestrial Networks

500 MUSDAddressable Market in a few years

24%Live OTTGrowth rate

Addressable Market

Based on 2016 IABM Report “Fiber Transport & Interfaces for Studio and Metro Networks” and based on Net Insight Analysis; growth estimated at forecasted broadcasting. Net Insight Live OTT Estimate based on Digital Research OTT report, June 2015 and ABI Research Pay-TV/OTT report, Apr 2015Red eye November 2017 | Net Insight AB 9 |

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Reasons to invest in Net Insight

Market Transition

Innovative Technology

Global Reach

A clear strategy for growth

• Expanding video traffic• Expanding in live streaming• Centralized production demands more network capacity • TV distribution over the Internet (OTT) driving new content production• Increase in file-based workflows

• Improving QoS over IP networks • End-to-end orchestration• Reducing TCO • Optimizing bandwidth utilization• Patents related to QoS, synchronization, scalability

• 500 customers • 60 countries • 50 resellers • International professional media brand• Customer Net Promoter score

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> 500 HIGH-END CUSTOMERS AROUND THE GLOBE

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