March 20, 2017Smart TV Opportunity

Bright Shiny Objects

+ 74 million Smart TV’s shipped in NA + 75% are connected + 10 million new sets in Q4 2016 + Samsung & Vizio dominate

Smart TV Penetration

11%4%

6%

9%

29%

41%

+ Vizio has lead the issue as they were the first to “free the data”

+ Flurry of class action lawsuits and FTC complaint

+ FTC complaint resolved in February

+ Revised disclosure on data collection and sharing practices and guidelines for the entire industry

+ Vizio software updated, data collection is default off and only collect if user agrees…about 60% agree to terms

+ California consumer class action continues but only Vizio and not third parties

+ This issue looks like it behind us

Privacy Update.

Automatic Content RecognitionSmarter TVs – Multiple Sources Of Value

© 2016 INSCAPE. Proprietary & Confidential.

Broadcast & Cable NetworksLocal Broadcast Stations

AdsOTT Content

Inscape™Ingest

System

Analytics Targeting Measurement

6m+ Inscape TVs

Second by SecondContent & Advertising

Daily/Hourly Data DeliveryReal Time Event Triggers

9%7%

3%

13%

6%62%

+ 90% of dumb TV’s usage is TV

+ 81% of connected Smart TV usage is TV

- 9% connected devices

- 7% gaming

- 3% DVD

+ The smarter you are the less commercials you watch

What Do You Watch When You Are Smart?

+ Apps - YouTube, Netflix, Hulu…

+ Glass level data capture with IP address

- Cross platform attribution

- Cross platform optimization

- Retargeting

+ Addressable ad replacement in live linear!

+ All in “could be” real-time

What Is The Opportunity?

digital synch conquest

live trigger category

!meline/func!onality

+ How is inventory sourced…business models

+ How are addressable impressions reconciled against the impressions delivered by the box

+ How does IP address delivery compare to HH address delivery

+ Does it actually work

+ How does this strengthen the programmers insight into viewing data

+ Can you add voice…what opportunities could that open up

+ How might South Korean corruption impact this shiny object

Considerations.

+ Smart TV’s are quickly scaling

+ Privacy issues appear to be resolving themselves

+ Silos breaking down

+ Ushers in dynamic, real-time opportunities and incredible measurable

+ Many disruptive consequences for us to shape and embrace

Takeaways.

www.MatterMoreMedia.com

Tracey Scheppach CEO + Co-founder