Media & Entertainment: Distribution Disruption

September 12, 2018

Darcy AntonellisCEO, VubiquityGeneral Manager, Head of Amdocs Media

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Big deals in media, have driven a lot of activity and competition from tech has pushed media firms to own both the contentand the platforms on which it appears

Value of the announced media deals has jumped to $323 billion, up nearly 440% from a year ago

Disney secured Fox in a deal worth $66.1B and AT&T’s $85.4B acquisition of Time Warner approved –creation of WARNERMEDIA

$b

$0 $100 $200 $300 $400 $500

Telecommunications

Materials

Consumer Staples

Real Estate

High Technology

Financials

Industrials

Health Care

Media and Entertainment

Energy and Power

2017Data as of June 30, 2018By The New York Times | Source: Thomson Reuters32

Big deals in media catapulted transaction values and volumes

Competition from tech has pushed media players to own both the content and the distributionplatformsValue of the announced media deals has jumped to $323 billion, up nearly 440% from a year ago

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ConsumersIncreasing consumer demands for larger libraries, more features, any place, any device, and any

time

Content ownersBig demand driving new originals

production & D2C models

Content distributorsDistributor expansion, including network owners & OTT players

Targeting consumers with personalized experiences — content any time, place, or device

Media Industry Convergence

Media landscape

B2B

D2C

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ARVRIoT

Seamless access

Deep, personalized,

and recommended

experiences

Today

Consumer Behavior ConvergenceCreating personalized experiences — wherever they exist

Offline

One waySit-back experience

Movie TheatersOTABroadcastPay TVRadioVHS/CDs/DVDs Print

1990

Online

Mega consumptionOn-Demand & w/an ’app for that’

VideoMusicGamingStatic Socialmulti-screen

Experiential Disruption

UntetheredConsumed Everywhere – Connected to any ‘thing’

Access redefinedEveryone as acontent creatorSocial & Gaming convergence

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So, how do we monetize

these changes?

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Looking ‘On The Edge’Capacity Enhancement

Ultra-high reliability Massive Connectivity

3D Video, UHD Screens

Work and play in the cloud

Augmented Reality

Smart City

at 5G Usage

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It’s 11AM

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... 2:30…

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...3:30…

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Why 2:30?

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The data begins to tell

a story…41

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..an even clearer story…

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Distribution Excellence

Insights and Analytics

Monetization

Quality of serviceGlobal — day and dateMulti-format supportClosed loop

Cross-sell and upsellImproved experiencesPersonalization

AdvertisingSubscription (SVOD)Transactional (TVOD)

FeedbackScaleNetwork efficiency

RecommendationCurationCreative insights

Freemium Sell-through ownershipPremium video on-demand

media

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Leveraging Disruption to Create Consumer Value

Technology ExperienceContent

Thank you