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Programmed.
Welcome to the
Broadcasting
Revolution.
Investor Roadshow
Q1 2017
Disclaimer
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This presentation, including this disclaimer, shall be governed by and construed in accordance with English law and any claims or disputes, whether contractual or non-contractual, arising out of, or in connection with, this presentation, including this disclaimer, shall be
subject to the exclusive jurisdiction of the English Courts. 2
Introducing
Falcon Media House
and its companies.
Overview
A multi-divisional, global internet broadcast media group.
Capitalising on explosive demand for digital video, streamed “live” and “on-demand” known as the Over-The-Top
(OTT) video streaming market.
• Technology - Innovative patented technology enabling “Intelligent Streaming” on any network to any
device, dramatically reducing bandwidth consumption.
• Distribution - Direct to Consumer (D2C) branded OTT service, to bring unique and exclusive content
to a global audience.
• Content - Specialist media and production company to produce content for own and third party
broadcast distribution.
Three pillars provide a mix of B2B & B2C income streams from licencing, royalty, advertising and subscription.
Established contracts with major international companies including Tata Group, Mobicom and Frontline already
prove technology and roll-out capability.
Clear strategy aimed at rapidly building a innovative global OTT company through organic growth and acquisition.
4
Raising £4 million to accelerate development
of technology, deploy OTT brand and secure
Today, IP video content licencing.
accounts for 70% The team has extensive telecom, digital media and technology
experience and proven track records in the equity capital markets
of consumer internet to;
traffic.
• Bring together the next generation technology to take advantage
of the global growth of broadcast streaming.
By 2020 it is predicted
• Secure independent content agreements that will bring a portfolio
to grow to 82%, a of independent video offerings to global consumers.
fourfold increase. • Launch and operate the first D2C OTT Sports and Scripted
Estimates Source :
Cisco VNI : The Zettabyte Era, Trends and Analysis July 2016
Shows destination brand for a global audience.
5
FALCON MEDIA HOUSE
operates with over 55 people and offices
in London, New York, Ohio, Zurich and Shenzhen.
Intelligent Streaming Platform that will run the Securing topical content
technology that provides Teevee brand as a Direct for its distribution
channel by entering into
solutions to enable B2B
customers such as network
to Consumer (“D2C”) TV
OTT service based on the license agreements and
Three divisional
& mobile service providers Quiptel Media Platform. producing original
material for new
entities, diversified
to deliver content over-the
top of existing networks. markets. income streams
operated as a
integrated OTT
company.
Software as a Service Subscriber Content Sales &
(SaaS) Monetisation Syndication
Video Content Ingest/ Encode Service Management Network Delivery Device/ Player Users
Q-EPG Tablet
Q-Live Q-Nav
Q-Control STB
Q-Router Internet
PC
QStudio Q-Admin
Q-Streamer Smartphone
Multi Path
Multi Route
Q-Radius
11
The Board believes Teevee can be the “Netflix for Sports”.
Powered by Quiptel. Partnered with Teevee Makers.
A content management business being established to focus on
content acquisition, production and marketing.
13
Landmark deal secured
On Behalf of Falcon Media House, Quiptel has engaged with Tata Communications Ltd
to provide the network infrastructure that will power the global online video platform for
the Teevee service. The service will use the Quiptel Media Platform software and Tata’s
network infrastructure to deliver the next generation online video service. This contract is
for the provision of hardware, network and data centre services across the USA and
TATA COMMUNICATION AT A GLANCE: Europe, with the future intention of expanding the service across Tata’s global network.
The first phase is for a trial deployment in two US data centres, located in Santa Clara
Through our global network, the world’s largest, and New York, followed by further support for a full Teevee service launch in early 2017.
we’re proud to play a major role in the emergence of The number of subscribers is expected to grow rapidly and Tata will add hardware and
this new world. The Tata Communications Global data capacity as required to match the growth throughout the term of the contract. The
Network reaches more than 240 countries and contract is based on an Opex model with hardware costs being amortised over 12
territories, 99.7% of the world’s GDP, millions of months, and the monthly charge rate being adjusted accordingly as further hardware is
businesses, and billions of people. And it includes: added. In addition to providing data centre hosting services, Tata will provide cloud
• One of the largest, most advanced subsea cable based hosting for the OVP service management functions and VOD libraries, with fast
networks, 500,000 km long access and transit throughout Tata’s global network, and video upload and ingest
• A terrestrial fibre network stretching 210,000 km capabilities from live sports events.
• A global Tier-1 IP network with more connections
into more countries than any other carrier
• The world’s only fibre ring around the world
• The only Ethernet ring in the Middle East
• More than 1 million sq. ft. of data centre space in
44 locations worldwide
14
Since its establishment in 1938. The Eastern College Athletic Conference (ECAC) has
emerged as the largest and multi-divisional conference in the nation. The ECAC
sponsors over 30 men and women’s varsity sports while promoting and developing the
leadership and growth of over 110,000 student-athletes. The ECAC is committed to
enhancing the student-athlete experience while maintaining equitable opportunities for
those participants and promoting member institutions.
15
82% of traffic on the global internet will be Video By 2020, Mobile devices will account for 52% of traffic
by 2020 and 40% of installed Flat panel TV will be UHD.
17
Estimates source : Cisco VNI : The Zettabyte Era, Trends and Analysis July 2016
The acceleration of streaming.
Nearly half of US consumers now subscribe to a streaming video service. Of those subscribers, 61% value their
streaming video service among their top three subscription services. Millennials age 14-25 value their streaming
video service subscriptions more than pay TV.
18
57% of Consumers in End-user OTT market OTT TV Highly Nearly 50% 61% of US
broadband the US and spending on estimated to subscribers fragmented of all US consumers
households Europe VOD grow from set to increase market with consumers value their
are OTT abandon video subscriptions US$28 billion from 92 million the top 25 now subscribe video
subscribers. streaming if it will increase in 2015 to in 2014 to TV companies to a streaming streaming
Using is delayed by from US$10 US$62 billion 332 million in North service service among
streaming more than two billion to by 2020 by 2019 America only their top three
video services seconds US$29 billion accounting for subscription
such as Netflix in 2020 57% market services
& Amazon share
Prime Instant
19
Data :
1 & 6 : Ooyala State of Broadcast Industry 2016 report
2 : Accenture, The Future of Broadcast 2015
3 & 4 : rnrmarketresearch
5: Juniper Research
7 & 8: Deloitte 10th Edition Digital Democracy Survey
1. Consumers are embracing streaming,
everywhere.
20
2. The rapid emergence of OTT platforms
• Consumers seek greater flexibility, are fickle and
need immediate satisfaction and ubiquitous access.
21
3. The growth of independent content
• OTT distribution models remove access to content
barriers for consumers. They get what they want.
Three key trends • It’s the music revolution but for Video.
22
Our strategy for growth.
company.
that enhance and
passionate sports growth and capitalise
advance core
fans anywhere on highly positive
propositions
market dynamic
23
FALCON MEDIA HOUSE
A multi-divisional global internet broadcast media group, headquartered in London,
with offices in Shenzhen China, New York and a team of over 55 professionals.
Division Technology. Distribution. Content.
Operating Quiptel Hong Teevee Networks Teevee Media &
Company Kong Ltd Ltd Productions Ltd
Operating
Acquisition, Corporate and Brand
Corporate Activity Acquisition Acquisition Incorporation &
Capital Structure. Content Licensing
24
Use of funds.
Division Major Projects - Use of Proceeds £ ‘000 Timing
Teevee Launch Teevee Sports in USA, across IOS/Android and connected TV 299 Q2’17 onwards
platforms. Implement service operations, subscriber market acquisition sales
teams.
Falcon Media House Optimise acquisitions, hire staff within Teevee, Teevee Makers and Quiptel 589 Q1’17
business units to scale up sales, ad sales and technical operations. onwards
Quiptel Implement Quiptel Media Platform within Teevee, implement hosting & 602 Q1’17
connectivity. Scale up sales team to increase SaaS sales with international onwards
telco/mobile operators.
Teevee Makers Bring under final commercial agreement college league sports rights and chat 50 Q1’17 onwards
show hosts for 2017 season.
25
Experienced board to
execute strategy, drive
performance and build high Highly experienced in A serial entrepreneur Investment banker and
consumer marketing and and experienced
performing teams. a distinguished
executive career of over
executive with a career
spanning the
advisor specialising in
the Telecoms, Media
and Technology markets
20 years in the telecommunications, for over 20 years. MD of
telecommunications digital media and TAP Securities, London.
industry launching, financial services
operating and exiting markets.
businesses in multiple
geographies.
26
Richard Baker Gert Rieder William Kennish
Non Executive Board Executive Chairman Non Executive Board
Falcon Board
Technology Delivers superior user experience in terms of faster speeds; higher quality;
better reliability; offers live streaming seamlessly
Distribution
in New York enabling us to get exclusive, niche pieces of content to stand
out in the D2C market
strengths. Cost Effective No burden of paying for delivery – “We are the Uber of OTT”
29
• OTT market is burgeoning, with growth expected to reach US$62 billion by
2020
* [3,290,867] of these Ordinary Shares and [1,531,955] of these Preferred Shares will be held by Lucy Argo, a Quiptel Seller and an immediate family member of Edgar Wallner.
** [2,500,000] of these Ordinary Shares are held by Bird Island Trust, a trust of which Robert Gaines-Cooper is the protector and a beneficiary.
*** Holder of the sole Founder Share and entitles them to appoint three directors.