Post on 19-Nov-2014
description
transcript
Christophe RufinOrangeDirector – OTT TV Ecosystem christophe.rufin@orange.comTwitter: @christopherufin
Royal College of Physicians, LondonJune 11th & 12th 2014
#CTVS14
BREAKFAST BRIEFING - TV 2020Five 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
Connected TV Summit - Orange - @christopherufin
Connected TV Summit - Orange - @christopherufin
Insight – TV in 2020
1 Total video
viewing time will increase dramatically
Connected TV Summit - Orange - @christopherufin
Hint #1 video usage on new media add up
Average time spent weekly, USA. Source: Nielsen cross-platform report 2013
Connected TV Summit - Orange - @christopherufin
Hint #2 the boom of video-compatible devices
Connected TV Summit - Orange - @christopherufin
Insight – TV in 2020
2 Eyes will shift
from Free-to-air to Pay-TV& VOD
Connected TV Summit - Orange - @christopherufin
Hint #1 ad-supported TV is under pressure
Hint #2 quality content is shifting to premium services
Connected TV Summit - Orange - @christopherufin
You get to watch this for free! Not this!
Hint #3 IPTV & OTT pay video services to account for most of the growth of TV
Connected TV Summit - Orange - @christopherufin
Source: analysys mason
Pay-TV households, net additions or losses by primary platform, Western Europe, 2013–2018
Connected TV Summit - Orange - @christopherufin
Insight – TV in 2020
3 Piracy will be
contained
Hint #1 convenience is a piracy killer
Connected TV Summit - Orange - @christopherufin
Hint #2 illegal file sharing can’t rival the convenience of TV Everywhere
Connected TV Summit - Orange - @christopherufin
Connected TV Summit - Orange - @christopherufin
Insight – TV in 2020
4 Households will
pay more for content
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
Hint #2 digital Pay-TV to grow ~5% per year in Western EU
Connected TV Summit - Orange - @christopherufin
Source: Strategy Analytics
Digital Pay-TV revenue forecast,Western Europe, 2013–2018
Connected TV Summit - Orange - @christopherufin
So, what will the future look like?
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
TV set to become a very large monitor
Connected TV Summit - Orange - @christopherufin
Sources: Wikipedia Commons, www.planar.com
1980 1990 2000 2010 2020
The end of set-top-boxes
Connected TV Summit - Orange - @christopherufin
because placing the box on top of the screen will be increasingly difficult
The set-top box makes the smart TV, smarter
Connected TV Summit - Orange - @christopherufin
Source: uk.hardware.info – Samsung F9000
Connected TV Summit - Orange - @christopherufin
2014: STBs come in various shapes and styles
Connected TV Summit - Orange - @christopherufin
2020: not a set-top box, a smart box is the hub for digital life
zz
2020: a typical Pay-TV service
Connected TV Summit - Orange - @christopherufin
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
2020 - Why the OTT didn’t win
Connected TV Summit - Orange - @christopherufin
2020 – What happens on Youtube, stays on Youtube
Connected TV Summit - Orange - @christopherufin
350 million views4 million channel subscribers
but… only 150 000 cinema entries in 2013
Connected TV Summit - Orange - @christopherufin
thanks@christopherufin
TV 2020 – Five years that will change TV like never before