media landscape updater 2011

61
MEDIA LANDSCAPE UPDATER b y

Upload: mediadirectionomd

Post on 09-May-2015

306 views

Category:

Business


4 download

TRANSCRIPT

Page 1: Media landscape updater 2011

MEDIA LANDSCAPE UPDATER

by

Page 2: Media landscape updater 2011

AGENDA1. Media snapshot2. TV advertising3. Press advertising4. Outdoor advertising5. Cinema advertising6. Radio advertising7. Online advertising8. Inspiration Point

Page 3: Media landscape updater 2011

MEDIA SNAPSHOT

• Landscape• Media shares• Biggest players• Sectors

Page 4: Media landscape updater 2011

LANDSCAPE

After 3Q of 2011 is stronger than 2010 by average 5%. In September marketers invested only 1% more in comparison to September 2010. Estimations for the further months are rather pessimistic.

Source: Kantar Media, ratecard expenditures

1 2 3 4 5 6 7 8 9 10 11 120

500,000,000

1,000,000,000

1,500,000,000

2,000,000,000

2,500,000,000

3,000,000,000 1

,104

,630

,695

1,2

67,8

67,8

46

1,7

95,4

66,0

91

1,7

49,5

57,8

07

1,9

32,3

77,6

62

1,7

23,0

87,0

25

1,1

67,4

87,6

54

1,1

50,9

98,7

83

1,9

02,1

18,7

15

2,2

91,8

03,6

03

2,3

10,5

70,4

80

1,9

65,8

40,5

48

1,2

96,0

99,9

97

1,5

50,2

91,2

52

2,2

52,3

90,9

12

1,7

02,3

35,5

99

2,4

18,1

17,3

33

2,2

08,7

33,4

40

1,4

75,9

02,1

29

1,3

55,3

38,0

94

2,2

39,5

36,6

76

2,6

81,5

84,9

49

2,5

01,3

04,1

60

2,0

50,9

58,4

24

1,3

78,8

56,6

06

1,5

68,2

10,9

22

2,3

19,6

15,3

64

2,2

26,3

32,2

70

2,4

34,4

11,4

24

2,2

30,6

62,5

00

1,5

19,5

85,9

66

1,3

96,9

82,6

51

2,2

68,1

05,2

66

2009 2010 2011

Page 5: Media landscape updater 2011

MEDIA REVENUES YTD TOTAL

TV is the strongest medium with share on the level of 59%, however recently we observe low dynamic of TV investments. Radio notes the highest increase of expenditures (32%). Investments for Cinema, Outdoor and Newspapers are on the stable level.

Source: Kantar Media, ratecard expenditures

Cinema

Outdoor

Newspapers

Magazines

Radio

Television

1,000,000,000 3,000,000,000 5,000,000,000 7,000,000,000 9,000,000,000 11,000,000,000Cinema Outdoor Newspapers Magazines Radio Television

Jan-Sep 2009 288798144 930572929 1351969580 1742717127 1501158648 7978375850

Jan-Sep 2010 453466139 881688111 1321832035 1785721458 1740743484 10315294205

Jan-Sep 2011 471891231 926365307 1344014891 2033145377 2289352336 10277993827

Jan-Sep 2011Jan-Sep 2010Jan-Sep 2009

Page 6: Media landscape updater 2011

20 BIGGEST PLAYERS YTD TOTAL

By the end of 3Q of 2010, half of biggest advertisers decreased their media investments. The biggest drop in terms of RC expenditures was noted by Unilever and Henkel. The biggest increase of expenditures noted by Lidl and Aflofarm.

Source: Kantar Media

Page 7: Media landscape updater 2011

SECTORS YTD TOTAL

For the last three years top 3 sectors are: food, medicines and telecoms.

Source: Kantar Media

2009

2010

Jan - Sep 2011

0%

20%

40%

60%

80%

100%

14%15%

13%

9%11%

12%

14% 13%

12%

10%10%

9%

8%8%

8%

7%6%

7%

7%7%

7%

8%7%

7%

6%6%

6%

5%5%

5%

4%4%

4%

COMPUTER & AUDIO VIDEO

HOUSEHOLD APPLIANCES, FURNITURE & DECORATION

CLOTHING & ACCESSORIES

HOUSEHOLDS PRODUCTS - CLEANERS & SUPPLIES

TRAVEL / TOURISM / HOTELS & RESTAURANTS

LEISURE

BEVERAGES & ALCOHOLS

AUTOMOTIVE

MEDIA, BOOKS, CDs AND DVDs

OTHERS

FINANCIAL

RETAIL

HYGIENE & BEAUTY CARE

TELECOMS

PHARMACEUTICAL PRODUCTS, MEDICINE

FOOD

Page 8: Media landscape updater 2011

TV ADVERTISING• Average Time Viewed• All time viewing• Commercial impact• Minutes sold• Nice to know• How do we monitor TV?

Page 9: Media landscape updater 2011

AVERAGE TIME VIEWED

Source: AGB Research Nielsen

Average Time Viewed (in minutes) is on the same level as in previous year. ATV is lower during the summer months what reflects traditional seasonality on Polish media market.

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 51100

120

140

160

180

200

220

240

260

280

300

2010 2011

Page 10: Media landscape updater 2011

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 520%

2%

4%

6%

8%

10%

12%

14%

16%

18%

20%All 16-49

TVP1

TVP2

Polsat

TVN

TVP thematic (7)

Polsat thematic (11)

TVN thematic (10)

AtMedia (52)

Discovery (8)

TVP3

TV4

TVN7

other cab/sat

ALL TIME VIEVING

We can observe rise of shares of mainstream channels - TVN and Polsat. At the same time thematic channels shares fall.

Source: AGB Research NielsenTVP thematic contains: TVP info(TVP3); TVP Historia, TVP HD , TVP Seriale, TVP Kultura, TVP Polonia, and TVP SportPolsat thematic contains: TV4, TV6, Polsat2, Superstacja, Polsat Cafe, Polsat Film, Polsat Futbol, Polsat News, Polsat Play, Polsat Sport and Polsat Sport ExtraTVN Thematic contains: TVN7, TVN24, TVN Turbo, TVN Style, TVN Meteo, PULS, 4FunTV, Rebel.TV and Religia.TVAt Media is thematic channel broker. It contains: 13th Street Universal, Ale kino!, AXN, AXN Crime, AXN Sci-Fi, BBC Entertainment, BBC Knowledge, BBC Lifestyle, CANAL+, CANAL+ SPORT, CANAL+ GOL, Cbeebies, Club TV, Comedy Central, Comedy Central Family, Czwórka Polskie Radio, Deutsche Welle, Disney Channel, Disney Junior, Disney XD, Domo.tv, Eska TV, Extreme Sports Channel, Fashion TV, FilmBox, FOX, FOX Life, HISTORY, Hyper, iTV, Kino Polska, Kuchnia.tv,, MiniMini, Movies 24, MTV, Nat Geo Wild, National Geographic Channel, Nickelodeon, Orange Sport, Orange sport info, Planete, Polsat JimJam, Sportklub, TCM, Tele 5, Travel Channel, TV5 Monde, TVS, Universal , Channel, Viacom Blink!, VIVA, Wedding TV, ZigZap, Zone Europa, Zone Reality, Zone Romantica, Polo TV, Rodin TV, SciFi Universam

Page 11: Media landscape updater 2011

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49 510%

5%

10%

15%

20%

25%

30%

All 16-49 TVP1

TVP2

Polsat

TVN

TVP thematic (7)

Polsat thematic (11)

TVN thematic (10)

AtMedia (49)

Discovery (7)

TVP3

TV4

TVN7

SHARE OF MARKET

TVN and Polsat have the highest share among TV market. At Media is between TVP1 and TVP2 – both are mainstream channels.

Source: AGB Research Nielsen

TVP thematic contains: TVP info(TVP3); TVP Historia, TVP HD , TVP Seriale, TVP Kultura, TVP Polonia, and TVP SportPolsat thematic contains: TV4, TV6, Polsat2, Superstacja, Polsat Cafe, Polsat Film, Polsat Futbol, Polsat News, Polsat Play, Polsat Sport and Polsat Sport ExtraTVN Thematic contains: TVN7, TVN24, TVN Turbo, TVN Style, TVN Meteo, PULS, 4FunTV, Rebel.TV and Religia.TVAt Media is thematic channel broker. It contains: 13th Street Universal, Ale kino!, AXN, AXN Crime, AXN Sci-Fi, BBC Entertainment, BBC Knowledge, BBC Lifestyle, CANAL+, CANAL+ SPORT, CANAL+ GOL, Cbeebies, Club TV, Comedy Central, Comedy Central Family, Czwórka Polskie Radio, Deutsche Welle, Disney Channel, Disney Junior, Disney XD, Domo.tv, Eska TV, Extreme Sports Channel, Fashion TV, FilmBox, FOX, FOX Life, HISTORY, Hyper, iTV, Kino Polska, Kuchnia.tv,, MiniMini, Movies 24, MTV, Nat Geo Wild, National Geographic Channel, Nickelodeon, Orange Sport, Orange sport info, Planete, Polsat JimJam, Sportklub, TCM, Tele 5, Travel Channel, TV5 Monde, TVS, Universal , Channel, Viacom Blink!, VIVA, Wedding TV, ZigZap, Zone Europa, Zone Reality, Zone Romantica, Polo TV, Rodin TV, SciFi Universam ,

Page 12: Media landscape updater 2011

SECONDS SOLD

Source: AGB Research Nielsen

Week 42– highest sell out ever – 6,2 million seconds sold. The reason is progressing fragmentation of TV market (new thematic channels are being launched and monitored – e.g. Polo TV, Rodin TV and SCIFI Universal)

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 520

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

Advertising Seconds sold - total market

2006 2007 2008 2009 2010 2011

Page 13: Media landscape updater 2011

SECONDS SOLD

Source: AGB Research Nielsen

In 2011 TVP (TVP1 & TVP2) opened more inventory, than in previous years. It exceeded several times 180 000 seconds per week.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 520

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

180,000

200,000Advertising Seconds sold - TVP

2006 2007 2008 2009 2010 2011

Page 14: Media landscape updater 2011

SECONDS SOLD

Source: AGB Research Nielsen

TVN keeps similar level as in previous years.

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 520

20,000

40,000

60,000

80,000

100,000

120,000

Advertising Seconds sold - TVN

2006 2007 2008 2009 2010 2011

Page 15: Media landscape updater 2011

SECONDS SOLD

Source: AGB Research Nielsen

Polsat increased their inventory to the sell out limit (which is 12 minutes per hour).

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 520

20,000

40,000

60,000

80,000

100,000

120,000

140,000

Advertising Seconds Sold - Polsat

2006 2007 2008 2009 2010 2011

Page 16: Media landscape updater 2011

SECONDS SOLD

Source: AGB Research Nielsen

At Media as a broker modifies their portfolio each year. Currently It is about 3,4 million seconds per week

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 520

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

4,000,000

Advertising Seconds Sold - AT Media

2006 2007 2008 2009 2010 2011

Page 17: Media landscape updater 2011

TV – NICE TO KNOW

Page 18: Media landscape updater 2011

TV NEWS PROGRAMS LOOSE THE AUDIENCE?

According to Rzeczpospolita TV news programs loose the audience for Internet.

In October „Fakty”, „Wiadomości” and „Teleexpress” lost the most in comparison to October 2010. „Fakty”: -7%, „Wiadomości”: - 10%, „Teleexpress”: - 9%

The most stable news programs are: „Wydarzenia” in Polsat and „Panorama” in TVP2

Page 19: Media landscape updater 2011

TELEMETRY – HOW DO WE MONITOR TV?

Source: AGB Research Nielsen

Telemetry - a technology that allows remote measurement of TV audience ratings.

Arianna - software used to process and display telemetric data. It enables a wide range of analyses (e.g. analyze of frequency, market shares, costs)

Currently there are 2 companies in the market that specialize in audience ratings measurement:

Page 20: Media landscape updater 2011

TELEMETRY

Source: AGB Research Nielsen

TNS OBOP- research institute providing data to Polish Television (TVP); their contract expires on 31.12.2011

Nielsen Audience Measurement- research institute providing uniform (homogeneous) data to almost entire market. Every TV station, media houses, advertisers, media auditors use it. From 1.01.2012 also TVP is going to use Nielsen’s data.

Page 21: Media landscape updater 2011

NIELSEN POLAND

Source: AGB Research Nielsen

In Poland television audience is measured since 1996. The number of panelists increased since 1996 from 1231 households to almost 1800 in 2011. In total- 4500 people, aged 4+.

Increasing amount of members in the panel was proportional in each controlled category.

Yearly rotation in the last few years oscillates between 15-20%.

Page 22: Media landscape updater 2011

PANEL

Source: AGB Research Nielsen

Basic purposes of the system:

• Identifying TV stations• Gathering and storing data (who watches?, when?, how

long? And what is being watched? • Transmitting data to the main computer in order to process it.

Telemeter - measuring device

Installed to each TV set in a household. Thanks to a special remote control it identifies who watches TVin a particular moment.

Page 23: Media landscape updater 2011

PANEL – HOW IT WORKS?

Source: AGB Research Nielsen

The Seven Steps of the Nielsen Television Audience Measurement (TAM) system guarantee the production of reliable, independent and transparent TAM data in every operating company within the Group.

System elements:1. Establishment Survey – analysis of the society structure2. Recruitment– choosing group of households representing

population3. Installation of telemeters in chosen households;4. Everyday data transmission- from households to central

Nielsen’s computer5. Data processing6. Data bases of programms, commercial spots and breaks. 7. Providing data bases to Arianna users.

Page 24: Media landscape updater 2011

PRESS ADVERTISING

• Investments• Seasonality• Players and sectors• Publishers

Page 25: Media landscape updater 2011

PRINT INVESTMENTS

Advertisers invested 10% more in press vs. Jan-June 2010, but bought only 5% ads more by this period (it is still less by 1% than in 2009)

Source: Kantar Media

2009 2010 20110

500,000,000

1,000,000,000

1,500,000,000

2,000,000,000

2,500,000,000

3,000,000,000

3,500,000,000

4,000,000,000

4,500,000,000

5,000,000,000

4,40

2,24

4,70

8

4,45

2,43

0,09

8

3,09

4,68

6,70

7

3,10

7,55

3,49

3

3,37

7,16

0,26

8

Full Year Jan-Sep

+9%

By the end of 3Q 2011 advertisers invested over 9% more in comparison to the same period of 2010. Free emissions and beneficial last offers may cause the ratecard growth, however it may not translate into increase of net expenditures.

Page 26: Media landscape updater 2011

SEASONALITY

Advertisers invested 10% more in press vs. Jan-June 2010, but bought only 5% ads more by this period (it is still less by 1% than in 2009)

Source: Kantar Media

Advertisers invested 9% more in press vs. Jan – Sept 2010, but bought only 2% ads more by this period (it is still less by 2% than in 2009)

1 2 3 4 5 6 7 8 9 10 11 12 -

50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

300,000,000

350,000,000

400,000,000

450,000,000

500,000,000

-

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

Investments I - XII 2009

Investments I - XII 2010

Investments I - IX 2011

Insertions I - XII 2009

Insertions I - XII 2010

Insertions I - IX 2011

Page 27: Media landscape updater 2011

SECTORS

We observe significant increase of expenditures on Media, Books, CD’s, Hygiene & Beauty care and Telecoms.On the other hand Automotive Sector, Retail and Food are rather pulling back from print media.

Source: Kantar Media

0

100,000,000

200,000,000

300,000,000

400,000,000

500,000,000

600,000,000

700,000,000

-

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

100,000

Investments Jan-Sep 2009

Investments Jan-Sep 2010

Investments Jan-Sep 2011

Insertions Jan-Sep 2009

Insertions Jan-Sep 2010

Insertions Jan-Sep 2011

Page 28: Media landscape updater 2011

PUBLISHERS

Agora is no1 Publisher, but it’s loosing its potential. Bauer increases its revenues even by 41%.

Source: Kantar Media, M&MP

0

100,000,000

200,000,000

300,000,000

400,000,000

500,000,000

600,000,000

700,000,000

0

10000

20000

30000

40000

50000

60000

70000

80000

90000

100000

Investments Jan-Sep 2009

Investments Jan-Sep 2010

Investments Jan-Sep 2011

Insertions Jan-Sep 2009

Insertions Jan-Sep 2010

Insertions Jan-Sep 2011

Page 29: Media landscape updater 2011

PRESS – NICE TO KNOW

Page 30: Media landscape updater 2011

“CARS” MAGAZINE HAS BEEN CLOSED DOWN

Zwierciadło Publishing House has decided to shut down monthly automotive magazine ‘Cars’. The decision was rationalized by the lack of perspectives for development of automotive press in Poland.

Page 31: Media landscape updater 2011

“FLESZ.Gwiazdy&Styl” - BIWEEKLY MAGAZINE DEBUT

A new biweekly magazine of the Edipresse Polska Publishing House has made its debut on the market. ‘Flesz.Gwiazdy&Styl’ writes about famous people and their style.

Page 32: Media landscape updater 2011

„VET PERSONEL” - NEW MAGAZINE FOR VETS

Publishing House Elamed has launched a new quarterly magazine ‘Vet Personel’. It’s aimed at people involved in the treatment, care, rehabilitation and training of animals.

Page 33: Media landscape updater 2011

NEW MAGAZINES FOR CHILDREN

Media Service Zawada Publishing House has launched a new bimonthly fairytale magazine for girls aged 6-12 years.

Media Service Zawada Publishing House has launched a new bimonthly magazine for children aged 4-7 years.Toys are main characters in this magazine. Each issue of the magazine will be accompanied by a gift.

Page 34: Media landscape updater 2011

“BELLA RELAKS” AND “TAKIE JEST ŻYCIE” ARE PUBLISHED BIWEEKLY

Bauer Publishing House has brought in significant changes concerning two of their magazines.‘Bella Relaks’ and ‘Takie jest życie’ have been rearranged from weekly to biweekly magazines.

Page 35: Media landscape updater 2011

OUTDOOR ADVERTISING

• Investments• Seasonality• Market shares• Ad types

Page 36: Media landscape updater 2011

OUTDOOR INVESTMENTS

By the end of 3Q 2011 advertisers invested over 5% more in comparison to the same period of 2010

Source: Kantar Media

2009 2010 20110

200,000,000

400,000,000

600,000,000

800,000,000

1,000,000,000

1,200,000,000

1,400,000,000

1,600,000,000

1,800,000,000

2,000,000,000

1,2

29,5

08,0

66

1,1

85,6

75,8

51

930,

572,

929

881,

688,

111

926,

365,

307

Full Year Jan-Sep 2011

+5%

Page 37: Media landscape updater 2011

SEASONALITY

In September, due to parliamentary elections, we observe a slight increase of outdoor investments (+7%).

Source: Kantar Media

1 2 3 4 5 6 7 8 9 10 11 1240,000,000

50,000,000

60,000,000

70,000,000

80,000,000

90,000,000

100,000,000

110,000,000

120,000,000

130,000,000

2009 2010 2011

Page 38: Media landscape updater 2011

MARKET SHARES

Outdoor market is consolidated. Over 85% of the market is held by 4 biggest media owners. AMS has the highest revenues (1/3 of OOH market in Poland). Stroer with 27% share is on the second position.

Source: Kantar Media

31%

27%

16%

10%

15%

Jan-Sep 2011AMS

STROER POLSKA

CITYBOARD MEDIA

CLEAR CHANNEL POLAND

Others

30%

19%15%

10%

10%

15%

2010AMS

STROER POLSKA

CITYBOARD MEDIA

CLEAR CHANNEL POLAND

NEWS OUTDOOR POLAND

Others

31%

18%14%

10%

12%

14%

2009AMS

STROER POLSKA

CITYBOARD MEDIA

CLEAR CHANNEL POLAND

NEWS OUTDOOR POLAND

Others

Page 39: Media landscape updater 2011

MOST POPULAR AD TYPES

Investments on Billboards are decreasing, but we can also observe growth of expenditures on Citilights (by 19%). Investments on Frontlights and Backlights are on a stable level.

Source: Kantar Media

Frontlight Citylight Billboard Backlight -

100,000,000

200,000,000

300,000,000

400,000,000

500,000,000

600,000,000

Jan-Sep 2009 Jan-Sep 2010 Jan-Sep 2011

Page 40: Media landscape updater 2011

OOH – NICE TO KNOW

Page 41: Media landscape updater 2011

CCP AUCTION

Offer of the Clear Channel Poland for the period May-June 2012 will be sold in the auction system. On the special platform on days 17 of November - 5 December

interested clients, which will report desire for the participation earlier, will be participating in the auction of specially created packages of different formats: 6x3 Frontlight, Citylight and Backlight. Clear Channel is the only one company which will be selling carriers in

this way.

Page 42: Media landscape updater 2011

CINEMA ADVERTISING

Page 43: Media landscape updater 2011

CINEMA INVESTMENTS

Source: Kantar Media

Advertisers invested over 4% more till September 2011, in comparison to the same period 2010 (considering monitored players: NAM and Multikino).

2009 2010 2011 -

100,000,000

200,000,000

300,000,000

400,000,000

500,000,000

600,000,000

700,000,000

481

,186

,101

663

,837

,150

288,

798,

144

453,

466,

139

471,

891,

231

Full Year Jan-Sep 2011

+4%

Page 44: Media landscape updater 2011

SEASONALITY

As a consequence of the economic slowdown we observe a decrease of media expenditures in the second half of the year.

Source: Kantar Media

1 2 3 4 5 6 7 8 9 10 11 120

10,000,000

20,000,000

30,000,000

40,000,000

50,000,000

60,000,000

70,000,000

80,000,000

90,000,000

2009 2010 2011

Page 45: Media landscape updater 2011

Source: Kantar Media

TOP SECTORS IN CINEMA ADVERTISING

Till September 2011 biggest sectors are Leisure, Food and Telecoms. Financial and Media sectors increase their shares, whereas Computer & Audio Video and Automotive sectors are rather in retreat.

2009 2010 Jan-Sep 20110%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

12% 14%20%

18% 17%15%

16% 13%14%

8%5%

7%8%

11%

7%

11% 10% 7%

4%4% 6%

3% 2% 5%

5% 8%2%

HOUSEHOLDS PRODUCTS - CLEANERS & SUPPLIES

CLOTHING & ACCESSORIES

PHARMACEUTICAL PRODUCTS, MEDICINE

HYGIENE & BEAUTY CARE

COMPUTER & AUDIO VIDEO

RETAIL

HOUSEHOLD APPLIANCES, FURNITURE & DECORATION

OTHERS

TRAVEL / TOURISM / HOTELS & RESTAURANTS

FINANCIAL

BEVERAGES & ALCOHOLS

AUTOMOTIVE

MEDIA, BOOKS, CDs AND DVDs

TELECOMS

FOOD

LEISURE

Page 46: Media landscape updater 2011

Source: Kantar Media

MARKET SHARE

Polish cinema market is very consolidated – there are only 2 media owners which are monitored.Share of Multikino revenues constantly grows for the last couple of years.

40%

60%

Jan-Sep 2011

MULTIKINO

NEW AGE MEDIA25%

75%

2009

MULTIKINO

NEW AGE MEDIA

35%

65%

2010

MULTIKINO

NEW AGE MEDIA

Page 47: Media landscape updater 2011

RADIO ADVERTISING

• Investments• Seasonality• Media owners• Media shares

Page 48: Media landscape updater 2011

RADIO INVESTMENTS

Radio market revenues increased by 32% till September 2011.One of the reasons is high inflation in 2011. By the end of 2011 the dynamic shall slow down as a result of economic slowdown.

Source: Kantar Media

2009 2010 20110

500,000,000

1,000,000,000

1,500,000,000

2,000,000,000

2,500,000,000

2,1

10,2

99,4

43

2,4

78,2

33,1

45

1,50

1,14

8,91

4

1,74

0,74

3,48

4

2,28

9,35

2,33

6

Full Year Jan-Sep 2011

+32%

Page 49: Media landscape updater 2011

SEASONALITY

We observe a typical seasonality of media expenditures, with peak months from March till June and from September till December.

Source: Kantar Media

1 2 3 4 5 6 7 8 9 10 11 1240,000,000

90,000,000

140,000,000

190,000,000

240,000,000

290,000,000

340,000,000

2009 2010 2011

Page 50: Media landscape updater 2011

MARKET SHARES (MEDIA OWNERS)

Radio market is consolidated. About 98% of the market is held by 5 biggest media owners. Group RMF has the highest revenues (39% of radio market in Poland). Next on the podium is Eurozet, however losses its share.

Source: Kantar Media

39%

20%

16%

12%

10% 2%

Jan-Sep 2011 GRUPA RMF

EUROZET

GRUPA RADIOWA TIME

AGORA S.A.

Others

29%

26%3%

13%

7% 3%

2009GRUPA RMF

EUROZET

GRUPA RADIOWA TIME

AGORA S.A.

POLSKIE RADIO

Others

33%

25%

20%

12%

8% 2%

2010 GRUPA RMF

EUROZET

GRUPA RADIOWA TIME

AGORA S.A.

POLSKIE RADIO

Others

Page 51: Media landscape updater 2011

MARKET SHARES (STATIONS)

For the last years RMF FM and Zet have been the biggest radio stations on Polish market.An important role is played by radio packages like: Drapacz Chmur, Package Złote Przeboje, RMF na Maxxxa and others.

Source: Kantar Media

33%

17%

5%3%

42%

Jan-Sep 2011RMF FM

ZET

PR 3

PR 1

25%

22%

3%1%

49%

2009RMF FM

ZET

PR 3

PR 1

Others

27%

21%

3%2%

47%

2010RMF FM

ZET

PR 3

PR 1

Others

Page 52: Media landscape updater 2011

RADIO – NICE TO KNOW

Page 53: Media landscape updater 2011

AGORA HAS INCREASED PRICES WITHIN “TOK FM” RADIO STATION

Advertising prices of the ‘TOK FM’ radio station have risen by 16%. Agora justified the decision by the need of price alignment to the offer of other regional stations.

Page 54: Media landscape updater 2011

ONLINE

ADVERTISING

Page 55: Media landscape updater 2011

GOOGLE PROMISES CONSUMERS GREATER AD TRANSPARENCY

Google is making changes to its ad system in an effort to provide consumers with “greater transparency and choice.”Over the coming weeks, users will be able to click on links labeled “Why these ads?” next to advertisements served in Gmail and Google search results. These links contain information about how and why users were targeted for a particular ad.The changes won’t mean much to consumers who already understand the basics of ad targeting, but it should be helpful to those who have wondered why Google seemingly knows so much about them.

Source: http://mashable.com/2011/11/01/google-why-these-ads/

Page 56: Media landscape updater 2011

GEMIUS MEGAPANEL, AUGUST 2011 RELEASED

The nip and tuck „fight” between 2 top social media platform is still on. In August the difference between Facebook and Nasza Klasa was only 15 000 users! In August for both services number of Real Users was rising: Facebook was visited by 734 k more then in July and NK over 285 k RU.

Source: http://interaktywnie.com/biznes/artykuly/raporty-i-badania/megapanel-sierpien-2011-wp-pl-traci-zyskuja-facebook-i-nk-21812

Page 57: Media landscape updater 2011

TESCO WITH RECORD VIRAL

Video with Henio, character of Tesco commercials, parodying of homily of Natanek priest is breaking a record on YouTube. It’s about to be almost 1,5 mio views. Based on analysis of Brand24, during one day the number of mentions about Tesco in social media has raised over 5 times. The highest number of comments is placed in Facebook.

Source: http://interaktywnie.com/kreacja/newsy/wideo/natanek-batmanek-ma-prawie-milion-rekordowy-viral-21823

Page 58: Media landscape updater 2011

YOUTUBE TAKES ON TV

Source: http://www.neowin.net/news/youtube-officially-announces-youtube-tv-plans

YouTube announced the launch of almost 100 channels containing original online content, which could put pressure on TV adspendFirst channels should be released in November and then consecutively the rest in next year.The 96 planned channels will be around 5 categories : sport, music, news and education, lifestyle. Among strategic partners we can read about: Red Bull, Tony Hawk, MLS, Thomson Reuters, The Wall Street Journal, Hearst Magazines, FremantleMedia, Lionsgate, IGN Entertainment and more.

Page 59: Media landscape updater 2011

INSPIRATION POINT

Page 61: Media landscape updater 2011

THANK YOU!

Media Direction Group webpage:www.mediadirection.com.pl

In case You have any further questions concerning Media Landscape Updater, please contact Andrzej [email protected]