13. No set-top boxes.No lock-in contracts.No high upfront costs.No ISP restrictions.No waiting – streaming vod.
14. The model is clear, andtechnologies are proven at scale.
15. Catchup TV services have proven that consumer broadband and distribution networks are ready.
16. And demand is picking up. For DISCS! ANZ DVD-by-mail prob. peaks later US: DVD-by-mail peaks sometime in 2012-2014 Streaming Replaces DVD-by-mail over time 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 Netflix: “DVD-by-mail shipments peaking soon”
17. Time to accelerate growth of our core DVD business.AND add digital to the mix. + + + streaming streaming
18. We are already #1 in online DVD distribution in Australia.
19. We aim to be #1 in digital multiplatform movie & TV entertainment too.