martin - modern times group mtg video amazon sold more kindle books than paperback books in 2011...

Download Martin - Modern Times Group MTG Video Amazon sold more Kindle books than paperback books in 2011 Digital

If you can't read please download the document

Post on 26-May-2020

0 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

  • 1 C H

    A P

    TE R

    N A

    M E

  • Martin

    Lewerth

    EVP of Pay-TV

    and Technology

    Niclas

    Ekdahl

    CEO

    of Viaplay

    Born 1973

    Joined MTG in 2001

    What I love: Being prepared & planning

    properly

    What I hate: Football

    Favourite quote: “It always seems

    impossible until its done.”

    Born 1970

    Joined MTG in 2002

    What I love: Football

    What I hate: Losing

    Favourite quote: “Stand facing the sun and

    the shadows fall behind you.”

    2

  • Best in class operating

    performance

    3

    0%

    5%

    10%

    15%

    20%

    25%

    30%

    35%

    40%

    45%

    50%

    0

    500

    1,000

    1,500

    2,000

    2,500

    3,000

    3,500

    4,000

    4,500

    5,000

    2006 2007 2008 2009 2010 2011

    Revenue EBIT EBIT margin

    (SEK million)

  • From physical… to digital… to streaming in the ‘cloud’

    The entertainment landscape is

    changing fast & fundamentally

    4

    Source: 1) Screendigest

    Music

    Print

    Video

    Amazon sold more Kindle books

    than paperback books in 2011

    Digital music sales accounted

    for >50% of total worldwide

    music sales in 2011

    1.4

    3.4

    2.6 2.4

    2011 2012

    Movies online Physical video

    Movie viewership in the U.S1

    (Number of views /

    transactions (bn))

  • Video is driving IP traffic growth

    5

    Source: Cisco VNI, 2011

    Global IP traffic growth (PB / month)

    0

    10 000

    20 000

    30 000

    40 000

    50 000

    60 000

    2010 2011 2012 2013 2014 2015

    Internet video

    File sharing

    Web, email, and data

    Video calling

    Online gaming

    Voice over IP (VoIP)

    Other V

    id e

    o

  • And the media landscape is

    evolving rapidly

    6

  • Broadcasters

    Creating order out of chaos

    7

    Advertising

    (free) models

    Pay

    models

    Open

    Internet

    Walled

    gardens

    AVOD/Free VOD (advertising)

    SVOD (subscription) Closed networks

    Proprietary

    ecosystems

    Existing structures New structures

    TVOD (transaction)

  • 91%

    83% 74% 73%

    Sweden UK US EU-27

    15%

    7%

    1% 1%

    Sweden EU-27 UK US

    Scandinavia is the cradle of

    broadband

    Internet penetration

    (% of households)1

    Internet access speed >30 Mbps 3

    (% of population)

    Sources:1) Eurostat, OECD (for US, as of June 2011) 2) OECD, June 2011, European Commission (for EU-27); 3) Eurostat, FCC (for US, as of Dec 2010, Tier: 25Mbps); 4) netindex.com, test data between 29 Apr - 28 May 2012, Solon

    24

    16 15 13

    Sweden UK EU-27 US

    Average actual download

    speeds (Mbps)4

    94%

    66%

    44%

    35%

    Sweden US UK EU-27

    Mobile broadband penetration

    (% of population)2

  • And our strategy is evolving

    accordingly

    9

    Time

    S u

    b s

    c ri

    b e

    rs

    Pay-TV Life Cycle

    Satellite

    Virtual

    operator Over The Top

    Channel

    wholesale

  • Sources: Screendigest, Solon

    0

    2

    4

    6

    8

    10

    12

    2003 2004 2005 2006 2007 2008 2009 2010 2011

    But traditional platforms still

    dominate

    10

    Nordic platform market shares (millions of Households)

    Satellite

    Digital Terrestrial Analogue terrestrial

    IPTV

    Cable

  • 3 000

    3 500

    4 000

    4 500

    5 000

    2006 2007 2008 2009 2010 2011

    Satellite is about value growth

    not volume growth

    11

    Nordic satellite premium

    ARPU (SEK)

    Nordic satellite premium

    subscribers (000’s)

    0

    200

    400

    600

    800

    2006 2007 2008 2009 2010 2011

    CAGR 6.6 %

    CAGR -2.1 %

  • 7%

    11%

    4%

    5%

    6%

    0%

    2%

    4%

    6%

    8%

    10%

    12%

    2007 2008 2009 2010 2011

    With consistent price increases

    & room for more

    12 Source: Viasat Broadcasting research

    Sweden price benchmark (SEK) Annual satellite subscription price

    increases (Nordic)

    200

    300

    400

    500

    600

    700

    800

    900

    1 000

    Viasat Canal Digital

    Boxer Telia

    SKY UK DIRECTV

    Ext. basic Mid tier Mid+movie Total Mid+sport

  • And rising penetration of add-on

    services

    13

    Sources: Viasat Broadcasting research

    Penetration of add-on services, Nordic satellite platform

    0%

    10%

    20%

    30%

    40%

    50%

    60%

    2007 2008 2009 2010 2011 2012

    HD

    Multi-room

    PVR

    Viasat box Viaplay

    Multi-screen Viaplay

    3D PVRs HD

  • And we’ve now become a ‘Virtual

    Operator’ in 3 rd

    party networks

    14

    Sources: Viasat Broadcasting research

    0

    200

    400

    600

    800

    1 000

    1 200

    2006 2007 2008 2009 2010 2011

    DTH satellite 3rd party networks

    Viasat premium

    subscribers (Nordic)

    Scandinavian

    satellite

    universe

    Scandinavian

    satellite & Virtual

    Operator agreements (IPTV, cable)

    ~1.6m

    households

    ~4.2m

    households

    2008 2009 2010 2010 1991

  • So…how does this look in

    profitability terms?

    15

    YR1 YR2 YR3 YR4

    G ro

    s s

    m a

    rg in

    DTH Virtual Operator

    Indicative schematic

  • Martin

    Lewerth

    EVP of Pay-TV

    and Technology

    Niclas

    Ekdahl

    CEO

    of Viaplay

    Born 1973

    Joined MTG in 2001

    What I love: Being prepared & planning properly

    What I hate: Football

    Favourite quote: “It always seems impossible

    until its done.”

    Born 1970

    Joined MTG in 2002

    What I love: Football

    What I hate: Losing

    Favourite quote: ”Stand facing the sun and the

    shadows fall behind you.”

    16

  • Satellite

    1.6 million households

    Satellite + Virtual

    operator

    4.2 million households

    Over The Top

    9 million households

    Viaplay opens up a whole new

    universe

    17

  • As we make TV content

    available anytime & anywhere

    18 TV set-top boxes

    Smart TV-sets

    Tablets

    OTT STB

    Game consoles

    PC/Mac

    Smart phones

  • With a compelling content

    offering

    19

    http://www.google.dk/imgres?imgurl=http://api.ning.com/files/vVy-m*qosnoGJcazGTJQ9yDF8c5CDwkCaeOFur7M2otrcww5w50IUBDi6OjhuMyxi65rPqqLgUDPWaLGUxUsP31dUXo3k7J6/f1_grand_prix_logo.jpg&imgrefurl=http://knolstuff.com/profile/Rahul65&usg=__q8V-yrUe4nt19RD9vuP3ZM2rUM8=&h=543&w=786&sz=45&hl=da&start=7&um=1&itbs=1&tbnid=RMksOJxVGVbs8M:&tbnh=99&tbnw=143&prev=/images?q=formula+one+logo&um=1&hl=da&tbs=isch:1 http://www.google.dk/imgres?imgurl=http://www.collegeandpro.com/images/pga_tour_logo_ftum.bmp&imgrefurl=http://www.peninkpaper.com/us/pga-masters-2010-augusta&usg=__9MTqvnwIQYOZ-AP69Y1DwMk_4v8=&h=432&w=360&sz=153&hl=da&start=17&um=1&itbs=1&tbnid=NhMFKqdL4hB3YM:&tbnh=126&tbnw=105&prev=/images?q=pga+tour&um=1&hl=da&tbs=isch:1 http://www.google.dk/imgres?imgurl=http://jimenagolfeng.files.wordpress.com/2007/10/pga-european-tour.jpg&imgrefurl=http://jimenagolfeng.wordpress.com/2007/10/16/the-volvo-masters-story/&usg=__aiVaKmLwq6o20GxewUYZswZkjjw=&h=321&w=448&sz=23&hl=da&start=2&um=1&itbs=1&tbnid=1SYBllKxvbk6uM:&tbnh=91&tbnw=127&prev=/images?q=european+tour&um=1&hl=da&tbs=isch:1 http://www.google.dk/imgres?imgurl=http://www.nflguru.net/wp-content/uploads/2008/12/logo.gif&imgrefurl=http://www.nflguru.net/&usg=__kiOxu_CIhoXlCq40AVOyt8j5Jfw=&h=775&w=600&sz=22&hl=da&start=2&um=1&itbs=1&tbnid=_9i698A9XSTZNM:&tbnh=142&tbnw=110&prev=/images?q=nfl&um=1&hl=da&rlz=1W1SNYK_en-GB&tbs=isch:1 http://www.google.dk/imgres?imgurl=http://www.nhlsnipers.com/wp-content/uploads/2009/03/nhl.gif&imgrefurl=http://www.nhlsnipers.com/2009/03/17/&usg=__p-t2k_APlWqRLcFRV1gmDNfP7ZE=&h=545&w=480&sz=33&hl=da&start=1&um=1&itbs=1&tbnid=QobqVko14c4CKM:&tbnh=133&tbnw=117&prev=/images?q=nhl&um=1&hl=da&rlz=1W1SNYK_en

Recommended

View more >