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Over-The-Top Video and Mobile Video TV HPA February 17, 2010

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)

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Over-The-Top Video and Mobile Video TV HPA February 17, 2010

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  1. Over-The-Top Video andMobile Video TVHPAFebruary 17, 2010 Gary Arlen Arlen Communications Inc. www.ArlenCom.com

  2. 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.

  3. 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): Sources: Screen Digest, Parks Associates, Arlen Communications Inc. (c) 2010 Arlen Communications Inc.

  4. Overall Online Video Usage (U.S.) (c) 2010 Arlen Communications Inc.

  5. ~90% of Internet users watch online video Source: comScore Jan 2010

  6. 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.

  7. 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.

  8. Broadband Tries to Stay Competitive • Making a comeback with on-screen widgets • Viewers can buy widgets, just like Apps • Program enhancements • Additional information and ads • Participatory TV • AT&T uVerse: • Dallas pick your camera angle • Sports events • Similar to ACTV, Videoway of 1990s . (c) 2009 Arlen Communications Inc.

  9. 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.

  10. 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? http://reboot.fcc.gov/ (c) 2010 Arlen Communications Inc.

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