Pccw Limited · HKEX:8
Pccw — Investor Presentation (May 2016)
37 slides from Pccw's investor presentation, May 19, 2016
Slide 1: PCCW Media Business Overview
PCCW Media Business Overview Janice Lee Managing Director PCCW Media Group Janice.hy.lee@pccw.com 1
Slide 2: Media Group
Media Group • PCCW Media is a leading media and entertainment provider headquartered in Hong Kong, offering a diverse service portfolio LEADING PAY TV DIVERSE DIGITAL CONTENT PLATFORM MEDIA PORTFOLIO LEADERSHIP Hong Kong Kong’ss largest Widest range of digital Strong production Pay TV provider media
Slide 3: Media Group at a glance
Media Group at a glance PCCW Li Limited it d Listed on HKSE (008) Market Cap: US$4,694M | Revenue: US$ 5,040 M (2015) | EBITDA : US$ 1,523 M (2015) | Profits* : US$ 271 M (2015) The Largest Pay TV Operator in HK • Continued growing customer base with 1.3M+ subscriber households • US$25+ ARPU and str
Slide 4: Positioning Map of Hong Kong's TV Operators
Positioning Map of Hong Kong’s TV Operators Premium Segment Local/ Mass International/ Content Mid-Affluent Niche Content 4 Mass Segment
Slide 5: Market Leader in Compelling Content and Customer Choice
Marketing Leader in Compelling Content and Customer Choice 180+ LOCAL and INTERNATIONAL services of which 32 are self self‐produced produced Entertainment ntertainment SPORTS News and Info. MOVIESS MOVI 49 entertainment 31 mainstream and 25 local and 20 local and and lifestyle channels variety sport
Slide 6: Most Comprehensive Premium Content Line-up
Most Comprehensive Premium Content Line-up leads market as the one place to get the latest current programs as well as the widest selection • Significant content delivered EXPRESS • Over 200 international partners • More than 80 EXCLUSIVE offering Hollywood studios annual covering live Sports, Sport
Slide 7: Improving Customer Experience while Expanding Customer Reach
Improving Customer Experience while Improving Customer Experience while Expanding Expanding Customer Reach Customer Reach nowTV customers enjoy Best Content Anytime, Anywhere with On Demand and now Player IPTV on TV IPTV ANYTIME IPTV ANYWHERE Extend now TV’s successful content partnerships to pure O
Slide 8: Beyond TV – Reaching Segments that will not subscribe to Traditional TV
Beyond TV – Reaching Segments that will not subscribe to Traditional TV Offering All-in-one set top box delivering the most complete set of features – the ONE POWERED BY choice h i consumers need d to t makek Developed by Netvigator and now for best viewing experience ISP IPTV TRUE 4K OTT OS Introdu
Slide 9: Launch of ViuTV
Launch Launched ViuTV channel 99, Viu.tv and ViuTV apps On 31 March, ViuTV has been launched via fixed network On 6 April, ViuTV channel 99 fully launched via both spectrum and fixed network, providing a 24-hour Cantonese Channel to audience Official TV rating will be available after 4 May. Es
Slide 10: Media Businesses Drives Synergies
Media Businesses Drives Synergies • Over 180 channels. • 1.2M app download users in HK • DTT channel 99 to achieve • EXPRESS. COMPREHENSIVE. • 9M subscribers in 12 markets maximum coverage 90% HK ON DEMAND • Vertical of acquired • Channel 99 via 1.4M Now box • Best and fastest Hollywood Korean/Japan
Slide 11: Global Service, Localized Experience
Global Service Localized Experience 11
Slide 12: Mass Market: Expanding Global Footprint
Mass Market : Expanding Global Footprint 20 carrier partners in 12 markets; Dec 2015: 9M subscribers Q1 2015 Dec 2015 Markets: 6 SINGAPORE Markets: 12 Subscribers: 7.4M KUWAIT U.A.E. HONG Subscribers: 9M KONG EGYPT MALAYSIA OMAN THAILAND NIGERIA INDIA INDONESIA KENYA 12
Slide 13: Locally Relevant Content
Locally Relevant Content Most Comprehensive Asian and English Content Hub Localized for our Target Markets Popular & Extensive Fast & Exclusive Localized Experience New titles on SIMULCAST basis Local Content in Every Popular and premium Fast track localized version ‐ Country Korean content
Slide 14: Locally Relevant Product Experience
Locally Relevant Product Experience Local Sub‐titling, Magic Moments, Download to View Features Drive Engagement Subtitling in local language In Depth Meta Tagging of Download & View Content Editorial Layer on Content 14
Slide 15: Locally Relevant Video Delivery
Locally Relevant Video Delivery Network Optimized Video Delivery Drives User Acquisition and Retention Patented Adaptive “Better than Pirate Site” Multi Screen Streaming Technology Experience Synchronization Seamless Transition on Seamless Streaming Superior Quality Content Multiple Platforms and fo
Slide 16: Locally Relevant Business Model
Locally Relevant Business Model A Configurable Freemium Model that is Optimized for Each Market Free Streaming Subscription Advertising & Download - Carrier – Premium Partnerships Advertising Partnerships Content & Freemium Model Service 16
Slide 17: Encouraging Market Response Since Launch
Encouraging Market Response Since Launch 17
Slide 18: Viu Hong Kong (launched in October 2015)
Viu Hong Kong (launched in October 2015) Downloads & Video Views* Positive Customer Feedback Since Oct 2015 – Feb 2016 Accumulative Monthly Video Download Views 1,200,000 4M+ #1 App Store Top Free #1 Google Play #1 Trending Search Top Free on iOS Subscription & advertising partnership * Accumulative
Slide 19: Viu Singapore (launched in January 2016)
Viu Singapore (launched in January 2016) Downloads & Video Views* Top Ranking in App Stores Jan – Feb 2016 Accumulative Monthly Video Download Views 400,000 ~ 2M #1 #2 G Google l Play Pl TTop F Free A Store App St #1 Featured as ‘Best New App’ on App Store S b Subscription i ti & advertising d ti i
Slide 20: Viu Malaysia (launched in February 2016)
Viu Malaysia (launched in February 2016) Subscription & advertising partnerships 20
Slide 21: Viu India (launched in March 2016)
Viu India (launched in March 2016) Subscription & advertising partnerships 21
Slide 22: Multi-Platform Digital Music Service in Hong Kong
Multi‐Platform Digital Music Service in Hong Kong 22
Slide 23: Multi-Platform Music Experience
Multi-Platform Music Experience Anytime Anywhere MOOV’s comprehensive music and MV library can be accessed on PC and App 23
Slide 24: Our Library
Our Library Partnership with international Most comprehensive Kpop and major and local indies Korean TV drama OST LOEN Entertainment、KT Music、CJ E&M、 Bug’s Music、You Who Come From The Stars, The Heirs, It’s Okay Livecast of various It’s Love, 、Fated to Love you and Wonderful Days music events Larges
Slide 25: Most Comprehensive KPOP Library
Most Comprehensive KPOP Library with latest singles and K-drama OST 25
Slide 26: Parallax and Visually Driven Interface
Parallax and Visually Driven Interface Utilizing the full screen to enhance the visual and audio music experience 26
Slide 27: Music Experience on Wearable Device
MUSIC EXPERIENCE ON WEARABLE DEVICE MOOV app pp on Apple pp Watch since April 2015 27
Slide 28: MOOV LIVE
MOOV LIVE A self-produced digital live series exclusively for MOOV multiplatform subscribers Unique and personal live music experience with over 50 artists ti t iin A Asia i Filmed in HD quality 1080p with multi-track sound recording Digital live broadcast for further promotion and monetization oppo
Slide 29: Overseas Strategy
Overseas Strategy Localized partnership - to be the Best Local Service Content Monetization Partnership / Traffic Partnership p Direct Partner with partnership l di leading t l telcos with local and media indies and (online / Kpop content offline providers partners) Build the best Enhanced m
Slide 30: Thank You!
Thank You! 30
Slide 31: Hong Kong's largest telco launches streaming service for Asia
Hong Kong's largest telco launches streaming service for Asia i service, PCCW’s Viu, to m Je Asian c i. | | i hl} | cs | January 10, 2016 Hot on the heels of Netflix launching in Asia (as welll as of the world), Hong Kong's largest telecommunications company, PCCW, is making a streaming service avai
Slide 32: PCCW expands OTT service
PCCW expands OTT service 1@ snr ‘The Hong Kong based media company is taking its new Viu broadband TV service to Singapore, the next step in its regional expansion, Features include multi-device synchronisation for users. Viu from PCCW Media now offers Singapore fans a ‘freemium’ service with multi-
Slide 33: PCCW launches Viu streaming service in Asia
Edition International + HOME MOBILE & WIRELESS INTERNET GENERAL FIXED IT BROADC @&) internet PCCW launches Viu streaming service in Asia Monday 11 January 2016 | 12.19 CET | News Hong Kong operator PCCW has launched its Vi streaming service in Asia. The Viu platform will stream the latest Korean dra
Slide 34: PCCW Media Signs First Landmark Pan-Regional Agreement with Top Four Korean Broadcasters
PCCW Media Signs the First Landmark Pan-Regional Agreement with Top Four Korean Broadcasters and Announces Regional Expansion of Viu OTT Service in Asia with Singapore Launch ysvanve sak ane ao Hong Kong PCCW Media Group, « key global player in the entertainment industry im Asia annonnced today the
Slide 35: Hong Kong's largest telco launches streaming service for Asia - CNET
HONG KONG $ LARGEST TELCO LAUNCHES STREAMING SERVICE FOR ASIA - CNET Notflix has a new feaional competitor, with a new service, PCCW s Viu, to provide Asian customers with content from Korea Marrying My Daughter The Viu streaming service gives Asia users access to the latest Korean dramas Ss hot by
Slide 36: Asia gears up for OTT battle
Asia gears up for OTT battle 12 January 2016 HOona~ SINGAPORE: The advertising industry could be a beneficiary of the developing battle between OTT services across Asia. with Hong Kong-based Viu the latest entrant aiming for a regional presence just a week after US giant Netflix significantly expand
Slide 37: Racing to catch Netflix, PCCW expands freemium OTT service
t2 OOYALA VIDEOMIND Racing to catch Netflix, PCCW expands freemium OTT service Viu to Singapore By Jim O'Neill on Jan 14 2016 at 5:45AM © @JimONeillMedia + @ Six Flying Dragons Ep 18 Netflix tops subscriber forecasts for Q4 with huge international spurt Jan 19 2016 1:00 PM IBM grabs live video strea