Modern Times Group Mtg Ab Class A · OMXSTO:MTG_A
Modern Times Group Mtg Ab Class A — Investor Presentation (August 2021)
31 slides from Modern Times Group Mtg Ab Class A's investor presentation, August 2021
Slide 1: Where to Play & how to WIN
M@ Where to Play & how to WIN Jorgen Madsen Lindemann President & CEO
Slide 2: Global data volumes driven by video
100 2013 2014 2015 2016 2017 2018 Online video # Mobile video Global data volumes driven by video
Slide 3: OTT drives rise in minutes of video consumption
1% 2011 2012 2013 2014 OTT drives rise in minutes of video consumption
Slide 4: SVOD penetration
x6 Q3 2012 Q3 2014 SVOD penetration to >1m households
Slide 5: Household annual online video spend is growing
250 x3.5 2011 2014 Household annual online video spend Is growing
Slide 6: Delivering
Delivering
Slide 7: Sales growth
Sales growth
Slide 8: Organic growth
Organic growth
Slide 9: Profit growth
Profit growth
Slide 10: Key drivers for growth & value creation
Key drivers for growth & value creation Cost focus & operational excellence
Slide 11: Digital growth
Digital growth
Slide 12: Content growth
Content growth
Slide 13: It's nice to have scale
It’s nice to have scale wovemoee MONSTER’ ™ nice Rodale sera ~Y a nice NICEDRAMA oa moskito 4 a nice
Slide 14: Content rights and partners
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Slide 15: Geographical growth
Geographical growth
Slide 16: Complex?
Complex? J asae viasar visser x Lv) VIASAT wasa ® wanes ay VIASAT VIASAT fe) VIASAT Sviasar visser Quasar Owasar VIASAT }viasar ows CEHNCEUN viaplay OGO wi OGOES ©® ~ -ZO 2 Or rout bom © © @ con® Oo WviasaT ES tvw00 Ey . S00 Cy ices” ae CCEENNHMec- = whe : CRIME a rele NATuae Gaui force flnoee wv .
Slide 17: Not really!
Not really! Content, technology & insight
Slide 18: maotcimaltier
maotcimaltier
Slide 19: SVOD subscriptions +91%
+91% SVOD subscriptions
Slide 20: AVOD sales +141%
+141% AVOD sales
Slide 21: Higher online viewing
35% > 30% —- 25% —- 20% | | CSOV linear CSOV web-TV Higher online viewing
Slide 22: Nordic market situation
Nordic market situation PUT down DTH subs down Viaplay, content, digital, data intel investments
Slide 23: Nordic success story
Nordic success story 10% 8% 6% 4% 7 ; / i 0% | ee ~ 2013 Q1 =. 2013 Q2_—ss« 2013 QBs 20138 Q4-—s- 2014 QI 2014 Q2_~—s- 2014. Q3 -2%
Slide 24: Nordic success story
Nordic success story 10% 5% 0% _ 2 1 2 2 3 2 4 2 1 2014Q2 2014Q3 -5% -10% -15% -20% -25% -30% -35%
Slide 25: Pricing power, cost control, online growth
Pricing power Cost control Online growth
Slide 26: No sacred cows: Divestments
No sacred cows Divestments
Slide 27: Selective M&A: Acquisitions
Selective M&A Acquisitions
Slide 28: There is an elephant in the room...
There is an elephant in the room...
Slide 29: Profitable growth
Profitable growth
Slide 30: We know how to win!
We know how to win! Fit for purpose Future proof Disciplined Long term
Slide 31: Responsibility at our core
www tv dh/reachforchange | warm vasat dh/reachtorchange we r Phas VINO EN TUR oa) | TIVOLI! > \ 4AM » a. Se eT Ce ae © 6 one meee oe atey hmm semen met mete enna Se me 4 we Rats tte ee he ee ohh! Responsibility at our core PI SE4000 Dow Jones Sustainability Indexes
Modern Times Group MTG — Investor Presentation (August 2021) on 6ix