styleguide prosiebensat.1 media ag...2015/11/06  · massive market growth in the upcoming years...

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Thomas Heise, October 10, 2012 maxdome

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Page 1: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 1

Thomas Heise, October 10, 2012

maxdome

Page 2: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 2

maxdome has reached a number of milestones

✔ More than 800,000 active maxdome users in 2012

✔ More than 50,000 premium videos online keep

maxdome the No. 1 in VoD content portfolio

✔ 7 out of 10 newly sold Smart TVs carry maxdome

Page 3: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 3

Digital video with strong growth potential – still only 10%

of total Video market in 2015

Digital video market Germany

[Turnover in EURm]

Source: PwC Entertainment and Media Outlook 2012-2016; own estimates

65

103

287

2015e 2012e 2011

CAGR +46%

90% 10%

Total video market Germany:

Stable at ~EUR 2.7bn

Page 4: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 4

2012e 2016e

Massive growth potential for maxdome due to strong growth

of Smart TV households

+250%

German SmartTV households¹ and active maxdome users p.a.²

[in million]

10

35

• 8% of Smart TV owners use

maxdome on their TV set

• Only growing in line with

market implies 2.8m active

maxdome households in 2016

maxdome users among German

households

2012e 2016e

2.8 0.8

1German households with at least one hybrid device (TV set, set-top box, bluray player or game console). 2User with at least one download p.a.

Source: GFK; own assumptions

Page 5: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 5

maxdome is market leader in the German VoD market

maxdome USPs

Source: GfK Panel Service Germany, 2012; n=652 VoD/ PpV; evaluation period: Jan – Jun; revenues in percent

27%

26% 19%

10%

0.5%

6%

2% 1%

0.5% 8%

other

TVoD

Market Share

2012

• Partnerships with all major OTT

brands

• Conversion from linear TV to non-

linear usage

• Synergies in content purchase

through P7S1

• Unique content portfolio with over

50,000 premium video titles

Page 6: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 6

maxdome has a unique content portfolio with more

than 50,000 titles

Page 7: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 7

Continuing extension of content portfolio

New feature film & library

deals for top blockbuster

offers

• Disney

• NBC Universal

• StudioCanal

• Telepool

• Constantin

• and many more…

plus: Library extension with more than 1,000 titles from FOX, Disney, Sony, Warner

Page 8: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 8

New studio deals for highly attractive TV series secure

maxdome’s leadership in content

TV series are highly

demanded by maxdome

users.

We are constantly extending

the portfolio to create long

term loyalty.

Top-tier TV series

Page 9: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 9

maxdome’s longtail content gives it a unique

competitive advantage

Page 10: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 10

Contracts with all major OTT partners make maxdome

available on >70% smart TVs and other devices

Source: GFK / own assumptions

Unique positioning

• maxdome available on >70% of sold

smart TVs

• 13m installed Smart TVs by end

of 2013

• Opportunities through

co-branded promotions

Page 11: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 11

While others are just starting, maxdome is already into

the second round: Release of Smart TV Version 2.5

Focus on user experience is key to growth

• Roll-out of new user-interface for Smart TVs

• Constant improvements to increase loyalty

• Relaunch of web portal

Page 12: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 12

Native apps and mobile portal enable content discovery

and usage on smartphones and tablets

maxdome goes mobile

• Upcoming maxdome apps for iOS

and Android will make…

• …maxdome available on

• 14m smartphones

• 2m tablets

Source: Bitkom

Page 13: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 13

maxdome is on its way to creating an exceptional

seamless user experience for a multitude of devices

Creating the maxdome universe

• Availability on 30m devices and

PCs by mid of 2013

• Exceptional user experience

will push digital video usage

Page 14: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 14

Key highlights

✔ maxdome is the frontrunner of establishing VoD

across all common entertainment devices

✔ maxdome has the richest content portfolio in the market

and P7S1 background ensures competitive advantage

✔ Massive market growth in the upcoming years creates

huge growth potential for maxdome

Page 15: Styleguide ProSiebenSat.1 Media AG...2015/11/06  · Massive market growth in the upcoming years creates huge growth potential for maxdome | October 10, 2012 Page 15 Disclaimer This

| October 10, 2012 Page 15

Disclaimer

This presentation contains "forward looking statements" regarding ProSiebenSat.1 Media AG ("ProSiebenSat.1") or ProSiebenSat.1 Group, including opinions, estimates and projections regarding ProSiebenSat.1's or ProSiebenSat.1 Group's financial position, business strategy, plans and objectives of management and future operations. Such forward looking statements involve known and unknown risks, uncertainties and other important factors that could cause the actual results, performance or achievements of ProSiebenSat.1 or ProSiebenSat.1 Group to be materially different from future results, performance or achievements expressed or implied by such forward looking statements. These forward looking statements speak only as of the date of this presentation and are based on numerous assumptions which may or may not prove to be correct.

No representation or warranty, expressed or implied, is made by ProSiebenSat.1 with respect to the fairness, completeness, correctness, reasonableness or accuracy of any information and opinions contained herein. The information in this presentation is subject to change without notice, it may be incomplete or condensed, and it may not contain all material information concerning ProSiebenSat.1 or ProSiebenSat.1 Group. ProSiebenSat.1 undertakes no obligation to publicly update or revise any forward looking statements or other information stated herein, whether as a result of new information, future events or otherwise.