Some thoughts on what happens once the two major trends mobile internet and internet video merge.

1. Mobile
Video

2. A PRESENTATION BY BERTRAM GUGEL
2

3. VIDEO
3

4. Let‘s take a close look at the
TURBULEN T
market of internet videos.
4

6. GOT IT?

7. MARKET OVERVIEW OPEN ACCESS
Boxee
Demand
Hulu Media
Revision 3
YouTube
Next New Metacafe
XBox Networks
BBC
PRO
TV- iTunes UGC
CBS
Everywhere
Amazon
Netflix
Sony
7
IPTV
TV
WALLED GARDEN
Box-Plays TV-Stations Web-TV CONTENT

8. Internet Video?
THERE IS A HI GH DEMAND
36 million Unique Viewers in August 2009 (GER)
6,4 billion viewed videos/month (GER)
178 videos per user account for 31 video-minutes per day (GER)
8

9. Viewing time exploded last year!
Comscore Videometrix / Minutes Watched per Month 9

10. ...VIDEO IS
BIG 10

11. ...VIDEO IS BIG.
BUT: YOUTUBE IS BIGGER.
• #2 site in global Minutes
• 40 % of all US Video Streams in Dec 2008
• 20h of video content are being uploaded every
minute!
• 17 billion search queries/month (2nd largest
search engine WW)
• 1 billion viewed videos/day
VIDEO
• 445 million unique viewers in Sep 2009 (WW)
3 Minuten
1 Video
1 Ad Impression
11

12. Who‘s the TV Station here?
1 * 3,7 = 3,7
Billion Views/Day minutes per view Billion min
watched per
Day
72 * 200 * 24% = 3,5
million German minutes a day market share Billion min
TV Viewer watched per
Day

13. JUST three more words on YouTube.
personalized
Channels
+
1080p

14. = TV 2.0

15. = 2.0
8,7bn Views 6,8bn Views 1,3bn Views 1bn Views
The top five labels control 65% of all of the views of the YouTube’s top 50.
http://www.tubemogul.com/blog/2009/09/on-youtube-its-the-music-labels-and-then-everyone-else/

16. The stakes are high!
16

17. Just one Example ...

18. ... the fight for the living room!
Internet Links Portables TV
Roku, TV, Vudu, ... iPod, Zune HD, A Sony, LG, Panasonic
PC Player Hardware Corps. Startups
Apple, Microsoft, Asus WD, LaCie, ... Boxee, Plex, XMBC, ...
DVRs 3rd Gen Consoles Blu-Ray Player
TiVo, CE-Manufaturer 144m Units sold Sony, LG, Panasonic

19. MOBILE
19

20. What‘s powering MOBILE?
3G ‣485m global users,
+46% Y/Y
‣>30% penetration in
Western Europe, USA
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507 20

21. What‘s powering MOBILE?
‣319m chipsets sold
in 2008 +42% Y/Y
‣862m installed base
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507 21

22. MOBILE by the numbers
294,9m mobile phones shipped in Q1 2010 +21,7% Y/Y
172m smartphones sold in 2009
>5 billion mobile subscribers in 2010
500m people accessed mobile Internet worldwide in 2009.
http://www.idc.com/getdoc.jsp?containerId=prUS22322210
http://mobithinking.com/mobile-marketing-tools/latest-mobile-stats
http://www.gartner.com/it/page.jsp?id=1306513

23. The fight for mobile dominance
MP3 Player
iPod, Zune, Archos, ...
Tablets
WePad, iPad, ...
E-Reader
Kindle, Nook, ...
Smartphones
iPhone, Droid, Blackberry ...
Netbooks
eee PC, Acer, Dell ...

24. Mobile Internet adoption is FAST!
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507

25. Within 5 Years ...
1,7bn 2bn
Desktop Mobile
Internet Users Internet Users
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507

26. Smartphones change user behaviour ...
Daily usage 40min 60min
Voice Calls 70% 45%
Video 3% 23%
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507

27. App stores take off ...
189.851 applications in the Apple App Store (50.000
new applications added each month)
4bn app downloads in total from 85m user
38.000 applications are in the Android Market (20.000
new applications added last quarter)
400m Android app downloads in total
http://www.distimo.com/report/download-latest
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507
http://www.pitchengine.com/research2guidance/app-store-monitoring-q1-2010-competitors-are-growing-faster-than-apple/61239/

28. MOBILE
+
VIDEO 28

29. Mobile Internet Traffic will EXPLODE!
39x Video
Increase 69%
3,2EB
2010 2014
Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507

30. 3x more videos watched than
web users
= 250.000 installs
and
650.000 TV episodes
watched within 14 days
http://blog.mefeedia.com/ipad-video-users
http://mashable.com/2010/04/14/abc-ipad-stats/
http://abc.go.com/site/abc-player-for-ipad 30

31. Meet the new paradigm
31

32. TV as a Service
32

33. E N G A G E M E N T on a new level.
Video entertainment moves closer to the consumer.
3m
50 cm
10 cm
33

34. 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 34

35. Enable consumers to engage
with rich Internet
experiences seamlessly
across any device, anywhere.
35

36. BEST PRACTICE
BBC iPlayer
15 platforms
118m requests for programs in March 2010
3,2m mobile requests in March 2010 (4%)
68 min per User
36

37. Netflix‘s four steps to world domination
Wi-fi is a < $10 component.
Wi-fi will be in any consumer electronic device shortly
Netflix is the killer app for broadband.
Netflix will be on any wi-fi device.

38. THERE‘s more ...
TV PC
MOBILE

39. Adobt new
DISTRIBUTION MEANS!
39

40. THE NEW DISTRIBUTION PARADIGM.
From a few EXCLUSIVE distribution channels to U B I Q U I T Y .
iPod vending machine
40

41. OTHER TRENDS
41

42. mobileTV
http://www.videonuze.com/blogs/?2010-04-15/Broadcasters-New-Mobile-DTV-Joint-Venture-Offers-Potential/&id=2515
http://www.pcworld.com/article/194727-2/mobile_tv_better_options_coming_soon.html
42

43. mobile live streaming
‣ reaches 92% of US online users
‣ >300 partners
‣ 360% growth in video views year/year
43

44. What a bright FUTURE ...

45. WAIT
45

46. ... not so fast!
Rights
Video formats
Ad solutions
There ARE challenges!

47. THANK YOU.
Contact
Bertram Gugel
M: +49 179 22 1 77 63
info@gugelproductions.de
www.gugelproductions.de