Plattformen vs lineares Programm

Vortrag zum Spannungsfeld der aufstrebenden Internetplattformen und der etablierten Rundfunkverbreitung.
Am Mittwoch 26. Januar 2011 auf der ALM Plattformtagung: Plattformregulierung in Zeiten von Google TV, Apple TV und Co. in Berlin.

Transcript

1. LINEARES PROGRAMM PLATT FORM EN vs.
2. EINE PRÄSENTATION VON BERTRAM GUGEL 2
3. Der Markt ist in Bewegung
4. 4 Comscore Videometrix / Minutes Watched per Month Online Sehdauer wächst rasant ... 0 240 480 720 960 1200 Jun 05 Jul 07 Jan 08 Jul 08 Jan 09 Jun 09Okt 09Feb 10Jun 10Okt 10 506 944 1107 73 181 274 582 882 908 US Germany CAGR 65% Videosehdauer pro Monat in Minuten
5. Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507 0,1 EB 3,2EB 2010 2014 39x Increase Video 69% TB = Terabyte (1000 GB) PB = Petabyte (1000 TB) EB = Exabyte (1000 PB) 5 Nachfrage bedingt den Netzausbau Mobiles Datenvolumen
6. 6 http://www.cisco.com/en/US/netsol/ns827/networking_solutions_sub_solution.html#%7Eforecast Der CRS-3 streamt jeden Film, der jemals gedreht wurde, in 4 Minuten. Neue Netze – neue Infrastruktur
7. 7 Der Kampf um‘s Wohnzimmer ...
8. ... hat gerade erst begonnen! Spielekonsolen 182m Units sold Internet Boxen GoogleTV, Roku, TV, Vudu DVRs TiVo, CE-Manufaturer Blu-Ray Player Sony, LG, Panasonic TV Sony, LG, Panasonic PC Anbieter Apple, Microsoft, Asus Mobile Geräte iPod, Zune HD, A Startups Boxee, Plex, XMBC, ... Hardware Herst. WD, LaCie, ...
9. 9 TV YouTube iTunes Hulu CBS Metacafe WALLED GARDEN Revision 3 BBC Netflix Demand Media UGC PRO OPEN ACCESS MARKET OVERVIEW IPTV Amazon CONTENT Web-TV TV-Stations Box-Plays Sony XBox Boxee Next New Networks
10. 10 TV YouTube iTunes Hulu CBS Metacafe WALLED GARDEN Revision 3 BBC Netflix Demand Media UGC PRO OPEN ACCESS MARKET OVERVIEW IPTV Amazon CONTENT Web-TV TV-Stations Box-Plays Sony XBox Boxee Next New Networks P7S1 & RTL JV GoogleTV AppleTV
11. ALLES KLAR?
12. 12 Was ist TV? Ein Medium Ein Gerät Eine spezielle Form des Inhalts
13. Broadcast als Service TV als Bildschirm Neues Fernsehen
14. 14 1 Broadcast als Service
15. BROADCAST INTERNET 15
16. BROADCAST INTERNET 16
17. BROADCAST INTERNET 17
18. BROADCAST INTERNET 18
19. 19 „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
20. TV auf neuen Plattformen
21. 21 BBC iPlayer Beispiel 15 Plattformen 141m „requests for programs“ im November 2010 (+32% YoY) 6m mobile requests im November 2010 (4%) 288 min pro User/Monat
22. 22 Eckpfeiler http://www.avc.com/a_vc/2005/11/the_future_of_m.html Programmierbar Zugänglich Syndizierbar Schnittstellen und Zugriff von Außen URLs für alle Inhalte Weiterverwertung durch Dritte
23. BROADCAST INTERNET 23
24. HbbTV verbindet 24
25. 25 0 3 6 9 12 2003 2004 2005 2006 2007 2008 2009 2010 10,7 10,3 8 5,7 7 8,4 8,9 11,4 Kategorietitel Zuschauer in Mio. MTV VMA Zuschauer
26. 26 Twitter hilft den VMAs
27. 27 Plattformen vs. lineares Programm in Berlin. http://bit.ly/a6x42S Es sind nur 140 Zeichen, oder?
28. Falsch! 28
29. EPG-Daten sind die Geolocation-Daten des TV. 29
30. 30 2 TV als Bildschirm
31. 31 AGF/GfK: jeweils 1. Halbjahr. MA ARD/ZDF-Onlinestudien 2000–2010; eigene Angaben der Nutzer. 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 205 204 199 195 196 193 186 185 186 182 187 203 209 214 221 230 231 235 225 225 228 244 Fernsehen Radio Fernsehnutzung bleibt konstant Minuten pro Tag
32. 23 Min 27 Min Telefonieren bleibt konstant
33. Internet Trends - April 12, 2010 Mary Meeker http://www.scribd.com/Internet-Trends-Mary-Meeker-04-12-2010/d/29850507 40min 60min 70% 45% Nutzung Telefonieren 3% 23% Video Trotzdem – Verändertes Nutzerverhalten
34. TV Gerät wird sich wandeln TV 㽈 ♜ ‗
35. 35 App stores kommen auf das TV ...
36. 36 Skype on TV ...
37. 37 Casual Games ...
38. 38 Was steckt dahinter?
39. 39 3 Neues Fernsehen
40. = MTV 2.0
41. Jan 2010 Apr 2010 Jun 2010 Aug 2010 Okt 2010 32.357 37.527 43.588 45.579 43.700 43.911 45.357 43.650 47.569 50.320 Vevo Nutzer in Millionen pro Monat Neue Musik TV Plattform ... Comscore Videometrix / Unique Users per Month
42. Mit originären Inhalten!
43. Netflix als virtuelle Plattform ... Verfügbar auf 100 Mio Geräten
44. Comcast DirectTV Netflix Dish Time Warner Cox 5.038 12.706 14.318 16.000 18.760 23.212 Subscribers in Thousands ... und PayTV Anbieter!
45. Wer gestaltet das Programm?
46. 46 Comscore Videometrix / Video Viewer per Month / Germany 0 2200 4400 6600 8800 11000 Dec 07 Aug 08 Dec 08 Jul 09 Aug 09 Jul 10 161 2090 2068 2380 3067 5407 Megavideo.com ProSiebenSat1 Sites RTL Group Sites Der Markt wartet nicht! 19 Min /Video Video Viewer in Tausend pro Monat
47. AUSWIRKUNGEN
48. TV auf neue Plattformen
49. Neue Plattformen auf dem TV
50. Neue TV-Inhalte
51. 51 Plattformen ... lösen Inhalte von Geräten und Kundenbeziehungen von Anschlüssen. TV
52. EXPANSION
53. 53 Revenue sources Content/services Devices Distribution Paid content Paid content Paid content Advertising Advertising Advertising Transaction Transaction Transaction Traffic Traffic One time Sub. PPU CPM CPC CPO Transaction Transaction Transaction Traffic Traffic Video Video Video TV Programs TV Programs TV Programs Movies Movies Movies UGC UGC Live VoD Catch Up Live VoD Catch Up Syndic ation Destina tion White- label Original Captured PC PC PC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devices Other mobile devices Fixed broadband Fixed broadband Fixed broadband Wireless broadband Wireless broadband Wireless broadband Cellular Cellular Cellular Broadcasting Broadcasting Multiplikation der Geschäftsfelder
54. 54 Revenue sources Content/services Devices Distribution Paid content Paid content Paid content Advertising Advertising Advertising Transaction Transaction Transaction Traffic Traffic One time Sub. PPU CPM CPC CPO Transaction Transaction Transaction Traffic Traffic Video Video Video TV Programs TV Programs TV Programs Movies Movies Movies UGC UGC Live VoD Catch Up Live VoD Catch Up Syndic ation Destina tion White- label Original Captured PC PC PC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devices Other mobile devices Fixed broadband Fixed broadband Fixed broadband Wireless broadband Wireless broadband Wireless broadband Cellular Cellular Cellular Broadcasting Broadcasting
55. 55 Revenue sources Content/services Devices Distribution Paid content Paid content Paid content Advertising Advertising Advertising Transaction Transaction Transaction Traffic Traffic One time Sub. PPU CPM CPC CPO Transaction Transaction Transaction Traffic Traffic Video Video Video TV Programs TV Programs TV Programs Movies Movies Movies UGC UGC Live VoD Catch Up Live VoD Catch Up Syndic ation Destina tion White- label Original Captured PC PC PC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devices Other mobile devices Fixed broadband Fixed broadband Fixed broadband Wireless broadband Wireless broadband Wireless broadband Cellular Cellular Cellular Broadcasting Broadcasting
56. 56 Revenue sources Content/services Devices Distribution Paid content Paid content Paid content Advertising Advertising Advertising Transaction Transaction Transaction Traffic Traffic One time Sub. PPU CPM CPC CPO Transaction Transaction Transaction Traffic Traffic Video Video Video TV Programs TV Programs TV Programs Movies Movies Movies UGC UGC Live VoD Catch Up Live VoD Catch Up Syndic ation Destina tion White- label Original Captured PC PC PC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devices Other mobile devices Fixed broadband Fixed broadband Fixed broadband Wireless broadband Wireless broadband Wireless broadband Cellular Cellular Cellular Broadcasting Broadcasting
57. 57 Revenue sources Content/services Devices Distribution Paid content Paid content Paid content Advertising Advertising Advertising Transaction Transaction Transaction Traffic Traffic One time Sub. PPU CPM CPC CPO Transaction Transaction Transaction Traffic Traffic Video Video Video TV Programs TV Programs TV Programs Movies Movies Movies UGC UGC Live VoD Catch Up Live VoD Catch Up Syndic ation Destina tion White- label Original Captured PC PC PC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devices Other mobile devices Fixed broadband Fixed broadband Fixed broadband Wireless broadband Wireless broadband Wireless broadband Cellular Cellular Cellular Broadcasting Broadcasting
58. 58 Revenue sources Content/services Devices Distribution Paid content Paid content Paid content Advertising Advertising Advertising Transaction Transaction Transaction Traffic Traffic One time Sub. PPU CPM CPC CPO Transaction Transaction Transaction Traffic Traffic Video Video Video TV Programs TV Programs TV Programs Movies Movies Movies UGC UGC Live VoD Catch Up Live VoD Catch Up Syndic ation Destin ation White- label Original Captured PC PC PC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devices Other mobile devices Fixed broadband Fixed broadband Fixed broadband Wireless broadband Wireless broadband Wireless broadband Cellular Cellular Cellular Broadcasting Broadcasting
59. 59 Revenue sources Content/services Devices Distribution Paid content Paid content Paid content Advertising Advertising Advertising Transaction Transaction Transaction Traffic Traffic One time Sub. PPU CPM CPC CPO Transaction Transaction Transaction Traffic Traffic Video Video Video TV Programs TV Programs TV Programs Movies Movies Movies UGC UGC Live VoD Catch Up Live VoD Catch Up Syndic ation Destina tion White- label Original Captured PC PC PC TV/ Console TV/ Console TV/ Console Mobile phone Mobile phone Mobile phone Other mobile devices Other mobile devices Fixed broadband Fixed broadband Fixed broadband Wireless broadband Wireless broadband Wireless broadband Cellular Cellular Cellular Broadcasting Broadcasting
60. Vielen Dank! Kontakt Bertram Gugel M: +49 179 22 1 77 63 info@gugelproductions.de www.gugelproductions.de