Transforming Video Delivery - How We Win Content Providers & Service Providers Markets
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Transforming Video Delivery
How We Win
Content Providers & Service Providers Markets
June 2019
2 Plans to Expand our Addressable Market
Most of ATEME business today are centralized
Video Headends for traditional + OTT delivery
Primary Traditional
Distribution Distribution
Content Provider Service Provider
TV Network (Satellite, Cable, Telco)
Video Headend
2 Enable new decentralized
Subscriber
distribution architectures for SPs
1 Enable CPs’ direct
OTT
access to consumers
2
ATEME © 1991-2019
The Media Landscape
Content Providers Service Providers
Create/Produce/License Content Aggregate/Distribute Content
SVOD or Ad-Supported VOD Service Virtual Service Providers (vMVPDs)
New Impose Binge Watching as the Way to consume video New content or Skinny cost-effective bundles
Entrants
Digital
Native
Studios/Broadcasters/Networks Service Providers (MVPDs)
Traditional Created string brands in the 80’s-90’s Historically, got the broader access to customer
Players
TV/STB
native
3
ATEME © 1991-2019
Success of SVOD Leading to New Mode of Consumption
Netflix Subscribers Worldwide All Generations Move Away from Traditional TV
160
Number of subscribers in millions
140
120
100
80
60
40
20
0
2012 2013 2014 2015 2016 2017 2018
Source : Statista Source : NIelsen
Netflix overtook most of traditional Service Providers on their domestic markets
We moved from live & eyeballs counting to binge-watching & subscription
4
ATEME © 1991-2019
Content Providers Line-Up for Direct-To-Consumer OTT Services
NEW OTT Services Announced to be launched in the Coming 12-18 Months. More to Come
The new services trigger new investment = new opportunities for ATEME
5
ATEME © 1991-2019
This Creates a Billion Dollar Content Race
(and not every CP & SP can Afford)
Organic Catalog Growth
Focus on DAZN, Sports-focused Streaming Services
Content Spending by Media Group
Source : Devoncroft
More content = more opportunities for ATEME
6
ATEME © 1991-2019
Solution: Increase Monetization, Value and Focus.
Virtual Programming for Targeted Ads and/or Personalized Content
Viacom Acquired Pluto TV, Ads-Supported vMPVD, for $340M
Source : Pluto TV User Interface
• What customers look for : Virtual Programming to create ads supported linear-like experience with new content
• Youtube’s Video > 100k → Added automatically to the App
• Event (eg: Royal Wedding) → Channel created with similar content. Live TV-type of experience, no VOD
7
ATEME © 1991-2019
Network Overload Challenge
UHD IP video will account for 22% of global IP video traffic by 2022
+29%
CAGR
2017-2022
Exabytes per month
Source : CISCO VNI global IP traffic forecast 2017-2022
• The amount of traffic crossing the global internet will increase by 153% to around 356 exabytes a month by
2022, with video accounting for 82% of traffic.
• More traffic will cross the internet in 2022, than in the entire span of 1984-2016 combined. And in five years,
60% of the world’s population will be using the internet.
• IP Networks are built to absorb ~1/3 of this demand (source: Qwilt)
8
ATEME © 1991-2019
5G & ATSC 3.0: Faster Data, Trials in ’19, Roll-out in ‘20
ATSC 3.0 / new DTT Broadcast standard in the US. 5G: New cellular network standard
It leverages IP connection to pass additionnal data for enhanced broadband access.
(UHD) and/or create business opportunities Unlike ASTC 3.0, it covers more than video
Source : TV Technology.com Source : Qorvo
More data = more or higher resolution videos (UHD) = More opportunities for ATEME
9
ATEME © 1991-2019
2 Year Plan
and prepare
2019
Win the Video
Head End market
expanding to CPs
and SPs OTT
Multi-year
contracts leading to
increasing
predictability in
Gross Margin
expected up S&M
(shift to investments to Network
R&D
investments to
develop innovative
keep developing our solutions, but will
Increasing
operating
profit every
year
delivery topline growth software) international not grow as fast as
(+20%), with the topline
2020
contribution from
coverage, but will
not grow as fast as
all 4 regions
the topline
10
ATEME © 1991-2019Transforming Video Delivery
Virtual Programming & Playout
P. Baumgartner – June 2019Prepare Expanding to CPs and SPs OTT delivery
Primary Traditional Most of ATEME
Distribution Distribution business today
Content Provider Service Provider
TV Network (Satellite, Cable, Telco)
Video Headend
2 CDN new decentralized
Enable Subscriber
distribution workflow for SPs
OTT
1 Enable CPs’ direct access
to consumers CDN
Playout Compression Distribution
12
ATEME © 1991-2019Playout Brings Video Contents To Live
Live Streams
Playlist
Video Files
Subtitles PLAYOUT
Graphics
Source : ESPN User Interface
13
ATEME © 1991-2019Playout Workflows Depend On TV Channel Types
AUTOMATION Main Features
MEDIA ASSET MANAGER
Media Management Media
Applications Management • Precise and deterministic
Ingest/Editing/QC Database control (timing)
Event Store
• Seamless transitions
between contents
Device Driver • Comprehensive
scheduling of media
• Easy and fast retrieval of
PLAYOUT SYSTEM
source media.
Video Server Logo / Closed • A high degree of control
Master
Router Graphics Captions or over the output
Control
Overlay Subtitles
Live feeds
• Audio/video overlays,
embellishments, titling
14
ATEME © 1991-2019From Hardware to Virtualization
1990 2000 2010 Now
Cart Machine 1st Video Server Video Server
All-in-one
All-in-one Box
Software TITAN Playout
Graphic Inserter
Master Control
Automation
• Complex Hardware Architectures have been replaced by integrated systems
• Functionalities are moving to software and virtualization
• These changes create opportunities to deliver a unified video delivery suite
• Becoming hardware agnostic
• Simplifying workflows drastically
15
ATEME © 1991-2019Transforming Video Delivery
How to Manage the Video Headends
in the Cloud or On-Site
Philippe VIDAL – June 2019A Complete Offer for Video Flow
Primary Distribution
Contribution Distribution
Event Service Provider Subscriber
Content Provider
TV Network (Satellite, Cable, Telco) CDN
Video Headend
OTT / Multiscreen
Kyrion encoders in the trucks and TITAN is a virtualized Video Headend software
decoders at the TV station covering all Live and File needs
17
ATEME © 1991-2019Network Management System In Brief
Monitoring Notifications ATEME NMS delivers
all those critical
functions
and many more
Operational
Dashboard
Real-time Alarm
Fail-over Automation Reporting
Delivery
Continuity
Scheduling
18
ATEME © 1991-2019AMS Involved In Industry Shift To Software
10 years ago, Then, Today,
Video Head Ends consisted in VOD and multiscreen were Service Providers deploy Software Converged
heterogeneous specialized added and managed as Video Headends (Live + VOD, Box + Multiscreen),
hardware for each operation separate operations
in a virtualized environment
Software
Virtualized Headend
Legacy VHE
+ VOD
+ Multi-
Screen = Running on
Private cloud
Legacy Video Headend VOD and Multiscreen Software Virtualized Video Headend
for the linear separated infrastructure running on a private cloud
distribution to the box
19
ATEME © 1991-2019AMS Enables Operational Efficiency
Unified user interface for real-time status and alarm monitoring
• Single tool to manage TITAN solutions in converging applications
• Agnostic to deployment environment and scalable
• Key player of uninterrupted channel delivery
• Focus on Channel lifecycle management
• Facilitating delivery monetization thru Scheduling
20
ATEME © 1991-2019Transforming Video Delivery
ATSC 3.0 Emergence
in the US
Mickael RAULET
Director Research & InnovationATEME Honored By Sinclair Broadcast Group
« Next Gen TV » is based on ATSC 3.0, the new standard for the
terrestrial digital broadcasting system in the United States and Korea
Sinclair and its joint venture ONE Media announced 40 U.S. cities
getting ATSC 3.0 next-generation TV by the end of 2020.
$6.7B 2018 REVENUE
“ATSC 3.0 will be a huge opportunity
191 TELEVISION STATIONS for broadcasters specifically because
of the data they will be able to
607 CHANNELS collect within 3.0’s IP-based delivery
system that establishes two-way
89 US MARKETS communication between
broadcasters and viewers.” - David
Smith, chairman of the Sinclair
Broadcast Group.
22
ATEME © 1991-2019ATSC 3.0 – Goals & Guidelines
Better Spectrum Efficiency - Higher Quality - TV/Mobile Convergence - Content protection - Personalization
Source : ATSC/Magid’s Nicole Meighan
23
ATEME © 1991-2019All Kind of Customers Get Excited About ATSC3.0
Most consumers are willing to pay to access a range of their favorite features
Source : ATSC/Magid’s Nicole Meighan
24
ATEME © 1991-2019ATSC 3.0 - Redesigned from Ground Up to Address Goals
Screen is a web page
Software Interactive Content HTML5
UHD & HD multicast & HDR
Enhanced Immersive audio
Videos and sounds
audio/video Content protection
Stream and Files
Enhanced Internet protocols
Protocols
Bits over the air
Enhanced Similar to DVB-T2
Transmission
25
ATEME © 1991-2019ATSC 3.0 & Video Compression
Video Codec with Associated Bitrate Savings (at Same Video Quality)
01000100111…
BITRATE
MPEG-2 H264 HEVC AV1 MPEG-5 VVC
EVC
1993 2003 2013 2018 2020 2020
26
ATEME © 1991-2019Typical ATSC 3.0 Ecosystem Internet service
personalization
AWARN
emergency Alert
Modulator ATSC3.0 receiver
IP ATSC3.0 demod
ATSC3.0 SFN
SDI HTML5.0 applications
Broadcaster Encoder Packager Scheduler
HEVC/SHVC MPEG-DASH SFN Synchronization
MPEG-H 3D ROUTE == multicast PLP allocation
AC-4
Modulator
Gateway
ATSC3.0 demod OTT player
OTT DASH
Timeshifting
Recording
Live
27
ATEME © 1991-2019ATCS 3.0 Uses Scalable Encoding
• Guaranteed “lower quality” (1080p) signal for robust reach / mobility
• Enhanced 4K when possible
• Leverages Scalable High-Efficiency Video Codec (SHVC)
High loss
channel
Low loss
channel
* Source: ATSC3.0 conference presentation of the Video chairman subgroup
28
ATEME © 1991-2019ATSC 3.0 Buffalo Channel Sharing
Current status with ATSC 1.0 Channel Sharing
Station 1
1 HD + 3 SD 1 HD + 3 SD 1 HD + 3 SD
Multiplexer ATSC1.0
Station 2
1 HD + 2 SD 1 HD + 2 SD 1 HD + 3 SD
Multiplexer ATSC1.0
Station 3
1 HD + 5 SD 1 HD + 4 SD 1 HD + 4 SD
Multiplexer ATSC1.0
WPXJ
29
ATEME © 1991-2019ATSC3.0 Buffalo Channel Sharing
1st step towards ATSC 3.0:
- Redistribution of the Channel Distribution
Station 1
1 HD + 3 SD 1 HD + 3 SD 3 HD + 10 SD
Multiplexer ATSC3.0
Station 2
1 HD + 2 SD 2 HD + 2 SD
1 HD + 2 SD
Multiplexer ATSC1.0
Station 3
1 HD + 5 SD 1 HD + 5 SD 1 HD + 8 SD
Multiplexer ATSC1.0
WPXJ
30
ATEME © 1991-2019Dynamic Ad Insertion – DAI
Ad server
Ad insertion -http
ATSC1.0 Transport DASH
stream with +
ROUTE ATSC3.0
AD insertion SCTE35 triggers Xlinks SLS/SLT Modulation
signaling
S&T
31
ATEME © 1991-2019Santa Barbara Ad-insertion NAB Plugfest
32
ATEME © 1991-2019ATSC 3.0: More to Come
ATSC is Being Proposed Worldwide
33
ATEME © 1991-2019Transforming Video Delivery
Video Compression Leadership
June 2019What is Video Compression and Why it Matters
Uncompressed HD
Compressed
Video Decoder
HD Video
~ 4 Mbits/s
~ 2 Gbits/s
Encoder
Whatever the network (cable, internet, satellite, terrestrial), digital video has to be compressed 500x typically
• Compression is a Must. Video is 80% of the internet traffic*.
• The encoding technology is key
• ITU (Geneva) defines international standards MPEG-2 (1992), MPEG-4 (2003), HEVC (2013).
• An intelligent encoder (e.g. including objects tracking algorithms) requires less bitrate for
the same video quality (or generates a better video quality at a given bitrate).
• The decoder is passive (2 decoders would always display the same video). No innovation
there.
* Cisco Visual Networking Index
35
ATEME © 1991-2019Video Growth Drivers
Continued Demand for High Efficiency Compression
Content Explosion New Distribution Monetization Ultra HD Television
Models Opportunities
Delinearization
More channels, more content Multiscreen, OTT Multiplication of distribution 4K, HDR, WCG, HFR
formats
Video content in global Internet traffic :
2017 2019 2020
75% 80% 84%
Source : Cisco
36
ATEME © 1991-2019Transforming Video Delivery, Reducing Distribution Costs
H.266/VVC (2020)
MPEG2 (1992) H264 (2003) HEVC (2013) AV1 (2018) MPEG5/EVC (2021)
AV2 (202?)
TITAN supports all international video compression standards
Recent involvement of ATEME R&D and deployment successes include:
30% density increase Close partnership with The only compression ATEME’s research team
1st to market with a
without network or vendor part of is working to help
production -ready
decoder/STB upgrade define the next MPEG
HEVC solution
video compression
QAM reclamation Reduce the required standard
Deploying HEVC
enabling new services bandwidth for main-
projects with Tier1
screen & OTT HD
clients worldwide
AV1, the royalty free
Reduce the codec, will be released
solution’s TCO in 2018 and supported
by TITAN
37
ATEME © 1991-2019AV1: Open, Fast and Royalty-Free Video Codec
• Problem Statement: HEVC royalties Delays deployment due to complex licensing pools
H.264/AVC HEVC
Number of 3*, plus a dozen individual IP holders
1
Patent Pool Need agreements with all of them
Velos Media,
Names MPEG LA MPEG LA HEVC Advance
Technicolor & others
Device
$0.10 to $0.20/unit $0.20/unit $0 to $1.95/unit To negotiate individually
Royalties
Cap $9.75M/year $25M/year $40M/year No cap
Content $0.10/subscriber < 1M
None None To negotiate individually
Royalties $0.02/title
Cap $9.75M/year 0 0 No cap
Royalties are cumulative
• An Alternative Raised: AV1 (AOM Video codec 1)
• Supported by Alliance for Open Media (AOM)
• AOM was founded by Silicon Valley Tech companies, ATEME is active member
38
ATEME © 1991-2019AV1 Subjective Performance: Better than HEVC
HEVC AV1
39
ATEME © 1991-2019H.266/VVC: Versatile Video Coding
• VVC: Next ITU/MPEG video codec
• Goal: 50% bitrate reduction compared to HEVC
• Use-cases:
• Broadcast (same as MPEG-2, AVC and HEVC)
• Low delay interactive communication
• Virtual Reality
• Internet of Things
• ETA: October 2020 (7 years after HEVC)
• Will be a new international standard
40
ATEME © 1991-2019VVC vs AV1 vs HEVC: 50% Gain Reached
UHD content (Book)
41
ATEME © 1991-2019MPEG-5/EVC: Essential Video Coding
• EVC: New MPEG video codec competing with AV1
• Goal: Royalty friendly and/or free
• Efficiency: comparable to HEVC
• Baseline (royalty-free): 20% less efficient than HEVC
• Main (royalty-friendly): 25% more efficient than HEVC
• Use-cases:
• Web
• Broadcast (same as MPEG-2, AVC and HEVC)
• ETA: January 2020
• Will be a new MPEG standard
42
ATEME © 1991-2019Latest Tech News / Others Trends We Monitor
Dec. 1st, 2018 :
NHK launched the first 8K channel in the world with
a broadcast of “2001: A Space Odyssey.”
NHK to broadcast 2020 Olympic Games in 8K.
Numerous Content/Service Providers launch 5G trial
5G promises higher quality/faster delivery of entertainment
May accelerate cord-cutting effect and enable more app-type bundles to succeed
43
ATEME © 1991-2019Transforming Video Delivery
Thank You !
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