VideoNuze Posts

The Wall Street Journal is reporting that the fees CBS, Fox, NBC and ESPN each pay to broadcast NFL games will double or more in new long-term agreements currently being finalized. Once again we are presented with the incongruity that sports rights are escalating even as the pay-TV subscriber audience able to watch these networks is shrinking.

As the Q4 earnings season wrapped up, the contraction of pay-TV was again in the news this week as analysts tallied the final losses for 2020. MoffettNathanson pegged the subscriber loss in 2020 among traditional cable, satellite and telco operators at approximately 6 million, with virtual operators (e.g. YouTube TV, Hulu, etc.) offsetting it by adding approximately 2 million subscribers.

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discovery+ accounted for 19% share of US SVOD signups in January according to new data released by ANTENNA, a subscription insights provider. That put discovery+ at the top of the SVOD market, ahead of HBO Max (14%), Disney+ (13%) and Hulu and CBS All Access (each with 11%).

discovery+ launched on January 4th in the U.S. and recently estimated it would have 12 million paying subscribers at the end of February, including 7 million paying in the U.S. discovery+ made a content-rich debut with 55K TV episodes, more than are available on Netflix, Disney+, Peacock and HBO Max. discovery+ also plans to add 1,000 hours of original content this year.

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Music video network Vevo has chosen ad measurement provider iSpot to quantify connected TV audiences and authenticate the incremental reach of advertisers’ campaigns running on Vevo. CTV has been a major source of growth for Vevo with viewership up 30% globally and up 58% in the U.S. in 2020.

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Crackle Plus is expanding its relationship with video supply-side platform SpotX to help monetize new distribution across a variety of free ad-supported streaming TV (“FAST”) services, the companies announced this morning. Crackle Plus is now available on 29 devices and services and has announced deals with fuboTV, Philo, VIDAA, VIZIO and Xumo which it estimates will expose Crackle Plus networks to over 60 million new viewers in 2021.

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If you’re looking to better understand the underlying challenges of unifying buying and selling video advertising across linear TV and streaming TV, FreeWheel released a valuable report last week called “The Definitive Guide to Unified Video.”

The report is especially timely as the pandemic has accelerated the adoption of streaming and linear ratings continue to fall. As a result, advertisers are working harder to build effective campaigns, especially those that can reach younger audiences. TV networks are adapting by delivering their content directly to audiences through digital services, often with ad support. Linear will continue to be a sizable though shrinking part of the viewership pie over time, while streaming will increase. So figuring out how to unify buying and selling across the two during the transition period and beyond is critically important.

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Welcome to the 550th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

ViacomCBS shared more content and pricing details for Paramount+ this week, ahead of its March 4th launch. Colin and I agree that from a content perspective, it’s an “everything but the kitchen sink” strategy, with a strong lineup of 30K+ TV episodes and 2,500 movies, plus sports, kids and originals. ViacomCBS repeatedly referred to the Paramount+ approach as a “mountain of entertainment.”

Paramount+ is also priced aggressively, at $4.99 per month with ads and $9.99 per month without ads. That’s slightly less than Hulu’s comparable tiers and equal to Peacock’s pricing. Colin and I are interested to see what the Paramount+ ad load looks like compared to Hulu and Peacock.

We also discuss Netflix’s new Downloads For You feature, announced earlier this week. Colin has given it a spin and while we agree the feature is a valuable, it is diminished by the content that is recommended, which didn’t match Colin’s tastes.

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Video ad impressions by device were redistributed in 2020 vs 2019 according to Extreme Reach’s new Video Benchmarks Report which is based on ad serving data from the company’s AdBridge platform. The biggest changes included video ad impressions on desktop increasing from 16% share in 2019 to 22% share in 2020, while video ad impressions on CTVs dropped from 49% share in 2019 to 38% share in 2020. ER said the redistribution occurred as “work from home became the norm” due to the pandemic.

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Netflix has introduced “Downloads For You,” a clever feature that automatically downloads recommended TV shows and movies to users’ mobile devices. For now the feature is available on Android devices globally, with iOS devices being tested soon (I’m an iOS user so I haven’t been able to try it out yet). Netflix users opt in to Downloads For You and then choose how much space they want to allocate on their device for recommended downloads - 1GB, 3GB or 5GB. 

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