ROI stands for … Rethink OTT Intelligence Peter White, Principal Analyst and Founder, Rethink Technology Research peter@rethinkresearch.biz
IGMP Join ABR OTT Set Tops Phablets peter@rethinkresearch.biz
peter@rethinkresearch.biz
Playout Distribute Deliver Manage Capture Edit Prepare The Video Content Eco-System peter@rethinkresearch.biz
Components of our Service… A spreadsheet of top suppliers refreshed • every quarter with updates analyzed A spreadsheet of ALL deals announced or • discovered by the 200 vendors we track A quarterly write up of both spreadsheets • A Webinar to explain findings • Any vendor can ask for JUST the deals it has • done for FREE, to check for accuracy peter@rethinkresearch.biz
Due Next Two Quarters Another 100 operators added to the • database A 100 new field updates in existing • database; includes filling out Latam in more detail 100 Broadcasters added to the service • Our first attempts at Chinese operators • peter@rethinkresearch.biz
Looking hard at the past 2 years 55 services launched or had major updates in the last 2 years 27 if them are TV Everywhere – Free to existing subscribers 28 are paid services Of the paid services: 13 launched in W. Europe at an average subscription price of $11 5 launched in North America at an average price of $9 One in Australasia at $7 One in Central Europe $4.20 Five in South East Asia at an average of $6.20 Three in Latin America at $6.10 We do not yet have a count for China peter@rethinkresearch.biz
Average Pricing Average Service Price US $ by Region - Last 2 years $12 11.09 $10 8.83 $8 7 6.43 6.13 $6 4.2 $4 $2 $0 Europe North Australasia South East Latin Central America Asia America Europe peter@rethinkresearch.biz
Of the 55 services launched in past 24 months … We have identified 37 supplier contracts for encoders In 10 cases this is Harmonic In 10 cases it is Envivio In 8 cases it is Elemental In 4 cases it was Ericsson And in two cases it is RGB/Imagine In another two cases it is Media Excel And in one case it is Thomson There are no instances where it is Ateme although we are only counting the top 150 Global accounts, and only services launches in last 24 months peter@rethinkresearch.biz
Global OTT Encoder Potential Reach Elemental 64.5 million Envivio 50.3 million Harmonic 35.3 million Media Excel 10 million Ericsson 9.5 million Imagine/RGB 5.1 million Thomson 4.7 million peter@rethinkresearch.biz
Content Security In content security and we can identify 44 of the 55 systems installed in the past 2 years Nagra/Conax has 9 of these Cisco has 6 of these Verimatrix 5 Inside Secure 3 Quickplay Media 3 Viaccess Orca 3 Ericsson 3 In-house 5 Others 7 peter@rethinkresearch.biz
Global OTT content Security Potential Reach If we multiply out to the potential audiences In-House 51.8m Cisco 34.2m (plus 14m mobile) Inside Secure 19.7m Nagra/Conax 16.6 m Verimatrix 11m (plus 40m mobile) Quickplay Media 7.3m Viaccess-Orca 6.9m Ericsson 1.7m Others 17.1 (plus 46m mobile) peter@rethinkresearch.biz
Deals Database As every deal in the marketplace is announced – whether it is for a top 150 operators or for the tiniest of our 200 vendors we track it in our deals database This allows us to come up with trends in transactions, whether or not those transactions are : • Vendors buying Vendors • Operators buying equipment and software • Partnerships and integration deals • Operators buying broadcasters • Broadcasters/operators buying control of vendors peter@rethinkresearch.biz
Operator-Operator Acquisitions Highlights Q3 2015 $20 million $1.3 billion • 10,000 1,095,000 (9% stake increase) 100,000 $716 million 210,000 • • Casablanca 6,767,000 $690 million $778 million 800,000 1,700,000 Nuova Società $17.7 billion Televisiva • Italiana 2,600,000 4,832,000 • 4,734,000 • MTV Italy Legend • = Pay TV customers / subscribers = Acquired peter@rethinkresearch.biz
Vendor-Vendor Acquisitions Highlights Q3 2015 $635 million $100 million $4.4 billion $100 million SUPPLIES DIVISION $73 million $600 million $125 million ANALYTICS $250 million BUSINESS peter@rethinkresearch.biz
Operator-Broadcaster Acquisitions Highlights Q3 2015 $89 million • 403,500 $49 billion • 5,943,000 • 20,352,000 138.7 million Shares* • 23,652,100 *Liberty Global increased shares in ITV to 398.5 million (9.9%). peter@rethinkresearch.biz
ACQUISITIONS Q3 2015 Service provider-vendor Operator-vendor Vendor- Operator-other other Vendor buying a vendor Operator-operator Operator- Broadcaster- broadcaster broadcaster Broadcaster- vendor peter@rethinkresearch.biz
A total of 15 Vendor to Vendor acquisitions in Q3 Vendor-Vendor Acquisitions Q3 2015 Cloud DVR Chips Security Analytics Managment Set tops Advertising Encoding peter@rethinkresearch.biz
USA media revenue as a percentage of the total peter@rethinkresearch.biz
USA media revenue as a percentage of the total peter@rethinkresearch.biz
Thank You for Listening Contact details John Constant – • john@rethinkresearch.biz For sales, and pricing data Thomas Flanagan – • tommy@rethinkresearch.biz to see what is in the database about your company and to point out any discrepancies Peter White – peter@rethinkresearch.biz • For consulting, strategy and suggestions to improve the service peter@rethinkresearch.biz
Technology Waves Affecting TV Device virtualization The rise of ARM 4K, UHD and High Dynamic Range HTTP ABR formats HTML 5.0 clients RDK and other generic software Android’s emergence DRM browser bindings Changes in silicon density Cloud UI rendering peter@rethinkresearch.biz
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