1. Frederic Guarino
@fredericg
fredericguarino.tumblr.com
Blown to bits – the entertainment
industry landscape in the age of
Netflix
Oct 2011

2. From an integrated studio-anchored industry

3. to a fragmented landscape

4. 1890s to 1948 – the first incarnation of the entertainment industry
From vaudeville to the Hollywood studio system

5. 1948 to 2000 – the second incarnation of the entertainment industry
Rise of “free” home entertainment with radio&tv and the fight for attention

6. 1948 to 2000 – the second incarnation of the entertainment industry
Cable and pay tv + VCRs increase home entertainment

7. Since 2000 – the third incarnation of the entertainment industry
Revenge of the geeks ?

8. Since 2000 – the third incarnation of the entertainment industry
Fragmentation is the new normal

9. The landscape: Box office and home video revenues are flat or decreasing
US Box office at $10 billion Home entertainment at $16 billion
Global b.o ix $31.8 billion

10. The landscape: Video On Demand via cable or web is increasing
2010 numbers:
Comcast $385m
Apple $280m
Time Warner Cable $160m

11. The landscape: Game-changer in Video On Demand and beyond=Netflix
20 million + subscribers
18.2 million + subscribers
17.3 million + subscribers

12. What’s next ? Netflix is the new HBO
20 million + subscribers
27 million + subscribers
Prediction #1: Netflix will overtake HBO by end of year 2011

13. What’s next: Netflix will accelerate the launch of other web-based pay tv subscription
services
Prediction #2: One of the pay tv players will offer its content via the web
by Xmas 2011

14. What’s next: Cordcutting is a reality for the tech set
Prediction #3: Increased cordcutting yields punitive bandwidth caps

15. What’s next: DVRs and time-shifting become the new normal
2007: 13.5%
2010: 35%
2011: 40%
2013: 50%
Prediction #4: Increased DVR use drastically changes Nielsen rating
system in 2011

16. What’s next: What do YOU think ?
?
Prediction #5: what’s your prediction ?

17. What this means to content producers: innovate, innovate, innovate

18. Q&A

19. The impact of digital on content
creation

26. Le web, nouveau laboratoire de
talents

31. Les joueurscanadiens

36. Le cas Netflix

44. Nos clients en tantqueproducteurs
de contenus –
les canaux de distribution digitaux

45. les aggrégateurs de contenus -
boitiersintelligents –

49. les réseaux de distribution web

62. L’impact du digital sur les exploitants
de salles de cinéma