Global TV trends: Who is watching and what are they watching? Frédéric Vaulpré Eurodata TV Worldwide Vice-President. Stockholm Tuesday, November 13th

Global TV trends: Who is watching and what are they watching? Stockholm Tuesday, November 13th Frédéric Vaulpré Eurodata TV Worldwide Vice-President

Eurodata TV Worldwide, your international partner Worldwide Content and Audience Insights Global knowledge Content Insight Personalised reporting Certified Ratings & Broadcast Logs Audience Drivers Consumption Patterns & New Behaviours Content Evaluation

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Summary 1. The strategic challenges 2. TV consumption and New Usage: Who and How? 3. International Content Trends: What are they watching?

1 Overview of the strategic challenges of today s media companies White Paper

An increase of the investments in content Examples of high-standard fiction Global Investment per year $2.5B $5B $8B $13B in content

Market and Usage Users want all, everywhere, every time AT AW AD Anytime Anywhere Any Device

Market and Usage Users want all, everywhere, every time, in one tool! AT AW OP Anytime Anywhere One platform

2 TV consumption: New Usage and Young Adults

The global average daily TV time is stable in Western Europe TOTAL INDIVIDUALS 1st Half 2018 vs. 2017 3h46-2mn Based on total individuals and young adults total day. Computed on France, Germany, Italy Spain, UK. Guests and time-shifted included when included in national audience currency. Scope period: January to June 2018. Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

The global average daily TV time hides disparities TOTAL INDIVIDUALS 1st Half 2018 4h23 3h50 3h44 3h44 3h16 2h18 Vs 1st Half 2017 +12mn -3mn -2mn -3mn -10mn -9mn Based on the total individuals total day. Guests and time-shifted included when included in national audience currency Scope period: January to June 2018. Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

The global average daily TV time hides disparities YOUNG ADULTS 1st Half 2018 2h27 1h41 1h42 2h02 1h30 0h38 Vs 1st Half 2017 +5mn -10mn -7mn -12mn -11mn -6mn Based on the total individuals total day. Guests and time-shifted included when included in national audience currency Scope period: January to June 2018. Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

TV consumption in Europe remains high 1st Half 2018 3h46 4h07 2h40 TOTAL INDIVIDUALS Vs 1st Half 2017-2mn -12mn +15mn 1st Half 2018 1h50 1h43 2h29 YOUNG ADULTS Vs 1st Half 2017-7mn -14mn +14mn Based on total individuals and young adults total day. Computed on France, Germany, Italy Spain, UK. Guests and time-shifted included when included in national audience currency. Scope period: January to June 2018 for all countries except for India (18 th of February to 17 th of June 2018). Averages are weighted with the country s TV universe for total individuals. Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

Volume of time-shifted increases on all age groups 3:30 Total Individuals 1:00 3:00 2:30 Young Adults 0:50 0:40 Viewing time decrease explained by consumption decline 2:00 1:30 1:00 0:30 0:30 0:20 0:10 continue to grow and is equally consumed by Total Indivdual and Young Adults 0:00 2012 2013 2014 2015 2016 2017 2018 0:00 A mainstream usage Total Individuals - Total Individuals - Young Adults - Young Adults - Scope period: Average of first 6 months of every year Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

Average time shifted age shows that it is now not limited to Young Adults A mainstream usage Average age of time-shifted (vs live ) 45 y.o. (vs 53 y.o.) 47 y.o. (vs 52 y.o.) 48 y.o. (vs 55 y.o.) Scope period: 01/12/2017 31/05/2018 // Total Day Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

In Europe & the USA, the proportion of time-shifted has doubled in 7 years Share of time-shifted in global audience 25% 21,5% 20% 15% 10% 11,9% 12,7% 12,2% 5,7% TOTAL INDIVIDUALS YOUNG ADULTS 5% 3,1% 1,5% 0,9% 2,5% 1,5% 0% 2011 2012 2013 2014 2015 2016 2017 2018 Based on the total individuals total day. Guests and time-shifted included when included in national audience currency Scope period: Average of first 6 months of every year Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

An increasing combined usage for TF1 group viewers Total reach amongyoung Adults = watch ONLY on a TV set + + watch on BOTH TV and online + watch ONLY on online screens % of viewers using online screens 85% 61,9% 20,5% 2,4% 22.9% 82% 67,9% 11,4% 2,3% 13.7% 81% 66,0% 12,8% 2,3% 15.1% Scope period:01/01/2018 30/04/2018. Young Adults definition is Individuals 15-34. Based on Monthly reach of main French channel groups. TF1 group includes: TF1, TFX, TMC and LCI / France Television group includes: France 2, France 3, France 4, France 5, France O and Franceinfo M6 group includes: M6, W9 and 6ter Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

The online screens consumption are concentrated on time-shifted Screen use among TS Online Screen 72% of the total vs. 6% on TV 28% 30% 42% 28% Screen use among LIVE 16% 16% of the total 68% vs. 94% on TV Scope period: 01/12/2017 31/05/2018 Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved

The Good Doctor: how new usage and young adults meet in success! The Good Doctor 28 Aug. New usage Young adults International THE GOOD DOCTOR 1 August 2018 Best programme Best programme in Rat# ranked on consolidated TV. 2018 22% of new usage on total individuals 29% 15-34 47% Market share among the target International: Share of 1 st run in each country vs channel averages for: Australia, Belgium, Canada, Netherlands, Spain, UK, Norway, Poland, South Africa, Italy, USA, Sweden Source: Eurodata TV Worldwide / Relevant Partners - All rights reserved of time-shifted on young adults +65% vs. channel average market share

Several ways of understanding TV audience and several other ones incoming streaming streaming streaming OTT apps OTT apps OTT apps OTT apps Next Challenges! Previews Previews Previews Previews Eurodata TV Worldwide / Relevant partners All rights reserved Total 4-screen

3 Focus on 3 Content Trends

Worldwide TV content & trends NoTa New On The Air A comprehensive online service which monitors all new TV content and original online recurrent programmes (i.e. SVOD, pure players, YouTube ) Identify new international hits & Trends 450+ channels & 130 Online services 45+ territories 10,000 programmes per year Access to: International online database daily updated, Audience performances and international flows, Upcoming content and more! 4 genres (Entertainment, Factual, Fiction and Kids) Sub-genres also available! Find programmes before they have even been launched! Track original online and Youtube content!

Women Empowerment, Politics, & Old is the New Young!

Women speak up! The #metoo effect The Scarlet Letter Reports May 2018 Philharmonia coming UP An Ordinary Woman coming UP Producer: Vice Media Format: 5 x 10 Channel: Facebook Watch United States Producer: Merlin Productions Distributor: Lagardère Studios Distribution Format: 6 x 52 Channel: France 2 France Producer: Look Films Distributor: Cineflix Rights Format: 8 x 50 Channel: TV 3 Russia Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved

Politics confirmed as a recurring theme Bullets coming UP Danke Deutschland July 2018 Bodyguard Aug. 2018 Producers: Lunanime / Nadcon Film / Vertigo Distributor: Sky Vision Format: 10 x 60 Channel: MTV3 Finland Producer: ume GmbH Format: 6 x 25 Channel: ZDF Germany Producer: World Productions Distributor: ITV Studios Global Entertainment Format: 6 x 60 Channel: BBC One United Kingdom x 2 In ind. 14-29 vs. slot / 4 eps. x 2 In ind. 16-34 vs. slot / 5 eps. Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved / Audience boosters estimated on the channel s slot market share (shr%)

Politics confirmed as a recurring theme July 2018 In ind. 16-34 vs. slot / 5 eps. In ind. 14-29 vs. slot / 4 eps. Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved / Audience boosters estimated on the channel s slot market share (shr%)

Character: Old is the New Young Digiclash: Der Generationen-Contest Sept. 2018 April 2018 180 Days The Cool Kids Sept. 2018 Producer: E+U TV Format: 8 x 25 Channel: KiKa Germany +20% In ind. 3-13 vs. slot / 4 eps. Producer: DR Aarhus Distributor: DR Sales Format: 6 x 43 Channel: DR2 Denmark x 2.7 In ind. 15-34 vs. slot / 4 eps. Producers: FX Productions / RCG Productions / 20th Century Fox TV Distributor: Twentieth Century Fox Television Distribution Format: 30 Channel: Fox United States x 2.1 In ind. 18-34 vs. slot / premiere Eurodata TV Worldwide / NoTa / Relevant partners All rights reserved / Audience boosters estimated on the channel s slot market share (shr%)

INSERER VIDEO THE COOL KIDS ou garder 180 DAYS?

Conclusion

Conclusion TV CONSUMPTION time-shifted and online keeps growing especially among young adults AUDIENCE SUCCESS requires to master numerous drivers including relevant content curation & mixing genres Eurodata TV Worldwide / Relevant partners All rights reserved

Conclusion TV CONSUMPTION time-shifted and online keeps growing especially among young adults AUDIENCE SUCCESS requires to master numerous drivers including relevant content curation & mixing genres A need for accountable data USAGE INSIGHT CONTENT INSIGHT Eurodata TV Worldwide / Relevant partners All rights reserved

Thank you! Exclusive for members of Frédéric Vaulpré Eurodata TV Worldwide Vice-President