confidential spe service opportunities high-level overview draft
TRANSCRIPT
CONFIDENTIAL
SPE Service OpportunitiesHigh-level Overview
Draft
page 2
Traditional Studio Content and Distribution Businesses are Fragmenting
Studio
User Generated
Games
On-demand
Linear
Broadcast
Cable
Satellite
IP
Wireless
Television
PC
Portable Media Player
Game Console
Mobile Phone
EstablishedEmerging
Content Production Delivery InfrastructureContent Services Playback Devices
page 3
Hypothesis for High Level Focus Areas
Studio
User Generated
Games
On-demand
Linear
Broadcast
Cable
Satellite
IP
Wireless
Television
PC
Portable Media Player
Game Console
Mobile Phone
EstablishedEmerging
Content Production Delivery InfrastructureContent Services Playback Devices
SPE Focus on Content and Adjacent Service Businesses
Third Party Partnerships
Sony Hardware
page 4
Growth Potential by Content and Service Type
Studio
User Generated
Games
Content Production Content Services
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
Amateur:
2006: $X2009: $XCAGR: X%
“Prosumer”
2006: $X2009: $XCAGR: X%
Linear
On-demand2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
Linear
On-demand2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
Linear
On-demand2006: $X2009: $XCAGR: X%
•Nascent market with early signs of potential–Current / Yahoo! as early entrants–No dominant player in place
•Large, established market with limited growth potential
•No established market, questionable potential
•Early stage with significant growth–Investment focus for studios–Early validation for advertising opportunities
•Early stage with significant growth–Infrastructure now in place–User adoption accelerating
•Continued growth opportunities–Mobile, PC, and console games
Considerations
Initial e
stimates of m
arket size complete
Refining before in
cluding here
page 5
Hypothesis for Detailed SPE Focus Areas
• Original content production
• Repurpose library, archives, and stock footage
• Extensions of in-market properties
• User generated video (entry-level and “prosumer”)
• Third-party aggregated
• Branded/ad-based
Content Owned Services
Ad Sales
• Syndicated digital video service for online affiliates, offering:
– Programming of original SPE content and 3rd party aggregated content
– Technology (video player, server)
– Bundled ad sales
• TV affiliate web sites as early customer base
Business-facing
• Grouper for user generated video
• Grouper / Backlot for “prosumer” video
• Grouper and/or new services for ad-supported premium content
• Grouper and/or new services for sell-through premium content
Consumer-facing
• Advertiser driven content– New forms of short,
tailored ads– Sponsor contests for
user created ads
• Ad sales for affiliates
• Online ads pre-sold against syndicated online channels
• Ads sold against Grouper & other owned inventory
• Allow advertisers to target ads; track impressions