This document discusses the rise of over-the-top (OTT) video and connected TV. It notes that the traditional TV market is changing due to new devices, content formats, and viewing behaviors. The new OTT world brings opportunities like new audiences and monetization streams, but also challenges like piracy and competition. Russia has a large and growing online video audience, with over 60 million monthly viewers. Smart TV adoption is increasing rapidly and driving more OTT viewing on larger screens in the living room. The market is expected to continue growing significantly, with OTT video making up most video views in Russia within 3 years.
4. New OTT world: what it brings to the table?
• Opportuni=es
– New audience and distribu1on channels
– New mone1za1on streams
– Reduced cost of distribu1on
– Opportuni1es to do it new way
– … ?
• Challenges
– Cannibaliza1on of the core businesses by the new channels
– Piracy everywhere
– Lost of content distribu1on control
– Disappeared compe11ve advantages in niche segments
– Technological sophis1ca1on of distribu1on channels
– Raised demand for a quality of the content
– Thought compe11on for the viewer aYen1on from non-TV segments
– Interna1onal OTT monsters approaching local markets
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7. 0 50 000 100 000 150 000 200 000 250 000 300 000 350 000
China
USA
Russia
Brazil
Japan
India
Germany
France
UK
Italy
Total Unique Visitors (000)
Online video audience across the world (top-10)
Source: comScore Video Metrix, December 2014, 15+
ü ~63 mln viewers – audience in December 2014 (15+)
ü 94% from all online audience in Russia
ü 4,5% from worldwide online video audience
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11. Smart TV overtaking traditional TVs
75
101
124
148
172
152
128
107
86
64
30 33 36 38 36
0
20
40
60
80
100
120
140
160
180
200
2013 2014 2015 2016 2017
Smart TV Традиционное ТВ приставки
Global TV shipments
По данным Strategy Analytics, IHS, Bll Estimates
Streaming devices Tradi1onal TV
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12. Growth dynamic of connected TV (world)
0,00
200 000 000,00
400 000 000,00
600 000 000,00
800 000 000,00
1 000 000 000,00
1 200 000 000,00
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
We are here
Overall number of connected Smart-TV
According to data BI Intelligence Estimates
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