I’m pleased to present the 445th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
On this week’s podcast Colin and I explore the pay-TV industry’s record high video subscriber losses sustained in Q3 ’18 (more here and here). The two big satellite services, DirecTV and Dish Network were major contributors. But perhaps more important was a dramatic slowdown in subscriber additions for the two biggest virtual pay-TV operators, Sling TV and DirecTV Now.
As we discuss, with these virtual services in flux and not stanching the bleeding of traditional multichannel TV, the critical underlying trends of cord-cutting and cord-nevering burst onto full display in Q3. Meanwhile, the strategies and success of virtual services like YouTube TV, Hulu Live and others is murky at best. All of this shows how unstable the pay-TV industry as a whole currently is.
Listen in to learn more!
Click here to listen to the podcast (24 minutes, 35 seconds)
Pay-TV operators took a drubbing in Q3 ’18 as the boost the industry has gotten from consumers migrating to virtual MVPDs or “skinny bundles” mostly evaporated. According to Leichtman Research Group, the industry as a whole lost about 975K traditional subscribers (its worst ever). Subtracting estimated gains for skinny bundles the Q3 loss would have topped a million.
Going back just one quarter to Q2 ’18, the industry as a whole (both traditional pay-TV and skinny bundles) may have actually eked out a net subscriber gain, as traditional subscribers “cord-shifted” to skinny bundles. But in Q3 that short trend came to screeching halt, as both DirecTV Now and Sling TV additions slid dramatically. In Q3 ’18 the services combined to add just 75K subscribers, down from 536K a year earlier (and that’s on top of escalating subscriber losses at the core satellite services). It’s not clear how other skinny bundles performed in Q3 as they don’t publicly report their numbers.
I’m pleased to present the 444th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
In Q3 ’18, Roku continued its pivot to an advertising and licensing based business model, with “Platform” revenues accounting for 58% of total revenues, up from 46% in Q3 ’17.
On this week’s podcast, Colin and I discuss this shift and Roku’s other key metrics, which were all very strong, once again. Roku occupies a unique place in the video ecosystem - at once a device powerhouse with 24 million monthly users, a content provider through its fast-growing The Roku Channel, a connected TV advertising innovator and something akin to a next-gen pay-TV provider offering a la carte access to thousands of content choices.
Listen in to learn more!
Click here to listen to the podcast (23 minutes, 31 seconds)
Cadent has unveiled its Cadent Advanced TV Platform, enabling national ad buyers and TV networks to achieve a higher level of efficiency and effectiveness in addressable TV advertising. In a briefing, Cadent’s Chief Product Officer Eoin Townsend and Chief Marketing Officer Paul Alfieri emphasized that today’s national TV ad buyers are looking to shift to data-centric approaches that enable customized, targeted audience segments at scale. This is what Cadent Advanced TV Platform is built to deliver.
Cadent Advanced TV Platform can access 70 million addressable homes (i.e. those with set-top boxes that are individually identifiable and enabled) with ads across cable, broadcast and OTT content. The new platform has integrated all the elements required to make a scaled, targeted buy - choosing specific pay-TV/OTT providers, number of homes, relevant data sources, KPIs, budgets and more and melded them into a cohesive workflow that will feel familiar to most people who have bought digital advertising. Once the parameters are set the platform presents different campaign options to the buyer.