1. by Netgem Hybrid TV solution EE TV example 2. EE TV EETV Marketing Campaign 3. Netgem corporate presentation With more than 5M users, Netgem is a leader in the Connected TV Entertainment We provide solutions to telecom operators enabling them to add value and services to their broadband offerings since 1996. Netgem is listed on Compartment C of Euronext Paris (Small Caps) Eurolist and we are a member of NextEconomy, SBF 250, CAC Small 90, CAC ALL SHARES. ISIN / Euronext: FR0004154060 Reuters: ETGM.PA Bloomberg: NETG FP Netgem is also a financially sound company with no debt and a turnover steadily averaging 70-80 million Euros over the last years Netgem at a glance 4. Netgem corporate presentation Netgem Products and Solutions Netgem TV Netbox Services Hardware products For the connected home NetgemTV: Cloud based Multi Screen Video Platform and User experience Service operation: Managed TV services and Content management (aggregation - right negotiation) 5. Netgem corporate presentation Netgem References Worldwide References mobile operator Pure Telco OTT Player 6. Market All content moves to OTT delivery Live channels Enabling multi-screen and mobile scenarios Consumers usage structured around Linear (live TV) Non linear TV (Catch-up, Start-over, Hollywood VOD) World of OTT content (Netflix, YouTube, HTML 5 apps) Fierce competition among operators, pressure on CAPEX PVR and Hybrid only for an interim period in specific countries Key Market Trends and Challenges 7. Building a TV solution From technicalconsiderations Video Head- End? Service Platform? DRM/CAS? VoD Provider?Devices? New Team? Mr/ Mrs Tier1 8. Building a TV solution Time RFP - IOT - Roadmap Operations. Money Time - System Integration. From technicalconsiderations 9. Building EE TV solution From a marketing commitment: 3 Pillars Mobile experience prominence to leverage brand legitimacy and facilitate X-sell in mobile channels A better experience than the expensive PAY TV players... Without the price tag (FREE when you take home broadband) Simplicity & UI Differentiate with simplicity to appeal to the Freeview upgraders audience Mobile Centricity Great Value 10. Building a TV solution From a marketing commitment Roadmap & Operation: Leverage existing Free-to-Air Broadcast No IPTV Infra No CAS Live Local Catch-Up and HTML5 cloud based applications No System Integration No Rights Negotiation On-Demand Pre-integrated solution working on STB and tablet No integration Devices Product Roadmap and Cloud based management solution provided by NETGEM No dedicated team 11. Building a TV solution From a marketing commitment 12. EE TV TV solution for a Tier 1 operator STB N8500 Processor BCM 7241 - 3KDMIPS TV signal 4DVB-T2 Tuners Hard Drive 1TB Hard Drive Apps HTML5 support DRM Playready DRM HDMI HDMI 1.4 Network Eth 10/100/1000 Base T 11n 2x2 USB USB 2.0 Country UK Type Mobile operator Broadband xDSL (wholesale BT) Mobile subs 26 Millions BB subs 0.8 Millions Strengths High subs number - Brand reputation Weaknesses GreenField - Low BB penetration Opportunities Leverage Broadcast + OTT content Threats BT competition 13. EE TV EETV Web and Press Review 14. - Start from a Marketing view - Use what is already there (Broadcast, IP Channels, Apps )! - Think Hybrid - Not all operations need to be internalized EE TV Lessons learnt 15. Romain Waller romain.waller@netgem.com