Akamai leaderboard - 11-10-16

Analysis for 'Podcasts'

  • VideoNuze Podcast #349: DirecTV Now Has Potential and Limitations

    I'm pleased to present the 349th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    DirecTV Now, the latest skinny bundle to launch, was unveiled on Monday. In this week’s podcast, Colin and I provide our initial assessment. Given AT&T CEO Randall Stephenson’s bold reveal a few weeks ago that it would include over a 100 channels for just $35/month, there’s been a lot of anticipation that DirecTV Now could be a genuine industry disruptor.

    Well, it turns out the 100+ channels are actually available at $60/month (the “Go Big” tier), though temporarily on special for $35/month. However, the base tier (“Live a Little”), which includes 60+ channels, turns out to be pretty decent itself, especially with a very aggressive $5/month HBO offer. What’s gained by moving up to Go Big for an extra $25 is actually not that impressive.

    Still, as we discuss, with no DVR, limited VOD, scarce broadcast TV (and no CBS at all) and a 2-stream cap, DirecTV Now feels like a niche product. At least for now, that means it will have little impact on incumbent pay-TV operators, tamping down concerns it could roil the industry. Skinny bundles still have lots of challenges, though 2017 is going to be an active year, especially with Hulu and YouTube coming, so it will be worth keeping a close eye on whole category.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 43 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 - 11-10-16
  • VideoNuze Podcast #348: Cord-Cutting Update; How Do Ads Fit Into Video’s Future?

    I'm pleased to present the 348th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    We lead off this week with a cord-cutting update, based on reported Q3’16 results from the 11 largest pay-TV operators in the U.S. Video subscriber losses expanded a bit, to 255K in Q3 ’16 vs. 210K in Q3 ’15, with a continuing shift to cable operators and away from satellite and telco. As I wrote on Wednesday, depending on how the DirecTV Now, Hulu and YouTube skinny bundle launches in 2017, subscriber losses could accelerate.

    We then shift to discussing new TiVo survey data that provides insights about online video viewers’ tolerance for ads. As Colin points out, despite respondents stating they have a low tolerance, their behavior suggests otherwise. That suggests there’s more potential for ad-supported premium video, in addition to the SVOD model that has thrived.  

    Speaking of ads, I also point out the surprising research from Brightcove this week, that 46% of people who watched a branded video on a social platform then made a purchase. That’s the kind of performance that gets marketers’ attention and could portend an increase of more TV ad dollars moving to social.

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

     
  • Extreme Reach - full banner - 12-5-16
  • VideoNuze Podcast #347: Facebook’s Video Ambitions

    I'm pleased to present the 347th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we discuss Facebook’s video ambitions. Colin was in London at the OTT TV World Summit where he saw a fascinating presentation by Matthew Corbin, who’s in global product marketing for Facebook. Colin shares highlights of what he learned, including how Facebook thinks of itself as the “world’s discovery agent.” Matthew said Facebook thinks of itself “not as a broadcast network, but as a network of broadcasters,” which feels like an apt description. Combined with Facebook’s targeting capabilities, this translates to lots of potential.

    On Facebook’s Q3 ’16 earnings call, CEO Mark Zuckerberg also highlighted how he wants video to be at the center of all of Facebook’s apps and services. It’s becoming clearer that the primary way Facebook is going to be able to continue its torrid revenue growth is by shifting over more TV ad spending, hence the push toward video.

    After discussing Facebook, we shift gears and spend 5 minutes reviewing the excellent Comcast-Netflix integration which I wrote about earlier this week.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 26 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!

     
  • IBM Cloud Video - full banner - 12-8-16
  • VideoNuze Podcast #346: Is YouTube’s Own Success Hurting YouTube Red’s Prospects?

    I'm pleased to present the 346th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week Colin and I discuss YouTube’s continued success, picking up on my post from earlier this week. Google’s executive team highlighted YouTube’s contribution to the company’ Q3 ’16 financial results. One of the big reasons is the viewer- and advertiser-friendly TrueView ad format, which can be skipped in 5 seconds.

    But TrueView’s popularity has created a high bar for ad-free subscription services based on YouTube content, to succeed. Vessel was one victim and now even YouTube’s own YouTube Red SVOD service, which has a reported 1.5 million subscribers, is under the same pressure. Colin and I explore the issues YouTube Red faces.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 58 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!

     
  • Extreme Reach - full banner - 12-5-16
  • VideoNuze Podcast #345: At $35 Per Month, Is DirecTV Now Going to Disrupt the Pay-TV Industry?

    I'm pleased to present the 345th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    What a week it’s been. Google Fiber’s expansion being put on hold. Vessel sold off just for its technology to Verizon. Twitter planning to close Vine. And yet, none of those are the big story of the week for today’s podcast.

    Rather, we dig into the news that DirecTV Now will be priced at just $35/month, a level which virtually guarantees it will be a money-loser from day 1 for AT&T. Worse, it runs the risk of cannibalizing high-margin existing pay-TV subscribers from both DirecTV and other pay-TV operators. We don’t know yet which “100+ premium” channels will be in DirecTV Now, but if they include most of what people are currently paying 2-3 times as much for per month, it could be very disruptive.

    More broadly we discuss AT&T’s pay-TV strategy, the DirecTV acquisition last year and now the pending Time Warner deal. All of it is a real head-scratcher for me.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 40 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 - 11-10-16
  • VideoNuze Podcast #344: A Busy Week in the Video Industry

    I'm pleased to present the 344th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week was busier than usual in the video industry and on today’s podcast, Colin and I discuss a number of news items that hit our radar. First we talk about the new Google-CBS deal for the upcoming Unplugged skinny bundle. Next up is VUDU’s Movies on Us, new free, ad-supported VOD service which we both think has potential. We then dig into Facebook’s new feature for advance scheduling and promoting live broadcasts. Finally we review LeEco’s new content and TVs (Colin attended the company’s big launch event this week.)

    Clearly there was a lot happening this week as major players in the video industry continue jockeying for position. One news item that broke after we recorded is the rumor about AT&T acquiring Time Warner. That type of deal would be straight out of the Comcast-NBCU playbook and could trigger even more distribution-content tie-ups.

    Listen in to learn more!
     
    Click here to listen to the podcast (26 minutes, 17 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!

     
  • IBM Cloud Video - full banner - 12-8-16
  • VideoNuze Podcast #343: Is SVOD Behind the NFL’s Ratings Decline?

    I'm pleased to present the 343rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    As has been widely reported, TV audiences for NFL football games have decreased this season, in some cases by double-digit percentages. That has a lot of people wondering what’s going on, Colin and me included.  

    In this week’s podcast, we discuss the various explanations that have been raised, most notably interest in the presidential election. But, politics aside, we both wonder whether the proliferation of viewing choices from SVOD and other sources are now having an impact. We’ll know more when we see the NFL ratings post-election.

    All of this matters because sports (and the NFL specifically) have been critical to the value of pay-TV subscriptions and advertising, which depends on live viewing. If sports viewing declines, that would further upset TV’s value proposition.

    Listen in to learn more!
     
    Click here to listen to the podcast (21 minutes, 2 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 - 11-10-16
  • VideoNuze Podcast #342: Will Amazon’s SVOD Partnering Success Prompt Others to Follow Its Model?

    I'm pleased to present the 342nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Earlier this week I wrote about the success Amazon is having with its Streaming Partners Program, which now includes 75 different SVOD services, likely representing about three-quarters of all SVOD offerings in the U.S. As I explain on the podcast, the program appears to be a win for all parties, including viewers.

    Colin is enthusiastic as well, noting he’s signed up for 3 different services already. Amazon’s early aggregation success will likely lead to others to follow its model, and one example that’s hit Colin’s radar is VRV ("verve"). Colin shares details about VRV’s strategy and why Mondo Media, a successful adult animation creator, just signed up with VRV.  

    Listen in to learn more!
     
    Click here to listen to the podcast (21 minutes, 12 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!

     
  • Comcast - full banner - 12-5-16
  • VideoNuze Podcast #341: Video Viewing Behavior Shifts; Downloading’s Value

    I'm pleased to present the 341st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Over the past few years, online video viewing has become a completely mainstream activity. There are no better indicators of this shift than viewers’ adoption of mobile and connected TV devices for watching increasingly long-form entertainment programming. Yesterday’s FreeWheel VMR for Q2 ’16 revealed key data around these trends, which Colin and I dig into today.

    Critical for mobile video viewing (which we explored in depth on last week’s podcast) to expand further is improving viewing experiences. This is being addressed in lots of ways, and I continue to believe that downloading, for offline viewing, is one of the main solutions. Colin and I also discuss the value of downloading, in the context of YouTube Go, a new offline viewing app launched earlier this week.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 56 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!

     
  • Extreme Reach - full banner - 12-5-16
  • VideoNuze Podcast #340: Mobile Video Soars, With Big Changes Ahead in 2017

    I'm pleased to present the 340th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we return to the topic of mobile video, which we last discussed in June. Mobile video has reached a milestone, according to new Ooyala data, reaching nearly 51% of all video views, which is 10 times greater share than just 4 years ago.

    Mobile video has soared mainly due to the proliferation of smartphones. However monthly data caps have curbed mobile video, as users have learned how expensive exceeding their plans can be. This is why T-Mobile’s “Binge-On” has been so popular and why we’re now seeing the advent of other “zero-rated” services like DirecTV Now.

    But as Colin and I discuss, mobile video could get a big boost in 2017 as Comcast and Charter both announced this week they’ll enter the mobile business (here and here). Because they’ll be leveraging millions of their WiFi hotspots, they will likely be able to not only offer bigger data plans, but also charge subscribers less by bundling mobile phone with other services.

    (Note, one clarification - I said I didn’t know of any video service on Verizon Wireless that is zero-rated, but in fact Go90 is.)

    Listen in to learn more
     
    Click here to listen to the podcast (21 minutes, 51 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 - 11-10-16
  • VideoNuze Podcast #339: Turner Moves Toward Direct-to-Consumer; Tough Realities for Skinny Bundles

    I'm pleased to present the 339th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week we discuss Time Warner’s investment earlier this week in You.i TV, a video app development platform. Colin notes that the acquisition furthers Turner’s strategy of owning its own technology and going direct-to-consumer. From my standpoint, You.i TV is critical in streamlining Turner’s app development across multiple connected devices, where viewing is migrating.

    We then transition to talking about skinny bundle research from Altman Vilandrie & Co., which I wrote about yesterday. The data confirmed my skepticism about how difficult it will be for skinny bundle providers to offer sufficiently comprehensive channel lineups while still enticing subscribers with cost savings. We dig into some of the most salient data points.

    (apologies, the recording quality was a little sub-par this week)

    Listen now to learn more!

    Click here to listen to the podcast (22 minutes, 16 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 - 11-10-16
  • VideoNuze Podcast #338: The Rise of Dumb Authentication Services and Amazon’s Disruptive Role

    I'm pleased to present the 338th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Today we first dig into an idea Colin outlined earlier this week, that pay-TV could become a “dumb authentication service” as the trend of subscribers migrating their TV viewing away from set-top boxes and toward authenticated TV apps on connected TV devices gains momentum. This is an important shift that is already happening for many people (listen to our podcast 2 weeks ago for more).

    In this model pay-TV operators still continue to authenticate viewers and manage billing, but do little else. In fact, the FCC’s current plans to “unlock the box” mean the scenario has even more credibility. We agree that’s a precarious place for operators to be and opens up opportunities for disruptors, like Amazon.

    Speaking of Amazon, just this week it made 2 important updates to its Fire TV devices which reinforce the growing role the company is playing in the SVOD and TV ecosystems and why it so well-positioned. Building on this, just today Bloomberg reported Amazon is now eyeing live sports deals, which would push it even further into pay-TV’s turf.

    Listen now to learn more!

    Click here to listen to the podcast (23 minutes, 32 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!

     
  • Comcast - full banner - 12-5-16
  • VideoNuze Podcast #337: TV Everywhere Viewing Migrates to Connected TVs

    I'm pleased to present the 337th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week Colin and I discuss the highlights of Adobe’s new Q2 2016 TV Everywhere report. The headline data point is that 44% of time spent viewing TV Everywhere is actually happening via connected TV devices in the home. That’s up from 27% in Q2 ’15. Whereas TV Everywhere was touted as an on-the-go viewing feature, the new data suggests that most viewers instead look at it as a more convenient way to watch TV at home.

    With the surge in connected TV viewing, browser-based time spent viewing share fell from 33% a year ago to 16% in Q2 ’16. Android was up from 11% to 13%, whereas iOS was down from 29% to 27%. More broadly, using Adobe’s data, Colin shares his calculations about how much TV Everywhere’s momentum slowed in Q2 ’16.

    Listen now to learn more!

    Click here to listen to the podcast (20 minutes, 35 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!

     
  • Extreme Reach - full banner - 12-5-16
  • VideoNuze Podcast #336: Olympics Viewing Shifts to Online

    I'm pleased to present the 336th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Like tens of millions of others, Colin and I have been watching our fair share of the Olympics. And like lots of others as well, instead of watching on linear TV, much of our viewing has been via the NBC app. Although linear TV viewing of the Olympics is down this year, NBC has reported that over 2 billion minutes have been streamed.

    That reflects a broader shift in viewing behavior over the last few years as consumers move from linear to on-demand viewing using various devices. Colin and discuss the implications of this and what we might see in 2020.

    Listen now to learn more!

    Click here to listen to the podcast (23 minutes, 44 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!

     
  • IBM Cloud Video - full banner - 12-8-16
  • VideoNuze Podcast #335: Disney Bets on BAMTech; Hulu Cuts Loose Free Service

    I'm pleased to present the 335th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, Colin and I dig into Disney’s new $1 billion investment in BAMTech, the technology spin-off of Major League Baseball Advanced Media. We both like the move as it further positions Disney to capitalize on online delivery, while protecting itself from ongoing changes in viewers’ behavior. In this case, Disney’s sheer size gives it the resources to keep its options open.

    Next up, Colin and I were both surprised by Hulu’s move earlier this week to jettison its free, ad-supported viewing service to a new partnership with Yahoo. Colin wrote a great piece earlier this week listing the 5 most important reasons why he thinks this was a mistake, which we discuss. Hulu continues evolving away from its roots, as it prepares to launch its skinny bundle next year, which brings its own set of challenges.

    Listen now to learn more!

    Click here to listen to the podcast (23 minutes, 51 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!

     
  • Extreme Reach - full banner - 12-5-16
  • VideoNuze Podcast #334: Debating Whether Hulu’s Skinny Bundle Makes Sense (Part 2)

    I'm pleased to present the 334th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    In this week’s podcast, Colin and continue the debate we began back in early May (see here) about whether Hulu’s “skinny bundle” makes sense. We took up the debate again because earlier this week Time Warner announced that it was acquiring a 10% interest in Hulu and that its ad-supported cable networks would be included in the skinny bundle.

    As I wrote on Wednesday, the deal seems to muddy Hulu’s skinny bundle proposition further. With all of the TW networks included, Hulu’s cost of programming also rises, in turn driving up the skinny bundle’s retail price. If the bundle ends up starting at $40, $50 or $60 per month, it won’t be able to create meaningful cost savings vs. pay-TV. Even with TW’s networks, there’s still the “Swiss cheese” risk inherent to all skinny bundles - not offering enough breadth to satisfy a family. If all that isn’t enough, Hulu will be competing with its best customers, a very risky approach.

    Colin disagrees and thinks this is a big opportunity for networks to take more control of their destiny. Colin argues that given all the uncertainty of the video market, being able to experiment and get actionable insights from viewer data is valuable. In short, he only sees upside opportunity.

    It’s a great debate and we’re both very eager to see how the Hulu skinny bundle will actually look when it’s introduced.

    Listen now to learn more!

    Click here to listen to the podcast (24 minutes, 2 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!

     
  • Comcast - full banner - 12-5-16
  • VideoNuze Podcast #333: Assessing Facebook’s Video-First Opportunities and Challenges

    I'm pleased to present the 333rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Facebook’s blowout Q2 earnings this week attest to how thoroughly the company is capitalizing on mobile. But with its intention to become video-first, Facebook is now embarking on a whole new set of challenges and opportunities, most particularly around monetization, where the company’s massive scale and unique targeting offsets its avoidance of pre-rolls, the workhorse video ad unit.

    In today’s podcast, Colin and I further assess Facebook’s video content initiatives (especially Facebook Live) and how they will be monetized. We also contrast Facebook’s live-streaming media partnerships with those of Twitter, which is very focused on live sports and becoming the place for digital water-cooler conversations around them.

    Listen now to learn more!

    Click here to listen to the podcast (22 minutes, 6 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!

     
  • IBM Cloud Video - full banner - 12-8-16
  • VideoNuze Podcast #332: Understanding Netflix’s Sputtering Subscriber Growth

    I'm pleased to present the 332nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Earlier this week Netflix released its Q2 ’16 results, showing abysmal subscriber growth both domestically and internationally. Netflix largely blamed the downturns on rate increases that kicked in for longer-term subscribers and the media coverage of them.

    In today’s podcast, Colin and I dig into what we believe is happening. As we both wrote earlier this week (here and here), competition and market saturation are playing a big role, resulting in much more fragile subscriber retention. Meanwhile Netflix may have miscalculated just how big the international opportunity really is, especially in newer markets. In particular, we’re both mystified how Netflix could have launched in 130 countries in January, and yet seen international subscriber additions decline by 36% year-over-year.

    Overall, it’s an incredibly murky picture and the next few quarters will be pivotal in understanding how much growth still lies ahead for Netflix.

    Listen now to learn more!

    Click here to listen to the podcast (24 minutes, 20 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!

     
  • Comcast - full banner - 12-5-16
  • VideoNuze Podcast #331: Broadcast TV Networks are Taking Different Approaches to Online Video

    I'm pleased to present the 331st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Broadcast TV networks are taking different approaches to online video and this week saw updated online initiatives from Fox and ABC with the former announcing live-streaming of its primetime lineup in all 210 U.S. markets and the latter launching updates to its online service including classic shows, original digital series and more.

    Meanwhile NBC is gearing up for the Olympics in 3 weeks, which promises to be the most ambitious online sports event to date. And CBS is continuing to aggressively pursue its own independent path online, even as recent rumors have the network participating in YouTube’s forthcoming online subscription service.

    In this week’s discussion Colin and I review the Fox and ABC moves, comparing and contrasting them as well as NBC’s and CBS’s approaches.

    Listen now to learn more!

    Click here to listen to the podcast (23 minutes, 11 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!

     
  • Extreme Reach - full banner - 12-5-16
  • VideoNuze Podcast #330: Comcast-Netflix is a Big Win; Video is a Hit for Amazon Prime Members

    I'm pleased to present the 330th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Colin and I were both very enthusiastic about news earlier this week that Comcast will integrate Netflix into its X1 set-top box, a move we’ve been advocating for a while. In this week’s podcast we discuss how complicated this negotiation must have been, and why joint subscribers will be the big winners.

    Surely a motivating factor for Comcast was the acknowledgment that viewers are spending more time on SVOD, which new research from IBM Cloud Video highlighted this week.

    More specifically, the research showed how important video has become for Amazon Prime members, with 75% of them now watching. By not charging for video in Prime, Amazon is potentially a big disruptor in the video/TV industry down the road.

    Listen now to learn more!

    Click here to listen to the podcast (24 minutes, 9 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 - 11-10-16
« Previous | Next »

Sample