ONLINE VIDEO & BROADBAND DISTRIBUTION

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1 ASIA PACIFIC ONLINE VIDEO & BROADBAND DISTRIBUTION August

2 REPORT: APAC ONLINE VIDEO & BROADBAND DISTRIBUTION Definitive guide to the digital video economy in Asia Pacific DESCRIPTION Internet TV is an established growth engine with the scalable distribution and monetization of online video leveraging the growth of the high speed broadband. Online video will generate US$21 bil. in revenues across A-P in 2018 with 63% derived from advertising and 37 % from subscription. This comprehensive report evaluates the trends, dynamics and economics shaping the fastmoving online video and telecoms industries across 14 Asia Pacific markets. KEY METRICS Broadband Fixed Broadband Subs, ARPU, revenue and penetration Mobile Subs, Mobile Broadband Subs, ARPU, revenue and penetration Key telcos and operating indicators Online Video Subscription SVOD Subs (Direct & Indirect), ARPU, Revenue Advertising Internet, Online Video Online video content expenditure by market Consumer packaging of SVOD platforms and telco integrations Historical data & projections with MPA proprietary analysis (2015 to 2023)

3 ONLINE VIDEO IN ASIA PACIFIC Increasing scale in TAM, scalable distribution & monetization Fixed BB household penetration Mobile BB per capita penetration Online Video Industry Revenue Fixed BB pen. of HHs 60% 50% 40% 30% 20% 10% Mobile BB pen. of Pop. 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% Online Video Revenue (US$ bil.) % % ADSL Cable FTTx Source: Media Partners Asia Subscription Advertising

4 DEEP DIVE INTO ONLINE VIDEO MARKETS Australia China Hong Kong India Indonesia Japan Korea Malaysia New Zealand Philippines Singapore Taiwan Thailand Vietnam COVERAGE & ANALYSIS

5 A ONE-OF-A-KIND REPORT BOTTOM UP Our models for online video and broadband distribution track and project subscribers and revenues from a bottom-up approach Analysis of major individual platforms that, in aggregate, account for % market share across any single segment in subscription and advertising-led online video delivery Analysis of key local players and relevant niche players SPECIAL ANALYSIS Content Focus: Outlook on online video content expenditure per market and key trends Telco & BB infrastructure: Current and future trends in the broadband space with analysis of top telcos in the market Payment infrastructure: How is the payment landscape enabling the shift to online video? Regulations on OTT: Context on how individual governments are currently approaching the online video industry

6 RESEARCH METHODOLOGY Media Partners Asia (MPA) analysis and forecasts are based on several factors, including: Surveys and interviews with the main online video, telecoms and pay-tv operators in 14 Asia-Pacific markets. Detailed MPA consumer research & insights. MPA proprietary analysis of OTT content libraries across key markets. Analysis of relevant company filings, financial results and presentations. Interviews with other key groups in the industry value chain. These include: (1) Broadcasters, content providers, production houses and studios (2) Advertising agencies and media buyers (3) Relevant technology suppliers. Proprietary databases managed by MPA, collating historical information including analysis of macroeconomic data as well as video and broadband distribution platforms. Our models for online video and broadband distribution track and project subscribers and revenues from a bottom up approach with analysis of major individual platforms that, in aggregate, account for 50-80% market share across any single segment.

7 TABLE OF CONTENTS Executive Summary Market Profiles» Methodology & Definitions» Highlights» Market Summaries» Asia Pacific Broadband Market Landscape Mobile Subs Mobile Broadband Subs Fixed Broadband Subs Mobile Broadband Penetration (As % of Population) Fixed Broadband Penetration (As % of Households) Mobile Broadband ARPU Fixed Broadband ARPU Mobile Broadband Revenue Fixed Broadband Revenue Total Broadband Data Revenue Direct SVOD Subs Indirect SVOD Subs Total SVOD Subs SVOD Penetration (As % of Population) Blended Direct SVOD ARPU Direct SVOD Revenue Indirect SVOD Revenue Total SVOD Revenue Internet Advertising Revenue Online Video Advertising Revenue Online Video Industry Revenue Online Video Content Costs Australia, China, Hong Kong, India, Indonesia, Japan, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, Vietnam» Operating Indicators» Market Highlights Broadband & Online VideoEconomics» Market Analysis Market Structure Broadband Infrastructure Payment Infrastructure SVOD Online VideoServices Online VideoAdvertising Content Trends Regulation» Key Telco & Broadband Companies: Operating Indicators» Broadband Market Model» Online Video Market Model» Prices & Packs Direct-To-Consumer Online Video Services Telco & Pay-TV Integration OTT Aggregators

8 KEY COMPANIES COVERED AUSTRALIA CHINA HONG KONG AFL Live Pass Amazon Prime Beln Connect Crunchyroll DocPlay Facebook Fetch TV Fox Sports Digital Foxtel Now Garage Hayu NBA League Pass Netball Live Netflix NRL Live Pass Optus Sport Quickflix Stan Telstra TV UFC Fight Pass YouTube YuppTV TPG Group Telstra Vodafone Optus Bilibili CNTV CIBN Funshion iqiyi LeEco PPTV Sohu Video Tencent Video Wasu Youku Beijing Gehua China Mobile China Telecom China Unicom Oriental Cable Shenzhen Topway Wasu Amazon Prime ATV BeIn Connect Facebook Fox+ HBO Go HMVOD MyTV Super NBA League Pass Netflix Now E Viu YouTube China Mobile Hong Kong Broadband Network Huchison Telecom Hutchison Global Communications i-cable PCCW SmarTone

9 KEY COMPANIES COVERED INDIA INDONESIA JAPAN Airtel Digital TV AltBalaji Amazon Prime Eros Now Facebook Hooq Hotstar Idea Movies & TV JioTV/Jio Cinema Netflix Sony Liv Sun NXT Videocon d2h Viu Vodafone Play Voot YouTube Zee5 Airtel Vodafone Idea Cellular Reliance Jio BSNL Hathway Siti Networks Den Network ACT Fibernet GTPL Hathway Amazon Prime BeIn Connect CatchPlay Facebook Genflix Hooq Iflix MaxStream MNC Now Mox NBA League Pass Netflix RugbyPass Super Soccer TV Tribe Viu YouTube Indosat Ooredoo LinkNet MNC Play Telkom Telkomsel XL Axiata AbemaTV Amazon Prime Dazn dtv Facebook Hulu Japan Netflix Niconico YouTube Nippon Telegraph and Telephone KDDI SoftBank

10 KEY COMPANIES COVERED KOREA MALAYSIA NEW ZEALAND AfreecaTV Amazon Prime Facebook Kakao Netflix Oksusu Olleh Pooq Tving U+ HDTV Watcha Play YouTube KT SK Telecom LG U+ CJ Hello Amazon Prime Dimsum Eros Now Facebook Iflix NBA League Pass Netflix Njoi Now RugbyPass Tonton Viu YouTube Telekom Malaysia Maxis Digi Celcom Amazon Prime Facebook Fan Pass Lightbox Neon Vodafone TV YouTube Spark Vodafone New Zealand

11 KEY COMPANIES COVERED PHILIPPINES SINGAPORE TAIWAN Amazon Prime BeIn Connect DisneyLife Facebook Fox+ Hooq Iflix iwant TV NBA League Pass Netflix Smart 360 Tribe Viu Roku-Powered Tvolution (PLDT) YouTube Globe Telecom PLDT SkyCable Amazon Prime CatchPlay Eleven Sports Facebook Fox+ HBO Go Hooq NBA League Pass Netflix RugbyPass Singtel Cast StarHub Go Toggle Viu YouTube Singtel StarHub M1 MyRepublic 4gTV Amazon Prime BandOTT CatchPlay ELTA OTT TV Facebook Friday Fox+ GT TV Hami Video iqiyi KKTV LiTV MyVideo Netflix Vidol YouTube Chunghwa Taiwan Mobile Far EasTone China Network Systems Kbro Taiwan Broadband Communications

12 KEY COMPANIES COVERED THAILAND VIETNAM Amazon Prime AIS Play Doonee Facebook Hollywood HDTV Hooq Iflix Monomaxxx NBA League Pass Netflix PrimeTime RugbyPass Viu YouTube AIS DTAC Jasmine TOT True Amazon Prime Clip TV Danet Facebook Fim+ FPT Play Iflix Netflix YouTube FPT Telecom Gtel/Gmobile MobiFone Vietnamobile Viettel VNPT/Vinaphone

13 A FOCUSED PRESENTATION FROM MPA MPA PRESENTATION TO YOUR TEAM Industry Landscape: How is the industry changing and what is driving this change? Market structure: Who are the key players in the broadband, digital and content ecosystems? Analysis of key players: Which platforms are doing well locally and regionally? how the economics stack up and how will they evolve? Analysis of key markets and ecosystems: From China through to Vietnam, we evaluate the business models, the TAM and ecosystems that define scale or lack of it We can arrange a dedicated and customized presentation prepared and delivered by MPA Executive Director/Vice-President/Senior Analyst

14 ABOUT MEDIA PARTNERS ASIA (MPA) As a leading independent consulting and research provider focused on Asia Pacific media & telecoms, MPA offers a range of customized services to help drive business development, strategy & planning, M&A, new products & services and research. Based in Hong Kong, Singapore and India, MPA teams offer in-depth research reports across key industry sectors, customized consulting services, industry events to spread knowledge and unlock partnerships, and publications that provide insights into media & telecoms. Contact Lavina Bhojwani lavina@media-partners-asia.com Usman Tasawar usman@media-partners-asia.com

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