1 / 7

Grouper: Competitive Landscape and Alternative Growth Strategies DRAFT

Grouper: Competitive Landscape and Alternative Growth Strategies DRAFT. Distinct Service Categories Formed at the Outset of Digital Video. Social Network. User Generated Video (UGV). Store. Channel. Promotional.

ksheffield
Download Presentation

Grouper: Competitive Landscape and Alternative Growth Strategies DRAFT

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Grouper: Competitive Landscape and Alternative Growth Strategies DRAFT CONFIDENTIAL

  2. Distinct Service Categories Formed at the Outset of Digital Video Social Network User Generated Video (UGV) Store Channel Promotional • Allow audience to watch and share videos created and uploaded by users • Primarily advertising based revenues • Online communities enabling interactivity between users • Primarily advertising based revenues • Aggregate video across providers for purchase • Includes sell-thru, rental, and subscription • On-demand videos programmed in channels or on a show-by-show basis • Advertising supported, with some upsell to subscription • Short video clips promoting the site owner’s content, merchandise, and brand • May include some advertising and limited commerce capabilities

  3. Players with the Largest Audience are Acquiring to Broaden their Offerings, Blurring the Line Between Service Categories Original Focus Areas of Expansion Service • Store • UGV – Acquired YouTube for $1.6BN • Social Network • UGV – Launched MySpace Videos • Channel – Fox Full Throttle • Store – Download-to-own Episodes • Channel (e.g., Music Videos on Yahoo! Music) • UGV Tools – Acquired JumpCut • UGV Content – CurrentTV Partnership

  4. Players with Smaller Online Audiences are Gaining Traction through Increased Focus on Key Service Differentiators Service Focus Area • Attract high quality “prosumer” videos by offering cable distribution • Attract high quality UGV through revenue sharing • Offer easy-to-use tools for online video creation and editing • Provide robust video sharing infrastructure and turn-key offering for syndicators

  5. The Evolution of Digital Video May Follow Other Media Markets Media Markets Traditionally Support 3 to 5 Broad Offerings with Mass Appeal and a Variety of Targeted Services TV Networks Online Information ABC NBC CBS Fox Yahoo! Google MSN AOL Mass Appeal Mass Appeal Audience Audience HGTV CourtTV Speed Channel History Channel E! A&E Lifetime Cartoon Network CNN.com ESPN.com Weather Channel Consumer Reports New York Times CNET Targeted Targeted Depth Breadth Depth Breadth Content / Service Offering Content / Service Offering

  6. Moving Grouper to Leadership Through Breadth or Focus Dictates Distinct Expansion Priorities Scale / Breadth Mass Traffic Mass Content Adjacent areas (e.g., Social Networking) • Winning through scale may require a significant investment in distribution and acquisitions • Exclusive distribution partnerships with leading online destinations • Large scale acquisitions to acquire audience • Multiple acquisitions to address adjacent markets (e.g., Social Networking, Video Editing) • Large, dedicated cross-Sony marketing budget Focus Targeted Content Offers Differentiated Technology • Winning through focus may be more achievable organically through alignment of content and technology • Build well-programmed, targeted channels • Invest in clearances for SPE content to ensure channel depth • Acquire and / or license rights to targeted content libraries • Invest in development of differentiated technologies to address needs of core audience • Address needs of prosumers through ties to Madison Media Software’s best-in-class, high-end video editor • Develop or acquire easy-to-use online video editor

  7. 1 Potential Acquisition Candidates Audience + Content Break.com (3.3) eBaum’s World (3.0) Bolt.com (2.9) Heavy.com (2.7) 3 Content College Humor (0.9) JibJab (0.6) SingingFool/VideoDetecitve Broadband Sports (0.1) RocketBoom(0.04) Ruckus (0.02) Revision3 (0.02) Channel 101 (0.02) Audience AddictingClips (1.9) DailyMotion (0.8) vMix (0.8) vidiLife (0.8) ManiaTV (0.6) Revver (0.5) Vimeo (0.5) Audience + Functionality PhotoBucket (12.0) Roo Media (N/A) Six Apart (10.4) Image Shack (9.3) Xanga (5.5) Reunion (4.7) MetaCafe (3.1) Digg (2.1) Friendster (1.0) Tagged (0.8) 4 2 Functionality Meetup (0.7) Piczo (0.5) Text America (0.5) Imeem (0.2) VideoEgg (0.2) eyeSpot (0.2) MotionBox (0.2) Famster (N/A) Content + Functionality Pure Video (0.9) Castpost (0.2) Now Public (0.09) Bix (0.08) Blip.tv (0.06) Dave.tv (N/A) 5

More Related