TeleSoft Partners Fifth Annual Limited Partner Meeting Doug Garland Vice President & General Manager Access & Distribution October 25, 2002.

Slides:



Advertisements
Similar presentations
Copyright © 2005 – Clickshare Service Corp. All rights reserved. Payment Aggregation & Affinity Management Clickshare for the Media Industry For more information.
Advertisements

Current thinking. Subject to change. October 2011 BENEFITS OF BUILDING AN IN-HOUSE CONTENT DISTRIBUTION NETWORK (CDN)
Mobile Entertaiment now and tomorrow…
E-Commerce: The Revolution Chapter 1 Electronic Commerce Course BADM 561, Dr. Cara Peters.
808 Main St. Fitchburg, MA Dutton St Lowell, MA
Integrated Marketing Solutions
CANE MEDIA Presented by Akhona Ngwane September 2013.
© 2009 IBM Corporation1 Telco, media, entertainment and consumer electronics companies face an overlapping set of challenges and opportunities Companies.
TeleSoft Partners EcoSystem Meeting Paul Chamberlain Managing Director, Head of West Coast Technology Banking October 28, 2005.
The Future of Marketing March 8, The Future of Marketing, 3/8/01, page 2 Agenda Change Happens… I.Embracing the Future/Marketing Assumptions A.The.
B2E: Marketing Plan Mid-point Meeting
1 TeleSoft Partners Annual Venture Capital Ecosystem Meeting Doug Garland SVP Broadband & Mobile Services October 20, 2003.
Risk Evaluation for Internet Investments Anya Eldan Managing Partner, Platinum Venture Capital 18 February, 2002.
Local Content Matters Online Advertiser’s Online Choices 100,000,000 Web sites 25,000,000,000 Pages on which to advertise.1% Average click-through.
PACIFIC CENTURY Presented by Group 1B. PACIFIC CENTURY Agenda 1)Background of PCCW 2)Industry Life Cycle 3)Key Strategies -Where to compete -How to compete.
1 M-Learning Forum Market Trends in Mobile and Wireless Phil Kendall Director Global Wireless Practice, Strategy Analytics
McGraw-Hill/Irwin © 2002 The McGraw-Hill Companies, Inc., All Rights Reserved. 2-1 DAY 6 Agenda Today September 26 –Intro to Online Portals -Tony –Yahoo!
Rewarding partners- Who are we? Rewarding Partners is based in La Jolla California Our mission is to introduce collaborative abundance opportunities to.
in Digital: Transitioning To a Post-PC World.
1 MIT’s Media Tech Club November Gordon Hoffstein President & Chief Executive Officer.
Online Services Chapter 9.
Copyright © 2006 ClearSky Mobile Media, Inc. Planning Mobile Entertainment Strategy Planning Your Mobile Entertainment Strategy.
New Opportunities for Lowe’s Partnership opportunities.
GROCERY INDUSTRY, PRIVATE BRANDS AND ITS EVOLUTION Joe McKie, Vice President, Private Brands Food Marketing Institute.
The Future Communication Services Provider
Communications & Data Services The Evolution of Communications Cathy Avgiris EVP/GM May 10, 2012.
Changes in the Markets Changes in the Technologies therefore Changes in the Publishing Industry New Business Models in a rapidly evolving World Robert.
To provide a Marketplace that harnesses the power of the Internet to serve local residents and businesses by using technologies that assist consumers.
MARKETING THAT WORKS David Camp SVP Business Development.
YELLOWPAGES.COM. Privileged and Confidential2 (New Results Page) Where consumers go on the Web when they “need something” local… Need something? sm.
Getting personal with 5 million members Ignition One Client Summit Amsterdam, June 2015.
SOCIAL MEDIA FOR BUSINESS reqSmart. Some Facts about Social Media - I Years to reach 50 million users. Radio – 38 years Television – 13 years Internet.
© Center for CIO Leadership  The Changing Role of the Public and Private Sector CIO in Creating Connections that Count Harvey Koeppel, Executive.
Regardless of what you are marketing today the internet has opened up a whole new world of opportunity. But the way people now access the internet has.
2 StupidVideos Overview  The site serves a stable core audience of ~1.5MM visitors a month, who watch more than 8 videos per session. We deliver more.
AN INVITATION TO LEAD: United Way Partnerships Discussion of a New Way to Work Together. October 2012.
Ron Cariker President - 7 Media Group text 7MG to 55678
BT Transformation Working with the CWU. Defend Traditional Calls decline - 5 main factors Dial IP - Market declines, driven by Broadband Price - Market.
1© Nokia Siemens Networks 2011 To change the document information in the footer, press [Alt + F8] and use the „Nokia_Siemens_Networks_–_Change_Document_Information“
Module 3: Business Information Systems Chapter 8: Electronic and Mobile Commerce.
Display Advertising, MSN Presentation to [Client Name] [Month Date, Year]
YellowPages.com Charles Stubbs September 29, 2005.
Creating a New Age of Video Entertainment Telecom at NAB April 15, 2008.
Marketing Agencies eMarketingBoost. eMarketingBoost can help you…  Create, manage, and measure digital campaigns  Engage your audience with both inbound.
October 10-13, 2006 San Diego Convention Center, San Diego California SIP Isn’t Just for Voice Anymore Delivering Applications and Services.
VS. CONSULTANTS: Jack Chang Maria Dimoka Matthieu Guibourge Hiroo Oda
Mobile – Internet &Business Applications Presentation by Mr Birendra singh on AKWL-IIA joint venture program.
San Diego Futures Foundation Presenting the DiverseCity Tech Program for Young Entrepreneurs October 2010.
Platform for Change Platform for Breakthroughs. Why breakthroughs? More and more: only apps being bought/ funded Why change? Improved results only come.
Online Video - State of the Nation 1 Nick Bolton Media and Entertainment Sector Manager, Viocorp Amy Weinberger Vice President ANZ, comScore.
Group 3 Marie Nikki R. Martinez M997Z208 Marko Marinic M997Z206 Anja Grgic M997Z205.
CONFIDENTIAL SPE Service Opportunities Draft 4. page 1 Traditional Studio Content and Distribution Businesses are Fragmenting Studio User Generated Games.
Leo C. O’Neill President Standard & Poor’s May 19, 2000 Media & Entertainment Analysts of New York The McGraw-Hill Companies.
Digital TV Interactive TV T-Commerce Convergence of Internet, Broadband, and Television Technology DEFINITIONS.
Align Business and Information Technology – with SOA Pradeep Nair Director – Software Group (IBM India/SA)
Confidential Challenges of Internet Streaming Sloan Media Tech February 8, 2001.
We are India's leading directional media marketing company enabling business discovery. Pioneers in discovery of platforms across B2B,B2C & C2C search,
Trent Hemann Bunde Walker James Yost.  Industry involvement ◦ Internet Industry  Search Engine  Online Advertising ◦ Software Industry ◦ Electronic.
CONFIDENTIAL SPE Service Opportunities Draft. page 1 Traditional Studio Content and Distribution Businesses are Fragmenting Studio User Generated Games.
NA Sales Training 2007 The Digital Marketing Space.
Video on Demand (VOD) Market by Solution (Pay TV, OTT, IPTV), by Delivery (TVOD, SVOD, NVOD), by Application (Entertainment, Education and Training, Video.
Global Digital Advertisement Market with Focus on Online Classifieds ( ) Tel:
CONFIDENTIAL SPE Service Opportunities Draft. page 1 Traditional Studio Content and Distribution Businesses are Fragmenting Studio User Generated Games.
PORTAL OF OPPORTUNITY. A CONTENT (R)EVOLUTION Information + Browsing 1990s Distribution + Content Communication + Searching Networking.
The shortcut to e-commerce For Microsoft Dynamics GP Giuseppe Ianni
Surviving the Portal Wars: Go2Net.com
Owning your Sitecore Experience
Get The Job Done.
Audience Ads Greece.
RED TEAM.
Presentation transcript:

TeleSoft Partners Fifth Annual Limited Partner Meeting Doug Garland Vice President & General Manager Access & Distribution October 25, 2002

2 Presentation Outline Yahoo! Background Broadband Market Users Want Applications Not Pipes Premium Services SBC Relationship Future Strategy

3 Yahoo! Background

4 The Power of Yahoo! #1 Internet brand in the U.S. #1 global Internet destination 20 verticals in the top three

5 Past Strategy Get big fast… by providing a broad set of Web services to attract the largest possible audience…

6 What’s Different? Access agnosticAccess & subscriber relationships Aggregator of contentOWN & aggregate content Everything for freeFor pay and free One of manyPartner of choice Order takers Solutions and relationships YESTERDAY TODAY

7 What’s Different? YESTERDAY TODAY

8 Today’s Strategy Build a diversified global business by focusing our efforts and leveraging our core strengths to provide deeper, more valuable solutions for our consumers & business partners

9 High-Performance Organization – New Business Structure SBC Yahoo! DSL SBC Yahoo! Dial Mobile/Voice Services Access Search & Directory Autos Careers Real Estate Listings Shopping Warehouse Travel Auctions Commerce Mail Messenger Communities Photos/BC Personals Small Biz Commun- ications Finance Entertainment News Sports Media & Information Portal Solutions Broadcast Solutions Enterprise Solutions Technology Marketing Sales Product Development

10 Financial Results Q Revenues of $249 million - 50 Percent Year over Year Growth 2002 Revenues are expected to be between $930 and $955 million for the full year Revenues are expected to be between $1.075 and $1.175 billion for the full year 2003

11 Quarterly Revenue Trends $166 $189 $193 $226 Five quarters of revenue growth $ in millions $249

12 Revenue Mix Revenue is becoming increasingly balanced: Fees, Listings and Transactions now comprise 41% of revenue as opposed to 27% a year ago Marketing Services Fees & Listings Transactions Q3 ’02 Revenue Mix Q3 ’01 Revenue Mix

13 Deeper Consumer Relationships Yahoo! Consumers 200MM+ Search News Entertainment Active Registered Consumers 93MM+ My Yahoo! Mail & Messenger Games Direct Billing Relationship 1.5MM Today 10MM+ Goal Access Personals Real Time Quotes

14 Access Is Key to Revenue Diversification Clear goal to diversify beyond marketing services and establish direct billing relationships with users Access partnerships form the foundation of our paid subscriber base Once engaged with users via access partnership, we believe we are will positioned to upsell additional premium services.

15 Broadband Market

16 The Broadband Opportunity Yahoo! positioned to take share –Growing market –Brand strength, trust –Enables acceleration in the growth of our subscriber base

17 Market Share Data Yankee Group, September 2002

18 Forrester Research, October 2002

19

20 NOT Users Want Applications NOT Pipes

21 Strength of Yahoo! in a Segmented Market Extremely flexible platform to unique service on a per user basis Broad-reaching brand with appeal across all segments Sufficient scale to aggregate the content library necessary to serve all segments

22

23 Crossing the Broadband Chasm Early adopters have adopted For the mass market: –Speed is not enough –Always on is not enough Broadband providers need applications that will be meaningful and relevant to an increasingly segmented market

24 Creating the Need... Forrester Research, October 2002

25 Creating the Need...

26 Premium Content and Applications Are Key

27 Lisa Hooks, President of AOL Broadband: “we will be a channel…” –NY Times DOUG: See article...

28 Premium Services

29 Premium Services Today Jupiter Media Metrix, Yahoo! analysis

30 Premium Services Tomorrow Source: Jupiter Media Metrix, Yahoo! analysis CAGR: 48% $2.2B $3.4B $5.0B $7.1B Yahoo: Choice of format for data Yahoo: Choice of format for data

31

32 SBC Relationship

MM DSL and dial Internet customers Top 5 ISP Serves 90% of U.S. Leader in reliability, performance and customer satisfaction 200 MM+ unique monthly users, 93 MM+ active registered members #1 global Internet destination, ahead of AOL and MSN Leader in innovation, Internet products and services 1 # DSL Internet provider 1 # Internet destination

34 A Landmark Alliance The Yahoo! & SBC alliance –Broad-based Dial, DSL, Small Business, Yellow Pages and more to come –Huge SBC coverage area and large user base 13 states for DSL, national for Dial –Shared revenue model SBC shares monthly access fees with Yahoo! Yahoo! shares premium service and marketing revenue with SBC

35

36 Joint Marketing Samples? Launch (Monster) Dial Frustration / Career (Super) Speed Splash Page

37 New business model: Yahoo! and SBC change the rules of the game AOLMSNYahoo! & SBC Preferred Broadband Platforms CableCable & DSLDSL StructureVertical integration of distribution and content Wholesale relationships with access providers Partnerships with access providers Retail Environment“House brand” or TW Cable, “open access” elsewhere Buy exclusivity or compete as “open access” provider Exclusive at retail MarketingSolo efforts Combined efforts Advanced featuresSolo efforts Joint development and marketing

38 The Value Yahoo! Delivers Yahoo!: Uniquely Valuable Partner for SBC –Independent player with the most compelling user experience –Online marketing powerhouse –Yahoo! meets key challenges Cost of customer acquisition, churn, lack of upside and cost of programming SBC “Goes Exclusive” with Yahoo! for Retail Customers

39 Future Strategy

40 Mobile & Voice Services Demand for integration for wireless and voice into broadband Application development stunted in early WAP implementations due to lack of viable business model Mobile experience not distinct from PC experience – rather an extension of one’s online life –Preferences and user profile accessed via mobile devices Yahoo! investment in Zed

41 Our Access Strategy Going Forward Drive subscribers on broadband and narrowband Offer a differentiated, uniquely personalizable product Drive direct financial relationships with consumers DOUG... Mobile tie-in????

42