4C - leaderboard - 4-25-18

Analysis for 'Podcasts'

  • VideoNuze Podcast #446: YouTube Doubles Down on Video Ads

    I’m pleased to present the 446th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    YouTube has long been the 800-pound gorilla of online video advertising; now it is positioning itself for further gains in premium video. On this week’s podcast, Colin and I discuss a couple of the highlights: YouTube’s recent decision to add over 100 movies for free, ad-supported viewing and to shift its originals strategy from an SVOD model (YouTube Premium) to ad-supported.

    As we explore, there is another interesting angle here as well, which is the interplay between Roku and YouTube. As I wrote earlier this week, The Roku Channel’s success was no doubt an influence on YouTube’s decision to launch free movies. As well, Roku’s huge footprint of connected TVs (as well as others like Chromecast, etc.) has created a living room environment perfect for longer viewing times and a more TV-like experience that YouTube is capitalizing on.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 11 seconds)



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  • VideoNuze Podcast #445: Exploring Pay-TV’s Record High Subscriber Losses

    I’m pleased to present the 445th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast Colin and I explore the pay-TV industry’s record high video subscriber losses sustained in Q3 ’18 (more here and here). The two big satellite services, DirecTV and Dish Network were major contributors. But perhaps more important was a dramatic slowdown in subscriber additions for the two biggest virtual pay-TV operators, Sling TV and DirecTV Now.

    As we discuss, with these virtual services in flux and not stanching the bleeding of traditional multichannel TV, the critical underlying trends of cord-cutting and cord-nevering burst onto full display in Q3. Meanwhile, the strategies and success of virtual services like YouTube TV, Hulu Live and others is murky at best. All of this shows how unstable the pay-TV industry as a whole currently is.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 35 seconds)



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

     
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  • VideoNuze Podcast #444: Roku’s Pivot to Advertising Gains Steam

    I’m pleased to present the 444th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    In Q3 ’18, Roku continued its pivot to an advertising and licensing based business model, with “Platform” revenues accounting for 58% of total revenues, up from 46% in Q3 ’17.

    On this week’s podcast, Colin and I discuss this shift and Roku’s other key metrics, which were all very strong, once again. Roku occupies a unique place in the video ecosystem - at once a device powerhouse with 24 million monthly users, a content provider through its fast-growing The Roku Channel, a connected TV advertising innovator and something akin to a next-gen pay-TV provider offering a la carte access to thousands of content choices.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 31 seconds)
     


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

     
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  • VideoNuze Podcast #443: Comcast is on Roll in Broadband

    I’m pleased to present the 443rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Comcast is on a roll in broadband. In a highly saturated market, Comcast managed to add 334K residential broadband subscribers in Q3 ’18, nearly double the 182K it added a year earlier. On today’s podcast, Colin and I discuss the factors that are driving Comcast’s broadband growth and how the company has fully pivoted to a “connectivity” strategy.

    The only wrinkle is that Comcast could be more aggressive in defending its video business. While subscriber losses improved in Q3 ’18 vs. a year ago, the macro trends of  skinny bundles, SVOD, cord-cutting, etc. are unremitting. It’s still not clear Comcast has an aggressive response, other than to be an “aggregator of aggregators” via X1 and continually reiterate it doesn’t want to pursue low margin video services (i.e. skinny bundles).

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 52 seconds)



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

     
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  • VideoNuze Podcast #442: WarnerMedia’s Murky Streaming Plans; YouTube TV Hits a Home Run

    I’m pleased to present the 442nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week we first discuss AT&T’s recently unveiled plans to launch a new streaming service sometime later in 2019, anchored by HBO and including assets from other WarnerMedia properties. Details are still slim, but both Colin and I highlight many different challenges for this service would get executed and priced, especially with respect to HBO’s role.

    We then transition to talking about YouTube TV’s winning sponsorship of this year’s World Series. As I wrote yesterday, the execution is superb and includes many creative elements. For millions of viewers, it is impossible to not be exposed to the brand, and the campaign is surely leading to many new trial subscriptions.   

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 4 seconds)



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

     
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  • VideoNuze Podcast #441: Best Practices from Three Direct-to-Consumer Video Services

    I’m pleased to present the 441st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    (Apologies my audio quality is low this week)

    On this week’s podcast Colin shares highlights of a panel discussion he led last week in London focusing on the best practices of three different direct-to-consumer video services. As Colin covered in his post about the session, these include keeping the service’s brand front and center, providing access to a base level of free content and having a comprehensive retention program.

    This week’s podcast is really a continuation of last week’s interview with Paywizard’s CEO Bhavesh Vaghela who discussed how video service providers can improve their competitive. As Colin and I agree, these days, having great content is table stakes, but what really differentiates successful services is delivering outstanding experiences.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 52 seconds)
     


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

     
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  • VideoNuze Podcast #440: Paywizard’s CEO Bhavesh Vaghela on Improving Video Competitiveness

    I’m pleased to present the 440th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week Bhavesh Vaghela, CEO of Paywizard, joins us for a fascinating discussion about how video service providers can use technology to become more customer-centric and competitive. Paywizard specializes in subscription, billing and CRM software solutions for the video industry which enable actionable customer insights.

    Bhavesh shares highlights of the company’s recent survey that focuses on the role positive customer experiences play. He also gives multiple examples of how different operators are learning to use data to improve retention and drive new revenues. Bhavesh explains how there’s still a real learning curve among both pay-TV operators and OTT providers. Using data to deliver a positive user experience requires real organization change and focus. 

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 23 seconds)



    Click here for previous podcasts

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

     
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  • VideoNuze Podcast #439: Exploring the Rise of Ad-Supported Online Video

    I’m pleased to present the 439th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    In today’s podcast, Colin and I explore the rise of free, ad-supported online video. While SVOD services like Netflix and Amazon have gained tons of attention, there is a ton of activity in ad-supported as well. Colin highlights The Roku Channel, Pluto TV and others. Amazon is rumored to be launching its own ad-supported service soon as well.

    We’re both bullish on the role of ad-supported video for a variety of reasons we discuss, including the growing footprint of connected TVs, the upper limit on how many paid services most consumers will adopt, the explosion of content and the maturing of video advertising in general. We dig into all of this and more.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 57 seconds)



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

     
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  • VideoNuze Podcast #438: Comcast’s Hulu Decision; Lessons From Now TV

    I’m pleased to present the 438th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast, Colin and I take up the question I explored on Wednesday, whether Comcast should divest its 30% stake in Hulu to Disney, as CNBC reported it is interested in doing. Colin and I discuss the many benefits Comcast derives from having a front row seat with 3 senior executives on Hulu’s board. On the other hand, there are many reasons why Comcast would be compelled to sell.

    Meanwhile, as part of its acquisition of Sky, Comcast will also be inheriting Now TV, the innovative OTT service Sky runs. Colin shares his personal experience with Now TV and some of the specific things Comcast might learn and consider bringing to its U.S. operations. As always, rights are a central issue to surmount.

    Listen in to learn more!

     
    Click here to listen to the podcast (20 minutes, 35 seconds)



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

     
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  • VideoNuze Podcast #437: Connected TVs Change the Landscape; IBC Highlights

    I’m pleased to present the 437th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Yesterday’s Q2 Video Monetization Report from FreeWheel put an exclamation mark on just how significantly connected TVs are changing the TV and online video landscape. In Q2 ’18 CTVs accounted for 41% of premium video views, up from just 1.2% in Q2 ’13. In that time, desktop views have dropped from over 81% share, to just 17%.

    In today’s podcast we discuss the rise of CTVs and in particular their impact on advertising. We also touch on other interesting data points from FreeWheel’s Q2 VMR.

    We then switch gears as Colin reports on highlights of his time at the IBC show in Amsterdam. Tops on his list was the outsized presence of Google and Android TV at the show and its potential impact.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 28 seconds)



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

     
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  • VideoNuze Podcast #436: Evaluating Verizon’s New 5G Home Service

    I’m pleased to present the 436th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week Verizon announced the introductory offer terms for early customers of its 5G Home service in 4 launch markets. Colin and I are both impressed with how strong the offer is and also how targeted it is to cord-cutters. We discuss Verizon’s strategy, and more broadly what impact Verizon and other upcoming 5G launches will have on the broadband and pay-TV industries.

    In particular, the pairing of 5G with a skinny bundle (as Verizon has done with YouTube TV) has caught our attention as likely to resonate well with consumers, especially with aggressive pricing. Still, we’re cautious that 5G has to perform as advertised and that 5G rollouts will be long and expensive. Potentially significant market disruption is still likely years away.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 15 seconds)



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  • VideoNuze Podcast #435: AT&T Floats Engagement Pricing; CBS Streams Super Bowl to Mobile

    I’m pleased to present the 435th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Escalating programming costs for pay-TV operators are a chronic issue. In the age of cord-cutting and proliferation of SVOD, offsetting these costs with rate increases is no longer an option. One new solution being proposed by AT&T Communications’ CEO John Donovan is “engagement pricing,” whereby TV networks would be paid based on viewers’ actual consumption.

    As Colin explains, it’s a break from industry norms, and even with AT&T leveraging Warner Media’s networks, it will be very difficult to persuade other networks to follow suit. Why get paid on viewership when you’re already getting paid regardless of how many people watched?

    We then shift to CBS Sports’ decision this week to stream Super Bowl LIII to mobile devices without requiring a pay-TV subscription. It’s another nudge toward opening up sports to non-subscribers, though Colin and I agree the vast majority of marquee sports will remain locked behind pay-TV subscriptions.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 7 seconds)



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

     
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  • VideoNuze Podcast #434: Amazon Pursues TV Ad Dollars; Forecasting Hulu’s Growth

    I’m pleased to present the 434th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, Amazon is said to be planning a free ad-supported video service, similar to Roku’s The Roku Channel. The new service, dubbed Free Dive, would be targeted to the nearly 50 million Fire TV users. Colin and I both like the move a lot, as we see multiple promotional and new revenue benefits, especially if Amazon can attract TV ad dollars. However, a key challenge is finding enough compelling content to make Free Dive interesting to audiences.

    We then transition to talking about Hulu. Colin has developed a forecast for subscriber and revenue growth for Hulu through 2020 which he explains. He sees much of Hulu’s revenue growth coming from its Live skinny bundle service, although its profitability will remain challenged due to high programming costs.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 10 seconds)

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

     
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  • VideoNuze Podcast #433: Facebook’s Watch Struggles; BBC Four Uses AI

    I’m pleased to present the 433rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week we discuss new research showing that 50% of Facebook users haven’t heard of Facebook Watch and another 24% have heard of it, but never used it. The anemic interest demonstrates to us how difficult it is to shift how people customarily use a product (Newsfeed in Facebook’s case) to something totally different (Watch).

    We then switch gears to explore how  AI is being innovatively used in video. Colin shares several examples, the most interesting of which is the BBC’s upcoming BBC 4.1 on the evenings of Sept. 4th and 5th. On these nights BBC is using AI to mine its archives in order to find “hidden gems” from past years.

    Listen in to learn more!

     
    Click here to listen to the podcast (20 minutes, 3 seconds)



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

     
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  • VideoNuze Podcast #432: Video Downloading’s Value, Verizon’s 5G Rollout

    I’m pleased to present the 432nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Colin is eating some crow on this week’s podcast, because he’s finally (!) come around to understanding the value of video downloading, which I’ve been promoting for nearly 6 years. Colin has a new white paper out in which he cites his research finding 55% of U.S. and 58% of U.K. viewers saying downloading functionality is very important to them. We discuss all aspects of downloading’s value proposition.

    Then we segue to talking about Verizon’s announcement this week that when it rolls out 5G to 4 U.S. cities later this year it will include an Apple TV and discounted YouTube TV (exact terms weren’t released). Noting the caveat that we haven’t seen 5G perform, we both believe it has a ton of potential to disrupt the wired broadband business which cable TV operators have dominated. As Verizon’s announcement shows, it also presents interesting opportunities to bundle pay-TV with 5G and wireless service.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 13 seconds)



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

     
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  • VideoNuze Podcast #431: Sling TV is Sliding, CBS is Accelerating

    I’m pleased to present the 431st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    It’s been Q2 earnings season, which provides a valuable opportunity to check in on how different companies’ OTT strategies are flowing through to their financial performance. On today’s podcast Colin and I talk about two companies whose OTT fortunes are moving in opposite directions.

    Moving the wrong way is Dish and its Sling TV skinny bundle. Sling TV was the first to market in the category several years ago. Though it quickly gained over 2 million subscribers, growth slowed to just 41K additions last quarter as others boomed. As Colin and I discuss, a key weakness in its service is the lack of broadcast channels. The other big skinny bundles, YouTube TV, Hulu Live and DirecTV Now have all decided to pay top dollar to include them, which is helping fuel their growth. Sling TV is at a competitive disadvantage requiring subscribers to install antennas which many people can’t or won’t do.

    All broadcasters are benefiting from the shift to skinny bundles, but CBS’s Q2 results show that its OTT success extends further, to direct-to-consumer, targeted advertising and SVOD production, as well. CBS is benefiting from decisions it made years ago to retain digital rights (most famously by not joining Hulu), even though it wasn’t clear back then how the monetization of them would fully unfold.

    Listen in to learn more!

     
    Click here to listen to the podcast (25 minutes, 16 seconds)

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  • VideoNuze Podcast #430: Setting the Record Straight on Linear Viewing; Comcast Integrates Amazon Prime Video

    I’m pleased to present the 430th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week Nielsen released its Q1 ’18 Total Audience Report, which led to some media coverage that linear TV still dominates consumer viewing. However, Colin dug into the data and showed that while this is true for older consumers, for younger ones, the exact opposite is occurring: linear TV is becoming less and less relevant. Colin shares his analysis.

    On-demand viewing’s importance was underscored yet again this week by Comcast striking a deal to integrate Amazon Prime Video into its X1 experience. The move builds on prior Netflix and YouTube integrations, helping Comcast broaden X1’s value proposition. However, neither of us thinks the move materially addresses aggressive competition from skinny bundles that drove up Comcast’s video subscriber losses in Q2.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 28 seconds)



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

     
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  • VideoNuze Podcast #429: Comcast’s Puzzling Video Strategy

    I’m pleased to present the 429th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On today’s podcast, Colin and I discuss Comcast’s Q2 results, which it reported yesterday. While broadband subscriber additions were up to a record 260K, video subscriber loss accelerated to 140K.

    Although Comcast management admitted on the earnings call that low-cost skinny bundles are to blame, no strategy was articulated for how Comcast will respond. By positioning itself as a “connectivity” provider that doesn’t have a low-cost OTT/direct-to-consumer alternative, Colin and I believe that Comcast’s 21 million video subscribers are very vulnerable to being picked off by skinny bundles’ aggressive promotional offers (DirecTV Now from AT&T being at the top of the list). If that happens video sub losses will accelerate in coming quarters.

    We’re both puzzled by Comcast’s seemingly passive approach to defending its core video business and discuss potential explanations. Broadband’s saturation and the coming deployment of 5G both seem to limit the upside of the connectivity strategy as well. While all of this occurring, Comcast is looking to spend $34 billion or more to expand internationally by acquiring Sky.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 20 seconds)



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

     
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  • VideoNuze Podcast #428: Young Viewers in US and UK Shift Away From Traditional TV

    I’m pleased to present the 428th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week Colin and I discuss new research highlighting how younger viewers are shifting away from traditional TV and toward OTT sources. Colin recaps research from Hub Entertainment focusing on the US while I share highlights from Ofcom’s new Media Nations report covering viewing behaviors in the UK.

    While the numbers are slightly different, the general trends are similar. For example, in the US, just 26% of 18-34 year-olds consider live TV their default service. In the UK, for 18-34 year-olds, 54% of their video consumption is now from OTT sources.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 4 seconds)



    Click here for previous podcasts

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

     
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  • VideoNuze Podcast #427: HBO’s Risky Path Forward Under AT&T

    I’m pleased to present the 427th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    AT&T wants HBO to up its game - producing more content, gaining more subscribers and increasing engagement, in a bid to stay competitive in the streaming era. On today’s podcast, Colin and I explore why the new approach makes sense directionally, but also carries big risks. Can HBO scale up its production spending and broaden its distribution while retaining its brand positioning? It won’t be an easy feat.

    While AT&T isn’t highlighting Netflix as its key competitor, it’s clearly implied. And this week’s Emmy nominations, which saw HBO eclipsed for the first time in 17 years as the most honored network (by Netflix), is a clear sign of the times. Astoundingly, Netflix has gone from just 14 nominations 6 years ago to an industry-leading 112 this year.

    Beyond the HBO-Netflix content battle, Netflix continues raising the stakes on SVOD user experience. As we also dig into, this week Netflix announced “Smart Downloads,” a clever way of enhancing offline viewing, which will no doubt delight millions of its subscribers.

    Listen in to learn more!
     
    Click here to listen to the podcast (24 minutes, 38 seconds)



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

     
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