European Hulus
veed analytics October 2019 CTAM Europe – 10/2019 European Hulus 1 About veed analytics
# Market intelligence # Founded in 2014 and strategic advisory # Based in Munich
# for the global # Team of product & video industry content enthusiasts
# with a focus on the # A lot of happy customer perspective international clients
CTAM Europe – 10/2019 European Hulus 2 Agenda
1 Hulu
2 European View
CTAM Europe – 10/2019 European Hulus 3 1. Hulu – Product Evolvement
2009 2012 2017
Today
Proposition Pricing
▪ SVoD combing content from ▪ from $5.99/month key networks, further for SVoD service partners and increasingly ▪ from $44.99/month originals for Live TV + SVoD ▪ OTT Live TV with one skinny bundle SVoD Distribution Content + ▪ US (since 2008) on all ▪ Originals Catch-up only Catch-up relevant OTT platforms and ▪ Catch-up ecosystems ▪ Live TV
CTAM Europe – 10/2019 source: veed analytics, company website and service European Hulus 4 1. Hulu – Packaging & Pricing
Sell-through Premium Network Add-Ons HBO | $ 14.99 - Showtime | $ 10.99 – Cinemax | $ 9.99 – Starz | $ 8.99
Hulu (no Ads) + Live TV Hulu + Live TV ▪ Sell-through of HBO, Hulu (No Ads) Cinemax, Showtime, Packages Hulu and Starz ▪ 69 originals are currently available $ 5.99 $ 11.99 $ 44.99 $ 50.99 ▪ In total hulu offers 4000+ movies and 3000+ No Ads | $ 6.00 No Ads | $ 6.00 TV shows/series ▪ Hulu collaborates with Live-TV Add-On Bundle | $ 14.98 400+ content and 2000+ Enhanced Cloud DVR | Unlimited Screens | advertising partners Add-Ons 9,99 $ 9,99 $ ▪ Part of Hulu Live TV are Entertainment Add-on | $ 7.99 67 national channels 10 channels and 900+ local channels Espanol Add-on | $ 4.99 6 channels
CTAM Europe – 10/2019 source: veed analytics, company website and service European Hulus 5 1. Hulu – Look & Feel
Home Screen Browse Menu Recommended Original
TV Shows Entry via Networks Asset Detail Page
CTAM Europe – 10/2019 Screenshots from Hulu iPad app, differnet UI for other devices source: veed analytics, company website and service European Hulus 6 1. Hulu - Originals
Development of Hulu’s original slate
esti- mated
19
15
11
7 6 5 5
1 2 2011 2012 2013 2014 2015 2016 2017 2018 2019
CTAM Europe – 10/2019 source: veed analytics, company website and service European Hulus 7 1. Hulu - Ownership Evolvement
Pre-Launch Catch-up + SVoD + LiveTV
▪ NBCUniversal-Comcast (30%) ▪ ABC-Disney - Foundation by: ▪ NBCUniversal-Comcast (32%) ▪ 21st Fox (30%) 21st Fox (66%) ▪ NBCUniversal (50%) ▪ IPO Plans ▪ 21st Fox (36%) ▪ ABC-Disney (30%) ▪ NBCUniversal- ▪ 21st Fox (50%) ▪ ABC-Disney (32%) ▪ WarnerMedia – AT&T(10%) Comcast (33%)
2006 2007 2009 2010 2012 2016 2018 2019 2024
▪ NBCUniversal (30%) ▪ NBCUniversal-Comcast (30%) ▪ Call/put ▪ NBCUniversal (40%) ▪ ABC-Disney – 21st Fox (60%) ▪ 21st Fox (30%) ▪ 21st Fox (30%) option for ▪ 21st Fox (40%) ▪ NBCUniversal-Comcast(30%) ▪ ABC-Disney (30%) ▪ ABC-Disney (30%) full Disney ▪ Providence Partner (10%) ▪ WarnerMedia – AT&T(10%) ▪ Providence Partner (10%) ▪ TimeWarner (10%) take-over
CTAM Europe – 10/2019 source: veed analytics, company website and service European Hulus 8 1. Hulu – Service Access & Distribution Strategy
Supported Ecosystems Partnerships
▪ Mobile: iOS, Android, Fire ▪ Sprint: Hulu (limited commercials) for free in unlimited plans ▪ Browser: Edge, Firefox, Safari, Chrome ▪ Spotify/Hulu Cooperation: ▪ Gaming Console: Xbox, Nintendo Switch, Nvidia ▪ In the past Spotify premium subscribers were able Shield, Playstation to upgrade from the $9,99 to a $12,99 plan and get ▪ Media Player: Apple TV (4th gen), Apple TV (2nd+3rd Hulu Limited Commercials integrated in the gen), Roku, Amazon Fire TV, Chromecast, Razer Forge, package Xiaomi Mi Box, Nexus ▪ Now the discount is only available for students: ▪ SmartTV/Blu-ray Player: Samsung, Vizio, LG, Sony with a Spotify Premium Plan ($4.99 incl. discount) Hulu’s ad-supported plan and Showtime are ▪ STB: TiVo, Xfinity1 available at no extra costs ▪ Others: Echo Show ▪ Subscription is only via Spotify possible So far no distribution partnership with any major cable operator Core distribution via digital platforms Comcast X1 integration announced
Green ecosystems only supports SVoD CTAM Europe – 10/2019 1) Cooperation with comcast announced source: veed analytics, company website and service European Hulus 9 Agenda
1 Hulu
2 European view
CTAM Europe – 10/2019 European Hulus 10 3. European Platforms
Corporate Business Service Launch Originals structure Model
JV SVoD 2014 no NPO, RTL, Talpa
AVoD Relaunch JV yes P7S1/Discovery SVoD (planned) 2019
JV Aggregation 2018 no RTVE, Atresmedia, Mediaset
JV (probably SVoD) 2020 yes BBC/ITV
JV (probably SVoD) 2020 yes France Television/TF1/M6
CTAM Europe – 10/2019 source: veed analytics, company websites and services European Hulus 11 3. Joyn – Product Overview
Proposition Pricing
▪ AVoD service combing mainly live content ▪ Currently none from networks (RTL missing) ▪ Catch-up content from JV partners
Distribution Content
▪ Relevant OTT platforms and ecosystems ▪ Linear channels US (since 2008) on all ▪ No deals with traditional aggregators yet ▪ Catch-up content from JV partner relevant OTT platforms and ▪ Selected originals ecosystems
CTAM Europe – 10/2019 source: veed analytics, company websites and services European Hulus 12 3. Joyn – Live TV Competition
Free Paid
. chs 50 85 > 40 104 >100 75 100
channels channels channels channels channels channels channels Promoted Promoted
104
81 29
63 65 . 23 50 chs 45 21 37 6 75 19 63 29 58 Acrtual ▪ SD 44 44 18 16 ▪ HD
Joyn Zattoo Free Waipu Free Zattoo Waipu Magenta TV Giga TV
€ 0,00 9,99 9,99 7,95 9,99
CTAM Europe – 10/2019 source: veed analytics, company websites and services European Hulus 13 3. Joyn – Look & Feel
Home Screen Menu Title Screen
Menu Live TV Live TV Pre-Roll
CTAM Europe – 10/2019 Screenshots from website, different UI on other devices source: veed analytics, company websites and services European Hulus 14 Dr. Bernd Riefler Founder & CEO veed analytics GmbH | www.veed-analytics.com +49 151 58243355 | [email protected]
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