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Thursday, April 24, 2014

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  • VideoNuze Podcast #199 - Lots of Potential for New Comcast-Twitter "See It" Tool

    I'm pleased to present the 199th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. In this week's edition we discuss the new "See It" tool announced in a partnership between Comcast/NBCU and Twitter.

    Beginning in November, certain tweets about TV shows will carry the "See It" button. When users click on it, they will be given choices to watch the program now on their mobile device, tune their Comcast X1 set-top to that channel to watch on TV, set their DVR or receive a reminder (more about how See It works here).

    Colin and I both like See It's potential to convert the "chatterfest" that now regularly occurs on Twitter around TV shows and live events (sports, award shows, etc.) into higher viewership. Tightly coupling social discovery and the opportunity to immediately watch is very compelling. If Twitter can show See It can actually driving viewership (note, still a big "if"), it would become a very important promotion tool for the TV industry.

    We also discuss how See It works with authentication/TV Everywhere, the critical role that Comcast's new IP-based X1 set-tops play in enabling See It, how the rest of the pay-TV industry might adopt See It, and the potential to spread See It to other social sites. See It's widespread adoption will require a lot of TV ecosystem support, but if its value is quickly proven, we believe that could happen.

    (Last - Colin and I will both be participating in BroadbandTV Con in Hollywood Nov. 4-6.  Come meet us! VideoNuze readers get $75 off conference registration using the code "VideoNuze." Colin will also be hosting a pre-conference workshop.)


    Click here to listen to the podcast (17 minutes, 19 seconds)




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  • 3 Reasons Hulu's Owners Are Justifiably Bargaining Hard Over Content Rights

    Final bidding was scheduled to close last Friday in the Hulu sale process, with the list of potential buyers apparently narrowed to DirecTV, Chernin Group/AT&T and Guggenheim Digital Media. According to various reports (here and here), Hulu's active owners Disney and Fox (Comcast is a passive owner) have been insisting on a number of content licensing related deal points.

    Hulu's next-day access to its 3 broadcast owners' hit shows has always been the heart of the company's value proposition. But a lot has changed in the online video landscape since Hulu was initially formed in March, 2007. As a result, in my view, there are at least 3 key reasons Hulu's owners are justified in bargaining hard over content licensing rights: the importance of TV Everywhere, the growth of well-funded over-the-top licensees and the potential of online video advertising. Following, I delve into each.

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  • Comcast Launches Home Pass to Streamline TV Everywhere Access

    Remarkably, it's already been 4 years since the CEOs of Time Warner and Comcast unveiled the concept of TV Everywhere in a high-profile press event. Since then numerous successful services have launched (e.g. HBO GO, WatchESPN, etc.), yet the prevailing consensus - which I agree with - is that TV Everywhere hasn't yet been adopted at nearly the level anticipated.

    I've written in the past about the 5 key things I believe are holding back TV Everywhere and 1 of them is "authentication" - the process of verifying a user and providing rights to watch programming covered by their subscription. Picayune as it might seem at first blush for pay-TV subscribers to remember and input their user name and password to be authenticated, it has turned out to be a genuine barrier to adoption.

    That's why Comcast's announcement yesterday of "Home Pass" which auto-verifies and logs in dual Comcast video and broadband subscriber when accessing Xfinity TV (the company's branded TV Everywhere initiative) is significant. Rather than fumbling for their credentials, users can simply visit the Xfinity portal and begin watching nearly instantly.

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  • A Deep Dive Discussion of Dynamic Advertising in VOD [AD SUMMIT VIDEO]

    Though online video has become a hugely popular source of on-demand video for consumers, it's not the only one available. Pay-TV operators have invested heavily in deploying their own on-demand systems through set-top boxes, which have gained strong acceptance. Comcast, for example, now reports 400 million on-demand sessions per month with about 40K TV show episodes and movies available.

    However, when it comes to monetization, there's a significant difference between pay-TV VOD and online video. Whereas online video advertising has developed a robust ecosystem that will drive around $4 billion in revenue this year, pay-TV VOD advertising is nascent, as it has suffered from years of underinvestment.

    More recently, though, companies like BlackArrow have developed dynamic ad insertion (DAI) capabilities for VOD, which have been deployed to around 30 million homes. In a fascinating discussion at the June 4th Video Ad Summit, Ashley Swartz from Furious Minds led a deep dive discussion of pay-TV VOD DAI and its relationship to both TV and online video with executives from BlackArrow, Comcast and OMD. For anyone trying to better understand these platforms and their monetization potential, the discussion provides great learning and insights.

    The video is below and runs 31 minutes, 22 seconds.

    Watch the video

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  • VideoNuze Podcast #184 - The Cloud's Impact on Video Delivery

    I'm pleased to present the 184th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This week we discuss the cloud's impact on video delivery. First, I share thoughts on Comcast's X2 platform, unveiled this week, in which the cloud plays a central role.

    Colin notes that with Comcast's approach, there is still a fair amount of client-side processing happening, so it's not fully capitalizing on the cloud just yet. Colin draws a distinction between Comcast's approach and that of ActiveVideo Networks (which I recently wrote about), whose CloudTV moves all the processing to the cloud, allowing services to run on older set-top boxes and newer CE devices.

    It's still early days in the cloud's deployment with different models at work, but there's no question it's going to become a bigger part of the video delivery landscape.

    Listen in to learn more!

    Click here to listen to the podcast (19 minutes, 43 seconds)




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  • Comcast's New X2 Platform Brings 3 Key Innovations

    At the Cable Show yesterday, Comcast's CEO Brian Roberts showed off "X2," the latest generation of its cloud-based X1 entertainment platform. Beyond a slew of UI improvements, X2 offers at least three things that are very important and I believe, indicative of key future trends in video delivery: cloud-based DVR, an inexpensive IP set-top box and a unified cross-platform experience.

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  • VideoNuze Podcast #173 - The Rising Cost and Quality of Video Content

    I'm pleased to present the 173rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This week we focus on the rising cost of content to pay-TV operators and the rising quality of content found online.

    In a post yesterday, Colin validates pay-TV operators' complaints about programming costs, noting, for example, that at Comcast they rose from 34% of video revenue in '08 to 40% in '11 (at Time Warner Cable they were 41% and at DirecTV they were 45%). As we discuss, these escalating costs are eating into operators' profit margins as subscriber rate increases haven't kept pace. As VideoNuze readers know, sports is a major culprit in all of this, though entertainment networks have raised their own rates as well.

    Against this backdrop, the quality of content available online is improving markedly. For example in just the past couple of weeks, we've seen Netflix announce another new series, with the producers of The Matrix films and Babylon5, Amazon Studios announce new shows "Betas," "Zombieland" and "Sarah Solves It" and Crackle a second season of "Chosen."  Further, anime network Crunchyroll disclosed it's now up to 200K paying subscribers, TheBlaze (Glenn Beck's online video network) is raising $40M. Even the BBC, one of the most traditional TV networks, announced it will be premiering shows on its iPlayer.

    In short, the quality of programming online is getting better all the time, while the cost of content to pay-TV operators is escalating, in turn putting pressure on subscriber rates. All of this means viewership patterns are bound to change and with the broader video industry.

    Reminder: sign up for "Sizing Up Apple TV" a free video webinar, next Tuesday, April 2nd featuring Brightcove's Jeremy Allaire and me.
        
    Listen in to learn more!

    Click here to listen to the podcast (18 minutes, 57 seconds)

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  • A Classic TV Everywhere Moment Watching the Celtics-Heat On WatchESPN

    I had a classic TV Everywhere moment tonight I thought I'd quickly share. I got back to my hotel room in NYC after dinner, flipped on the TV to watch the Celtics try to break the Heat's winning streak and discovered ESPN and many other channels weren't working.

    But instead of calling the front desk, waiting for a technician, keeping my fingers crossed, etc. (guessing my fellow travelers know this experience too well), I fired up WatchESPN, entered my Comcast credentials and was watching online within minutes. For the most part, video quality was very strong. The key was being able to watch via the hotel's WiFi network because the stream would have drained my 2GB Verizon data cap.

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  • Comcast Sets Massive Binge-Viewing "Watchathon" for March 25-31

    Binge-viewing will get another big bounce when Comcast holds its first-ever "Watchathon Week" March 25-31, allowing Xfinity TV subscribers to access over 3,500 episodes from 100 TV series on 30 different premium, ad-supported cable and broadcast networks. All VOD-enabled Xfinity subscribers will be able to access the programs, via Xfinity On Demand, Xfinity.com and the Xfinity TV Player app on iOS and Android devices.

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  • Verizon's Latest Discount Illustrates Why Intel Media Faces a Tough Road Ahead in Pay-TV

    Several weeks ago, after watching Intel Media chief Erik Huggers interviewed at the D: Dive Into Media Conference, I expressed skepticism that the company's marketing plan for its forthcoming pay-TV service would work. Huggers explained that Intel would emphasize a breakthrough, high-quality video experience, rather than a "value approach" where consumers could possibly save money by switching to Intel.

    While I agree with Huggers that there's a lot left to be desired in today's pay-TV experience, the reality is that the industry's big players have set the tone for how consumers make their decisions to switch providers: price first, features second. The latest evidence of this was another Verizon mailer that arrived at my house last week (see below), offering a 2-year, $89.99/month bundle of video/broadband/voice and a $250 Visa card. Verizon will also bump the broadband speed to 50/25 mbps as a bonus.

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  • Comcast App Now Allows Video Downloads to Mobile Devices for On-The-Go Viewing

    Comcast has announced that Xfinity TV subscribers who use the Xfinity TV Player app on their Android and iOS mobile devices can now download certain TV shows and movies, so they can watch when they're not connected to a broadband network. The download option closely mirrors TiVo's recently announced "Stream" device, which also allows downloading.

    As I wrote in my review of TiVo Stream, I think the offline viewing use case is a killer app. Despite the proliferation of 4G services, the reality is there are still plenty of times when connectivity is sub-par or non-existent, particularly in transit situations (e.g. airplanes, cars, trains, etc.). Further, the elimination of unlimited data plans by wireless carriers makes streaming long-form content prohibitively expensive. As a result, the download option is very attractive, especially for travelers.

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  • Comcast Notches 8th Straight Quarter of Lower Video Subscriber Losses; Where are the Cord-Cutters?

    Last Friday morning Comcast reported strong Q3 '12 results, including its 8th straight quarter of lower year-over-year video subscriber losses. For Q3 '12, it lost 117K subscribers, vs. 165K in Q3 '11. This pattern stretches all the way back to Q4 '10, when Comcast lost 135K subscribers, vs. the 199K it lost in Q4 '09. Obviously no business likes to lose customers, but Comcast's (and all cable operators') reality is that with the incursion of telcos and satellite operators, some market fragmentation was inevitable.

    On its earnings call, Comcast executives didn't point to any one reason for the ongoing video subscriber improvement, except to point to solid execution and "competing effectively with our improved products and services." Of course it doesn't hurt that the economy and housing have both picked up recently. Comcast's performance is also likely coming at the expense of telcos and satellite operators, whose Q3 results have not yet been fully released.

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  • YouTube and Apple Could Be Big Winners if Hulu Loses Network TV Exclusivity

    Variety is reporting on an internal Hulu memo indicating that the imminent buyout of Hulu's private equity partner may spark a series of changes, including the possible departure of CEO Jason Kilar and modifications to its content licensing arrangements with its broadcast network TV owners. Kilar has done an excellent job with Hulu, creating a top-notch user experience that is monetized through both ads, and more recently through subscriptions at Hulu Plus. Kilar has more than defied the skeptics who dismissively labeled Hulu "Clown Co." prior to its launch.

    Nonetheless, there can be no disputing the fact that Hulu's essential asset from the outset has been exclusive next-day access to programs from Fox and NBC (now Comcast) and more recently, Disney/ABC. Broadcast TV is still by far the most popular programming around, and even though Hulu has added dozens of content partners, including a high-profile deal with Viacom, the reality is that for many Hulu users, it's a destination to catch up on their favorite broadcast programs. 

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  • Comcast vs. Netflix: 4 Lessons for Digital Video Success

    In the past 2 weeks, Netflix delivered tepid Q2 results and a cautious forecast, while Comcast reported strong broadband numbers and an improving video subscriber picture. That's a big reversal from a year ago, when Netflix was flying high and talk of cord-cutting hung over the entire pay-TV industry. So what might we learn from these 2 companies' experiences over the past year? Though I'm sure there are plenty of lessons, here are 4 that come to mind:

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  • VideoNuze-TDG Report Podcast #142 - NBC Olympics Streaming; Pay-TV Losses; Aereo's Low Pricing

    I'm pleased to be joined once again by Colin Dixon, senior partner at The Diffusion Group, for the 142nd edition of the VideoNuze-TDG Report podcast. In this week's podcast Colin and I first discuss NBC's Olympics video streaming. Despite some high profile criticism, we agree that NBC has actually done a pretty good job and has laid a foundation for live streaming to be an expected part of all Olympics coverage in the future.

    Next we review Q2 '12 results from some of the largest pay-TV operators. Video subscriber losses continue, although Q2 is historically a soft quarter. Colin notes that recent TDG research shows the pay-TV value proposition is increasingly challenged and he believes that means higher churn is ahead, with bigger opportunities for OTT options.

    Speaking of those options, Aereo announced new low-cost plans and both Colin and I agree that they're a clever way to reduce entry barriers and increase viewing flexibility. It's still early, but we like Aereo's odds of success.

    Last up, we note the early demise of the Nexus Q media streaming device, a product that both us called a dud a couple of weeks ago.  

    Listen in to learn more.

    Click here to listen to the podcast (21 minutes, 43 seconds)



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  • Comcast's SVP Matt Strauss: "You Have to Envision a World Where Video Will Be Everywhere" [VIDEO]

    Comcast reported strong 2nd quarter results this morning, adding another 156K broadband subscribers, while losing 176K video subscribers, an improvement over the 238K it lost in Q2 '11. It's the seventh straight quarter Comcast has improved its video subscriber losses, while driving the average monthly revenue per subscriber up another 8% to $148.57.

    At the recent VideoNuze 2012 Online Video Advertising Summit, I did a fireside chat with Matt Strauss, Comcast's SVP, Digital and Emerging Platforms, who articulated Comcast's strategy for meeting consumers' ever-higher video expectations. Matt observed that "you have to envision a world where video will be everywhere." This seems to be the rallying theme for all of Comcast's recent video efforts. Matt describes how the company has reorganized itself to collapse traditional boundaries between linear, on-demand and online groups, including now having just one user experience team.

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  • Major TV Everywhere Breakthrough: Comcast is "Auto-Verifying" Users of NBC's Olympics Streaming

    There's a major breakthrough in the TV Everywhere landscape to report - Comcast is "auto-verifying" its Xfinity subscribers' access to NBC's online and mobile video streaming of the Summer Olympics. A Comcast spokesperson confirmed that this is the first time TV Everywhere content is being made available to its subscribers without them having to submit their user name and password credentials to gain access.

    This is a real milestone as authentication has been widely viewed as a cumbersome process step for subscribers. That's because many people have not created user names and passwords with their pay-TV operator and/or can't remember them. In addition, authentication systems are not yet stable, often requiring repeated log-ins to the same app, and also across different apps (I've had to repeatedly log-in to every TV Everywhere app I've ever used). Exacerbating things, so much online video is freely available that the TV Everywhere login process feels intrusive for users accustomed to immediately being able to watch.

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  • Comcast's Speedy New X1 Platform Gives Glimpse of Future [REVIEW]

    Comcast has been letting me test-drive its new "X1" platform on a second TV in my house for the last couple of weeks. X1, which was recently announced at the Cable Show, is the company's new state-of-the-art set-top box, built by Pace, that delivers video via traditional "QAM" technology along with apps and other content via web-standard IP technology. The latter allows X1 to create a richer, more web-like user experience.

    X1's biggest leap forward vs. the traditional Comcast digital set-top (which I still have on my main TV) is its speed and responsiveness. X1 is amazingly fast, unlike any other pay-TV set-top I've ever used, and easily on a par - or better - than any web site or iPad/mobile app I've recently used (it actually feels faster than many web sites I visit given their increasingly bloated pages). X1 also blows away my Samsung connected Blu-ray player's abysmally slow performance.

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  • VideoNuze-TDG Report Podcast #137 - Debating DOJ's New Cable Investigation

    I'm pleased to be joined once again by Colin Dixon, senior partner at The Diffusion Group, for the 137th edition of the VideoNuze-TDG Report podcast.

    First up this week, Colin and I discuss this week's news that the Department of Justice is investigating whether cable TV companies are acting to suppress online video. As I wrote on Wednesday, it's good for the government to be vigilant, but for now anyway I don't believe online video providers or consumers are being impacted (rather I suggested if the DOJ wants to address a REAL way consumers are being harmed it should look into the multi-billion dollar per year subsidy non sports fans are forced to pay for expensive sports networks).

    Colin disagrees with me. As he's stated in the past, he believes the use of "private networks" to deliver video traffic to connected devices that doesn't count against data caps creates preferred broadband lanes and are inappropriate (Colin believes Comcast is doing this with its recent plan to deliver video services to the Xbox).

    Wrapping up, Colin shares observations from Cisco Live a big analyst event he attended earlier this week and I do some shameless plugging for next Tuesday's VideoNuze Online Video Advertising Summit.

    Click here to listen to the podcast (20 minutes, 36 seconds)




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  • Here's The REAL Problem DOJ Should Be Focusing On In Its New Cable Probe

    The WSJ has broken a big story this morning that the Department of Justice is apparently pursuing an antitrust investigation into whether cable TV companies are taking steps to limit the rise of online video usage. The DOJ is primarily looking into the role of data caps, the use of private networks for delivery of certain programming to connected devices, the use of TV Everywhere authentication, and even the model of most-favored nations clauses between cable TV networks and pay-TV distributors.

    While it's generally a good thing for the government to keep an eye on how business is conducted (the recent financial crisis demonstrates what happens when it doesn't), to my mind none of these issues are really hurting consumers, yet anyway. Rather, if the government truly wanted to focus on an immediate, huge, and worsening consumer problem in the pay-TV business, it should be focused squarely on sports, and more specifically the multi-billion dollar annual subsidy that non-sports fans are required to pay due to current cable network bundling practices.

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