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\"\"In an interview with ET Now, Sameer Nair<\/a>, Balaji Telefilms<\/a>, shares his business outlook. Excerpts:<\/em>
\n
\nET Now: Any updates on the fundraising news?<\/strong>
\n
\nSameer Nair: <\/strong>We are raising Rs 150 crore. This is being via the preferential route for about 14% stake in Balaji at a premium of about 28% on the current price of the 52-week average.
\n
\nThis is primarily for our OTT business. It will be launched in the end of the first quarter next year, i.e. by June.
\n
\nET Now: What will the service be like?<\/strong>
\n
\nSameer Nair: <\/strong>It is an OTT SVOD (Over the top subscriber video on demand) platform. We aspire to be like the Netflix of India. We are creating original content for it. So, it is not an aggregated content play. It is an original premium content play. We are creating a whole bunch of new shows.
\n
\nET Now: So it will be only Balaji content?<\/strong>
\n
\nSameer Nair: <\/strong>It will be content created by Balaji for this platform. It will be driven by Balaji, and often produced by other producers as well for us.
\n
\nET Now: But for a company which is cash-rich, why do you need to raise capital? You have cash on your balance sheet, why not use that?<\/strong>
\n
\nSameer Nair:<\/strong> Actually, we have different uses for our cash. It is primarily a question of resource allocation. There is a certain amount of capital being allocated towards the movie business, some towards the TV business, and some to the digital business. So, it is really only that.
\n
\nET Now: But why not use the existing cash first, and then raise more after that?<\/strong>
\n
\nSameer Nair:<\/strong> Actually, it is also a question of timing. We are getting ready to launch our OTT platform. Currently the money is tied up with our movie business. It will get unlocked only next year.
\n
\nThat is why we are raising cash now. That is also why we are not doing Rs 200 crore, but only Rs 150 crore.
\n
\nET Now: Where does it put the valuation for the digital business?<\/strong>
\n
\nSameer Nair:<\/strong> It does not set the valuation for the digital business. We have not done that at this stage. We are just building the business first. We will think about valuation at the next level.
\n
\nET Now: The content that you are developing for the OTT — will it be largely urban and exclusive?<\/strong>
\n
\nSameer Nair: <\/strong>Yes, largely urban content it will be. It will be exclusively available on the platform IP owned by us, and not anywhere else.
\n
\nET Now: Any revenue projections that you have for that business?<\/strong>
\n
\nSameer Nair: <\/strong>In that business, we are hoping to get to about four million paying subscribers by 2020.
\n
\nET Now: That is a long shot; what about the near term?<\/strong>
\n
\nSameer Nair:<\/strong> It is a long shot. It is a really good business. For the near term, we will first launch, and then build from there on.
\n
\nET Now: It is not a library like Netflix?<\/strong>
\n
\nSameer Nair:<\/strong> No, not a library. For Netflix and the whole US model, the library has considerably value. But what happens in India is that the movie libraries are pretty much non-exclusive. Our movies are on Netflix as well as on other platforms too.
\n
\nIn India, the season concept has not really caught on. Here it is more about creating new, original content. When you go to a DVD store, do you ask him how many DVDs he has? No. You just ask what's new. That is what our premise is.
\n
\nET Now: Since you want to be the Netflix of India, can I assume you won't tie up with Netflix?<\/strong>
\n
\nSameer Nair:<\/strong> It is not like that. It is more about looking at Netflix as a gold standard of technology. How they do the things they do? How they do it so smartly? There is lot to learn. Actually, when Netflix launched in India we were most excited.
\n
\nET Now: If Netflix approaches Balaji with a deal to showcase your library, will you be open to the idea?<\/strong>
\n
\nSameer Nair: <\/strong>Just to make things clear, do not have a library. The TV content that we make is owned by the broadcasters.
\n
\nWhat do we own is the movies. And our movies are already on Netflix. What I mean is that Netflix, Reliance Jio, Airtel — all big telecom companies, all digital platforms — will be our partners.
\n
\nET Now: Won't this enable you to probably make a library of sorts?<\/strong>
\n
\nSameer Nair: <\/strong>Yes, it will. What we are looking to do now is build a genuine B to C brand. Balaji has always been a B to B business; now we aspire to be a B to C one.
\n
\nET Now: So, shall we have 'seasons; coming?<\/strong>
\n
\nSameer Nair:<\/strong> Yes, of course. In fact, we want to do things exactly in 'seasons.
\n
\nET Now: Shed some light on the quarter gone by. As I understand, contributions from movies weren't there?<\/strong>
\n
\nSameer Nair:<\/strong> We had no movie releases during that time. Our content business did very well. All our shows are doing well. It has been one of our best quarters in many years.
\n
But more than just numbers, actually the big success for the quarter has been our show 'Nagin<\/a>'. It comes on Colors; it is the No. 1 show in India as of now.
\n
\nIt, in a small way, also contributed to making Colors the number one channel.\n\n<\/body>","next_sibling":[{"msid":50867823,"title":"Airtel 4G service makes a debut at sea","entity_type":"ARTICLE","link":"\/news\/airtel-4g-service-makes-a-debut-at-sea\/50867823","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":50867819,"entity_type":"ARTICLE","title":"Expect to have 4 million paying users for our OTT biz by 2020: Sameer Nair, Balaji Telefilms","synopsis":"\"What we are looking to do now is build a genuine B to C brand. Balaji has always been a B to B business; now we aspire to be a B to C one.\"","titleseo":"telecomnews\/expect-to-have-4-million-paying-users-for-our-ott-biz-by-2020-sameer-nair-balaji-telefilms","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"ET Now","artdate":"2016-02-05 17:52:37","lastupd":"2016-02-05 17:52:37","breadcrumbTags":["Sameer Nair","Balaji telefilms","Nagin","Interviews","Enterprise Services","Balaji Telefilms fundraising"],"secinfo":{"seolocation":"telecomnews\/expect-to-have-4-million-paying-users-for-our-ott-biz-by-2020-sameer-nair-balaji-telefilms"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2016-02-05" data-index="article_1">

希望400万付费用户,我们的奥特商务2020:Sameer Nair Balaji电视片

“我们现在要做的是建立一个真正的B到C的品牌。巴拉吉一直是B, B业务;现在我们渴望成为一个B到C。”

  • 发布于2016年2月5日下午05:52坚持
在采访等,Sameer Nair,巴拉电视片,他的商业前景。摘录:

外星人:融资上的任何更新消息?乐动扑克

Sameer Nair:我们正在筹集150卢比。这是通过优惠路线的巴拉溢价14%的股份约28%的当前价格52周的平均水平。

这主要是为我们的奥特业务。它将在明年第一季度末推出,即在6月。

等现在:服务会怎么样?

Sameer Nair:这是一个奥特SVOD(在用户视频点播)平台。我们渴望成为像Netflix的印度。我们正在创造原创内容。所以,这不是一个聚合内容。它是一个原始的优质内容。我们正在创建一大堆新的节目。

等:这只会巴拉内容?

Sameer Nair:这将是巴拉为这个平台创建的内容。它将由巴拉,通常由其他生产商。

等:但对公司现金充裕,为什么你需要筹集资金?你有现金资产负债表,为什么不用呢?

Sameer Nair:实际上,我们有不同用途的现金。它主要是一种资源分配的问题。有一定的资本分配对电影行业,一些电视业务,和数字业务。所以,这真的是只有。

ET:但是为什么不首先使用现有的现金,然后筹集更多之后?

Sameer Nair:实际上,这也是一个时间的问题。我们正准备推出奥特平台。目前钱与我们的电影产业。明年才会解锁。

这就是为什么我们现在正在筹集资金。这也是为什么我们不做200卢比,但只有150卢比。

外星人:它把数字业务的估值?

Sameer Nair:它没有设置数字业务的估值。在这个阶段我们没有这样做。我们是先建立业务。我们将考虑估值。

外星人:您正在开发的内容奥特-主要城市和独家?

Sameer Nair:是的,主要城市的内容。它将只在平台上可用的IP属于我们,而不是其他任何地方。

等现在:你对业务收入预测吗?

Sameer Nair:在这种业务,我们希望能得到到2020年大约四百万名付费用户。

等:这是一个长镜头,短期内呢?

Sameer Nair:这是一个。这是一个很好的生意。短期内,我们将首先发射,然后构建从那里。

等:这不是一个图书馆喜欢Netflix吗?

Sameer Nair:不,不是一个图书馆。Netflix和整个美国模式,图书馆有相当的价值。但是在印度电影图书馆是非常非排他性。我们的电影在Netflix以及其他平台。

在印度,这个季节的概念并没有真正流行起来。这更多的是创造新的,原创内容。当你去一个DVD商店,你问他有多少DVD吗?不。你问问有什么新鲜事。这是我们的前提。

等:既然你想要印度的Netflix,我可以假设你不会与Netflix吗?

Sameer Nair:它不是这样的。它更多的是看Netflix的黄金标准技术。他们做的事情怎么办?他们如何做到如此潇洒地?有很多东西要学。事实上,当Netflix发起在印度,我们是最兴奋的。

等:如果Netflix方法Balaji交易展示你的图书馆,你会开放的想法吗?

Sameer Nair:为了让事情清楚,没有一个图书馆。我们的电视内容是属于广播。

我们自己的电影。和我们的电影已经在Netflix上。我的意思是,Netflix,信实Jio Airtel——所有大的电信公司,所有的数字平台——将我们的合作伙伴。

等:不会这可能让你做出各种各样的图书馆吗?

Sameer Nair:是的,它会。我们现在正在做的是建立一个真正的B到C的品牌。巴拉吉一直是B, B业务;现在,我们渴望成为一个B到C。

等现在:所以,我们的季节;要来吗?

Sameer Nair:是的,当然。事实上,我们想要做的事情完全的季节。

等:阐明这个季度。据我所知,没有来自电影吗?

Sameer Nair:在这期间我们没有电影版本。我们的内容业务做得很好。我们所有的节目做得很好。这是我们的一个最好的季度许多年。

但实际上不只是数字,季度一直是我们的巨大的成功显示的纳金”。谈到颜色;这是1号显示在印度了。

在一个小的方式,也导致了颜色一号通道。
  • 发布于2016年2月5日下午05:52坚持
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  • 希望400万付费用户,我们的奥特商务2020:Sameer Nair Balaji电视片
\"\"In an interview with ET Now, Sameer Nair<\/a>, Balaji Telefilms<\/a>, shares his business outlook. Excerpts:<\/em>
\n
\nET Now: Any updates on the fundraising news?<\/strong>
\n
\nSameer Nair: <\/strong>We are raising Rs 150 crore. This is being via the preferential route for about 14% stake in Balaji at a premium of about 28% on the current price of the 52-week average.
\n
\nThis is primarily for our OTT business. It will be launched in the end of the first quarter next year, i.e. by June.
\n
\nET Now: What will the service be like?<\/strong>
\n
\nSameer Nair: <\/strong>It is an OTT SVOD (Over the top subscriber video on demand) platform. We aspire to be like the Netflix of India. We are creating original content for it. So, it is not an aggregated content play. It is an original premium content play. We are creating a whole bunch of new shows.
\n
\nET Now: So it will be only Balaji content?<\/strong>
\n
\nSameer Nair: <\/strong>It will be content created by Balaji for this platform. It will be driven by Balaji, and often produced by other producers as well for us.
\n
\nET Now: But for a company which is cash-rich, why do you need to raise capital? You have cash on your balance sheet, why not use that?<\/strong>
\n
\nSameer Nair:<\/strong> Actually, we have different uses for our cash. It is primarily a question of resource allocation. There is a certain amount of capital being allocated towards the movie business, some towards the TV business, and some to the digital business. So, it is really only that.
\n
\nET Now: But why not use the existing cash first, and then raise more after that?<\/strong>
\n
\nSameer Nair:<\/strong> Actually, it is also a question of timing. We are getting ready to launch our OTT platform. Currently the money is tied up with our movie business. It will get unlocked only next year.
\n
\nThat is why we are raising cash now. That is also why we are not doing Rs 200 crore, but only Rs 150 crore.
\n
\nET Now: Where does it put the valuation for the digital business?<\/strong>
\n
\nSameer Nair:<\/strong> It does not set the valuation for the digital business. We have not done that at this stage. We are just building the business first. We will think about valuation at the next level.
\n
\nET Now: The content that you are developing for the OTT — will it be largely urban and exclusive?<\/strong>
\n
\nSameer Nair: <\/strong>Yes, largely urban content it will be. It will be exclusively available on the platform IP owned by us, and not anywhere else.
\n
\nET Now: Any revenue projections that you have for that business?<\/strong>
\n
\nSameer Nair: <\/strong>In that business, we are hoping to get to about four million paying subscribers by 2020.
\n
\nET Now: That is a long shot; what about the near term?<\/strong>
\n
\nSameer Nair:<\/strong> It is a long shot. It is a really good business. For the near term, we will first launch, and then build from there on.
\n
\nET Now: It is not a library like Netflix?<\/strong>
\n
\nSameer Nair:<\/strong> No, not a library. For Netflix and the whole US model, the library has considerably value. But what happens in India is that the movie libraries are pretty much non-exclusive. Our movies are on Netflix as well as on other platforms too.
\n
\nIn India, the season concept has not really caught on. Here it is more about creating new, original content. When you go to a DVD store, do you ask him how many DVDs he has? No. You just ask what's new. That is what our premise is.
\n
\nET Now: Since you want to be the Netflix of India, can I assume you won't tie up with Netflix?<\/strong>
\n
\nSameer Nair:<\/strong> It is not like that. It is more about looking at Netflix as a gold standard of technology. How they do the things they do? How they do it so smartly? There is lot to learn. Actually, when Netflix launched in India we were most excited.
\n
\nET Now: If Netflix approaches Balaji with a deal to showcase your library, will you be open to the idea?<\/strong>
\n
\nSameer Nair: <\/strong>Just to make things clear, do not have a library. The TV content that we make is owned by the broadcasters.
\n
\nWhat do we own is the movies. And our movies are already on Netflix. What I mean is that Netflix, Reliance Jio, Airtel — all big telecom companies, all digital platforms — will be our partners.
\n
\nET Now: Won't this enable you to probably make a library of sorts?<\/strong>
\n
\nSameer Nair: <\/strong>Yes, it will. What we are looking to do now is build a genuine B to C brand. Balaji has always been a B to B business; now we aspire to be a B to C one.
\n
\nET Now: So, shall we have 'seasons; coming?<\/strong>
\n
\nSameer Nair:<\/strong> Yes, of course. In fact, we want to do things exactly in 'seasons.
\n
\nET Now: Shed some light on the quarter gone by. As I understand, contributions from movies weren't there?<\/strong>
\n
\nSameer Nair:<\/strong> We had no movie releases during that time. Our content business did very well. All our shows are doing well. It has been one of our best quarters in many years.
\n
But more than just numbers, actually the big success for the quarter has been our show 'Nagin<\/a>'. It comes on Colors; it is the No. 1 show in India as of now.
\n
\nIt, in a small way, also contributed to making Colors the number one channel.\n\n<\/body>","next_sibling":[{"msid":50867823,"title":"Airtel 4G service makes a debut at sea","entity_type":"ARTICLE","link":"\/news\/airtel-4g-service-makes-a-debut-at-sea\/50867823","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":50867819,"entity_type":"ARTICLE","title":"Expect to have 4 million paying users for our OTT biz by 2020: Sameer Nair, Balaji Telefilms","synopsis":"\"What we are looking to do now is build a genuine B to C brand. Balaji has always been a B to B business; now we aspire to be a B to C one.\"","titleseo":"telecomnews\/expect-to-have-4-million-paying-users-for-our-ott-biz-by-2020-sameer-nair-balaji-telefilms","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"ET Now","artdate":"2016-02-05 17:52:37","lastupd":"2016-02-05 17:52:37","breadcrumbTags":["Sameer Nair","Balaji telefilms","Nagin","Interviews","Enterprise Services","Balaji Telefilms fundraising"],"secinfo":{"seolocation":"telecomnews\/expect-to-have-4-million-paying-users-for-our-ott-biz-by-2020-sameer-nair-balaji-telefilms"}}" data-news_link="//www.iser-br.com/news/expect-to-have-4-million-paying-users-for-our-ott-biz-by-2020-sameer-nair-balaji-telefilms/50867819">