Content Competence Center

Transcription

1 Content Competence Center ANTONIO CAMPO DALL ORTO TI Media CEO

2 Safe Harbour This presentation contains statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of These statements appear in a number of places in this presentation and include statements regarding the intent, belief or current expectations of the Company with respect to the customer base, estimates regarding future growth in the different business lines and the global business, market share, financial results and other aspects of the Company's activities and strategies. Such forward looking statements are not guarantees of future performance and involve risks and uncertainties, and actual results may differ materially from those in the forward looking statements as a result of various factors. Analysts and investors are cautioned not to place undue reliance on those forward looking statements, which speak only as of the date of this presentation. Telecom Italia Spa undertakes no obligation to release publicly the results of any revisions to these forward looking statements which may be made to reflect events and circumstances after the date of this presentation, including, without limitation, changes in Telecom Italia Spa business or acquisition strategy or to reflect the occurrence of unanticipated events. Analysts and investors are encouraged to consult the Company's Annual Report on Form 20-F as well as periodic filings made on Form 6-K, which are on file with the United States Securities and Exchange Commission, which set out certain factors that could cause actual results to be materially different from the forward-looking statements contained herein. 1

3 Telecom Italia Group successfully covers all media platforms Platform Analogue FTA DTT FTA TI Group presence Key facts La7: reached 3.0 % audience share MTV: leader among youths 2 active National networks Bandwidth trading to third parties DTT PPV 2 nd player on the Italian market Satellite IPTV Internet Leader among music channels Booming contacts/week Successful launch leveraging on BB Italian market leadership 2 nd Italian website for pay downloads Mobile Successful launch leveraging on mobile market leadership 2

4 The Italian Media market evolution and TI positioning Technological trends IP technology diffusion Increasing broadband penetration (fixed and mobile) Increasing transmission quality (IPTV, DTT/DVB-H, HD) Content digitalization Telecom Italia covers both mature and high growth potential media segments CAGR IPTV DVB-H Market trends Increasing content distribution through Telco platforms: Growing demand from consumers Use of content by Telco operators to: Increase ARPU Retain customers Increase customer base (triple / quadruple play) Booming interactivity (eg. User generated content, ) Outdoor PPV DTT TV Internet ADV Radio Satellite Pay TV Cinema and Home video Terrestrial TV ADV Publishing Market size

5 Opportunities in the media market for Telecom Italia Production Packaging Distribution Access Advertising Core business Opportunities in the media market for Telco players Upward integration in content distribution and packaging starting from traditional TLC business Telco Players evolution Usually Telco Players do not have strong internal know-how for the upward integration in content production and packaging. Telecom Italia is different thanks to TI Media expertise in content production and packaging 4

6 TI Media expertise in content production and packaging News & Sport Entertainment & Fiction/Cinema Contents produced in-house H-24 channels Plug&play contents (rights buying) TI Media has a strong know-how in devising, buying, producing and packaging contents and valuable brands in the media market 5

7 TI Media and Telecom Italia evolution in the media value chain Platform Production Packaging Distribution Access Advertising Analogue FTA DTT FTA DTT PPV Satellite IPTV Internet Mobile By increasing TI Media involvement on IPTV, Internet and DVB-H, Telecom Italia Group has the opportunity to integrate and to coordinate the content offers for all platforms 6

8 TI Media from now on: Group Content Competence Center Objectives Strong know-how in devising, buying, producing and packaging contents Exploit TI Media unique content competences Distribute rights on the different platforms to maximize synergies (FTA, DTT, SAT, IPTV, DVB-H) Be effective and efficient in rights trading and buying (sports, cinema, fiction, ) Specific know-how on contents for Telco platforms Telecom Italia Group Content Competence Center TI Media activities for Telecom Italia Unique advisor in: Devising, producing and packaging TI IPTV and DVB-H content offer Rights trading and buying on behalf of Telecom Italia Development of channels / contents for TI IPTV and DVB-H content offer 7

9 Content development: Analogue Free-To-Air Carry on the successful track record Consolidate La7 as an alternative / high quality channel (independent, smart, reliable, committed): La7 combines a wide news offer with a smart entertainment, infotainment and selected sport La7 satisfies demanding viewers, looking for a different TV Confirm as leader in thematic music TV channels, continuing to be a full reference for youths: MTV offers music, entertainment and innovative/original proposals, following the evolutions of the youths world MTV is a unique channel in the Italian TV market being a full reference for the Italian youths 8

10 Content development: DTT DTT PPV Focus on football offer and optimization of PPV platform s usage, enriching content offer La7 teams (DVB-T and DVB-H rights) Chievo Ascoli Empoli Udinese Parma Fiorentina Catania Palermo Cagliari Sampdoria Rights already bought until Teams subject to change due to promotions and relegations Events value exploitation (BtoB agreements) Mediaset agreement (3 football seasons) Away matches of Roma, Torino, Inter, Milan, Lazio against TI Media teams Away matches of Fiorentina, Palermo, Cagliari, Sampdoria and Catania against Mediaset teams TIM agreement (4 football seasons) DVB-H DTT Free-to-Air Positioning review Simulcasting Ad-hoc channels Review of La7 Sport and QOOB positioning in a more effective and efficient way 9

11 Content development: Satellite Broadcast in simulcasting Widen the channels production and packaging Own ad-hoc channels Increase the presence on SKY satellite platform with TI Media own channels, both broadcasted in simulcasting (eg. QOOB) and developed ad-hoc Ad-hoc channels for other publishers Current channels: content enrichment and channel positioning fine-tuning Increase the number of channels produced for other publishers 10

12 Content development: IPTV 2006 Starting from 2007 Enrich the content offer to promote the platform penetration Base offer Integrated IPTV-DTT Set Top-Box Premium content Highlights Serie A TIM America s Cup Class News e Class CNBC + Juventus Italian Basket Serie A High number of channels covering all target viewers: the best DTT channels (~30 channels) new thematic channels (eg. 4 sport channels) the best satellite channels (over 100) Comparable offer vs. other pay-tv players Sky Cinema Sky Sport Sky Calcio Sky a la carte Other Sky channels (Inter channel, Hunting & fishing ) On demand Film: 2,500 titles Football: Serie A TIM live News: La7, BBC Concert: Maintain Top of the class library Increase the number of titles and thematic areas Develop ad hoc channels to promote the VOD offer and more and more and more Platform services High definition, User Generated Content and Social Networking, Interactivity and targeted advertising, Multi-device content portability, 11

13 Content development: DVB-H Base channels 2006 Starting from 2007 News More thematic channels Enrich the content offer to ride the platform penetration Sport Customized / ad hoc channels Customized / ad hoc formats targeted on mobile viewers and interactivity Music & Entertainment 12

14 Closing remarks Telecom Italia covers successfully all media platforms Telecom Italia has an advantage compared to peers thanks to TI Media know-how and expertise in content production and packaging To fully exploit this advantage, from now on TI Media is the Telecom Italia Content Competence Centre for all platforms In this context, Telecom Italia has defined a clear content development for each platform: Appealing/premium offer to fully exploit the potential of high growth segments (IPTV, DVB-H) Confirm and consolidate the distinctive offers in Analogue Free-to-Air and Satellite Focus on football offer and optimization of DTT PPV platform s usage, enriching content offer 13