Zoo Digital Group Plc · LSE:ZOO
Zoo Digital — Shareholder Meeting (September 2019)
13 slides from Zoo Digital's shareholder meeting presentation, September 2019
Slide 1: ZOO Digital Group plc AGM 2019
ZOO Digital Group plc 2018–2019 ZOO Digital Group plc AGM 2019 September 2019 www.zoodigital.com
Slide 2: Disclaimer
ZOO Digital Group plc 2018–2019 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 p
Slide 3: ZOO Digital Group plc
ZOO Digital Group plc 2018–2019 3
Slide 4: ZOO Digital Group plc
ZOO Digital Group plc 2018–2019 4
Slide 5: The OTT Market Today
ZOO Digital Group plc 2018–2019 The OTT Market Today • Current market dominated by OTT- Present first companies Studios • Content licensed from: • Major media producers (usually non-exclusively) • Independent studios (often exclusively) • Leading OTT operators create own OTT Services original conten
Slide 6: 2019-20: Transition of OTT Services
ZOO Digital Group plc 2018–2019 2019-20: Transition of OTT Services • A number of major media Future? producers are launching ‘Direct OTT Services including DTC to Consumer’ (DTC) services • Some have already announced their intention to discontinue licensing to other OTT providers • Others may foll
Slide 7: Hours of Content by Platform (US)
ZOO Digital Group plc 2018–2019 Hours of Content by Platform (US) Current US streaming catalogue sizes Total catalogue size of US studio (content hours)* streaming alignments (content hours)* 60,000 SVOD majors average 60,000 Disney+ & Hulu 42,000 hours Shown with 50,000 50,000 major studio 40,000 4
Slide 8: Vendor Selection by Large Buyers
ZOO Digital Group plc 2018–2019 Vendor Selection by Large Buyers* Ad-hoc Approved/ Primary engagement Preferred Vendor Vendor Appointment: Trialing new Selected following Selected from vendors RFP† preferred vendors following RFP† Work frequency: Sporadic projects Regular projects Regular projects V
Slide 9: Growth – Four Strategic Pillars
ZOO Digital Group plc 2018–2019 Growth – Four Strategic Pillars • INNOVATE – by creating value-adding cloud software technology • SCALE – through a freelance network • COLLABORATE – work with like-minded, world- class experts in media localisation, education and research • PARTNER – secure preferred
Slide 10: ZOOstudio Localisation Ecosystem
ZOO Digital Group plc 2018–2019 ZOOstudio Localisation Ecosystem Subtitling Client Captioning Dubbing Audio Description Metadata Artwork Digital Packaging Compliance Scripting ZOO A.N. Other Vendor 1 A.N. Other Vendor 2 ZOOsubs ZOOdubs ZOOcore ZOOhive ZOOvault ZOOscripts ZOOecho ZOOscreen 10
Slide 11: H1 Trading
ZOO Digital Group plc 2018–2019 H1 Trading • Anticipate H1 revenue in line with our expectations and broadly in line with comparable prior year period • Favourable revenue mix delivering improved gross margin • Backdrop of considerable industry change • Studio reorganisations • Delays in localizatio
Slide 12: Investment Summary
ZOO Digital Group plc 2018–2019 Investment Summary • Strategy – technology-first approach to media localisation • Scalability – cloud-based, agile, scales through partners and freelancers • Growth – large expanding international market still in its infancy • Culture – entrepreneurial and agile; stee
Slide 13: ZOO Digital Group plc www.zoodigital.com
ZOO Digital Group plc 2018–2019 www.zoodigital.com
ZOO Digital Group — Shareholder Meeting (September 2019) on 6ix