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Jefferies & Company, Inc. Jefferies 3 rd  Annual Internet Conference February 28, 2007 CONFIDENTIAL DRAFT Member, SIPC Panel III: Video Symposium
Panelists Doug Stevenson Founder and CEO ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Keith Richman Founder and CEO David Liu Managing Director  Internet & Digital Media Group Lou Kerner CFO Gus Warren VP, Strategic Partnerships 1
Sector Snapshot 2
The Future of Video Entertainment? 3
What is the Video Market Opportunity? ,[object Object],[object Object],[object Object],[object Object],1.4% CAGR 13.6% CAGR US Television Advertising Revenue, 2005-2009E 3 US Online Video Advertising Revenue, 2005-2009E 4 ($ millions) ($ billions) 8.5% CAGR 72.7% CAGR 4 US Television Households, 2005-2009E 1 (millions) US Online Video Viewers, 2005-2009E 2 (millions)
How Do We Find Video Today? What Do We Watch? ,[object Object],[object Object],From Search Engine Results Recommendations From Friends From a Portal TV or Movie Previews/Trailers Directly From Online Video Sites From a Link in an E-mail Newsletter From Ads on TV, Radio, Or Print From Print Article From a Blog Methods Of Online Video Discovery 1 Video Content Viewed Online 2 News Clips Music Videos Movie Trailers TV Shows User Generated Videos Movies Sports Clips Other 5
Who are the Online Video Media Players? ,[object Object],Total Unique Video Streamers – July 2006 to December 2006 1 (millions) 6
Meet the Panelists 7
Dave’s Top Ten 8
Dave’s Top Ten ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9
Dave’s Top Ten (Cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],10
Appendix 11
Online Video – Hot or Not? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Total Video Streams Served 1 46.7% CAGR (billions) 12
What is Tomorrow’s Advertising Unit? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],US Online Display Advertising Spending, 2005 to 2011 1 ($ billions) 13
What are the Major Media Companies Doing? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Partnerships ,[object Object],[object Object],[object Object],[object Object],[object Object],Investments ,[object Object],[object Object],[object Object],[object Object],[object Object],M&A ,[object Object],[object Object],[object Object],[object Object],[object Object],14

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