Post on 14-Jul-2020
transcript
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