Lindsey Clay, Chief Executive at Thinkbox, provided her vision of the future of TV at the Connected TV Summit 2014.

1. 2020 (Telly) Vision:
Lindsey Clay
11 June 2014

2. “Nothing ages faster
than predictions of the future”
Anonymous clever person

3. Agenda
02
03
We all have “needs”…
04
What might change?
Some predictions
01 What do we know so far?

4. New technologies in the last 10 years– disruptive?
Downloadable
47%
UK homes with
Internet access
Commercial
partnership
2003
80%
UK homes with
Internet access

5. TV viewing - on TV sets - is resilient
3.73 3.71 3.65 3.60 3.63 3.73 3.75
4.03 4.03 4.02
3.87
0
1
2
3
4
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
No.ofhoursofTVviewedperday
Source: BARB Jan-Dec 2003-2013, individuals
Downloadable
47%
UK homes with
Internet access
Commercial
partnership
80%
UK homes with
Internet access

6. 0
10
20
30
40
50
60
0 5 10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90 95 100 105 110 115
Average UK monthly reach and time spent – Individuals
Individuals reached
Average hours per month
TOTALTV
COMMERCIALTV
THEINTERNET(Inc.VOD)
FACEBOOK
YOUTUBE
GOOGLETWITTER
Millions
Source: BARB, Feb 2014, 6+; comScore MMX Multi-Platform, Feb 2014, UK, 6+. UKOM Approved.
Please see accompanying notes on data sources below for inclusions & exclusions

7. TV remains the dominant youth medium
TV 41%
Radio 13%
Adults 15-24
Source: IPA Touchpoints 5 2014
Base: adults 15-24
NB. TV, radio, newspaper, magazine figures include time spent consuming respective medium online/via apps. Internet excludes time spent consuming TV, radio, newspapers, magazines
Newspapers 1%
Magazines 0%
Cinema 1%
• TV, radio, newspaper &
magazine figures include
consumption via internet/appsOther online 1%
Online games 2%
Online buying/product info/banking 2%
Online browsing/info seeking 7%
Internet for work 3%
Email 5%
Social networking/
messaging 16%
Video clips/movies/music online 6%

8. TV dominates total video time in the UK
75.3
5.5
1.1
3.4
0.4
6.7
6.9 0.7 Linear TV
Extra TV content on the TV set
TV on other devices (OOH or in home)
Extra TV set activity
Cinema
Adult Video content Online (Fixed and Mobile)
(non TV broadcast)
All other video content online (Fixed and Mobile)
(non TV broadcast)
OOH Screens (estimated time)
Source: BARB, UKOM, Route, IMDB, Rentrak, FAME, DCM, Broadcaster data, Thinkbox estimates. Subject to change. Average includes non-users
2013 share of all video consumption

9. Time-shifted viewing is very stable
Source: Sky – 10 Years of Sky Plus (Q2 2006-Q3 2010) and BARB Establishment Survey (Q4 2010 onwards). Q4 2013 DTR penetration Thinkbox estimate*
Time-shifted viewing is from BARB live data.
0
10
20
30
40
50
60
0
10
20
30
40
50
60
Q2
06
Q3
06
Q4
06
Q1
07
Q2
07
Q3
07
Q4
07
Q1
08
Q2
08
Q3
08
Q4
08
Q1
09
Q2
09
Q3
09
Q4
09
Q1
10
Q2
10
Q3
10
Q4
10
Q1
11
Q2
11
Q3
11
Q4
11
Q1
12
Q2
12
Q3
12
Q4
12
Q1
13
Q2
13
Q3
13
Q4
13
%DTRpenetration
%ofallviewing
DTR penetration (HH) % time-shifted viewing in DTR homes (inds)
Quarter

10. What do viewers want …
…and what do they need?

11. Screenlife: TV in demand – revealed live TV’s importance

12. 6 Needstates served by live TV. VOD excels at “escape”
COMFORT
CONNECT
ESCAPE
EXPERIENCE
INDULGE
UNWIND
CONTEXTCONTENT
SOCIAL
PERSONAL

13. New devices enhance viewing and interaction
Source: Ipsos Tech Tracker Q4 2013. Adults 15+ penetration figures
26% 59%64%
Device penetration

15. Predictions for 2020
02
03
Most viewing will be to the TV set
04
The flight to quality will continue
On-demand will increase its share of total TV viewing
01 Live viewing will remain strong
Total TV viewing will increase!

16. For more, download our
free app.
www.thinkbox.tv
@thinkboxtv
@LindseyClay