{Ca} the future of video

{Core Analysis} BREAK THE SURFACE

THE FUTURE OF MOBILE VIDEO

Patrick Lopez

{Core Analysis}

Mobile Video Alliance

1 {Core Analysis} All rights reserved © 2013 – Public

{Core Analysis} COMPANY BACKGROUND

Company History

Founder and CEO of {Core Analysis}, I provide advisory services to technology vendors, board of directors, carriers and venture capital firms on OTT video. As an analyst, I present at influential industry forums and conferences and publish an acclaimed blog, industry articles and reports. In 2013, {Core Analysis} was exclusive advisor to Opera Software in its acquisition of Skyfire for $150m. Prior to {Core Analysis}, I have 15 years of international progressive experience in marketing, strategy and product management in the United States, Canada, Switzerland, Ireland and France. I hold a MBA in Corporate Management and a Bachelor Degree in Marketing Strategy.

Specialities Expertise: • Technical and strategic due diligence • Market Analysis • Companies evaluation and selection • Value proposition creation • Market category creation • Business case and forecast • New product introduction • Competitive analysis and market share protection / increase strategies • Product positioning and pricing • Board, investors, press and industry analysts relations t Publications and Interviews Over 100 interviews with The Wall Street Journal, Wireless Week, CNNmoney, Washington Times, In-Stat Group, Telephony, Fast Track Wireless, Wireless Week, Wireless News, NetsEdge Research, Telecom Trends, RCR Wireless News , CNN, Wireless developer network, Total Telecoms, La tribune, Global Wireless, Telecommunications International Edition, Global Mobile, CNBC Europe, Broadcast News Analyst Reports: Various analyst reports I have collaborated to or written include Deutsche Bank, JP Morgan, Morgan Stanley Credit Suisse First Boston, IDC, Frost & Sullivan, Mobilestream, Stylus Communications, Yankee group, Ovum, Visiongain, Informa, Forrester Research...


{Core Analysis} MISSION AND EXPERIENCE

{Core Analysis} provides consultancy services

on OTT video.

EXPERTISE

Technical and strategic due diligence

RFx support

Market Analysis

Vendor evaluation and selection

Technology evaluation

Business cases and forecasts

Product strategy

Pricing strategy

Competitive attack plan

EXPERIENCE

Due Diligence

Acquisitions

Turn around

Financing

Product, technology design & launches

World's first dedicated video optimization engine

World's first commercial MMSC

Sent world's first MMS on CDMA

World's first content, service and subscriber management for mobile TV

World's first messaging tiered architecture

Philips first WAP phone


{Core Analysis} MORE BANDWIDTH, MORE VIDEO

3G vs. 4G data consumption patterns


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Users exposed to more bandwidth consume more.

Video and multimedia drive the growth.

{Core Analysis} VIDEO QOE IS THE RESULT OF MISALIGNMENT


{Core Analysis} VIDEO IS BIG IN MOBILE

But mobile is small in video (although growing fast)


55%

45%

Mobile networks

Video Other

90%

6% 4%

Video delivery

Fixed WiFi Cellular

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{Core Analysis} CHALLENGES

User experience

Wireless networks spectrum is a finite resource

Mobile video delivery QoE is mediocre even in LTE networks

Video is new for most network operators

Resolution from SD, to HD and now 4K stretch the limits of the networks

Adaptive bit rate can create race conditions between clients that further deteriorate experience

Network load and user experience becomes unpredictable

Network Network operators want to prioritize and optimize traffic

Deep packet inspection Parental control Policy control Transparent caching Video lossless optimization (pacing, manifest manipulation…) Video Lossy optimization (transrating, transcoding, frame dropping…)

Content

Premium content providers want to control user experience

Encrypt video (SPDY…)

Adaptive bit rate

New codecs (HEVC H265, vp9, Daala…)

Edge packaging and ad insertion

Edge caching


{Core Analysis} THE MOBILE VIDEO SCENARIOS


{Core Analysis} OPPORTUNITIES

Operators

Is it video (vs. browsing a video site)?

What are the available resolutions?

Is it device-appropriate (format)?

Is it premium?

Subscription or transactional?

Is it an Ad?

Content

Is it WiFi or Cellular?

Is it Edge, UMTS, HSPA, LTE, LTE A…

Is the subscription prepaid / postpaid?

Is speed or volume capped?

What is the user’s class of service (bronze, silver, gold…)

Is the cell congested?

Is the connection bad because:

The device can’t render the video

The network is congested (payload or signalling)

The subscriber is far from the antenna

The data rate is capped …

What is the delivery QoE?


{Core Analysis} ADVERTISING IS UNDER-EXPLOITED IN MOBILE


{Core Analysis} ADVERTISING IS UNDER-EXPLOITED IN MOBILE


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{Core Analysis} FROM PRICING TO SERVICE DIFFERENTIATION Opportunities in video management

More efficient codecs, adaptive streaming for premium content, and new bandwidth hungry formats (4K, super HD…) increase opportunities to offer differentiated video services.

Actively managing subscribers’ video experience is key:

Setting expectations baseline in term of speed, price, quality

Create quality/speed/encoding based class of service

Actively upsell classes based on location, time of day, congestion

Manage and enforce SLAs with premium content providers

Manage quality / speed / cost with free content providers


4K LTE

Fablets

Super HD 8K

Adaptive streaming

h.265 HEVC

3D

Formats, codecs

Content providers

Devices

DASH

Smartphones

Best effort

Guaranteed fair quality

Guaranteed highest quality

Guaranteed SD high quality

Apple

TVs

Tablets

{Core Analysis} FROM PRICING TO SERVICE DIFFERENTIATION

Video necessitates management of speed, volume and quality


Unlimited

Fair usage

Volume throttling

Hard cap Soft cap

Soft cap + throttling

Speed cap

Metered Content /

App

Congestion Location

Service class

Time

QoE class Volume class

DPI (conditional access, volume, service type…)

+ PCRF (delivery speed, rating, application)

+ optimization (encoding)

+ smart optimization

(QoE)

Video class of service management with: Gold, silver, bronze

Enterprise Congestion… scenarios

Differentiated by QoE tiers

Tariffs

Technology

{Core Analysis} POSSIBLE AREAS OF COLLABORATION

Encoding best practice

Encryption (type, level, transport, key sharing,…)

Bit rate

Resolution

Buffer size

Adaptive bit rate implementation

Business Api

Do not transcode flag

Advertising flag

Priority

Minimum quality (encoding rate) accepted

Sender pays, recipient pays, …

Postpaid / prepaid

Volume / sped cap

Roaming

Advice of quality

Advice of charge

Acceleration button…


{Core Analysis} NEW BUSINESS MODELS START TO APPEAR

C Spire (USA) video duration charging Vodafone 2 sided model


{Core Analysis} CONTACTS


{Core Analysis} Patrick Lopez CEO +1 514 823 0314 [email protected]

Blog: coreanalysis1.blogspot.com Web: coreanalysis.ca News: scoop.it/t/mobile-video-ott-and-paytv Twitter: @coreanalysis

mailto:[email protected]

http://coreanalysis1.blogspot.com/

http://www.coreanalysis.ca/

http://www.scoop.it/t/mobile-video-ott-and-paytv









{Core Analysis} BREAK THE SURFACE

VIDEO OPTIMIZATION MARKET OVERVIEW

Patrick Lopez

{Core Analysis}

Q4 2013


{Ca} the future of video

Business

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video qoe

ott video

video index90

video site

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mobile video scenarios

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