confidential spe service opportunities draft 2. page 1 emerging media landscape spans content...
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page 2 SPE Should Continue to Leverage Sony Hardware Groups for Devices and Third Party Partners for Content Delivery Third Party Partnerships Sony Hardware Traditional Focus AreaTRANSCRIPT
CONFIDENTIAL
SPE Service Opportunities
Draft 2
page 2
Emerging Media Landscape Spans Content Production, Services, Delivery and Playback Devices
Content Production Content Services Delivery Infrastructure Playback Devices
Cable, Satellite, Broadcast
IPWireless
TelevisionPC
Portable Media PlayerGame ConsoleMobile Phone
Linear
Games
On-demand
User Generated
Linear
On-demand
Studio
Linear
On-demand
page 3
Content Production Content Services Delivery Infrastructure Playback Devices
Cable, Satellite, Broadcast
IPWireless
TelevisionPC
Portable Media PlayerGame ConsoleMobile Phone
Linear
Games
On-demand
User Generated
Linear
On-demand
Studio
Linear
On-demand
SPE Should Continue to Leverage Sony Hardware Groups for Devices and Third Party Partners for Content Delivery
Third PartyPartnerships
Sony HardwareTraditional Focus Area
page 4
Content Production Content Services
On-demand
Studio Linear
On-demand
User Generated Linear
On-demand
Games Linear
Emerging Forms of Content and Services Create New Growth Opportunities for SPE
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
N/A
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
Considerations Recommended Investment Areas
•Nascent market with early signs of potential
–Current / Yahoo! as early entrants–No dominant player in place
•Large, established market with limited growth potential
•No established market, questionable potential
•Early stage with significant growth–Investment focus for studios–Early validation for advertising
opportunities
•Early stage with significant growth–Infrastructure now in place–User adoption accelerating
•Continued growth opportunities–Mobile games–Streamed and downloaded for PC–IP delivery to PS3 and XBOX
Amateur:
“Prosumer”
•Content–Studio-produced short form and user generated video
•Services–On-demand services across content types
–Linear services for user generated video
•Advertising–Staff and infrastructure to monetize new services through ad sales
page 5
Areas of Analysis
Content AdvertisingService
•Evaluate new forms of digital content to be developed by SPE
–Short-form–Mobile
•Recommend organizational approach to content digital production
–Business Unit responsibilities–Budgeting and green light process
•Identify opportunities to re-purpose user generated (prosumer) content
–Process to identify best content
–Economics of user revenue sharing
•TBD •Analyze and recommend ad sales organizational structure
–Dedicated new media ad sales team
–International team
•Assess needs for new infrastructure for digital ad sales
–Ad insertion–Ad server–Geo-filtering
•Identify new forms of ads tailored to emerging services
–Interactive advertisements–User generated ads