World Change is the only constant “ in today’s TV and online Information Series video sector. This makes access to robust, reliable and comprehensive data

(WTVIS) and forecasts essential if

businesses are to be truly informed about the sectors “ Spotlight Service they operate in or are looking to expand into. A Spotlight Service Complementing the Media & Entertainment Service Area Package WTVIS provides such data. Global data and forecasts for the TV and online video sectors. Also provides access to selected device data to facilitate insights into Maria Rua Aguete evolving video viewing patterns. Senior Research Director

WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW World Television HOW OMDIA HELPS YOU KEY QUESTIONS ADDRESSED • Provides you with market sizing data across TV • How are key OTT video services like Netflix Information Series and Online Video metrics. Visualization tools and Amazon Prime performing? In which allow you to compare metrics and countries countries are they expected to perform best over the next five years? (WTVIS) • Forecasts that help to illustrate market fragmentation and other usage patterns. • What are the size, share, and forecasts for Spotlight Service key video and related sectors – Television, A Service Complementing the • Data presentations to help users understand OTT Video, Smartphones and other devices? Media & Entertainment Service Area Package quickly changing market dynamics. • Where is traditional TV holding up best? In • Provides reliable data and forecasts to assist which markets is traditional TV still clients with their investment decisions. growing? Pay TV subscriptions by year, 2011-2019, MENA region

Page 2 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW WTVIS Spotlight Service: Meet the Analysts

Tony Gunnarsson Maria Rua Aguete Marija Masalskis Principal Analyst , Senior Research Director, Senior Principal Analyst, TV, Video and Advertising TV, Video and Advertising TV, Video and Advertising

Constantinos Irina Kornilova Adam Thomas Papavassilopoulos Practice Leader, Lead Analyst, Principal Research Analyst, TV and Online Video TV, Video and Advertising TV and Online Video

Daniel Sutton Erik Brannon David Scott Senior Research Analyst, Principal Research Analyst, Principal Research Analyst, TV, Video and Advertising TV and Online Video TV and Online Video

Page 3 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW WTVIS Spotlight Service: Meet the Analysts (cont’d)

Rob Moyser Ismail Patel Sarah Henschel Senior Analyst, Senior Analyst, Senior Analyst, TV and Online Video TV and Online Video TV and Online Video

Laura Corboeuf Max Signorelli Jun Wen Woo Research Analyst , Research Analyst , Senior Analyst, TV and Online Video TV and Online Video TV and Online Video

Page 4 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW WTVIS Spotlight Service: Deliverables

Database Name - World TV Information Service (WTVIS)

MARKET DATA ANALYST ACCESS —Quarterly— —Ongoing— • TV & Online Video data For prompt responses to • OTT video subscribers and revenue urgent and unique questions. • TV subscriber and revenue data • Top-line device data (smartphones, tablets) • Broadband subscribers • Advertising revenue metrics • Five-year forecasts

WTVIS Spotlight Service is a data only service. For more detailed data on the TV & Online Video space in addition to textual analysis, please see our TV & Online Video Intelligence Service.

Page 5 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW WTVIS Spotlight Service: Data Segmentations

Country Coverage (up to 91 countries) Metrics (Quarterly Updates and five-year forecasts)

Africa: Asia Pacific: Eastern Europe: Middle East: Western Europe: AVOD Revenue (USD, M) Pay TV On-Demand & Online Video Algeria Australia Estonia Bahrain Austria Views/Transactions (Units, M) Broadband Households (Units, K) Angola Hungary Israel Belgium Pay TV Penetration (%) Broadband Penetration (%) Botswana Kazakhstan Jordan Cyprus Pay TV Revenue (USD, M) Cameroon India Latvia Kuwait Denmark Free TV Households (Units, K) Pay TV Subscriptions (Units, K) Congo, Dem. Indonesia Lithuania Lebanon Finland Households (Units, K) Pay TV Subscriptions by Operator (Units, K) Congo, Rep. Poland Oman France Media Streamers (Units, K) Pay TV Views/Transactions (Units, M) Egypt, Ethiopia Malaysia Romania Qatar Germany Mobile Subscriptions (Units, K) Ghana Myanmar Russia, Serbia Saudi Arabia Greece Population (Units, K) Online Video ARPU (USD) Ivory Coast Slovak Republic Syria Ireland Primary Pay TV Penetration (%) Kenya, Malawi Pakistan Slovenia Turkey Italy Online Video Revenue (USD, M) Primary TV Households (Units, K) Morocco Philippines Ukraine UAE Netherlands Online Video Subs by Operator (Units, K) Public TV Revenue (USD, M) Mozambique Singapore Latin America: North America: Norway Online Video Subscriptions (Units, K) Smart TV Sets (Units, K) Namibia South Korea Argentina Canada Portugal Online Video Views/Transactions (Units, M) Nigeria Brazil USA Spain Smartphones (Units, K) Pay TV & Online Video ARPU (USD) Senegal Thailand Chile Sweden Tablets (Units, K) Pay TV & Online Video Revenue (USD, M) South Africa Vietnam Colombia Switzerland Total Pay TV Penetration (%) Tanzania Eastern Europe: Mexico UK Pay TV & Online Video Subscriptions (Units, K) TV sets and set top boxes (Units, K) Tunisia Bulgaria Peru Pay TV ARPU (USD) Uganda Croatia Puerto Rico Zambia Czech Republic Venezuela

Page 6 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW Data: WTVIS Spotlight vs. TV & Online Video Intelligence Service

WTVIS Spotlight Service TV & Online Video Intelligence Service

WTVIS is a legacy data product provided with legacy Ovum WTVIS subscribers in TV & Online Video IS provides everything in WTVIS plus the additional, more granular, mind, and also for new clients needing a less granular, data-only service. data from legacy IHSM data products and qualitative analysis. Geographic Segmentations: Data Segmentations: Country-level data for 91 countries within: • Advertising – TV and AVOD revenues All of the data included on the left hand of the slide – including the addressable • Major region • Broadband – Households, Penetration connected devices data – is include in TV & Online Video IS, plus: • APAC • Free TV – Households, Technology • Americas • Households, Population, TV Households Additional Segmentations: • EMEA • Media Streamers • AVOD Revenue by Company • Sub region • Mobile Subscriptions (Units, K) • Home Entertainment Metrics • Asia and Oceania • Online Video – ARPU, Revenue, Subs by • On-demand Enabled Homes • Eastern Europe Operator, Subscriptions, Views and • Pay TV ARPU by Subs Tier • Latin America and the Caribbean Transactions (Units, M) • Online Video Subscription ARPU by Company • Middle East and Africa • Pay TV & Online Video – ARPU, Revenue, • Online Video Subscription Revenue by Company • North America Subscriptions • Pay TV Subscription and On-Demand Revenue by Company; by Subscription Tier • Western Europe • Pay TV – ARPU, On-Demand & Online • Pay TV On-Demand Transactions by Company • Individual region Video Views/Transactions, Penetration, • PC Households • Africa Revenue, Subscriptions, Subscriptions • Sports and Movie Rights (Rights Holders Data) • Central & Southern Asia by Operator, Views/Transactions, primary- Telephony Subscribers (Revenue, ARPU & Penetration) • Eastern Europe level data • • Latin America and the Caribbean • Public TV Revenue • Triple Play Revenue • Middle East • Smart TV Sets • Triple Play RGUs • Oceania, Eastern & South-Eastern Asia • Smartphones • North America • Tablets • Western Europe • TV Sets and Set Top Boxes

Page 7 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW Related Content: Media & Entertainment Service Area Coverage

About Omdia’s Media & Entertainment Research

Service Area Package: Media & Entertainment Omdia’s Media & Entertainment portfolio provides forecasts, consumer survey data, competitive analysis TV & Online Addressable Consumer Devices and qualitative insights about the world’s largest, fastest- Intelligence Service Intelligence Service growing and dynamic markets. The team’s coverage

Music & Digital Audio Cinema provides a joined-up view of unrivalled depth and Intelligence Service Intelligence Service breadth across the sector’s most important geographies, technologies and companies. Games Advertising Intelligence Service Intelligence Service Clients receive access to a team of over 35 analysts, each with specialized expertise and organized to address Channels & Programming Intelligence Service critical intersections in the rapidly converging media and entertainment market. The team is supported by an

Media and Entertainment Viewpoint Service array of Omdia colleagues specializing in adjacent domains, such as mobile, broadband, devices, cloud, digital consumer services and media delivery. Consumer Games WTVIS Research Spotlight Spotlight Spotlight

Page 8 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 COMBINATIONPRODUCT PRODUCT OVERVIEW DETAIL WTVIS Spotlight Service: Migration to a Combined Product WTVIS Changes and Enhancements vs. Ovum WTVIS

Relevant to Subscribers of Legacy Products  WTVIS (Ovum)

WTVIS Spotlight is provided with legacy Ovum WTVIS subscribers in mind, and also for new clients needing less detailed data and focused on data only deliverables.

BENEFITS AND FEATURES OF NEW SERVICE OTHER CHANGES

• Legacy Ovum WTVIS Subscribers will receive following benefits in • All of the former Ovum TV and OTT Video data is being retired and WTVIS Spotlight vs. former WTVIS product: replaced by former IHSM data. One result of the above is that Ovum’s multi-play data is no longer available. Splits of subscribers, • Data is updated quarterly so represents a significant enhancement revenues and ARPU by standalone, dual-play and triple-play are not on the annual update cycle previously in place. included.

• Operator-level data is synchronized with country- and technology- level data. This is a significant enhancement on the legacy WTVIS product, where different methodologies meant these metrics did not match.

Page 9 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 PRODUCT OVERVIEW Our “Ask an Analyst” Service Provides Best in Class Customer Support

Whether you need guidance to navigate the service, Our Ask an Analyst service gives you direct contact via telephone, information regarding our methodologies or you want to email or face-to-face session with our expert analyst team: better understand a data trend, Omdia’s support team is here to help.

Draw on our expertise Tom Coate • Make the right decisions Customer Success • Sanity-check your own findings Manager • Get the most out of your subscription 96% of our customers rate • Understand more about our methodologies our service as Excellent Kâren Dyer or Very Good Customer Success Manager

Page 10 Copyright © 2020. All rights reserved. Informa Tech, a trading division of Informa PLC WTVIS Spotlight Service | TB0502 CONNECT WITH US @OmdiaHQ | omdia.com Customer Success E: [email protected] ABOUT OMDIA Omdia is a global technology research powerhouse, established following the merger of the research division of Informa Tech (Ovum, Heavy SALES Reading, and Tractica) and the acquired Omdia technology research portfolio*. We combine the expertise of more than 400 analysts across the US: +1 (212) 652 5335 entire technology spectrum, covering 150 markets. We publish over 3,000 research reports annually, reaching more than 14,000 subscribers, and cover thousands of technology, media, and telecommunications companies. APAC: +61 (0)396 016 700 Our exhaustive intelligence and deep technology expertise enable us to uncover actionable insights that help our customers connect the dots in today’s constantly evolving technology environment and empower them to improve their businesses–today and tomorrow. EMEA: +44 (0)7771 980 316 * The majority of Omdia technology research products and solutions were acquired by Informa in August 2019 and are now part of Omdia.

WTVIS Spotlight Service | TB0502