Global technology enabler for the monetisa tion and ... · Global technology enabler for the...

© 2015 TV2U. All rights reserved.Australia United States United Kingdom Hong Kong Malaysia Indonesia

Investor Presentation

Nick Fitzgerald, CEO & Founder

29 July 2015

Global technology enabler for the monetisation and distribution of video content

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What is TV2U?• TV2U’s pioneering disruptive technology (Intelligent Video Accessible Network or “IVAN”)

enables monetisation of Live and Video on Demand content to multiple consumption devices with unique features including:

• Real-time analytics and targeted advertising by device, location or individual consumer - world first for OTT streaming

• Real time anti piracy KYC account and device detection and encryption - the ‘Holy Grail’ of live video advertising and security to help fight piracy

• TV2U’s unique low OPEX opens up high volume low ARPU markets (developing markets)

• TV2U is not a Netflix or Foxtel. TV2U runs a B2B model and its target clients are telcos, large corporate organisations (operators) and governments

• TV2U owns the whole value chain and can monetize all of it: Installation, delivery, subscription, maintenance, advertising, and content

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Nick FitzgeraldCEO

• Previously Digital Rapids, Leitch, Digital Processing Systems, Hagemeyer, Film Australia

• 25 years’ experience across broadcast and new media industries

• Leads the overall company vision, goals and strategy

Steve Shalliker COO

• Previously lead Product Line Management for Alcatel-Lucent’s Mediaroom systems integration business

• 20 years experience of senior management with start-up businesses and major systems integrators

The Team

Scot MasonDirector of Delivery and Operations

• Previously Telstra, Freeview, Optus, Triplepay and Digisoft

• 20 years’ experience in broadcast, telco’s and new media industries

• Leads delivery and operations

Liaqat Fayyaz Director of Software Development

• Previously Noxel Group, V One Multimedia Pte LTD Singapore, Macrosoft

• 15 years’ experience in award-winning software development in broadcast, IPTV and over-the-top video

• Drives the software behind TV2U’s technology

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OTT Video Delivery – The Platform

• Over The Top video delivery is the way of the future – cost effective and efficient

• Content hubs built world wide means operators can launch quickly with ready made content offers

• ‘Any device, any where, any time’ means a ready market for all content

• World leading analytics delivering the world’s first real time targeted advertising to individual users

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Malaysia Global Content Hub

• TV2U owns a low cost Technology and Innovation Centre located in KL Malaysia that includes Content Cloud (Test Lab) deployed at NTT’s (Japan) Data Centre in Kuala Lumpur

• Commercially ready with real-time streaming access to over 160 countries

• Cloud delivery means independent and secure content delivery service

• Encryption security combined with “approved device detection” via tv2u real time analytics is attractive to any operator focussed on curbing content piracy

• Enables full “ready to go” VoD and live content package for operators to facilitate fast roll out to their clients

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Interactive subscriber contribution content

TV2U Products6

TaraTV - a managed cloud entertainment content platform

Global video and gaming content (including Hollywood, Chinese content and Bollywood)

Real time targeted advertising

Social media integration and analytics

TV2U Video analytics

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Unique Analytics – TV2U Meta Data

• Target advertising is the ‘holy grail’ but has to date been unachievable with OTT service providers.

• TV2U real-time analytics, such as geo location and session time statistics, linked with social media data including ‘likes’

• Accurate profiling using historical, real-time consumption habits, geographic and demographic characteristics

• Location based advertising is a unique capability.

• TV2U’s unique reach to enormous subscriber numbers facilitates essentially free ad funded content for operators, historically not viable in the IPTV space

• Imagine Coca Cola sending different advertisements to two different people watching the same movie. Demands high advertising revenue.

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Increased advertising revenue• Unique analytics technology

supports real-time push advertising• Detailed user profiles attracts

premium advertising fees

Encryption and piracy control• End-to-end content encryption

technology• Piracy prevention makes TV2U’s

platform more attractive to content owners

Cloud-based delivery

• Content is encrypted and formatted to maximise streaming quality

• Delivers any content, over any network, to any device

More content

• All content available on demand• Highly targeted recommendations• Video, music and games

Simplified setup

• No major capital costs• Minimum monthly guarantees• Income share process

Increased subscribersnumbers

• Increased number of ‘streams’ in a household

• Personalisation per user, not per household

• Subscribers attracted by state of the art applications

Benefits of TV2U Technology

TV2U’s technology drives client revenue which increases TV2U’s share

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TV2U’s Competitive Advantages9

Fast deployment and low cost operator integration

Content driven by cloud based next generation OTT infrastructure

Cloud hosted content hubs bring pre-integrated tech and content to operator partners for rapid time to market

TV2U owns most of its IPR resulting in low cost of entry for low ARPU markets currently not accessible to other operators

TV2U’s low OPEX means TV2U and its partners can remain profitable in low ARPU markets which include some of the worlds fastest growing economiesF

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$61.4 billion

6billion

18% growth

$521 million

VoD market value by 2019

(Markets & Markets)

Consumer VoD spending growth

in 2015 (Gartner)

Hours of user-generated

content watched on YouTube each

month (YouTube Statistics)

Gross VoD advertising

revenue(Statistics)

Internet TV Market Size10

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The Market11

TV2U applies its market leading technology to organisations such as telco’s, large web-based companies and governments to allow them to distribute and monetise video content

To internet TV operators and telco’s worldwide, TV2U is a cost-effective way

to introduce an on demand content service for the first time, or dramatically extend an existing offering with state of

the art analytics and personalised advertising capabilities

TV2U is listing on the ASX via a proposed RTO of GAL. The company is based in the UK, with offices in Australia, Hong Kong, Malaysia, Indonesia and the United States

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Owning the Value Chain Maximises Revenue

Customization to adapt the platform to the local operators needs and marketing plan2.

Systems integration to deliver the initial hardware and software solution

Managed service fees for the platform

Software licencing and software maintenance fees

1.

3.

4.

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Revenue share on advertising content

Software licencing fees from TV2U aggregated content

5.

6.

TV2U is the only technology provider to own and monetise the entire value chain

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TV2U offers a range of software and hardware products for a bespoke solution and typically charges for these products as follows:

TV2U will typically combine these revenue models based on a complementary multi product offering

Multiple Revenue Streams13

Either:

(a) JV with clients and share revenue per user per month, or

(b) License its technology to the client and charge a monthly license fee per user

Charge fees for putting in place the initial software, hardware and infrastructure solution; and

Charge ongoing software maintenance fees

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• Targeting B2B relationships

• Capable of reaching 160 countries

• Enabling clients to white label a full OTT service

• Focused on emerging markets around the globe

• Bespoke contracts for clients who may require solely content or analytics

• Working with clients who have tens or hundreds of millions of users

Target Market14

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• Disruptive to the video content market

• Managed Network TV solutions to Set Top Box cannot compete with TV2U’s OTT alternative which avoid such hardware cost

• TV2U owns the Intellectual Property Rights for the high priced components

• TV2U achieves the lowest price point of next generation OTT service solution providers

• TV2U has a monetizing model fed from the whole value chain

• TV2U brings content with a viable business case for low ARPU operators which nobody else in the market does

• Low ARPU markets carry tens of millions of subscribers

• First contracts imminent

Summary15

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Nick Fitzgerald, CEO & [email protected]

Global technology enabler for the monetisation and distribution of video content

TV2U AustraliaFremantle

TV2U UKColchester

TVU Hong KongHong Kong

TV2U MalaysiaKuala Lumpur

Corporate Advisor: Merchant Corporate FinanceDan [email protected]

Investor Relations: Walbrook IRBen [email protected]

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• Expansion through partnerships:

• Global partnerships with large media, telco’s and governments

• License technology (OEM)

• Movement into vertical markets

Growth Strategy17

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Under the Hood

Services

• Transcoding

• Distribution

• Publishing

• Archiving

• Encryption

• Payment gateway

Advertising

• Targeted

• Inserted

• Pre & post

• By device

• By location

• By individual

Social Media

• Facebook, twitter etc.

• Fully integrated

• Recommendation engine

Data Mining

• Customer data

• Real-time

• Analytics

• Promotions

• Consumer

• Research

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Patents/pending patentsTV2U has its own patent applications and otherwise an exclusive licence to the technology that gathers data and real-time analytics on video consumption habits, for real-time and

highly targeted advertising

Uniquely Positioned19

Available either as a bespoke and highly scalable

deployment, or a managed service

Data centre in KL can offer real-time streaming to 160

countries

TV2U offers a full end-to-end solution for the monetisation and distribution of

content

TV2U owns or exclusively licences its

own technology, handling everything

from delivery to payments and

encryption

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