Sanoma Oyj · OMXHEX:SANOMA
Sanoma Oyj — Investor Day (June 2012)
19 slides from Sanoma Oyj's investor day presentation, Jun 14, 2012
Slide 1: TV is essential medium in consumer media
TV is essential medium in consumer media Capital Markets Day 2012 Anu Nissinen CEO Sanoma Media Finland
Slide 2: TV – essential medium in consumer media
TV – essential medium in consumer media • TV plays a big role in people’s daily life – it is a companion, entertainer and informer • TV creates topics and phenomena, but also builds national identity and culture • TV is taking strong position in digital media consumption • For advertisers TV offers
Slide 3: TV viewing stays strong
TV viewing stays strong Average daily viewing time per individual in Europe 250 min/day 222 227 228 212 213 215 215 216 215 217 194 196 200 199 203 203 191 200 150 100 50 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Average daily viewing time Average daily v
Slide 4: TV growing fast in online channels
TV growing fast in online channels Long-form videos attract more and more viewers US Finland The Netherlands • 180 million unique online viewers • Monthly online video starts • 25% watch online-TV program at • Online video viewing time 42 constantly increasing year-on-year least once a month min/day
Slide 5: Technological development fuels growth
Technological development fuels growth The last 5 years Online video for PC, Tablet & mobile video, Internet connected TV, TV apps etc. The last 10 years DVD DVR The first 50 years Broadcast TV Cable & Satellite TV VCR Copyright © Sanoma Media | Anu Nissinen 14 June 2012 5
Slide 6: The power of TV
The power of TV TV advertising works All TV ads are response ads • Not just about messages and • However, television and online is a awareness but about creating great match in generating response emotional associations, telling • In the UK stories and influencing the way we – 94% had gone online as
Slide 7: Social TV and second screen give new opportunities
Social TV and second screen give new opportunities • In-depth engagement with viewers • Cooperation through sponsorships • Positive buzz and strong impact on brand value • New information for TV ad planning and purchasing In the U.K. 80% of tablet owners said they used their device while watching
Slide 8: Sanoma's TV operations
Sanoma’s TV operations Net sales pro forma 2011 approx. EUR 400 million Finland – 8 channels (FTA & pay-TV) Market position: #2 commercial Market share - SoCV*: 34.8% - SoA: 34.2% Main competitors: MTV/Bonnier, public broadcaster Netherlands – 3 channels (FTA) Market position: #2 commercial Market s
Slide 9: Case SBS Netherlands
Case SBS Netherlands Fundamentals are valid • Strategic fundamentals behind • SBS financial estimates for 2012 Sanoma’s acquisition of SBS are valid (SBS TV + TV magazines) – Free-to-air (FTA) TV continues to be a – Net sales estimated to be slightly strong and sustainable form of media below last y
Slide 10: Market positions to be strengthened
Market positions to be strengthened Driven by focus, innovation, experience and exchange of know-how Netherlands Netherlands Netherlands (average of the period) (1-5/2012 actuals) • Improvement proceeding according to 40% 25% plan 30% 20% 15% – Viewing share stabilized at just above 20% 20% 10% – Q1
Slide 11: Strong and solid track record in Finland
Strong and solid track record in Finland Market position strengthened in increasing competitive environment • Committed management and National viewing shares (10+) 50% challenger attitude in the whole 44.4% 40% organization 30% 29.9% • Customer needs prioritized 20% 15.1% – Well defined channel/bra
Slide 12: Case Nelonen Media
Case Nelonen Media From one TV channel to multimedia house 2012 – Three radio channels acquired 2011 – Five Pay TV channels, Ruutu iPhone and iPad app 2009 – Life-style channel Liv and online-TV ruutu.fi 2007 – Jim, Urheilukanava/Nelonen Sport, Radio Rock and Radio Aalto 2000 – Nelonen has constantl
Slide 13: From FTA to multi-channel & cross-media
From FTA to multi-channel & cross-media • Sanoma has a unique opportunity to build multimedia entertainment brands • Domestic and locally produced content is increasing its popularity Copyright © Sanoma Media | Anu Nissinen 14 June 2012 13
Slide 14: Case Voice of Finland
Case Voice of Finland Impressive reach through multi-channel and cross-media approach Live viewers Re-run Ruutu.fi Website visits Facebook fans Nelonen Nelonen Video starts in the final week 792,000 101,000 493,000 95,000 32,200 Source: VOF final week figures - Finnpanel, nelonen.fi/admin, Google An
Slide 15: Case Ruutu.fi
Case Ruutu.fi New dimension in our Finnish success story Ruutu.fi • Catch-up television service available on Ruutu iPad several online channels, also throughout has over Sanoma’s websites 150,000 downloads • Reaches on average 700,000 Finns weekly on average • Accounted for 34% of Finnish broadcaste
Slide 16: Online-TV will activate TV viewers
Online-TV will activate TV viewers • In Finland Ruutu.fi going beyond Engagement with the show and additional content & information catch-up – paid content will be launched in autumn 2012 • In the Netherlands SBS will launch Full Media Format concept as well as 2nd screen applications New consumer r
Slide 17: TV is in central position in consumer media – now and in the future!
TV is in central position in consumer media – now and in the future! Copyright © Sanoma Media | Anu Nissinen 14 June 2012 17
Slide 18: Copyright © Sanoma Media | Anu Nissinen 14 June 2012
Copyright © Sanoma Media | Anu Nissinen 14 June 2012 18
Slide 19: Important notice
Important notice The information above contains, or may be deemed to contain, forward-looking statements. These statements relate to future events or future financial performance, including, but not limited to, expectations regarding market growth and development as well growth and profitability of