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Za#oo Internet TV Watch the Switch Wien, 3. Juli 2014
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TV industry used to have dis4nct value chain.
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Content produc4on
Content aggrega4on
Content distribu4on Devices
TV adver4sing
Cable / IPTV subscrip4on
Adver-‐ 4ser
End-‐ User*
* Contractual rela4onship.
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Today, everybody is directly compe4ng for the end user.
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Content produc4on
Content aggrega4on
Content distribu4on Devices
Adver-‐ 4ser TV adver4sing
End-‐ User
Cable / IPTV subscrip4on
What will happen to each segment? Some specula4ve hypotheses…
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There will be many new content producers. But big events will get even more a#en4on due to social media.
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USD 1.3M/ year USD 8.5M / year
Produc4on Distrib. Devices Aggreg.
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Linear TV usage will go down. But TV sta4ons have plenty of opportuni4es to grow.
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Produc4on Distrib. Devices Aggreg.
4.9 4.8 4.2
1.5 2.2 2.9
0 1 2 3 4 5 6 7 8
2010 2015 2020
TV Consump4on (h)*
Linear TV VOD
* US. Source: Nielsen, GfK, Roland Berger, Za#oo Analysis.
TV Market
Overall Growth due to new devices
VOD Growth with diverse compe44on
Linear TV Challenges by VOD and inter-‐ mediaries, also new opportuni4es
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With BB internet, users have free choice for receiving TV. Access providers will partner with specialized OTT services.
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Produc4on Distrib. Devices Aggreg.
OTT Services Bundles Access
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Variety of devices will even grow. But only few pla]orms will survive.
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Produc4on Distrib. Devices Aggreg.
Relevant Pla]orms /Opera4ng Systems Relevant Devices (examples)
PC‘s
Phones
Tablets
TV‘s
XXX?
…what does that all mean for users and adver4sers?
Confiden/al
Thank you Nick Brambring, CEO nick@za;oo.com
