uwe placzek
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FTTH Conference Europe 2012Munich, 14 Feb 2012TRANSCRIPT
Uwe Placzek, CEO Acetrax
'Direct access from the TV to the internet is the greatest trend of this year's IFA and could lead to groundbreaking changes in the business of device and TV manufacturers in the coming years‘
Financial Times Germany, 02 Sep 2011
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Confidential and Proprietary
• Blu-ray and Digital replace a fast-declining DVD business in an overall stable € 10bn home entertainment market
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Home Entertainment in Europe
0
2
4
6
8
10
12
2010 2011 2012 2013 2014 2015 est.
Mobile Video
Internet Video
TV/ BD player-based VoD
BD
DVD
Source: Futuresource Consulting, 2010
Confidential and Proprietary
Entirely new players enter the field
0%
10%
20%
30%
40%
50%
2006 2007 2008 2009 2010 2011 2012 2013
Hou
seh
old
Pen
etra
tion
(%
) Games Consoles Pay-TV STB/PVR*Digital Media Adaptors TV DisplaysBlu-ray Live Players
2013 Household Penetration
Western Europe
Digital Media Adaptors
Pay-TV STB/DVR
BD Players
*Pay-TV STB/PVR includes all boxes with Ethernet input across IPTV/Cable/Satellite.
TV Displays
45%
43%
36%
25%
7%
Source: Futuresource Consulting, 2010
• Smart TVs, BD Players and Game Consoles are key access enablers
• Digital Media Adaptors can address households with no Smart devices
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Game Consoles
Confidential and Proprietary
Who will ‘own’ the household?
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Confidential and Proprietary
0
5
10
15
20
25
30
2005 2006 2007 2008 2009 2010
Comcast Netflix
Mill
ion
subs
crib
ers
The Netflix Success Story – rival to big telcos like Comcast • In the last three years Comcast subscribers have declined on
average 1.7% per year
• In the same period, Netflix subscribers have more than doubled
6 Source: Diffusion Group, March 2011
Confidential and Proprietary
Some figures ... • North America: 32.7% of peak downstream traffic = Netflix The largest source of Internet traffic overall!
• Europe: Largest single component of both upstream (59.7%) and downstream (21.6%) Internet traffic = BitTorrent
And where is legal?
• Churn: Netflix Streamers likely to downgrade their PayTV service increased from 16% in 2010 to 32% in 2011
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Source: Sandvine, May/Fall 2011
Source: Diffusion Group, March 2011
Confidential and Proprietary 8
Real-time entertainment over the Internet – boon and bane
Confidential and Proprietary
Home entertainment is at a step change
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Confidential and Proprietary 10
Confidential and Proprietary
• Broad availability of highspeed Internet
• New generation of Smart TVs, powerful Tablets and other devices hit the market
• Services are pre-installed on the devices – easy to use
• Direct to TV services become independent from Cable or Internet carriers
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We heard that 10 years ago; why it happens now?
Delivery of Internet video to the TV will grow nearly six-fold in the next five years, from $1.2 billion in 2009 to $8.6 billion in 2014. Source: Parks Associates 2010
'Direct access from the TV to the internet is the greatest trend of this year's IFA and could lead to groundbreaking changes in the business of device and TV manufacturers in the coming years‘
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2011:
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2006:
Confidential and Proprietary
Our company
• Founded in 2006
• Based in Zürich
• Premium VOD operator
• Pan-European licenses with major content providers
• Partner with large international CE brands for Embedded Apps
• Independent – Privately owned and financed
Picture © Zürich Tourism 14
Confidential and Proprietary
Our approach
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Confidential and Proprietary
‘SuperMAM’ – key for efficiency and scale
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• Multi-territory, multi-language, multi-device, multi-tenant
• Manages all digital content formats (pictures, audio, video, games, documents or software)
• Key to combine home entertainment and e-retail (merchandise option)
• Service aggregation, channeling-in of e-retail partners and ad-server integration all possible in one place
• Limitless expansion possibilities to more countries, more content and more devices
• Key-IPRs owned by Acetrax
Ad server integration
Open API for affiliated parties
Channelling-in of e-retailers
Premium TV channels
(encrypted)
Aggregated Web contents
Premium VOD content
User & account management
Device & UI handling
Controlled, unified access to full range of devices
Confidential and Proprietary
Customer freedom through Cloud
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Confidential and Proprietary
Leading Studios‘ and local content
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Confidential and Proprietary
Pan-European coverage • Service available already in 7 key European markets
• Covering 120 million households
• Potential to expand rapidly across other jurisdictions
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Confidential and Proprietary
Broad market access through Embedded Apps
• Deals in place with more than 70 CE brands
– All major TV brands under contract; in discussion with Sony
– Smart TVs, BD players, set-top boxes (incl. hybrid), tablets, smartphones and computers (incl. Apple)
• Webshop addresses 80 million broadband households today
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3 8
16
30
42
60
2010 2011 2012 2013 2014 2015
Smart TV / BD: Acetrax App installed base
in 7 existing markets (in mn)
Source: Acetrax composite CE manufacturers
Confidential and Proprietary
Cloud-based VOD directly to people‘s homes
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Confidential and Proprietary
Acetrax ‘Best App’ on LG and Panasonic
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Confidential and Proprietary
4 Stars from Stuff magazine
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Confidential and Proprietary
Great – and us?
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Confidential and Proprietary
The mission:
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Conversion!
Confidential and Proprietary
The core question:
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Dumb pipe – or not?
Confidential and Proprietary
Where ‚Last Mile‘ meets ‚Over-the-Top‘
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• QoS • Billing
Confidential and Proprietary
What we can do for you
1. Help to upsell last-mile capacity (through HD, 3D)
2. Make you money with VOD – positive EBITDA from day one!
3. Help to fight disintermediation 4. Make you stay within the revenue streams of the
new digital home entertainment era
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Confidential and Proprietary
Thank you!
Uwe Placzek, CEO
Acetrax AG
+41 79 500 8336
www.acetrax.com
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