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Inside the Stream: Streaming Sports Viewers Surge Past Pay-TV
eMarketer’s latest data reveals that in 2024, 20 million more viewers will consume live sports on streaming than on pay-TV. With a number of marquee games shifting to streaming ahead (notably NBA to Amazon and Peacock), streaming is poised for more gains. eMarketer forecasts that in 2027 over 127 million viewers will consume live sports on streaming vs. just 75 million for pay-TV.
As we explore, the traditional notion of “sports as a firewall” against cord-cutting is becoming more ambiguous. In some cases sports-oriented TV networks are further blurring the lines. A good example we discuss is The Tennis Channel’s new initiative to include a live feed of its linear network in its Tennis Channel+ streaming service. It’s the first time tennis fans will be able to directly access the linear network.
Listen to the podcast to learn more (26 minutes, 5 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSTopics: eMarketer, Podcast, Tennis Channel
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A Hidden Bias Makes CTV Advertisers Miss Major Opportunities
Thursday, November 7, 2024, 5:31 PM ETPosted by:Dan Larkman
CEO, Keynes DigitalAs the cost of traditional streaming services continues to rise, consumers are increasingly turning to free, ad-supported streaming platforms (FAST channels) like Pluto TV. For advertisers, this shift presents an opportunity to reach diverse and engaged audiences in ways that have been largely overlooked. However, the advertising industry has been slow to fully embrace FAST channels. This hesitation can be traced back to a disconnect between decision-makers and the consumers they’re trying to reach. Many advertising professionals, who are often well-paid and white-collar, personally prefer premium, ad-free streaming services and fail to recognize the unique value FAST channels can offer.
Categories: Advertising, FAST
Topics: Keynes Digital
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Inside the Stream: Comcast’s Cable Networks Spinoff, YouTube’s $50 Billion Revenue
There was plenty of news in the TV/streaming industries this earnings week. First up we discuss Comcast raising the idea of spinning off its cable TV networks to shareholders. A move like this has been speculated about for years, as the networks are buffeted by cord-cutting. Comcast also said Peacock gained 3 million subscribers in Q3, benefiting from the Paris Olympics.
Meanwhile Alphabet said that YouTube’s revenue for the past 12 months hit $50 billion, a first for the company. As we discuss, it’s likely that subscription services, which include YouTube TV, YouTube Music and Premium, Primetime Channels and Sunday Ticket, exceeded $15 billion. That would make YouTube one of the top 3 streaming subscription providers by size.
Listen to the podcast to learn more (21 minutes, 24 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Cable Networks, Podcasts, SVOD
Topics: Comcast, Podcast, YouTube
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Inside the Stream: Disney Drops Apple’s App Store, CTV Ad Standards and More
Four topics for this week’s podcast:
First, Disney+ and Hulu are no longer available for sign up in Apple’s App Store. As we discuss, this feels like a move by Disney to preserve margins, though at the expense of some of its subscribers losing the advantages of unified billing and integrated search/discovery. It also means less competition for Amazon, which is already the dominant distributor of third-party streaming services.
Next, IAB Tech Lab this week announced an initiative to help standardize emerging CTV ad formats. We’re confident it will help more advertisers move spending into the channel.
Third, Fubo is boldly offering premium services on a standalone basis, not requiring a base subscription plan. Fubo aims to be a “super aggregator” and is breaking from pay-TV operators’ traditional approach of enabling access to premium services only for subscribers. It’s a sign of the times, with viewers requiring flexibility and it seems like a savvy play by Fubo to keep viewers engaged with its app.
Last, a variety of streaming services are partnering with grocery chains and delivery apps, which both of us think makes a lot of sense to reduce churn and cost per acquisition. We expect to see more partnerships going forward.
Listen to the podcast to learn more (28 minutes, 3 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Advertising, Apps, Partnerships, Podcasts, SVOD
Topics: Apple, Disney+, fuboTV, Hulu, IAB, Podcast
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