Beruflich Dokumente
Kultur Dokumente
Greg Fawson
President and Principal Analyst
X Media Research
Council Member Biography
John Aronsohn
Vice President and
TMT Global Research Head,
Gerson Lehrman Group
850 Third Avenue, 9th Floor
New York, NY 10022
212-984-3673
jaronsohn@glgroup.com
Aaron Liberman
Managing Director, Sales and Marketing
Gerson Lehrman Group
850 Third Avenue, 9th Floor
New York, NY 10022
212-984-3684
aliberman@glgroup.com
Carly Pisarri
Process Manager
Gerson Lehrman Group
850 Third Avenue, 9th Floor
New York, NY 10022
212-750-1435
cpisarri@glgroup.com
IMPORTANT GLG INSTITUTE DISCLAIMER – By making contact with this/these Council Members and
participating in this event, you specifically acknowledge, understand and agree that you must not
seek out material non-public or confidential information from Council Members. You understand
and agree that the information and material provided by Council Members is provided for your own
insight and educational purposes and may not be redistributed or displayed in any form without
the prior written consent of Gerson Lehrman Group. You agree to keep the material provided by
Council Members for this event and the business information of Gerson Lehrman Group, including
information about Council Members, confidential until such information becomes known to the
public generally and except to the extent that disclosure may be required by law, regulation or
legal process. You must respect any agreements they may have and understand the Council
Members may be constrained by obligations or agreements in their ability to consult on certain
topics and answer certain questions. Please note that Council Members do not provide investment
advice, nor do they provide professional opinions. Council Members who are lawyers do not
provide legal advice and no attorney-client relationship is established from their participation in
this project.
You acknowledge and agree that Gerson Lehrman Group does not screen and is not responsible for
the content of materials produced by Council Members. You understand and agree that you will
not hold Council Members or Gerson Lehrman Group liable for the accuracy or completeness of the
information provided to you by the Council Members. You acknowledge and agree that Gerson
Lehrman Group shall have no liability whatsoever arising from your attendance at the event or the
actions or omissions of Council Members including, but not limited to claims by third parties
relating to the actions or omissions of Council Members, and you agree to release Gerson Lehrman
Group from any and all claims for lost profits and liabilities that result from your participation in
this event or the information provided by Council Members, regardless of whether or not such
liability arises is based in tort, contract, strict liability or otherwise. You acknowledge and agree
that Gerson Lehrman Group shall not be liable for any incidental, consequential, punitive or special
damages, or any other indirect damages, even if advised of the possibility of such damages arising
from your attendance at the event or use of the information provided at this event.
About X Media Research
Content Content
Owners Aggregators
Device
Manufacture Advertisers
rs
Massive Changes Means
Opportunity
• Emergence of digital media and Internet
TV places owners and distributors of video
at the epicenter of change
• Despite changes, content is still king
• New opportunities exist for companies that
can provide the right mix of premium,
niche and long-tail content to the TV
• Search and Discovery will be key
Business Models Still Largely
Experimental
• Mix of free, subscription, rental, download
to own, advertising supported. Some are
proven, some are not
• Each model is constantly changing and
nothing is set in stone
• Just look at AppleTV and NBC
– All paid content pulled and moved to an
advertising model on Hulu.com
User-generated content is coming
to TV
Yes No
92.4% 7.60%
Source: S2 Data Corporation
Everyone Wants to Get to the
TV
• Media Center Extenders
• Networked Television
Why Do People View iTV on
the PC?
• Because the vast majority of the content
they can get on the PC is not available on
the TV
Consumer’s View of TV is
Changing
Video 1.0 Video 2.0
• Linear Broadcast • Personalized, On
Demand
• Limited content
• Unlimited content
• Few streams
• Time and Place
• Single device
shifting
• One size fits all • Multiple devices
content
• Interactive content
• Scheduled viewing
Prediction #2: Internet TV Will Not
Kill Broadcast TV
Pay-TV and FTA Subscribers
are Growing
• Fragmented audiences
• Time-shifting reduces relevance
• Fast-forward button
• New media stealing eyeballs
Ad Market Breakdown 2007
• Broadband penetration
• Home networking penetration
• New compression standard: H.264/AVC
• Internet connected set-top-boxes and game
consoles
• Changes in perspective of content rights
holders
• TV Quality experience becoming possible
• Device manufacturers becoming content
aggregators…or partnering directly
• Middleware getting better – Greater synergy
between PC and CE for configuration of
services
• What about OCAP and CableCARD?
nDTVs Already on the Market
acTVila.com – Big in Japan!
Internet Video on the TV – Its
What Consumers Want!
45% 41%
40%
Female 35%
30% 30%
25%
23%
19%
20%
16%
Male 15%
70% 10%
5%
0% 1%
0%
under 15 15 to 25 25 to 35 35 to 45 45 to 55 more than 55
years old years old years old years old years old years old
Source: exclusive consumer survey conducted by Orb Networks for iTVCon on the general population in June and July 2007 – basis of 231 respondents
TV TODAY
When you think “TV Today”, what is most important to you:
TV image quality
24%
Programming choices
(thousand channels
vs. a dozen…)
76%