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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Investor Presentation
Nick Fitzgerald, CEO & Founder
29 July 2015
Global technology enabler for the monetisation and distribution of video content
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
What is TV2U?• TV2U’s pioneering disruptive technology (Intelligent Video Accessible Network or “IVAN”)
enables monetisation of Live and Video on Demand content to multiple consumption devices with unique features including:
• Real-time analytics and targeted advertising by device, location or individual consumer - world first for OTT streaming
• Real time anti piracy KYC account and device detection and encryption - the ‘Holy Grail’ of live video advertising and security to help fight piracy
• TV2U’s unique low OPEX opens up high volume low ARPU markets (developing markets)
• TV2U is not a Netflix or Foxtel. TV2U runs a B2B model and its target clients are telcos, large corporate organisations (operators) and governments
• TV2U owns the whole value chain and can monetize all of it: Installation, delivery, subscription, maintenance, advertising, and content
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Nick FitzgeraldCEO
• Previously Digital Rapids, Leitch, Digital Processing Systems, Hagemeyer, Film Australia
• 25 years’ experience across broadcast and new media industries
• Leads the overall company vision, goals and strategy
Steve Shalliker COO
• Previously lead Product Line Management for Alcatel-Lucent’s Mediaroom systems integration business
• 20 years experience of senior management with start-up businesses and major systems integrators
The Team
Scot MasonDirector of Delivery and Operations
• Previously Telstra, Freeview, Optus, Triplepay and Digisoft
• 20 years’ experience in broadcast, telco’s and new media industries
• Leads delivery and operations
Liaqat Fayyaz Director of Software Development
• Previously Noxel Group, V One Multimedia Pte LTD Singapore, Macrosoft
• 15 years’ experience in award-winning software development in broadcast, IPTV and over-the-top video
• Drives the software behind TV2U’s technology
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
OTT Video Delivery – The Platform
• Over The Top video delivery is the way of the future – cost effective and efficient
• Content hubs built world wide means operators can launch quickly with ready made content offers
• ‘Any device, any where, any time’ means a ready market for all content
• World leading analytics delivering the world’s first real time targeted advertising to individual users
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Malaysia Global Content Hub
• TV2U owns a low cost Technology and Innovation Centre located in KL Malaysia that includes Content Cloud (Test Lab) deployed at NTT’s (Japan) Data Centre in Kuala Lumpur
• Commercially ready with real-time streaming access to over 160 countries
• Cloud delivery means independent and secure content delivery service
• Encryption security combined with “approved device detection” via tv2u real time analytics is attractive to any operator focussed on curbing content piracy
• Enables full “ready to go” VoD and live content package for operators to facilitate fast roll out to their clients
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Interactive subscriber contribution content
TV2U Products6
TaraTV - a managed cloud entertainment content platform
Global video and gaming content (including Hollywood, Chinese content and Bollywood)
Real time targeted advertising
Social media integration and analytics
TV2U Video analytics
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Unique Analytics – TV2U Meta Data
• Target advertising is the ‘holy grail’ but has to date been unachievable with OTT service providers.
• TV2U real-time analytics, such as geo location and session time statistics, linked with social media data including ‘likes’
• Accurate profiling using historical, real-time consumption habits, geographic and demographic characteristics
• Location based advertising is a unique capability.
• TV2U’s unique reach to enormous subscriber numbers facilitates essentially free ad funded content for operators, historically not viable in the IPTV space
• Imagine Coca Cola sending different advertisements to two different people watching the same movie. Demands high advertising revenue.
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Increased advertising revenue• Unique analytics technology
supports real-time push advertising• Detailed user profiles attracts
premium advertising fees
Encryption and piracy control• End-to-end content encryption
technology• Piracy prevention makes TV2U’s
platform more attractive to content owners
Cloud-based delivery
• Content is encrypted and formatted to maximise streaming quality
• Delivers any content, over any network, to any device
More content
• All content available on demand• Highly targeted recommendations• Video, music and games
Simplified setup
• No major capital costs• Minimum monthly guarantees• Income share process
Increased subscribersnumbers
• Increased number of ‘streams’ in a household
• Personalisation per user, not per household
• Subscribers attracted by state of the art applications
Benefits of TV2U Technology
TV2U’s technology drives client revenue which increases TV2U’s share
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
TV2U’s Competitive Advantages9
Fast deployment and low cost operator integration
Content driven by cloud based next generation OTT infrastructure
Cloud hosted content hubs bring pre-integrated tech and content to operator partners for rapid time to market
TV2U owns most of its IPR resulting in low cost of entry for low ARPU markets currently not accessible to other operators
TV2U’s low OPEX means TV2U and its partners can remain profitable in low ARPU markets which include some of the worlds fastest growing economiesF
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
$61.4 billion
6billion
18% growth
$521 million
VoD market value by 2019
(Markets & Markets)
Consumer VoD spending growth
in 2015 (Gartner)
Hours of user-generated
content watched on YouTube each
month (YouTube Statistics)
Gross VoD advertising
revenue(Statistics)
Internet TV Market Size10
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
The Market11
TV2U applies its market leading technology to organisations such as telco’s, large web-based companies and governments to allow them to distribute and monetise video content
To internet TV operators and telco’s worldwide, TV2U is a cost-effective way
to introduce an on demand content service for the first time, or dramatically extend an existing offering with state of
the art analytics and personalised advertising capabilities
TV2U is listing on the ASX via a proposed RTO of GAL. The company is based in the UK, with offices in Australia, Hong Kong, Malaysia, Indonesia and the United States
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Owning the Value Chain Maximises Revenue
Customization to adapt the platform to the local operators needs and marketing plan2.
Systems integration to deliver the initial hardware and software solution
Managed service fees for the platform
Software licencing and software maintenance fees
1.
3.
4.
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Revenue share on advertising content
Software licencing fees from TV2U aggregated content
5.
6.
TV2U is the only technology provider to own and monetise the entire value chain
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
TV2U offers a range of software and hardware products for a bespoke solution and typically charges for these products as follows:
TV2U will typically combine these revenue models based on a complementary multi product offering
Multiple Revenue Streams13
Either:
(a) JV with clients and share revenue per user per month, or
(b) License its technology to the client and charge a monthly license fee per user
Charge fees for putting in place the initial software, hardware and infrastructure solution; and
Charge ongoing software maintenance fees
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
• Targeting B2B relationships
• Capable of reaching 160 countries
• Enabling clients to white label a full OTT service
• Focused on emerging markets around the globe
• Bespoke contracts for clients who may require solely content or analytics
• Working with clients who have tens or hundreds of millions of users
Target Market14
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
• Disruptive to the video content market
• Managed Network TV solutions to Set Top Box cannot compete with TV2U’s OTT alternative which avoid such hardware cost
• TV2U owns the Intellectual Property Rights for the high priced components
• TV2U achieves the lowest price point of next generation OTT service solution providers
• TV2U has a monetizing model fed from the whole value chain
• TV2U brings content with a viable business case for low ARPU operators which nobody else in the market does
• Low ARPU markets carry tens of millions of subscribers
• First contracts imminent
Summary15
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Nick Fitzgerald, CEO & Foundernick@tv2uglobal.com
Global technology enabler for the monetisation and distribution of video content
TV2U AustraliaFremantle
TV2U UKColchester
TVU Hong KongHong Kong
TV2U MalaysiaKuala Lumpur
Corporate Advisor: Merchant Corporate FinanceDan Fraserdfraser@merchantcorporate.com.au
Investor Relations: Walbrook IRBen Knowlesben@walbrookir.com.au
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
• Expansion through partnerships:
• Global partnerships with large media, telco’s and governments
• License technology (OEM)
• Movement into vertical markets
Growth Strategy17
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Under the Hood
Services
• Transcoding
• Distribution
• Publishing
• Archiving
• Encryption
• Payment gateway
Advertising
• Targeted
• Inserted
• Pre & post
• By device
• By location
• By individual
Social Media
• Facebook, twitter etc.
• Fully integrated
• Recommendation engine
Data Mining
• Customer data
• Real-time
• Analytics
• Promotions
• Consumer
• Research
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© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia
Patents/pending patentsTV2U has its own patent applications and otherwise an exclusive licence to the technology that gathers data and real-time analytics on video consumption habits, for real-time and
highly targeted advertising
Uniquely Positioned19
Available either as a bespoke and highly scalable
deployment, or a managed service
Data centre in KL can offer real-time streaming to 160
countries
TV2U offers a full end-to-end solution for the monetisation and distribution of
content
TV2U owns or exclusively licences its
own technology, handling everything
from delivery to payments and
encryption
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