The ASX Shell to re-write........People where have you been?????? that was released 2 weeks ago LOL - we have all been talking about this for the past days, weeks and months including the 4 /11 Announcement which is why we are all excited like we are -
you should all take the time to read this thread from the beginning (I've provided all the necessary and heaps of current information) - Anyway for those of you who have just heard about this company TV2U / TARA TV i will recap it for you from my original post on 8 November
For those who want some clarification of what this "first mover" technology will mean for us investors and all future investors of TV2U- and those who hold stock but don't actually know why they bought shares
Perhaps you fit into the category of someone who has really not taken the time or bothered to actually do some informative reading for themselves about our new company TV2U , let me try and sum it up for you:
Lets now take a look at this company and put it under the spotlight:
Who is TV2U?
TV2U is a wholesale television service provider to B2B clients
TV2U is a cloud based next generation “unicast” multi device/screen television service provider
TV2U’s entertainment service includes: On demand movies and linear channels, Hollywood and international content and games
Real Time Analytics which drives personalised advertising and viewing habits can be monetized in many other ways
TV2U BRINGS DISRUPTION TO THE "OTT" MARKET
TV2U is a wholesale TV supplier inclusive of video content
ISP’s are moving into the TV market and competing with Telco's, without requiring any high cost set top boxes
TV2U is their solution - with low CAPEX setup and guaranteed users, ISP's are about to change the way TV is made available
TV2U’s OPEX, rather than CAPEX, based business model is the future of B2B television
TV2U is currently streaming live content:
NEMONT MONTANA USA
• Nemont has a telecom and mobile network extending across vast reaches of Montana as an independent provider of voice and broadband services.
• Nemont utilises TV2U technology to support distribution of exclusive local content within and beyond its service areas, to marking a new approach to video monetization that does not rely on traditional pay TV content. Delivering content to Android Roku Set Top Box and PC.
• CMS (Content Management Services) Software provides service to multiple devices including mobile and tablet.
• Optional full Social Media Integration connecting audiences to specific content for Nemont.
• Key offering is colleague football through social media and TV2U recommendation engine customers are updated on team news and events.
INDUSTRY STATISTICS SUPPORTS TV2U's GROWTH PROPOSITION
Sector Forecasts (source; IDC (Market Intelligence))
• WorldwideITandtelecomspendingwillslowmodestlyto3.8%in
2015, to over $3.8 trillion.
• Theindustry'sdramaticanddisruptiveshifttoits3rdPlatformfor innovation and growth (built on cloud, mobile, social, and big data solutions) will accelerate.
• Smartphoneandtabletspendingwillhit$484billion,generating40% of all IT growth. Phablets will grow to 18% of smartphone units sold in 2015.
• Thegreatercloudmarketwillhit$118billion,growingtoover$200 billion by 2018. Amazon will come under three-way attack but will hold or gain share.
• Overallglobalbigdataandanalyticsmarketwillreach$125billion. Spending on rich media analytics will at least triple in 2015.
• DespitemoderatingGDPgrowth,China'simpactoninformationand communication technology (ICT) markets will skyrocket. In 2015, China will account for 43% of all ICT spending growth, one-third of all smartphone purchases, and about one-third of all online shoppers.
REAL TIME ANALYTICS CAPABILITIES PROVIDE ADDITIONAL REVENUE POTENTIAL
WHAT ARE ANALYTICS?
• Analytics are patterns and other meaningful information gathered from the analysis of data.
HOW ARE ANALYTICS COLLECTED?
• With the use of TV2U’s technology analytics are gathered from the EDGE, Player Apps and Social Media.
WHAT TYPES OF ANALYTICS DO TV2U PROVIDE?
• TV2U’s analytics provide detailed information on the viewers consuming content and their habits, including:
Australia
Singapore Hong Kong Malaysia Indonesia © 2015 TV2U. All rights reserved.
• Number of viewers
• Location
• How they engage with content
• Devices used
• Monitor interaction with social media platforms • Time of day consuming content
CONTENT PARTNERS - JOINT SALES PIPELINE
XUNITY-
An Ireland based software developer for internet connected devices and STB hardware supplier
Binding Term Sheet for TV2U to offer TARA TV to Xunity’s current 6m and future subscribers with immediate access to 2.5m across N. America
Unique cost effective access to market for TV2U content partners
Revenue share weighted in favour of TV2U from subscription and personalised advertising using TV2U’s analytics technology
VUBIQUITY
A major content aggregator has granted TV2U the rights to stream transactional VOD, including content from some Hollywood studios, to specified Android and IOS devices
Provides for distribution and marketing of VOD and linear services to under penetrated OTT markets of UK, Australia, and across the Middle East
SUNFLY
A Premier Karaoke label, established in 1991
Interactive and Dynamic Streaming via TARA will allow users to sing via all mobile and static devices
HUMAX
LOI to agree formal terms with Humax - leading gateway provider, delivering digital STBs, DVR, video and broadband gateway to over 80 countries
TV2U rolled out across all Humax STBs and current users to be notified
TV2U to provide interactive premium TV services and agree subscription based
revenue sharing model
AKAMAI
Global leader in Content Delivery Network services - US$13 billion mkt cap
TV2U will make digital content and services available to Akamai’s customers through
technical integration with Akamai’s Predictive Video Over Cellular (PVOC)
programmes
Parties will co-sell their combined solution to mobile operators
Analytics to also be implemented to facilitate targeted advertising
STEREOSCOPE CLOUD
To form JV to provide interactive OTT premium national television services and interactive shopping facilities in China
TV2U Singapore to provide equipment, software licences, technical and management support services and rights to use digital content in specified Asian countries for the purposes of Stereoscope’s proposed OTT interactive television, shopping and gaming streaming services
WIN WIN- TV2U REVENUE SOURCES
Managed services
Australia
Singapore Hong Kong
Malaysia
Indonesia
© 2015 TV2U. All rights reserved.
• Per subscriber per month manage services fee
• Per client download fee from app store Content Services: Margin varies by type
Margin on content
Margin on personalised advertising uplift
Margin on gaming
Margin on transit
Monetise the whole value chain Wholesale TV service in the cloud Managed Services Content
Systems Integration
• Systems Integration: Minimum 30% margin
Core systems integration business
CDN deployment
Local headend
Local caches
Client customisation
Client branding
Added Value Analytics
IN SUMMARY !!!!!
TV2U has a unique business model and strategy
Sales cycle commenced with multiple contracts in the sales pipeline Unique service offering in the OTT market inclusive of content
Fully funded through to revenue generation with minimum raise of A$4m Maximum raise is $10m which accelerates construction of head end infrastructure
Cheers Schu
(20min delay)