TV listings epg, personalised channels, directed search

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Spectrum Breakfast SeminarThe Future of
TVTuesday 19th June, 2007
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Spectrum Breakfast SeminarThe Future of TV

• Open 8.00am
• Welcome Daniel Osmer, Managing Partner, Spectrum
• Introduction Graham Lovelace, Event Moderator
• Presentations Guest Speakers, QA and Panel
  Discussion
• Close 10.00am
• http//youtube.com/watch?vSq5mQLArjmo

Graham Lovelace MD, Lovelace Consulting
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Guest speakers
new distribution, same business
David Hulbert CEO
enabling televisions next revolution
Linda Summers Head of Strategic Development
Jeremy Flynn CEO and Founder, D2See
the case for mobile video
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The Future of Television

• David Hulbert
• CEO

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(No Transcript)
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Overview

• Television is the encrypted or free-to-air
  (electronic) delivery
• of video for personal and small group use (in
  the home)

• The Television business system

Storage
Presentation Selection
Content
Viewing
Pipe
Platform

• Television is a long-cycle (several years)
  business,
• and is slow to change.

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Content
USA example - 130 billion revenue -
40 spent on production - 2 million per
hour - 40-50 average lifetime repeats

• Limited volume
• Risky
• The long tail?

100-200 18 hour channels

• most creative endeavours fail
• ars longa, vita brevis

• your holiday videos are just holiday videos
• skew towards blockbusters
• from internet success to a recording contract

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3½ pipes - natural monopolies all

• DTH satellite
• wide coverage
• low marginal access cost
• business focus
• Cable
• (still) the best technology
• back channel
• multiple play
• Telephone wire
• universal coverage and relationships
• multiple play
• Terrestrial
• expensive
• limited capacity
• technology dead end

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Selection

• Push towards more choice and fragmentation
• Linear channels multiplexes,
  timeshifts, SVOD
• Set top box PVR, remote services,
  multiple access points
• Monthly subscription à la carte,
  VOD, micropayments
• TV listings epg,
  personalised channels, directed search

• But
• Economics of bundling
• Need for content creators to reduce risk
• Transaction and selection costs
• Low cost (and importance?) of TV

Predictable, simple, consistent packages with
buy through
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Platforms - not just pipes content

• Simple concept, but difficult to execute
• one-stop-shop for full range of TV (and other
  services)
• reliable, upgradeable technology
• simple pricing and billing
• two ring customer service
• Simple economics, with rigorous consequences
• subscriber base and growth rate
• churn
• cost per acquisition
• ARPU and gross margin

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My predictions

• Does TV have a future?
• Do we know what it will be like?
• Are we there yet?

.probably..
.yes and no..
.it will take longer than you think..
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The Future of Television

• David Hulbert
• CEO

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Panel Discussion

• Questions raised by the Audience
• Bit torrent how will we deal with this??
• Why should I have to pay for TV on any other
  device its usually free??
• Discussion re SlingMedia technology
• Discussion re BT Vision
• Question re rate of adoption and impact of new
  vision imaging technology

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IPTV Guide
IPTV GuideDelivering audio and video over
broadband William CooperGraham
LovelacePublished by informitv in association
with Lovelace ConsultingDecember 2006 Download
your copy today httpwww.iptv-report.com/