Online Movie Strategies

Table of Contents

Summary

• Market Forecasts
• Methodology and assumptions

The changing landscape of home entertainment

• Physical Market Trends
• DVD: a future of decline
• The impact of HD
• The Growth of Broadband: a new distribution channel
• Movie downloads: how big and how long?
• The evolving value chain: windows and business models
• Collapsing the windows
• Pricing and margins
• Average consumer price DTO DVD table
• Deals and Catalogue availability

Services and platforms

• Primary Screen vs. Secondary Screen
• Getting movies to the TV
• Streaming platforms: making advertising work?
• The issue of DRM

The Hollywood Studios explained Paramount Pictures

• Strategic Overview
• Catalogue Size
• Business models
• Retail
• Rental
• Platforms and devices

Sony Pictures Entertainment (SPE)

• Strategic Overview
• Catalogue Size
• Business Models
• Retail
• Rental
• Platforms and devices

Twentieth Century Fox

• Strategic Overview
• Catalogue size
• Business models
• Retail
• Rental
• Platforms and devices

Universal Pictures

• Strategic Overview
• Catalogue sizes
• Business models
• Retail
• Rental
• Platforms and devices

The Walt Disney Studios

• Strategic Overview
• Catalogue Size
• Business models
• Retail
• Rental
• Platforms and devices

Warner Bros

• Strategic Overview
• Catalogue size
• Business models
• Retail
• Rental
• Platforms and devices

MGM

• Strategic Overview

Lionsgate

• Strategic Overview

Tables and Charts

Executive summary

• Annual transaction table
• Annual sales of online movies (m)
• Annual Digital Consumer Spend
• Annual sales of online movies (m)
• Annual Studio revenues from online movies
• Sudio revenues from online movies ($m)

The changing landscape of home entertainment

• Consumer spending on home entertainment in the US ($m)
• Average consumer DVD price USA ($)
• Total Annual DVD Movie Consumer Spend
• Annual HD DVD and Blu-ray Retail Movie Consumer Spend
• World: Number of residential broadband connections by region
• World: Number of residential broadband connections
• Average advertised download speed in Western Europe
• Average European consumer Broadband price
• Time taken to download a DVD- quality movie (1GB)
• Months between windows (months after theatrical)
• Months after theatrical release
• Gross Studio-level movie revenues per new release transaction 2006
• Studio deals with service providers
• Typical consumer prices on digital platforms
• Cumulative worldwide iPod sales (m)

Services and platforms

• Browser-based versus device platforms
• Direct and indirect connections
• Installed TV-connected broadband capable devices (m)
• Portable video player installed base (m)
• US DRM services

The Hollywood Studios explained

• Studio Structure Diagram
• Studio Benchmarking

Paramount Pictures

• Paramount - library availability for digital
• Paramount - supported digital distribution services - July 2007
• Joost: Paramount titles (available June 2007)

Sony Pictures Entertainment (SPE)

• SPE - library availability for digital
• SPE - supported digital distribution services - July 2007

Twentieth Century Fox

• Fox - library availability for digital
• Fox - supported digital distribution services - July 2007

Universal Pictures

• Universal - library availability for digital
• Universal - supported digitaldistribution services - July 2007

The Walt Disney Studios

• The Walt Disney Studios - library availability for digital
• Disney - supported digital distribution services - July 2007

Warner Bros

• Warner Bros - library availability for digital
• Warner Bros - supported digital distribution services - July 2007

MGM

• MGM - supported digital distribution services - July 2007
• MGM - library availability for digital

Lionsgate

• Lionsgate - supported digital distribution services - July 2007