2. Henry Blodget
Founder, CEO & Editor-in-Chief,
Business Insider

3. Here’s the truth about
the media industry…

4. The future is already here!
$200
$180
$160
$140
$120
Market Value
Billions
$100
$80
$60
$40
$20
$0
Google Time Viacom Time News Comcast Disney CBS
Warner Warner Corp.
Cable

5. And it’s not just Google…
$50
$45
$40
$35
$30
Billions
$25
$20
$15
$10
$5
$0
Facebook Yahoo iTunes Netflix Zynga Groupon Twitter Hulu
Market Value

6. “Distribution” is killing it…
$5,000
$4,500
$4,000
$3,500
$3,000
Millions
$2,500
$2,000
$1,500
$1,000
$500
$0
iTunes Netflix Facebook YouTube Pandora Twitter
Revenue
SAI estimates

7. “Content” is hitting its stride…
$3,000
$2,500
Market Value
$2,000
Millions
$1,500
$1,000
$500
$0
WebMD AOL WSJ.com NYT.com Demand Federated Glam Huffington Sugar Inc. Gawker
Media Media Post Media

8. And “Content-plus-distribution” are king
$180
$160
Market Value
$140
$120
Billions
$100
$80
$60
$40
$20
$0
Google Facebook

9. In fact, it’s neck-and-neck…
“New Media” “Old Media”
CBS NBCU Time
Warner
Facebook
Viacom
Yahoo Time Warner
Disney Cable
Netflix
Google News Corp.
Twitter iTunes
Hulu Comcast
$289 Billion Market Value $296 Billion Market Value

10. So, what about
the future?

11. The Next Huge Battleground: Video

12. “Over-The-Top” Video Is REAL
Netflix
$2,000
$1,800
$1,600
$1,400
$1,200
iTunes
Millions
$1,000
$800
$600 YouTube
$400
Hulu
$200
$0
Revenue

13. Mobile Media Growth Is EXPLODING

14. eCommerce is becoming media…
…two of the fastest growing
companies in history - $500 million of
revenue in year three.

15. “Apps” could change everything…
App Downloads (millions)
16000
14000
12000
10000
8000
6000
4000
2000
0
2008 2009 2010 2011 2012 2013
Source: eMarketer

16. “Location” could change everything…
Foursquare Users
5,000
Thousands
4,500
4,000
3,500
3,000
2,500
2,000
1,500
1,000
500
0

17. Social IS changing everything…

18. So, we’ve got plenty to
talk about over the
next two days.
Thanks for coming!