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Samsung Notches 2 Million App Downloads
(Friday update #4) Samsung has now gained 2 million app downloads through its connected TVs and devices, with apps from YouTube, Hulu Plus, ESPN Next Level, AccuWeather, Google Maps and Texas Holdem leading the way. Samsung said there are 380 total apps available for download of which 259 are free. The 2 million milestone comes less than 2 months since Samsung announced its 1 millionth download. Some analysts, like my colleague Colin Dixon at The Diffusion Group, have criticized these new "SmartTVs" as actually being quite dumb, but Samsung's experience appears to show that the app model on TVs is beginning to catch on.
Categories: Devices
Topics: Samsung
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Vook Books a $5.75 Million Series A round
(Friday update #5) Vook, which publishes digital versions of books, featuring video, images and social sharing alongside the text, announced a $5.75 million Series A round this week from VantagePoint Venture Partners and Floodgate. When I spoke to Vook's founder Brad Inman last June I came away very impressed with his vision for enhancing traditional books with multimedia in thoughtful, innovative ways. Vooks are a perfect fit for the burgeoning universe of e-readers and tablets like the iPad and Samsung Tab. They key for Vook is generating awareness and demand for its new format. Partnerships will be critical.
Categories: Deals & Financings, Friday updates
Topics: Floodgate, VantagePoint Venture Partners, Vook
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mDialog Powering Video Ads in Shaw Media's Global TV iPad App
Mobile video ad platform mDialog has been selected by Shaw Media of Canada to power video ads in its Global TV iPad app. The app was released on December 4th and quickly rose to the top of the free chart of the Canadian version of App Store. The app allows full episode viewing of various TV programs.
With mDialog, Shaw will be able to insert targeted, real-time, non-skippable ads into its programs. Given the iPad's superior touch-screen engagement, more interactive ad executions will no doubt follow. The mDialog platform also provides real-time reporting and analytics.
Categories: Devices, International, Mobile Video
Topics: iPad, mDialog, Shaw Media
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Amazon Acquires LOVEFiLM Making Netflix's European Expansion a Lot Harder
Amazon announced this morning that it has bought the remaining 58% of European DVD-by-mail and online subscription service LOVEFiLM. Amazon
gained its stake in 2008 when LOVEFiLM acquired Amazon's European DVD rental business (Amazon also invested in LOVEFiLM as part of the deal). Given Amazon's position, the new deal, said to be worth around $320 million, was widely rumored.
Though the companies offered no insight in the press release as to what prompted the move, I think it can be interpreted as a bid by Amazon to make Netflix's expansion into the European market much harder. Netflix expanded into Canada last September with a streaming-only service and has continued to beef up the content selection offered there, even as stories have emerged that Canadian broadband ISPs' consumption caps can generate incremental fees for heavy Netflix users. Nonetheless, Netflix has been bullish about its near-term profitability expectations in Canada and executives have made no secret of the company's intention to expand further internationally, with Europe certainly in the bullseye.
Categories: Aggregators, Deals & Financings, FIlms, International
Topics: Amazon, LOVEFiLM, Netflix
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AdoTube Gets FreeWheel Certification
AdoTube, the online video ad platform, has secured Certified Partner status from FreeWheel, the video monetization technology provider. The companies have been collaborating since March, 2010. The certification means that AdoTube and its ad formats comply with FreeWheel's own criteria as well as IAB standards. Joint customers are able to take advantage of deep integration between the companies.
I last wrote about AdoTube in October, in conjunction with its "Polite Pre-Roll" which cleverly allows users to close out an ad when it begins playing, with period subtle reminders to follow. In research, the unit was found to have a 3.76% vs. 1.61% for standard pre-roll ads. This is an example of the more flexible and viewer-centric approach to video ads that is taking hold. As another example, YouTube recently unveiled its "TrueView" video ads, which offer more viewer control. And Hulu introduced early last year its "Ad Selector" option that allows viewers to choose which ads they want to see. No doubt more initiatives like these to follow.Categories: Advertising
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In Approving Comcast-NBCU, the FCC Blesses the Cable Model
Reading yesterday's FCC press release approving the Comcast-NBCU transaction, my main reaction was that rather than using the opportunity to try to force fundamental changes in the core cable business model, the FCC, through its key conditions, instead essentially blessed it.
Comcast - and by extension other pay-TV operators - must be delighted that their core packaging and pricing philosophies were basically untouched. Cable networks and studios should also be happy that their ability to monetize
through the monthly affiliate model remained intact as was their flexibility to monetize online (mostly). As a result, the large ecosystem of participants in the video ecosystem (e.g. talent, production personnel, etc.) should also be happy that their economic well-being won't be disrupted. Lastly, investors in the pay-TV ecosystem should also be happy; it's always a good day when the government chooses not to meddle in markets that are working pretty nicely from investors' perspective.
To get more specific, in the press release there are 7 key conditions under the heading, "Protecting the Development of Online Competition" that Comcast and/or Comcast/NBCU are required to follow. These relate to online video and I have listed them out below. After each one I have added my analysis/reactions.
Categories: Cable Networks, Cable TV Operators, Deals & Financings, Regulation
Topics: Comcast, FCC, NBCU, Netflix
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YouTube Charges $375K Per Day for Home Page Masthead Ads, Plus Other Fun Facts
The February edition of Fast Company magazine, which features a lengthy piece on YouTube, includes a number of interesting data points. One that caught my eye is that YouTube charges $375,000 per day for a home page
"masthead" ad (these are the rich media 970x250 ads that occupy the top third to half of the home page). According to the article, the home page generates an average of 45 million views per day (though it's not clear if that's U.S.-only or global). A companion article notes that the home page gets 18 million visitors in the U.S. only.
The ad running today, for Lexus's new CT 200h hybrid is a typical masthead implementation: graphics rich, with embedded video, and links to a series of original, branded videos (in this case "Darkcasting" vignettes). Last September, in "YouTube Gets Center Stage in Google's New 'Watch This Space' Ad Campaign," I noted that the premier brands that used the masthead unit in the previous month included Sony Pictures, Lionsgate, Showtime, NBC, Mattel, EA, T-Mobile, American Express and others. Each has its own creative execution that often extended far beyond what's typically seen in rich media display ads (my favorite example continues to be the Sly Stallone ad for the movie "The Expendables").Categories: Advertising, Aggregators
Topics: Fast Company, YouTube
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On-Stage Interview With Netflix's Content Chief Ted Sarandos, Next Week in Miami Beach
Please join me in Miami Beach next Tuesday, January 25th when I'll be doing an exclusive one-hour interview with Netflix's chief content officer Ted Sarandos at the annual NATPE Market conference. The session is sponsored by William Morris Endeavor. The NATPE Market conference runs from next Monday to Wednesday at the luxurious Fontainebleau Resort.
Ted is Netflix's point person for the company's lengthy list of recent content deals (e.g. EPIX, Disney/ABC, NBCU, Relativity Media, etc.) that have powered the popularity of Netflix's streaming service. Among the topics we'll discuss include how Netflix decides what type of content to pursue, how these deals are typically structured, how big Netflix's budget is for ongoing content acquisition, which connected devices are most popular for Netflix streaming use, which competitors he's most worried about, and what's on the roadmap for 2011 and beyond.
Categories: Aggregators, Events, People
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