Streaming Media Devices in the Video Ecosystem PARKS ASSOCIATES

Streaming Media Devices in the Video Ecosystem PARKS ASSOCIATES 1

Streaming Media Devices in the Video Ecosystem MODERATOR Barbara Kraus, Director of Research, Parks Associates Michael Clegg SVP and GM of Service Provider Business NETGEAR Elad Nafshi VP Video Product Management Comcast Doug Craig VP Programming Roku Michael Paull VP of Digital Video Amazon Jim Denney Vice President, General Manager, Product Marketing TiVo, Inc. GW Shaw Vice President, U-verse and Video Products AT&T.com sales@parksassociates.com @CONN_Summit #CONNSummit15 PARKS ASSOCIATES 2

Two-thirds of U.S. broadband households now have at least one connected CE device. % Specifying Connecting to the Internet U.S. Households with Internet- Connected CE (2010-2014) Percentage of U.S. BB HHs owning a connected smart TV, connected Blu-ray player, connected game console, connected STB and/or a digital media receiver that is/are connected to the Internet 70% 60% 50% 40% 30% 20% 10% 0% 29% Q4 2010 (n=2,500, ±1.96%) 43% Q4 2011 (n=2,000, ±2.19%) 55% Q4 2012 (n=2,500, ±1.96%) 61% Q3 2013 (n=3,000, ±1.79%) 64% Q4 2014* (n=10,000, ±0.98%) CDP HI 2010 CDP HI 2011 2012 November study 2013 July study 2014 Q4 survey * Note: Google Chromecast Dongle was included to Q4 2014 results. Source: Multiple Surveys: American Broadband Households and Their Technologies Parks Associates.com sales@parksassociates.com @CONN_Summit #CONNSummit15 PARKS ASSOCIATES 3

Streaming media device sales continue to grow. In 2013, 10% of BB HHs purchased a streaming media device; a similar percentage purchased a streaming media device during the first 10 months of 2014. 80% Home Entertainment Products Purchased in the Year (2008-2014) Among All BB HHs 2007 (N=2,500, ±1.96%) 2008 (N=5,353, ±1.34%) 2009 (N=12,206, ±0.89%) 2010 (N=10,000, ±0.98%) 2011 (N=10,000, ±0.98%) 2012 (N=10,000, ±0.98%) 60% 2013 (N=10,000, ±0.98%) Q3/2014* (N=10,000, ±0.98%) % of BB HHs Purchasing 40% 20% 30% 33% 31% 35% 33% 33% 28% 20% 7% 5% 9% 12% 13% 14% 12% 8% 31% 22% 19% 21% 21% 18% 18% 15% 10% 9% 11% 11% 11% 11% 9% 9% 2% 2% 3% 5% 7% 10% 10% 24% 21% 19% 17% 15% 11% 9% 0% Flat panel TV Blu-ray player Gaming console DVR Streaming media device MP3 Player "Note: The percentage for Q3/2014 is a 10-month purchase rate made from January 2014 to October 2014, while other purchase rates are for 12-month purchase rates. Source: Multiple Surveys: American Broadband Households and Their Technologies N=10,000, ±0.98% 2014 Parks Associates.com sales@parksassociates.com @CONN_Summit #CONNSummit15 PARKS ASSOCIATES 4

SPEAKER Michael Clegg SVP and GM of Service Provider Business NETGEAR @NETGEAR PARKS ASSOCIATES 6

: Connectivity at the Core Retail Service Provider www.netgear.com NASDAQ:: NTGR #1 WW Mkt Share -Routers & Gateways -WiFi extenders -Switches for SMB A/VDSL Michael Clegg SVP / GM, SPBU 9+ Years @ NTGR Switching Storage Wireless SMB / Commercial Smart Home

SPEAKER Doug Craig VP Programming Roku @RokuPlayer PARKS ASSOCIATES 8

SPEAKER Jim Denney Vice President, General Manager, Product Marketing TiVo, Inc. @tivo PARKS ASSOCIATES 10

TiVo Overview 5M+ subscriptions worldwide and growing Solutions for both in Retail and Pay TV markets Includes TiVo and Digitalsmiths content discovery technologies ~$400MM revenue Strong focus on multi-content source discovery and management across platforms Recently launched TiVo OTA, a $49 device with $15/month DVR service fee Customizable, advanced UI Interactive applications Mobile & Tablets Multi-source content Personalization TiVo Inc. 11

SPEAKER Elad Nafshi VP Video Product Management Comcast @Comcast PARKS ASSOCIATES 12

Comcast Xfinity Product Overview #1 Television Provider #1 Set-top Box On Demand Provider #1 Broadband Provider 22.4M Xfinity TV customers Serving customers in 39 states Nearly 3 billion hours viewed each year(!) 21.6M broadband subs With the X1 Entertainment Operating System, Comcast is transcending traditional TV to deliver an immersive and personalized entertainment experience across all devices: Cloud technology enables X1 customers to live stream virtually their entire channel line-up on computers and mobile devices in the home; as well as offers added flexibility to view DVR recordings on devices in- or out-of-home Xfinity On Demand: 55K choices on TV; 21K on Xfinity TV Go app; 466K+ on Xfinity TV Go online ~70 live streaming channels on Xfinity TV Go Over 90% of XFINITY Internet Subscribers use WiFi in their home 10.9 Million Wireless Gateways Deployed Xfinity users have more than tripled since last year; Comcast customers now transmit over 10 petabytes of data through Comcast s Wi-Fi hotspots each month; Over 80% of traffic carried through mobile devices Comcast Proprietary and Confidential

SPEAKER Michael Paull VP of Digital Video Amazon @Amazon PARKS ASSOCIATES 14

Michael Paull, Vice President, Amazon Digital Video

SPEAKER GW Shaw Vice President, U-verse and Video Products AT&T @ATT PARKS ASSOCIATES 16

GW Shaw, VP of U-verse and Video Products

THANK YOU FOR MORE INFORMATION: Barbara Kraus Director of Research barbara.kraus@parksassociates.com @ParksAssociates PARKS ASSOCIATES