Does Connected TV democratise content?

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    Make better business decisions

2. Does connected TV democratise content?
Giles Cottle
Principal Analyst
Informa Telecoms & Media
IBC, 10th September 2011
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Even the TV industry thinks that disintermediation of broadcasters and operators will occur within 5 years
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The unstoppable rise of the TV manufacturers?
Biggest connected TV winners: TV manufacturers
Biggest losers: operators
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3 reasons TV manufacturers may not rule the content ecosystem
HTML5 on the TV will weaken the hold that the device manufacturers have on the screen
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So what happens next?
5 predictions/key points
7. #1: Disintermediation will not be that easy to pull off
Disintermediation checklist:

  • CAPEX

8. Consumer brand 9. Marketing capabilities 10. EPG positioning 11. Ad sales capabilities 12. Billing/payments 13. Multiscreen capabilities 14. UI expertise 15. Content curationwww.informatm.comConfidential
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#2: Broadcasters will become primarily promoters, not schedulers
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#3 The disintermediated will use connected devices too
DirecTV NFL Sunday Ticket via PS3; Multiroom with Samsung (powered by RVU)
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#4: The rise of smart lean-back viewing
Smart
recs.
Less effort
More effort
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#5: The big screen will get dumb(er)
20. Thank you
Giles Cottle
Principal Analyst
Informa Telecoms & Media
giles.cottle@informa.com
@gilescottle