@clivedickens In/cdickens /cdickens

Clive Dickens

CDO10 Feb 2017

MFA Lecture The Lecturers

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We have a Company Strategy in an increasingly Digital World

STRATEGY IN ACTION

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“Delivering engagement and value through

powerful storytelling”

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Increasingly Connected to Video

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Increasingly Universal Access to Cheaper & Faster Mobile Internet

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Screen timeis exploding

STRATEGY IN ACTION

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Global Mobile Data Traffic 2015-2020 8x Growth Forecasted

Traffic 30 EB/mo

Mobile video now accounts for 55%

Source : Cisco White Paper Feb 2016

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But the battle for ‘SCREENTIME’

STRATEGY IN ACTION Source: SWM ‘Share of Eye’ data and Company estimates

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Free and Social Mobile Video dominate VOD Screentime not SVOD

STRATEGY IN ACTION Source: Edison Research ‘Share of Eye’ Study 1,500 Australians www.shareofeye.com.au

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CY15:$322m

CY19:$706m

CAGR:21.7%

CY15:$1.2b

CY19:$2.9b

CAGR:23.7%

CY15:$587m

CY19:$2.2b

CAGR:39.2%

CY15:$2.4b

CY19:$4.1b

CAGR:14.6%

Australian

Social Media

Australian Mobile

Native + Display

Australian Digital Video

AVOD + SVOD + TVOD

So Mo Vo CoAustralian Mobile

Commerce

Prior Year:CAGR: 29%

Social: Mumbrella September 2014, ForresterMobile (Native and Display): PwC Outlook 2016Video (AVOD, SVOD, SVOD): PwC Outlook 2016Mobile Commerce: Ibis World March 2016, Powerretail.com.au February 2015

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We own the Stories

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2016 Series Broadcast Audience = 13.3m

449,182Live Streams

6.8mLive Minutes

4.8mVOD Streams

106mVOD Minutes

Source : VPM

Total Video Audience

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We have the rights totell the stories on every screen

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Sources:

1. Seven Internal Analytics - acma, How did Australians follow the London 2012 Olympic Games?, March 2013

2. Seven Internal Analytics - NBC Official press release, 2012 - US Census Bureau & World Bank 2012

NBC Sports Group Press Box, August 22nd 2016

Percentage of Seven’s minutes compared to total NBC minutes

Olympics on 7 Rio 2016 streaming 333% bigger than London 2012

and 222% higher than NBC Olympics per capita1 2

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Live Streaming Reaches Light TV Users

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IS MULTI PLATFORM

Nielsen 2016STRATEGY IN ACTION

99%TOTAL BROADCAST

IN HOME &

OUT OF HOME

99%TOTAL BROADCAST

LIVE STREAMING

93%BROADCAST

IN HOME

33%BROADCAST

OUT OF HOME

20%SOCIAL

24%ONLINE VIDEO

35%ANY ONLINE

26%LIVE STREAMING

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We have the Screen Businessmodels and products

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STRATEGY IN ACTION

TV is becoming Addressable

TOTAL OF 5.7M INDIVIDUALS+ 1.3M IN LAST 7 MONTHS!

@clivedickens In/cdickens /cdickens

Clive Dickens

CDO10 Feb 2017

MFA Lecture The Lecturers