I’m pleased to present the 491st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Disney+ launched this week, nearly 2 1/2 years after Disney announced a massive pivot to focus on direct-to-consumer distribution. Colin and I have both spent time using Disney+ in the past few days and on today’s podcast we share our perspectives.
There’s a lot to like about Disney+, but of course there’s no such thing as completely clear sailing. Potential issues we explore include whether Disney+ can/will create enough new content to keep pace with Netflix (and even whether it should try), how significant churn will be among the first 10 million activations (all of which are on some type of free trial), whether Disney+ can truly scale to 90 million subscribers while maintaining a family focus, what role bundling will play, and more.
Disney+ marks a major step forward in the evolution of the TV/video industries. It will be lots of fun to see how it unfolds.
Listen in to learn more!
Click here to listen to the podcast (25 minutes, 16 seconds)
Disney+ launched yesterday and I spent some time with it on my iPad and 60-inch Roku TV. My main takeaway: Disney+ is a winner. Period. End of story. It will have millions of subscribers by the end of this holiday season, and a multiple of that a year from now. As international markets roll out, the millions will multiply again, many times. Anyone’s growth estimates are just that, because how big and quickly Disney+ grows are mainly functions of how much marketing firepower Disney puts behind Disney+. Based on everything we’ve seen so far, Disney is pulling out all the stops.
Over the past few years a powerful virtuous cycle of wired broadband Internet access, connected TV and over-the-top premium content has taken hold, disrupting the traditional TV and pay-TV industries. This virtuous cycle is going to accelerate going forward, causing further instability for established providers and significant opportunity newer entrants.
Robust broadband is the foundation of the virtuous cycle. Today Leichtman Research Group reported that U.S. homes subscribing to broadband cracked the 100 million level for the first time. Big cable TV operators, who have been offering broadband for 25 years, are the winners, now accounting for 67% market share, vs. 33% for big telcos. That’s up from a 64%-46% split 2 years ago in Q3 ’17. Big cable TV operators continue to gain subscribers (830K in Q3 ’19, up 14% vs year ago) while telcos continued to lose them (down 225K in Q3 ’19, the biggest quarterly loss in over 3 years).
Topics: Leichtman Research Group
I’m pleased to present the 490th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
On this week’s podcast, Colin and I review Apple TV+ which launched this past week, and look ahead to what its strategic value may be to Apple in the long-term. One of things we both observed quickly is that there isn’t really even a distinct Apple TV+ experience. Rather it’s just a name Apple has given to a set of original programs that live within Apple’s TV app, which also prominently features programs from other providers like HBO, Amazon, etc. This is in line with what I expected.
With this positioning, it seems clear that Apple’s primary goal is to make the TV app a hub for a viewer’s whole TV experience. The Apple originals (or “Apple TV+”) are really just an extra incentive to use the TV app. All of this leads us to wonder whether Apple will eventually drop the $4.99/mo charge entirely and just consider the originals a marketing expense to keep users within the iPhone ecosystem. That could also mean an iPhone plus video/music/services package (“Apple AllPass?”) for one monthly price could be on the horizon.
Listen in to learn more!
Click here to listen to the podcast (24 minutes, 24 seconds)