Annual General Meeting CEO Presentation Fredrik Tumegrd May 8, 2018 - - PowerPoint PPT Presentation

Annual General Meeting CEO Presentation

Fredrik Tumegård May 8, 2018

2017 – a market in transformation

AGM 2018 | Net Insight 2 |

• A market in rapid change

– New OTT players emerging – Traditional companies under pressure

and cautious to invest

• Not a major event year
• Net Insight making large investments

Building for the future

• Investing in products
• Investing in people
• Investing in customers

AGM 2018 | Net Insight 3 |

52%

Brand awareness

Net Insight’s products

NIMBRA

Media transport

SYE

True live OTT

SCHEDUALL

Resource scheduling

AGM 2018 | Net Insight 4 |

Net Insight's solutions throughout the value chain

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CAMERA STUDIO TV VIEWER

FROM LENSE TO SCREEN

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2017 in review

AGM 2018 | Net Insight 7 |

• Host Broadcast of:

World Universiade 2017 games in Asia

• Remote production gathers momentum
• Career company 2018
• Successful live streaming using Sye

for STCC motor racing event

• Co-operation with Ericsson UDN

Significant events

AGM 2018 | Net Insight 8 |

• Sye available on Microsoft Azure
• Net Insight joins Microsoft Partner

Network which provides additional benefits to extend the reach of its solution to Microsoft customers

• Ericsson integrates Sye in its

global UDN service

• Frame agreement enabling Tata

Communications to integrate the Sye solution in their Media Ecosystem services

• Commercial customer using Sye via

major cloud operators’ platforms to stream auctions in real time

• First commercial customer via Sye-as-

a-Service (SaaS) on Microsoft Azure to stream live interactive quiz show

• Collaboration to implement Sye and

True Live OTT into CDNetworks, one

• f the world’s leading content delivery

networks

Gradually building the position of Sye in the market

9 |

Awards and Speaking Success 2017

Financial highlights full year 2017

• Revenues of MSEK 427 (504),

a -15% decreaseYoY

• Stable profitability in core business
• Operating earnings of MSEK-9 (52)

Net Sales 2013-2017 Operating Earnings 2013-2017

AGM 2018 | Net Insight 10 |

Going forward

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AGM 2018 | Net Insight 12 |

114%

OTT Growth

(global, hrs watched 2018 vs 2017)

Market development - OTT

Direct-to-consumer OTT services Continued high OTT growth

Source: Conviva

AGM 2018 | Net Insight 13 |

Thursday night (FOX, 2018-22)

~400 MSEK per game ~107 MSEK per game

(SKY, 2019-22)

Market trend - Live

Massive right costs drive need to delivery high quality Live sports productions increasingly complex Live sports an essential element

• f TV viewing

9/10

Top telecasts in 2017 were live sports events

High-capacity and reliable media networks Competitive OTT services Efficient management of complex content productions

Key customer needs in the new media landscape

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Cost-efficient solutions

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Net Insight is well positioned for the future

Products

Competitive and relevant products and solutions

People

Strengthened team

Customers

Established and strong global customer base

Thank you!