4C - leaderboard - 4-25-18

Analysis for 'Devices'

  • Research: Over 1 Billion Connected TV Devices Active Globally

    Over 1 billion connected TV (CTV) devices are now active globally according to Strategy Analytics’ just released “Global Connected TV Device Vendor Share: Q2 2018” report. Strategy Analytics said almost 60% of devices are smart TVs while the remainder are players like Roku, Fire TV and Chromecast accounting for the remainder.

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  • Greg Norman’s Shark Experience Brings Video to Golf Courses

    Former professional golfer Greg Norman’s Shark Experience gives golfers a range of video and other media options while on the course. Shark Experience’s new software development partner is Edison Interactive, an in-ride digital media firm co-founded by Jeremy Ostermiller, formerly CEO of Altitude Digital, a video ad tech provider which merged with Genesis Media last year.

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  • Research: CTV Ad Impressions Continue to Gain Share

    Extreme Reach has released its Q2 ’18 Video Advertising Benchmarks report, further supporting the rise of connected TV viewing. In the quarter, CTV accounted for 38% of ad impressions, more than double their share of 18% in Q2 ’17. Mobile followed with a 30% share, down slightly from a 33% share in Q2 ’17. Desktop and table both slumped further, with the former dropping from 35% to 23% and the latter dropping from 15% to 9%.

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  • YouTube Says It’s Streaming Over 180 Million Hours Per Day to Connected TVs

    Another sign of connected TVs’ ascendance: in a blog post on Friday, YouTube CEO Susan Wojcicki said that its users are now watching an average of over 180 million hours of YouTube video per day on TV screens. To put that in perspective, given the 1.9 billion logged-in users YouTube says it has per month, it would mean an average of almost 11 minutes per day per user watching YouTube on TV.

    No doubt that’s far less that the average Netflix, Hulu or Amazon Prime Video subscriber spends watching those services on TV. And it also pales in comparison to the over 50% of YouTube consumption on mobile devices the company has touted for several years now.

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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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  • Connected TVs’ Ad-Supported Future [VIDEO]

    As more TV viewing moves to streaming, connected TV is emerging as the most important new source of premium ad-supported inventory. At our recent VideoNuze Online Video Ad Summit, we dug into this unfolding opportunity on a session Rich Calacci (Chief Revenue Officer, Pluto TV), Jim Keller (VP, Sales, Hulu), Frank Sinton (Founder, Beachfront Media), Seth Walters (VP, Demand Partnerships, Roku), with Colin Dixon (Principal Analyst, nScreenMedia), moderating.

    The panel explored the key advantages of connected TV ads, including enhanced targetability (at the user level), measurability, in-flight optimization and real-time feedback loops. The panelists also noted that with more cord-cutting happening, CTV is a critical way to reach certain households and build cross-screen campaigns. Still, the panelists noted that it’s relatively early days for CTVs, as virtually all TV will be streamed within 5 years.

    Watch the session video now!

     
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  • VideoNuze Podcast #424: Exploring the Benefits of Advertising on Connected TVs

    I’m pleased to present the 424th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    At this past Tuesday’s VideoNuze Online Video Advertising Summit, Colin moderated a session, “Connected TVs’ Ad-Supported Future,” with Rich Calacci (Pluto TV), Jim Keller (Hulu), Frank Sinton (Beachfront Media) and Seth Walters (Roku) participating. In the first segment of this week’s podcast, we discuss the reasons panelists cited for why ads on connected TVs are so appealing to advertisers, among other topics.

    We then transition to some of the highlights of the keynote interview with David Lawenda (EVP, Digital Sales and Strategy, CBS), with particular focus on his comments about advertisers’ reluctance to pay more just because ad loads are lighter. A range of TV networks are lightening their ad loads to provide a better experience compared to ad-free SVOD, but the benefits are uncertain according to David.

    Finally, we touch on interesting data that Group Nine Media’s SVP of Ad Solutions and Innovation Hayden Lynch made in my interview with him around the difficulties of monetizing video distributed on platforms. Group Nine’s properties generate around 6 billion views/month, but only 10-20% of them are being monetized, which is pretty eye-opening.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 45 seconds)



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  • VideoNuze Podcast #423: Apple and Amazon Help Pay-TV Operators. Wait, What?

    I’m pleased to present the 423rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Apple and Amazon aren’t two companies that come to mind for helping traditional pay-TV operators, but this week brought news of both doing exactly that. Apple announced at its WWDC the integration of Charter’s Spectrum app in Apple TV that will allow users to gain “zero sign-on” access to the app’s content. Other operators have made their apps available on connected TV devices, but this was a first for Apple TV.

    Then Amazon announced its Fire TV Cube, a mashup of Echo and Fire TV that also aspires to control your entertainment center. The device includes IR blasters to provide limited control over existing set-top boxes, a rare instance where Amazon is looking to help a prior technology rather than disrupt it.

    Colin and I discuss both moves, as well as the broader context that we see for the “appification of TV.” This is already happening with vMVPDs and we expect over the next couple years all major pay-TV operators will have apps for their services available on all major CTVs. For consumers this will be a huge win as they can avoid renting often outdated and expensive set-tops.

    (Note, Colin will be moderating the “Connected TV’s Ad-Supported Future” panel at the VideoNuze Online Video Ad Summit on Tuesday. Register now!)

    Listen in to learn more!


     
    Click here to listen to the podcast (24 minutes, 44 seconds)


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  • Amazon’s New Fire TV Cube Plays Nice With Pay-TV Set-Top Boxes

    Amazon launched its new Fire TV Cube this morning - logically combining an Echo device with a Fire TV. But the Fire TV Cube has higher ambitions: to be an entertainment hub, controlling compatible TVs, sounds bars, A/V receivers and even cable or satellite set-top boxes, to deliver 4K TV. The set-top box integrations mean that Amazon is positioning the Fire TV Cube as a surprising friend to pay-TV, rather than a disruptor, the company’s typical role.

    Amazon said that the Fire TV Cube is compatible with set-top boxes from Comcast, Dish and DirecTV, Spectrum, Verizon, Cox, Alice and Frontier, covering more than 90% of households with a cable or satellite subscription. The feat is accomplished through the use of IR blasters in the Fire TV Cube that can switch the input to the set-top box and then turn it on/off and change channels. I haven’t tried the Fire TV Cube yet so I don’t know how well any of this works, but my prior experiences with IR have shown it can be finicky.

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  • In Focus: Connected TVs’ Ad-Supported Future

    Our 8th annual VideoNuze Online Video Advertising Summit is coming up on Tuesday, June 12th. In the next few weeks leading up to it, I’m going to do something new - a series of posts called “In Focus,” each of which will provide a preview of one Ad Summit Session, including what I hope you’ll learn and why I think the topic is important.

    There is a ton going on in the video industry these days, and as an analyst, I’m constantly trying to identify and write about the most critical trends and news. I use the same approach in programming the Ad Summit. Hopefully the result is an outstanding day of learning for Ad Summit attendees.

    This first “In Focus” post looks at our 2:10pm session, Connected TVs’ Ad-Supported Future, which includes Rich Calacci (Chief Revenue Officer, Pluto TV), Jim Keller (VP, Sales, Hulu), Frank Sinton (Founder, Beachfront Media) and Seth Walters (VP, Demand Partnerships, Roku), with Colin Dixon (Principal Analyst, nScreenMedia) moderating.

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  • Evidence of Connected TVs’ Advertising Momentum Grows

    Connected TVs like Roku, Chromecast, Fire TV and others were originally used mainly for watching ad-free SVOD services on the big screen. But as the sheer number of ad-supported premium video apps available on CTVs has exploded, consumption has broadened considerably. All of that viewing is creating a growing volume of highly-desirable CTV ad inventory. Monetization of this inventory is starting to show up in public company financials and is likely to continue for the foreseeable future.

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  • VideoNuze Podcast #419: New Connected TV Research, Roku’s Q1 Results; Apple Video Subscriptions

    I’m pleased to present the 419th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We’re grateful to this week’s podcast sponsor, Ad-ID, which is the standard for identifying advertising assets. This week, Ad-ID, Extreme Reach, Adstream, and the IAB Tech Lab, released a paper about ad clouds and a universal asset identifier.

    (Apologies that our audio quality is a little choppy this week)

    First up, Colin discusses highlights from his new report, The Secret Life of Streamers, Part II, which details the rise of connected TV usage, especially in primetime. Colin shares some of the key data points, including how PC viewing has been eclipsed in the past year and how viewership patterns vary by country.

    Speaking of CTV usage, Roku reported a very strong Q1 ’18 earlier this week, with Platform revenues (which includes advertising and licensing), edging ahead of device sales for the first time. With Platform’s higher margins, Roku’s overall financial performance improved as well. We dig into the details.

    Finally, we touch on this week’s Bloomberg report that Apple may enable video subscriptions in its TV app. It seems like a smart move to both of us, though very late, given Amazon has been in market with its Channels program since 2015.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 25 seconds)



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  • Apple’s Plan to Offer Video Subscriptions Would Be Smart, But Way Late

    Bloomberg reported yesterday that Apple may enable video subscriptions within its TV app, which is available across iOS devices and Apple TV. It would be a smart, although very late, move by Apple to horn in on the video subscription boom. And Bloomberg correctly characterized it as an apparent copycat effort by Apple to emulate what Amazon has been doing with its Channels program since it originally launched way back in December, 2015 as the Streaming Partners Program.

    If you haven’t used Apple’s TV app, it allows single sign-on access to many cable and broadcast TV Everywhere apps, which would otherwise need to be individually authenticated, cross-app browsing, search and recommendations and multi-platform viewing. For people with an Apple TV in particular, it’s a handy app that aggregates a lot of content (including what you’ve purchased from iTunes) and in typical Apple style, presents it in a nice interface.

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  • You.i TV to Power History’s Connected TV App

    Video app technology provider You.i TV said it will power History’s new TV Everywhere app for connected TVs, using the React Native development platform. React Native is an open source, javascript application platform backed by Facebook. While originated mainly for mobile use, Trisha Cooke, You.i TV’s head of marketing, told me in a briefing that React Native is gaining momentum in CTV as well, for its ability to leverage underlying code for iOS and Android.

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  • SpotX Adds Nielsen Data for Connected TV Audience Measurement

    In another sign of how important connected TVs are becoming for ad-supported content, supply-side platform SpotX announced this morning that it is offering advertisers enhanced audience measurement for ad campaigns on connected TV devices using Nielsen data.

    Advertisers will be able to measure the unduplicated and incremental reach of their campaigns across SpotX campaigns on CTV alongside their traditional linear TV ads. Campaign measurement will include data on reach, frequency and GRPs of CTV ads. The Nielsen data will also be used for insights on CTV ads relative to desktop and mobile ads as well as linear TV.

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  • Research: Ads On Roku Drive 67% Higher Purchase Intent Than Linear TV

    Some good news this morning for advertisers and content providers trying to navigate the shift from linear TV to on-demand viewing on connected TV devices. Roku has released data from research it did with MAGNA, IPG Media Lab and 4 advertisers (Applebee’s, H&M, McCormick and Truvia), finding that video ads run on Roku were 67% more effective per exposure in driving purchase intent than those on traditional broadcast and cable TV.

    The study also found that to drive comparable brand lift, only 7 exposures were needed on Roku, vs. 10 on linear TV. Also interesting is that advertising on Roku appears to have a halo effect, with consumers considering brands that ran video ads on Roku to be twice as innovative as those just on linear TV.

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  • VideoNuze Podcast #416: Netflix’s Impressive Q1; Amazon and Best Buy Partner for Smart TVs

    I’m pleased to present the 416th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Netflix reported its Q1 ’18 results earlier this week and once again the performance was very strong, with revenue up 43% and average paid streaming subscribers up 25% to 125 million globally. Colin and I discuss what’s driving the company. With 55.1 million paid U.S. subscribers at the end of Q1, it’s possible that Netflix will hit 60 million by the end of 2018, which is the low end of the range of 60-90 million the company has long said it believed it could achieve.

    We then turn to discussing Amazon’s new deal with Best Buy for its “Fire TV Edition” smart TVs, which were announced earlier this week. We agree that the move is yet another aggressive step in Amazon’s goal to dominate both the living room and whole home. Amazon’s CEO Jeff Bezos also announced this week that Prime has hit 100 million subscribers with video continuing to drive acquisition and retention. Colin and I both see Amazon expanding further by launching a skinny bundle pay-TV service sometime in 2018.

    Listen in to learn more!
     
    Click here to listen to the podcast (24 minutes, 7 seconds)



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  • Amazon Pushes Into Smart TVs With Rival Best Buy as Unlikely Partner

    Amazon is making a major push into smart TVs, with rival Best Buy as an unlikely partner. The companies announced that Best Buy will introduce more than ten 4K and HD “Fire TV Edition” TVs from Toshiba this summer and in-house brand Insignia later this year. Best Buy has had a deal with Roku for its Insignia line, which will now end. Amazon has had a Fire TV Edition model with Element that is being discontinued.

    The new Fire TV Edition TVs will be sold exclusively in Best Buy physical stores, on BestBuy.com and from Best Buy as a third-party seller on Amazon.

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  • 5 Soundbites from NABShow Online Video Program

    Yesterday I produced the Online Video Program at the NABShow in Las Vegas. It was a great day of learning, with 30+ speakers on 8 sessions focusing on the rise of OTT. There were many highlights, but to be brief, below I’ve summarized 5 soundbites that hit my radar:

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  • VideoNuze Podcast #414: DVDs Fade Out; 4K Streaming Hits Data Caps

    I’m pleased to present the 414th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    DVDs have been fading for years now, as viewers shift to streaming alternatives. This week marked another milestone in that evolution as Oppo, which made high-end DVD players, announced it was shutting down its manufacturing. Colin shares the statistics on DVDs’ decline and how inexpensive smart TVs and connected TV devices that support both UHD/4K and HDR have gained share.

    However, the downside of streaming UHD/4K content is that it uses up a ton of bandwidth. Colin shares his personal story of almost exceeding his 1 TB/month data cap and the math behind how easy it is to do that when consuming UHD/4K content. He also explains the challenge of controlling the quality of what stream is delivered and how to overcome it.

    Listen in to learn more!
     
    Click here to listen to the podcast (21 minutes, 26 seconds)



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