Akamai - leaderboard - 6-2-15

Analysis for 'Podcasts'

  • VideoNuze Podcast #284: Online Video is Making ESPN’s World More Complicated

    I'm pleased to present the 284th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we turn our attention to ESPN, which was prominently in the news on Monday, when Disney CEO Bob Iger stated that he believes it’s inevitable that long term ESPN will be sold directly to consumers, instead of in the traditional multichannel bundle. To be fair though, Iger wasn’t ready to put any timeline on this move, so it’s clearly not happening any time soon.

    As Colin and I discuss, there are many online video trends unfolding that make ESPN’s world more complicated. These include a decline in the number of ESPN subscribers over the past few years due to the proliferation of OTT entertainment apps that are diminishing the appeal of the multichannel bundle,  pushback by pay-TV operators focused on cost containment and skinny bundles (e.g. Verizon’s Custom TV), the aggressive moves by leagues to roll out their own online-only streaming packages, the wide availability of sports-related information online and more.

    We hash out what all of this means to ESPN and where things are likely heading from here.

    Listen in to learn more!

    Click here to listen to the podcast (20 minutes, 53 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!

     
  • thePlatform full banner - 2-6-15
  • VideoNuze Podcast #283: Comcast’s X1 Shines in Q2, But OTT Apps Are Still Missing

    I'm pleased to present the 283rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Yesterday Comcast reported its Q2 ’15 results, including the best Q2 video subscriber numbers in 9 years. Comcast lost just 69K subscribers, vs. 144K in Q2 ’14. Comcast’s performance is in contrast to Verizon’s dismal Q2 video subscriber results. I’m eager to see what trend emerges from the whole pay-TV universe in Q2, given Netflix’s breakout Q2 U.S. subscriber performance and whether cord-nevering is accelerating.

    Comcast gave a lot of the credit for its Q2 subscriber improvement to its X1 set-top box. Comcast said it is now shipping 30K X1 boxes per day and expects to ship 6 million in 2015.  Comcast noted that X1 improves churn, viewing time, DVR penetration and other metrics.

    As VideoNuze readers know, I’ve been an X1 subscriber for 3 years now, and continue to be very impressed with its modern web-like experience. But as I discuss on the podcast, the big missing piece in X1 remains access to OTT apps like Netflix, Amazon, Hulu and others. In fact, the app section of X1 is devoid of video options, instead offering utilities like horoscopes, weather, traffic, stocks, photos, Pandora and Facebook (note Comcast recently announced a new gaming service for X1 with EA).

    This lack of OTT access stands in stark contrast to TiVo (which we use for our primary TV), where all major OTT apps are integrated, and searching for a TV show returns results across all services. Comcast has a huge opportunity to please its X1 subscribers with OTT integrations. Last Fall I noted the timing seemed right for a Comcast-Netflix partnership and it’s mind-boggling to me there’s been no visible progress on OTT in 3 years since X1’s launch.

    Listen in to learn more!

    Click here to listen to the podcast (21 minutes, 23 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!

     
  • thePlatform full banner - 2-6-15
  • VideoNuze Podcast #282: With Strong Q2 Results, Netflix's Disruptive Potential Increases

    I'm pleased to present the 282nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we dig into Netflix’s Q2 ’15 results. As I wrote yesterday, the big number for me was the 900K subscriber additions in the U.S., breaking out of the narrow 530K-630K range over the past 3 years. If pay-TV video subscriber additions are soft for Q2 when reported over the next few weeks, then it will suggest accelerated cord-cutting and cord-nevering.

    Colin also explores Netflix’s big international gains, its emerging movie strategy and its endorsement of the Charter-Time Warner Cable deal. While Netflix may well be negatively impacting the video side of the pay-TV business, we also discuss what impact it is having on the broadband side.

    Listen in to learn more!


    Click here to listen to the podcast (22 minutes, 25 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!

     
  • thePlatform full banner - 2-6-15
  • VideoNuze Podcast #281: Pay-TV’s Programming Costs Spiral While Kids’ Interest in TV Wanes

    I'm pleased to present the 281st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Earlier this week SNL Kagan released an updated forecast of fee increases for pay-TV operators to carry broadcast and TV networks. Using that data Colin modeled what DirecTV’s programming costs would be and how they would translate into higher subscriber rates and lower margins.

    No surprise, Colin’s analysis further highlights how expensive pay-TV is becoming. Colin and I discuss how this directly translates into more cord-cutting and cord-nevering given the range of inexpensive, high-quality OTT options.

    All of this is happening against a backdrop of kids abandoning TV altogether. That trend was illustrated by new research from Miner and Co. Studio, which revealed that 57% of parents of kids age 2-12 say their kid prefers a device OTHER than the TV to watch video. Worse, almost half of these parents said sometimes as a punishment they take their kid’s device away and instead make their kid watch TV. We discuss the implications. (make sure to watch Miner’s video interviews too)

    Listen in to learn more!

    Click here to listen to the podcast (22 minutes, 1 second)


    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!

     
  • Altitude Digital - full banner - 6-11-15
  • VideoNuze Podcast #280: Binge-Viewing Becomes Pervasive, Twitch Draws 21 Million Viewers

    I'm pleased to present the 280th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, we discuss binge-viewing’s soaring popularity, most recently illustrated by a new study from TiVo, which found 92% of respondents saying they had binge-viewed at some point. (TiVo defines binge-viewing as watching more than 3 episodes of a series in a day.)

    No surprise, Netflix dominates, with 66% of binge-viewers saying they use the service to watch their favorite shows. Interestingly, respondents said that half of their binge-viewing occurs alone, reflecting the broader trend of how personalized and fragmented TV has become given the broad range of options.

    Supporting that concept is data from Twitch, the live-streaming gaming site that Amazon acquired, showing that 21 million viewers watched its E3 coverage, more than double the level of 2 years ago. There was a peak of 840K concurrent viewers, 16 times as big as E3’s attendance. The popularity of Twitch, and soon YouTube Gaming which will be huge as well, both illustrate how live-streaming gaming is peeling audiences away from traditional TV viewing.

    Listen in to learn more and happy July 4th!

    Click here to listen to the podcast (19 minutes, 28 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!

     
  • Altitude Digital - full banner - 6-11-15
  • VideoNuze Podcast #279: Industry Change Illustrated Well by 6 News Items This Week

    I'm pleased to present the 279th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Change is everywhere in the video and TV industries and this week 6 different news items hit our radar, which Colin and I think illustrate how quickly things are moving. In today's podcast we discuss each of them and why we think they're significant.

    The items include continued falling linear TV ratings as measured by Nielsen, Hulu distributing Showtime, new research showing that Netflix's audience is size larger than those of broadcast TV networks, Tennis Channel's converged TV Everywhere-OTT model, HBO premiering 2 new shows on Facebook and Ooyala's new data showing that 42% of video views are now on mobile.

    (note: Colin wanted to clarify one point - when citing Netflix viewership, he said it was 10 million hours streamed per quarter when it's actually 10 billion hours)

    Listen in to learn more!



    Click here to listen to the podcast (21 minutes, 45 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 - 6-2-15
  • VideoNuze Podcast #278: Data Takes Center Stage

    I'm pleased to present the 278th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week Colin and dig into why data is taking center stage for video content providers and advertisers. We completely agree with the point Videology Chairman and CEO Scott Ferber made in his opening presentation at this past Tuesday's Video Ad Summit, that "The One With the Data Rules" in the converged world.

    There is growing recognition that data is the glue that will guide multiscreen strategies and executions, in both content development and advertising. We discuss how companies like Netflix, Hulu, Sling TV and others are already capitalizing on data. Yet, it's still early days for exploiting data's full potential.

    As our Video Ad Summit morning keynoter, David Cohen, Chief Investment Officer of Universal McCann said very well, we're in a phase where advertisers are trying to re-aggregate audiences across platforms and services at a scale comparable to what was available on TV not that long ago. Doing so is incredibly difficult, but data is the key to ultimately enabling this.

    Listen in to learn more!



    Click here to listen to the podcast (20 minutes, 1 second)

    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!

     
  • Altitude Digital - full banner - 6-11-15
  • VideoNuze Podcast #277: How Mobile Video's Surge is Impacting the Whole Ecosystem

    I'm pleased to present the 277th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    On today's podcast we dig into the incredible growth in mobile video consumption and how it is impacting content creators and advertisers. Earlier this week I wrote about how Facebook's auto-play and audio-off video, which is mainly consumed on mobile, is influencing the creative process. Colin weighs in with new IAB data showing how pervasive mobile video viewing has become, including how many people are now watching 2 screens simultaneously.

    Stepping back, we're in agreement that mobile is really a game-changer for everyone in the ecosystem. The advent of larger screen smartphones in particular has fundamentally changed how these devices are used, making video much more important. Neither of us sees this trend slowing any time soon.

    Listen in to learn more!



    Click here to listen to the podcast (20 minutes, 5 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!

     
  • thePlatform full banner - 2-6-15
  • VideoNuze Podcast #276: Roundup: Showtime OTT, NFL Live-Streaming, Netflix Ads, Apple's Non-News

    I'm pleased to present the 276th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    It was yet another busy week for industry news, with a highlight being Showtime announcing its new OTT service for $10.99/month. For entertainment-focused viewers who want inexpensive access to great content, the world keeps getting better all the time.

    Meanwhile for sports fans, the NFL announced it's partnering with Yahoo to live-stream a Jaguars-Bills game online in the Fall.

    In one piece of non-news, it appears that neither Apple's OTT service nor an upgraded Apple TV device are going to debut at WWDC next week. And finally, it appears that ads won't be coming to Netflix any time soon either.

    Listen in to learn more!


    Click here to listen to the podcast (19 minutes, 30 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!

     
  • Altitude Digital - full banner - 6-11-15
  • VideoNuze Podcast #275: Recent Data Highlights Major Changes in Video Industry

    I'm pleased to present the 275th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    We all know the video industry is undergoing unprecedented changes. To make things more tangible, in this week's podcast, we discuss recently released data that we believe illustrates well how different the industry and viewers' behaviors are today vs. just a few years ago.

    In particular, we highlight connected TV adoption data from Leichtman Research Group, long-form/live viewing data from FreeWheel, shifting media consumption data from GfK/IAB, and video delivery forecasts from Cisco.

    The overarching takeaway is that in the past 5 years, online video has evolved from a short-form, lower-quality, desktop-based experience to a long-form, TV-level experience that's now mainstream in the living room. As this trend gains further momentum, there are huge implications for TV networks, pay-TV operators and advertisers.

    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!

     
  • thePlatform full banner - 2-6-15
  • VideoNuze Podcast #274: Debating the Premature Death of Apple's Television

    I'm pleased to present the 274th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    VideoNuze readers with good memories will remember that back in January, 2013, I wrote how Apple had a massive opportunity to introduce a new type of television, which I thought was 100% inevitable, with the only question being the specific timing of its launch.

    Well, this week, the WSJ reported that Apple actually shelved its TV plans a year ago, believing that it couldn't find a sufficiently compelling differentiator.

    In today's podcast, Colin articulates 5 key reasons why he believes Apple will never make a TV. Colin cites TVs' low margins as the biggest obstacle. Colin's points are well taken, but I disagree with him and think Apple has missed a chance to do something really compelling which partially reflects its growing risk-averseness.

    Colin and I rarely have such polar opposite views, and we have a very vigorous give-and-take on the issue.

    Listen in to learn more!

    Click here to listen to the podcast (23 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!

     
  • thePlatform full banner - 2-6-15
  • VideoNuze Podcast #273: Deciphering the Verizon-AOL Deal

    I'm pleased to present the 273rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Since Verizon announced it was acquiring AOL for $4.4 billion earlier this week, there has been a ton of media coverage, with lots of speculation about what the deal means for Verizon going forward. This is at least partly due to the companies doing a relatively poor job of articulating the deal's strategy.

    In this week's podcast, Colin and I weigh in as well, focusing mainly on how AOL's video, programmatic and video syndication assets could mesh well with Verizon Digital Media Services, which already provides back-end delivery and monetization to video content providers (see here and here). Combining the two seems like the biggest point of leverage to Colin and me, yet we note that Verizon didn't even mention a VDMS role in any public comments on the deal.

    Meanwhile, in a week when the pay-TV industry suffered its first-ever first quarter loss of video subscribers, we also discuss how Verizon seems intent on innovating beyond the traditional multichannel bundle.

    Listen in to learn more!



    Click here to listen to the podcast (20 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 - 6-2-15
  • VideoNuze Podcast #272: Comcast's Blizzard of Innovation at INTX

    I'm pleased to present the 272nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    At INTX (the re-branded Cable Show) in Chicago this week, Comcast announced a blizzard of innovation, showcasing how its heavy technology investments are resulting in new products and features (see here and here for roundup). In today's podcast, Colin and I discuss the range of announcements Comcast made, which impact its video, broadband and home services.

    Importantly, Comcast also announced a new "customer experience transformation" plan, which includes the hiring of 5,500 new customer and technical service staff. The renewed emphasis on customer experience is ironic, because, as I asserted on Monday, had the company done this 5 years ago, and transformed itself into a "most admired" company, it may well have gotten approval for the Time Warner Cable deal. NCTA head Michael Powell seemed to agree with my assessment.

    Colin attended INTX and also shares thoughts on his session and broader trends of how pay-TV operators are evolving into broadband service providers and how OTT services fit in. For example, Comcast revealed this week that it now has more broadband subscribers than video subscribers, an important milestone for the industry.

    Listen in 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 - 6-2-15
  • VideoNuze Podcast #271: Revisiting Comcast-TWC Deal Failure; Verizon-ESPN Spat

    I'm pleased to present the 271st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    We had recorded last week's podcast just prior to the news that Comcast was dropping its merger bid for Time Warner Cable, so first up this week we share thoughts on why the deal collapsed.

    In my view, the perception of the deal transformed from being cable-centric to being broadband-centric, largely due to the rise of online video usage. As a result, Comcast, post-merger, having 57% of American broadband connections under the new 25 mbps definition, became a sticking point (never mind that it actually has 56% on its own, reflecting its aggressive broadband infrastructure upgrades).

    This is a key irony of the deal's failure - Comcast has invested billions in technology, but its woeful customer service ultimately undermines these investments and defines its reputation. In a hypothetical world where Comcast was a "most admired company," (like Apple, Amazon, etc.), I think it's quite possible regulators would have actually welcomed the Time Warner deal.

    We then turn our attention to Verizon's "Custom TV" packaging and ESPN's lawsuit. As I explained in Has Verizon Put ESPN Into a Public Relations Headlock Over Opaque "Sports Tax?" I think Verizon is making a brazen move to reign in sports costs. Colin and I agree it's the most startling thing yet to happen in a tumultuous year for the pay-TV industry.

    Listen in to learn more!



    Click here to listen to the podcast (21 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!

     
  • Akamai - full banner - 6-2-15
  • VideoNuze Podcast #270: Debating Whether Netflix is Friend or Foe to TV Industry

    I'm pleased to present the 270th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    (Note, we recorded prior to the demise of the Comcast-Time Warner Cable deal; we'll discuss that next week.)

    Early this week, in "Is Netflix Friend or Foe to the TV Industry? It's More Confusing Than Ever." I laid out both of the arguments. In today's podcast, Colin and I flesh out the debate further, bringing in additional perspectives and data. Importantly, Colin adds his thoughts on how Netflix should be seen internationally.

    It's a fascinating debate, which our friends at MoffettNathanson coincidentally weighed in on this week as well. Using Nielsen data, they believe Netflix's audience size is already 6% of all of TV's, double its level from 2 years ago, and has accounted for 40% of TV's audience declines. They also see Netflix's share rising to low double digits over the next 4 years.

    Listen in to learn more!



    Click here to listen to the podcast (22 minutes, 50 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!

     
  • Altitude Digital - full banner - 6-11-15
  • VideoNuze Podcast #269: 4 Takeaways From This Week's NABShow

    I'm pleased to present the 269th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Colin and I were both at the NABShow this week. I was hosting the inaugural NAB's inaugural Online Video Conference, which featured over 40 industry executive speakers. In today's podcast we share 4 main takeaways from the NABShow, including the shift to cloud/IP, the rise of TV Everywhere, the personalization of video and why drone-based video is so compelling.

    Listen in to learn more!



    Click here to listen to the podcast (21 minutes, 54 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!

     
  • thePlatform full banner - 2-6-15
  • VideoNuze Podcast #268: Batten Down the Hatches, the HBO Now Storm is Blowing In

    I'm pleased to present the 268th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    HBO Now launched this week and after giving it multiple tryouts, I'm very impressed. As we discuss, and as I've written previously (here, here and here) I think HBO Now is going to be a big winner, and is going to gain subscribers well beyond the 10 million broadband-only households that HBO CEO Richard Plepler relentlessly says are its target market.

    In particular, I think entertainment-focused, budget-minded and younger viewers will find HBO Now very attractive (especially in combination with Netflix and other OTT services). Inevitably this will accelerate cord-shaving, cord-cutting and cord-nevering.

    Colin agrees and shares his own HBO experience this week, using it via Sling TV. This is not HBO Now, but rather HBO content integrated into Sling TV (including the linear feed). Colin reports it too was a mostly positive experience. The ability to access HBO via a "skinny bundle" creates still further pressure on the traditional pay-TV model.

    All in all, Colin and I believe HBO Now will become a key driver of change in the pay-TV industry. The HBO Now storm is blowing in; just how much havoc it will wreak in the industry is the big open question.

    Listen in to learn more!


    Click here to listen to the podcast (21 minutes, 49 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!

     
  • Altitude Digital - full banner - 6-11-15
  • VideoNuze Podcast #267: New Data Shows Low Tolerance for Inferior Video Quality; Mobile Live-Streaming's Potential

    I'm pleased to present the 267th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, Colin shares highlights from a new study from Conviva showing how important video quality is, and how low viewers' tolerance for subpar experiences have become. Conviva's survey of 750 millennials found that just 25% will continue watching an inferior stream for 4 minutes or longer, and just 16% will even bother trying on a second device if their experience on the first device they tried was sub-par. Colin observes the stakes are getting ever-higher for content providers as more viewing goes multi-screen.

    We then shift to discussing mobile live-streaming, which I wrote about yesterday. I'm excited about both Meerkat and Periscope, and we discuss 3 different high-potential use cases for mobile live-streaming. It's going to be a lot of fun to see what both amateur broadcasters as well as content providers/brands do with Meerkat and Periscope.

    Listen in to learn more!



    Click here to listen to the podcast (20 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!

     
  • Altitude Digital - full banner - 6-11-15
  • VideoNuze Podcast #266: Vessel Looks Great, But Will It Succeed? Facebook Ups Its Video Game

    I'm pleased to present the 266th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Colin starts this week's podcast by sharing his positive reactions to Vessel, the startup from former Hulu CEO Jason Kilar, which went live this week. Colin likes the mobile app a lot and thinks Vessel's promotion of a free year of service is a smart approach. In particular, Colin is bullish on Vessel's non-intrusive ad model.

    However, Colin is less certain about Vessel's odds of success, noting that YouTube's response is a major wildcard. I agree and observe that while Vessel is very impressive, it's also a big test case for users' willingness-to-pay for first window access to content. There's a lot to like about Vessel, and ample reason to believe millennials will like the model, but only time will tell.

    Speaking of YouTube, it's becoming increasingly apparent that Facebook is poised to become YouTube's main competitor in the long-run. As I wrote yesterday, this week at Facebook's F8 developer conference, the company unveiled key updates, geared especially for premium publishers, that will bring a lot more high-quality content onto the platform. Colin and I dig into each of these and also discuss a big remaining missing piece - pre-roll ads against videos posted on Facebook.

    Listen in to learn more!



    Click here to listen to the podcast (22 minutes, 53 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 - 6-2-15
  • VideoNuze Podcast #265: Can Apple Succeed With a "Skinny" Bundle of TV Networks?

    I'm pleased to present the 265th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. There's been a lot of buzz this week about a WSJ report that Apple could at last be planning to enter the TV business, by offering a so-called "skinny" bundle of around 25 TV networks this Fall.

    In today's podcast, Colin and I debate whether Apple can succeed with this approach. Colin is relatively sanguine, and believes that if Apple ties the TV service's launch to a new device, it could get a lot of traction. Colin sees Sling TV's skinny bundle as a model for Apple to follow.

    I'm much more skeptical about the skinny approach, and despite Apple's formidable assets, I'm challenged to see how it works. My main issue is that by definition, skinny bundles result in a "Swiss cheese" channel lineup that is unsatisfying for many viewers (this was supported by Bernstein research I wrote about earlier this week). Another issue for Apple, which reportedly wants to include broadcast TV networks (which Sling doesn't include), is the near-certainty that it won't get full linear rights in all U.S. markets, undercutting the service's ubiquity.

    At a minimum it will be fun to watch what Apple does, along with everyone else. Reminder, to help us all gauge these new OTT services' potential, check out the handy scoring framework I shared yesterday.

    Listen in to learn more!


    Click here to listen to the podcast (23 minutes, 38 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 - 6-2-15
« Previous | Next »

Sample