godok.id

Digital TransformationMedia tech priorities & preferencesMedia tech roadmap prioritiesMedia tech purchasing preferencesCloud & VirtualizationTotal Cost of OwnershipOTT & Streaming PlatformsFuture Roadmap (i.e. plans for the product)At-Home/Remote ProductionROIIP Transport & NetworkingInnovation PotentialAI/ML & AnalyticsInteroperability/OpennessImaging (e.g. HDR, 8K, HFR etc,)EfficiencySocial MediaRelationship with VendorMobile (e.g. 5G etc.)Training & SupportImmersive (i.e. video and audio)Agility/Speed of DeliverySecurity (e.g. Cyber, Encryption, etc.)Cutting-edge TechTargeted/Programmatic AdvertisingReputation of VendorGaming/eSportsFocus on Business Models & Revenue Next-Gen Standards (ATSC 3.0 etc.)Financial Viability/Scale of VendorIoTCustomizationEdge ComputingTransparencyOtherFlexible Deployment/Payment ModelsBlockchainAbility to Measure Costs0%20%40%60%80%0%20%40%60%Sources: [email protected] Copyright 2021

Digital TransformationDelving deeper into the data, interactions between priorities & preferencesProduction/Infrastructure FocusDigital-first FocusIP Transport & NetworkingAt-Home/Remote ProductionSecurity (e.g. Cyber, Encryption, etc.)OTT & Streaming PlatformsAI/ML & AnalyticsCloud & VirtualizationAbility to Measure CostsInteroperability/OpennessFinancial Viability/Scale of VendorFlexible Deployment/Payment ModelsInnovation PotentialROIFocus on Business Models & RevenueAgility/Speed of Delivery0%20%40%60%80%100%0%20%40%60%80%100%% Importance to ClusterSources: [email protected] Copyright 2021

Digital TransformationMedia tech investment outlook by segment - COVID-19 effectTop Investment CategoryBottom Investment CategoryCreateRemote ProductionFilm TransferManageWorkflow OrchestrationQC & CompliancePublishNon-Linear PublishingLED ScreensData AnalyticsTraffic SystemsStoreCloud Archive StorageRemovable StorageConnectInternet/IP ConnectivitySDI Routing/NetworkingSupportCloud ComputeFacility Hardware (e.g., cables)ProduceMonetizeThree segments join allof the others togetherConsumeSources: [email protected] Copyright 2021

Digital TransformationManage & Publish examplesTop Investment CategoryBottom Investment CategoryCreateRemote ProductionFilm TransferManageWorkflow OrchestrationQC & CompliancePublishNon-Linear PublishingLED ScreensData AnalyticsTraffic SystemsStoreCloud Archive StorageRemovable StorageConnectInternet/IP ConnectivitySDI Routing/NetworkingSupportCloud ComputeFacility Hardware (e.g., cables)ProduceMonetizeThree segments join allof the others togetherConsumeSources: [email protected] Copyright 2021

Digital TransformationDigital media supply chains – Drivers/effectsDriversEffects Content Platforms Data AutomationGrowth of audioconsumption and SpotifyNews repurposing shows topodcastsSources: [email protected] Copyright 2021

Digital TransformationDigital media supply chains – Major cloud 018“Move to cloud-based playout was part of a broader strategy tovirtualize Discovery’s entire content supply and delivery chain The main driver [for on premises] was access to satellites, butthe cloud makes geography irrelevant”2019Fox’s transition to the cloud included the move of its mediasupply chain for linear and digital delivery as well as theincreasing reliance on analytics services2020ViacomCBS migrated its entire broadcast infrastructure to thecloud, including 425 linear TV channels and 40 global data andmedia centers2021Globo’s transition to the cloud included the migration of 100% ofits data centers to the cloud as well as the increasing use ofmachine learning servicesSources: IABM, AWS, Google [email protected] Copyright 2021

Digital TransformationCloud/Digital moves – Some drivers & implicationsPreferred deployment models for AI/MLInsourcing investmentInsourcing driversLeverage cloud service provider's AI/MLcapabilitiesMedia companiessaying thatinvestment ininternal SWDevelopment isgrowingLeverage specific AI/ML functionalities invendor's solutionSpecialist AI/ML platformInternal deployment/ tionEnablingintegrationControl overtech roadmaps50%Sources: [email protected] Copyright 2021

Digital TransformationPublish driversPublish investment outlookHarmonic Q4 Earnings CallNon-Linear Publishing (e g OTT platforms, VOD We've seen kind of a stagnation of investment in traditionalbroadcast infrastructure, as many companies have tried tofigure out where to go, and we've seen growth aroundstreaming, and in particular, the SaaS component of streaming. But keep in mind, a lot of what we're talking about is simplyabout timing. I think if you take a step back, there are billions ofdollars of advertising and subscription revenue, riding on thisinfrastructure. It's not going anywhere. It's going to be aroundInternet Distribution (Website, Mobile, Apps)Content Protection & EncryptionDistribution & Re-distribution (e.g. encoding, Internet Distribution Platforms (Social Media)Internet Distribution (CDNs)IPTV DistributionLinear Playout (e.g. automation, master control)Satellite DistributionPatrick HarshmanCEOHarmonicTerrestrial DistributionCable DistributionLarge LED Screens(February 2021)Venue Exhibition (e.g. projectors, LED screens)0%20%40%60%Sources: [email protected] Copyright 2021

Digital TransformationPublish drivers – back to prioritizationTech Decision-MakingPublish investment outlookLarge LED ScreensLinear/Physical Keeping costs lowDoing more with lessVenue Exhibition (e.g. projectors, LED screens)Cable DistributionTerrestrial DistributionSatellite DistributionLinear Playout (e.g. automation, master control)IPTV DistributionInternet Distribution Platforms (Social Media)Internet Distribution (CDNs) DigitalNot keeping costs lowInvesting in potentialDistribution & Re-distribution (e.g. encoding, Content Protection & EncryptionInternet Distribution (Website, Mobile, Apps)Non-Linear Publishing (e g OTT platforms, VOD 0%20%40%60%Sources: [email protected] Copyright 2021

Digital TransformationMedia tech investment outlook by segment – Digital & Physical investmentBottom Investment CategoryTop Investment CategoryCreateRemote ProductionFilm TransferManageWorkflow OrchestrationQC & CompliancePublishNon-Linear PublishingProduceThree segments join allof the others togetherConsumeMostly PhysicalData AnalyticsMostly DigitalMonetizeLED ScreensTraffic SystemsStoreCloud Archive StorageRemovable StorageConnectInternet/IP ConnectivitySDI Routing/NetworkingSupportCloud ComputeFacility Hardware (e.g., cables)Sources: [email protected] Copyright 2021

Digital TransformationIs this the end of physical? Not reallyViacomCBS Q4 2020 Earnings Call“Some people will tell you that a companylike ours has to choose, that we're eitherall in on linear or all in on streaming. Wethink that is a false choice. We are notabout only linear or only streaming. We'reabout both linear and streaming.”Shari E. RedstoneNon-Executive ChairViacomCBSThe future is HybridHybrid media offeringsHybrid business modelsHybrid workplacesWhat about Tech?(February 2021)Sources: [email protected] Copyright 2021

Digital TransformationHybrid too, but depends on context/use casePreferred deployment models for CloudCloud adoption barriersRising content storage costsHybrid CloudSecurity and privacy concernsLack of long-term vision and contextPublic CloudMoving/integrating between cloud vendorsLack of industry specific knowledge withinimplementation teamsTransformation framework incomplete andcontinuously changingPrivate Cloud (Off-Premise)Digital consumer acquisition costsConservative procurement approachPrivate Cloud (On-Premise)Lack of resourcesPoor global capabilities of cloud vendorsOtherOther0%20%40%60%0%20%40%60%Sources: [email protected] Copyright 2021

Decentralized Production Models:Effects on Media Tech InvestmentLorenzo Zanni, Head of Knowledge, IABM

Media Tech InvestmentMedia tech investment outlook by segmentTop Investment CategoryBottom Investment CategoryCreateRemote ProductionFilm TransferManageWorkflow OrchestrationQC & CompliancePublishNon-Linear PublishingLED ScreensData AnalyticsTraffic SystemsStoreCloud Archive StorageRemovable StorageConnectInternet/IP ConnectivitySDI Routing/NetworkingSupportCloud ComputeFacility Hardware (e.g., cables)ProduceMonetizeThree segments join allof the others togetherConsumeSources: [email protected] Copyright 2021

Remote Production InvestmentRemote production focusTop Investment CategoryBottom Investment CategoryCreateRemote ProductionFilm TransferManageWorkflow OrchestrationQC & CompliancePublishNon-Linear PublishingLED ScreensData AnalyticsTraffic SystemsStoreCloud Archive StorageRemovable StorageConnectInternet/IP ConnectivitySDI Routing/NetworkingSupportCloud ComputeFacility Hardware (e.g., cables)ProduceMonetizeThree segments join allof the others togetherConsumeSources: [email protected] Copyright 2021

Remote Production InvestmentPost-COVID Reality (Decentralized Model)COVID-19 effect – A simplified viewPre-COVID Plans (Centralized Model)50%Remote Production Coveragefor Basketball Planned for2021Move to Remote WorkingIncreasingremote productioninvestmentSources: [email protected] Copyright 2021

Remote Production InvestmentPost-COVID Reality (Decentralized Model)COVID-19 effect – Cloud investmentBlizzard moves to cloud-based remote production“We are now 100% in the cloud; there is no physicalinfrastructure whatsoever in terms of switchers oraudio consoles. The only physical hardware ispeople’s computers, cameras, microphones, and acomms panel.Other than that, there’s absolutely no physicalinfrastructure required.”Pete EmmingerVP, global broadcastActivision Blizzard Esports(April 2020)Sources: [email protected] Copyright 2021

Remote Production InvestmentCOVID-19 effect – Eurosport case studyEurosport in conversation with IABMMove on-prem workflows to private cloudGradually transition to public cloud“It's interesting that we'veseen faster advances in thevideo and graphics side thanwe have on audio”Gordon CastleSVP TechnologyEurosportDemand for truly cloud-native tools in different workflowareas that enable live remote production(March 2021)Sources: [email protected] Copyright 2021

Remote Production InvestmentPost-COVID Reality (Decentralized Model)COVID-19 effect – A simplified viewPre-COVID Plans (Centralized Model)Move to Remote WorkingSources: [email protected] Copyright 2021

Remote Production InvestmentMedia tech push for providing focused/comprehensive ecosystemsTop Investment CategoryBottom Investment CategoryCreateRemote ProductionFilm TransferManageWorkflow OrchestrationQC & CompliancePublishNon-Linear PublishingLED ScreensData AnalyticsTraffic SystemsStoreCloud Archive StorageRemovable StorageConnectInternet/IP ConnectivitySDI Routing/NetworkingSupportCloud ComputeFacility Hardware (e.g., cables)ProduceMonetizeThree segments join allof the others togetherConsumeSources: [email protected] Copyright 2021

Remote Production InvestmentMedia tech push for providing focused/comprehensive ecosystems – Supply M&AAcquires Axon in May 2020“to deliver the mostcomprehensive mediainfrastructure solutions”Acquires Nevion inSeptember 2020 and sellsNMS and Memnondivisions in April 2021Sells ScheduALL to Xytechin February 20201 to focuson cloud, IP and remoteproductionAcquires VISTA Worldlink inMarch 2021 to “become aleader in Centralized(Remote) Production”May 2020Sep. 2020 – Apr. 2021Feb. 2021Mar. 2021Connect is topinvestmentpriorityfollowed byStore and Support@THEIABMConnectivity investment outlook for companies ranking remote production as their top priorityGrowingStableDeclining0%20%40%60%Sources: IABMwww.theiabm.orgIABM Copyright 2021

Remote Production InvestmentPost-COVID Reality (Decentralized Model)COVID-19 effect – A simplified viewPre-COVID Plans (Centralized Model)Move to Remote WorkingSources: [email protected] Copyright 2021

Remote Production InvestmentConnectivity investmentTop Investment Areas in Connect70%60% Inter-FacilityConnectivity50%(contributor feeds,contribution over internetetc.)40%30% AccessConnectivity20%10%0%Internet /IPConnectivityIP Routing &NetworkingInter-FacilityConnectivityOverall IndustrySources: [email protected] & ObjectDeliveryMobile/CellularConnectivityHybrid SDI-IPRouting &NetworkingAccessConnectivitySDI Routing &Networking(bonded cellular,particularly innews/sports)Remote production as top priorityIABM Copyright 2021

Remote Production InvestmentMedia tech investment outlook by segment – focus on infrastructureTop Investment CategoryBottom Investment CategoryCreateRemote ProductionFilm TransferManageWorkflow OrchestrationQC & CompliancePublishNon-Linear PublishingLED ScreensData AnalyticsTraffic SystemsStoreCloud Archive StorageRemovable StorageConnectInternet/IP ConnectivitySDI Routing/NetworkingSupportCloud ComputeFacility Hardware (e.g., cables)ProduceMonetizeThree segments join allof the others togetherConsumeSources: [email protected] Copyright 2021

Remote Production InvestmentPost-COVID Reality (Decentralized Model)COVID-19 effect – A simplified viewPre-COVID Plans (Centralized Model) ComplexityMove to Remote Working RiskSources: [email protected] Copyright 2021

Remote Production InvestmentManaging risk & complexityTop Investment Areas in Support60%50% Security/Monitoring40%(cybersecurity,monitoring etc.)30%20%10%0% On-Premise(blades/servers)Overall industrySources: [email protected] production as top priorityIABM Copyright 2021

Media Convergence:Current & Futuristic PerspectivesLorenzo Zanni, Head of Knowledge, IABM

Sports Business ModelsC0VID-19Under pressure: overview of pressure driversPay TVCord-cutting, changing viewing habits, sports rights funding allexerting pressure. Content owners moving to direct-to-consumermodels are reallocating resources to this transition, rationalizinglegacy (e.g., ESPN and NBCU)AdvertisingDirect-to-ConsumerFinancial PressureRevenues significantly down in H1 2020 though sports remain aunique way to reach audiences for advertisers. Revenues slightlyrecovered in H2 2020 though sports ratings continue to be down –ESPN advertising bounced back in Q4Changing Viewing HabitsPublicPublic funding models are under pressure due to the impact of thedirect-to-consumer transition. Delphine Ernotte, CEO of FranceTelevisions and EBU president said to the FT in January 2021: “Wefeel weak. But it is better to feel weak. If you feel weak, you react”Sources: IABM, [email protected] Copyright 2021

Sports Viewing HabitsChangingTV ratings for major US sports(% difference between 2020 and 2019)Expected growth of sports media consumptionHighlights/short-form contentTeam/athlete-generated contentOriginal content/documentariesFan-generated contentLive video contentResults/news/data/statisticsDigital audio/voice-activated contentSponsor-generated/branded contentWNBA finalsNascar CupNFLWorld Series0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%Indy 500Frequency of watching live sports in the US by generation60%Kentucky Derby50%US Open women’s final40%30%The Masters (final round)20%NBA finals10%0%Stanley Cup finalsTotal Cost of Ownershipis primarypurchasingdriver-100% -80%-60% -40%-20%0%20%Watch sports almost every day40%60%80%100%Watch sports at least weeklyMillennialsGeneration ZNever watch sportsAll adultsSources: IABM, Sports Media Watch, Morning [email protected] Copyright 2021

Current Media ConvergenceSports as the guinea pig for business model innovation – Demand for interactivitySocial, interactivity, convergence Average concurrent Twitch viewers (in thousands)3,500,0003,000,000More sports broadcasters delivering content packagesto Twitch and social media platforms2,500,0002,000,000More sports broadcasters designing interactive experiences,59% plan to increase investment in Consume1,500,0001,000,000Social and interactivity are also driving a convergence inbusiness models500,00002012201320142015201620172018Total Cost of Ownership is primary purchasing driver201920202021Sources: IABM, Twitch [email protected] Copyright 2021

Current Media ConvergenceInteractivity – Demand and supplyDemandSocial Isolation(restrictions on gatherings, events etc.)InteractivitySupplyTech Enablers(data/AI/ML/analytics, 5G/edge, XR etc.)Total Cost of Ownership is primary purchasing driverSources: [email protected] Copyright 2021

Current Media ConvergenceSports as the guinea pig for business model innovation – EngagementFuboTV acquires Vigtory in January 2021Sinclair presenting at Media, Internet & Telco Conference“We believe online sports wagering is a highly complementarybusiness to our sports-first live TV streaming platform. We donot see wagering as simply an add-on product to FuboTV.Instead, we believe there is a real flywheel opportunity withstreaming video content and interactivity. We not only expectsports wagering to become a new line of business and source ofrevenue, but we also expect that it will increase userengagement on FuboTV resulting in higher ad monetization,better subscriber retention and reduced subscriber acquisitioncosts.”“We are going to be jointly [with Bally Sports] developingadditional programming, which is going to go on our air, whichwill support and be reasons not only for people to tune in butalso to engage more on the sports betting platforms. The otherthing that we'll work on is a watch-and-play experience. Sothat's not ready yet, but that is on the drawing board betweenus and Bally to create a next-generation watch-and-playexperience that is going to revolutionize the way people watchsports today and really make it much more like playing a videogame.”David GandlerCo-founder and CEOFuboTVChristopher S. RipleyPresident and CEOSinclair Broadcast Group(January 2021)And Fox Bet (March 2021)Sources: [email protected] Copyright 2021

Current Media ConvergenceSports as the guinea pig for business model innovation - Differentiation3 Facets of DifferentiationLive a means to differentiate from crowded D2C on-demand content marketDifferentiation of revenue streams through convergence for financial transitionDifferenti

AT&T Comcast Disney 340 billion revenue in 2020 Sources: IABM, AT&T, Comcast, Disney . business with AT&T TV, coupled with a focus on our fiber broadband footprint driving incremental penetration Sources: IABM, AT&T . Top Bundles of three services in the US From Pay -TV to Streaming