VoD and TV Services Market Overview 2015 SVoD TVoD Live TV Business Model Amazon Quality User Base Devices Eco System Spotlight: The “Amazon Prime” subscription bundles SVOD w/ extended and free of charge delivery services „X-Ray Feature“ w/ extensive metadata background information and integrated purchase function for digital content SD HD 4K Amazon 0-2m 2-10m 10-20m 20m+ Network OTT – IPTV – CATV – SAT - DTT … Netflix SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Best-in-Class recommendation engine based on the personal watching history and reference data from other users Netflix “Seamless watching” functionality is available on far more than 150 devices / 0-2m 2-10m 10-20m 20m+ Network … SD HD 4K OTT – IPTV – CATV – SAT - DTT Sky Deutschland SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Add-on package „Snap Extra“, comprises a second concurrent stream and the “download to device” feature Content mainly available in SD quality, but continuous extension of HD content ongoing Sky 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Vivendi SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Stand-alone service „Kids by Watchever“ with special design and selected children-only content Strong cross device social media (e.g. Facebook) integration with an extensive interaction feature-set / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Apple SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: The iTunes eco system offers music, eBooks and apps next to TVoD content iTunes is the proprietary digital content system on all Apple devices including iPhone, iPad, iPod, MacBook and Apple TV Apple 0-2m 2-10m 10-20m 20m+ Network Screenshot SD HD 4K OTT – IPTV – CATV – SAT - DTT Wal Mart SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: “Vudu to go“ enables users to download movies to mobile devices and store digital content in the cloud The “disc to digital service“ is available in Walmart stores and allows users to convert CDs or DVDs to digital content / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Comcast (NBC), Walt Disney, FOX AVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Hulu comes with a freemium business model; the ad-based limited offering and the “Hulu Plus” subscription “Hulu Plus” comprises more content, more devices and HD content compared to the free basic offering / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Deutsche Telekom SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Videoload offers its customers TVoD and the optional Electronic-Sell- Through functionality Videoload is available for Laptops/ PCs and Google Chromecast (restricted to browser access only) / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Thomas Gabathuler SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Wilmaa comes with a freemium model; its premium subscription includes more than 200 channels (+50 in HD), catch- up EPG and Apps for many devices Next to its apps for Android and iOS devices Wilmaa offers a streaming box / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Constellation Capital SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Zattoo comes with a freemium business model offering public channels for free and private or foreign channels packages for different prices Zattoo offers its live TV product as a white label B2B solution / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Magine Holding AB SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: 7 day backwards EPG (catch-up), but only limited content offering due to legal constraints Live TV offering as a freemium model, with free of charge public channels and various packages for private channels / 0-2m 2-10m 10-20m 20m+ Network Screenshot SD HD 4K OTT – IPTV – CATV – SAT - DTT ProSieben Sat1 Media SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Maxdome provides its customers a stand-alone TVoD offering or a hybrid SVoD/ TVoD package Maxdome offers a separate are w/ special design and content only for children / 0-2m 2-10m 10-20m 20m+ Network Screenshot SD HD 4K OTT – IPTV – CATV – SAT - DTT BSkyB SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: BSkyB offers NowTV as a stand-alone SVOD/ live TV combination comprising month passes and sports day passes NowTV comes with a branded Roku 2 streaming box / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Sky Deutschland SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Modular Live TV and SVoD offering analogic to traditional Sky packaging options Sky Online streaming box powered by Roku (Roku 3) available in Germany since December 2014 / 0-2m 2-10m 10-20m 20m+ Network Screenshot SD HD 4K OTT – IPTV – CATV – SAT - DTT Swisscom SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Best-in-class fully fledged IPTV solution with outstanding 2nd screen integration 7 day backwards EPG (catch-up) and 1000 hours of disposable cloud storage capacity / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Vodafone SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Availability of multiple language packages w/ bundled by different regions Vodafone TV is included in the Vodafone Triple Play offering (Telephone, Internet and TV) / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Deutsche Telekom SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Catch-Up and time-shift functionality available with SAT and cable STBs Entertain 2nd Screen application with remote control functionalities and mobile live TV, as well as a program manager / 0-2m 2-10m 10-20m 20m+ Network Entertain SD HD 4K OTT – IPTV – CATV – SAT - DTT Liberty Global SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Catch-Up and time-shift functionality available Horizon Go (2nd Screen application) with remote control functionalities, mobile live TV, as well as a program manager / 0-2m 2-10m 10-20m 20m+ Network Horizon … SD HD 4K OTT – IPTV – CATV – SAT - DTT Comcast SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Xfinity TV premium package comprises more than 260 channels and a broad mixture of live sports Xfinity TV Go enables customers to watch live TV and on demand content in Wi-Fi and mobile networks / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT AT&T SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Parallel recording of 4 shows with the U-Verse TV Total Home DVR U-Verse mobile App include access to recordings, live tv and on demand content as well as the control of the Total Home DVR / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Verizon SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: The add-on FIOS Quantum TV provides customers more than 200 hours of extra storage capacity for HD content “FiOS TV To Go” is an add-on that is included in FiOS TV subscriptions / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Astra SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Satellite-based HD TV offering includes the access to TVoD and SVoD applications Free of charge Live TV catch-up function via “HD Replay” / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Vodafone SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Extensive integrated catch-up offering including nearly all german FTA ”Mediatheken” 2nd screen applications “Programm Manager” and “TV App” delivering live TV and recording functionalities / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Kabel Deutschland Google SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Google play offers games, apps and music next to its large TVoD movie catalogue Content can be rented or purchased and watched on the Google Play website or on Android devices Google 0-2m 2-10m 10-20m 20m+ Network SD HD 4K OTT – IPTV – CATV – SAT - DTT Rakuten SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Cloud-based VoD-service that offers movies and series in SD, HD and subtitled originals Users can watch their purchased titles on all connected devices / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K … OTT – IPTV – CATV – SAT - DTT Hubert Burda Media SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: In cooperation with Zattoo, TV Spielfilm provides an app that allows its users to stream several TV programs via notebook, smartphone or tablet Public programs like ARD,ZDF etc. are free of charge / 0-2m 2-10m 10-20m 20m+ Network SD HD 4K TV OTT – IPTV – CATV – SAT - DTT Media Broadcast SVoD TVoD Live TV Business Model Quality User Base Devices Eco System Spotlight: Multithek combines conventional TV with the internet Users can directly access a multitude of TV programs, media libraries and additional services / 0-2m 2-10m 10-20m 20m+ Network SD HD OTT – IPTV – CATV – SAT - DTT 4K Mobile TV Cloud PVR Interactive TV MS&C Competence Center NewTV – extensive project experience Facts More than 12 professionals in our NewTV Competence Center Launch of unique video service intelligence product veed-analytics.com Unique NewTV Experience Center in our Munich-based office Best-in-Class Consulting Strategy Products, Pricing and Benchmarking Organization Process definition and Optimization Marketing Definition, Bundling and Promotion, Launch Execution Requirements and Project Management References NewTV Expertise Smart TV VoD Hybrid OTT IPTV Mobile Apps Multiscreen Streaming Broadcast TV Apps Social TV Contact Patrick Sturm Managing Partner [email protected] +49 173 391 66 19 www.twitter.muecke-sturm.de www.slideshare.muecke-sturm.de www.muecke-sturm.de www.xing.muecke-sturm.de Axel Meiling Director of NewTV [email protected] +49 151 582 433 90 Mücke, Sturm & Company Mücke, Sturm & Company GmbH (MS&C) was founded in Munich in 2002 by Michael Mücke and Patrick Sturm as a partner-operated consulting firm. As a top management consulting firm, MS&C supports its clients in all strategic, organisational and technological matters. In particular, MS&C specialises in the various themes of digital transformation, where it holds extensive experience in working with internet-based business models. The firm originally focused on the TIME industry (Telecommunications, Internet, Media and Entertainment). In recent years MS&C has also brought its expertise to other industries such as power, automotive and health care, and now makes leading companies fit for competition in the traditional and digital economies. MS&C has offices in Munich, Darmstadt and Cologne. www.linkedIn.muecke-sturm www.youtube.muecke-sturm.de veed analytics – an unique market intelligence service by MS&C Strategic evaluation of linear and on demand services Periodical analysis of HD channels per linear service Periodical analysis of SVoD content offerings Conduction of customer tailored research Analysis of publicly available or internal customer data Creation of full reports and management papers tailored to specific customer needs Comprehensive overview of the international video market structured in veed academy curriculum Qualitative insights and evaluation of market developments through veed experts Hands-on testing of leading video services veed reports bespoke research veed workshops video insights by veed: reports, workshops and research MS&C NewTV Experience Center – in-depth markt and benchmarking insights Showcase Availability of more than 100 services and platforms Interactive, hands-on testing of best practices, state-of-the-art features, and usability Execution of presentations, expert workshops, and moderation of lessons learned NewTV Experience Center