Shifting the Balance of Power - Magazin für Digital ... · «Digital Signage Summit» new brand...

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


«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


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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


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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.


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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


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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partnership


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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


• 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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invidis yearbooks


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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 Powerinvidis 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

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TechnologySupremacy

of Eco Systems

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ryShifting the Balance of Power invidis keynote | DSS Europe | 11 September 2015

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• 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

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Trends & Drivers


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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

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ry Nordics |Key takeaways consolidation


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Consolidation

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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


• 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

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Scala |how it all started


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

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consolidation


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• 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

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New technology & content provider disrupt existing

value chains


• 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

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New technology & content provider disrupt existing

value chains


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• 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

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success


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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)


LGE Web OS (Consumer TV)

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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)


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• 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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Riding the trend –Digital Signage


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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Riding the trend –Digital Signage


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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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Always connect and engaging


$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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• 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


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BuyingMultiscreen


Mobile


• 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


• 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

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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

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New

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Celebrity Promi Flash Giga TV

Spieletipps.de

Erdbeerlounge

…

…

Weather Wetter 24

Content Partner

T-Online

Content Fleet


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BuyingMultiscreen


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Shifting the Balance of Powerinvidis keynote | DSS Europe | 11 September 2015

#ISE_DSS

Shifting Balance of Power invidis keynote | DSS Europe | 11 September 2015

Shifting the Balance of Power - Magazin für Digital ... · «Digital Signage Summit» new brand...

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