Fall 2012: TV has Changed Forever

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TVGuide.com Consumer Research

Fall 2012: TV has Changed Forever October 17, 2012

@christytanner EVP & GM, TVGuide.com & TV Guide Mobile


It’s a great time to be in the TV business, because TV is better than ever

But it’s also a weird time to be in TV, because it’s changing really fast

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How are monumental shifts in viewer behavior fundamentally altering the TV ecosystem?

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On demand and streaming are increasingly driving discovery

89% find new shows AFTER episodes or seasons air

Source: TV Guide TV Team Survey; June 2012; 2,696 respondents

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42% are watching MORE streaming content this year vs. last year‌

Source: TVGuide.com Fall 2012 TV User Survey, October 2012; 2,306 Participants New Girl photo: credit Patrick McElhenney/FOX

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…and 30% are watching more paid video than they did last year 60%

55%

2011 2012 50%

46% 40% 40%

36%

34% 31% 30%

27% 21%

20%

10% 10%

7%

0%

Sources: TVGuide.com Fall 2011 TV User Survey, October 2011; 5,897 Participants, TVGuide.com Fall 2012 TV User Survey, October 2012; 2,306 Participants

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Why are viewers watching more streaming and on demand?

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73%

to catch up on missed episodes

56%

to catch up on shows discovered mid-season or between seasons

10%

cancelled cable

8%

cut back on cable

Source: TVGuide.com Fall 2012 TV User Survey, October 2012; 2,306 Participants

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How are mobile devices driving the shift in habits?

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68% are watching 1-5 hours of video per week on mobile devices

Source: TV Guide TV Team Survey; June 2012; 2,696 respondents

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Mobile users pay for 10% of content watched on their devices

Source: TVGuide.com Fall 2012 TV User Survey, October 2012; 2,306 Participants

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What’s the most interesting device-driven change in viewer habits?

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Two people, same room: Different devices, different shows

47% have co-viewed with a companion at home

Source: TV Guide TV Team Survey; June 2012; 2,696 respondents

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How are TVGuide.com and TV Guide Mobile meeting changing consumer needs?

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We are using TV Guide’s social data* to drive discovery and tune-in

*User check-ins power our real time New Tonight Trending list

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We are creating unique, social content to drive discovery

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We are integrating full episodes online and in mobile to drive sampling

#1

Most-watched returning show

#1

Source: Omniture

Most-watched new show

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We are making TV simple again with personalized, one-stop Watchlists*

*TV Guide Digital’s Watchlist was a recipient of a 2011 AdAge Media Vanguard Award

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Watchlist organizes all the ways to watch your shows, teams, actors & movies

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Valuable data: Top new Watchlist shows last fall predicted 8 of 10 season pickups

Source: TVGuide.com Internal Reporting

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This year: The jury is still out, but most top new Watchlist shows are doing well

Source: TVGuide.com Internal Reporting

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Case study: NBC ran a Watchlist campaign on TVGuide.com and Mobile

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Revolution moved from #4 to #1 on TV Guide’s Watchlist Aug. 9 Revolution was #4 on TV Guide’s Watchlist

Sept. 3 Ad campaign starts

Sept. 12 Revolution is #1 on TV Guide’s Watchlist

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On Sept 17, Revolution became the

#1

drama premiere since 2009

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What is the opportunity for Social TV?

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Social data is key to discovery & tune-in – the key drivers of the TV ecosystem

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Actionable, high-quality social data is extremely valuable

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Thank you.

@christytanner EVP & GM, TVGuide.com & TV Guide Mobile


APPENDIX: How are 2012’s top Watchlist shows faring so far?

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#1 Highest rated drama premiere since 2009; highest rated NBC drama premiere since 2007

30 Source: Nielsen Prime Broadcast Network Television Ratings , Sept. 18, 2012


#2

Second highest rated drama premiere of 2012-13

31 Source: Nielsen Prime Broadcast Network Television Ratings , Sept. 28, 2012


#3 Showing strong Live +7 numbers

32 Source: Nielsen Prime Broadcast Network Television Ratings, Oct. 1, 2012


#4 The CW's most watched series premiere since The Vampire Diaries’ debut in 2009

33 Source: Nielsen Prime Broadcast Network Television Ratings , Oct. 11, 2012


#5

NBC’s best sitcom premiere since My Name Is Earl in 2005

34 Source: Nielsen Prime Broadcast Network Television Ratings , Aug . 9, 2012


#6 Showing strong Live +7 numbers

35 Source: Nielsen Prime Broadcast Network Television Ratings , Sept. 28, 2012


#7 Total audience was CBS' highest rated premiere in 10 years

36 Source: Nielsen Prime Broadcast Network Television Ratings , Sept. 26, 2012


#8 Debuted 21% lower than previous timeslot occupant, Law & Order: SVU

37 Source: Nielsen Prime Broadcast Network Television Ratings , Oct. 11, 2012


#9 Premiere episode won its timeslot; third highest rated drama premiere of 2012-13

38 Source: Nielsen Prime Broadcast Network Television Ratings , Oct. 11, 2012


#10 Debut ratings matched The Secret Circle's premiere in same slot last year; only show to air opposite VP Debate 39 Source: Nielsen Prime Broadcast Network Television Ratings , Oct. 12, 2012


#11 Premiered at #1 in its timeslot

40 Source: Nielsen Prime Broadcast Network Television Ratings , Sept. 12, 2012


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