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Corporate Update MNCN Apr 2022

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PT Media Nusantara Citra Tbk
Business Update – April 2022
Listed and traded on the Indonesia Stock Exchange | STOCK CODE: MNCN
MNC Digital
THE OPPORTUNITY IN INDONESIA
*Indonesia has 176 million citizens under 40 years old
SOURCE: HOOTSUITE / WE ARE SOCIAL INDONESIA DIGITAL REPORT 2021
2
C
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U N L O C K I NMGN CMD
M
l ITAL MEDIA
ti aI G
gdi D
ADS MARKET IN ABSOLUTE TERMS ($)
MARKET SHARE ALL MEDIA
In millions
CAGR 2020 - 2024
DIRECT SVOD SUBS
In thousands
ONLINE VIDEO REVENUE
1515
In $ mn
1023
26.945
482
340
9.316
492
142
2020
2024
2020
2024
SVOD
AVOD
Source: Media Partners Asia
3
Corporate Update (MNCN)
Free to Air (FTA) TV
Content & Digital Entertainment
Entertainment
Entertainment FTA focusing on family audience
Information and Sports
Largest news TV and provide news programs to the
Group’s 3 entertainment FTA
Non-Digital Rights by FTA
Content & IP
Social Media & Gaming
Talent & Label
Super App & Portals
Content Library
Fresh Production
>300,000
+20,000
Hours
Digital Rights by MNC Digital
Annually
4
4
M
a itae
dd
pe
F TNAC UM
MNCN FTA PERFORMANCE
5
a it ae
dd
pe
F TNAC UM
M
TOP PROGRAM
* = IN-HOUSE PRODUCTION
Source: Nielsen, YTD Dec 2021
6
6
t ei trat a
t aCl E
l inment
M N C D i gMi N
D ni g
MNC Digital Corporate Structure
*53.2 166.2
Billion
views
* Source : MNC Internal Research, Mar 2022
Million
Subs
4.6
Billion
views
60
235.8
Followers
Followers
Million
Million
7
CONTENT & PRODUCTION MARKET SHARE
*All Data Jan-Dec 2021
THE BIGGEST CONTENT
PRODUCER & IP OWNER
MNC Digital
FOR DIGITAL & NON DIGITAL PLATFORM
66,500+
ARTICLES MONTHLY
500-700
DAILY SOCIAL MEDIA UPLOADS
300,000
HRS
DIGITAL CONTENT LIBRARY
#1
#1
DRAMAS
ANIMATIONS
MOVIES
56.5%
10-12
37%
Nationwide Market Share
2950 hours
Content
Nationwide Market Share
330 hours
Content
#1
#1
REALITY PROGRAMS
INFOTAINMENT
48%
787 hours
31%
1508 hours
Nationwide Market Share
Content
Movies Per Year
ORIGINALS
Nationwide Market Share
Content
6
IP LICENSING & NFT MONETIZATION
MNC Digital
TITLE/
FORMAT
IP MONETIZATION
SCRIPT/
CHARACTER
LICENSEE
NFT MONETIZATION
Content library
>300.000 hours
Celebrities/Talents
Content Characters
9
AVOD Superapp - RCTI+
1. Video Streaming
•
•
MNC Digital
•
Live TV, catch up TV, and FTA programs current, library, fresh extended content and
FTA unaired content.
Quiz, reward system, original short, mid, &
long form content, voting, and chats with
MNC talents.
Capitalizing on the FTA group strong
audience share.
2. News Aggregator
Entertainment Super-App
4. UGC Competition
•
•
Capitalizing on the group’s 18 years
experience on producing and managing
talent search format.
Providing incentive for talents to be
managed by Indonesia’s biggest talent
management unit.
5. Music Streaming
•
Free music app, download feature and
listen offline, no ad interference, plus
music identification feature.
• Supply of the online portals top news
content into RCTI+.
• Aggregate news from other publishers.
• Generates 3000+ articles on a daily basis.
3. Audio Aggregator
•
•
Consisting of audio series, audio book,
podcast and radio aggregator (more than
2000 radio channels – domestic &
international).
A direct beneficiary of the group strong and
popular IP’s to create audio based content.
Source: Google Analytics
8
10
RCTI+ Will Grow Total AVOD Market Share to 18% by 2024
C
Nie
U N L O C K I NMGN CMD
M
l ITAL MEDIA
ti aI G
gdi D
Indonesia AVOD Revenue Market Share (in US$ millions)
Source: Media Partners Asia
11
SVOD Superapp: VISION+
Registered
Users
45M+
MNC Digital
Monthly Active
Users
TV Anywhere, Anytime
Subscription Video on Demand (SVOD)
 Vision+ provides extensive original content, thousands hours of VOD, and hundreds of linear channels
with catch up features, which are offered independently and through bundling with the packages offered
by MNC Vision, K-Vision, and MNC Play.
Advertising Video on Demand (AVOD)
 Vision+ offers all of the Group’s Pay TV subscribers for free viewing with ad support similar to the content
packager they subscribe, providing room for upselling.
 Free users may upgrade to subscription with no ads if they wish to enjoy premium content, available in
sachet pricing, starts from weekly, monthly, and annually subscription fee.
Future roadmap
includes
to become a SVOD based SUPER APP
by adding new engaging content
category
Vision+ Subscriber's Growth (in millions)
*data as of Q4-2021
Paid Subs
8M+
1.610
1.821
2.049
2.065
2.081
Q2-21
Q3-21
Q4-21
1.117
2019
2020
Q1-21
Source : Company Data
12
Video
110+
Exclusive
18,000+
Original
Productions
The highest quality local
content in the country
including top rated drama
series, movies, and other
leading contents
Key drivers to
attract subscribers
to Vision+ with
aggressive original
productions
Linear Channels
Local + Foreign
Hours
MNC Digital
Premium SVOD
platform with the
most linear TV
offering for OTT in
the market
Games
74
OWNED
Casual Games
Adventure Games
Puzzle Games
Shooting Games
And many more…
And Other Publisher Games
UGC
Content
all- in-one media with various UGC
based entertainment content formats
Feature web-series with
duration under 15 minutes
from various genres
Comics with numerous
genres and from other
creators
Audio story features
with story or monologue
Collection of novels, short
stories, fan fiction, and movie
script from various genres
Features for artist, creators,
and fans to be in touch +
online casting
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EXCLUSIVE
Special Programs
Line Up
Free
Content
Simultaneously on
#1 Indonesian TV Group
52%
AVERAGE
MNC Digital
TIME
+ PRIME
Audience Share
20
YTD Dec-21
of 20 TOP
PROGRAM
YTD Dec-21
Opportunity for
UPSELLING & ADVERTISING
Bundling Package
And many more…
14
Key Penetration Strategies to Expedite Subs Growth
Jointly Develop Vision+
Fully-offline Experience Tailored
DTH Pay TV and Fixed Broadband & IPTV
Total Subscribers
TO THE MASS-MARKET SEGMENT (‘VISION+ ON MIGO’)
MIGO is a last mile content distribution platform tailored around optimizing customer
experience for the mass market, and offers fully offline video-on-demand via its network of
partner corner stores, or ‘Warung MIGO”
~11M
Affordable Price
As of Jan 2022
No ads
WHY MIGO ?
No internet needed
MNC Digital
No buffering
Wide coverage area
Major Strategic Collaboration With
Mobile Operator Partners
The largest broadband
Provider in Indonesia with
9M 30%
Internet
subscribers
Video service
subscribers
Penetrating organic users
through Telco partnership
13
ONLINE PORTALS
MNC Digital
2020
2021
comes to the market
as a Content Ecosystem Platform that
redefines content discovery and creation
in the nation.
Total
Traffic MPI
MAU :
33.4 m+
MAU :
25.7 m+
MAU :
13.9 m+
User
Calculate readers’
interests
Generating Unique
Personal Profiling
TOTAL MAU :
80 m+
*) Users number are in
duplicated figure
MAU :
2.4 m+
MAU :
Source: Google Analytics, Jan 22
2.7 m+
MAU :
1.9 m+
Optimize personal content & Optimize business reach
16
TALENT MANAGEMENT
BIGGEST TALENT MANAGEMENT
400+ 182+
ARTIST
MCN Channels
IN CONTRACT
FOR EFFECTIVELY
10 YEARS
MANAGES TALENT TO PERFORM
ON AIR - OFF AIR - DIGITAL (GROUP OR NON GROUP)
TV SHOWS | RADIOS | ON GROUND EVENTS | OOH/TVC
LIVE CHAT (RCTI+) | CONTENT CREATORS ON MCN
Highlighted Talents
MNC Digital
Official Talent Management For MNCN
Talent Search Programs
Revenue split between talent and
the Company for all bookings,
including endorsements on their
respective social media platforms.
Leading Indonesian
Music Labels
Focus on Pop Genre
Focus on Dangdut & Melayu
17
SOCIAL MEDIA PRESENCE
ALL MNC GROUP
53.2 166.2
Billion Million
HITS Records
MNC Digital
views
Subs
ALL MCN STARHITS
12
Billion
views
87.9
Million
Subs
FROM 99 FACEBOOK PAGE
Million
4.6 Billion
60
Followers
views
o
Revenue share model
o
Generate 1.5 – 2 billion views/month
o
Operate as a multi-channel network, allowing
monetization of third party content creators.
o
Est. July 2020
Utilizing the group’s huge content library to generate
traffic and at the same time promote the content itself.
FROM 139 TIKTOK’S ACCOUNT
235.8 Followers
Million
Est. September 2020
Source: MNC Internal Research | Mar 2022
18
DEDICATED GAMING ARM
MNC Digital
Set to launch in Q2 2022
For Domestic
Audience
Set to launch in Q3 2022
For Domestic &
International Audience
19
MNC Digital
MOVIELAND: The Most Integrated and One Stop Studios

MOVIELAND is one of the Creative Economy Hub areas in MNC Lido City which is planned to be the largest film and
Drama Series (TV&OTT) center in Southeast Asia, integrated with various international standard facilities and equipment.

Movieland is made for Indonesian and foreign filmmakers to produce films & drama series (TV&OTT), and support the
growth of the film industry in Indonesia.

Movieland covering an area of 21 hectares will make Indonesian film production more efficient, because of the
integration of all stages of production, from pre-production, production to post-production in one place that is a 'controllable
environment'.
MIDDLE BACKLOT
ELITE BACKLOT
Pre Production
Production Preparation Stages:
• Film cast selection
• Location selection
• Shooting time planning
Café Backlot & Resto (façade unit)
Production
Production Stages:
• Shooting with backlot facilities,
with types according to scenarios
such as: Elite, Middle Class, Café
& Resto Backlot etc
• Or Sound Stage (indoor studio)
Post Production
Post Production Stages:
• Editing, Sound & music
• Color grading
20
MNCN Financial Results
Financial Results: MNCN FY/2021
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