INTRODUCTION Nicolas de Tavernost, Chairman of the Executive Board - - PowerPoint PPT Presentation

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INTRODUCTION Nicolas de Tavernost, Chairman of the Executive Board - - PowerPoint PPT Presentation

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INTRODUCTION Nicolas de Tavernost, Chairman of the Executive Board TRUE FIGURES Thomas Valentin, Vice-Chairman of the Executive Board DESPITE DOUBLE- DIGIT GROWTH IN SVOD PENETRATION IN FRANCE Number of French people aged 15+ who have used

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INTRODUCTION

Nicolas de Tavernost, Chairman of the Executive Board

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TRUE FIGURES

Thomas Valentin, Vice-Chairman of the Executive Board

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DESPITE DOUBLE-DIGIT GROWTH IN SVOD PENETRATION IN FRANCE…

Number of French people aged 15+ who have used SVoD during the year

Sources: Médiamétrie / Médiamat – Panel analysis – Médiamat / Global Vidéo – CREDOC survey 2019

Estimate based on 3 different sources

18% 24% 33%

2017 2018 2019

17 to 18M° 12 to 13M° 9 to 10M°

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… TV REACH STILL REMAINS SIGNIFICANTLY HIGHER THAN THAT OF SVOD: 12 TIMES HIGHER

36,5M° 7,0M° 8,7M° 20,7M° 3,0M° 1,7M° 0,7M° 0,6M°

TV SVoD

15+

Sources: Médiamétrie / Médiamat – Daily coverage of TV on TV screen – NPA Conseil / Harris Interactive – Number of daily SVoD users Weeks 1 to 47 - 2019

Daily coverage of TV on TV screen vs SVoD across all screens 15 - 34 35 - 49 50+

12x 4x 12x 37x

television

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A portion of the TV audience is not currently taken into account by Médiamétrie.

  • 3-screen home audience
  • out-of-home audience

+6% 15+ +10% wrp>50

From 2020, media measurement will be enhanced by: (ALL THE MORE SO SINCE TV IS NOT CURRENTLY MEASURED IN ITS ENTIRETY BUT WILL SOON BE IN 2020)

Audimètre Individuel Porté (individual ported audience measurement)

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BY REACHING 3M° FRENCH PEOPLE EACH DAY , SVOD’S COVERAGE IS LESS THAN CANAL+ AND VIRTUALLY ALL FREE-TO-AIR CHANNELS

Sources : Médiamétrie / Médiamat – Daily coverage of TV channels on TV screen– NPA Conseil / Harris Interactive – Number of daily SVoD users Weeks 1 to 47 - 2019

Daily reach of TV among over 15s on TV screen vs SVoD across all screens

21,9 19,6 16,1 15,7 10,2 8,9 8,4 7,8 7,7 7,2 5,6 5,5 5,4 4,8 4,8 4,8 4,8 4,8 4,6 4,1 3,9 3,8 3,7 3,5

3,0

20.3M° daily reach among over 15s, 7 times more than SVoD

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CATCH-UP VIA TV SCREEN MORE POPULAR WITH FRENCH PEOPLE THAN SVOD

3,7M°

3,0M°

ipTV SVoD

Sources : Médiamétrie / Médiamat – Daily reach of catch up via TV screen– NPA Conseil / Harris Interactive – Number of daily SVoD users Weeks 1 to 47 - 2019

Daily reach of TV among over 15s for catch-up ipTV vs SVoD across all screens

…

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AT PRIME TIME, TELEVISION CAN REACH MORE THAN ONE THIRD OF THE FRENCH POPULATION AT THE SAME TIME ─ SVOD, 10 TIMES LESS

Sources : Médiamétrie / Médiamat – Average prime time audience (9pm/10.30pm) – Global Vidéo / Médiamétrie – Wave 23 Weeks 1 to 47 – 2019 for TV data

Average 15+ TV audience between 9pm and 10.30pm on TV screen vs SVoD across all screens

television

22.2M° 2M°

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SVOD USAGE IS MOSTLY BENEFITING FROM NEW AND ORIGINAL SERIES

Weighting of the top 3 contributors to SVoD in terms of viewing time

US+24

2,1%

Original (since s3)

2,5%

Original (since s4)

3,3%

Sources : NPA Conseil / Harris Interactive Weeks 1 to 47 – 2019
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1/ Despite strong SVOD growth in France, the balance of power is clear:

  • TV reaches 12 times as many French people every day than SVoD
  • Even among young people, TV remains much more popular than SVoD

Even if SVoD continues to expand, it will peak at a lower level than TV, which remains and high quality mass media

2/ The customer portfolio cannot be extended (telecom, music,

SVOD, etc. subscriptions).

3/ However, advertising models have great potential in SVoD, just like they do in live

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David Larramendy, Membre du Directoire

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Our trust in the TV medium is based

  • n 2 pillars:

ATTRACTIVENESS CAPACITY TO INCREASE PRICES

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The TV market remains a priority for advertisers

NET 2018 MEDIA REVENUE (€ MILLIONS)

TV

3,430

INTERNET

2,313

Source: irep

PRINT

2,172

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The appeal of TV is going from strength to strength

up 91% up 91%

TV investment between 2016 and 2018

More than €220 m gross investment

700 additional TV

advertisers in 2018

639 655

721

2017 2016 2018

Number of new TV advertisers per year

Source: Kantar Media

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The TV medium still has significant growth potential in France ~4% infla

inflation per y tion per year ear

Average inflation since 2017 for the medium

But …

  • 30% vs
  • 50% vs

Source: irep / Kantar Media / internal estimate based on Group data

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TV is under-invested in France

TV REVENUE TV REVENUE / / POPUL POPULATION TION

  • 22%

22%

VS AVERAGE 4 EURO COUNTRIES

Source: EGTA / irep

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Regulatory restrictions are easing

SEGMENTED ADVERTISING

New customers High CPM TV/Digital convergence

OPENING UP TO CINEMA ADVERTISING

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Robust advertising performance

2018 multimedia advertising revenue

€1,067 M

Record net market share

for the free-to-air channel business in Q3 2019

27%

up 34% in 4 years

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M6 Group is well prepared for the future

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Q & A

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CONCLUSION