ott & multiscreen • web seminar • #2 • origins of over the top video services

Download OTT & Multiscreen • Web Seminar • #2 • Origins of Over the Top Video Services

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Download the native PowerPoint slides, or view a recorded video of this presentation on www.dusil.com. This presentation investigates when OTT video services began to emerge, and the market landscape that made it happen. We also look at how different regions around the world will be implementing OTT, based on their infrastructure capabilities, and where they reside in the OTT adoption curve.

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  • 1.2014 gabriel@dusil.com www.dusil.com 1 GabrielDusil ChiefMarketing& CorporateStrategyOfficer VisualUnityGlobala.s. www.linkedin.com/in/gabrieldusil www.dusil.com gabriel@dusil.com Originsof OvertheTop VideoServices

2. 2014 gabriel@dusil.com www.dusil.com 2 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/ 3. 2014 gabriel@dusil.com www.dusil.com 3 LicenseOwnView Evolution of Entertainment Consumption 4. 2014 gabriel@dusil.com www.dusil.com 4 Industry Wars Front Lines Subscriber Ownership Industry Relevance Revenue Protection Computing Entertainment Communication 5. 2014 gabriel@dusil.com www.dusil.com 5 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 2010 billionUS$ CD & Digital Music - Global Revenue Digital Revenue Physical Revenue 6. 2014 gabriel@dusil.com www.dusil.com 6Internet 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 7. 2014 gabriel@dusil.com www.dusil.com 7 May Jul Sep Nov Jan Mar May Jul 2006 20072005 A Turning Point for Digital Video - 2006 Apple iPhone Netflixvideo streaming Google buys YouTube Microsoft PlayReady 1st Blu-Ray released RedOne NAB06 1080pLCDs begin shipping Netflix $1m Prize 8. 2014 gabriel@dusil.com www.dusil.com 8 OTT Market Opportunity Cisco-VisualNetworkingIndexForecast 1117 http://ciscovni.com/forecast-widget/wizard.html 0 10 20 30 40 50 60 70 2011 2013 2015 2017 Online Gaming Web, email, Data P2P File Sharing Internet Video Consumer Internet Traffic Forecast 70%ofGlobalTraffic by2017willbeVideo =252billionDVDsin oneyear 1Exabyte=1,000 Petabytes =1,000,000 Terabytes Multiscreen Video TV & Live Internet Short-form Video Long-form Video Exabytespermonth 9. 2014 gabriel@dusil.com www.dusil.com 9 Broadband Speeds (Mbps) Cisco-VNIServiceAdoptionForecast'11-'16 C&EECentral&EasternEurope,ME&A=MiddleEast&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 10. 2014 gabriel@dusil.com www.dusil.com 10 Cost of Connectivity TheCostofConnectivity,NewAmerica http://newamerica.net/publications/policy/the_cost_of_connectivity#4] $0 $20 $40 0 100 200 300 400 500 PriceperMonth(US$) DownloadSpeed(Mbps) 11. 2014 gabriel@dusil.com www.dusil.com 11 USA Europe,Canada,Asia 2yearsbehind theUSA EmergingMarkets 4+yearsbehind theUSA OTT Evolution 12. 2014 gabriel@dusil.com www.dusil.com 12 -200 0 200 400 600 800 1000 1200 0% 20% 40% 60% 80% 100% APRU US$/year Household Penetration Pay-TVbyCountry AverageRevenueperUser China Canada Poland Sweden Netherlands USA India UK France Japan Germany Australia Brazil Italy Spain Russia Sub-Saharan Africa Ireland Developed Developing 13. 2014 gabriel@dusil.com www.dusil.com 13 Pay TV - Trending Down Business Insider - Mobile Video Boom (12.Oct) -800 -200 400 1,000 Telco Satellite Cable Pay TV Subscribers - Net Additions vs. Cancellations Gaining Subscribers Losing Subscribers 14. 2014 gabriel@dusil.com www.dusil.com 14 Tier 2 Horizontal: National Companies Vertical: Regional Broadcasters, Affiliates, Aggregators, MSO (i.e. Cable operators) OTT Evolution - Vertical Tiers Tier 1 Horizontal: Global Companies Vertical: Broadcasters, Telcos, Enterprises Tier 3 Horizontal: Regional Companies Vertical: Online Retailers, Faith, Higher Education, 15. 2014 gabriel@dusil.com www.dusil.com 15 Online Video Market Opportunities OTA = Over the Air OTT = Over-the-Top Content NetworkOperators Enterprise Content Creation Delivery OnlineRetailers Government Corporations Satellite HousesofWorship Education Media Companies Cable OTT Distribution Theatre Broadcasters Radio CDN Cinema OnlineMedia ConsumerBrands Production Music Freelance Studios Advertising Events 16. 2014 gabriel@dusil.com www.dusil.com 16 Platform as a Service PaaS Software as a Service SaaS Market Sizing Cloud Infrastructure 0.2 0.6 1.0 2011 2013 2015 2017 Video Platforms Sources: accustream & Gartner 2010 2012 2014 2016 Cloud Infrastructure billionUS$ billionsUS$ 17. 2014 gabriel@dusil.com www.dusil.com 17 OTT, 9% TV & Video, 91% 2017 OTT - 37b US$ by 2017 Market - Broadcast & OTT CAGR = Compounded Annual Growth Rate TV & Video market estimated at $395b globally, by 2017 0 10 20 30 billionUS$ Transaction Subscription Advertising Global OTT Forecast '11-'17 18. 2014 gabriel@dusil.com www.dusil.com 18 cz.linkedin.com/in/gabrieldusil www.dusil.com gabriel@dusil.com