4C - leaderboard - 4-25-18

Analysis for 'Podcast'

  • VideoNuze Podcast #454: Is YouTube Doing Enough For Its Creators? Brightcove’s Deal for Ooyala OVP

    I’m pleased to present the 454th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Colin’s site published a provocative piece this week focused on whether YouTube is doing as much as it should for its vast network of content creators. In our first segment this week we debate this question. Colin asserts YouTube isn’t, while I counter it’s likely doing as much as it feels it needs to, and especially focuses on its biggest creators. We do agree that with YouTube’s audience still growing and advertisers returning, the question may be moot anyway.

    We then dig into this week’s deal by Brightcove to acquire Ooyala’s OVP business, joining two traditional competitors. For me the deal illustrates the rising bar video platforms must meet for both publishers and users, driven by in-house technology found in Netflix, Hulu, Amazon, YouTube and others and the need for greater scale. From a strictly financial standpoint, Brightcove’s move seems savvy and opportunistic.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 3 seconds)



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  • VideoNuze Podcast #453: Super Bowl Streaming Hits New High

    I’m pleased to present the 453rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This past Sunday’s Super Bowl set the record for the lowest total score in the Big Game’s history, but it also set the highest record for number of people watching the action via the Internet. According to Colin’s excellent analysis, upward of 7 million people streamed some portion of the game. About 2.6 million did so via CBS and NFL digital properties. But per Colin’s calculations nearly twice as many watched via virtual pay-TV operators, which stream their services over the Internet. We both believe YouTube TV played a leading role.

    So while the total TV audience watching shrunk to 98.2 million, its lowest level in over 10 years, the number of people who trusted the Internet to stream the action rose to a new high. We discuss the implications of this and the growing role virtual operators are playing now. We also observe how the Big Game’s advertising roster included SVOD providers and other digital-first companies, a sign of its ongoing superiority in reaching a mass audience.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 36 seconds)



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  • VideoNuze Podcast #452: Where Do Virtual Pay-TV Operators Go From Here?

    I’m pleased to present the 452nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week’s news that DirecTV Now lost 267K subscribers in Q4 ’18 (a swing from 368K it added in Q4 ’17) raises critical questions about where the virtual pay-TV industry goes from here? As virtual operators’ discounted promotions trail off, prices rise, programming gets rationalized, competition rises and viewers turn to SVOD and ad-supported OTT options, a far more challenging road lies ahead for growing and retaining subscribers.

    In this week’s podcast, Colin and I dig into these issues and speculate on whether, 2 years from now virtual operators combined are more likely to have 15 million subscribers or 1 million subscribers? In other words, which direction is this industry really going in? AT&T seems determined to play a key role with the collection of assets it has assembled. But timing and execution are critical to its success.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 16 seconds)



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  • VideoNuze Podcast #451: Sling TV and Hulu Offer SVOD Services; NBCU to Launch DTC

    I’m pleased to present the 451st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week we talk about Sling TV’s new initiative to promote third party SVOD services, including to consumers who aren’t  subscribers to its underlying virtual pay-TV service. Colin and I differ about its potential and whether Sling TV has “permission” to pursue this. We debate the upside of a separate new Sling TV initiative to provide a layer of free on-demand content. We also dig into Hulu’s new emphasis on SVOD aggregation which seems promising to both of us.

    We then shift to discussing NBCUniversal’s plan to launch its own direct-to-consumer (DTC) service for non pay-TV subscribers. Colin is somewhat underwhelmed, while I think it’s a step in the right direction and too early to tell how aggressive the offer will turn out to be.  

    Less than 3 weeks into the new year, it’s clear that big video providers are continuing to experiment and jockey for position.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 53 seconds)



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  • VideoNuze Podcast #450: Apple Struggles in the Connected TV Era

    I’m pleased to present the 450th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    At CES this week Apple unveiled partnerships with big TV manufacturers including Samsung, LG, Vizio and Sony. While these represent progress, as Colin and I discuss, Apple still finds itself at a disadvantage both in enabling TV-based viewing for its upcoming slate of original TV shows (which reportedly cost $1 billion) and in trying to become a Connected TV (CTV) leader.

    Colin and I dig into how others like Amazon, Netflix, Roku, etc. have succeeded in CTV, enabling their content to thrive. Conversely, we explore why Apple’s CTV presence has remained minimal, with the result now being limited viewer accessibility to its originals. Apple came into the CTV era with just about every advantage imaginable, but its “gilded cage” mentality has left it at the back of the pack of big tech companies forging into TV.

    Listen in to learn more!

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



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  • VideoNuze Podcast #449: Why Most Subscription Video Services Will Trend Away From DTC Model

    I’m pleased to present the 449th edition of the VideoNuze podcast (and our first of the new year!), with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast, Colin and I discuss why we both believe most subscription video services will trend away from a pure direct-to-consumer (DTC) model and instead embrace large platforms for distribution. Roku’s plan to support subscription services (following Amazon Channels and Apple’s TV app) bolsters the trend.

    There are numerous benefits to third party distribution for both content providers and consumers. DTC will still have a place in go-to-market strategies, but it will become smaller, except for major players like Netflix and Hulu.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 10 seconds)



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  • VideoNuze Podcast #448: The Top 10 Video Stories of 2018

    I’m pleased to present the 448th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Continuing our tradition for our final podcast of the year, this week Colin and I discuss the top 10 video stories of 2018 - at least in our humble opinions. Once again it has been a very active 12 months, with lots of innovation and change. Colin and I have had a great time analyzing and discussing the critical industry trends each week and we hope you’ve enjoyed listening to our thoughts in 2018.

    Let us know what you think of our choices, whether you agree or disagree!

    Listen in to learn more!

     
    Click here to listen to the podcast (37 minutes, 16 seconds)



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  • VideoNuze Podcast #447: Classic Movie Services Struggle Online

    I’m pleased to present the 447th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    It’s been a tough couple of months for fans of classic movie streaming video services, with AT&T pulling the plug on FlimStruck while another independent/classic movie service, Fandor, is laying off most of its staff and putting its assets up for sale.

    On this week’s podcast we explore possible explanations for why these services  didn’t succeed, including relatively high monthly rates, lack of fit with target audiences, overall economics and more. Colin was a big FilmStruck fan, so he’s now going to have to find other outlets until the classic movies re-appear in the WarnerMedia’s SVOD service coming later in 2019.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 50 seconds)



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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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)



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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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  • 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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  • 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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