what's next in media - navonil
TRANSCRIPT
What’s Next In Media ?
Navonil Roy
Maxis
Why Me ?
Media Communications
Telecom
Changing Face of Media
Everywhere & Everyform
Getting Complex By The Day
Watched 20,000 hours of TVPlayed 10,000 hours of games
Talked 10,000 hours Sent/received 250,000 emails
Radio – 38 yearsTV – 13 years
Internet – 4 years
1984: 1,0001992 – 1,000,000
2006 – 600,000,000
Underlying Forces
What’s Next
In Media ?
Underlying Forces Impacting Evolution
Interactive
Data Rich
EaseSelective
Content Linked Customise
Time
Tech
Dabbawalla
Toilet
Line Dance
Will Impact Future
Interactive
Data Rich
EaseSelective
Content Linked Customise
Time
Tech
?
So, What’s Next In Media
• Appears to be in flux
• Difficult to predict specifics
• But aligned to underlying forces
• Painting picture v/s understanding implications
Some Implications of What’s Next in Media
1. Breaking down of Walled Garden
2. Potential of Consumer Revenues
3. Expanding Content Revenue Streams
4. Importance of Blockbuster Content
1. Media has existed in Walled Gardens
Access via subscription
License to operate
Spectrum
CapexBouquet offering
What’s Next in Media :Breakdown of Walls
Free content
A la carte choices
Wider Competition…
Key QuestionHow is your organisation planning to survive
without protective walls ?
2. Advertising Revenue :Sole Focus of Growth
• With increasing media platforms
• Limited by GDP
• Asian Adex USD 90 billion
What’s Next in Media :Potential of Consumer Revenue
• Disposable income USD 3310 billion
• Growing at faster rates
• Propensity to pay for intangibles – Virtual goods USD 7 billion
• Constrained by micro payment
Key QuestionDoes your business have a good mix of
advertising and consumer revenue ?
3. Content Revenue :Core of Value Chain
• Driven by direct revenue– Movie ticket– Music CD…
• Diminishing content revenues
• Need to look beyond traditional
What’s Next in Media :Expanding Content Revenue Streams
USD 833.2 million
USD 800 million
What’s Next in Media : Expanding Content Revenue Streams
Key Question
How is your organisation expending its revenue streams to replace core revenue ?
4. Content Ecosystem :Long tail v/s Blockbuster Content
Long Tail ContentProvides opportunity for niche content
Amateur/User generated Function of search and storage
Differentiator for internet companies
Blockbuster Professional ContentHighly popular
Professionally createdDriven by stars, marketing, distribution
Conventional model for movies, books…
Time
Popularity
What’s Next In Media :Importance of Blockbuster Content
Time
Popularity
Top 10% titles 48% of movie rental (Quickflix)
78% of music plays (Rhapsody)
Source : Anita Elberse
Key QuestionHow are you protecting the blockbusters
within your portfolio ?
What’s Next In Media :Key Points to Remember
• Not What’s Coming
• Accepting change and benefiting
• Underlying forces
• Specific implications1. Breaking down of Walled Garden
2. Potential of Consumer Revenues
3. Expanding Content Revenue Streams
4. Importance of Blockbuster Content
