sezmi company launch presentation
TRANSCRIPT
Creating a New Age of Television
Sezmi Creates Many Television Firsts
1. A complete TV 2.0 solution
2. Centered on on-demand viewing
3. A seamless integration of live, stored, on-demand, and internet video
4. Personalized and tailored to the individual viewer
5. Extends the benefits of social networking to the TV
6. Designed for self-installation
Major Disruptions in the TV Industry: A Catalyst for Consumer Change70 million consumers will make Digital TV choice over the next 4 years
DVR
HDTV
TriplePlay
DigitalTransition
InternetContent
MobileVideo
Inflexible bundles
Too expensive
Difficulty making
everything work together
Inconvenient start times
Movie selection
(on-demand)
Can’t find something of interest to watch
Poor navigation
and usability
The picture quality does not meet my expectations
Complaints Include High Prices, Inflexible Bundles and a Poor Experience
Value is critical
Opportunity to improve the experience
Simplicity is key
Upgrade to HD
A Large Set of Target Consumers
Total Households
Analog Cable Subs 34MM
New Move-ins 17MM
Broadband Subs without Triple Play 30MM
New HD TV Set Purchasers (annually) 17MM
OTA only Households (39.2MM TV sets) 20MM
Cable or Satellite Subs with OTA TV Sets (30MM TV sets)
15MM
Current Approaches are Not Working
• Broadband is challenged to deliver HD television
‒ Partial solutions are not accepted in the living room
• A pile of special purpose boxes
‒ Cable STB/DVR boxes
‒ Movie boxes
‒ Internet video boxes
• Legacy systems are difficult to upgrade
SimpleSelf-Install
CompellingPricing
RelevantAdvertising
Wireless
Personalizationand
Intelligence
Time Shifting and
On-Demand
ComprehensiveContent
BreakthroughVideo
EntertainmentSolution
Compelling Basic Offering
Digital and HD TV Subscription Low monthly fee
• Content bundle covering > 85% of all TV viewing
‒ All major broadcast networks and local channels
‒ Basic bundle of leading cable networks
‒ Live sports and news networks
• Integrated Internet Video
• HD DVR service
On Demand Choices Market rates
• Movies
• Premium TV
• Adult
A Simple Offering Covers 87% of US TV Viewing
Source: Nielsen HH ratings 2005-2006 TV season
Premium
Content &
Movies
% o
f T
V V
iew
ing
ABC, NBC, CBS, FOX,
Univision, Telemundo, My
Network, CW, Telefutura,
other independents
53%
0%
34%
36 Leading Networks
Niche
Networks
Broadcast
Networks
Base Offering (87% of TV viewing) Supplemental Offerings
7%
Internet
Video
Sezmi Creates a New Delivery Paradigm
PublicBroadcast
Media Receiver•Smart reception•Automatically stores nearly 1,000 hours of personalized programming
Digital TV Spectrum
Video Content
Interactivity and Viewer Data
Internet Video
Broadcast Networks
Secure Broadband
PrivateBroadcast
Network Ops CtrLicensed Content
FlexCast
Building B, Inc. Confidential - Not for Redistribution
Partner
IP POP
Sezmi Sets a New Benchmark in Simplicity
Personalized and intuitiveUser Interface
RemoteUnique scroll wheel design
Individual user buttons
Digital Media Receiver
Self-install in minutes
Integrates all services and content
A Strong Foundation
• General
‒ Founded in 2006 by Buno Pati and Phil Wiser
‒ Headquarters in Silicon Valley with offices in Santa Monica and Florida
• Strong Financial Backers
• Board of Directors
‒ Phil Wiser Chairman and President
‒ Buno Pati CEO
‒ Andy Lack Chairman, SonyBMG; Former President and COO, NBC
‒ Bob Pavey General Partner, Morgenthaler Ventures
‒ Arun Netravali Managing Partner, Omni Capital Group; Former President of AT&T Bell Laboratories
• Industry Leading Advisory Board
‒ Key executives and technology leaders from MTV, Nickleodeon, Paramount, Publicis, ArrayComm, …
Morgenthaler Ventures Omni Capital Index Ventures
TD Fund (FCC) Legend Ventures Western Technology Investments
The Right Management Team
• Founder and CEO, Numerical Tech
• Founder/Director of 8 tech companies
Buno Pati
CEO
• CTO, Sony Corp. of America
• Founder and CTO, Liquid Audio
Phil Wiser
Chairman and President
• VP Marketing, Clearwire
• VP Sales and Mktg, DirecTV Broadband
David Allred
SVP Marketing and Products
• President, Viacom Productions
• EVP Primetime, NBC
Perry Simon
SVP and Chief Content Officer
• COO and Founder, USDTV
• CEO, CacheVision, SkyTune
Richard Johnson
SVP Service Operations
• Exec. Director, CA Public Broadcasting
• President, KSEE (NBC Affiliate), Fresno
Mark Benscheidt
VP Broadcaster Business Dev.
• CTO, USDTV
• Founder and CTO, Metro Link
Garry Paxinos
SVP Engineering
• CFO Picolight
• CFO and cofounder Read-Rite Corp.
Martin Lundie
Chief Financial Officer
Founders
Company Building
Technology
Digital Media
Consumer
Content
Network and Operations
Broadcast
Technology
Finance
Sezmi Helps Partners Capitalize on a New Chapter of Consumer Video
ContentProviders
BroadbandService Providers
Advertisers
Broadcasters
Broadcasters:
Receive returns on their digital investment
Revitalize their business with targeted and interactive ads
Advertisers:
Deliver higher value advertising on television
Improve the effectiveness of advertising
Broadband Service Providers:
Offer a differentiated triple play
Avoid expensive infrastructure
Promote their brand
Content Providers:
Extend content to new platforms
Leverage brand in an on-demand world
Building Value for Broadcasters Building Value for Content Providers
Higher CPMs
Growing Subscriber Base
Increased Sub Fees
Enhanced BrandYour
Brand
Subscriber Revenue Share
Smart Promotion
Stronger Local Franchise
Higher CPM’s
Differentiated video services
High-capacity wirelessnetwork for content delivery
+ =
Service Providers
DSL and 4G Wireless
Voice & data services
Marketing & distribution
Sezmi is A Turn-key Video Solution
Triple Play
Nationwide Distribution Network
• Wireless Broadband Providers• Regional Telephone Providers• National Retailers
100 Million Households Passed by 2010
Creating a New Age of Television