4C - leaderboard - 4-25-18
  • Younger Viewers in UK Now Spend More Time With OTT Content Than Broadcast

    More evidence of the shifting viewership behavior of younger audiences: UK regulator Ofcom’s first annual Media Nations report found that 16-34 year-olds there now watch an average of 2 hours, 37 minutes per day of OTT content vs. 2 hours, 11 minutes of broadcast content across all devices.  

    The younger group’s OTT consumption is almost double the overall population’s of 1 hour, 28 minutes. Across all age groups, 71% of viewing time is still with broadcast content. However, broadcast TV viewership on TVs dropped by 9 minutes, or 4.2% in 2017 to an average of 3 hours, 22 minutes per day. Since 2012, broadcast viewership has decreased by 38 minutes per day or 15.7%.

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  • Netflix is Bedeviled by Domestic Subscriber Forecasting

    Netflix reported a large miss on its subscriber forecast in Q2, with 670K net additions in the U.S. (44% below its forecast of 1.2 million) and 4.47 million net additions internationally (10% below its forecast of 5 million). From my standpoint, the international miss is almost irrelevant because the segment includes so many different countries with so many different adoption patterns that Netflix is still new to understanding. With all of those moving pieces, missing by just 10% isn’t too shabby.

    Conversely, the domestic miss of 44% is a real head-scratcher which I believe raises, yet again, real questions around how well the company understands the dynamics of the domestic SVOD market, how much growth remains and how well its forecasting function is run. For eager investors, who have bid up the stock on lofty expectations, getting a handle on these issues seems critical.

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  • VideoNuze Podcast #427: HBO’s Risky Path Forward Under AT&T

    I’m pleased to present the 427th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    AT&T wants HBO to up its game - producing more content, gaining more subscribers and increasing engagement, in a bid to stay competitive in the streaming era. On today’s podcast, Colin and I explore why the new approach makes sense directionally, but also carries big risks. Can HBO scale up its production spending and broaden its distribution while retaining its brand positioning? It won’t be an easy feat.

    While AT&T isn’t highlighting Netflix as its key competitor, it’s clearly implied. And this week’s Emmy nominations, which saw HBO eclipsed for the first time in 17 years as the most honored network (by Netflix), is a clear sign of the times. Astoundingly, Netflix has gone from just 14 nominations 6 years ago to an industry-leading 112 this year.

    Beyond the HBO-Netflix content battle, Netflix continues raising the stakes on SVOD user experience. As we also dig into, this week Netflix announced “Smart Downloads,” a clever way of enhancing offline viewing, which will no doubt delight millions of its subscribers.

    Listen in to learn more!
    Click here to listen to the podcast (24 minutes, 38 seconds)

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    The VideoNuze podcast is also available in iTunes...subscribe today!

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  • AppNexus Reports 748% Growth in Connected TV Ads in Q2

    More evidence of the boom in connected TV ads: AppNexus reported advertising spend in its connected TV marketplace grew by 748% in Q2 ’18 vs. Q2 ’17, with sequential growth of 69% in Q2 ’18 vs. Q1 ’18. AppNexus said it sees over 20 billion monthly CTV impressions on smart TVs, set-top boxes and game consoles, which underscores the rapid adoption of ad-supported video on CTV.

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