Emilio Azcárraga Jean - IE MULTIMEDIA DOCUMENTATION

Emilio Azcárraga Jean - IE MULTIMEDIA DOCUMENTATION

Emilio Azcárraga Jean
La transformación
transformación
delde
Grupo
Televisa
Televisa
El Sector de las Telecomunicaciónes
1. Internet Móvil: la tecnología que está creciendo más rápido
New computing cycle characteristics
Reduce usage friction via better processing power + improved user interface + smaller
form factor + lower prices + expanded services = 10 x more devices
Devices/users (MM in log scale)
Computing growth drivers over time
Mobile internet
100,000
10,000
1,000
100
10
1
0
as
re
Inc
g
nte
i
ing
Desktop
internet
n
io
rat
PC
1 B+units/
users
100 MM+
units
Minicomputer
Mainframe
10 B+
units???
10 MM+
units
1MM+
units
1960
1970
1980
1990
2000
2010
2020
More than just phones
- Smartphone
- Kindle
- Tablet
- MP3
- Cell phone/PDA
Source: Morgan Stanley - December 2010.
01
- Car electronics GPS, ABS, A/V
- Mobile video
- Home entertainment
- Games
- Wireless home appliances
Emilio Azacárraga. La transformación del Grupo Televisa
El Sector de las Telecomunicaciones
2. Mobile traffic
a) Cisco forecasts 6.3 exabytes per month of mobile data traffic by 2015
3.6
EB per month
108% CAGR
2009-2014
2,700,000
6.3
2.2
1,800,000
1.2
900,000
0
0.6
0.09
0.2
2009
2010
2011
2012
2013
2014
2015
Source: Cisco VNI Mobile, 2011
b) Video will account for 66 percent of global mobile data traffic by 2014
TB per month
Mobile VoIP
108% CAGR
2009-2014
1,800,000
Mobile gaming
Mobile P2P
1,800,000
Mobile web/data
1,800,000
Mobile video
0
2009
2010
2011
2012
2013
2014
c) Laptops and smartphones drive traffic growth
TB per month
Non smartphone
108% CAGR
2009-2014
3,000,000
Home gateways
2,000,000
Smartphones
1,000,000
Laptops and other
mobile-ready
portables
0
2009
2010
2011
2012
Source: Cisco VNI Mobile, 2010
02
2013
2014
Emilio Azacárraga. La transformación del Grupo Televisa
El Sector de las Telecomunicaciones
3. Pay TV market share
Percentage market share
100%
80%
0.2
26.6
28.1
30.1
31.4
1.2
3.0
5.1
7.6
8.9
9.9
32.6
32.9
32.5
32.2
31.8
31.3
62.4
60.3
59.3
58.8
60%
73.4
40%
71.9
69.9
68.4
66.2
64.1
20%
0%
1Q04 4Q04 4Q05 4Q06 4Q07 4Q08 4Q09 4Q10
Telco
4Q11
DBS (Direct broadcast satellite)
Source: Bernstein Market Research
03
4Q12
Cable