Analyst Day Presentation

10 THE TV ECOSYSTEM IS SHIFTING $200 BILLION of global TV ad spending ulu cock mecast $15 - $20 BILLION of estimated global ad spending on CTV today 61 tv charnel 71 Streaming Sports prime video HBO max Streaming Movies COF NFL $200 BILLION LINEAR TV $15-20 BILLION Disney+ ROKU AVOD Expansion HBOmax App Expansion PLUTO Disney+ XBOX Source Dentsu eMarketer Nota: $2000n estimate includes 2021 traditional TV ad spend of $168bn and assumes 2021 global CTV ad spend is "2x US ad spend of $13bn CONSUMER CTV MOMENTUM DRIVES ADVERTISING LG firety YouTube tv CTV SAMSUNG SONY fubo peacock New Devices VIZIO hulu Walmart chromecast Risequi channel Gubitv INNOVD amazon fireTV sky Google TV INNOVD

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