Posts Tagged ‘IABM DC Global Market Valuation Report’

Download New Report: IBC 2016 Media Technology Industry Analysis

Analysis, broadcast industry technology trends, broadcast industry trends, broadcast technology market research, Broadcast technology vendor financials, technology trends | Posted by Josh Stinehour
Sep 09 2016

As the 2016 IBC Show kicks off in Amsterdam, Devoncroft Partners has published a 100+ page overview of recent developments in the broadcast and media technology sector.

A link to the download the report is available at the bottom of this page.

ibcshow-frontpage

The analysis reflects recent discussions we’ve had with executives at media companies, service providers, and technology vendors.  In particular, the presentation includes perspectives on the following,

  • Media Revenue Models Transitioning
  • Investment in OTT Technologies, Services
  • Invesotr Concerns on Media Industry Transition
  • Continued Media Restructuring
  • Media Technology Industry Market Performance 2009 – 2015
  • Technology Vendor Results in 2016
  • Market Catalysts in 2016
  • Sector Expectations for 2017
  • Review of Technology Trends, Project Deployments
  • Considerations for Future Media Technology Architectures
  • Implications of Market Developments on Technology Vendors

 

We welcome feedback, comments, and questions on this report.

If you would like to schedule a meeting at the IBC show, please let us know as soon as possible.  We have limited availability remaining.

We hope to see you in Amsterdam.

 

Please click here to download a PDF copy (10 MB) IBC Show 2016 – Observations and Analysis of the Media Technology Industry from Devoncroft Partners (registration required).

 

© Devoncroft Partners 2009 – 2016. All Rights Reserved.

 

 

Media Technology Revenues Decline 4.3% in 2015 as Industry-Wide Structural Shift Continues

Analysis, broadcast industry technology trends, broadcast technology market research, Broadcaster Financial Results, market research, technology trends | Posted by Joe Zaller
Feb 24 2016

IABM DC releases 2016 Global Market Valuation and Strategy Report

The total market for media technology products and services declined 4.3% to $49.3bn in 2015, according to the newly released 2016 Global Market Valuation and Strategy Report (GMVR), published by IABM DC, a joint venture between IABM and Devoncroft Partners.

IABM DC Logo and GMVR Cover Image

A number of factors contributed to the year-on-year decline in media technology spending. These include significant currency fluctuations, ongoing consolidation among media organizations, the strategic move from CAPEX to OPEX as end-users evolve their business models, and for the first time in six years, negative growth in services as well as products.

Revenues in 2015 from Products¹ declined 4.4% to $22.01bn – 44.6% of total industry revenue.

2015 Services² revenues declined 4.2% to $27.31bn – 55.4% of total industry revenue.

While Product revenues have been in decline since 2012, this is the first year when Services revenues have also decreased since the inception of the GMVR.

For the four year period from 2012-2015, the compounded annual growth rate (CAGR) for the total industry was -1.0%. During the same period, the CAGR for media technology products and services was -2.4% and +0.1%, respectively.

Foreign exchange rate fluctuations had a significant impact in 2015. In Brazil and Russia, steep currency declines effectively doubled the prices for some media technology products thus deterring investment. Other currencies including the Canadian Dollar, Euro and Japanese Yen also declined versus the US Dollar, changing the competitive dynamic for many players. While many media technology suppliers have both revenues and costs in multiple currencies and are able to mitigate swings in foreign exchange to some extent, the same is not true for managed service providers that operate in a single territory. Much of the decline in Europe reported for the services segment results directly from the weakening of the Euro against the US Dollar in the period.

Other notable drivers for the decline in overall revenues range from the end of government-backed analog switch-off programs in many countries, to the ongoing consolidation of major media companies, to a pronounced shift in technology procurement strategies among end-users, including broadcasters, pay TV operators and media service providers.

These factors, and their impact on the market, are explored in more detail throughout the 2016 GMVR. Now in its seventh edition, the Global Market Valuation and Strategy report is an essential tool for all broadcast industry strategists. The 2016 edition provides market sizing data for approximately 150 product categories across nine market segments. Data tables provide regional splits for product and service revenues, as well as forecasts to 2019 at segment and sub-segment levels. The data tables are accompanied by extensive written commentary (available in Q1 2016), that discusses the drivers affecting the market and an analysis of how changing markets and technologies may shape the future composition of the broadcast and media technology industry.

Joe Zaller, founder and president of Devoncroft Partners, said, “The commercial models of many broadcasters and media companies have changed dramatically over the past few years. The combination of new digital and on-line delivery platforms, the shift to file-based workflows, the increasing drive for digital monetization, and the promise of COTS IT hardware managed by software defined networks have all been catalysts for an industry-wide rethinking of both what technology is required to support future business goals, and whether it will be purchased or outsourced. We believe these factors will continue to alter the structure of the industry through the end of our forecast period – 2019.”

Peter White, IABM CEO, said, “Although aggregate industry growth declined overall in 2015, the broadcast and media technology market is still undoubtedly a dynamic and exciting place to be. There was a significant impact on revenues overall from extensive weakening of most currencies against the US Dollar in the year, which particularly impacted services revenues in EMEA where there is a concentration of services suppliers. In addition, although revenues in the majority of product categories experienced a degree of decline, some segments of the market are growing strongly. The Global Market Valuation and Strategy Report illuminates this, and will make compelling reading for those companies that are looking to maximize business opportunities.

“The changing media landscape of the demand side of the industry is clearly affecting the supply side, and many organizations throughout the broadcast and media ecosystem have had to reinvent themselves. Despite a continuing downward trend so far in 2016, confidence still remains in the sector and spend on research and development is continuing at impressively high levels. We are experiencing a wave of innovation and change both from existing suppliers and from new entrants in the market which is fueling cautious optimism for 2016 and beyond; our industry clearly believes that it can win through and is backing itself to do so.”

¹Products include hardware, software and associated maintenance and support revenues.

²Services include systems integration, consultancy, post-production, services to live production, managed services, playout, CDN, Infrastructure as a Service, OTT/OVP platforms, and terrestrial and satellite transmission infrastructure.

 

About the Global Market Valuation and Strategy Report (GMVR)

Considered by many to be the definitive source for broadcast and media technology market sizing and trend analysis, the GMVR draws on actual and future projected revenue and product shipment data supplied by media technology vendors and service providers under a framework of strict confidentiality. In aggregate, the 2016 GMVR data model includes approximately 3,000 technology vendors and service providers.

The 2016 Global Market Valuation and Strategy Report is available to purchase from IABM or Devoncroft Partners.

 

About IABM DC LLC

IABM DC provides sought-after market intelligence on broadcast and digital media technology market-sizing data to suppliers and purchasers of media technology worldwide. IABM DC is a joint venture between broadcast and digital media vendor trade association IABM and Devoncroft Partners, an organization the specializes in broadcast and digital media market research, strategic consulting and analysis.

 

 

Related Content:

IABM DC — Digital Media Market Intelligence

Collaborative Market Sizing Initiative Reveals Structural Shift in Broadcast and Media Technology Industry

The IABM and Devoncroft Partners Announce Market Research Joint Venture

 

 

© Devoncroft Partners 2009 – 2016. All Rights Reserved.

 

 

New Devoncroft Report Available for Download: IBC 2015 – Observations & Analysis of the Media Technology Industry

Analysis, broadcast industry technology trends, broadcast industry trends, broadcast technology market research, Broadcast technology vendor financials, Broadcast Vendor Brand Research, Broadcast Vendor M&A, Broadcaster Financial Results, market research, Quarterly Results, technology trends, Top Broadcast Vendor Brands | Posted by Joe Zaller
Sep 04 2015

In preparation for the 2015 IBC Show, Devoncroft Partners has published an analysis of the trends and strategic drivers in the broadcast and media technology sector.

This 90-page report is free. Registration is required.

A link to download this report can be found at the bottom of this page.

 

Included in the analysis are excerpts from:

 

  • The 2015 Big Broadcast Survey (BBS), the largest and most comprehensive study of technology trends, buyer behavior, and vendor brands in the broadcast and media technology sector

 

Devoncroft IBC 2015 Media Technology Analysis

 

The report covers and provides commentary on a the following media technology trends and drivers:

 

Yes, media delivery and consumption has changed… BUT:

  • Importance of industry-specific context when reviewing data points
  • Digital delivery is a cause, not the effect
  • For media technology industry, impact extends far beyond the obvious

 

 

Media business models in transition:

  • So far, media companies have benefited from OTT
  • But if cord cutting accelerates, does OTT enhance or erode profit?
  • Investor concerns have led to value erosion at both commercial and public broadcasters

 

 

Evolution of media business models driving transition of spending priorities:

  • Value to media companies of linear versus digital consumers
    • – New technologies required to monetize digital content
  • Reflected in changing investment patterns
  • Reflected in in-house technology development at media companies
  • Reflected in M&A – Ad Tech / Software
  • Reflected in new service offerings from media companies

 

 

Structural shift in technology spend:

  • Comparison of media technology CAGR 2009-2014
  • Value shift in favor of service revenue
  • Research shows that media technology spending shifts once HD transition is complete

 

 

Impact on technology vendor performance:

  • Spending pause in studio and infrastructure
  • Has spending resumed in delivery and OTT?

 

 

Review of NAB 2015 Strategy Conference:

  • Drivers of technology strategy
  • Insights from broadcaster CTOs, vendor CEOs, service providers

 

 

Review of 2015 Big Broadcast Survey (BBS):

  • Ranking and review of top media technology projects
  • Ranking and review of top media technology trends
  • Review of growth expectations for product categories and geographic regions

 

 

Thoughts on future industry evolution:

  • Where do technology suppliers add value in the future?
  • Timing of next technology transition
  • Impact of Software Defined Networking (SDN)
  • The move away from specialized products and applications
  • Implications for suppliers of media technology and services
  • The next format war – where is future value, and who is battling for dominance

 

 

Research background

 

 

We welcome feedback, comments, and questions on this report.

If you would like to schedule a meeting at the IBC Show, please let us know as soon as possible.

We are in the process of our IBC Show schedule, and have very limited availability remaining.

We hope to see you in Amsterdam.

 

 

Please click here to download a PDF copy (8 MB) IBC Show 2015 – Observations and Analysis of the Media Technology Industry from Devoncroft Partners (registration required).

 

 

Related Content:

Download IBC 2015 Media Technology Industry Analysis from Devoncroft Partners (registration required)

Collaborative Market Sizing Initiative Reveals Structural Shift in Broadcast and Media Technology Industry

2015 Big Broadcast Survey (BBS) Reports Now Available

 

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© Devoncroft Partners 2009 – 2015. All Rights Reserved.

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Wednesday Webinar to Provide Overview of Definitive Broadcast and Media Technology Market Sizing Report

Analysis, broadcast technology market research, market research | Posted by Joe Zaller
Aug 18 2015

Join us this Wednesday (August 19th) for a short(ish) webinar where Joe Zaller, founder of Devoncroft Partners, will provide an overview of the 2015 Global Market Valuation Report (GMVR).

Considered by many to be the definitive source for broadcast and media technology market sizing, segmentation, and forecasting, the GMVR is published annually by IABM DC, a joint venture between IABM and Devoncroft Partners.

The webinar will be held at 5pm CET / 4pm UK / 11am US EST / 8am US PST.

 

Attendance is free, and you can register to attend here.

 

GMVR Cover

 

The webinar will provide an overview of the research findings covered in the 2015 edition of the GMVR including a review of the drivers of the “structural shift” currently impacting the broadcast and media technology landscape.

 

Structural Shift in Broadcast and Media Technology Industry

 

In addition, the webinar will review the technology segmentation underlying the report model, and offer the audience the important background on the methodology behind the GMVR.

The 450-page GMVR draws on actual and future projected revenue and product shipment data supplied to IABM DC by technology vendors and service providers under a framework of strict confidentiality.  GMVR partners provided granular data submissions (under strict confidentiality), which detail their actual historic and future product revenue and unit shipments.  This data was anonymized and used to create the most comprehensive and authoritative reference on current and future market sizing for the sector. In aggregate, the 2015 GMVR data model covers approximately 3,000 technology vendors and service providers.

You can learn more about the GMVR and how to participate in future iterations of the report at the IABM DC website.

Should you have any detailed questions on the GMVR, please feel free to get in touch with representatives from IABM or Devoncroft Partners.. 

We hope you are able to join the webinar on Wednesday.

 

 

Related Content:

Register to attend webinar here

Collaborative Market Sizing Initiative Reveals Structural Shift in Broadcast and Media Technology Industry

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Collaborative Market Sizing Initiative Reveals Structural Shift in Broadcast and Media Technology Industry

Analysis, broadcast industry technology trends, Broadcast technology vendor financials, market research | Posted by Joe Zaller
Aug 18 2015

Evolving end-user business models alter industry economics, drive significant changes in technology buying patterns, product and supplier choice, and outsourcing

 

IABMDC Logo

 

Gloucestershire, UK and Coronado, CA —  Spending on products and services in the $48 billion broadcast and media technology industry shifted dramatically between 2012 and 2014, according to the newly released Global Market Valuation and Strategy Report (GMVR), published by IABM DC LLC, a joint venture between IABM and Devoncroft Partners.

Considered by many to be the definitive source for broadcast and media technology market sizing, and now in its tenth year, the GMVR draws on actual and future projected revenue and product shipment data supplied to IABM DC by technology vendors and service providers under a framework of strict confidentiality. In aggregate, the 2015 GMVR data model covers approximately 3,000 technology vendors and service providers.

2015 GMVR data provides clear evidence of an industry-wide change in buying strategies by media technology end-users such as content creators, broadcasters, pay TV operators, and service providers.

After experiencing a 4% CAGR (compounded annual growth rate) between 2009 and 2012, the market total for broadcast and media technology products and services slowed considerably between 2012 and 2014, achieving a CAGR of 1.3%.

 

 

 

Significantly, revenue from products (both hardware and software) declined by 0.5% between 2012 and 2014, while revenue from services increased by 2.9%.  During 2014, services accounted for approximately $26 billion, or 54% of total spending by broadcast and media technology end-users.

“The commercial models of many broadcasters and media companies have changed dramatically,” said Joe Zaller, founder and president of Devoncroft Partners.  “The combination new digital and on-line delivery platforms, the shift to a file-based workflows, the increasing need for digital monetization, and the promise of commercial-off-the-shelf (COTS) IT hardware managed by software-defined networking have been catalysts for an industry-wide rethinking of both what technology is required to support future business goals, and whether it will be purchased or outsourced. We believe these factors will continue to alter the structure of the industry through the end of our forecast period (2018).

These factors, and their impact on the market are explored in more detail throughout the 2015 GMVR.

Peter White, chief executive, IABM says: “Although aggregate industry growth has changed, this is undoubtedly a dynamic time for our industry.  Revenue in some product categories has shown a degree of decline, however other parts of the market are growing quickly. The changing media landscape affecting the demand side of the industry is having repercussions on the supply side as well, requiring a re-thinking of many business models. During this period of “metamorphosis” there has been a slowdown of investment by end users as they seek a clearer vision of the business model and product roadmap going forward. Despite this hiatus confidence remains high in the broadcast and digital media technology market, particularly with the emergence of the many new innovations and opportunities that we anticipate will have a positive impact on growth.”

A must-read document for all broadcast industry strategists, the 450-page 2015 GMVR provides market sizing data for approximately 150 product categories, across nine market segments. It includes extensive written commentary about the drivers affecting the market, and an analysis of how changing markets and technologies may shape the future composition of the broadcast and media technology industry. The data tables that accompany the written report provide and regional splits and forecasts to 2018 at the segment and sub-segment levels.

For more information, please visit the IABM DC website.

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About IABM DC

IABM DC provides sought-after market intelligence on broadcast and digital media technology market sizing data to suppliers and purchasers of media technology worldwide. IABM DC is a joint venture between broadcast and digital media trade association IABM and Devoncroft Partners, an organisation that specialises in broadcast and digital media market research, strategic consulting and analysis.

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As Media Companies Increase Cloud and IAAS Deployments, Amazon Reveals Scale of AWS

Analysis | Posted by Joe Zaller
Apr 28 2015

In a change that provides increased visibility into its cloud business, Amazon.com now breaks out the performance of Amazon Web Services (AWS) as a separate segment in its quarterly financial reporting.

This is a significant development for the media technology sector because AWS has become synonymous with discussions of Infrastructure as a Service (IaaS) and public cloud usage by media companies.  The topic has matured in the past few years and is now a central part of future technology strategies at media organizations.

However, Amazon  did not specifically address how much AWS revenue was attributable to the media industry.

Amazon reported that AWS revenue in the first quarter of 2015 was $1.57 billion, up 49% versus the same period a year ago. The reported figures for AWS consist of sales of compute, storage, database, and other AWS service offerings across all customer verticals.

AWS operating income in the first quarter of 2015 was $265m (a 16.9% operating margin), up 8% versus the same period a year ago. Excluding the favorable impact from foreign exchange, AWS segment operating income decreased 13%.

 

Amazon AWS Q1 2015 TTM Revenue and Operating Income - with source

 

In a letter to shareholders, Amazon CEO Jeff Bezos said AWS is “a $5 billion business and still growing fast — in fact it’s accelerating.”

Management attributed the growth to a rise in customer usage, though partially offset by reduction in pricing to customers.

The impact of pricing decreases is material.  AWS disclosed ‘usage’ growth in the fourth quarter of 2014 of 90% year-over-year. Though not a like-for-like comparison, it is a directional guidance for the gap between usage and revenue caused by pricing decreases.

 

Amazon Q1 2015 AWS Segment Results

 

On the company’s earnings call, Amazon SVP and CFO Tom Szkutak highlighted how the company continues to drive down the cost of AWS, saying “In terms of AWS, we’ve had 48 price decreases since inception. The team is doing a terrific job in terms of working on behalf of customers to pass on savings as they see it. So our model over the long-term really has been to innovate and to use our scale and position to be able to pass savings along to customers.”

For the first quarter of 2015, AWS contributed approximately 7% of the Company’s total revenue.  This was an increase versus the 5% of revenue AWS represented during the first quarter of 2014.  Despite representing only 7% of Amazon’s revenue, AWS contributed almost 38% of the Company’s operating income.  This is because AWS is a meaningfully more profitable business than Amazon’s traditional online retail operations.  AWS operating margins were nearly 17% in Q1 2015, which compares favorably to Amazon’s other businesses that in aggregate had operating margins of 2% during the first quarter.  A focus on operating margins ignores the interest expense attributable to the financing of equipment for AWS, which is not disclosed.

Even though growth was substantial at AWS during 2015, there is some curiosity around how the business scaled.  While revenue increased by 49%, operating income increased only 8% since operating expenses increased 61% over the same period.  The Company attributed the expense offset to investments in technology infrastructure to support business growth.  Some caution is necessary before drawing broader conclusions on how the business will scale since we have only limited data points at this time.

Additional disclosures in Amazon’s filings are illustrative of the level of investment in technology infrastructure.  The Company’s capital expenditures (cash) were $871 million in Q1 2015 and $1.1 billion in Q1 2014. A majority of this investment was attributable to AWS.  Property and equipment acquired under capital leases (non-balance sheet items) were $954 million in Q1 2015 and $716 million during Q1 2014. Again, the investments are primarily due to investments in technology infrastructure for AWS.

Discussing the ongoing investment required for the AWS business, Szkutak told analysts “from our perspective its business that’s still really in day one. A lot of potential innovation in front of us we believe. And so you can see we’re putting a lot of CapEx obviously there and including capital leases and we think over time we will be able to generate significant free cash flow with stronger ROICs.”

Whatever percentage a majority represents the resulting aggregate investment is considerable.  Media companies leveraging AWS are benefiting from a technology infrastructure built by investments made possible from expansive operations in other industries.  To put the scale of Amazon’s infrastructure in context to the media technology sector, consider the Company’s 2014 cash capital expenditures and equipment purchases under capital leases totaled a combined $8.9 billion (AWS is the largest driver of this spend, but does not consume all of this number).  This figure represents approximately one-third of all annual product sales in the media and broadcast technology sector based on the latest results of the IABM DC Global Market Valuation Report (www.iabmdc.com).

In his shareholder letter, Bezos said that even though AWS is highly capital-intensive, it is far less capital-intensive than the model it’s replacing.  Bezos cites utilization rates for internal data centers as almost always below 20%.  By aggregating workloads across customers AWS can then achieve much higher utilization rates and correspondingly improved capital efficiency.

This point was highlighted on the earnings call by Brian Olsavsky, VP and CFO of Amazon’s global consumer business, who said “It’s probably is worth adding that, although prices are factor, the primary factor for customers choosing with AWS is really around their ability to move quickly and to be nimble and agile. And so we’re very pleased with the kind of continued adoption and usage growth we’ve seen and obviously the benefits of AWS around their ability — customer’s ability — to be nimble as a primary factor.

CFO Szkutak added that the 48 price decreases since the launch of AWS is “one factor customers save a lot of money, but the primary motivator is really around the innovation that AWS enables and the ability for developers to move really quickly.”

Speed and agility are increasingly important to media companies, yet the specialized technology products used in media workflows often have low utilization rates – especially those used for certain types of news and sports applications.  In an environment where media companies are focused on greater efficiencies in technology infrastructure, improving these rates are a natural place to start.

The amount of revenue attributable to media and entertainment use cases is left to the imagination.  Amazon has stated publicly AWS has more than a million active customers.  Companies using AWS range across all sizes and business segment.  Media and entertainment examples include Netflix, Major League Baseball, PBS, and News Corp. During his fireside chat keynote at Shifting Media Economics: Impact on Strategy, Finance, and Technology” the annual conference co-produced by Devoncroft and organizers of the NAB Show, Bob Bowman President of MLB Advanced Media had high praise for AWS as a technology supplier.

To Amazon’s credit, the company participates at industry exhibitions including the recent NAB Show and the team is similarly visible at other industry events.  We are evangelists for broader IT vendors engaging with the industry vendor community and customer community.  Such focus has proven episodic from many large IT vendors historically, so it will be interesting to track Amazon’s engagement with interested parties in the sector going forward – a $5 billion business has many distractions.

AWS specifically and cloud vendors more broadly, are benefiting from a secular trend toward cloud usage among media and entertainment sector.  Included below is a slide taken from a Devoncroft presentation at the recent NAB Show; it offers context on the adoption of cloud by media companies. One of the benefits of having seven years of Big Broadcast Survey data is the ability to reflect on year-over-year trend information – even if the data is in the form of broadcaster commentary.  As illustrated in the below, the ‘cloud’ benefited from an embrace by technology purchasers during the 2013 calendar year.

cloud evolution

 

This increasing adoption and deployment of cloud technologies and services is in stark contrast with perspectives provided only a few years earlier.

Of course, any discussion of Cloud naturally transitions to a discussion of security given the recent high-profile security breaches.  We heard this multiple times from at the recent 2015 NAB Show during conversations with major media companies, broadcasters, and service providers.

Security of media assets in the cloud was also an important topic at “Shifting Media Economics: Impact on Strategy, Finance, and Technology” the annual conference co-produced by Devoncroft and organizers of the NAB Show. During a panel session featuring senior technology buyers from major North American media companies, it was observed by participants that businesses such as AWS are likely spending far more time, money, and resources on security than even the largest stand-alone media company could muster.

Whether such logic is extensible will translate into a shift of media infrastructure to public cloud providers such as AWS remains to be seen.

Our research shows that while many in the media industry are using AWS today for a variety of tasks, most high value content is currently being managed via private cloud implementations.

An interesting data point on the subject of private versus public cloud adoption in media was offered by Avid CEO Louis Hernandez, Jr. at the Jefferies Growth Conference earlier this year.  While describing how the company’s licensing models are evolving at different customer types, Hernandez said “Our large enterprise clients are sticking with on premise [implementations]… [they] are moving to a floating license and flexing in a pre-negotiated subscription on a project basis. Who’s buying cloud and subscriptions? Individuals.”

Nevertheless, AWS is a formidable business.  Amazon’s ability to continually invest the huge sums needed to greater compute, network, and storage performance at ever-lower prices can undoubtedly drive increased efficiencies for media companies.  Thus the market potential for AWS in the media space is potentially vast.  In his letter to shareholders, Jeff Bezos summed up as follows, “I believe AWS is one of those dreamy business offerings that can be serving customers and earning financial returns for many years into the future…I believe AWS is market-size unconstrained.”

 

 

Related Content:

Press Release: Amazon.com Announces First Quarter Sales Up 15% to $22.72 Billion

Q1 2015 Amazon.com, Inc. Earnings Conference Call Slides

Amazon Q1 2015 Form 10-Q Filing

Amazon.com Q1 2015 Letter to Shareholders

Industry Thought Leaders to Discuss “Shifting Media Economics: Impact on Strategy, Finance, and Technology” at 2015 NAB Show

 

© Devoncroft Partners 2009 – 2015. All Rights Reserved.

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Industry Thought Leaders to Discuss “Shifting Media Economics: Impact on Strategy, Finance, and Technology” at 2015 NAB Show

Analysis, broadcast industry technology trends, broadcast technology market research, Broadcast technology vendor financials, Broadcast Vendor M&A, Conference Sessions, Online Video, OTT Video | Posted by Joe Zaller
Apr 09 2015

Whether you are a supplier, buyer, or investor in the media technology sector, you won’t want to miss the fourth annual NAB Show event co-produced by Devoncroft Partners and the organizers of the NAB Show.

 

NAB Devoncroft 2015 Shifting Media Economics Session Announcement

 

Now part of the NAB 2015 Media Finance and Investor Conference, “Shifting Media Economics: Impact on Strategy, Finance, and Technology,” will be held on Sunday April 12, 2015 in room N235 of the Las Vegas Convention Center.

Designed to be a thought-provoking kickoff to the 2015 NAB Show, this half-day conference examines the “the business of the media business” from the perspective of all levels of the media value chain. It includes panel discussions featuring C-level executives from leading broadcasters, service providers, technology vendors, and private equity investors. Each group will offer a candid assessment of how their respective business models, operational practices, and strategic decision making have been impacted by the dramatic shift in media industry economics.

The keynote, “The Future of TV. One Man’s Opinion.” will be delivered by Bob Bowman, President, Business & Media of Major League Baseball (MLB), who oversees MLB Advanced Media (MLBAM) and MLB Network.

MLBAM has been involved with several recent high-profile streaming events including WrestleMania 31, the opening day of Major League Baseball, the NCAA March Madness basketball tournament, and the recent launch of HBO Now.  Bowman is scheduled to take the stage just one hour before the highly anticipated season 5 premiere of “Game of Thrones” becomes available via HBO Now.

The conference will also include presentations of the latest market research on industry trends and financial performance.  This includes preliminary excerpts from the Devoncroft Big Broadcast Survey, the industry’s definitive demand-side study of the broadcast and digital media industry; and the 2015 IABM DC Global Market Valuation Report, the industry’s definitive supply-side market sizing report.

In advance of the NAB Show, Devoncroft Partners has published an analysis of the trends and strategic drivers in the broadcast and media technology sector. This report is available to download here (registration required).

This conference is intended for senior executives from technology vendors, end-users, and investment firms in the media technology sector. It provides an excellent opportunity to network with industry executives and the financial community ahead of NAB show commitments.

Approximately 400 executives attended this standing-room only event in 2014. We hope to see you there on Sunday April 12, 2015.

Please note that because this event is part the 2015 NAB Show Media, Finance and Investor Conference, registration is required.

 

An overview of the conference is included below.  Full details are available on the NAB Show website.

 

Shifting Media Economics: Impact on Strategy, Finance, and Technology

 

1:40pm – Welcome and Introductions

Presenter:

  • Peter White, CEO IABM

 

 

1:50pm – Review of Market Developments

Josh Stinehour of Devoncroft will take the podium for his annual (enthusiastic) presentation on developments in the media technology sector.  If you have any final announcements you would like Josh to consider for his presentation, let him know.

Presenter:

  • Joshua Stinehour, Principal Analyst Devoncroft Partners

 

 

2:15pm – The Broadcast & Media Technology Industry in 2015

Devoncroft founder Joe Zaller will present a data-driven overview of the forces bringing dynamic change to the media technology sector in 2015. This will include preliminary results of the 2015 Big Broadcast Survey, the industry’s most comprehensive demand-side study, and observations from the 2015 IABM DC Global Market Valuation Report, the industry’s definitive supply-side market sizing report.

Presenter:

  • Joe Zaller, President Devoncroft Partners

 

 

2:40pm – Business Strategy Perspectives from Industry Executives

CEOs from four of the media and broadcast industry’s largest technology suppliers will debate the most important commercial issues facing the industry, and discuss their strategies to position their companies for success in a rapidly evolving marketplace.  The panelists will also offer opinions on how changes in the business environment are impacting vendors and customers.

Moderator:

  • Joe Zaller, President Devoncroft Partners

 

Panelists:

  • Patrick Harshman: President and Chief Executive Officer, Harmonic, Inc.
  • John Stroup: President, Chief Executive Officer, Belden, Inc.
  • Tim Thorsteinson: Chief Executive Officer, Quantel and Snell
  • Charlie Vogt: Chief Executive Officer, Imagine Communications

 

 

3:20pm – The Broadcast Buyer Perspective on Industry Trends

Senior technology executives from four leading broadcasters will offer informed perspectives on the most significant industry trends affecting technology budgets and the technology purchase decision.  The audience will benefit from an emphasis on the business implications of technology decisions to broadcasters.

Moderator:

  • Joe Zaller, President Devoncroft Partners

 

Panelists:

  • Ken Brady: SVP Media Technology and Operations, Turner Broadcasting Systems
  • Richard Friedel: EVP & General Manager, Fox NE&O
  • Fred Mattocks: GM Media Operations & Technology, Canadian Broadcasting Corporation
  • Bob Ross: SVP East Coast Operations, CBS Broadcasting, Inc.

 

 

4:00pm – The Service Provider Perspective on Industry Trends

A panel of executives from leading media service providers will discuss views on both technology developments and deployment considerations for media organizations.  Discussion topics will include solutions for multi-platform content delivery, the economics of outsourcing, how service providers can leverage their scale to deliver increased performance and agility, and how next-generation data center architecture may impact the media ecosystem.

Moderator:

  • Joe Zaller, President Devoncroft Partners

 

Panelists:

  • Darcy Antonellis: Chief Executive Officer, Vubiquity
  • Anil Jain: SVP & GM Media Group, Brightcove, Inc.
  • Steve Plunkett: Chief Technology Officer, Ericsson Broadcast & Media Services

 

  

4:30pm – The Institutional Investor Perspective on Industry Trends

A panel of leading investment professionals in the media and entertainment sector will offer the audience the institutional investor’s perspective on the industry. The discussion will include the panelists’ intelligence-gathering plans for the NAB Show, views on the trends that are driving investment dollars in the sector, and a review of the characteristics influencing the evaluation of an investment opportunity in the media technology industry.

Moderator:

  • Joshua Stinehour, Principal Analyst Devoncroft Partners

 

Panelists:

  • Chris Kanaley: Vice President, Parallax Capital
  • Nick Lukens: Vice President, Vector Capital
  • Bryce Winkle: Vice President, The Gores Group

 

5:00pm – Keynote: The Future of TV. One Man’s Opinion.


Presenter:

  • Bob Bowman, CEO MLB Advanced Media

 

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© Devoncroft Partners 2009 – 2015. All Rights Reserved.

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