Mediapeers presentation -_080925_-_nff

New Media Value Chain

Utrecht, September 25th, 2008 Netherlands Film Festival

mediapeers in brief

Founded April 2007

Headquarters Berlin (Germany)

Staff 21

Sales reps Madrid (Spain), Moscow (Russia), Paris (France)

Activity mediapeers runs an international B2B marketplace for audiovisual content. Process support ranges from Marketing, Sales, Distribution to Billing. It provides content owners with a simple and efficient way to distribute their content worldwide to channels, cablecos/MSOs, telcos/ISPs, mobile operators, publishers, agencies etc.

Value proposition Buyer: One-stop-shop solution to reduce lead times & transaction cost Seller: Low cost channel to debottleneck license distribution

Business model 15% commission on license fees

Awards – Red Herring Top 100 Tech companies Europe 2008 – Top 25 Web companies in Germany – Wirtschaftswoche

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What happen thus far?

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three waves of video services (r)evolution

“2nd screen”

Video goes broadband

 UGC  Bridging devices  (S)VoD for the mass

IPTV

PC

CPM, CPC, subscrip-tion & PPV

“3rd screen”

Video goes mobile

 New usage occasion  New formats  Personalization

Mix

Mobile phone

Subscription, tariff

“1st screen”

Trend Digitalization of homes

Key impact  Multi-channel  Ad skipping (PVR)  On demand

Video type Mostly linear channel

Video device TV

Business model

CPM, subscription

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audiovisual content market with increasing complexity

Content supplier

 Film studios  Independent producer  TV broadcaster

Content buyer

 Theatrical distributors  DVD distributors  Pay-TV platforms  TV Broadcasters

Usage rights

 Theatrical  DVD  Pay-TV  Free TV

Tradi- tional (<2005)

 Film studios  Independent producer  TV broadcaster  TV production houses  Content aggregators  Archives  OEMs  …

 Theatrical distributors  DVD distributors  Pay-TV platforms  TV Broadcasters  Fixnet Ops  ISPs  Web/Mobile Portals  MNOs/MVNOs  Publishers  …

 Theatrical  DVD/Blu-ray/HD-DVD  D2O/EST  VoD/PPU  SVoD  Pay-TV  Mobile/Podcast  Free TV  IPTV/WebTV  …

Emerging (≥2005)

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Exploding number of professional buyers of audiovisual content ISP/Telco

Multisystem Operator/Cable

Mobile Network Operator

Device-based Services

Video on Demand (OTT)

IPTV

Publishing Houses

Special Interests Services

TV Channels

let's look at a big guy – what Warner Brothers is up to …

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look whom they partnering with in the US …

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… all the good old cable guys, including Comcast

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… online retailers like amazon

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… the cool device people from Cupertino – apple of course

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… also the not so cool console guys from Microsoft

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… the self declared "novelle cinéma" like cinema now

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… the web 2.0 folks like vudu

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… and even the (formerly) pirates darling BitTorrent

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Why should I care?

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well, it ain't in the numbers yet – even in the US Percent of spend on movies and video of US consumers (13+)

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DVD sales 52%

DVD rental 29%

Cinema 18%

Internet 1%

Source: NPD Group, September 16, 2008

or may be payment at the cashier was just forgotten? Comparison of legal versus illegal downloads in the US, estimates for 2007

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Source: MPAA, IFPI

Movie Music

despite lots of hopeful cashiers (VoD platforms)

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Source: NPA, February 19, 2008

YE 2007

changes in industry structure become evident

AV industry

Content

Adver-tising

Audience

Traditional

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Audience

Advertising

Content

Emerging

 Branded content  User generated content  Targeted advertising  …

Does it matter to me?

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low overall market transparency

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unclear attractiveness of distribution partners

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need to manage high complexity

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revenue / transaction cost imbalance

What does change?

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new players along the value chain

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Production Packaging Ad inventory Distribution Access/ Device Consumption

New Player

Audience

Traditional Player

Traditional

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metamorphosis of the value chain

Production Aggregation Ad Inventory Access/ Device

Emerging

Repurposing Distribution Consumption

new competitive dynamic

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Access

Games TV/Film

three industries competing for share of wallet, leisure time and ad spend

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Music

South Park Maya

Tomb Raider LOTR

The Sims Need for Speed

Matrix/8110 Sky Mobile

converging or cooperating industries?

Interact with the hero?

MMORPG’s as an MVNO?

Integrate production?

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Access

Games TV/Film

new entertainment products

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Action  Pay  Interact

Assets  Brands  Stories

Animation  Sticky  Engaging

what can each industry bring to the party?

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kids entertainment from telco with movies and games

Kid Studio by Orange

 Videos  Games  Limited offer for free  Premium offer for

monthly subscription fee of 5€ or 7€

new distribution paradigm

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from a few exclusive distribution channels to ubiquity

Prada Coke

more non-distribution revenues

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from brand positioning to merchandizing

What can you do?

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Revenue sources

Content/services

Devices

Distribution

simplified business system toolbox for digital media

Paid content Advertising

Transaction Traffic One time

Sub. PPU CPM CPC CPO

Music Video Games Search

Hit Cat. Indi Lin. VoD UGC CG SP MMP Horiz. Vertical

PC TV/ Console Mobile phone Other mobile devices

Fixed broadband Wireless broadband Cellular Broadcasting

DSL CAT FTTx 802. 11

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WiB 2.5G 3G IP CAT SAT DTT

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Revenue sources

Content/services

Devices

Distribution

apple: from humble iPod beginnings …









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Revenue sources

Content/services

Devices

Distribution

… to media powerhouse?









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Revenue sources

Content/services

Devices

Distribution

let's look at a few examples









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Revenue sources

Content/services

Devices

Distribution

(S)VoD









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Typical two way deal Effective net revenue share:

30% – 50% (90%)

Revenue sources

Content/services

Devices

Distribution

advertizing









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Some three way deals Effective net revenue share:

25.5% – 45%

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Thank you for your attention!

mediapeers GmbH

Am Festungsgraben 1 D-10117 Berlin

url www.mediapeers.com email [email protected] phone +49-30-814560-70 fax +49-30-814560-99

Mediapeers presentation -_080925_-_nff

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Transcript of Mediapeers presentation -_080925_-_nff