Roundtable

20 April 2023
SVOD Trends

• SVOD is becoming an essential part of household entertainment due to

changes in viewer consumption habits.

• SVOD is predicted to continue growing due to increasing SVOD

penetration and stacking.

 SVOD Subcriptions Are Skyrocketing in the Western Markets

500 60

375 45
mio

mio
250 30

125 15

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027

12 8

9 6

mio
mio

6 4

3 2

0
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027

Source: Ampere & CME internal estimates

A Similar Trajectory Is Visible in the Czech and Slovak Markets

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027

Source: Ampere & CME internal estimates

Czech & Slovak SVOD Markets: Expected To Grow in Both SVOD
Penetration and SVOD Stacking in Line With Western Markets

5,0
SVOD Stacking
(% of subscriptions per
4,5 SVOD household)

4,0

3,5

3,0

2,5 Forecast for 2027

2,0
Now
1,5
SVOD Penetration
(% of households)
1,0
15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90

Source: Ampere, Altman Solon, CME internal estimate

Local SVOD Players in Western Europe Are Losing the Battle to the
International Streaming Giants

Germany: SVOD Subscription Development France: SVOD Subscription Development

2016 2017 2018 2019 2020 2021 2022 2016 2017 2018 2019 2020 2021 2022

Source: Ampere
Viaplay Found a Way How To Compete Against Global Players

Nordics: SVOD Subscription Development

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027

Source: Ampere, Viaplay company presentation

Attractive Local Nordic Content Is One of the Key Pillars of Success

Viaplay: Development of Originals and Subscription Growth

70 5000

60
4000
50
No. of originals

3000

Subs (mio)
40

30
2000

20
1000
10

2016 2017 2018 2019 2020 2021 2022

No. of originals Subscribers

Source: Ampere, Viaplay company presentation

AND HOW ARE WE DOING?
Source: CME
Jan-20

Feb-20

Mar-20

Apr-20

May-20

Jun-20

Jul-20

Aug-20

Sept-20

Oct-20

Nov-20

Dec-20

Jan-21

Feb-21

Mar-21

Apr-21

May-21

Jun-21

Jul-21

Aug-21

Sept-21
Voyo on its Way to 1 Million Customers

Oct-21

Nov-21

Dec-21

Jan-22
Introduction of first

Feb-22

Mar-22

Apr-22

May-22

Jun-22

Jul-22

Aug-22

Sept-22

Oct-22

Nov-22

Dec-22

Jan-23

Feb-23

Mar-23
500k +
Why Voyo Is and Will Be Successful?

• In line with current viewing habits

• Home of local content

• Heavy investments into original production

• Programming curation expertise

• Established brand

• High volume and wide variety of commissioned projects in the pipeline

Voyo Is Increasing Reach by Serving Changing Viewing Habits

Consumption by media type: total number of viewers [%]

Episode 10 0,66 0,15 0,18 0,01

Episode 9 0,67 0,14 0,18 0,01

Episode 8 0,64 0,18 0,18 0,01

Episode 14 0,68 0,14 0,16 0,01

Episode 13 0,68 0,16 0,16 0,01

Episode 12 0,70 0,14 0,16 0,01

Live TV-TS0-3 Voyo Nova.cz

Without Negative Impact on Performance of our Linear Channels

Nova Group Audience Share (15-54) Markíza Group Audience Share (12-54)

33,5 28,6

32,5

23,7

2022YTD 2023YTD 2022YTD 2023YTD

Voyo Is Already Equivalent to a Strong Linear Channel
February 2023 Audience Shares by Channel (15-54)

Nova

ČT 1

Prima

Voyo

Nova Cinema

ČT 2

Nova Fun

ČT24

Prima Max

ČT Sport
BUT THERE IS A LOT OF HARD WORK BEHIND ALL OF THIS …
We Have Become Strong Creators of Premium Local Content
# of Titles in Production & Development

70

36

18
15

2020 2023 2020 2023

Production Development
9 Voyo Originals Have Already Been Released

PŘÍPAD ROUBAL NÁRODNÍ HÁZENÁ JITŘNÍ ZÁŘE KRÁL ŠUMAVY

September 2021 January 2022 May 2022 October 2022 March 2023

November 2021 March 2022 June 2022 December 2022

ORDINACE
GURU IVETA GUMY SEX O'CLOCK
V RŮŽOVÉ ZAHRADĚ

And Much More To Come

VARIOUS GENRE PROJECTS
ARE CURRENTLY BEING FILMED BY TV NOVA AND VOYO...
...IT PREMIERE EPISODES
MEANS OF SERIES AND MINISERIES...
AND IN HOURS OF NEW FEATURE
TOTAL OVER OR DOCUMENTARY PRODUCTION PROJECTS
PROJECTS
OTHER ARE BEING PREPARED FOR FILMING
...IT MEANS EPISODES OF SERIES
MORE AND MINISERIES...
...WITH THE
TOTAL LENGTH
TV NOVA AND VOYO ARE
HOURS
NEW OWN PRODUCTION
PREPARING FOR THEIR FEATURE AND
VIEWERS IN TOTAL DOCUMENTARY PROJECTS
HAVING EPISODES
AND TOTAL
LENGTH
WE CURRENTLY
HOURS
TOP PRODUCTION
COOPERATE WITH COMPANIES

Voyo Is a Love Brand

Spontaneous Awareness of SVOD Services

56 %
50 %

28 %
17 % 11 % 11 % 6%
30 % 33 %

54 % 53 %

26 %
16 % 10 % 11 %
34 % 34 % 4%

Top of mind All mentioned

Source: 2muse
And With Engaged Viewers

Weekly Active Time Watched per Net Promoter

Customers Active User per Week Score

CZ: 89 % CZ: 13,5 hrs CZ: 55

SK: 82 % SK: 13,0 hrs SK: 52

Period: Week 10, 2023

ESG

A N D W H AT
A B O U T YO U,
D O YO U
CARE?

WHO CARES?
CME CARES!
 CME Cares Strategy

CME CARES WILL ENABLE US TO MAKE AN EVEN GREATER DIFFERENCE

IN THE AREAS THAT REALLY MATTER TO OUR PEOPLE, OUR COMMUNITIES,
OUR BUSINESS PARTNERS, AND TO OUR SHAREHOLDERS. 

1 2 3 4
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Content Leader Sustainable & Communities  Practices 
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Thank you!
Thank you!