ProSiebenSat.1 Media SE · XETR:PSM
ProSiebenSat.1 Media — Investor Day (October 2012)
28 slides from ProSiebenSat.1 Media's investor day presentation, Oct 10, 2012
Slide 1: Online Video
Online Video Markan Karajica, October 10, 2012 | October 10, 2012 Page 1
Slide 2: Online Video – what we achieved
Online Video – what we achieved ✔ Market leadership in video advertising with 920m 1 views and 48% share of advertising in H1 2012 ✔ MyVideo: THE success story in Online Video 2 with over 8m unique users in H1 2012 ✔ Successful mobile strategy and launch of 3 social TV applications | October 10, 201
Slide 3: InStream market leadership with 920m video views in H1 2012
1 InStream market leadership with 920m video views in H1 2012 InStream video ad market InStream video advertising market share [gross, EURm, Germany] [gross, in percent, Germany] +28% Other 95 23% IP 29% 75 H1 2012 SevenOne Media 48% H1 2011 H1 2012 SevenOne Media: 920m video views in H1 2012* | Oct
Slide 4: Three pillar online video advertising strategy
1 Three pillar online video advertising strategy reaching 26m unique users Online TV Channel ProSiebenSat.1 Network External Mandates .de | October 10, 2012 Page 4
Slide 5: MyVideo – THE online video success story
2 MyVideo – THE online video success story Unique users: Online video portals [in million, H1 2012 per month, source: AGOF] Over 165k premium videos 8.33 +30% growth in video views vs. PY* ! 3.83 3.54 3.25 2.94 31 million visits per month** Spiegel.de Bild.de tape.tv Daily 9.2 million registered use
Slide 6: Massively extend new innovative sales concepts on MyVideo
2 Massively on MyVideo extend new innovative sales concepts Coca-Cola – Move to the Beat 99FIRE FILMs Award 2013 • Dedicated contest area on MyVideo: upload your video and be part of the Olympic Games • Sponsoring of movie talent award with >1,500 videos and glamorous Berlinale event song 2012 • Mob
Slide 7: MyVideo – Best of TV and Online within five pillars
2 MyVideo – Best of TV and Online within five pillars New content pillars I II III IV V TV series/shows Music Movies Channels LIVE • P7S1 series and • Largest fully VoD • Leading platform • Premium channels • New web superstar shows – all on one licensed legal with over 1,400 for most famous live fo
Slide 8: Premium P7S1 TV series and shows – all on one platform
2 Premium P7S1 TV series and shows – all on one platform US series TV shows | October 10, 2012 Page 8
Slide 9: Successful online-first events – generating >15m video views
2 Successful video views online-first events – generating >15m Video views and audience shares, ‘Spartacus – Blood and Sand’ [March 20-June 1, 2012; viewers and TV ratings in percent] TV ratings Broadcasting Online start start • Over 15m video views • TV ratings up to 18.0% (Ø 13.9%) | October 10, 2
Slide 10: Best practice: 'We love Lloret' multiscreen extension
2 Best practice: ‘We love Lloret’ multiscreen extension on MyVideo & ProSieben Facebook: ProSieben TV: Developing stories TV Brand taff and red! and engaging users as strong partners to through interaction increase off-air reach with hosts (daily through editorial postings by hosts, specials user in
Slide 11: Germany's largest fully licensed music platform with 40,000 videos
2 Germany’s largest fully licensed music platform with 40,000 videos Germany’s largest fully licensed legal music platform with 40,000 music videos Partner of all major music record labels with exclusive album pre-listenings Own produced interviews and specials, plus outstanding concerts | October 1
Slide 12: Germany's largest Ad VoD movie portal with 2m monthly views
2 Germany’s largest Ad VoD movie portal with 2m monthly views Leading platform with >1,400 free movies and 2.2m video views per month Exclusive previews of current box office movies Co-organizer of movie events and awards (e.g., 99FireFilms award) | October 10, 2012 Page 12
Slide 13: MyVideo live with linear TV experience
2 MyVideo live with linear TV experience MO TU WED THU FR SA SU 8:00am Genius Block: Recommendations/Personalized programing Medical Drama Series 4:00pm Music, Talk & Charts • Live programing 6:00pm from 6pm to 8pm Unplugged Sessions • Monday to Friday 8:00pm • 60 hours fresh pro- graming per month
Slide 14: Variety of premium channels with most famous artists / brands
2 Variety of premium channels with most famous artists / brands Premium channels for artists and brands – web-only Genre channels: games, comedy, sports, music, entertainment Oliver Pocher Concept Star Channel Concept • Premium channel with focus on video content • Web-portal bullybase.de Over 800 s
Slide 15: Successful introduction of live formats with web superstars
2 Successful superstars introduction of live formats with web Gaming web superstars Up to 200k Gronkh and Sarazar views per live show Weekly live show Fridays 3.7m 6pm on MyVideo total video views 25,000 Facebook High social engagement and integration likes | October 10, 2012 Page 15
Slide 16: Streaming of live events with average viewing time over 20 min
2 Streaming >20min of live events with average viewing time of Web-formats and stars Sports Music and specials • Let‘s Play Together • UEFA Europe League • Exclusive live music concerts • The outsiders (Außenseiter) • FC Bayern Basketball • TV online extensions: TVoG • Albertoson • PKRA World Tour K
Slide 17: Implementation of web-only studio in Unterfoehring
2 Implementation of web-only studio in Unterfoehring Studio 1, Medienallee 7a Web production (Vidigo) Video-Mix of 1, 2 & 3 2• Website grabbing 1 2 3• Skype webcam • Interactive quizzes 3 1 • Sweepstakes and votings • Comments and questions via Facebook, Twitter or IRC Chat | October 10, 2012 Page 1
Slide 18: Positive implications of web-only strategy on Free TV
2 Positive implications of web-only strategy on Free TV Format testing & Reduced Viral buzz / Talent scouting improvement of top production cost loyalty effect rate • Find new faces for • Test new • Use strong • Launch successful Free TV production set-ups Facebook fanbase web-only formats for our F
Slide 19: Successful mobile strategy and launch of Social TV apps
3 Successful mobile strategy and launch of Social TV apps Including live streaming of Brainpool formats Mobile app The Voice of Germany Germany’s Next ProSieben portfolio* Connect Topmodel Connect Connect 15m downloads 562k total visits 200k live stream video Now with 24/7 coverage 18.7m views p.m.
Slide 20: New and innovative Connect advertising concepts
3 New and innovative Connect advertising concepts Exclusive sponsoring Connect integration Logo, flash-intro, opener Customized branded quizzes, sponsoring of and closer, sponsoring Hey Ho App editorial features, fan reporter, teaser and specials | October 10, 2012 Page 20
Slide 21: MyVideo – successful on all devices with 2.6m app downloads
3 MyVideo – successful on all devices with 2.6m app downloads iPhone Online iPad 1.5m app downloads 8.33m unique users 1.1m app downloads 38min average visit duration 10min average visit duration* 46min average visit duration | October 10, 2012 Page 21 *MyVideo.de and MyVideo.tv (flash version)
Slide 22: ProSiebenSat.1 well positioned as social media brand
3 ProSiebenSat.1 well positioned as social media brand Stimulate existing TV and 93 Facebook fan pages 1 advertising streams e.g., improve TV ratings & customer loyalty 8.1m Facebook fans Create new revenue streams 20 Twitter accounts 2 from consumers e.g., charge for Video on Demand 460k Twitter fo
Slide 23: Successful social media best cases
3 Successful social media best cases "The Voice of Germany" – Galileo Facebook App Facebook Fanpage The Voice of Germany – THE example for Video content directly played on Facebook – Social TV reaching 465k Facebook fans including full video advertising by P7S1 | October 10, 2012 Page 23
Slide 24: Outlook: Continued growth in video ad spend by new content categories
Outlook: Continued growth in video ad spend by new content categories Online video views – by categories CAGR Online video net ad market - inStream CAGR in billion views, 14-49 year-olds, Germany* 2011-2015 in EURm, Germany** 2011-2015 90 Web-only/semi- +17% 192 +26% 200 professional US license +69%
Slide 25: The market is big enough for MyVideo and YouTube
The market is big enough for MyVideo and YouTube Lighthouse Best of content TV promotion Best online Everything I love live experience in TV quality power / content selection in Online LIVE BEST QUALITY BRANDING GENIUS INTERACTION • Live Channel • Big brands • Content • Personalization • On demand •
Slide 26: We will continue to improve the proposition for our viewers
We will continue to improve the proposition for our viewers More content More devices More convenience • Premium content • Smartphones • Usability • Online-first content • Tablets • Recommendation • Webstars & artists channels • Smart-TV / HbbTV • Personalization • TV series/shows • Game consoles •
Slide 27: Strong revenue potential driven by new initiatives
Strong revenue potential driven by new initiatives Strong revenue growth potential Key initiatives CAGR • Install MyVideo as Online TV channel +17% • Extend content partnering to drive Online Video reach • Drive branded entertainment and multiplatform activities • Increase and develop new mobile 201
Slide 28: Disclaimer
Disclaimer This presentation contains "forward looking statements" regarding ProSiebenSat.1 Media AG ("ProSiebenSat.1") or ProSiebenSat.1 Group, including opinions, estimates and projections regarding ProSiebenSat.1's or ProSiebenSat.1 Group's financial position, business strategy, plans and objecti