www.tdgresearch.com

Colin DixonSenior Partner, Advisory

Insights In Front of the Curve™

The Future of Video

In Front of the Curve.™ 2

The First 115 Years of Video

In Front of the Curve.™ 3

The First 115 Years of Video

In Front of the Curve.™

Same Bat Time, Same Bat Channel

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In Front of the Curve.™

The Video Universe…

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ContentProviders

ViewersViewers

Viewers

In Front of the Curve.™

…Is Changing

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ContentViewers

ProvidersProviders

Providers

In Front of the Curve.™ 7

• Today, there are 15 million Netflix subscribers– 63% use “stream instantly”– 32% watch on their TVs

• By 2014, there will be 30 million homes regularly watching Internet Video on their TVs

• By 2020, we will watch as much video from the Internet as we do from broadcasts– We will not know where this video is coming from

• Nor will we care!

How Fast is it Changing?

In Front of the Curve.™ 8

• Today, video experience is still disconnected– Experience is just video and audio– In the most part we watch on TV

• Tomorrow, rarely will video exist alone– Video + Data + Application = Experience

• To everything with a screen• In every place we go• Never disconnected

What is the Future of Video?

In Front of the Curve.™ 9

What does this mean for Professional Video?

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• Context– When? Where? How?

• Counting– Always know…

• How many?• How often?• How much?

• Connection– Relationship with viewer

What Does this Mean for Advertising?

And RememberVideo + Data + Application = Experience