Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015 #ISE_DSS DSS Munich DSS Conferences Matchmaking Market Facts & Figures Yearbooks Conference
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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DSS Munich DSS Conferences MatchmakingMarket
Facts & FiguresYearbooks
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9th annual invidis digital signage conference in Munich
Five years in cooperation with OVAB Europe
Premiers 2015 as joint venture of Integrated Systems Events and invidis consulting
JV brings together the event competence of ISE and the market expertise of invidis
Largest, most international conference in nine year history
40+ speaker30 exhibitors471 delegates
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DSS Munich
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9th annualMunich Conference
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
«Digital Signage Summit» new brand for event series
ISE/invidis bring Munich conference concept also to• DSS Russia / Moscow 28 & 29 October 2015• DSS MENA / Dubai 16 November 2015
DSS is a dedicated confex event platform -conference and exhibition - featuring digital signage and DooH topics
More efficient with 25 presentations, panel discussions and workshops over two days
Thanks for attending and let’s start DSS Europe 2015
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DSS Conferences
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Munich, Moscow, Dubai
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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DSS Munich
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The Partners
Integrated Systems Events
A 50-50 joint-venture partnership of two not-for-profit trade associations, CEDIA and InfoComm International
With offices in Munich and Amsterdam and employees engaged in logistics, sales, marketing and content development across Europe ISE produces Integrated Systems Europe, Europe's Largest AV Systems event, Integrated Systems Russia and other Conferences relating to AV systems
invidis Consulting
invidis is a renowned boutique consulting and research house based in Munich. Delivering actionable information and advise to customers across EMEA
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Matchmaking
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Plan your Meetings for best ROI
Our research shows three main expectations at conference participation
1. Interesting presentations and speakers2. High level networking3. Gain knowledge to stay ahead of the
competition
Invidis/ISE deliver good content (Top 1 and Top 3) but networking is beyond our control
To enable all delegates and exhibitors to meet and network we have introduced DSS Matchmaking. It is not too late to register at pitchandmatch.com/event/DSS_Europeand arrange dedicated meetings.
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Markets Facts & Figures
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GfK & invidis announce
partnership
EU 23 Market Data• GfK, invidis consulting and oystin partners
• Distribution sell-through data on weekly basis
• Monthly standardized reporting and analysis – a systematic aggregation• Market size (units/ value) development by
product category and feature • Feature shares e.g. inch size or brightness • Average price development by features• Brand shares (units / value) by features
• Quarterly commentary and guidance – from raw data to actionable insights
• Demand forecasts – anticipating future market dynamics
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
EU23 | 1H15 vs 1H14 (Sell Through Data)
Professional Displays (10”+)+23,4% Units+07,8% Value
Professional Displays (32”+)+21,5% Units+07,6% Value
High Brightness (700+ nits)+ 27,9% Units
Professional Small Signage 10”-23”+ 220,3%
Market Share Professional Small Signage3,6%
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Markets Facts & Figures
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GfK & invidis announce
partnership
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Markets Facts & Figures
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GfK & invidis announce
partnership
EU23 | 1H15 (Sell Through Data)
66,0%
10,6%
10,0%
7,5%
5,8%
Samsung
NEC
LG
Philips
Others Others- Sony- Iiyama- Sharp- Panasonic- Toshiba- BenQ
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• 4th edition of digital signage and doohyearbook
• 3rd edition of international edition
• 288 pages of market insights, top-lists and background information
• Leading industry guide
• More than 15.000 copies downloaded till today (fully registered)
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Markets Facts & Figures
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invidis yearbooks
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Markets Facts & Figures
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DBCI | EMEA’s leading business
climate index
DBCI August 2015:
• Denmark/Finland/Norway/Sweden: 67 bp
• The Netherlands/Belgium/Luxembourg: 67 bp
• Spain/Portugal: 63 bp
• Poland: 55 bp
• Germany/Austria/Switzerland: 51 bp
• France: 50 bp
• Italy: 30 bp
• Russia: -7 bp
Bp = base points (Scale +100 to -100)
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
Shifting the Balance of Powerinvidis keynote | DSS Europe | 11 September 2015
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Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
Consolidation New Market Entries DisruptionContent drives
TechnologySupremacy of Eco Systems
Digital Transformation
Internet of Things (IoT)
Brand Management Customer Journey Analytics
Engaging ContentProgrammatic
BuyingMultiscreen
Dominant but not intrusive
Mobile
Ind
ust
ryC
ust
om
ers
Do
oH
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
#ISE_DSS
Consolidation New Market Entries DisruptionContent drives
TechnologySupremacy
of Eco Systems
Ind
ust
ryShifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
#ISE_DSS
• Hardware - especially displays and media player -have become commodity
• In 1H15 first time price hikes of up to 15% due to unfavourable USD / EUR exchange rates
• Driver of consolidation - digital signage projects become more• International• Larger• Complex
• Trends• Global Sales Structures (i.e. NEC)• Financially strong General Contractors• Full Service Integrator with Tech, Concept &
Content competence
Consolidation
Ind
ust
ry
Trends & Drivers
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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• Nordics lead the industry in consolidation
• Consolidation is driven by digital signage full service provider (integration, software, hardware)
• Primarily direct business with end-customers (SI business model)
• Most national digital signage markets in Scandinavia have proven too small for sufficient scale
• Public traded market players force cross-border M&A activities
Consolidation
Ind
ust
ry Nordics |Key takeaways consolidation
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Consolidation
Ind
ust
ry
Expansion Southern Europe• Italy and Spain
offer many M&A opportunities in the aftermath of the Debt-Crisis
Expansion Western Europe• Mainly BeNeLux
as market is similar sized to Nordics
Neighbouring Markets Nordics/Baltics • organic growth
and M&A• Sales Offices
mostly not sufficientHome Market
• Home markets relatively small• Public trade companies with more or less easy access to M&A capital
and driven to provide growth stories• Build up of in-house eco-system with software and full service
systems integration (incl. content)• Drive for scale only possible through Pan-European expansion
1
2
3
4 Future Growth• Top 3 Markets
(DACH, UK and France)
• Poland• CEE is difficult,
relatively small markets
5
Nordics |Typical Growth
Phases
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• Scala has been pioneer in building up a global digital signage business out of Scandinavia
• The original Scala was founded 25 years ago in Norway and expanded globally with some detours
• Scandinavia is still unique to Scala as the digital signage software provider is also the largest systems integrator in Norway
• Scala Acquisitions • 1987 Digital Vision (NO)• 1992 DV renamed to Scala and HQ moved to US• 2004 acquired streaming technology expert
Streambase (NO)• 2011 JV in Bangalore with Digifour Technologies
(IN)
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Consolidation
Ind
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Scala |how it all started
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
Elisa Videra (150 employees, 7 Countries)• Finnish Systems Integrator acquired by Finnish Telecom Elisa• Expanded operations with subsidiaries in Finland, Denmark,
Norway, UK, Netherlands, Italy and Russia
Zeta Display• Swedish Full Service Systems Integrator• Expanded operations through M&A with subsidiaries in
Sweden, Denmark, Norway, Finland, Baltics and Netherlands
MultiQ / Mermaid• Swedish Display and Digital Signage Expert• Acquired Mermaid in spring 2015
• Mermaid (founded 2004) acquired Victor Soft (DK), Acrossmedia (DK), Norden Media Solution (SE) and Headline TV (NO)
• Expanded operations with subsidiaries in Sweden, Denmark, Norway and sales offices in UK and Germany
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Consolidation
Ind
ust
ry Nordics | Leader in market
consolidation
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Consolidation New Market Entries DisruptionContent drives
TechnologySupremacy of Eco Systems
Ind
ust
ryShifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• Ayuda ERP solution was chosen by Ströer Media to replace existing ERP and digital signage CMS. A potential of 5k+ CMS licenses was off the markt
• Adobe Experience Manager cloud based solutions have the potential to take over the content creation workflow from digital signage CMS -> digital signage CMS feature set could be stripped to scheduling and playout
• Brand Management / Campaign Management solutions take over multiscreen scheduling -> digital signage could be boiled down to playout
• Google launches today Chrome OS Digital Signage in EMEA - an license-free operating system with basic digital signage features
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Disruption
Ind
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New technology & content provider disrupt existing
value chains
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• Last week Samsung and Axel Springer announced last week a global content partnership -> currently limited to mobile but DS could be a next step
• Axel Springer co-operates already with a handful of digital signage systems integrators like Heineking or Cittadino -> Content driven packages include WeltN24 content, CMS software and media player
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Disruption
Ind
ust
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New technology & content provider disrupt existing
value chains
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
#ISE_DSS
Consolidation New Market Entries DisruptionContent drives
TechnologySupremacy of Eco Systems
Ind
ust
ryShifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• Strong eco-systems make or break the future of the digital signage industry -> tenders are awarded to experienced eco-systems
• Digital Signage Software built the strongest eco-systems connecting with integrators and relatively new display manufacturers (SoC)
• Eco Systems only flourish when dedicated value chain offers sufficient value for partners
• New business models and changes in the value chain threaten existing systems• Direct Sales vs Partner• Display vendors offering own software
• Most market players without strong eco-system will be out of the market in 2020
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Supremacy of Eco Systems
Ind
ust
ry Eco Systems are essential for market
success
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Supremacy of Eco Systems
Ind
ust
ry System on a Chip drives new eco-
systems
DS Partner
Installed Base
Panasonic
GoogleDS Chrome OS
Samsung Smart Signage Platform(SSSP / SoC)
LGE WebOS
Sony
Size of Bubble = # of types of available platforms (Display, Media Player etc)
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
LGE Web OS (Consumer TV)
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Supremacy of Eco Systems
Ind
ust
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Upside potential for LGE WebOS
only SoC Platform for TV and DS
DS Partner
Installed Base
Panasonic
GoogleDS Chrome OS
Samsung Smart Signage Platform(SSSP / SoC)
LGE WebOS
Sony
Size of Bubble = # of types of available platforms (Display, Media Player etc)
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Cu
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Digital Transformation
Internet of Things (IoT)
Brand Management Customer Journey Analytics
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• High-Street retailer transform to “bricks and clicks” –Online retail starts building pop-up stores
• Most of the touchpoints in the customer journey will be purely or partly digital in the future
• Customers will be recognized and traced during their journey. Targeting will be become part of the digital communication at the PoS in the near future with the help of a Multiscreen Cookie
• Information returned to a central system which collects, analyses and triggers communication at the PoS
• Marketers need to be in control from a central point to reduce effort and to synchronize communicationbetween the different channel
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Digital Transformation
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Riding the trend –Digital Signage
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
North America• 2014: 50% of the Top 100 Retailer in US have
tested iBeacons• 2015: 30% of all retail outlets in the US will
feature iBeacons• 2016: Research expects a 85% penetration rate
of all relevant retail outlets • But most retailer are still missing a holistic
strategy
Europe• Data Privacy issues are blocking many beacon
projects in the EU• Willingness to download and share personal
data with retailer is much lower
• Retailer are building a solid digital signage base
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Digital Transformation
Cu
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s
Riding the trend –Digital Signage
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Digital Transformation
Internet of Things (IoT)
Brand Management Customer Journey Analytics
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
IoT has arrived at the Retail • RFID-enabled sensors on products • Automated shelves, coolers and vending machines• Perishable tracking• Sustainability monitoring • Automated store lighting• Proximity-based consumer interaction in the aisle• Automated checkouts via smartphone or Apple Pay• Traffic, frequency, dwell time, product interaction• Demographic analysis• Interactive, personal digital signage
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Internet of Things (IoT)
Cu
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Always connect and engaging
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
$76.3 billion
Latin America
$114.4billion
Middle East/ Africa
$2.1trillion
Western
Europe
$2.6trillionAsia Pacific
$217.1billion
Central/Eastern Europe
$1.9trillion
North America
Source: Worldwide and Regional Internet of Things (IoT) 2014 – 2020 Forecast: A Virtuous Circle of Proven Value and Demand, IDC #248451, May 2014.
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Digital Transformation
Internet of Things (IoT)
Brand Management Customer Journey Analytics
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• Historically digital signage solutions have been a silo installation
• Today visual communication at the PoS/PoI is connected to various management systems in the enterprise environment
• Digital Signage has grown to an essential component of enterprise communication
• But where is its home?• Customer Centric: Marketing / Brand
Management• Transaction Centric: Finance / ePOS• Infrastructure Centric: Building Automation /
Facility Management
• Digital Signage will be integral part of brand communication concepts. But only for the last mile!
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Brand Management
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New Home for Digital Signage
IT
ERP
HR
PM
ENGPUR
FIN
CRM
ePOS
FMBM
DigitalSignage
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
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Do
oH
Engaging ContentProgrammatic
BuyingMultiscreen
Dominant but not intrusive
Mobile
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• Ströer positions Public Video as a relevant media touch point for commuters and shoppers
• DooH screens are positioned as an essential news source delivering value add besides advertisement
• 6a-9a: Celebrity news to be shared in the office with colleagues
• 9a-12a: Family news / kids cartoons complements classical music played in Munich Underground
• Acquisition of one Germany’s largest online portal (T-Online) will add more than 200 editors to Ströer
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Engaging Content
Do
oH Unique content is
essential for Ströer
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
• Ströer enriches DooH advertisement with very customized content
• Fine tuned content strategy delivers content depending on day part, region and target group
• More than 40 content partner deliver content for 18 hrs of daily programme
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Engaging Content
Do
oH
Customized Content
complements Ströer DooH
Additionally more two dozen special interest partner for editorial specials like Number of the Day, Stock-Quotes, Quote of the Day, kids programme etc
National Welt N24 n-tv Tagesschau
Regional ARD-TV i.e. BR, HR, RBB
Local Süddeutsche Express Köln Rheinische Post
Sports Sky HD News
Vid
eo &
Pic
ture
New
sSp
ecia
l In
tere
st
Celebrity Promi Flash Giga TV
Spieletipps.de
Erdbeerlounge
…
…
Weather Wetter 24
Content Partner
T-Online
Content Fleet
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
#ISE_DSS
Consolidation New Market Entries DisruptionContent drives
TechnologySupremacy of Eco Systems
Digital Transformation
Internet of Things (IoT)
Brand Management Customer Journey Analytics
Engaging ContentProgrammatic
BuyingMultiscreen
Dominant but not intrusive
Mobile
Ind
ust
ryC
ust
om
ers
Do
oH
Shifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015
Shifting the Balance of Powerinvidis keynote | DSS Europe | 11 September 2015
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Shifting Balance of Power invidis keynote | DSS Europe | 11 September 2015