Sony PIX MRP Presentation 16 th July 2013 Confidential 1
English Movie Channels Dominate the Category HEALTH AND LIFESTYLE * English News 5% 7% ENGLISH ENTERTAINMENT 9% 46% ENGLISH MOVIE CHANNELS INFOTAINMENT * 33% * Includes multi-lingual feed viewership
Post Digitisation: Stupendous positives for English Movie Channels TOP 5 Genre Growth Post digitisation Reach%, Time Spent EMC Growth % Growth 80.0 3 35% 30% 2.5 30% 60.0 25% 2 19% 20% 40.0 1.5 15% 12% 1 10% 5% 20.0 5% 2% 0.5 0% 32.1 50.0 34.0 74.9 0.0 0 Eng Mov Eng Ent Infotainment Lifestyle Music Pre DAS DAS II Reach% TSV Share • Sharp increase in English Movie genre Share post DAS II% • English Movie genre has emerged as the Biggest gainer post Digitisation. • Importantly, this increase has been driven by both Reach and Time-spent Confidential 3 TAM data, All India 1mn+, Pre DAS: wk 31 to wk 43 2012, DAS I : wk 44 2012 to wk 18 2013, DAS II : wk 19 to wk 26 2013, CS AB 15-44 yrs
Studio Channel Relationships Update Confidential 4
Channel Studio Output Deal 1 st * 2 nd 3 rd Output All All Lib Channels Channels * No formal word from Disney but Confidential 5 seems the most likely outcome
PIX Plan Update Confidential 6
Recap of our Strategic Objectives How What • Place Sony Pix in the top 2 Strengthening content offering • channels for the category Sharpening scheduling - optimising exhibitions and repeats • Being in the top of mind for viewers • Change perception – currently Amplify the proposition of “Premieres” • perceived as a home of classics Occupy youth spaces – social media and on-ground to be relevant • Break the clutter – look and Review positioning – differentiate beyond feel different Hollywood • Disruptive consumer engagement Confidential 7
1. Place PIX at #2 Position • Strengthening content offering – MGM 1 st Output (20 Titles) – Package Deals (Paramount, Multivision) – On going: Paramount (Indiana Jones), Multivision (Expendables 2) • Sharpening Scheduling – Consumer Driven and Analytical Approach – Have managed to beat competition with lesser quality titles • Being in the top of mind for viewers – 360 Degree Blitzkrieg campaigns for MIB 3 and TAS – Positive rub-off on channel viewership in general – Following it up with Hobbit & Skyfall Confidential 8
Strengthening the Content Offering • Paramount – Strong existing relationship with 3 library deals so far. – First output with HBO, only library packages with others. – First right of refusal with Viacom for 2 nd output.(New channel launch) – Best bet towards an output relationship s.t. Viacom18’s Biz Plans • WB: – Can be explored for a 3 rd output association- Currently dealing only with Movies Now outside of HBO & WB • MGM – 1 st Output and Skyfall + Bond Franchise • Disney – 2 nd Output discussions have reportedly been closed with Zee Studio – Possibility of 1 st / 3 rd Output discussions next year. Also, in active pursuit of quality titles with Local aggregators & Other Studios • Expendables 2 (Multivision) 9 • Hunger Games 2 (Lionsgate/Morris Street)
PIX at #2 in the Viewership Game PIX #2 Star Movies Sony Pix Discovery HBO Movies Now NGC Wb Animal Planet Z Studio History TV18 Tlc Fox Traveller Sonic Nick Fashiontv Foodfood Axn Star World Star Movies Action Mgm Channel Discovery Science Nat Geo Wild Discovery Tamil Multi-lingual Comedy Central channels Discovery Turbo Z Trendz 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 Source: TAM Data, All India 1mn+, CS AB 15-44 Wk 19 to Wk 26
PIX on a high growth Trajectory PIX beating Competition PIX : Steady Growth Q2 FY 13 Q3 FY 13 Q4 FY 13 Q1 FY 14 PIX HBO Movies Now Star Movies GRP 33.0 25 26.1 20 24.8 22.3 15 10 13.1 11.3 10.7 9.6 5 0 Jan Feb March April May June (% ) Reach TSV (mins) Confidential 11 Source: TAM TG: CS 15-44 AB wk 1 – wk 26 Market: All India 1 Mn+
2. Changing Channel perception • Men in Black 3 and The Amazing Spiderman have had the BIGGEST Premier campaigns in the category • Multimedia Blitzkrieg : Home Channel, MSM Network, Paid TV activity, Print, Massive Online campaign • Stepped up Social Media presence through disruptive engagement Print Spends (in Rs lacs) Reach%- Television 42.5 90 45 77 40 80 35 70 30 60 25 50 25 40 20 15 30 17 10 20 13 6 3.5 5 10 0 0 0 MIB3 The Avengers The Grey MI-4 MIB3 The Avengers The Grey MI-4 TAS Brave Journey 2 TAS Brave Journey 2 Confidential 12 Source: TAM TG: CS 15-44 AB Market: All India 1 MN+
Top Premieres of 2013 The Amazing Spiderman # 1 Premiere of the year 2013 TVR % 0.56 0.49 0.47 0.3 0.29 0.24 Source: TAM All India , TG: CS 15-44 AB Period: Wk 1, 13 to Wk 26,13
Top Premieres Since 2008 3 from Top 5 are from PIX 0.68 0.63 0.59 0.56 0.49 Slumdog Millionaire Spiderman - 3 Avataar TAS MIB 3 Source: TAM, All India, TG: CS 15-44 AB Period: Wk1, 08 , 13 to Wk 26,13
Way Forward PIX Plans Viewership Projections Confidential 15
Way Forward – PIX Plans • PIX HD Feed to be launched in FY 15 as a substantial simulcast channel with separate advertising and subscription revenues • Opportunistically pursue additional sources of supply, preferably lock up a large studio should an opportunity arise (Currently not built in the plan) • New Positioning (Planned Transition in Oct’13) – Extensive exercise with the Creative agency and Consumers in progress. • Channel Packaging Change : Oct’13 Confidential 16
Way Forward - Key Assumptions • Category – Strong growth with DAS implementation expected • Star Movies – Remain the strongest player in the category but with narrower margin • Star Movies Action – Expected to grow sharply and cannibalise from all players • WB and Zee Studio – To see a short term surge due to DAS • Sony PIX – Renewals for SPE 1 st Output (2017) & MGM 1 st Output (2016) 17 Confidential
Way Forward - Projections PROJECTIONS FOR EMC Category – All India 1Mn+ FY 13 FY 14 FY 15 FY 16 FY 17 GRP 56.9 74.8 82.4 87.7 93.4 Reach % 31.7 37.9 39.9 41.4 42.9 TSV 54.1 61.2 65.1 67.1 69.2 PROJECTIONS FOR SONY PIX – All India 1Mn+ FY 13 FY 14 FY 15 FY 16 FY 17 Share% 14.5 16.3 18.1 18.1 18.2 GRP 8.3 11.8 14.3 15.3 16.3 Reach% 10.4 14.3 15.4 16.9 17.5 TSV 24.0 28.0 31.8 33.9 36.3
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