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VideoNuze Analysis

  • Discovery’s $2 Billion Global Golf Deal Highlights OTT’s Potential

    Discovery has signed a 12-year, $2 billion deal with the PGA Tour for global multi-platform live rights in 220 markets outside the U.S. for all PGA Tour properties. The deal provides access to 150 tournaments per year (2,000 live hours) including high-profile events such as The PLAYERS Championship, the FedExCup Playoffs and the Presidents Cup (though I believe it excludes other marquee events such as the U.S. Open, the Open Championship, the PGA Championship and the Ryder Cup which are outside the PGA Tour’s purview).

    While Discovery will broadcast the tournaments on its various international cable and broadcast TV networks, the big potential upside in the deal is the new dedicated PGA Tour-branded OTT streaming service Discovery plans to build. The unnamed service, which will launch next year, will be another high-profile test of OTT’s ability to deliver direct-to-consumer benefits to super-fans as well as create incremental revenues.

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  • VideoNuze Podcast #422: Exploring Hulu With Live TV’s 800K Subscriber Count

    I’m pleased to present the 422nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week Hulu’s CEO Randy Freer said in a CNBC interview that the company had “surpassed 800,000 subscribers” for its Hulu with Live TV service. It was the first time Hulu has revealed subscribers for its skinny bundle service which was launched just over a year ago.

    Colin and I are both impressed with the number, which represents 4% of its overall 20 million subscribers and probably puts it in fourth place in the category behind YouTube TV, Sling TV and DirecTV Now. Based on rough calculations, the Live TV service is likely generating almost $300 million in run-rate revenue now (whether its profitable is another question). That’s a strong start and more evidence Hulu has found a winning formula.

    Back on the SVOD service, we also discuss James Murdoch’s comment that about half of Hulu’s subscribers are taking the ad-supported option, (which Hulu said is actually more than 60%), but that would still be down from “the vast majority” which Hulu has consistently said in the past. Finally, we discuss the pros and cons of either Comcast or Disney taking control of Hulu due to the battle over 21st Century Fox assets. I wrote last week Comcast would benefit more.

    (Note, Hulu’s VP of Ad Sales Jim Keller will be on Colin’s panel “Connected TVs' Ad-Supported Future” at the VideoNuze Online Video Ad Summit on June 12th)

    Listen in to learn more!


     
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  • Network With and Learn from Industry Colleagues at Video Ad Summit on June 12th

    Our 8th annual VideoNuze Online Video Advertising Summit is fast approaching on Tuesday, June 12th in NYC. The Video Ad Summit program includes over 40 speakers from Bloomberg Media, Bonnier, Dentsu Aegis, Disney ABC Digital, Ellation, ESPN, Essence, FOX, Group Nine Media, Havas, Hulu, IAB, Initiative, Meredith, Microsoft, NBCUniversal, Newsy, Pluto TV, Publicis, Roku, Vevo and many others to network with and learn from.

    Our keynote guest is CBS’s EVP, Digital Sales and Sales Strategy David Lawenda, who will be interviewed by Mike Shields, Advertising Editor at Business Insider on how CBS is creating new brand value and revenue streams through its numerous digital initiatives. For more info about other sessions, see the In Focus series of posts here, here, here and here.

    Reminder that as a bonus, all paid registrants are included in the drawing to win a 55-inch 4K Roku TV.

    Many thanks to our 11 sponsors, including Premier partners Extreme Reach and Verizon Digital Media Services; Headline partners 4C, AppNexus, Beachfront Media, Operative and Taboola; and Branding partners Brightcove, Cedato, Gamut Media and Roku. 

    Learn more and register now!
     

     
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  • In Focus: Debriefing the NewFronts and Upfronts: What’s Ahead in 2018

    One of the most popular sessions at our annual VideoNuze Online Video Advertising Summits is our fireside chat with senior agency executives debriefing the NewFronts and Upfronts and what’s ahead for the year.

    At our 8th annual Video Ad Summit on June 12th, this 2:45pm fireside will include Maureen Bosetti (Chief Partnerships Officer, Initiative) and Mike Law (EVP, Managing Director of Video Investment, Dentsu Aegis Network U.S.) with Matt Prohaska (CEO and Principal, Prohaska Consulting) as interviewer. In this “In Focus” session preview, I share what I hope you’ll learn and why I think the session is important.

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  • VideoNuze Podcast #421: Comcast-Fox, SVOD Movies, Reduced Ad Loads

    I’m pleased to present the 421st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we cover 3 different topics. First up is Comcast’s announcement this week this it plans an all-cash offer for the Fox assets Disney has agreed to buy. We don’t have time to fully analyze the move, but both of us see it as a bold doubling-down by Comcast on the traditional multichannel TV model. We speculate about whether Comcast should diversify with a skinny bundle offering, as I described yesterday in taking control of Hulu.

    Next up we discuss new research from ACSI focused on the lagging role of movies in SVOD and Netflix specifically (which is being addressed with 86 releases in 2018). Lastly, we turn to data from Advertiser Perceptions showing ad buyers are only willing to pay a small premium to be in lighter ad load environments. I’ve previously speculated about whether the math would work for TV networks by reducing their ad loads.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 1 second)



    Click here for previous podcasts

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

     
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  • In Focus: Platforms vs. Owned & Operated: Monetizing the Video Everywhere Strategy

    Continuing our “In Focus,” series, in which I preview one of the sessions at our 8th annual VideoNuze Online Video Advertising Summit, coming up on Tuesday, June 12th, including what I hope you’ll learn and why I think the topic is important.

    In focus today is our 11:05am session, “Platforms vs. Owned & Operated: Monetizing the Video Everywhere Strategy” which includes Trevor Fellows (EVP, Digital Sales and Partnerships, NBCUniversal), Rob Gregory (President of Sales and Marketing, WHOSAY, part of Viacom) and Blake Sabatinelli (CEO, Newsy, part of E.W. Scripps) with Lorne Brown (CEO, Operative) moderating.

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  • Why Comcast Should Take Control of Hulu

    Yesterday’s confirmation by Comcast that it is preparing an all-cash bid for Fox assets that would top Disney’s current bid came as no surprise. All that remains now for this corporate drama to go into overdrive is the decision on June 12th in the AT&T-Time Warner court case. If that deal is approved (which I believe is likely), Comcast is expected to formalize its Fox offer almost immediately. As these machinations continue, one looming question is what will become of Hulu?

    Hulu is of course a joint venture among Disney, Fox and Comcast (via its NBCUniversal acquisition), with each company owning 30% and Time Warner owning 10% (that’s rounding as Hulu employees also own a piece). That means the ultimate owner of the Fox assets - Disney or Comcast - will also become a majority owner of Hulu. It seems to me Hulu would be more valuable to Comcast, and indeed Comcast should be angling to try to figure out how to take control of Hulu regardless of how the larger Fox deal sorts out. Why?

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  • In Focus: Is Data Living Up to Its Potential?

    Today I’m continuing our “In Focus,” series, in which I preview one of the sessions at our 8th annual VideoNuze Online Video Advertising Summit, coming up on Tuesday, June 12th, including what I hope you’ll learn and why I think the topic is important.

    In focus today is our 1:35pm session, “Is Data Living Up to Its Potential?” which includes George Musi (EVP, Data, Analytics, Insights, Blue 449/Publicis Media), Lance Neuhauser (CEO, 4C), Bre Rosetti (SVP, Director of Strategy and Innovation, Havas Media) and Vikram Somaya (SVP, Global Data Officer and Ad Platforms, ESPN), with Dan Punt (Managing Director, FTI Consulting) moderating.

    Data has become the most important ingredient in the advertising ecosystem, driving how tens of billions of dollars of annual spending are distributed by advertisers eager to micro-target their desired audiences and achieve the highest return on ad spend. It is no secret that Google and Facebook in particular, have used their massive troves of user data (sometimes to their detriment), to help advertisers’ quest for targeting and efficiency in the digital world.

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  • Wicket Labs - full banner - 3-5-18

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