PLATTFORM - die medienanstalten...Video TV Programs Movies UGC Live VoD Catch Up Live VoD Catch Up...

LIN

EARE

S PR

OG

RAM

M

PLATTFORMEN

vs.

EINE PRÄSENTATION VON BERTRAM GUGEL

2

Der Markt ist in Bewegung

4Comscore Videometrix / Minutes Watched per Month

Online Sehdauer wächst rasant ...

0

240

480

720

960

1200

Jun 05 Jul 07 Jan 08 Jul 08 Jan 09 Jun 09Okt 09Feb 10 Jun 10Okt 10

506

944

1107

73

181274

582

882 908

US Germany

CAGR 65%

Videosehdauer pro Monat in Minuten

Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507

0,1 EB 3,2EB2010 2014

39xIncrease

Video69%

TB = Terabyte (1000 GB) PB = Petabyte (1000 TB) EB = Exabyte (1000 PB) 5

Nachfrage bedingt den Netzausbau

Mobiles Datenvolumen

6http://www.cisco.com/en/US/netsol/ns827/networking_solutions_sub_solution.html#%7Eforecast

Der CRS-3 streamt jeden Film, der jemals gedreht wurde, in 4 Minuten.

Neue Netze – neue Infrastruktur

7

Der Kampf um‘s Wohnzimmer ...

... hat gerade erst begonnen!

Spielekonsolen182m Units sold

Internet BoxenGoogleTV, Roku, TV, Vudu

DVRsTiVo, CE-Manufaturer

Blu-Ray PlayerSony, LG, Panasonic

TVSony, LG, Panasonic

PC AnbieterApple, Microsoft, Asus

Mobile GeräteiPod, Zune HD, A

StartupsBoxee, Plex, XMBC, ...

Hardware Herst.WD, LaCie, ...

9

TV

YouTube

iTunes

Hulu

CBS

Metacafe

WALLED GARDEN

Revision 3

BBC

Netflix

DemandMedia

UGCPRO

OPEN ACCESSMARKET OVERVIEW

IPTV

Amazon

CONTENTWeb-TVTV-StationsBox-Plays

Sony

XBox

Boxee

Next New Networks

10

TV

YouTube

iTunes

Hulu

CBS

Metacafe

WALLED GARDEN

Revision 3

BBC

Netflix

DemandMedia

UGCPRO

OPEN ACCESSMARKET OVERVIEW

IPTV

Amazon

CONTENTWeb-TVTV-StationsBox-Plays

Sony

XBox

Boxee

Next New Networks

P7S1 & RTL JV

GoogleTV

AppleTV

ALLES KLAR?

12

Was ist TV?

Ein Medium

Ein Gerät

Eine spezielle Form des Inhalts

Broadcast als Service

TV als Bildschirm

Neues Fernsehen

14

1Broadcast als Service

BROADCAST

INTERNET

15

BROADCAST

INTERNET

16

BROADCAST

INTERNET

17

BROADCAST

INTERNET

18

19

„We’re moving to a ,best screen available‘ model, where consumers are going to want to watch what they want, when they want, on whatever screen is around right NOW.“ 

http://www.businessinsider.com/jim-louderback-future-of-cable-tv-2010-4#ixzz0mmo7WfvC

TV auf neuen Plattformen

21

BBC iPlayerBeispiel

15 Plattformen

141m „requests for programs“ im November 2010 (+32% YoY)

6m mobile requests im November 2010 (4%)

288 min pro User/Monat

22

Eckpfeiler

http://www.avc.com/a_vc/2005/11/the_future_of_m.html

Programmierbar

Zugänglich

Syndizierbar

Schnittstellen und Zugriff von Außen

URLs für alle Inhalte

Weiterverwertung durch Dritte

BROADCAST

INTERNET

23

HbbTV verbindet

24

25

0

3

6

9

12

2003 2004 2005 2006 2007 2008 2009 2010

10,7 10,3

8

5,77

8,4 8,9

11,4

KategorietitelZuschauer in Mio.

MTV VMA Zuschauer

26

Twitter hilft den VMAs

27

Plattformen vs. lineares Programm in Berlin. http://bit.ly/a6x42S

Es sind nur 140 Zeichen, oder?

Falsch!

28

EPG-Daten sind die Geolocation-Daten des TV.

29

30

2TV als Bildschirm

31AGF/GfK: jeweils 1. Halbjahr. MA ARD/ZDF-Onlinestudien 2000–2010; eigene Angaben der Nutzer.

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

205 204 199 195 196 193 186 185 186 182 187

203 209 214 221 230 231 235 225 225 228244

Fernsehen Radio

Fernsehnutzung bleibt konstant

Minuten pro Tag

23 Min

27 Min

Telefonieren bleibt konstant

Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507

40min 60min

70% 45%

Nutzung

Telefonieren

3% 23%Video

Trotzdem – Verändertes Nutzerverhalten

TV Gerät wird sich wandeln

TV ♫ ♜☀

35

App stores kommen auf das TV ...

36

Skype on TV ...

37

Casual Games ...

38

Was steckt dahinter?

39

3Neues Fernsehen

= MTV 2.0

Jan 2010 Apr 2010 Jun 2010 Aug 2010 Okt 2010

32.357

37.527

43.58845.579

43.700 43.91145.357

43.650

47.569

50.320

Vevo Nutzer in Millionen pro Monat

Neue Musik TV Plattform ...

Comscore Videometrix / Unique Users per Month

Mit originären Inhalten!

Netflix als virtuelle Plattform ...

Verfügbar auf 100 Mio Geräten

Comcast

DirectTVNetflix Dish

Time Warner Cox

5.038

12.70614.318

16.00018.760

23.212

Subs

crib

ers i

n Th

ousa

nds

... und PayTV Anbieter!

Wer gestaltet das Programm?

46Comscore Videometrix / Video Viewer per Month / Germany

0

2200

4400

6600

8800

11000

Dec 07 Aug 08 Dec 08 Jul 09 Aug 09 Jul 10

161

2090 2068 23803067

5407

Megavideo.com ProSiebenSat1 Sites RTL Group Sites

Der Markt wartet nicht!

19 Min /Video

Vide

o Vi

ewer

in Ta

usen

d pr

o M

onat

AUSWIRKUNGEN

TV auf neue Plattformen

Neue Plattformen auf dem TV

Neue TV-Inhalte

51

Plattformen ...

lösen Inhalte von Geräten

und Kundenbeziehungen von Anschlüssen.

TV

EXPANSION

53

Revenue sources

Content/services

Devices

Distribution

Paid contentPaid contentPaid content AdvertisingAdvertisingAdvertising

Transaction Transaction Transaction TrafficTraffic

One time Sub. PPU CPM CPC CPO

Transaction Transaction Transaction TrafficTraffic

VideoVideoVideo TV ProgramsTV ProgramsTV Programs MoviesMoviesMovies UGCUGC

Live VoD Catch Up Live VoD Catch

UpSyndication

Destination

White-label Original Captured

PCPCPC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devicesOther mobile devices

Fixed broadband Fixed broadband Fixed broadband Wireless broadbandWireless broadbandWireless broadband CellularCellularCellular BroadcastingBroadcasting

Multiplikation der Geschäftsfelder

54

Revenue sources

Content/services

Devices

Distribution

Paid contentPaid contentPaid content AdvertisingAdvertisingAdvertising

Transaction Transaction Transaction TrafficTraffic

One time Sub. PPU CPM CPC CPO

Transaction Transaction Transaction TrafficTraffic

VideoVideoVideo TV ProgramsTV ProgramsTV Programs MoviesMoviesMovies UGCUGC

Live VoD Catch Up Live VoD Catch

UpSyndication

Destination

White-label Original Captured

PCPCPC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devicesOther mobile devices

Fixed broadband Fixed broadband Fixed broadband Wireless broadbandWireless broadbandWireless broadband CellularCellularCellular BroadcastingBroadcasting

55

Revenue sources

Content/services

Devices

Distribution

Paid contentPaid contentPaid content AdvertisingAdvertisingAdvertising

Transaction Transaction Transaction TrafficTraffic

One time Sub. PPU CPM CPC CPO

Transaction Transaction Transaction TrafficTraffic

VideoVideoVideo TV ProgramsTV ProgramsTV Programs MoviesMoviesMovies UGCUGC

Live VoD Catch Up Live VoD Catch

UpSyndication

Destination

White-label Original Captured

PCPCPC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devicesOther mobile devices

Fixed broadband Fixed broadband Fixed broadband Wireless broadbandWireless broadbandWireless broadband CellularCellularCellular BroadcastingBroadcasting

56

Revenue sources

Content/services

Devices

Distribution

Paid contentPaid contentPaid content AdvertisingAdvertisingAdvertising

Transaction Transaction Transaction TrafficTraffic

One time Sub. PPU CPM CPC CPO

Transaction Transaction Transaction TrafficTraffic

VideoVideoVideo TV ProgramsTV ProgramsTV Programs MoviesMoviesMovies UGCUGC

Live VoD Catch Up Live VoD Catch

UpSyndication

Destination

White-label Original Captured

PCPCPC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devicesOther mobile devices

Fixed broadband Fixed broadband Fixed broadband Wireless broadbandWireless broadbandWireless broadband CellularCellularCellular BroadcastingBroadcasting

57

Revenue sources

Content/services

Devices

Distribution

Paid contentPaid contentPaid content AdvertisingAdvertisingAdvertising

Transaction Transaction Transaction TrafficTraffic

One time Sub. PPU CPM CPC CPO

Transaction Transaction Transaction TrafficTraffic

VideoVideoVideo TV ProgramsTV ProgramsTV Programs MoviesMoviesMovies UGCUGC

Live VoD Catch Up Live VoD Catch

UpSyndication

Destination

White-label Original Captured

PCPCPC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devicesOther mobile devices

Fixed broadband Fixed broadband Fixed broadband Wireless broadbandWireless broadbandWireless broadband CellularCellularCellular BroadcastingBroadcasting

58

Revenue sources

Content/services

Devices

Distribution

Paid contentPaid contentPaid content AdvertisingAdvertisingAdvertising

Transaction Transaction Transaction TrafficTraffic

One time Sub. PPU CPM CPC CPO

Transaction Transaction Transaction TrafficTraffic

VideoVideoVideo TV ProgramsTV ProgramsTV Programs MoviesMoviesMovies UGCUGC

Live VoD Catch Up Live VoD Catch

UpSyndication

Destination

White-label Original Captured

PCPCPC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devicesOther mobile devices

Fixed broadband Fixed broadband Fixed broadband Wireless broadbandWireless broadbandWireless broadband CellularCellularCellular BroadcastingBroadcasting

59

Revenue sources

Content/services

Devices

Distribution

Paid contentPaid contentPaid content AdvertisingAdvertisingAdvertising

Transaction Transaction Transaction TrafficTraffic

One time Sub. PPU CPM CPC CPO

Transaction Transaction Transaction TrafficTraffic

VideoVideoVideo TV ProgramsTV ProgramsTV Programs MoviesMoviesMovies UGCUGC

Live VoD Catch Up Live VoD Catch

UpSyndication

Destination

White-label Original Captured

PCPCPC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devicesOther mobile devices

Fixed broadband Fixed broadband Fixed broadband Wireless broadbandWireless broadbandWireless broadband CellularCellularCellular BroadcastingBroadcasting

Vielen Dank!

KontaktBertram Gugel

M: +49 179 22 1 77 63

info@gugelproductions.dewww.gugelproductions.de