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Inside the Stream: SVOD Bundling, Peacock Hits 30M, WBD’s FASTs, Hulu’s Disney+ Tile
On this week’s Inside the Stream Colin and I first discuss the trend toward SVOD services being bundled with one another. We agree the approach makes sense to cut churn and increase the lifetime value of subscribers. Next, Peacock has hit 30 million paying subscribers, which we believe is a healthy milestone for the three year-old service, though its losses are in the billions of dollars.
Meanwhile, WB Discovery has launched 11 FAST channels on Freevee, and Colin shares his thoughts on why the company could be more aggressive with FASTs. Last up, Disney moved the needle on integrating Hulu by adding a tile in the Disney+ UI for a beta group of subscribers.
Listen to the podcast to learn more (31 minutes, 43 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: FAST, Podcasts, SVOD
Topics: Disney+, Hulu, Peacock, Podcast, Warner Bros. Discovery
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Inside the Stream: NASCAR’s $8B Rights Deals, D2C vs. Pay-TV, TikTok vs. YouTube
This week on Inside the Stream Colin and I cover a number of different topics that have been in the news. First up, NASCAR has signed new rights deals with TV and streaming partners for nearly $8 billion, a huge increase from its current deals.
Next we discuss new research indicating that non-pay-TV viewers will outpace traditional pay-TV viewers by the end of the year. Then, TikTok is encouraging creators to make longer videos, in a move to compete with YouTube. Last, Hub reports that built-in apps on Smart TVs get greater usage.
Listen to the podcast to learn more (36 minutes, 54 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Advertising, Devices, Podcasts, Sports
Topics: Hub Research, NASCAR, Podcast, TikTok
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Balancing the TradeOffs in Digital Advertising’s Black Box
Friday, December 1, 2023, 10:30 AM ETPosted by:As a veteran ad executive once said, "Where there is mystery, there's margin."
Since its 2021 introduction, Google’s PerformanceMax (PMax) has aimed to drive ad performance by modeling historical performance data using Artificial Intelligence models. As an automated ad product, it appeals to those who want to "set it and forget it." Sounds great, right? Well, maybe.
Upon further inspection, the tradeoffs for the marketer emerge, particularly regarding transparency, autonomy, and brand suitability. Some recent findings from Adweek highlight this: Advertisers discovered that Google placed a significant portion of their PMax YouTube ads in the open web – not quite the premium placements they were expecting.Categories: Advertising
Topics: Advertising
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Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the growth of Hulu + Live TV and Fubo, with all traditional providers losing subscribers in Q3.
On this week’s podcast we discuss what’s behind YouTube TV’s growth, and also how sports TV continues to be in flux.
Listen to the podcast to learn more (23 minutes, 36 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Cord-Cutting, Podcasts
Topics: Podcast, YouTube TV
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