Investor Presentaiton
SES Video
Resilient high margin business delivering strong cash flows for reinvestment in future growth and return to shareholders
▲ Stable business
Revenue development (EUR Million)
1,336
1,392
1,383
Video Services
210
284
329
1,126
1,108
1,054
Video Distribution
2015
2016
2017
▲ High visibility with:
EUR 4.9 billion future revenue and cash secured (backlog)
and operational insight from backend service provision
10-year typical distribution contract term and fixed pricing
with high probability of renewal
SES
% of contracted future revenue
Status at FY 2017 end and in EUR million
1,383
FY 2017
~95% of 2018
expected revenue
contracted
FY 2018
Production / Content owner
Processing data
Transmission
DO
Reception
sky
Customer
ProSiebenSat.1
Media SE
ARD®
2DF
CANAL+
▲ Content
Format
▲ Videos
▲ Rights Management
▲ Playout
▲ Satellite
▲ Fibre
▲ TV
▲ Computer
Cable
▲ Phone/tablet
▲ WLAN
MX1 complete solution
Premier
League
Turner®
VUBIQUITY
Video Distribution relies on satellite to distribute Video content to end viewer through Direct to Home (DTH), Direct to Cable (DTC) or IPTV feeds
MX1 organises and formats video content to distribute it all over the world using satellite or non satellite capabilities
Video Distribution (~75% of Video revenue)
Leveraging satellite advantages of being able to distribute cost effectively
4 Gbps of video content to 351 million households
▲ Europe | leading positions in Germany, UK, France and
others, with high households reach and over 2,600 channels
Video Services (~25% of Video revenue)
Supports business resilience by integrating latest digital trends to SES:
Xx
MX1
One-stop-shop for any broadcaster to distribute contents
Distributing >3,200 channels and > 120 VoD platforms
Partnership with all major German speaking
commercial channels to provide HD / UHD experience to end
viewers with exclusive sport content
and relying on strategic partnerships where SES and customers
are both incentivised to grow reach and video experience
>10%
-20%
-15%
HD +
EUR
1.4 bn
-10%
▲ North America
wholesale for 23 and cable feed for 1/3
>45%
▲ Growing in International LATAM, MEA, Asia Pacific
Performance in 9 years of existence: From 0 to 2 million
subscribers, 8 to 23 channels, EUR 50 to EUR 70 annual fee
SES investor presentation I September 2018View entire presentation