Viaplay Group Ab Class A · OMXSTO:VPLAY_A
Viaplay Group Ab Class A — NENT Group — Investor Day (2019)
25 slides from Viaplay Group Ab Class A's investor day presentation, 2019
Slide 1: the best storytelling experiences
the best storytelling experiences Jakob Mejlhede Andersen group head of content #alwayson nentgroup
Slide 2: a unique content offering…
a unique content offering… sport nordic originals series movies kids unscripted
Slide 3: …monetised across multiple windows
…monetised across multiple windows life of a movie from release to library months 3.5 6 18 30 42 +60 NENT cinema TVOD/EST 1st pay 2nd pay free-TV library
Slide 4: digital viewing is becoming the norm…
digital viewing is becoming the norm… +18% +13% growth in minutes of online video… growth in SVOD penetration -5% fall in linear viewing sources: mediavision fall 2018, tns gallup, mms, finnpanel; pertaining to the nordic countries
Slide 5: …with viewing increasing across the board
…with viewing increasing across the board minutes viewed on viaplay (indexed) cagr cagr +19% +19% cagr cagr +12% +11% 2016 2017 2018 kids movies series sports
Slide 6: staying ahead of the curve
staying ahead of the curve 1. successful multi-platform buying 2. building 360 o relationships 3. creating digital first content 4. pursuing category leadership 5. focus on nordic storytelling 6. moving closer to IP creation
Slide 7: 1. successful multi-platform buying
1. successful multi-platform buying
Slide 8: optimising content acquisition deals
optimising content acquisition deals scalability flexibility fixed content costs usage across windows and platforms cross-business sublicensing leverage optimisation
Slide 9: 2. building 360 relationships
o 2. building 360 relationships
Slide 10: building 360 relationships
o building 360 relationships viacom fox ad sales SVOD AVOD TVOD PTV FTV channel carriage
Slide 11: 3. creating digital first content
3. creating digital first content
Slide 12: monetisation in a changing landscape
monetisation in a changing landscape AVOD-platform on-the-go content meeting demand established brand from younger- skewing audience exclusive content talent branded content curated for brands maximum impact in a dedicated insight audience
Slide 13: 3. pursuing category leadership
3. pursuing category leadership
Slide 14: pursuing category leadership
pursuing category leadership strength in content offering sport nordic originals series movies kids unscripted
Slide 15: taking pole position in movies
taking pole position in movies new new 1st pay window 2nd pay window
Slide 16: new MGM and NBCU deals
new MGM and NBCU deals movies movies series series sublicensing movies to free TV market distribution channel carriage
Slide 17: 5. focus on nordic storytelling
5. focus on nordic storytelling
Slide 18: ambitious nordic original programming
ambitious nordic original programming 2019 …to ~20 originals 2016 going from 3…
Slide 19: originals deliver on multiple fronts
originals deliver on multiple fronts acquired originals performance flexibility in rights exploitation viewing performance on VOD catering to nordic taste x control secure pipeline creative control x no dependence on studios x finance equity IP ownership x license period x cost control x share of di
Slide 20: …and have a bigger impact on viewing than acquired content
…and have a bigger impact on viewing than acquired content 7/10 * new top performing series in 2018 were originals looking at performance during first 4 weeks on viaplay *current acquired first season vs original first season
Slide 21: 6. moving closer to IP creation
6. moving closer to IP creation
Slide 22: extracting more value through IP creation
extracting more value through IP creation IP sourcing/creation inhouse capabilities partnerships
Slide 23: leveraging our presence in the value chain
leveraging our presence in the value chain streaming & IP development production distribution broadcasting internal STUDIOS external
Slide 24: to create enhanced experience and value
to create enhanced experience and value multi-platform 360 o digital first category nordic IP creation buying relationships content leadership storytelling staying ahead of the curve monetising on change with complete customer focus
Slide 25: Q&A
ft nordic ‘entertainment gfoue Q&A Follow us t £ Yo in} @nentgroup iv) @nent_group _nentgroup.com