TV Everywhere: ATAWADAC: What’s up? - Florence Le Borgne, Head of the TV & Digital Content Practice, IDATE - DigiWorld Summit 2014

1. Executive Seminar: TV everywhere
ATAWADAC: What’s up?
Florence Le Borgne
Head of the TV & Digital Content Practice
19 November 2014

2. Growth of time-shifted viewing of a TV series (Sons of Anarchy) on
the FX channel
3% 4% 6% 6% 5% 7%
12% 15% 21% 24% 26% 31%
8% 10%
12%
17% 19%
Source: FX Networks Research, based on Nielsen data
Anytime…
What do users want?
 To access their content whenever they want with
no programming restrictions
What users have….
 Catch-up TV services are now commonplace
 Growing popularity of SVOD services
 Steady increase in available content
19%
77% 71% 61% 53% 50% 43%
Season 1
2008
Season 2
2009
Season 3
2010
Season 4
2011
Season 5
2012
Season 6
2013
Live Same day Days 1-3 Days 4-7
28% 36% 42% 47% 51% 54%
% of programmes available on catch-up TV services in France
53%
64%
84% 84%
89%
39%
44%
49%
32%
March 2009 March 2010 Nov. 2011 Nov. 2012 Nov. 2013
Average main channels Average new DTT channels Average new HD channels
Source: based on www.tv-replay.fr and NPA Conseil data
% of DVR
penetration

3. LTE subscription forecast, by region (million)
2,500
2,000
1,500
1,000
500
Source: IDATE, in World LTE market, July 2014
Anywhere…
What do users want?
 High or even ultra high speed networks wherever
they are
- HD, 4K and tomorrow 8K quality content
What users have….
 Growing access to fixed and mobile broadband
networks…
 …but still a long way to go
0
2012 2013 2014 2015 2016 2017 2018
Asia-Pacific Western Europe Central & Eastern Europe
North America Latin America Africa Middle East
Broadband subscription forecast, by region (million)
350
300
250
200
150
100
50
0
2013 2014 2015 2016 2017 2018
Asia-Pacific Western Europe Central & Eastern Europe
North America Latin America Africa Middle East
Source: IDATE, in World FTTx market, June 2014

4. US binge watchers’ preferred devices in 2013
4%
Source: IDATE, in TV and new video services, August 2014, based on Harris
Interactive data
Any device…
What do users want?
 A seamless experience whatever the device
-Even if the TV set is still their favourite screen
What users have….
 A large range of multi-device services, but:
- Is the experience really seamless on free
services?
-The multi-device approach is questionable on
paid services
73%
50%
75%
79%
89%
22%
42%
20%
15% 10%
3%
6%
3% 3% 2%<2.5% 1% 1%
<0.5%
Total 18-29 30-39 40-54 55+
Television Computer Tablet Other (incl. smartphone)
Growth of weekly multi-screen viewing time (Hours)
Base: the United States, the UK, Germany, Sweden, Spain, Taiwan, China, South
Korea and Brazil - Only responses from consumers using the listed devices are
factored into the average weekly figure.
Source: Ericsson ConsumerLab TV and Media, 2013

5. Comparison of the growth of bandwidth use, 2010-2012
Source: Cisco, Netnames-Envisionnal
Any content
What do users want?
 From UGC to premium content: the right content
in the right place
What users have….
 An abundance of services and content
 And apparently some willingness to pay
Number of on-demand services in a selection of European
countries (in April 2013)
145
98
62
42
27
39
52 53
83
77
47
38
10 7
46
106
Catch-up TV VoD films/series
Source: European Audiovisual Observatory
105% 110% 111%
48%
165%
293%
North America Europe Asia-Pacific
Growth of Internet
bandwidth use,
2010-2012
Growth of bandwidth use
for pirated content,
2010-2012

6. ATAWADAC, what are the next steps?
Some points to be addressed:
 How do broadcasters and content providers take into account the users’
needs and the technical constraints and opportunities to provide a tailor-made
service?
 Are hybrid fixed and mobile networks an answer to consumer demand or a
trend driven by the network operators? What kind of hybridisation would be
appropriate from a user perspective?
 How to deal with the privacy issues?
 Is interactivity a key element in the service offering?
 Do the consumers and the broadcasters have the same expectations regarding
QoS on live broadcast TV and on OTT services?
 How far are we from a real seamless experience?