The opportunity called

INDIA Karan BediCEO, MX PlayerTRAI-ITU Training SessionOct 10, 2019

Source: 2019; Sources: FICCI – EY Report on M&E Sector, Cisco | Media Reports

2018 saw 325 Million people watching content online, a growth of

25% from 2017

By 2022, 88 Billion minutes or 167,931 years worth of content will be consumed monthly. Smartphone data consumption will increase 2x to 17.5 GB per capita per month

Source: 2019; Sources: FICCI – EY Report on M&E Sector, Cisco | Media Reports

DATA CONSUMPTION HAS GROWN 7x IN 3 YEARS

61% 62% 66% 69% 75% 80% 84%

39% 38% 34% 31% 25% 20% 16%

US UK Japan Russia China Brazil India

SHARE OF DIGITAL MEDIA

Traditional Media Digital Media

89% 85% 82% 78% 75%

11% 15% 18% 22% 25%

72+ 54-72 39-53 24-38 <23

Age Group Distribution in India

Traditional Media Digital Media

Source: BCG Report “Entertainment Goes Online” 2018

But INDIA is still catching up, with MORE ROOM TO GROW

THIS CONSUMPTION HAS BEEN ADDED ON NOT REPLACED

1.8 1.6

0.70.7

0

1.7

Non-Internet Users Internet Users

TV Print Digital

+62%

Source: BCG Report “Entertainment Goes Online” 2018

Indicates a huge latent demand for entertainment

The OTT SweetSpot

New adopters of OTT entertainment

Growth of mobile &telecom industry

Growth in online business and ad

revenue

Video entertainment players

OTT penetration in lower tier markets

Peak VoD mobility

Lack of Personal screens in Tier 2 markets

REASON 1:Smartphone penetration

coupled withlower than ever data prices

is gradually turning streaming platforms to

mainstream entertainment destinations

REASON 2:Limitations of a single TV which cannot cater viewing preferences of the varied members in a household

Second screens are making content accessible at all times – giving audiences the convenience of time and place

REASON 3:

Long Series Formats work best for Digital Consumption

Movie

Tv Show

Web Series

Share of Watch Time

Movie Tv Show Web Series

Top 8 1mn+ ROI

TV works all across, Web Series in Top8 Cities

Movie Tv Show Web Series

Stories work. They don’t even need to be On Air or Live to work.

Drama

Comedy

Fantasy

Talent Crime

Game Show

Genre Share

Drama Comedy FantasyTalent Crime Game Show

Fiction

Non Fiction

Format Share

Fiction Non Fiction

LiveNon Live

On Air Status

Live Non Live

Variety drives consumption

WEB

MOVIES

TV

USERS WHO CONSUME A FORMAT

Users who consume multiple formats, consume 3x more mins than those who don’t.

3X

Across the industry, five metro cities account for 55% of the total OTT video platform users.

However, with MX, top 8 cities is only 45%, with Tier 2 “Bharat” and beyond contributing the balance.

Source: Hindu Business Line June 19, 2019 | Source Internal

This phenomenon is unique to the OTT market and to MX in particular due to our offline player heritage

Many of these audiences are first time entertainment watchers. Bharat is coming online.

THANK YOU