Investor Presentaiton
Video Services -16% of group revenue
Enhancing Video offering and improving end viewer experience to support video resilience and business stickiness
A Market forecast (IHS 2017)
Backend/OTT service (EUR Million)
▲ Services development
Revenue development (EUR Million)
336
329
319
+5.8% CAGR
11,186
8,921
317
330
329
Recent performance
•
SES
New business bundling capacity and services supporting stable MX1
business
HD+ a stable platform and enhancing experience to attract additional subs
Accretive to the group
2017
2021
2015 LfL
2016 LfL
Underlying
2017
Periodic
Is +1.9% CAGR, if excluding cloud storage, for
which MX1 offers private could environment
Enhances SES offering all along Video value chain
•
EBITDA margin of 40-50% before internal transponder costs
▲ Enhances operational insight and improves business stickiness
DIO
28
Encoding/ Transcoding
Encryption
Uplink
Direct-to-Home
Direct-to-Cable Digital Terrestrial Direct to IPTV headends
888
Media asset Playout
management
Encoding/ Transcoding
Digital Rights Management
Online Video Platform
TV
Tablet
☐
Smartphone
Laptop
Backend provider
Infrastructure provider
Experience provider
又
MX1
-10% of group revenue
A Offers end-to-end solution to content owners and broadcasters: taking full
responsibility for all technical, operational, logistical & distributional needs
A Economies of scale MX1 leverages state of the art facilities to process all video
distribution steps for more than 3,200 channels (satellite or internet-based)
Constant innovations to embrace new technologies and offer best expertise to
broadcasters: OTT, Cloud services and soon Virtual reality, Network offloading...
▲ Facilitates higher definition switch by providing 'UHD ready' capabilities
▲ Improves business stickiness with additional operational insight
SES investor presentation I September 2018
HD +>5% of group revenue
A
Successful growth story: developing HD ecosystem in Germany, diversifying
revenue streams for channels and SES and providing a great video experience to
end viewers, and now with the addition of exclusive sports content
HD+ package
23 private HD channels
MAX
V-XHD HD
Оно
Посно 003
N24
sportive
and over 30 free-to-air channels
HD+ Premium
Eurosport-Paket
EUROSPORT 2XTRA
EUROSPORT PLAYER
▲ Leverages HD+ platform expertise for new markets or VoD Everywhere
▲ Generates “pull-through' satellite capacity sales for the group
18View entire presentation