Small screen, big returns
Small screen, big returns Television Roundtable, February 2014
A world of entertainment.
Content is driving growth and financial return Financial overview ►Building
a substantial content portfolio:
– TV library of over 2,800 hours – 300 half hours delivered in FY2014 ►Significant
pipeline of new productions and renewals
–
New commissions: 50% production half hours
–
Series 2: 16% production half hours
–
Series 3+: 34% production half hours
►Long
Investment & production
term output deals with major US networks
1
TV content is becoming increasingly valuable TV content remains a growth market Global broadcast revenues, by region (US$bn)
US
Canada
EMEA
Asia Pacific
Latin America
US cable networks driving growth Estimated US TV Production commissioning spend, by source (2011)
CAGR: 5%
200
5%
150
8% 100
10%
50
8% 0 2012
2013
2014
2015
2016
► Consumers are demanding more high quality content
► New digital platforms producing/acquiring exclusive TV
► Multi-screen consumption fuelling growth
► US
► Access
► Digital SVOD
to exclusive content is a key differentiator
content
cable networks are responding is a growing opportunity for eOne
2
eOne TV’s competitive advantage ► Concept development ► Multiple genres ► Multiple formats
► Global presence ► Attractive funding environment
► Key
relationships ► Syndication opportunities
► Proven production capability 3
eOne’s content development strategy Original development
13 x 60” Co-development deals
Co-productions
48 x 30”
20 x 60”
52 x 60”
First look deals
65 x 60”
31 x 60”
30 x 60”
Content development: Discovery and eOne TV strike gold with Klondike ► Klondike is
Discovery’s first scripted venture
– eOne co-production with Scott Free, Discovery & Nomadic Pictures – Broadcaster: Discovery - US, Canada, Asia/Pacific Rim, CEE, Latin America, Africa, Middle East, India
► Event Mini
Series: 3 x 120 min/ 6 x 60 min
► Production began in
March 2013 in Alberta,
Canada ► Air
date: January 20-22, 2014
– 3.4 million total viewers tune in to miniseries debut, a network best
► Outstanding cast – Richard Madden (Game of Thrones) – Abbie Cornish (Sucker Punch) – Tim Roth (Pulp Fiction) – Sam Shepard (Black Hawk Down)
5
Content monetisation: Network output deals transform our business ► Network deals reflect eOne’s trusted status and international
distribution capability ► Bring scale and presence, attractive to
other content producers
► eOne TV
retains all international rights to AMC and Sundance Channel shows launched over the next three years
► Exciting new AMC –
Halt & Catch Fire
–
Turn
–
The Red Road
shows to air during 2014
► eOne TV
will distribute El Rey’s growing slate of original scripted programming, starting with –
Matador
–
From Dusk Till Dawn: The Series
6
Our team Darren Throop Chief Executive Officer ►
Over 20 years of executive management experience in the entertainment industry
►
Began eOne career in 1999 and became CEO in 2003
Giles Willits Chief Financial Officer ►
Former Director of Group Finance of J Sainsbury from 2005 to 2007 and Group Corporate Development Director and Interim Group Finance Director of Woolworths Group
►
Chartered Accountant qualified with PricewaterhouseCoopers
John Morayniss Chief Executive Officer, Television ►
Former head of television at Alliance Atlantis and CEO of Blueprint Entertainment (acquired by eOne in September 2008)
►
Board member of National Association of Television Programming Executives
7
A world of entertainment.
Content is driving growth and financial return Financial overview ►Building
a substantial content portfolio:
– TV library of over 2,800 hours – 300 half hours delivered in FY2014 ►Significant
pipeline of new productions and renewals
–
New commissions: 50% production half hours
–
Series 2: 16% production half hours
–
Series 3+: 34% production half hours
►Long
Investment & production
term output deals with major US networks
1
TV content is becoming increasingly valuable TV content remains a growth market Global broadcast revenues, by region (US$bn)
US
Canada
EMEA
Asia Pacific
Latin America
US cable networks driving growth Estimated US TV Production commissioning spend, by source (2011)
CAGR: 5%
200
5%
150
8% 100
10%
50
8% 0 2012
2013
2014
2015
2016
► Consumers are demanding more high quality content
► New digital platforms producing/acquiring exclusive TV
► Multi-screen consumption fuelling growth
► US
► Access
► Digital SVOD
to exclusive content is a key differentiator
content
cable networks are responding is a growing opportunity for eOne
2
eOne TV’s competitive advantage ► Concept development ► Multiple genres ► Multiple formats
► Global presence ► Attractive funding environment
► Key
relationships ► Syndication opportunities
► Proven production capability 3
eOne’s content development strategy Original development
13 x 60” Co-development deals
Co-productions
48 x 30”
20 x 60”
52 x 60”
First look deals
65 x 60”
31 x 60”
30 x 60”
Content development: Discovery and eOne TV strike gold with Klondike ► Klondike is
Discovery’s first scripted venture
– eOne co-production with Scott Free, Discovery & Nomadic Pictures – Broadcaster: Discovery - US, Canada, Asia/Pacific Rim, CEE, Latin America, Africa, Middle East, India
► Event Mini
Series: 3 x 120 min/ 6 x 60 min
► Production began in
March 2013 in Alberta,
Canada ► Air
date: January 20-22, 2014
– 3.4 million total viewers tune in to miniseries debut, a network best
► Outstanding cast – Richard Madden (Game of Thrones) – Abbie Cornish (Sucker Punch) – Tim Roth (Pulp Fiction) – Sam Shepard (Black Hawk Down)
5
Content monetisation: Network output deals transform our business ► Network deals reflect eOne’s trusted status and international
distribution capability ► Bring scale and presence, attractive to
other content producers
► eOne TV
retains all international rights to AMC and Sundance Channel shows launched over the next three years
► Exciting new AMC –
Halt & Catch Fire
–
Turn
–
The Red Road
shows to air during 2014
► eOne TV
will distribute El Rey’s growing slate of original scripted programming, starting with –
Matador
–
From Dusk Till Dawn: The Series
6
Our team Darren Throop Chief Executive Officer ►
Over 20 years of executive management experience in the entertainment industry
►
Began eOne career in 1999 and became CEO in 2003
Giles Willits Chief Financial Officer ►
Former Director of Group Finance of J Sainsbury from 2005 to 2007 and Group Corporate Development Director and Interim Group Finance Director of Woolworths Group
►
Chartered Accountant qualified with PricewaterhouseCoopers
John Morayniss Chief Executive Officer, Television ►
Former head of television at Alliance Atlantis and CEO of Blueprint Entertainment (acquired by eOne in September 2008)
►
Board member of National Association of Television Programming Executives
7
