1. Second Screen & Other Emerging Platforms Jonathan Carrigan Director, Product Development September 27, 2012 1

2. Digital Explosion 2

3. Gartner Hype Cycle 3 Source: http://www.gartner.com/technology/research/methodologies/hype-cycle.jsp

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6. 6 Mobile OTT Second Screen Connected Car

7. Mobile 7

8. 8 Penetration of Smartphones Anglophones 18+ % Source: MTM, Media Technology Adoption: Spring 2012 Update. June 2012

9. - Ipsos, August 2012 9 “Smartphones are the backbone of our daily media interactions. They have the highest number of user interactions per day and serve as the most common starting point for activities across multiple screens.” Source: Ipsos/Google. The New Multi-screen World: Understanding Cross-platform Consumer Behavior. August 2012

10. 10 Penetration of Tablets Anglophones 18+ % Source: MTM, Media Technology Adoption: Spring 2012 Update. June 2012

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12. Second Screen 12

13. What is Second Screen? 13

14. Why Are People Excited? 14 Source: http://www.yadvertisingblog.com/blog/2011/01/19/infographic-mobile-activities-while-watching-tv/

15. 15 “The phrase couch potato might better be couch octopus.” - eMarketer, March 2012 Source: eMarketer, Time Spent with Media: Consumer Behavior in the Age of Multitasking. March 2012

16. Eating, Browsing, Texting Are Most Popular Activities 16 Source: eMarketer, Time Spent with Media: Consumer Behavior in the Age of Multitasking. March 2012

17. 17 Source: http://www.broadbandtvnews.com/2012/08/21/deloitte-second-screen-friend-or-foe/ “Browsing the web whilst watching television… might simply represent the swapping of an analogue distraction for a digital one…. a substitute for reading newspapers and magazines, or looking through catalogues.” -Paul Lee, director of technology, media and telecommunications research at Deloitte

18. Few Canadians Engage Curated Experiences While Watching TV 18 Access related content while watching <5% Engage with curated experiences while watching 18% 46% Access TV related content online Source: MTM, Second Screen: The Return of Interactive TV. August 2012

19. What we don’t know… ROI? It’s unclear if offering a curated second screen experience: – Contributes to audience growth? – Makes viewers more loyal? – Increases incremental revenue? – Is what people want? 19 Competitive Advantage? Whether curated second screen experiences offer a competitive advantage is unknown. The future of second screen integration is very difficult to predict.

20. Template Solutions Offer an Alternative to Custom 20 See: http://uk.zeebox.com/uk/tv/home

21. Over The Top Devices 21

22. Why it’s exciting Nearly a fifth of Canadians have connected their TV set to the Internet 1 BUT just 5% are downloading apps. 2 The growth of Netflix is the main reason for the growth of Internet- connected TV. 1 22 1.MTM, Media Technology Adoption – Spring 2012 Update English-language Market 2.Strategic & Competitive Analysis (SCA), Distribution & Platform 1 Business Intelligence and Analysis # 1. June 1, 2012– July 18, 2012 Access Internet on a TV* Anglophones 18+ %

23. Game Consoles #1 for Connecting TVs to the Net 23 Devices Used to Access the Internet on TV set Source: MTM, Game Consoles Are Not Just For Gaming Anymore. September 2012.

24. Connected Cars 24

25. Why do we care? 25

26. Three Connectivity Methods 26 Source: GSMA. 2025 Every Car Connected: Forecasting the Growth and Opportunity. February 2012. Tethered solutions - The driver must use their phone as a modem (via wired, Bluetooth or WiFi) to enable connectivity. Integrated solutions - Smartphone Apps are integrated into the car to enable the driver to safely access features and services. Embedded solutions - All of the connectivity and intelligence is built into the car.

27. Key Considerations What connectivity method will win? Will additional payment be required? What standards will be established? How quickly will the space evolve? 27

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