Transcript
Page 1: TV 2020 – Five years that will change TV like never before

Christophe RufinOrangeDirector – OTT TV Ecosystem [email protected]: @christopherufin

Royal College of Physicians, LondonJune 11th & 12th 2014

#CTVS14

BREAKFAST BRIEFING - TV 2020Five years that will change TV like never before

Page 2: TV 2020 – Five years that will change TV like never before

Connected TV Summit - Orange - @christopherufin

About Orange

One of the world leader CSPs239M customers in 160 countries

Turnover : 41B€ (2013)

A major European multiscreen operator

Page 3: TV 2020 – Five years that will change TV like never before

Connected TV Summit - Orange - @christopherufin

Page 4: TV 2020 – Five years that will change TV like never before

Connected TV Summit - Orange - @christopherufin

Insight – TV in 2020

1 Total video

viewing time will increase dramatically

Page 5: TV 2020 – Five years that will change TV like never before

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Hint #1 video usage on new media add up

Average time spent weekly, USA. Source: Nielsen cross-platform report 2013

Page 6: TV 2020 – Five years that will change TV like never before

Connected TV Summit - Orange - @christopherufin

Hint #2 the boom of video-compatible devices

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Insight – TV in 2020

2 Eyes will shift

from Free-to-air to Pay-TV& VOD

Page 8: TV 2020 – Five years that will change TV like never before

Connected TV Summit - Orange - @christopherufin

Hint #1 ad-supported TV is under pressure

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Hint #2 quality content is shifting to premium services

Connected TV Summit - Orange - @christopherufin

You get to watch this for free! Not this!

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Hint #3 IPTV & OTT pay video services to account for most of the growth of TV

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Source: analysys mason

Pay-TV households, net additions or losses by primary platform, Western Europe, 2013–2018

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Insight – TV in 2020

3 Piracy will be

contained

Page 12: TV 2020 – Five years that will change TV like never before

Hint #1 convenience is a piracy killer

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Hint #2 illegal file sharing can’t rival the convenience of TV Everywhere

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Connected TV Summit - Orange - @christopherufin

Insight – TV in 2020

4 Households will

pay more for content

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Hint #1 VOD and sVOD are no substitutes, they add up

Connected TV Summit - Orange - @christopherufin

Source: Bain Creative UK report 2014

UK expenditure on digital video

Page 16: TV 2020 – Five years that will change TV like never before

Hint #2 digital Pay-TV to grow ~5% per year in Western EU

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Source: Strategy Analytics

Digital Pay-TV revenue forecast,Western Europe, 2013–2018

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Connected TV Summit - Orange - @christopherufin

So, what will the future look like?

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Connected TV Summit - Orange - @christopherufin

Even more screens

Freely adapted from The Verge – “Over the top: the new war for TV is just beginning”http://www.theverge.com/2012/11/12/3633984/future-of-tv-over-the-top

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TV set to become a very large monitor

Connected TV Summit - Orange - @christopherufin

Sources: Wikipedia Commons, www.planar.com

1980 1990 2000 2010 2020

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The end of set-top-boxes

Connected TV Summit - Orange - @christopherufin

because placing the box on top of the screen will be increasingly difficult

Page 21: TV 2020 – Five years that will change TV like never before

The set-top box makes the smart TV, smarter

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Source: uk.hardware.info – Samsung F9000

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2014: STBs come in various shapes and styles

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2020: not a set-top box, a smart box is the hub for digital life

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zz

2020: a typical Pay-TV service

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A KILLER

“FOLLOW-ME” STYLE

PREMIUM CONTENT & MULTISCREEN SERVICES

USER EXPERIENCE

TABLET

NOW THE MAIN

CONTROL SCREEN

Premium channels with catch-up

Wide choice of VOD, eST &

sVOD On-demand games

Search & recommendation

Built-in social features

Personal media library

Freely adapted from confused.com – “TV goes social: The rise of the second screen”http://www.confused.com/news-views/infographics/tv-goes-social-rise-of-the-second-screen

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2020 - Why the OTT didn’t win

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2020 – What happens on Youtube, stays on Youtube

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350 million views4 million channel subscribers

but… only 150 000 cinema entries in 2013

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Connected TV Summit - Orange - @christopherufin

thanks@christopherufin

TV 2020 – Five years that will change TV like never before


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