IBM Cloud Video - leaderboard - 8-16-17

Analysis for 'Podcasts'

  • VideoNuze Podcast #384: Rounding Up the Week’s Top News

    I’m pleased to present the 384th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    On today’s podcast, Colin and I first discuss Q2 ’17 pay-TV video subscriber results. Skinny bundles played a big part in offsetting accelerating losses in traditional multichannel services. Will this continue and if so what are the implications?

    We then dig into the DVD market’s decline which was further accelerated this week when Amazon decided to close down its LOVEFiLM DVD-by-mail business in several European countries. Colin notes that Netflix’s DVD business has had a huge drop-off also and he speculates whether it too might get cut loose. On the bright side, Redbox re-upped its deal with Lionsgate, showing that DVDs still have a bit of life left.

    Finally, Apple was back in the news this week, reportedly allocating $1 billion for original TV shows. We speculate on whether this will be successful and what challenges Apple will face.

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  • VideoNuze Podcast #383: Disney’s Blundered 2012 Netflix Deal Comes Home to Roost

    I’m pleased to present the 383rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    On today’s podcast, Colin and I discuss how Disney’s blundered 2012 content deal with Netflix has now come home to roost. Even though Disney’s content was only activated on Netflix last year, this week Disney announced it won’t renew the Netflix deal and will instead launch its own entertainment-focused SVOD service - but not until it’s able to in 2019.

    Colin and I agree that 2019 is a lifetime away given how fast the video world is moving. Importantly, the competitive environment for kids programming is already very crowded and will only intensify over the next 2 years as others’ investments accelerate. While Disney’s content is the gold standard, for many reasons we discuss, the company success in SVOD is far from assured.

    Disney painting itself into a corner is a textbook example of the consequences of prioritizing short-term gains over long-term strategic flexibility. Though the original Netflix deal was done in 2012, its ramifications will reverberate for years to come.

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  • VideoNuze Podcast #382: Digging Into CBS All Access and Star Trek Premiere

    I’m pleased to present the 382nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    It’s been a little while since Colin and I last discussed CBS All Access, which now has approximately 1.5 million subscribers. But with the launch of “Star Trek: Discovery” coming on September 24th (first episode on-air, then exclusively on All Access), the timing is good to dig into its place in the market and the role of originals.

    Interestingly, Colin and I have differing views on almost everything related to CBS All Access; he sees their progress to date as modest (whereas I’m more impressed), but he thinks Star Trek alone could boost subscribers all the way to the 4 million point, which is the 2020 goal (whereas I’m much more cautious), and he sees All Access as threatening to CBS’s local affiliates (whereas I think they’ve largely been brought under the tent).

    Most of all, Colin believes Star Trek is a relatively risky move by the company, while I see it as taking a page from a playbook well-established by Netflix and others who have used originals to methodically build their businesses.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 23 seconds)
     


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  • VideoNuze Podcast #381: Inside Comcast's and AT&T's Q2 Video Results and the Role of Skinny Bundles

    I’m pleased to present the 381st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we discuss both Comcast’s and AT&T’s Q2 ’17 video subscriber results, which were dramatically different, and what we see as the implications.

    First, Comcast, lost 34K residential video subs in Q2 ’17, as compared with losing just 4K in Q2 ’16.  Colin and I differ in our interpretation, with him more concerned that Comcast’s streak with X1 has likely run its course. I’m more sanguine because as I look more broadly, over the past 4 quarters, Comcast has managed to turn in exceptional performance in the face of massive cord-cutting headwinds.

    By contrast, AT&T’s core video businesses - Uverse and DirecTV - have been hemorrhaging subscribers over the past year, and Q2 highlights how deeply discounted and bundled DirecTV Now is the only bright spot in video for AT&T.  But as I explain, the company’s willingness to all but give away its skinny bundle to preserve its wireless business has potentially profound long-term consequences for the entire pay-TV industry, with Amazon increasingly well-positioned to be a big winner.

    Listen in to learn more!
     
    Click here to listen to the podcast (25 minutes, 27 seconds)


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  • VideoNuze Podcast #380: What's Really Behind Netflix's Q2 Subscriber Spike?

    I’m pleased to present the 380th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Earlier this week Netflix reported its Q2 ’17 results, with domestic and international subscriber additions exceeding even the most optimistic Wall St. forecasts. But as Colin and I discuss, it is extremely murky what actually drove the strong performance. In fact, Netflix’s Q2 ’17 varied dramatically from prior years, creating a roller-coaster feel that makes it almost impossible to predict where Netflix is heading next.

    Highlighting the confusion is that Netflix management again emphasized the role of its original content in driving the Q2 numbers. Yet independent research just a couple months ago indicated that in Q1 ’17, 85% of Netflix’s U.S. streams were actually licensed content, despite the many billions the company has invested in originals. To top it off, Colin reports that he repeatedly hears industry friends say “there’s nothing on Netflix to watch.”

    There’s no question Q2 reinvigorated the Netflix growth story. But what’s behind that story feels harder to understand than ever.

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    Click here to listen to the podcast (24 minutes, 32 seconds)



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  • VideoNuze Podcast #379: Connected TVs Grow in Importance

    I’m pleased to present the 379th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast Colin and I discuss recently released data from Nielsen, Parks Associates and Roku, which all underscore the growing momentum of connected TVs.

    Colin’s analysis of Nielsen’s data shows that across all viewers, connected TV device viewing has increased from .4 hours per week in Q1 ’14 to 2 hours 30 minutes per week in Q1 ’17. Zeroing in specifically on users with connected TVs, the view time nearly quadruples.

    The Parks data reinforces these trends, finding that 50% of U.S. broadband users are watching video on TV, using their connected TV devices (separate industry data has indicated over 70% of U.S. homes actually have at least one connected TV). The big 3 services (Netflix, Amazon and Hulu) continue to dominate, but Parks noted that certain niche SVOD services are gaining real traction.

    Finally, Colin shares his analysis of Roku’s new data on times spent with the device. Roku’s numbers are noteworthy because they’re the only connected TV device that self-reports any usage data.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 34 seconds)



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  • VideoNuze Podcast #378: Turner Classic Movies Emphasizes Community; AMC Premiere’s Opportunity

    I’m pleased to present the 378th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, Colin shares reactions to a presentation he attended by Jennifer Dorian, GM of Turner Classic Movies and FilmStruck about how TCM is focusing on its core fans to build community and strengthen its brand. Colin was very impressed with the range of initiatives TCM is taking as examples of how a traditional cable TV network can deepen its relationships with viewers.  

    We then transition to discuss AMC Premiere, the new $4.99 per month service recently launched by AMC and Comcast allowing ad-free viewing of current season programs. I really like the fact that the companies are experimenting with a new business model, but as I wrote, based on other similar services, I’m not super-confident that there is huge pent-up demand to pay extra to avoid ads, especially since the programming available is limited.

    Listen in to learn more!
     
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  • VideoNuze Podcast #377: NBC’s Premier League Pass; Sinclair’s ATSC 3.0 Vision

    I’m pleased to present the 377th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we start by discussing NBC Sports’ new “Premier League Pass,” which I wrote about a couple days ago. Colin and I agree that Premier League Pass is a clever way for NBC Sports to provide access to cord-cutters and cord-nevers. Going forward, we both like the idea of an “Olympics Pass” as well. Combined with AMC Premiere, which Comcast and AMC announced yesterday, it’s clear established media companies are innovating to offer more flexible access to viewers.

    Colin then shares his reactions to an interesting presentation by Chris Ripley, President and CEO of Sinclair Broadcast Group, on the company’s ATSC 3.0 vision. I’ll admit this is not a topic I’ve followed too closely, but as Colin explains, Sinclair sees ATSC 3.0 as an entirely new delivery infrastructure it can use to deliver all kinds of services. Important to keep in mind, all of this is still very long-term.

    (Note, the audio quality is a bit low this week with Colin being out of office when we recorded)

    Listen in to learn more!
     
    Click here to listen to the podcast (24 minutes, 42 seconds)



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  • VideoNuze Podcast #376: Proving Value of Streaming Quality; Apple’s Video Mystery

    I’m pleased to present the 376th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we start by discussing research Akamai released this week with Sensum, proving in how streaming video delivered in high quality results in improved satisfaction. Colin and I wrote about it here and here. It’s further evidence of how viewers’ expectations have been set by TV’s quality. Viewers clearly react to quality deficiencies.

    Then we transition to talking about Apple and its hiring late last week of 2 producers who were formerly presidents of Sony Pictures Television. On Monday I wrote how this is a positive step, but still missing was any sense of Apple’s overall video strategy or business model. We debate what Apple might do, and also wonder about what private assurance may have been given to the producers to induce them to move to Apple.

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    Click here to listen to the podcast (24 minutes, 40 seconds)



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  • VideoNuze Podcast #375: Interview With FreeWheel’s Mike Lawlor on Q1 VMR

    I’m pleased to present the 375th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we’re excited to have Mike Lawlor, FreeWheel’s SVP of Client Services, join us to dig into the company’s Q1 ’17 Video Monetization Report, which it released on Wednesday at the VideoNuze Ad Summit.

    First up, we talk about the meteoric growth in OTT devices, which when coupled with set-top box video, means nearly half of all ad views in premium video now occur on TVs. FreeWheel calls this the “new living room” and Mike describes the drivers of this growth and what it means for programmers and advertisers.

    Overall, it was the 25th straight quarter of double digit percentage growth for online video, and we discuss whether this amazing streak will continue. We cover a lot of other ground, including what types of programming viewers are watching, what role programmatic is playing for premium video, the importance of improving the viewers’ ad experiences and much more.

    FreeWheel’s VMR continues to be an incredibly valuable piece of research, helping industry analysts and executives better understand how disruption is playing out. The VMR is available as a complimentary download.

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  • VideoNuze Podcast #374: Digging Into Cisco’s Video Forecast; Video Apps Need Merchandising Mindset

    I’m pleased to present the 374th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we start by digging into Cisco’s Visual Networking Index forecast which both Colin and I covered this week (here and here). As usual, Cisco believes that video will dominate all Internet traffic, but now also sees live as poised to account for 13% of overall video. We explore this and other facets of the forecast.

    We then turn our attention to how developers of video apps must have more of a “merchandising mindset” to dynamically customize experiences based on viewers’ preferences and business objectives Colin recently published a white paper on the topic and we discuss some of the highlights as well as the challenges of creating and updating apps across numerous platforms.

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  • VideoNuze Podcast #373: BBC-Twitter, More On Facebook’s Video Plans

    I’m pleased to present the 373rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, Colin shares his thoughts on the BBC’s new partnership with Twitter to stream coverage of the upcoming U.K. election. We agree this seems strategic for both companies and picks up on Twitter’s work in the U.S. election. As Colin points it, Twitter gives BBC access to critical younger audiences. For Twitter, the BBC deal also follows its recently announced partnership with Bloomberg.

    Then we turn our attention back to Facebook video, which we discussed on last week’s podcast. News that A&E, MTV and WGN are all cutting back on scripted originals in the face of SVOD companies’ mounting investments got us wondering exactly what Facebook will get for its $250K per episode (which Mike Shields at BI also raised). Given the middling success AOL, YouTube and others have had with originals, the question of how Facebook will differentiate is intriguing.

    Listen in to learn more!
     
    Click here to listen to the podcast (20 minutes, 40 seconds)
     


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  • VideoNuze Podcast #372: Weekly Wrap-up: Viacom’s Skinny Bundle, Facebook TV, Amazon Channels Goes International, Snapchat Shows Gain

    I’m pleased to present the 372nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we discuss 4 stories that caught our attention in recent days. First, Viacom’s plan to anchor an entertainment-only skinny bundle without sports or news networks. Colin and I are intrigued, but for a variety of reasons are skeptical Viacom is the right company to lead this.

    Next we turn to Facebook, which has made no secret of its interest in pursuing longer-form video. This week brought news of its initial partnerships and potential business models.

    We then discuss Amazon Channels expansion into the UK and Germany this week, building on the US model for Prime users to easily subscribe to various SVOD services. Both of us have been very bullish on Channels for a while and see lots of potential for it in other geographies.

    Finally we dig into Snapchat Shows, the fast-growing social network’s plan to enlist multiple media companies to make vertical videos. Variety did a really good roundup of all the activity earlier this week, which suggests substantial progress.

    Listen in to learn more!
     
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  • VideoNuze Podcast #371: Pay-TV Losses Are Being Driven By More Than Just Cord-Cutting

    I’m pleased to present the 371st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    The persistent media narrative around pay-TV cord-cutting has gained a lot of traction in the past few weeks as it became clear that the industry lost 700,000-800,000 traditional multichannel video subscribers in Q1 ’17, the first time a first quarter loss has ever occurred.

    But pay-TV’s losses are attributable to key factors beyond cord-cutting as our guest this week, Bruce Leichtman, president of Leichtman Research Group, and a premier industry analyst, explains. Bruce reveals why the Q1 loss in fact has more to do with specific pay-TV providers (primarily Dish Network) cutting back on new subscriber promotions. This reduction in “top of the funnel” additions ultimately flows into the net subscriber numbers.

    While cord-cutting is indeed ticking up, Bruce walks us through his analysis of why the industry’s dynamics are more nuanced than most media reports suggest. We also dig into the role of connected TVs, the prospects for skinny bundles, SVOD’s impact and how Comcast in particular is bucking industry trends using X1. Bruce also discusses the significance of there now being more broadband subscribers than video subscribers in the U.S.

    (Apologies in advance, the recording is a bit scratchy as we were in 3 locations and had some WiFi challenges.)

    Listen in to learn more!
     
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  • VideoNuze Podcast #370: On the Cusp of a Video Explosion

    I’m pleased to present the 370th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Earlier this week, in “A World Awash in Video - Part 2,” I argued that we are on the cusp a massive explosion in the amount of video being produced, as major companies across the ecosystem put video at the top of their strategic priorities.

    In today’s podcast, Colin and I explore the topic further, specifically digging into how multiple business models are driving the video boom. Colin shares recent data points focused on how well Google and Facebook monetize their users, which feeds into why video is so central to both companies’ plans.

    Many of the monetization topics will be discussed in depth at our 7th annual VideoNuze Online Video Ad Summit on Wed., June 14th in NYC. Early bird discounted registration is available, save $100 now!

    Listen in to learn more!
     
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  • VideoNuze Podcast #369: First Impressions of Hulu With Live TV

    I’m pleased to present the 369th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First, we’d like to thank this week’s podcast sponsor Brightcove,  which has their annual PLAY conference coming up in Boston the week of May 22nd. It’s a great show with lots of valuable sessions. I’ll be interviewing Stacey Shepatin, EVP, Director of National Video Investments at Trillia / Hill Holliday in a spotlight session focusing on the changing world of premium video ad buying. Learn more here and note, the first 50 visitors receive a Brightcove PLAY t-shirt!

    Earlier this week, Hulu With Live TV launched in beta, a year after initial reports about it surfaced. On today’s podcast we discuss some of the pros and cons of Hulu With Live TV and how it compares in the ultra-crowded skinny bundle market. Colin was also able to take Hulu With Live TV for a quick spin and shares his initial impressions of the service, particularly how it stacks up against DirecTV Now, which he’s been using for a while.

    Listen in to learn more!
     
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  • VideoNuze Podcast #368: Debriefing NABShow

    I’m pleased to present the 368th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Colin and I were both at the NABShow in Las Vegas earlier this week and on this week’s podcast we share some of our observations. Colin sees the industry moving from blocking and tackling to a focus on making digital business models work and he provides a number of examples.

    I observed a similar theme, especially in recent research data that I highlight which shows the new normal of video consumption. I also share points from a keynote interview I did at NAB with Jim Lanzone, Chief Digital Officer of CBS, in which Jim explained how the company has transitioned from its broadcast roots to being a digital media powerhouse with its All Access and CBSN services leading the way.

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  • VideoNuze Podcast #367: Netflix Falls Short in Q1; Data Comes to TV Ads

    I’m pleased to present the 367th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Once again, we’d like to thank our podcast sponsor Akamai Technologies, which will show its Media Acceleration capabilities and range of cloud-based solutions at the NABShow in Las Vegas, in booth SL3324. There's still time to schedule a meeting.

    First up on this week’s podcast we discuss Netflix’s Q1 earnings which were released earlier this week. Netflix came up a bit short of its own forecasts for both domestic and international subscribers. Colin provides his analysis of what happened and what might be ahead for Netflix in 2017.

    Then we shift gears to discuss how TV advertising is increasingly about data-enablement. I share further details on my post yesterday on Videology’s research, and also explain iSpot.tv’s new conversion solution. TV is in a race to provide improved targeting and better ROI to advertisers who are being avidly pursued by Google, Facebook and other digital competitors.  

    Listen in to learn more!
     
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  • VideoNuze Podcast #366: Are More Online TV Services Coming Soon?

    I’m pleased to present the 366th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Once again, we’d like to thank our podcast sponsor Akamai Technologies, which will show its Media Acceleration capabilities and range of cloud-based solutions at the NABShow in Las Vegas, in booth SL3324. Click here to schedule a meeting.

    This week rumors of two more online TV services surfaced on Bloomberg - one is an alliance of AMC, Discovery and Viacom and the other, from NBCU, would include programs from the company’s broadcast and cable TV networks. Both services appear to be in the mold of CBS All Access, with the AMC/Discovery/Viacom service being positioned as a sports-free and offered by pay-TV providers. Bloomberg said it was too early to tell whether sports or a linear feed of NBC would be included in the second.

    At first blush, Colin and I are intrigued by both as they appear to target “entertainment-only” viewers who don’t care about sports. Netflix and Amazon, among others have been super-successful targeting this entertainment-onlys and we both believe there’s still growth available for additional services. We discuss the opportunity as well as potential stumbling blocks in this week’s podcast.

    Listen in to learn more!
     
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  • VideoNuze Podcast #365: Exploring Amazon Prime’s Vast Potential in Video

    I’m pleased to present the 365th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First, we’d like to thank our podcast sponsor Akamai Technologies, which will show its Media Acceleration capabilities and range of cloud-based solutions at the NABShow in Las Vegas, in booth SL3324. Click here to schedule a meeting.

    On this week’s podcast, Colin and I discuss Amazon’s burgeoning role in video and how Amazon Prime’s unique model gives the company unprecedented advantages. Prime’s power was on full display earlier this week when Amazon nabbed the rights to the NFL’s Thursday Night Football package for $50 million, 5 times more than what Twitter paid last season.

    Colin and I agree that Amazon’s ability to view video investments as drivers for Prime membership retention/acquisition and ultimately increased commerce is a huge threat to everyone in the industry. Colin shares research on how the world is starting to wake up to this, though we believe that Amazon’s video potential is nowhere close to being fully appreciated yet.

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