Download - Laura Martin, Managing Director, Needham & Co. on Quality Works

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PRIVATE & CONFIDENTIAL [email protected] (917) 373-3066

Laura Martin, CFA Presentation to OMMA

July 2014

The Future of Premium Display:

Video

22


Source: Cisco Visual Networking Index, 2012-2017E

Video Ads Driving Premium DisplayIn

trod

uctio

n

33


Source: Vision Mobile, 2012

Family vs Individual Focus: Implications? D

evic

e Pr

olife

ratio

n

44


Where Are We Tod ay? Share of Video Ads by DeviceD

evic

e Pr

olife

ratio

n

Source: FreeWheel US Study, 1Q14

55


Where Are We Tod ay? Consumer Demand Trends: Complimentary?D

evic

e Pr

olife

ratio

n

Source: Nielsen Cross Platform Study, 4Q13.

66


Is it the Platform or Programming that Skews Old?

Sample CBS Programming: Online vs Offline

Dev

ice

Mat

ters

77


Where Are We Tod ay? Share of Online Ads ViewedEc

onom

ics

Source: FreeWheel US Study, 1Q14.

88


Where Are We Tod ay? Video is the Highest CPM Display UnitEc

onom

ics

Source: Media Dynamics, The Media Book, April 2014. Total revenue attributable to an ad-driven revenue model is calculated as the number of viewers times CPM (price per 1,000 views) times the ad-load (ie, # of ads per hour).

99


Where Are We Tod ay? Audiences Disappearing B

igge

st C

halle

nge


1010


Closed Systems: No Advertising


Big

gest

Cha

lleng

e

1111


AdvertiMsing: TV + Internet = 3Y

our Q

uest

ions

Laura’s Bio

Martin holds a BA from Stanford and MBA from Harvard, as well as a CFA designation.

Martin’s first job was in media investment banking at Drexel Burnham Lambert

After the Drexel bankruptcy, she joined Capital Research & Management, managing $500M of media equities.

In 1994, she joined Credit Suisse First Boston where she was nationally ranked by Institutional Investor magazine for 4 years in the cable & entertainment industries.

In 2001, Martin moved to Paris to became EVP of Financial Strategy & Investor Relations for Vivendi Universal.

In 2003, Martin returned to publishing research on the largest Media and Internet companies, distributed through Soleil Securities.

In 2009, Martin joined Needham & Company.

If you give me your card, I’ll send you my thematic research

1212


1. The Economic Power of the TV BundleD

iscl

osur

esEquity Disclosures

1313


Laura Martin, [email protected]

July2014

Your Questions

Download - Laura Martin, Managing Director, Needham & Co. on Quality Works

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