-
Inside the Stream: Comcast’s SpinCo Signals More Cable Network Consolidation
This week Comcast announced its decision to spin out all of its cable networks except Bravo into an independent company. For years cable networks were the financial jewel in the TV industry, driven by both carriage fees pay-TV operators paid to carry them, plus advertising revenues. The shift from analog to digital opened up vast new shelf space which enabled even more cable networks to be created.
But as Colin and I discuss, the Internet and streaming have changed all of that. In the age of cord-cutting, cable networks have become a declining business, and Comcast’s decision to spin off most of its portfolio was inevitable. For a variety of reasons the spin off also paves the way for addition consolidation in the industry.
Listen to the podcast to learn more (20 minutes, 48 seconds)
Browse all previous podcasts
Subscribe to Inside the Stream
Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Cable Networks, Deals & Financings, Podcasts
-
Inside the Stream: Disney’s AVOD Subscriber Surge, Prime Video’s Title Tonnage
Disney’s fiscal Q4 results confirmed a broader industry trend that ad-supported subscribers are driving growth for streaming services. Disney’s CEO Bob Iger said 60% of new DTC subscribers are on the ad tier, with 37% and 30% of US and international subscribers, respectively, now on the ad tier.
Related, Netflix said earlier this week that 70 million monthly users are reached via its ad-supported plan, up from 22 million in January. It also said over 50% of new subscribers in countries where an ad tier is available sign up for it. Colin and I discuss the reasons viewers are choosing ad-supported plans.
Related, we also explore new Gracenote data showing the disproportionate amount of SVOD titles on Amazon Prime Video.
Listen to the podcast to learn more (29 minutes, 54 seconds)
Browse all previous podcasts
Subscribe to Inside the Stream
Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: Advertising, Podcasts
Topics: Amazon, Disney, Gracenote, Podcast
-
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)
Browse all previous podcasts
Subscribe to Inside the Stream
Apple Podcasts Google Podcasts Spotify Amazon Music RSSTopics: eMarketer, Podcast, Tennis Channel
-
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
More Posts on VideoNuze
- Inside the Stream: Comcast’s Cable Networks Spinoff, YouTube’s $50 Billion Revenue
- Inside the Stream: Disney Drops Apple’s App Store, CTV Ad Standards and More
- Inside the Stream: Amazon Rules Streaming Video Distribution; Comcast is Indifferent
- The Essential Role of Authenticated Audiences in CTV Advertising
- Inside the Stream: Can Google TV’s New Features Increase Its Market Share?
- Inside the Stream: Antenna’s CEO Dives Into New Research on Specialty SVOD
- Inside the Stream: New Google and Roku Streamers, Disney+ Paid Sharing Launches and More