Origins of Over the Top Video Services
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© 2014 [email protected] www.dusil.com 1 Gabriel Dusil Chief Marketing & Corporate Strategy Officer Visual Unity Global a.s. www.linkedin.com/in/ gabrieldusil www.dusil.com [email protected] Origins of Over the Top Video Services
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Origins of Over the Top Video Services. Download the Original Video & Presentation - Origins of Over the Top Video Services. View the recorded video presentation, or download the native PowerPoint slides here: http://dusil.com/. Evolution of Entertainment Consumption . View. Own. License. - PowerPoint PPT Presentation
Transcript of Origins of Over the Top Video Services
© 2014 [email protected]
www.dusil.com
1
Gabriel DusilChief Marketing &
Corporate Strategy OfficerVisual Unity Global a.s.
www.linkedin.com/in/gabrieldusilwww.dusil.com
Origins ofOver the Top
Video Services
© 2014 [email protected]
www.dusil.com
2
Download the Original Video & Presentation- Origins of Over the Top Video Services
View the recorded video presentation, or download the native PowerPoint slides here:• http://dusil.com/
© 2014 [email protected]
www.dusil.com
4
Industry Wars
Front Lines• Subscriber Ownership• Industry Relevance• Revenue Protection
Computing
Entertainment Communication
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Challenge – Music disc Revenue DeclineOnline have notoffset the decline in disc sales• “Digital single sales
growth is slowing:we almost reached1.4b in ‘12 but it isunlikely that they willreach 1.5b in ’16before they begin todecline”- Billboard
http://www.billboard.com/biz/articles/news/digital-and-mobile/1521562/building-the-100-billion-music-business-guest-post-by
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
0
10
20
billi
on U
S$
CD & Digital Music - Global Revenue
Digital Revenue
PhysicalRevenue
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6Internet Traffic, http://en.wikipedia.org/wiki/Internet_trafficCisco's Visual Networking Index Forecast
2000
2001
2002
2003
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2005
2006
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2011
2012
2013
2014
2015
2016
0
20
40
60
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100Global Internet Trafficexabytes
per month
HTML5 is mainstream
Netflix streamingBlu-Ray
YouTube Launches
100 hours of video uploaded to YouTube every minute
Ultraviolet DRM
Mobile Data per month
exceeds Voice Data
Apple iPadShips
H.265Finalized
4K TV ships
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May Ju
l
Sep
Nov
Jan
Mar
May Ju
l
2006 20072005
A Turning Point for Digital Video - 2006
Apple iPhone
Netflix video streaming
Google buysYouTube
Microsoft PlayReady
1st Blu-Ray released
Red One NAB’06
1080p LCD’sbegin
shipping Netflix $1m Prize
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OTT MarketOpportunity
Cisco - Visual Networking Index Forecast ‘11–’17http://ciscovni.com/forecast-widget/wizard.html
2011
2012
2013
2014
2015
2016
2017
0
10
20
30
40
50
60
70Online GamingWeb, email, DataP2P File Sharing
Consumer Internet
Traffic Fore-cast
• 70% of Global Traffic by 2017 will be Video
• = 252 billion DVDs in one year
1 Exabyte = 1,000 Petabytes= 1,000,000 Terabytes
Multiscreen VideoTV & Live InternetShort-form Video
Exab
ytes
per
mon
th
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Broadband Speeds (Mbps)Cisco - VNI Service Adoption Forecast '11-'16
C&EE – Central & Eastern Europe, ME&A = Middle East & Africa
2013 2014 2015 2016
W. Europe
N. America
C&EE
ME&A
Western Europe Leading in bandwidth
Sufficient for 4K @ H.265
Developing
Developed
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Cost of Connectivity
The Cost of Connectivity, New Americahttp://newamerica.net/publications/policy/the_cost_of_connectivity#4]
Hong K
ong
Tokyo
San Fran
cisco
RigaSeou
lParis
Buchare
st
Berlin
Lond
on
Amsterd
am
Copenh
agen
Pragu
e
Toronto
Zürich
New Y
ork
Was
hington D
C0
100
200
300
400
500
$0
$20
$40
Dow
nloa
d Sp
eed
(Mbp
s)
Pric
e pe
r Mon
th (U
S$)High-speed Connections for $35?
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USA
Europe, Canada, Asia 2 years behind the USA
Emerging Markets 4+ years behind the USA
OTT Evolution
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0% 20% 40% 60% 80% 100%-200
0
200
400
600
800
1000
1200
Pay-TV by CountryAverage Revenue per User
Household Penetration
APRUUS$/year China
CanadaPolandSwedenNetherlands
USA
India
UKFranceJapanGermany
Australia
Brazil
ItalySpain
Russia
Sub-SaharanAfrica
Ireland
Developed
Developing
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Pay TV - Trending Down
Business Insider - Mobile Video Boom (12.Oct)
1Q'092Q'09
3Q'094Q'09
1Q'102Q'10
3Q'104Q'10
1Q'112Q'11
3Q'114Q'11
1Q'122Q'12
-800
-200
400
1,000
TelcoSatellite Cable
Pay TV Subscribers - Net Additions vs. Cancellations
Gaining Subscribers
Losing Subscribers
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Tier 2• Horizontal: National Companies• Vertical: Regional Broadcasters, Affiliates,
Aggregators, MSO (i.e. Cable operators)
OTT Evolution - Vertical TiersTier 1• Horizontal: Global Companies• Vertical: Broadcasters, Telcos, Enterprises
Tier 3• Horizontal: Regional Companies• Vertical: Online Retailers, Faith,
Higher Education,
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Online Video – Market Opportunities
OTA = Over the AirOTT = Over-the-Top Content
Network Operators
Ente
rpris
eCo
nten
tCr
eatio
n
Delivery
Online RetailersGovernmentCorporations
Satellite
Houses of WorshipEducation
Med
ia Co
mpa
nies
Cable OTT
Distribution
TheatreBroadcasters
Radio
CDN
CinemaOnline Media
Consumer Brands Production
MusicFreelanceStudiosAdvertisingEvents
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Platform as a Service PaaS Software as a Service SaaS
Market Sizing Cloud Infrastructure
2011
2012
2013
2014
2015
2016
2017
0.2
0.6
1.0Video Platforms
Sources: accustream & Gartner
2010
2011
2012
2013
2014
2015
2016
Cloud Infrastructure
billi
on U
S$
billi
ons U
S$
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OTT,9%
TV & Video, 91%
2017
OTT - 37b US$ by 2017
Market - Broadcast & OTT
CAGR = Compounded Annual Growth Rate
TV & Video market estimated at $395b globally, by 2017
0
10
20
30TransactionSubscription
billi
on U
S$
Global OTT Forecast '11-'17
