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ROI stands for Rethink OTT Intelligence Peter White, Principal - - PowerPoint PPT Presentation
ROI stands for Rethink OTT Intelligence Peter White, Principal - - PowerPoint PPT Presentation
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
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The Video Content Eco-System
Playout Prepare
Manage Deliver Capture Distribute
Edit
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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
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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
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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
Looking hard at the past 2 years
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11.09 8.83 7 6.43 6.13 4.2
$0 $2 $4 $6 $8 $10 $12
Europe North America Australasia South East Asia Latin America Central Europe
Average Service Price US $ by Region - Last 2 years
Average Pricing
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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
- nly services launches in last 24 months
Of the 55 services launched in past 24 months …
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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
Global OTT Encoder Potential Reach
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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
Content Security
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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) Global OTT content Security Potential Reach
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Deals Database
As every deal in the marketplace is announced – whether it is for a top 150 operators or for the tiniest of
- ur 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
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$20 million 1,095,000
- 10,000
Operator-Operator Acquisitions Highlights Q3 2015
$778 million 1,700,000 800,000 Nuova Società Televisiva Italiana
- 4,734,000
$1.3 billion 210,000 100,000
Legend
- = Pay TV customers / subscribers
= Acquired
$690 million $17.7 billion
- 2,600,000
4,832,000 $716 million
- 6,767,000
(9% stake increase)
- Casablanca
- MTV Italy
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Vendor-Vendor Acquisitions Highlights Q3 2015
$635 million $4.4 billion $100 million $73 million $600 million $125 million $100 million SUPPLIES DIVISION ANALYTICS BUSINESS $250 million
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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%).
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Vendor buying a vendor
Broadcaster- broadcaster Broadcaster- vendor Operator- broadcaster Operator-operator Operator-other Operator-vendor Service provider-vendor Vendor-
- ther
ACQUISITIONS Q3 2015
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Advertising
Encoding Set tops Security Cloud DVR Chips Analytics Managment
Vendor-Vendor Acquisitions Q3 2015
A total of 15 Vendor to Vendor acquisitions in Q3
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USA media revenue as a percentage of the total
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USA media revenue as a percentage of the total
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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
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