Online Video Markan Karajica, October 10, 2012

Transcription

1 Online Video Markan Karajica, October 10, 2012 October 10, 2012 Page 1

2 Online Video what we achieved Market leadership in video advertising with 920m 1 views and 48% share of advertising in H MyVideo: THE success story in Online Video 2 with over 8m unique users in H Successful mobile strategy and launch of 3 social TV applications October 10, 2012 Page 2

3 1 InStream market leadership with 920m video views in H InStream video ad market [gross, EURm, Germany] InStream video advertising market share [gross, in percent, Germany] % 95 Other 23% H IP 29% H H SevenOne Media 48% SevenOne Media: 920m video views in H1 2012* October 10, 2012 Page 3 Source: Nielsen Media Research H *H incl. UGC and mandates; Source: own estimates and Webtrekk

4 1 Three pillar online video advertising strategy reaching 26m unique users Online TV Channel ProSiebenSat.1 Network External Mandates.de October 10, 2012 Page 4

5 2 MyVideo THE online video success story Unique users: Online video portals [in million, H per month, source: AGOF] Over 165k premium videos % growth in video views vs. PY*! million visits per month** Spiegel.de Videos Bild.de Videos tape.tv Daily motion 9.2 million registered users October 10, 2012 Page 5 *Marketable premium video views. **Visits: Ø Jan-Jul/2012. Source: IVW

6 2 Massively extend new innovative sales concepts on MyVideo Coca-Cola Move to the Beat 99FIRE FILMs Award 2013 Dedicated contest area on MyVideo: upload your video and be part of the Olympic Games song 2012 Mobile and online distribution with >1m PIs and 800k views in 2012 Sponsoring of movie talent award with >1,500 videos and glamorous Berlinale event MyVideo.de online integration, sixx short film night program sponsor, editorial integration in red! October 10, 2012 Page 6

7 2 MyVideo Best of TV and Online within five pillars New content pillars I II III IV V TV series/shows Music Movies Channels LIVE P7S1 series and shows all on one platform Online-first airings of premium TV content Largest fully VoD licensed legal music platform Over 40,000 legal music videos and specials Leading platform with over 1,400 free movies Exclusive previews of current box office movies Premium channels for most famous artists and brands New genre channels: games, comedy, sports, New web superstar live formats Web-only live TV events: games, sports and music October 10, 2012 Page 7

8 TV shows US series 2 Premium P7S1 TV series and shows all on one platform October 10, 2012 Page 8

9 2 Successful online-first events generating >15m video views Video views and audience shares, Spartacus Blood and Sand [March 20-June 1, 2012; viewers and TV ratings in percent] TV ratings Online start Broadcasting start Over 15m video views TV ratings up to 18.0% (Ø 13.9%) October 10, 2012 Page 9 Video views: own sources Source audience shares: AGF/GfK Fernsehforschung / TV Scope / ProSiebenSat.1 TV Deutschland Audience Research

10 2 Best practice: We love Lloret multiscreen extension on MyVideo & ProSieben Facebook: Developing stories and engaging users through interaction with hosts (daily postings by hosts, user involvement) HbbTV Clips and full episode archive Media Bounce : communication and distribution partnership ProSieben Connect check-in, live stream, social talk, votings, interaction, badges ProSieben TV: TV Brand taff and red! as strong partners to increase off-air reach through editorial specials MyVideo & ProSieben.de: Online and mobile distribution of web-only content (weekly exclusive webisodes, daily highlight clips) 2.3m video views within 8 weeks October 10, 2012 Page 10

11 2 Germany s largest fully licensed music platform with 40,000 videos Germany s largest fully licensed legal music platform with 40,000 music videos Partner of all major music record labels with exclusive album pre-listenings Own produced interviews and specials, plus outstanding concerts October 10, 2012 Page 11

12 2 Germany s largest Ad VoD movie portal with 2m monthly views Leading platform with >1,400 free movies and 2.2m video views per month Exclusive previews of current box office movies Co-organizer of movie events and awards (e.g., 99FireFilms award) October 10, 2012 Page 12

13 2 MyVideo live with linear TV experience 8:00am MO TU WED THU FR SA SU Genius Block: Recommendations/Personalized Medical Drama Series programing 4:00pm 6:00pm 8:00pm Music, Talk & Charts Web Stars: Games, tutorials, gadgets & tricks, cinema Unplugged Sessions Live programing from 6pm to 8pm Monday to Friday 60 hours fresh programing per month 12:00am Late Night Talk, Concerts, DJ-Sets Live Clubbing October 10, 2012 Page 13

14 2 Variety of premium channels with most famous artists / brands Premium channels for artists and brands web-only Genre channels: games, comedy, sports, music, entertainment Over 800 special interest channels Oliver Pocher Concept Premium channel with focus on video content Daily fresh comedy content Weekly web-format planned Star Channel Concept Web-portal bullybase.de Sub channel on MyVideo Strong cross-promotion October 10, 2012 Page 14

15 2 Successful introduction of live formats with web superstars Gaming web superstars Gronkh and Sarazar Up to 200k views per live show Weekly live show Fridays 6pm on MyVideo 3.7m total video views 25,000 High social engagement and integration Facebook likes October 10, 2012 Page 15

16 2 Streaming of live events with average viewing time of >20min Web-formats and stars Sports Music and specials Let s Play Together The outsiders (Außenseiter) Albertoson MyVideo Rush Hour UEFA Europe League FC Bayern Basketball PKRA World Tour Kite Surfing Boxing with Felix Sturm Exclusive live music concerts TV online extensions: TVoG Special event: IFA live streaming October 10, 2012 Page 16

17 2 Implementation of web-only studio in Unterfoehring Studio 1, Medienallee 7a Web production (Vidigo) Video-Mix of 1, 2 & 3 2 Website grabbing 3 Skype webcam Interactive quizzes Sweepstakes and votings Comments and questions via Facebook, Twitter or IRC Chat 3 October 10, 2012 Page 17

18 2 Positive implications of web-only strategy on Free TV Talent scouting Reduced production cost Viral buzz / loyalty effect Format testing & improvement of top rate Find new faces for Free TV Test new production set-ups Utilize produced content also within Free TV Use strong Facebook fanbase for our Free TV channels Launch successful web-only formats on Free TV October 10, 2012 Page 18

19 3 Successful mobile strategy and launch of Social TV apps Including live streaming of Brainpool formats Mobile app portfolio* The Voice of Germany Connect Germany s Next Topmodel Connect ProSieben Connect 15m downloads 18.7m views p.m. 562k total visits 4.5m interactions p. show 200k live stream video views during final show Now with 24/7 coverage and extra features October 10, 2012 Page 19 *P7S1 Digital mobile apps only, excluding games

20 3 New and innovative Connect advertising concepts Exclusive sponsoring Connect integration Logo, flash-intro, opener and closer, sponsoring Hey Ho App Customized branded quizzes, sponsoring of editorial features, fan reporter, teaser and specials October 10, 2012 Page 20

21 3 MyVideo successful on all devices with 2.6m app downloads iphone 1.5m app downloads 38min average visit duration Online 8.33m unique users 10min average visit duration* ipad 1.1m app downloads 46min average visit duration October 10, 2012 Page 21 *MyVideo.de and MyVideo.tv (flash version)

22 3 ProSiebenSat.1 well positioned as social media brand Stimulate existing TV and advertising streams e.g., improve TV ratings & customer loyalty Create new revenue streams from consumers e.g., charge for Video on Demand Attract untapped revenue streams for advertisers e.g., TV format subpages for Commerce 93 Facebook fan pages 8.1m Facebook fans 20 Twitter accounts 460k Twitter followers 6 Google+ profiles 145 P7S1 brands in social web October 10, 2012 Page 22

23 3 Successful social media best cases "The Voice of Germany" Facebook Fanpage Galileo Facebook App The Voice of Germany THE example for Social TV reaching 465k Facebook fans Video content directly played on Facebook including full video advertising by P7S1 October 10, 2012 Page 23

24 Outlook: Continued growth in video ad spend by new content categories Online video views by categories in billion views, year-olds, Germany* CAGR Online video net ad market - instream in EURm, Germany** CAGR Web-only/semiprofessional +17% % US license Music Professional TV content (GER) +69% +55% +57% e 2015e UGC +1% e 2015e October 10, 2012 Page 24 *Source: Comscore, P7S1, Solon. **Source: SevenOne Media, own estimate, instream only

25 The market is big enough for MyVideo and YouTube Lighthouse live experience Best of content in TV quality TV promotion power / content Best online selection Everything I love in Online LIVE BEST QUALITY BRANDING GENIUS INTERACTION Live Channel Exclusive events Big brands Music (legal!) Series TV faces Web stars Content development skills Content ownership Strong relations to US studios Personalization Individualization On demand Convenience Social Own creations Plus new MyVideo interface and technology invested to further improve convenience! October 10, 2012 Page 25

26 We will continue to improve the proposition for our viewers More content More devices More convenience Premium content Online-first content Webstars & artists channels TV series/shows Music Sports Live channels Social TV content Smartphones Tablets Smart-TV / HbbTV Game consoles Social media applications Multiscreen extensions Usability Recommendation Personalization Responsive design Enhanced search Page loading speed October 10, 2012 Page 26

27 Strong revenue potential driven by new initiatives Strong revenue growth potential Key initiatives CAGR +17% Install MyVideo as Online TV channel Extend content partnering to drive Online Video reach Drive branded entertainment and multiplatform activities e Increase and develop new mobile and social initiatives Source: P7S1 estimate October 10, 2012 Page 27

28 Disclaimer This presentation contains "forward looking statements" regarding ProSiebenSat.1 Media AG ("ProSiebenSat.1") or ProSiebenSat.1 Group, including opinions, estimates and projections regarding ProSiebenSat.1's or ProSiebenSat.1 Group's financial position, business strategy, plans and objectives of management and future operations. Such forward looking statements involve known and unknown risks, uncertainties and other important factors that could cause the actual results, performance or achievements of ProSiebenSat.1 or ProSiebenSat.1 Group to be materially different from future results, performance or achievements expressed or implied by such forward looking statements. These forward looking statements speak only as of the date of this presentation and are based on numerous assumptions which may or may not prove to be correct. No representation or warranty, expressed or implied, is made by ProSiebenSat.1 with respect to the fairness, completeness, correctness, reasonableness or accuracy of any information and opinions contained herein. The information in this presentation is subject to change without notice, it may be incomplete or condensed, and it may not contain all material information concerning ProSiebenSat.1 or ProSiebenSat.1 Group. ProSiebenSat.1 undertakes no obligation to publicly update or revise any forward looking statements or other information stated herein, whether as a result of new information, future events or otherwise. October 10, 2012 Page 28