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VideoNuze Analysis

  • VideoNuze Podcast #392: There’s Netflix and There’s Everyone Else

    I’m pleased to present the 392nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Netflix reported another strong quarter earlier this week, adding 5.3 million subscribers, and also forecasting an increase in its content spend in 2018 to $7-8 billion. On today’s podcast we discuss the results and what’s ahead.

    Despite Netflix’s successful quarter, Colin and I both observed some ambiguity on the part of its executives in explaining what actually drove the subscriber additions. Overall industry momentum, original content, or both? It’s not clear.

    What is clear however is that with Netflix now up to 109 million global subscribers, we’ve moved into a phase where there’s Netflix and there’s everyone else. No other company has close to Netflix’s global footprint or content budget. To put the content budget alone in context, in 2018 it will likely be 3-4x of what mighty HBO spends. Size clearly has its advantages.

    Colin and I explore what this all means for the industry going forward.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 48 seconds)



    Click here for previous podcasts.

    Click here to add the podcast feed to your RSS reader.

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

     
  • SHIFT Programmatic 17 Early Bird Full Banner
  • Research: NFL is Strongest For Live Sports Viewers On Devices

    Adobe Primetime and The Diffusion Group have released new research, finding among other things, that the NFL is the most popular sport to live stream on digital devices. The research surveyed 2,000 U.S. consumers, revealing viewership trends for live sports viewers or “LSVs” - adult broadband users that watch televised live sports on any screen including PCs, TVs, smartphones or tablets.

    The survey found that 37% of LSVs watch live sports on non-TV devices, with PCs used the most (cited by 27%), followed by smartphones (17%) and tablets (14%). Across all 3 of these devices, the NFL is the most popular of all sports. On PCs NFL is watched by 66% of LSVs, followed by Summer Olympics (59%) and NBA basketball (59%). On smartphones, NFL is watched by 70% of LSVs, then NBA (59%) and college basketball (52%). On tablets NFL is at 67%, followed by NBA (62%) and major league baseball (61%).

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  • Video Distribution Platform Vemba Raises $6 Million

    Video distribution platform Vemba has raised $6 million in a series A-1 round, bringing its total funding to $11 million. The new round was led by Time Warner Investments and SpotX, with existing investors Upfront Ventures and Bertelsmann Digital Media Investments participating as well.

    Vemba’s CEO Garrick Tiplady told me in a briefing that the company’s vision is to become the industry standard platform for scale in video distribution on any device. Vemba’s platform allows content providers to create flexible models to distribute their videos and receive real-time analytics on their performance and monetization.

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  • Netflix Rumbles On, But It’s Still Hard to Discern Original Content’s Role

    Netflix reported a strong Q3 ’17, growing domestic subscribers by 850K and international subscribers by 4.45 million. Those compared to Q3 ’16 of 370K domestic and 3.2 million international. Adding 5.3 million subscribers in a single quarter, off a base of approximately 100 million is certainly nothing to sneeze at. But yesterday's earnings call with company executives once again raised the question of what’s actually driving the growth? Netflix itself has offered ambiguous answers.

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  • Akamai - full banner - 9-26-17
  • NBCUniversal EVP Mike Rosen and Universal McCann Chief Investment Officer Jon Stimmel to Keynote SHIFT // 2017

    I’m excited to share that Mike Rosen, EVP, Portfolio Sales and Strategy, NBCUniversal and Jon Stimmel, Chief Investment Officer, Universal McCann, will be our keynote speakers at our 3rd annual SHIFT // Programmatic Video & TV Ad Summit on Wednesday, November 29th in NYC.

    Mike will be interviewed by Matt Prohaska, CEO and Principal of Prohaska Consulting, focusing on how NBCUniversal is innovating with programmatic. NBCUniversal has moved aggressively to enable ad buyers to use data and technology to buy its inventory. It most recently announced Target as its first self-serve programmatic client for national inventory, powered by 4C Insights. In addition to discussing NBCUniversal’s own efforts, Mike will address how TV networks can embrace programmatic to compete more effectively.

    Jon will be interviewed by Matt Spiegel, Managing Director, Marketing & Technology Solutions at MediaLink about how UM is driving clients’ business outcomes with automation and data-enablement for video and TV ad buying. Jon will also address more broadly how programmatic is impacting agencies and what they should be doing to adapt and succeed.



    Mike’s and Jon’s keynote sessions highlight a jam-packed day of exciting sessions covering all aspects of programmatic video and TV. I’ll be posting the full SHIFT program shortly.

    Early bird registrants save $100, with all eligible to win one of three Roku Ultra 4K Streaming Players. Further discounts are available on 5-packs and 10-packs. Startups and students can register for a reduced $245 ticket (contact me for the code).

    I hope you’ll join us for this must-attend day of learning and networking!

    Learn more and register now!

     
  • Akamai - full banner - 9-26-17
  • VideoNuze Podcast #391: Disney’s Winning Move With Movies Anywhere, Amazon Video Ads and More

    I’m pleased to present the 391st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia (apologies in advance, my audio quality is low).

    We cover 4 different items this week starting with the news that 4 major studios have joined with Disney’s cloud-based venture, now renamed “Movies Anywhere.” The move validates Disney’s prior decision not to join UltraViolet and presents an exciting consumer value proposition incorporating multiple online stores and spanning key devices.

    Colin then shares highlights of new global research from Ericsson Consumer Labs. No surprise, the report showed a big shift in viewing from linear to on-demand and also much higher satisfaction scores for on demand video services vs. traditional TV.  The report comes just ahead of the Q3 earnings season which is likely to show an uptick in cord-cutting.

    We then turn to a report from CNBC that Amazon is making moves in video advertising. Colin and I believe this would make a ton of sense from multiple perspectives.

    Reminder that next Thursday, October 19th we’ll be hosting a webinar on streaming sports, hosted by Akamai. Join us!

    Listen in to learn more!
     
    Click here to listen to the podcast (25 minutes, 37 seconds)



    Click here for previous podcasts.

    Click here to add the podcast feed to your RSS reader.

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

     
  • Akamai - full banner - 9-26-17
  • Attend Our Streaming Sports Webinar on October 19th

    Sports has been on the forefront of the streaming revolution from the start. Whether it’s early successes like the NCAA basketball tournament or the unprecedented scale of the 2016 Summer Olympics or more recently Thursday Night Football on Twitter and Amazon, sports have continued to push the boundaries of what’s possible with online and mobile delivery.

    To better understand what’s happening with streaming sports and the best practices today, Akamai is presenting a free webinar on Thursday, October 19th at 1pm ET, which I will be hosting with Colin Dixon of nScreenMedia, my weekly podcast partner. Joining us will be Clark Pierce, SVP, TV Everywhere and Special Projects at Fox Digital Consumer Group and another executive TBD. Fox has been a leader in streaming sports, so Clark has a wealth of knowledge to share.

    In the webinar we’ll also explore distinct new value propositions being created by streaming sports, key challenges and what’s ahead. We’ll draw on insights from Akamai’s recently published thought-leadership paper, Game On! How Streaming Sports is Heating Up, in which we interviewed executives at 8 companies leading the charge on streaming sports. Game On can be downloaded here.

    For anyone involved in streaming sports, the webinar will be extremely valuable - register now!

     
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  • Penthera Raises $6 Million to Power Video Downloads

    Penthera, which makes software to power video downloading to mobile devices, has raised $6 million from Liberty Global Ventures, the venture investment arm of Liberty Global International, which is the biggest international cable company and chaired by John Malone. Liberty Global is also a Penthera customer.

    Penthera’s Cache&Carry software enables video providers to let their viewers download video to their iOS and Android mobile devices. Cache&Carry includes DRM support, configurable business rules, download queuing options, mobile DVR and “FastPlay” which launches buffer-free viewing.

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  • IBM Cloud Video - full banner - 7-7-17
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