Over-The-Top Video
and
Mobile Video TV
HPA
February 17, 2010
Gary Arlen
Arlen Communications Inc.
www.ArlenCom.com
Over The Top Television
Internet-delivered TV
230 million (global) “Web-enabled stationary CE devices” by 2013
• Up from 32 million in 2009 (global)
– Game consoles, Blu-ray players + TV sets
• 500+ million devices (including mobile/portable)
Half of global HH will have Web-enabled device by 2013
• 20% are so equipped today
Used for catch-up and VOD viewing
• Original content?
Source: In-Stat, Jan. 2010
(c) 2010 Arlen Communications Inc.
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OTT: Where the Shows Are
Internet video providers have made deals with TV
set makers and providers of other access devices.
Selected examples (January 2010):
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Sources: Screen Digest, Parks Associates, Arlen Communications Inc.
(c) 2010 Arlen Communications Inc.
3
Overall Online Video Usage (U.S.)
•
Unique Viewers
(000)
Total Streams
(000)
Streams per
Viewer
Time per
Viewer (min)
Yearover-Year
Jan-10
Monthover-Month
142,668
5.2%
3.8%
11,061,458
5.8%
3.1%
77.5
0.5%
-0.8%
188.7
5.7%
-2.3%
Source: The Nielsen Company, Feb 2010
(c) 2010 Arlen Communications Inc.
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~90% of
Internet
users watch
online video
Source: comScore Jan 2010
ALTERNATIVES:
Over-the-Top Video
• Developing new revenue models
• HULU will charge for shows next year
• Disney “KeyChest” - multi-platform
• Next-generation Apple TV?
• What’s next for Boxee, Sezmi, Vudu, etc.
• Failure of Veoh?
• What kinds of video?
(c) 2010 Arlen Communications Inc.
6
TV Widgets
• On-screen info and show supplements
• Ad opportunities/enhancements
• Web-enabled TV sets
2009: 400,000
2013: 13.8 million
Source: Parks Associates, Sept. 2009
• 76% of consumers believe that having a widget dock
on primary TV set would be “valuable”
Source: The Diffusion Group, September 2009
• Each family member can build custom widgets
• Yahoo, Google, others supplying developer kits
(c) 2009 Arlen Communications Inc.
7
Broadband Tries to Stay Competitive
• Making a comeback with
screen widgets
on-
• Viewers can buy widgets, just like Apps
– Program enhancements
– Additional information and ads
– Participatory TV
– AT&T uVerse:
• Dallas
your camera angle
.
• Sports events
• Similar to ACTV, Videoway
of 1990s
(c) 2009 Arlen Communications Inc.
pick
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Over The Air Mobile Video
Competing products arriving
simultaneously
Consumer confusion
OMVC
• Sustaining the Broadcast model
FLO TV
• Super Bowl commercials
Mobile Internet
• Olympics commercials
• iPhone/iPad video options
(c) 2010 Arlen Communications Inc.
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Coming Up
• FCC National Broadband Plan
• Due to Congress March 17
• Integrates spectrum issues
• Inevitable court/Congress review
• “Spectrum grab”
• Inevitable use of airwaves
• Long term impact
• Serving viewer appetites
• Or business objectives?
(c) 2010 Arlen Communications Inc.
http://reboot.fcc.gov/
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