Christophe Rufin, Director – OTT TV Ecosystem at Orange provided his views on TV in 2020 at the Connected TV Summit 2014.

1. TV in 2020TV in 2020
Connected TV Summit - Day 1 breakfast panel
J 11 2014June 11, 2014
Christophe Rufin
Orange
Di t OTT TV E tDirector – OTT TV Ecosystem
christophe.rufin@orange.com
Twitter: @christopherufin

2. About OrangeAbout Orange
j l iOne of the world leader CSPs A major European multiscreen
operator
One of the world leader CSPs
239M customers in 160 countries
Turnover : 41B€ (2013)
Connected TV Summit ‐ Orange ‐ @christopherufin

3. Connected TV Summit ‐ Orange ‐ @christopherufin

4. Insight TV in 2020Insight – TV in 2020
Total video
viewing time
will increase
dramatically
Connected TV Summit ‐ Orange ‐ @christopherufin

5. Hint #1 video usage on new media add upHint #1 video usage on new media add up
Average time spent weekly, USA. Source: Nielsen cross-platform report 2013
Connected TV Summit ‐ Orange ‐ @christopherufin

6. Hint #2 the boom of video compatible devicesHint #2 the boom of video-compatible devices
Connected TV Summit ‐ Orange ‐ @christopherufin

7. Insight TV in 2020Insight – TV in 2020
Eyes will shiftEyes will shift
from Free-to-airfrom Free to air
to Pay-TVto Pay TV
& VOD
Connected TV Summit ‐ Orange ‐ @christopherufin

8. Hint #1 ad supported TV is under pressureHint #1 ad-supported TV is under pressure
Connected TV Summit ‐ Orange ‐ @christopherufin

9. Hint #2 quality content is shifting to premium servicesHint #2 quality content is shifting to premium services
You get to watch this for free! Not this!
Connected TV Summit ‐ Orange ‐ @christopherufin

10. Hint #3 IPTV & OTT pay video services to account for most
of the growth of TVof the growth of TV
Pay‐TV households, net additions or losses by primary platform,
Western Europe, 2013–2018
Connected TV Summit ‐ Orange ‐ @christopherufin
Source: analysys mason

11. Insight TV in 2020Insight – TV in 2020
Piracy will bePiracy will be
containedcontained
Connected TV Summit ‐ Orange ‐ @christopherufin

12. Hint #1 convenience is a piracy killerHint #1 convenience is a piracy killer
Connected TV Summit ‐ Orange ‐ @christopherufin

13. Hint #2 illegal file sharing can’t rival the convenience of TV
EverywhereEverywhere
Connected TV Summit ‐ Orange ‐ @christopherufin

14. Insight TV in 2020Insight – TV in 2020
Households will
pay more for
content
Connected TV Summit ‐ Orange ‐ @christopherufin

15. Hint #1 VOD and sVOD are no substitutes they add upHint #1 VOD and sVOD are no substitutes, they add up
UK expenditure on digital videop g
Connected TV Summit ‐ Orange ‐ @christopherufin
Source: Bain Creative UK report 2014

16. Hint #2 digital Pay TV to grow 5% per year in Western EUHint #2 digital Pay-TV to grow ~5% per year in Western EU
Digital Pay‐TV revenue forecast,
Western Europe 2013–2018Western Europe, 2013 2018
Connected TV Summit ‐ Orange ‐ @christopherufin
Source: Strategy Analytics

17. S h t illSo, what will
th f t l kthe future look
lik ?like?
Connected TV Summit ‐ Orange ‐ @christopherufin

18. Even more screensEven more screens
Connected TV Summit ‐ Orange ‐ @christopherufin

19. TV set to become a very large monitorTV set to become a very large monitor
Sources: Wikipedia Commons, www.planar.com
1980 1990 2000 2010 2020
Connected TV Summit ‐ Orange ‐ @christopherufin
p p

20. The end of set top boxesThe end of set-top-boxes
because placing the box on top of the screen will be increasingly difficult
Connected TV Summit ‐ Orange ‐ @christopherufin

21. The set top box makes the smart TV smarterThe set-top box makes the smart TV, smarter
Connected TV Summit ‐ Orange ‐ @christopherufin

22. 2014: STBs come in various shapes and styles2014: STBs come in various shapes and styles
Connected TV Summit ‐ Orange ‐ @christopherufin

23. 2020: not a set top box a smart box is the hub for digital life2020: not a set-top box, a smart box is the hub for digital life
Connected TV Summit ‐ Orange ‐ @christopherufin

24. 2020: a typical Pay TV service2020: a typical Pay-TV service
PREMIUM CONTENT & MULTISCREEN SERVICES
Premium channels
zz
Premium channels
with catch‐up
Search &
recommendation
zz
Wide choice of
VOD, eST &
sVOD On‐demand
games
Built‐in social
features
Personal media
library
A KILLER
“FOLLOW-ME” STYLE
TABLET
NOW THE MAIN
games y
Connected TV Summit ‐ Orange ‐ @christopherufin
USER EXPERIENCE CONTROL SCREEN

25. 2020 Why the OTT didn’t win2020 - Why the OTT didn t win
Connected TV Summit ‐ Orange ‐ @christopherufin

26. 2020 What happens on Youtube stays on Youtube2020 – What happens on Youtube, stays on Youtube
350 million views
4 million channel subscribers
but… only 150 000 cinema entries in 2013
Connected TV Summit ‐ Orange ‐ @christopherufin

27. thanksthanks
@christopherufin
Connected TV Summit ‐ Orange ‐ @christopherufin