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SES

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II SSPI Day - SES

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  1. 1. SES Proprietary and Confidential |SES Proprietary and Confidential LEONARDO GODOY Strategy & Market Intelligence, AMERICAS A [tão] Necessária Revolução na nossa Indústria de Vídeo: Uma perspectiva baseada em dados de mercado
  2. 2. SES Proprietary and Confidential | Topics 2 A evolução de canais via satélite na América Latina Conteúdo: Modelos vs Tecnologias de distribuição O papel da nossa indústria na revolução do mercado de vídeo
  3. 3. SES Proprietary and Confidential | Topics 3 A evolução de canais via satélite na América Latina Conteúdo: Modelos vs Tecnologias de distribuição O papel da nossa indústria na revolução do mercado de vídeo
  4. 4. SES Proprietary and Confidential | 4Source: Lyngsat Evolution of Channels via Satellite in LATAM Cable Feed / FTA 0 200 400 600 800 1.000 1.200 1.400 1.600 1.800 2.000 2011 2012 2013 2014 2015 2016 2017 2018 SD HD Total 4% 33%
  5. 5. SES Proprietary and Confidential | 5Source: Lyngsat Evolution of Compression & Encoding
  6. 6. SES Proprietary and Confidential | 6Source: Lyngsat Evolution of HD Channels by Compression
  7. 7. SES Proprietary and Confidential | Evolution of DTH Platforms in LATAM 20 21 21 22 24 24 24 55 61 65 75 75 75 78 2011 2012 2013 2014 2015 2016 2017 97 104 123 121 132 149 154 +42% 7Source: Lyngsat, Dataxis +20% 2.5 3.5 DTH PLATFORMS B2C BRANDS / TARGET COUNTRIES AVERAGE # CHANNELS PER PLATFORM +59%
  8. 8. SES Proprietary and Confidential | 8Source: Lyngsat DTH Channels – Compression & Resolution details
  9. 9. SES Proprietary and Confidential | Topics 9 A evolução de canais via satélite na América Latina Conteúdo: Modelos vs Tecnologias de distribuição O papel da nossa indústria na revolução do mercado de vídeo
  10. 10. SES Proprietary and Confidential | Tecnologia vs Modelo vs Financiamento 10
  11. 11. SES Proprietary and Confidential | Tecnologia vs Modelo vs Financiamento 11 OTT vs TV Linear Tecnologias de Distribuição Modelos de Distribuição Tipos de Financiamento • OTT • REDE PRÓPRIA • SATÉLITE • LINEAR • ON DEMAND • PAGO • AD SUPPORTED
  12. 12. SES Proprietary and Confidential | Tecnologia vs Modelo vs Financiamento 12 OTT vs TV Linear Tecnologias de Distribuição Modelos de Distribuição Tipos de Financiamento • OTT • REDE PRÓPRIA • SATÉLITE • LINEAR • ON DEMAND • PAGO • AD SUPPORTED
  13. 13. SES Proprietary and Confidential | Tecnologia vs Modelo vs Financiamento 13 OTT vs TV Linear Tecnologias de Distribuição Modelos de Distribuição Tipos de Financiamento • OTT • REDE PRÓPRIA • SATÉLITE • LINEAR • ON DEMAND • PAGO • AD SUPPORTED
  14. 14. SES Proprietary and Confidential | Tecnologia vs Modelo vs Financiamento 14 OTT vs TV Linear Tecnologias de Distribuição Modelos de Distribuição Tipos de Financiamento • OTT • REDE PRÓPRIA • SATÉLITE • LINEAR • ON DEMAND • PAGO • AD SUPPORTED
  15. 15. SES Proprietary and Confidential | Tecnologia vs Modelo vs Financiamento 15 OTT vs TV Linear Tecnologias de Distribuição Modelos de Distribuição Tipos de Financiamento • OTT • REDE PRÓPRIA • SATÉLITE • LINEAR • ON DEMAND • PAGO • AD SUPPORTED 70° W
  16. 16. SES Proprietary and Confidential | Tecnologia vs Modelo vs Financiamento 16 Tecnologias de Distribuição Modelos de Distribuição Tipos de Financiamento • OTT • REDE PRÓPRIA • SATÉLITE • LINEAR • ON DEMAND • PAGO • AD SUPPORTED Modelo de Negócios Desafios da TV por Assinatura: ▲Leis (SEAC...) ▲Pirataria ▲Canibalização da base ▲Modelo de contrato com os canais
  17. 17. SES Proprietary and Confidential | 17Source: Dataxis, Nielsen, SES Analysis USA Pay-TV Subscribers 100 100 102 101 102 101 101 102 100 76 81 86 91 96 101 106 2010 2011 2012 2013 2014 2015 2016 2017 2018 MILHÕES 100,3 99,9 102,0 100,8 101,9 100,5 98,8 98,6 92,6 85 90 95 100 105 MILHÕES 0,0 0,1 0,2 0,2 1,0 2,1 3,7 7,5 0 2 4 6 8 2010 2011 2012 2013 2014 2015 2016 2017 2018  Traditional Pay-TV (DTH, Cable, IPTV)  OTT Pay-TV Real impact in 4 years: 1.5 M (1.4%)
  18. 18. SES Proprietary and Confidential | 18 What People are Watching Source: Ericsson Consumer Lab 2017
  19. 19. SES Proprietary and Confidential | 19 What People are Watching Source: Ericsson Consumer Lab 2017 16% 16% 15% 16% 14% 12%
  20. 20. SES Proprietary and Confidential | 20 What People are Watching Source: Ericsson Consumer Lab 2017
  21. 21. SES Proprietary and Confidential | 21 What People are Watching Source: Ericsson Consumer Lab 2017
  22. 22. SES Proprietary and Confidential | 222017 SES Customer Event
  23. 23. SES Proprietary and Confidential | 23 The Long Tail of the Content Time Revenues Cinema Pay TV prime time Sales Rent Movies Go to Pay TV prime time Rerun (other Pay-TV channels) Few ―premium‖ go to S-VOD FTA TV prime time Rerun S-VoD Source: SES Analysis
  24. 24. SES Proprietary and Confidential | 24 The Long Tail of the Content Time Revenues Source: Statista, Dataxis, Rapid TV News https://www.rapidtvnews.com/2018051952172/netflix-ups-original-film-slate-by-40.html#axzz5JRknWjlW 4 month window Jan – Apr 2018 9 million views per original movie 33 originals [movies] released Netflix worldwide ARPU 8.7 USD / Month Consider everything as original movies revenues 80+ million viewers account holders worldwide unique account per view average revenue per movie 78.3 million USD
  25. 25. SES Proprietary and Confidential | 25 The Long Tail of the Content – Movies Box Office Time Revenues Source: IMDB 328.3 MI USD 1.3 BI USD 1.3 BI USD 1.5 BI USD 2.1 BI USD
  26. 26. SES Proprietary and Confidential | 26Source: Google Trends 2017 Google Search over time 0 20 40 60 80 100 120 Game of Thrones Stranger Things Season 7: 7 episodes Season 2: 9 episodes 48 days 6 days
  27. 27. SES Proprietary and Confidential | 27 Netflix Originals 2017 Rank Source: Mashable.com, Heatworld.com, Netflix Press Release 5 MOST EXPENSIVE TV SHOWS 1. The Crown (130M) 2. The Get Down (120M – already cancelled) 3. Sense 8 (108M – already cancelled) 4. Marco Polo (90M – already cancelled) 5. House of Cards (50M) TOP 10 WATCHED TV SHOWS 1. Daredevil 2. 13 Reasons Why 3. Iron Fist 4. Luke Cage 5. Jessica Jones 6. House of Cards 7. Stranger Things 8. Unbreakable Kimmy Schmidt 9. Fuller House 10. Orange Is The New Black
  28. 28. SES Proprietary and Confidential | Topics 28 A evolução de canais via satélite na América Latina Conteúdo: Modelos vs Tecnologias de distribuição O papel da nossa indústria na revolução do mercado de vídeo
  29. 29. SES Proprietary and Confidential | 292017 SES Customer Event
  30. 30. SES Proprietary and Confidential | Satellite Operators Competing in the Video Business (World) 30Source: Lyngsat 35 36 36 38 40 42 45 48 2011 2012 2013 2014 2015 2016 2017 2018 +37.2%
  31. 31. SES Proprietary and Confidential | 312017 SES Customer Event
  32. 32. SES Proprietary and Confidential | Business Case 32
  33. 33. SES Proprietary and Confidential | 33
  34. 34. SES Proprietary and Confidential | SES UHD Platform in Latin America 34 Playout EncodingPlayout Customer Playout Encoding Fiber SES Woodbine MD Encryption/ Multiplexing Uplinking SES Satellites SES-14 SES-6 SES Playout MVPDs Cable Receiver DTH Receiver DTH Satellite IPTV Receiver SES Manassas VA
  35. 35. SES Proprietary and Confidential | 352017 SES Customer Event
  36. 36. SES Proprietary and Confidential | $50,36 $45,33 $40,29 $35,25 $30,22 $25,18 $20,15 $15,11 $10,07 $7,55 $5,04 $2,52 $0,00 $16,20 $0 $10 $20 $30 $40 $50 $60 1 M 900 K 800 K 700 K 600 K 500 K 400 K 300 K 200 K 150 K 100 K 50 K 0 USDMillions 32% 36% 40% 46% 54% 64% 80% 107% 161% 214% 322% 643% 36SMI Video Demand Model – NAM C-Band – Feb/18 Breakeven Point Subscribers Broadcasters revenues with non Tier 1/2 cable subscribers Satellite costs How much satellite costs represents in the broadcasters revenues ▲ Below the break even point chart showing subscribers x revenues x satellite costs, assuming that ARPU remain flat at $ 83.94 USD, cost per MHZ remain flat at 2,500 mhz/month and C-band TPE demand remain flat at 180 TPE. Breakeven point is reached at 321,730 subscribers, wich means that bellow this number of subscribers the broadcasters will begin to loose money with non Tier 1/2 cable subscribers. The objective of this analysis is to determine the breakeven, from the point of view of subscribers reached, where it is no longer sustainable to keep satellite distribution. Benefits of satellite as a backup of fiber distribution is not being consider in this analysis.
  37. 37. SES Proprietary and Confidential | 382017 SES Customer Event
  38. 38. SES Proprietary and Confidential Leonardo Godoy Strategy and Market Intelligence, AMERICAS 39 leonardo.godoy@ses.com +55 11 97084-0432 Company Overview — December '16 Connect with us

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