Ateme Sa · EURONEXT:ATEME
Ateme Sa — Investor Day (May 2024)
23 slides from Ateme Sa's investor day presentation, May 28, 2024
Slide 1: Transformation, Monetization, New Experience
May 28 2024 Ateme TRANSFORMATION MONETIZATION NEW EXPERIENCE
Slide 2: What we are discussing today
WHAT WE ARE DISCUSSING TODAY Experience Monetization Transformation 2
Slide 3: Transformation: SaaS, AI, Sustainability
Transformation: SaaS, AI, Sustainability Confidential & proprietary
Slide 4: Tipping point of the money flow
TIPPING POINT OF THE MONEY FLOW Pay-TV generates more $$$ OTT generates more $$$ 400 360 300 325 260 220 190 150 100 85 100 125 140 150 160 170 180 60 150 160 160 160 170 160 160 160 160 210 210 200 195 190 190 180 180 180 2020 2021 2022 2023 2024 2025 2026 2027 2028 2020 to 2028 Pay-TV & Streaming
Slide 5: Disney: a giant in transition
DISNEY: A GIANT IN TRANSITION Linear : down by 22% DTC lost $580M in full last year Confidential & proprietary 5
Slide 6: Doing more with less
DOING MORE WITH LESS SVOD/AVOD/FAST SaaS OPEX CAPEX Cloud CAPEX 6
Slide 7: SaaS to provide more flexibility
SAAS TO PROVIDE MORE FLEXIBILITY Confidential & proprietary 7
Slide 8: AI to revolutionize video delivery
AI TO REVOLUTIZE VIDEO DELIVERY Preproduction Postproduction Release Theatrical Linear/VOD Asset Catalog Writing & Filming & Visual Effects Preparation business Broadcast Management Metadata Clipping Trailers Video 5 4 6 AntiPiracy 0 use case stream use use use 2 use cases cases cases cases identifi
Slide 9: AI streaming
AI STREAMING Monitor profiles popularity with analytics 45% 40% 35% Rely on analytics collection for player data 30% 25% 20% Optimize OTT & CPU allocation 15% 10% 5% 0% Analytics Encoding CDN Player 9 Confidential & proprietary
Slide 10: Greening all of the streaming chain
GREENING ALL OF THE STREAMING CHAIN France 2030 AWARDED Projects Network Cloud Private 5G Devices NESTED SMART CD SimpleRAN 3EMS² Optimize video Efficient distribution Green analytics and Optimize video codecs encoding for device Distribution and cloud 5G Streaming for & infrastructure energy reduct
Slide 11: Sustainability / high density / versatile
SUSTAINABILTY / HIGH DENSITY / VERSATILE Ateme embracing the new processing platforms AWS graviton – ARM processors Nvidia accelerators Confidential & proprietary 11
Slide 12: Monetization: DAI, FAST, Personalization
Monetization: DAI, FAST, Personalization Confidential & proprietary
Slide 13: US advertisers shift from linear to digital
US ADVERTISERS SHIFT FROM LINEAR TO DIGITAL More digital video ad spend = more investment in SSAI (Server Side Ad Insertion) from MVPD’s. Sources =Charts from IAB Streaming Advertising Report April 2024 Confidential & proprietary
Slide 14: Strong drivers for SSAI TAM growth
STRONG DRIVERS FOR SSAI TAM GROWTH Advertisers spend more Subscribers want lower on digital video. subscription Ateme Customers invest more in Ad-Tech. Confidential & proprietary
Slide 15: What we do in ad insertion
WHAT WE DO IN AD INSERTION Live OTT with Midroll ad-insertion Linear Live Program Sports TV Sports TV Commercials Commercials Program event Ad break starts Ad break Ad break ends Program event User Tom User Mary Laptop Connected TV Sports TV Sports TV Sports TV Sports TV Commercials Commercials Comm
Slide 16: End-to-end OTT with ad insertion
END-TO-END OTT WITH AD INSERTION Workflow & Orchestration Live Sources Live segments Live Streams Original Ads Live Transcoder Packager Players Personal Manifests Ad Server DAI SSP VOD CDN Ad Assets Transcoded segments Ad Origin Ads File Transcoder Confidential & proprietary
Slide 17: Monetisation vision
MONETISATION VISION Multiple manifest manipulation applications Dynamic Ad Insertion FAST Blackout Quality of Experience Confidential & proprietary 17
Slide 18: Sport Fan & Content New Experience
Sport Fan & Content New Experience Confidential & proprietary
Slide 19: The concept – just like you were there!
THE CONCEPT – JUST LIKE YOU WERE THERE! The Apple teleport 3D (what!) + iMax (180ª view) Immersive experience = Spatial computing Confidential & proprietary
Slide 20: Enhance home sport entertainment
ENHANCE HOME SPORT ENTERTAINMENT Compatible with Apple Vision Pro Ready for Spatial Audio Content Wow Effect: Feel like you are there! Confidential & proprietary 20
Slide 21: A new ecosystem for 3D entertainment
A NEW ECOSYSTEM FOR 3D ENTERTAINMENT Apple announced support for 3D movies on the Apple Vision Pro at WWDC23 with Bob Iger, Disney’s CEO ~200 3D titles available at launch on Feb 2nd, 2024 on Apple TV and Disney+ Apple Keynote, WWDC23 Confidential & proprietary
Slide 22: Video consumption reinvented!
VIDEO CONSUMPTION REINVENTED ! Experience Successful Monetization Media & Entertainment Broadcast & OTT Transformation Powered by 22
Slide 23: Thank you.
THANK YOU. Confidential & proprietary