Monday, May 14th. 2018
9.00 – 15.00
The transformation of the TV industry – business models, trends, and all the new players
We will be back with an updated version on May 14th, 2018
Program overview – November 9th 2017 workshop
|8:30||Breakfast and registration|
|9:00||Introduction by Claus Bülow Christensen|
|9:10||Colin Dixon: The View from the top|
|9:25||The boundaries of SVOD Growth: Netflix, Amazon|
|10:15||OTT impact on the Movie Industry|
|11:30||Online and Content disintermediation|
|12:45||The Future of Flow TV|
|13:25||Social Video and the TV Market|
|14:15||Is Voice the New TV Interface|
|14:40||Conclusions: TV 2027|
|14:55||Concluding remarks by Claus Bülow Christensen|
9:10 – The view from the top
What are the underlying trends driving the transformation of the TV industry?
- The 10,000-ft. view
9:25 – The boundaries of SVOD growth
This section will draw on industry and survey data to assess the state of the SVOD industry. We will examine the strategies of key players, and answer the question “who has got it right?” We will also look at some case studies to understand what’s working and what’s not.
- Why Netflix is still growing
- How big it can get
- How many SVOD services is too many?
- Barriers to SVOD continued growth
- The market for niche services
- Consolidation trends
- What can we learn from SVOD failures?
10:00 – The impact of streaming on the movie industry
The movie industry has struggled in 2017. Ticket sales have been falling and production costs increasing. SVOD services are increasing the pressure with simultaneous theater and streaming availability and allowing consumers to enjoy serialized drama in movie-like experiences. Leveraging consumer and industry data this section will look at where the industry is today, and where it is headed into the future.
- Is there a bottom to the collapse in disc sales?
- Netflix’ assault on the theater release window
- Can a premium VOD window be successful?
- SVOD and movie theaters in harmony
- A real-life example
11:00 – Connected Viewing
For the last several years mobile viewing has been driving the growth in the online video viewing. However, recently consumers have begun to use the connected television much more. This session will present industry data on the trends affecting consumer viewing behavior.
- In-home, out-of-home viewing
- Mobile growth slows
- The rise of the connected TV
- Roku, Apple TV, Chromecast, Amazon Fire TV
- Why aren’t smart TVs winning?
11:30 – Online and content disintermediation
For the first time, anyone with video can deliver it directly to consumers that might be interested in seeing it. This session will examine the strategies of the some of the key industry players to understand how they are positioned for today’s market, and what may come tomorrow.
- Do content providers need pay TV anymore?
- Disney’s strategic realignment
- Can Netflix manage without Disney?
- Owning the means of distribution
- Balancing demands of current and future audiences
- Is direct-to-consumer right for everyone?
- Content providers as technologists
12:45 – The future of flow TV
Linear television consumption is in decline around the world as consumers increase their on-demand video intake. Leveraging data from industry stalwarts like Nielsen and BARB and others, we will examine the trends and forecast where they may lead. We will also look at what local and regional broadcasters are doing to cope with the trend toward on-demand and online viewing.
- How fast are consumers moving away from traditional viewing?
- The threat to TV from online
- The social impact of declining flow TV viewing
- What are broadcasters doing to cope?
- What’s working, what’s not
- Strategic and organizational realignment
- Netflix/Amazon friend or foe?
13:25 – Social video and the TV market
Social video providers are now very much focused on TV business models. Drawing on consumer and industry data, this session will look at where we are in the evolution of social TV. It will also look at what to expect for the future.
- Facebook Watch tab
- YouTube originals
- Snapchat, Instagram, Twitter
- Why social matters to traditional TV providers
- Can Facebook and YouTube make the transition to TV?
14:15 – Is Voice the New TV Interface?
The good old remote control will probably still be here for some years to come – but the popularity of voice controlled interfaces are growing fast, and is already having an impact on the experience of watching tv. Will voice be the new preferred interface for tv?
14:40 – Conclusion
With things changing so fast, is possible to predict what viewing will look like ten years from today? The concluding session of the day will draw together many of themes presented during the workshop to forecast how viewing might change in the next decade.
- Home video entertainment in 2027