VideoNuze Podcast #386: Roku’s IPO, T-Mobile-Netflix Promo, Hulu-Spotify Bundle, Newsy to Cable TVFriday, September 8, 2017, 11:24 AM ET|Posted by Will Richmond
I’m pleased to present the 386th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.
After taking a couple weeks off from the podcast, Colin and I are back, and today we discuss 4 different industry stories that have caught our attention. First up, just before Labor Day, Roku filed its S-1 IPO document, sharing financial details for the first time. Colin and I are both struck by the strength of Roku’s “platform revenues” and believe the company’s strategy of innovating with low-priced streaming devices to gain market share has opened up many revenue options (though Colin’s a bit worried about Roku losing its valuable neutrality position in the wake of launching the Roku Channel this week).
We then move on to T-Mobile’s plan to give away Netflix to its unlimited family plan subscribers. It’s the latest “video as bait” play by a wireless carrier, and we both see this trend accelerating. Another interesting bundle play this week was the $5/mo promotion from Hulu and Spotify. We discuss its potential to extend beyond the initial college student target.
Finally, Colin and I were both intrigued by a plan unveiled by Newsy, a popular millennial-focused news app, to create a linear TV channel by taking over Retirement Living TV’s pay-TV subscribers. It’s a relatively unusual move given most TV networks are launching OTT apps these days.
Listen in to learn more!
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Categories: Advertising, Devices, Music, Podcasts, SVOD, Telcos
Topics: Hulu, Netflix, Newsy, Podcast, Roku, Spotify, T-Mobile