1. Beyond S c re e ns
"Television - that's
where movies go
when they die" Bob Hope, 1953
©Philippe Dewost — @CaisseDesDepots — March 5th 2014

2. What was TV?
Broadcast
Family Device
Timeline

3. What is TV now?
Multiple screens
Content escaped
from channels
Replay and time shift
have reshaped the TV
experience
Creation / publishing tools
everywhere
Cartoon ©WSJ - Oct 8th 2013 - http://j.mp/1gKjor9

4. Multiple screens and
audience fragmentation
9
Tablet
Hours spent / day in front of a screen
7
30% US users watch
Mobile
8
video on their
smartphone
6
5
iPhone daily: 15min calls
4
3
PC
PC
PC
2
1
0
TV
TV
TV
TV
All
1/3
1/3
1/3
1990
2010
vs. 1 hour screen
1.2 Bn people spend 6.5
hrs/week on Facebook

5. From towers to routers
Audience fragmentation
also includes video
video accounts for 50% of
peak downstream traffic in
Asia
Netflix + YouTube account
for 50% of downstream
traffic on fixed networks in
the US

6. Market shift
30% US users watch
video on their
smartphone
iPhone daily: 15min calls
vs. 1 hour screen
1.2 Bn people spend 6.5
hrs/week on Facebook
Source:Yume Report, Feb 2014

7. Content experience is broken

8. 10 feet experience is broken
Watching 1080p YouTube content on my connected TV sucks

9. Device Experience is broken
Extend TV set capabilities
by connecting I/O devices
Increase cable clutter
Manage several remote
control
Connected TV
=
1 more cable
+
firmware updates?

10. Product life cycles
2014
1990
Why is the
average lifespan of
a TV set so long ?

11. Laws at work
• Moore
• Metcalfe
• Duplication
Years to reach 50 millions users
Book
Radio
TV
Cable
Internet
iPod
facebook
400
38
13
10
5
3
2

12. Software is eating the world
$500
$35
$99

13. Looking into TV Future
Software powered and driven
Contextual, natural & intuitive interfaces
Platform driven, machine learning leveraged content
Second screen to refocus / entertain audiences and
deliver engagement metrics not yet in the TV set
Content Fragmentation redefining business models
Pizzas won’t disappear (Snow Crash anybody ?)

14. Maybe TV is just
waiting for its
'iPhone moment'
epiphany ???

15. @LaFrenchTech

16. Questions ?
philippe.dewost@caissedesdepots.fr
Skype, Twitter, Slideshare: pdewost
©Philippe Dewost — @CaisseDesDepots — March 5th 2014