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The power of television
Capital Markets Day – October 13, 2016
Red Arrow Jan Frouman | October 13, 2016 |
We engage audiences worldwide
| October 13, 2016 |
2
We are raising our 2018 target by EUR 100m Revenue target [in EUR m]
470
+31% CAGR
370
+100m
303
95
2012
H1 2016 LTM
| October 13, 2016 |
Old 2018 target
1) New 2018 revenue growth target: +EUR 375m
New 2018 target1)
3
Continuously improving KPIs
Number of productions1)
Number of hours produced
Number of returning shows2)
Returning shows’ rate3)
Shows in the catalogue4)
Number of int’l sales clients4)
330+
1,200+
130+
65%
870+
240
vs. 230+ in H1 2015
vs. 860+ in H1 2015
vs. 60+ in H1 2015
vs. 49% in H1 2015
vs. 800+ in H1 2015
vs. 225 in H1 2015
Continuous improvement in all operational KPIs
| October 13, 2016 |
1) Incl. pilots, new and returning productions, multiple seasons counted as separate productions 2) Returning shows with revenues booked in H1 2016 3) % returning shows as of revenues 4) Cumulative 2010 to 2016 Note: All figures referring to H1 2016 vs. H1 2015 if not stated otherwise
4
Extended footprint in financially essential US market High-quality US investments New
New
US accounts for New1)
New
| October 13, 2016 |
72% of our total revenues2)
1) Minority investment 2) Share of H1 2016 LTM external revenues generated by US production entities
5
Key strategies and growth plan
1
Expand and organically grow US portfolio of production companies
2
Create and own new blockbuster formats
3
Leverage synergies with German TV channels (BC GS)
4
Expand digital production capabilities and synergies with digital assets
5
Build an integrated Digital Content Ecosystem around thematic verticals
| October 13, 2016 |
6
1 Continue to build scale with smart US-centric acquisitions US market forecast 2015-2020E Est. programming spend of TV broadcasters1) [in EUR bn]
US investment strategy Majority and minority bolt-on investments with path to control and 5-7 year partnership model
+4%2) CAGR
33
2015
39
38
2018E
| October 13, 2016 |
2020E
Secure access to globally attractive English-language scripted and nonscripted high-quality IP and assets Transactions based on accretive valuations and margins to create a healthy, non-cannibalizing portfolio
1) Source: SNL Kagan (incl. basic cable channels without sports rights, premium channels and broadcast stations; homeshopping and RSN not included) 2) Deviations due to rounding
7
2 Diversified production and customer portfolio Diversified slate of new and returning shows in all genres …
… catering to 200+ broadcasters and platforms worldwide
S3 already commissioned
FICTION
REAL REALITY
Sold to 10+ territories
SOCIAL EXPERIMENTS
Sold to 24+ territories
FACTUAL
Produced in 30+ countries
Build-up strong IP assets and create new blockbuster formats for long-term sustainable value | October 13, 2016 |
Our formats are produced in
>35 territories
Format ready-mades are sold into
>130 territories
Ø 8-10 new format launches per year
8
3 We already account for over 10% of BC GS’s commissioned spendings Increasing share of own productions Red Arrow share of BC GS’s commissioned content [as % of commissioned spendings]
>20%
Joint format development process with BC GS
Launched YTD 20161) “Ran an den Mann”
Pipeline 2016/2017 Up to
11.2%
“So tickt der Mensch”
New
Target 10% 8%
H1 2015 LTM
“Kiss Bang Love”
H1 2016 LTM
| October 13, 2016 |
Up to
14.1%
“The Taste”
New season
2018E
1) Base: All German TV households (German-speaking), A 14-49 years, Mon-Sun, full day 3-3h
9
4 Strong market demand for our digital production units DIGITAL CONTENT HUBS
Optimized synergies between Red Arrow production companies
DIGITAL IP OWNERSHIP
Complement content portfolio with thematically well-targeted channels Three networks already launched
+15 DIGITAL PRODUCTION AND DISTRIBUTION
new intl. platforms vs. PY
New Red Arrow customers
| October 13, 2016 |
10
5 Our vision is to build an integrated Digital Content Ecosystem CONTENT PRODUCTION
THEMATIC PACKAGING
MULTICHANNEL CONTENT DISTRIBUTION
MONETIZATION/ CUSTOMERS
Professional TV content
Thematically focused content
P7S1 thematic digital platforms
Consumers (ads & subscriptions)
Health & wellbeing
Food
Lifestyle & fashion
Thematic TV formats
P7S1 and Media Alliance
Thematic TV channels/windows
TV platforms and broadcasters
Digital content Health & wellbeing
Lifestyle & fashion
Food
Target launch Q1 2017
Target launch Q1 2017
Health & wellbeing
Food
Lifestyle & fashion
Webstar content Media Exchange Beauty
Outdoor
Bridal
Ramp-up digital content production (low cost, high volume) | October 13, 2016 |
Publishers
Monetize globally and feed our entertainment platforms 11
Key actions until 2018
Increase Red Arrow share of BC GS’s commissioned content to >20%
Continue to invest in globally attractive scripted and non-scripted IP
Build an integrated Digital Content Ecosystem around thematic verticals