Nissinen_CMD 2010

Transcription

Nissinen_CMD 2010

The new faces of television
Anu Nissinen
President and CEO, Sanoma Entertainment
Sanoma Capital Markets Day
12 October 2010
Agenda
Sanoma Entertainment today
Convergence
Sanoma — DNA co-operation
3 horizons of growth
CMD 2010 / Anu Nissinen
12.10.2010
2
Sanoma Entertainment’s operations
BUSINESS OPERATIONS
Free-to-air TV
Online gaming
Free-to-air Radio
Pay TV
Online TV
+ DNA OWNERSHIP
21% of
12.10.2010
3
Sanoma Entertainment’s present businesses
Commercial TV and Radio
• A strong multimedia portfolio
combining TV, Radio and Online
• Commercial viewing share in
the 10–44 target group
36.1% (#2)
(33.6%)
• Share of the Finnish TV
advertising market
34.1% (#2)
(33.5%)
• Share of radio listening in the
9–44 target group
14.1% (#4)
(15.4 %)
• Share of the Finnish radio
advertising market*
13.6% (#3)
(12.7%)
• Strong position and share of
online video advertising
10m video ad
impressions / month
* Excluding local advertising
All shares 1H/10 (vs. 1H/09)
12.10.2010
4
Sanoma Entertainment’s present businesses
Online Gaming
••Market
Marketleader
leaderin
inFinland
Finland
••Pelikone
Pelikone#1
#1gaming
gamingsite
sitein
inFinland
Finland
••Älypää
Älypää#1
#1trivia
triviasite
sitein
inFinland
Finland
••Liigapörssi
Liigapörssi#1
#1fantasy
fantasyleague
leaguein
inFinland
Finland
••35%
35%revenue
revenuegrowth
growthexpected
expectedin
in2010
2010
••International
Internationalexpansion
expansionunderway
underway
12.10.2010
5
Sanoma Entertainment’s financials 1H10
Net sales
EBIT excluding non-recurring items
50
9
40
EUR million
40 42
45
41
41
8
8
7
35
EUR million
7
6
6
6
30
5
20
4
4
4
3
2
10
1
0
0
1Q
2Q
2009
3Q
2010
4Q
1Q
2Q
2009
3Q
4Q
2010
12.10.2010
6
Agenda
Convergence
12.10.2010
7
TV Business environment is changing
IP
IPand
andonline
onlineTV
TVfinally
finallyemerging
emerging
••Operators
Operatorspushing
pushingIPTV
IPTVofferings
offerings
••Content
Contentholders
holdersand
andbroadcasters
broadcasters
pushing
online
TV
platforms
pushing online TV platforms
••TV
TVmanufacturers
manufacturerspushing
pushing
connected
TVs
connected TVs
New
Newcompetition
competitionin
inPay
PayTV
TV
••New
Newnetwork
networkoperators:
operators:DNA
DNA&&
Anvia
Anviato
tocompete
competewith
withDigita
Digita
••New
Newpay
payTV
TVplatform
platformoperators:
operators:
Digita
and
DNA
to
compete
Digita and DNA to competewith
with
Plus
TV
Plus TV
More
Morelicences
licencesavailable
available
••Developing
Developingtechnology
technologyenables
enablesan
an
increasing
number
of
licences
increasing number of licences
••Hybrid
Hybridsolutions
solutionsemerging
emergingfor
for
terrestrial
TV
and
IP
platforms
terrestrial TV and IP platforms
HDTV
HDTVis
isbecoming
becomingmainstream
mainstream
••Over
Overhalf
halfof
ofall
allTVs
TVssold
soldare
areFull
FullHD
HD
••HDTV
HDTValready
alreadymainstream
mainstreamin
in
satellite
and
growing
in
cable
satellite and growing in cable
••Terrestrial
TerrestrialHDTV
HDTVsoon
soonto
tobe
be
launched
launched
12.10.2010
8
Convergence is happening on multiple dimensions
1
Consumer
Consumerbehaviour:
behaviour:
Changing
Changingviewing
viewinghabits
habits
into
consuming
video
into consuming video
(and
(andother
othercontent)
content)
online
&
on
demand
online & on demand
2
3
Devices:
Devices:Manufacturers
Manufacturers
launch
launchconsumer
consumerdevices
devices
that
combine
linear
that combine linearand
and
digital
media
digital media
Services
Servicesand
andplatforms:
platforms:
Different
Differentplayers
playersin
inthe
the
value
chain
build
new
value chain build new
converged
convergedservices
services
12.10.2010
9
Consumer behaviour:
TV viewing stronger than ever
1
256
251
247
262
262
196
199
197
211
209
98
99
91
97
92
120
88
91
160
143
145
140
138
137
143
146
172
173
200
169
169
166
177
176
240
203
209
280
257
257
Time spent watching TV (Finnish population by age group)
Min / day
80
40
0
10+
10-24
'05
25-44
'06
'07
'08
'09
45-64
1-8 '09
65+
1-8 '10
Source: Finnpanel
12.10.2010
10
Consumer behaviour:
Multiscreen TV audience is growing fast
1
European TV use by screen type (% of viewers)
2007
TV, PC and
mobile
4%
TV and
mobile
1%
2009
TV, PC and
mobile
9%
TV and
mobile
3%
None
2%
None
1%
TV and PC
15%
TV and PC
25%
TV only
80%
TV only
63%
Source: Forrester 04/2010
12.10.2010
11
Consumer behaviour:
Time spent viewing online videos keeps on growing
1
Min / day
Time spent viewing online video by average viewer in the US
30
25
20
15
Aug 2010 statistics:
• 178 Million unique viewers (2009: 161 Million)
• 28 min / day per viewer (2009: 19 min)
• Average length of video 4.8 min (2009: 3.7 min)
• Hulu (with long form content) generated over
20% of all video ad viewings in the US with a
frequency of 30.2 ads per viewer
10
5
0
Jan Mar May Jul Sep Nov Jan Mar May Jul Sep Nov Jan Mar May Jul Sep Nov Jan Mar May Jul
07 07 07 07 07 07 08 08 08 08 08 08 09 09 09 09 09 09 10 10 10 10
Source: ComScore 08/2010
12.10.2010
12
Devices: Major brands have launched connected
TVs that bring online and linear television together
2
SONY
SAMSUNG
PANASONIC
LG
PHILIPS
12.10.2010
13
Devices: Tablets are bringing along the mobile
aspect and new multimedia concepts
2
APPLE
ASUS (Q1/2011)
SAMSUNG
HTC (Q1/2011)
RIM
LG (Q1/2011)
…
12.10.2010
14
Devices & behaviour:
Consumers expect to watch videos with tablets
2
“What would you expect to use on your tablet?”
Web browser
84%
90%
86%
81%
Email
74%
73%
Video (TV/Movie)
65%
65%
Music
60%
56%
User-generated content
58%
61%
Personal photo
45%
43%
Video games
0%
10%
20%
30%
40%
50%
Worlwide
60%
70%
80%
90%
100%
US Median
Source: BCG 08/2010
12.10.2010
15
Devices: BluRay players, game consoles, STBs are
also bringing online content to the living room
2
GAME
CONSOLES
BLURAY
PLAYERS
ONLINE
MEDIA
PLAYERS
HYBRID
STBs
12.10.2010
16
Services: Different players in the value chain build
new converged services
3
12.10.2010
17
However, it is also about convergence of different
media
CROSS-PLATFORM CONTENT
CROSS-PROMOTION
CROSS-TRAFFIC
12.10.2010
18
Media is changing more than
ever before. Media is more
interesting than ever before.
We are part of the change.
12.10.2010
19
TV/Video is becoming a natural part of all online
content
Entertainment
News
Culture
12.10.2010
20
Case example: Embedded video
Story
Storyin
inwww.iltasanomat.fi
www.iltasanomat.fi
••For
Forexample,
example,description
descriptionof
oflast
lastnight’s
night’s
hockey
game
hockey game
Display
Displayads
adson
onthe
thesite
siteby
byIlta-Sanomat
Ilta-Sanomat
Embedded
Embeddedvideo
videofrom
fromRuutu.fi
Ruutu.fi
••For
Forexample,
example,aahighlight
highlightvideo
videoof
ofthe
thegame
game
that
starts
by
clicking
that starts by clicking
Video
Videoads
ads(pre-roll
(pre-rolletc.)
etc.)by
byRuutu.fi
Ruutu.fi
12.10.2010
21
Embedded video offers also multiple entry points to
social media
12.10.2010
22
Case example: Fantasy sports
Editorial co-operation
Promotion and crosstraffic
Cross-selling and crosspromotion
Video service and
player
Statistics shown during the
live game on TV
(early 2011)
12.10.2010
23
Case example: Miljonääriäidit
Website
Website
Unique viewers
Unique viewers
(6.9.-30.9)
(6.9.-30.9)
83,815
83,815
online
online
pre-viewing
pre-viewing
First
Firstbroadcast
broadcast
Wed
Wed22.9.
22.9.
Re-run
Re-run
Sat
Sat25.9.
25.9.
Re-run
Re-run
Sun
Sun26.9.
26.9.
online
online
catch-up
catch-up
Full episode
Full episode
(15.-22.9.)
(15.-22.9.)
Live viewing
Live viewing
Live viewing
Live viewing
Live viewing
Live viewing
82,719*
82,719*
188,000*
188,000*
75,000*
75,000*
103,000*
103,000*
Full episode
Full episode
(22.-29.9.)
(22.-29.9.)
54,909*
54,909*
Clips
Clips
(1.-22.9.)
(1.-22.9.)
Time-shifted
Time-shifted
Time-shifted
Time-shifted
Time-shifted
Time-shifted
47,000
47,000
7,000
7,000
18,000
18,000
Clips
Clips
(22.-30.9.)
(22.-30.9.)
171,966
171,966
95,175
95,175
* Average number of viewers
12.10.2010
24
Case example: Ruutu.fi on PS3 and iPad
PS3 version to be launched in 4Q/10
iPad pilot to be launched in 1H/11
12.10.2010
25
Agenda
Convergence
12.10.2010
26
Who reaches the new media consumer?
Content
owner /
creator
Content
aggregator
Content
bundler
Platform
operator
Hardware /
software
provider
Convergence of Media &
Telecommunications
12.10.2010
27
Sanoma – DNA co-operation
• Development within online media
consumption, mobility and devices is
very fast and offers several cooperation opportunities.
• The most natural areas for cooperation are in combining online
media assets and new platforms and
devices.
• Target setting is to offer new, easy
and interesting ways to consume
media with new technology.
12.10.2010
28
Agenda
Convergence
12.10.2010
29
Our future involves growth in 3 horizons
HORIZON
HORIZONII
Multimedia
Multimediawithin
withinSE
SE
HORIZON
HORIZONII
II
Combining
Combiningmedia
mediaassets
assets
across
Sanoma
across Sanoma
HORIZON
HORIZONIII
III
Leveraging
Leveraginginnovations
innovations
and
assets
in
and assets inmultiple
multiple
markets
markets
12.10.2010
30
Let us entertain!
Thank you.
12.10.2010
31
APPENDIX
Targeted channels still gaining share
Channel shares of viewing (Finnish population 10+)
100%
Others
10+
90%
9.3%
Nelonen Media
10+
14.6%
25-44
22.5%
80%
70%
MTV Media
10+
29.1%
25-44
34.9%
60%
50%
40%
30%
Yle
10+
25-44
20%
47.2%
32.4.%
10%
0%
'95
'96
'97
'98
'99
'00
'01
'02
'03
'04
'05
'06
'07
'08
'09
1-8 1-8
'09 '10
Source: Finnpanel
12.10.2010
33
Finnish TV ad market is back on the growth track
Year-on-year growth of the Finnish TV ad market
20% 18.2%
Market size 2009
€ 237 Million
15%
12.1%
9.7%
9.6%
10%
8.4%
7.4%
5.2%
5%
2.5%
3.1% 3.0%
2.0% 1.9%
2.7%
1.8%
0%
-5%
-8.0%
-10%
-11.6%
-15%
'95
'96
'97
'98
'99
'00
'01
'02
'03
'04
'05
'06
'07
'08
'09
1-8'10
Source: TNS Gallup
12.10.2010
34
Online display/classified ad market is also back on
the usual growth track
Year-on-year growth of the Finnish online display/classified ad market
60%
55.2%
Market size 2009
€ 77 Million
50%
40%
30%
35.3%
31.9%
34.2%
30.4%
25.0%
27.2%
20%
13.3%
10%
0.0%
0%
-2.0%
-10%
'01
'02
'03
'04
'05
'06
'07
'08
'09
1-8'10
Source: TNS Gallup, IAB Finland
12.10.2010
35

Nissinen_CMD 2010

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