Akamai - leaderboard - 7-25-17

Analysis for 'Amazon'

  • 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.

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

     
  • Akamai - full banner - 7-25-17
  • Expensive SVOD Talent Wars Are Unlikely to End Well

    Another day, another high-profile - and no doubt incredibly expensive - SVOD talent deal announced. Today’s is between Netflix and the ultra-successful producer Shonda Rhimes, poaching her from ABC, where she’d been for 15 years. For Netflix, it followed last week’s deals with the Coen brothers for a new series and the company’s first acquisition, of Millarworld, plus many others.

    While Netflix has been busily announcing new originals - no doubt timed to offset the fallout from Disney’s decision not to renew its pay-1 output deal upon expiration in 2019 - Amazon hasn’t been sitting still. Last week the company lured Robert Kirkman, creator of the blockbuster “The Walking Dead” series on AMC in an exclusive 2-year deal. That followed recent deals for many other originals, with a heavy emphasis on kids shows. And don’t forget Hulu, which is coming off its biggest original success to date with “The Handmaid’s Tale.”

    continue reading

     
  • Akamai - full banner - 7-25-17
  • FX Launches FX+ With Comcast; Is An SVOD A La Carte World Coming Into View?

    This morning, FX and Comcast announced FX+, an ad-free subscription video on demand service available to Xfinity TV subscribers for $5.99 per month. FX+ is quite comprehensive, including full current seasons of 17 different FX shows (e.g. “The Americans,” “Atlanta,” “Taboo,” etc.) along with library seasons of 16 current and prior shows (e.g. “The Shield,” “The League,” “Nip/Tuck,” etc.). In all, there will be over 1,100 episodes of FX programming available to subscribers.

    FX+ follows the recent announcement of AMC Premiere by AMC and Comcast, which is another ad-free SVOD service, available for $4.99 per month. However, AMC Premiere doesn’t include AMC’s deep library of popular programs, highlighted by “The Walking Dead,” “Breaking Bad” and “Mad Men,” while also including some original digital content. AMC Premiere’s shallow content selection suggests its success will be modest.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
  • Amazon is Poised to Nose Its Way Into the Pay-TV Business

    You would have to have had your head buried in the sand these past few months not to notice that Amazon has become the “it” company everybody can’t stop talking about. Whether buying Whole Foods, innovating its Echo smart speakers, challenging Blue Apron in meal kits, introducing its own Geek Squad to compete with Best Buy or countless other initiatives, all of a sudden Amazon seems to be omnipresent. And with an estimated 80 million Prime members, Amazon is in fact now literally present in many people’s day-to-day lives.  

    Amazon has what it calls “pillars” (Prime, e-commerce, cloud, etc.), and it’s becoming clearer by the quarter that video is fast becoming another one. In video, the company’s efforts are wide-ranging - devices (Fire TV), original content (which is included in Prime and on which it is spending billions), licensed content (also in Prime), live sports (with its NFL Thursday night deal), SVOD distribution (via its Amazon Channels program for 3rd party and original services), digital video premieres (with its Amazon Video Direct program), international (expanding its own SVOD service to 200+ countries) and technology enablement (with AWS and acquisitions like Elemental). In sum, Amazon is already operating in virtually every part of the video value chain.

    Despite all of this, I believe that Amazon’s video efforts are still completely under-appreciated. With a number of industry trends coming into view, Amazon’s video momentum could significantly increase and carry it straight into the heart of the pay-TV industry.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
  • U.S. SVOD Adoption Up to 64% of Homes, With 29% Streaming Daily

    U.S. adoption of Netflix, Amazon Prime and/or Hulu is up to 64% of homes, an increase from 47% in 2014, according to Leichtman Research Group. Of those who have one of these SVOD services, 51% now have more than one of them, up from 35% in 2014.

    On our podcast last week, Colin and I talked about how the number of people taking multiple SVOD services has become a central trend in the industry and is helping spur growth for all providers. Both Amazon’s Jeff Bezos and Netflix’s Reed Hastings have insisted over the years that people will take multiple services, and that appears to now becoming reality.

    continue reading on VideoNuze iQ

     
  • Akamai - full banner - 7-25-17
  • User Experience is the New Battleground for Video Providers

    If you’re like me, you may have noticed that recently you’ve become a little less patient when you to try to watch a video and things don’t go exactly right. Whether it’s difficulty finding the desired video, momentary buffering, an intrusive/irrelevant ad or some kind of device issue - these sources of friction are increasingly noticeable and in turn disappointing.

    I don’t find this surprising. We live in a world where instant gratification and seamless user experiences are becoming the new normal. Those that don’t measure up stand out more readily as sore thumbs. Among other things, we can now do a super-convenient voice search using a smart speaker, request a personal driver though Uber or Lyft with just a few taps on our smartphones, get a refund on an Amazon return the moment the package is scanned at UPS and lots more. Simply put, for many of us, the Internet and apps are making life easier all the time.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
  • How Comcast Has Eaten Into Apple’s Movie Rentals/Purchase Dominance

    An article in the WSJ over the weekend “Apple’s iTunes Falls Short in Battle for Video Viewers” caught my attention for a number of reasons, not least of which it touched on how quickly Comcast has succeeded in growing its market share in digital movie rentals and downloads.

    While iTunes is estimated to still hold the market share lead in the digital movie rental and purchase industry with a share of between 20% to 35%, that’s down from over 50% in 2012. The article notes that Amazon’s share is now up to around 20% and Comcast’s is at 15%. For Amazon, video rentals and purchases represent another way it leverages its e-commerce expertise. Rentals/purchases are also very complementary to Amazon’s Prime Video service. In many ways, there’s nothing surprising at all about how Amazon has taken a bite out of Apple’s market share.

    continue reading

     
  • Akamai - full banner - 7-25-17
  • Perspective What's this? Breaking Through With New TV Experiences

    Execs from broadcasters, content owners and tech companies recently joined 100,000 of their peers at the NABShow 2017 convention in Las Vegas. A key focus for many at the show was how to drive breakthrough multiscreen experiences, get consumers to engage more and fully monetize the many opportunities that are emerging.

    During the Online Video Conference's “Breaking Through With New TV Experiences” session I moderated, attendees heard about the latest efforts underway by industry leaders to bring more personalization, discoverability and innovation to content delivery. Consumers have an incredible range of choices of multiscreen services that now span beyond VOD and linear to include fast-evolving OTT offerings. Representatives from Comcast Technology Solutions, Amazon, Gracenote and TiVo joined the discussion to shed insight into ongoing work, challenges ahead and what it takes to deliver industry-leading multi-screen experiences. Panelists also pulled back the curtain on the back-end capabilities that will be required to support these increasingly complex services.

     
    IBB Consulting works closely with operators and content owners to help design and execute multiscreen distribution strategies. Many of the efforts and activities that we heard about from the panelists are being undertaken or considered by a range of stakeholders today.

    continue reading

  • IBM Cloud Video - full banner - 8-16-17
  • 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!
     
    Click here to listen to the podcast (21 minutes, 48 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 - 7-25-17
  • Why An Amazon Skinny Bundle Seems All But Inevitable

    Although there are already 5 major skinny bundles in the market - DirecTV Now, Hulu With Live TV, PlayStation Vue, Sling TV and YouTube TV - it seems all but inevitable that a 6th will emerge, from Amazon, which could be the most disruptive one yet. While I continue to be skeptical about how big the market for skinny bundles currently is, Amazon has a number of unique attributes that could both enlarge the potential audience and change the current competitive dynamics.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
  • A World Awash In Video - Part 2

    Ten years ago, in my pre-VideoNuze days, I wrote “A World Awash in Video,” for my then once per month e-newsletter. Based on numerous recentIy announced initiatives, I predicted that we were “on the cusp of experiencing an explosion in the quantity of high-quality video available” and that all of these choices would create a “golden age of video.”

    Of course that was all before Netflix, Amazon, YouTube and many others exploded. My main premise - that broadband’s open platform, which removed the traditional friction of reaching audiences - was a powerful catalyst that would fuel a massive escalation of video production.

    Indeed, there’s no doubt that we have more choices than ever, but reviewing last week’s news, it’s clear we ain’t seen nothing yet. We are on the brink of being even more awash in video than ever. And one big difference vs. 10 years ago is that today’s boom is driven by companies that all have extraordinary resources and very strong incentives to invest heavily in video.

    Here’s a quick recap:

    continue reading

     
  • Akamai - full banner - 7-25-17
  • HBO to End Amazon Content Relationship As It Repositions for Future Under AT&T

    On yesterday’s Time Warner Q1 ’17 earnings call, HBO’s CEO Richard Plepler said that the company’s content licensing deal with Amazon would not be renewed and therefore would expire at the end of 2018. The deal was originally announced in April, 2014 and allowed Amazon to include iconic series like “The Sopranos,” “The Wire,” “Deadwood” and others in its Prime Video service.

    Although Plepler cited “an acceleration in our digital business” as the reason for the decision, I believe that the more important driver at work is a repositioning of how the immensely valuable HBO will be used when AT&T’s acquisition of HBO parent Time Warner occurs later this year (assuming regulatory approval is granted, which I think is very likely).

    continue reading

     
  • Akamai - full banner - 7-25-17
  • Downloading Continues to Gain Momentum

    Downloading video for offline playback continues to gain momentum with Showtime announcing late last week that it has enabled downloading of its entire roster of programs from its standalone subscription and TV Everywhere apps at no additional cost. Downloading is available on iOS and Android phones and tablets plus Amazon Fire tablets.

    Loyal VideoNuze readers know that I’ve been an enthusiastic downloading proponent for 4 1/2 years, back to when I first experienced TiVo’s implementation of it via TiVo Stream. I immediately saw downloading as a killer app because it allowed high quality out-of-home viewing independent of shaky or non-existent WiFi hotspots and/or eating up expensive mobile data plans (if they could even support video streaming).

    continue reading

     
  • Akamai - full banner - 7-25-17
  • 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.

    Listen in to learn more!
     
    Click here to listen to the podcast (21 minutes, 59 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 - 7-25-17
  • Amazon’s NFL Deal is Further Evidence of How Prime is Upending the Video Industry

    Amazon further reinforced its position as the most influential company in the video industry with news late yesterday that it had won the rights to stream the NFL’s 10 game Thursday night football package for $50 million, with plans to make the games available for Amazon Prime members only (they'll still be broadcast alternatively on CBS and NBC, and on NFL Network). The sum is a whopping 5 times more than the $10 million that Twitter reportedly paid for the same rights last season.

    The key to understanding Amazon’s willingness to pay up for the TNF rights is the power of its unique business model, based on Prime. As I wrote last November, Prime is the linchpin for Amazon’s ever-expanding video initiatives.

    At last summer’s Recode conference, Amazon CEO and founder Jeff Bezos plainly articulated Prime’s value to the company in driving greater customer loyalty and increased purchases (if you’re a Prime customer, you no doubt know this dynamic yourself). And keep in mind, with approximately 60 million members paying $99 per year, Prime generates $6 billion in revenue for Amazon before a single purchase has been made.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
  • Never Mind Apple Bundling Premium TV Networks, Amazon is Really the One to Watch

    Recode reported a couple days ago that Apple is potentially looking to sell online subscriptions to HBO, Showtime and Starz in a single bundle to subscribers. Since Apple has made so little progress in video compared to its peers, a bundling move like this could give it a boost. But if I were handicapping which company is much more likely to sell HBO, Showtime and Starz in a discounted bundle - and succeed with it - I’d put my money on Amazon far sooner than Apple.

    continue reading

     
  • Akamai - full banner - 7-25-17
  • HBO Now Tops 2 Million Subscribers, But Pace of Additions Looks Static

    Time Warner’s CEO Jeff Bewkes said on this morning’s earnings call that HBO Now has passed the 2 million subscriber mark. That would be an increase from the 800K HBO Now had at the end of 2015.

    On the one hand, gaining 2 million subscribers since launching HBO Now in April, 2015 is a positive sign of market acceptance for the SVOD service, which entered the market relatively late. But on the other hand, the pace of HBO Now’s monthly subscriber additions seems static, suggesting the service has not been able to accelerate its momentum.

    continue reading

     
  • Akamai - full banner - 7-25-17
  • Amazon’s New Anime Strike is the First of More Branded SVOD Services to Come

    Last Thursday Amazon announced Anime Strike, its own branded SVOD service, available to Prime members in the U.S. for $4.99/month. Anime Strike is the first SVOD service from Amazon (aside from its flagship Prime Video service), and based on an interview I did with Michael Paull, VP for Amazon’s Channels program, it won’t be the last. Rather, Anime Strike is the latest signal of Amazon’s ever-expanding video ambitions.

    The Channels program itself (which launched in December, 2015 and was originally called the Streaming Partners Program), has grown by leaps and bounds, and now includes over 100 different SVOD services that Prime members can easily add, with all video viewable in the Prime Video app across devices. For content providers, Amazon handles all hosting, delivery and billing, in exchange for a revenue share.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
  • Late to the Party, Apple Now Plans to Enter Crowded Scripted TV Market

    Talk about showing up late to the party: the WSJ is reporting that Apple is now planning to invest in original scripted TV shows and movies. Whether the move actually materializes though is unclear. But if it does, it would be happening years after countless false starts and rumors about the company’s plans to build out a content strategy. Importantly, it would also happen as the number of scripted TV shows rocketed to over 450 in 2016, marked by “Peak TV’s” escalating budgets and intense competition.

    According the WSJ article, Apple is engaged with various producers and could be offering scripted TV shows by the end of 2017. Apple’s commitment still seems modest by the standards of Netflix, Amazon and numerous TV networks, with just a handful of productions planned.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
  • Roku’s Smart TV Strategy is Paying Off, So Now Amazon Follows

    Roku’s strategy of powering TV manufacturers’ smart TVs is meeting with success as the company announced yesterday that its Roku TVs accounted for 13% of smart TV sales in the U.S. as of December, 2016 according to IHS. So naturally Roku’s success is attracting others to the model, with Amazon announcing yesterday that it has partnered with 3 Chinese brands, Seiki, Westinghouse Electronics and Element Electronics to integrate Fire TV functionality into multiple new 4K TVs.

    The Amazon integrations mean that the Fire TV experience, including all of its 7,000 apps, will be available on the new TVs without needing an external connected TV device. This is the same benefit of Roku TVs - all the functionality of a Roku, but without the box. This type of integration makes it more straightforward for users to access OTT content alongside broadcast and cable TV content from separate sources. The Amazon integrations also feature voice search powered by Alexa to search content, launch apps, play music, etc.

    continue reading

     
  • IBM Cloud Video - full banner - 8-16-17
« Previous | Next »

Sample