confidential spe service opportunities draft 2. page 1 traditional studio content and distribution...
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CONFIDENTIAL
SPE Service Opportunities
Draft 2
page 2
Traditional Studio Content and Distribution Business are Fragmenting
Studio
User Generated
Games
On-demand
Linear
Broadcast
Cable
Satellite
IP
Wireless
Television
PC
Portable Media Player
Game Console
Mobile Phone
EstablishedEmerging
Content Production Delivery InfrastructureContent Services Playback Devices
page 3
Hypothesis for High Level Focus Areas
Studio
User Generated
Games
On-demand
Linear
Broadcast
Cable
Satellite
IP
Wireless
Television
PC
Portable Media Player
Game Console
Mobile Phone
EstablishedEmerging
Content Production Delivery InfrastructureContent Services Playback Devices
SPE Focus on Content and Adjacent Service Businesses
Third Party Partnerships
Sony Hardware
page 4
Hypothesis for High Level Focus Areas
Studio
User Generated
Games
Content Production Content Services
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
Amateur:
2006: $X2009: $XCAGR: X%
“Prosumer”
2006: $X2009: $XCAGR: X%
Linear
On-demand2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
Linear
On-demand2006: $X2009: $XCAGR: X%
2006: $X2009: $XCAGR: X%
Linear
On-demand2006: $X2009: $XCAGR: X%
•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, PC, and console games
Considerations
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