Zoo Digital Group Plc · LSE:ZOO
Zoo Digital — Shareholder Meeting (September 2018)
25 slides from Zoo Digital's shareholder meeting presentation, September 2018
Slide 1: ZOO Digital Group plc Investor Briefing
ZOO Digital Group plc Investor Briefing September 2018 September 18 1
Slide 2: Agenda
Agenda • Results for the year to March 2018 • Business overview, market context and update • R&D strategy and approach • Demonstration • Q&A September 18 2
Slide 3: Disclaimer
Disclaimer This document has been prepared by ZOO Digital Group plc (the “Company”) solely for presentation purposes. It should not be reproduced, redistributed or passed to any other person. This document is being solely issued to and directed at (i) persons having professional experience in matter
Slide 4: Business Overview, Market Context & Update
Business Overview, Market Context & Update Stuart Green, CEO September 18 4
Slide 5: Cloud-powered subtitling, dubbing and distribution for the global TV and movie industry
Cloud-powered subtitling, dubbing and distribution for the global TV and movie industry September 18 5
Slide 6: Key Performance Indicators
Key Performance Indicators September 18 6
Slide 7: Strategy
1. Innovate September 18 3. Affiliates 2. Scale Strategy 4. Partnerships 7
Slide 8: Favourable Market Dynamics
Favourable Market Dynamics • Growth in consumer demand for OTT services leads to… • Growth in • Content • Channels • Languages September 18 8
Slide 9: Forecasted on-going transition from physical to digital
Forecasted on-going transition from physical to digital No. of worldwide OTT subscribers in millions Western Europe €bn Source: IHS Markit 9
Slide 10: Growth in Content Budgets
Growth in Content Budgets Source: IHS Markit September 18 10
Slide 11: Growth in Number of On-Demand Audiovisual Services
Growth in Number of On-Demand Audiovisual Services UK (189) Originating Country USA (specific European services) (123) 1,188 on-demand audiovisual language services Netherlands (119) delivered by 544 organizations France Source: Poland (41) (90) from/for 43 http://mavise.obs.coe.int Sweden (43) Russ
Slide 12: Growth in Target Languages
Growth in Target Languages Albanian German Montenegrin Arabic Hungarian Norwegian Armenian Icelandic Persian Bosnian Indonesian Polish Bulgarian Italian Portuguese Catalan Japanese Romani 48 languages Croatian Kazakh Romanian delivered by 544 on- Czech Korean Russian Danish Kyrgyz Serbian demand aud
Slide 13: Media Localisation Market Size
Media Localisation Market Size MESA Europe, June 2017* Slator, August 2018† • EMEA spend $2bn • Global spend $1.86bn • Dubbing 70% of market • EMEA approx. 50% of • Growth 8-10% pa market • Growth 13% pa for next three years * https://www.mesalliance.org/2017/06/27/study-emea-content-localization-se
Slide 14: H1 Trading
H1 Trading • Expanded offering well received by the market • H1 revenues at least 17% higher than prior year • Full year performance expected to be in line • Cloud dubbing main contributor to growth • Temporary disruption of subtitling supply chain • Continued investment in capacity • Affiliate part
Slide 15: ZOO R&D strategy and approach
ZOO R&D strategy and approach Chris Oakley, VP Software Engineering September 18 15
Slide 16: We make our own software
ZOO R&D strategy and approach We make our own software 16+ years supplying the entertainment industry September 18 16
Slide 17: We do it in an agile way
ZOO R&D strategy and approach We do it in an agile way • Incremental improvements • Able to react to change • Quicker to market September 18 17
Slide 18: We make systems that talk to each other
ZOO R&D strategy and approach We make systems that talk to each other • All part of the same ecosystem • Automation of laborious tasks • Improves quality September 18 18
Slide 19: ZOO R&D strategy and approach
ZOO R&D strategy and approach September 18 19
Slide 20: Dubbing Done Differently
ZOO R&D strategy and approach Dubbing Done Differently • Commercially proven cloud dubbing platform • Cloud based product allows for faster turnaround times without compromising quality September 18 20
Slide 21: Virtual Dubbing Studio
ZOO R&D strategy and approach Virtual Dubbing Studio • Distributed recording locations • Improved convenience for dubbing directors and voice artists September 18 21
Slide 22: Technology enables us to assure quality
ZOO R&D strategy and approach Technology enables us to assure quality • Automatically test recording environments • Every recording is assessed for quality • Eliminate missed recordings • Rigorous QC process managed by ZOOcore September 18 22
Slide 23: Managing Change
ZOO R&D strategy and approach Managing Change • Delta fingerprints video and automatically determines the differences between versions • Changes are adopted by ZOOdubs, ZOOsubs and ZOOscripts seamlessly September 18 23
Slide 24: Our offering of production services delivered using proprietary software
ZOO R&D strategy and approach Our offering of production services delivered using proprietary software gives an attractive proposition for our clients This enables us to keep ahead in an ever-changing industry September 18 24
Slide 25: Demonstration
Demonstration Julian Day, Director Business Development Mazin Al-Jumaili, Director Business Development September 18 25
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