www.pwc.com/pt The collaborative future: reshaping for consumer relevance and engagement Lisbon, 30 September 2011 Global entertainment & media outlook Marcel Fenez Global Leader, Entertainment & Media Agenda Internet access spending Internet advertising TV subscriptions and license fees Television advertising Recorded music Filmed entertainment Video games Consumer magazine publishing Newspaper publishing Radio Out-of-home advertising Consumer and educational book publishing Business-to-business Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 2 2010: the E&M industry emerges from recession 2010 growth: stronger than expected Internet Advertising TV Advertising Internet Access TV Subscriptions Video Games Radio Total Out-of-Home Advertising Filmed Entertainment† 1 Consumer and Educational Book Publishing Consumer Magazine Publishing Newspaper Publishing Business-to-Business Recorded Music -10.0 Note:1 does not include cinema advertising Global Entertainment & Media Outlook 2011-2015 PwC -5.0 0.0 5.0 Actual growth 10.0 15.0 20.0 Projected growth 30 Setembro 2011 Slide 4 The Outlook to 2015 Entertainment and media growth rates 2011 – 2015 (Globally 5.7% CAGR) Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 6 Entertainment and media growth rates 2011 – 2015 UK 3.7% US 4.6% France 4.0% Germany 3.4% Japan 2.5% Mature: 3.9% Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 7 Entertainment and media growth rates 2011 – 2015 UK 3.7% US 4.6% Germany 3.4% Russia 11.7% China 11.6% France 4.0% Japan 2.5% Brazil 11.4% India 13.0% Mature: 3.9% Global Entertainment & Media Outlook 2011-2015 PwC BRIC: 11.7% 30 Setembro 2011 Slide 8 Entertainment and media growth rates 2011 – 2015 UK 3.7% US 4.6% Germany 3.4% Russia 11.7% China 11.6% Turkey 13.2% France 4.0% Mexico 8.7% Japan 2.5% Vietnam 17.3% Columbia 11.2% Brazil 11.4% MENA 16.1% Pakistan 23.7% Indonesia 11.9% India 13.0% South Africa 9.2% Mature: 3.9% Global Entertainment & Media Outlook 2011-2015 PwC BRIC: 11.7% Golden8: 12.7% 30 Setembro 2011 Slide 9 Growth by segment % CAGR 2011-2015 Internet Advertising Internet Access Video Games TV Subscriptions TV Advertising Filmed Entertainment Out-of-Home Business-to-Business Radio Consumer Magazine Publishing Consumer and Educational Book Publishing Newspaper Publishing Recorded Music -4 -2 0 2 Portugal Global Entertainment & Media Outlook 2011-2015 PwC 4 6 8 10 12 14 16 Global 30 Setembro 2011 Slide 10 Broadband penetration Mature vs. BRIC vs. Golden 8 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 2006 2007 2008 2009 Mature Global Entertainment & Media Outlook 2011-2015 PwC 2010 Portugal 2011 Golden 8 2012 2013 2014 2015 BRIC 30 Setembro 2011 Slide 11 Mobile penetration (Mobile Internet/Wireless Subs) Mature vs. BRIC vs. Golden 8 60% 50% 40% 30% 20% 10% 0% 2006 2007 2008 2009 Mature Global Entertainment & Media Outlook 2011-2015 PwC 2010 Portugal 2011 Golden 8 2012 2013 2014 2015 BRIC 30 Setembro 2011 Slide 12 Smart devices drive spending on E&M content 1400 Unit sales - millions 1200 1000 800 600 400 200 0 2005 2006 2007 e-Reader Global Entertainment & Media Outlook 2011-2015 PwC 2008 2009 Tablet 2010 2011 2012 2013 2014 2015 Smartphone 30 Setembro 2011 Slide 13 Advertising spending Advertising revenues to 2015 CAGR 2011-2015 3.9% 350,000 300,000 US$ millions 250,000 200,000 150,000 100,000 12.8% 50,000 8.9% 2.9% 0 2010 2011 Mature Global Entertainment & Media Outlook 2011-2015 PwC 2012 BRIC 2013 Golden 8 2014 2015 Portugal 30 Setembro 2011 Slide 15 Advertising revenue growth to 2015 BRIC Golden 8 Mature Portugal 0 2 4 6 8 10 12 14 %CAGR 2011-2015 Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 16 Digital advertising global share 2010 and 2015 2010 2015 Digital; 15.9% Nondigital; 84.1% Global Entertainment & Media Outlook 2011-2015 PwC Digital; 22.5% Nondigital; 77.5% 30 Setembro 2011 Slide 17 Digital vs. non-digital advertising Mature vs. BRIC vs. Golden 8 Mature vs. BRIC vs. G8 Advertising Digital vs. Non Digital 26.2% 350,000 300,000 18.4% 250,000 200,000 150,000 17.3% 100,000 11.0% 6.2% 3.2% 50,000 2010 2015 2010 Mature BRIC Non-digital Global Entertainment & Media Outlook 2011-2015 PwC 2015 2010 2015 G8 Digital 30 Setembro 2011 Slide 18 Global advertising spending by segment 2010 Television excl. mobile and online 38% 2015 Other 9% Out-of-Home 6% Consumer Magazines print 6% Other 6% Out-of-Home 6% Consumer Television excl. mobile and online 38% Magazines print 6% Radio 6% Radio 7% Digital advertising 23% Digital advertising 16% Newspapers print 15% Newspapers print 18% By platform Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 19 Global advertising spending by segment 2010 2015 Other 9% Other 11% Out-of-home 6% Television 38% Out-of-home 6% Television 40% Consumer magazines 6% Consumer magazines 6% Radio 6% Radio 7% Internet advertising 16% Internet advertising 12% Newspapers 17% Newspapers 20% By ownership Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 20 Portugal advertising spending by segment 2010 Directories and trade magazines 5% Internet advertising 3% 2015 Other 1% Directories and trade magazines 3% Internet advertising 5% Radio 5% Other 2% Radio 4% Newspapers 7% Newspapers 7% Out-of-home 10% Television 52% Consumer magazines 17% Global Entertainment & Media Outlook 2011-2015 PwC Out-of-home 10% Television 54% Consumer magazines 15% 30 Setembro 2011 Slide 21 Consumer/end-user spending 6 4 2 %CAGR 2011-2015 Global consumer spending growth 10 8 Recorded music Consumer magazines Newspapers Consumer and educational books Radio 30 Setembro 2011 Slide 23 Global Entertainment & Media Outlook 2011-2015 PwC Business-to-business Filmed entertainment TV subscriptions and license fees -2 Video games 0 Digital consumer spending Mature 2010 2015 Digital 6% Non-digital 94% Global Entertainment & Media Outlook 2011-2015 PwC Digital 11% Non-digital 89% 30 Setembro 2011 Slide 24 Digital consumer spending BRIC 2010 2015 Digital 10% Non-digital 90% Global Entertainment & Media Outlook 2011-2015 PwC Digital 16% Non-digital 84% 30 Setembro 2011 Slide 25 Digital consumer spending Golden 8 2010 2015 Digital 4% Non-digital 96% Global Entertainment & Media Outlook 2011-2015 PwC Digital 6% Non-digital 94% 30 Setembro 2011 Slide 26 Global consumer spending in 2015 Digital vs non-digital TV Subscriptions and License Fees Business-to-Business Consumer and Educational Books Filmed Entertainment Video Games Newspapers Consumer Magazines Recorded Music Radio 0 50 100 150 200 250 300 $billion Global Entertainment & Media Outlook 2011-2015 PwC Digital 2015 Non-digital 2015 30 Setembro 2011 Slide 27 Consumer spending in Portugal growth to 2015 TV subscriptions Video games Radio Filmed entertainment Business-to-business Newspapers Consumer and educational books Consumer magazines Recorded music -4 -2 0 2 4 6 8 10 %CAGR 2011-2015 Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 28 Digital Share of total E&M revenues Portugal vs. other markets Golden 8 Spain Portugal BRIC Global 2010 UK 2015 Mature France Germany Ireland 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Digital share of E&M revenues Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 29 The collaborative future... ... reshaping for consumer relevance and engagement 1. The digitally empowered consumer 2. The involved advertiser 3. Collaboration: the route to competitive advantage Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 31 A „golden age‟ for the digitally empowered consumer 01 What will people pay for? Convenience Experience Leads to sustainable, profitable and engaged relationships with the consumer Quality Participation Privilege Global Entertainment & Media Outlook 2011-2015 PwC Advantages outweigh attractiveness of free and pirated content 30 Setembro 2011 Slide 33 How do people access? Ownership Storage on device Global Entertainment & Media Outlook 2011-2015 PwC Streaming Storage in the cloud 30 Setembro 2011 Slide 34 The involved advertiser 02 What does an „involved advertiser‟ look for? • Engagement with ‘digital natives’ in their own space, e.g. social media. • Personalised interaction. • Compelling content and intensity of experience. • Cross-platform reach – new devices and channels. • Verifiable evidence of consumer engagement. Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 36 Greater involvement is being achieved by... • Social media creates social intelligence. • TV and Video Games’ strength comes from cross-platform integration. • Location-based marketing and addressable advertising. • Digital billboards and smartphones offer interactive experiences. • Advertisers are collaborating, experimenting and innovating. Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 37 Collaboration: the route to competitive advantage 03 Operating model for the digital future: the Collaborative Digital Enterprise “An enterprise that is dynamic, interconnected, and continuously engaged with its entire customer, employee and supplier ecosystem , through technology” Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 39 The route to success in the emerging digital environment Digital Demand Data Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 40 Imperatives for future success Data mining Data security Future-proofing content End-to-end digital workflow Digital talent management Global Entertainment & Media Outlook 2011-2015 PwC 30 Setembro 2011 Slide 41 Questions The complete picture: www.pwc.com/outlook © 2011 PwC. All rights reserved. Not for further distribution without the permission of PwC. “PwC” refers to the network of member firms of PricewaterhouseCoopers International Limited (PwCIL), or, as the context requires, individual member firms of the PwC network. Each member firm is a separate legal entity and does not act as agent of PwCIL or any other member firm. PwCIL does not provide any services to clients. PwCIL is not responsible or liable for the acts or omissions of any of its member firms nor can it control the exercise of their professional judgment or bind them in any way. No member firm is responsible or liable for the acts or omissions of any other member firm nor can it control the exercise of another member firm’s professional judgment or bind another member firm or PwCIL in any way. PwC
© Copyright 2024 ExpyDoc
