What's Next In An On Demand World

VALLEY

What‘s next in an on demand world? INSIGHTS

A PRESENTATION BY BERTRAM GUGEL

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Let‘s take a closer look at the

TURBULENT

market of online videos.

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ONCE UPON A TIME...

August 1998, 15.000 Views/Day

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A 13 year old YOUTUBE star...

> 25 Mio users/month

...is generating more clicks than the BILD.de video content.

THE NEW STAR PARADIGM.

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NewTeeVee Live ...

Google / YouTube

Cisco

Comcast

Adobe

Netflix

CBS

... meet the incrumbents.

May I introduce? XBox Live

The XBox is an entertainment device.

We see nothing but opportunity there.

A big bite into telco‘s BUSINESS

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WHAT‘S MORE

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IT

DISTRIBUTION

CONTENT

Rechte

Frontend

Ausspielen

TranscodingThumbnail

Batch-Upload

Metadaten-Export

CDN-Übergabe

Player

Playlist

TechnischeHilfestellung

Traffic Shaping

Seeding

Peak Management

User Tracking

SEO

Server

Plattform

Produktion

Archiv

Format-entwicklung

Optimierung

CMSAnbindung

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Indizierung

CONSULTING

INNOVATIONS

XBox turns audiences into a community.

WHY DOES IT MATTER?

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Actually there are 118 Million reasons!

The fight for the living room!

3rd Gen Consoles110m Units sold

Internet LinksRoku, TV, Vudu, ...

DVRsTiVo, CE-Manufaturer

Blu-Ray PlayerSony, LG, Panasonic

TVSony, LG, Panasonic

PC PlayerApple, Microsoft, Asus

PortablesiPod, Zune HD, A

StartupsBoxee, Plex, XMBC, ...

Hardware Corps.WD, LaCie, ...

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Internet enabled TV-Sets!

In 2010 most sold TVs will be internet enabled!

BOXES AREA DEADEND

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Meet the new paradigm

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TV as a Service: TV Everywhere

Pay once watch everywhere17

3 m

50 cm

10 cm

A NEW E N G A G E M E N T PARADIGM.

Video entertainment moves closer to the consumer.

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Netflix‘s four steps to world domination

Wi-fi is a < $10 component.

Wi-fi will be in any consumer electronic device shortly

Netflix is the killer app for broadband.

Netflix will be on any wi-fi device. Reach

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‣319m chipsets sold in 2008 +42% Y/Y‣862m installed base

JUST SOME BACKGROUND ON Wi Fi.

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Enable consumers to engage with rich Internet experiences seamlessly across any device, anywhere.

ADOBE is pushing its platform!

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Open Screen Project

Open Source Media Framework

Open Video Player

The who is who of the mobile, video and IT industry are on board.

...VIDEO IS

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BIG

...VIDEO IS BIG.

VIDEO

3 Minuten1 Video

1 Ad Impression

BUT: YOUTUBE IS BIGGER.• #2 site in global Minutes

• 40 % of all US Video Streams in Dec 2008

• 20h of video content are being uploaded every minute!

• 17 billion search queries/month (2nd largest search engine WW)

• 1 billion viewed videos/day

• 445 million unique viewers in Sep 2009 (WW)

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JUST three more words on YouTube.

personalized Channels

1080p+

= TV 2.0

1Billion Views/Day

Who‘s the TV Station here?

3,7minutes per view

3,7Billion min watched per Day

72 million German TV Viewer

200 minutes a day

24% market share

3,5Billion min watched per Day

* *

*

=

=

= 2.01bn Views6,8bn Views8,7bn Views 1,3bn Views

The top five labels control 65% of all of the views of the YouTube’s top 50.

http://www.tubemogul.com/blog/2009/09/on-youtube-its-the-music-labels-and-then-everyone-else/

Traffic is becoming a commodity!

„ With YouTube’s help, Google is now responsible for at least 6 percent of the internet’s traffic, and likely more — and may not be paying an ISP at

all to serve up all that content and attached ads. “

http://www.wired.com/epicenter/2009/10/youtube-bandwidth/

WHAT ABOUTCONTENT?

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Best practice: DEMAND MEDIA

421,255,914 Video views

261,179 Rating

300,854 Comments

138,951 Videos

442,014 Subscribers

55 million unique users

3 Billion social media interactions

1 Billion cummulative video streams

$17 million a year to writers, editors, and video producers

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P2P ...

... is dying.

Kino.de Charts KW 43

THE USER get‘s it anyway!

✓✓✓✓✓✓✓✓

Kino.to Movies KW 43

✘

✘

IN CASE I FORGOT ...

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LIVE

LIVE U2 10m live viewers Obama

8,6m simultaneous viewers on election

5,6m watched the inauguration

Michael Jackson 2m simultaneous viewers

Oprah 0,5m simultaneous viewers

THANK YOU.

ContactBertram Gugel

gugelproductions.de/blog/

M: +49 179 22 1 77 63

info@gugelproductions.de