APOS 2019: The Path To Value Creation

Digital distribution continues to recalibrate revenues, costs and valuations across TMT in Asia Pacific, where local and global innovators are forging new business models and strategies. As distribution options multiply, the need for scale, operating leverage and local relevance has been never greater, driving M&A and astute partnerships with a heightened focus on content, data and direct-to-consumer relationships.

All this requires human and financial capital as well as disciplined execution, shaping investor perception and valuations in turn. As ecosystems converge, APOS 2019 plots the trajectories of these formative trends in some of the world’s most dynamic markets, with invaluable insights on what will define, create and drive value from leading content creators, owners, distributors and investors.

This year’s Summit includes the following key themes:

• Local Clout Meets Global Scale

  As the acceleration of global scale reverberates across the value chain, investment in local content, distribution, technology and talent can deliver key market momentum. APOS 2019 examines how these twin forces are reshaping content creation and distribution across Asia Pacific and globally, including growth markets such as China, India and Indonesia as well as more mature economies such as Australia, Korea, Japan and the US.

• Direct-To-Consumer Changes The Game

  The future of media belongs to companies that can develop, exploit and monetize direct consumer relationships. The FANG companies have shown the way, combining deep customer knowledge with technology and analytics to drive spend across content, commerce and devices. Asia Pacific has some notable successes too, led by China, although the race has in many markets just begun. APOS 2019 highlights views from local and global players.

• A Broader Goal For Distribution

  Distribution platforms have a new mantra as operators and markets transition from simple bundles of linear video and legacy communications products to packaging together all kinds of digital services, data and content. How do media and telecom companies handle fresh opportunities and challenges in the connectivity business, including 5G, while navigating the changing dynamics of bundling and monetization?

• The New Economics Of Storytelling

  As online distribution remodels content costs and returns, APOS 2019 looks at how producers and distributors can make money on a sustainable basis amidst bubbles of volatile demand in online video and challenging unit economics in TV. Which players are investing to create scaled premium content in which markets, and why, and which territories have the most untapped potential across movies and serialized entertainment?

• Live Sports Start To Move Online

  Live sports, the last bastion of traditional distribution, has started to transition to online delivery across Asia Pacific, setting in motion wide-scale transformation. APOS 2019 analyzes the enablers of this changing landscape as a new breed of digital sports platforms gear up for execution and monetization in key markets such as India, Australia, Indonesia, Thailand and Japan. What impact will this have on rights valuations, and what kind of partnerships can sustain sports on both TV and online?

• Investors Re-Evaluate Growth & Profit

  How do companies invest and compete when the business models of the future are still taking shape, the definition of success is in flux and different businesses are evaluated on different metrics? Valuations are complex, tricky things these days, no longer solely based on the ability to generate consistent free cash. APOS 2019 provides fresh insight across telecoms, media and technology from major strategics and financial investors.