VideoNuze Posts

U.S. adoption of Netflix, Amazon Prime and/or Hulu is up to 64% of homes, an increase from 47% in 2014, according to Leichtman Research Group. Of those who have one of these SVOD services, 51% now have more than one of them, up from 35% in 2014.

On our podcast last week, Colin and I talked about how the number of people taking multiple SVOD services has become a central trend in the industry and is helping spur growth for all providers. Both Amazon’s Jeff Bezos and Netflix’s Reed Hastings have insisted over the years that people will take multiple services, and that appears to now becoming reality.

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I’m pleased to present the 380th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

Earlier this week Netflix reported its Q2 ’17 results, with domestic and international subscriber additions exceeding even the most optimistic Wall St. forecasts. But as Colin and I discuss, it is extremely murky what actually drove the strong performance. In fact, Netflix’s Q2 ’17 varied dramatically from prior years, creating a roller-coaster feel that makes it almost impossible to predict where Netflix is heading next.

Highlighting the confusion is that Netflix management again emphasized the role of its original content in driving the Q2 numbers. Yet independent research just a couple months ago indicated that in Q1 ’17, 85% of Netflix’s U.S. streams were actually licensed content, despite the many billions the company has invested in originals. To top it off, Colin reports that he repeatedly hears industry friends say “there’s nothing on Netflix to watch.”

There’s no question Q2 reinvigorated the Netflix growth story. But what’s behind that story feels harder to understand than ever.

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Videology has released its latest Knowledge Lab research report which is focused on first-party data and how it is being used to help target video ads.  Among the highlights of the report are that 25% of video campaign impressions Videology now serves use first-party targeting. Overall, the percentage of video campaigns using first-party data has increased from 5% in 2015 to 11% in the first half of 2017.

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Tout, which syndicates premium video to over 4,000 sites, has inked a partnership with Grapeshot, a real-time marketing intelligence and optimization platform. Tout’s CEO Michael Downing told me in a briefing that the goal is to provide ad buyers increased transparency about the pages in which Tout content partners’ video is placed and also enable buyers to target more specific audience segments and context.

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Video ad tech provider Cadent announced this morning enhancements to its core addressable linear TV solution to enable ad delivery across OTT, network DVR and VOD as well. The entire system connects to multiple third-party ad servers through open standards so that pay-TV operators can fulfill on advertisers’ desires to plan, deliver and measure video campaigns holistically across screens.

In a briefing, Cadent’s CTO and COO, Stephanie Mitchko-Beale told me that a big differentiator for Cadent’s solution is that all ad decisioning is done in the cloud, which reduces the load that set-top boxes must carry and allows operators to dynamically insert ads in appropriate places. Operators can aggregate audiences across the different ways viewers consumer content, in turn giving advertisers a total view of usage.

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Netflix reported eye-popping Q2 ’17 results late yesterday, adding a total of 5.2 million subscribers (1.07 million domestically and 4.14 million internationally). These greatly exceeded the company’s own guidance (which it says is the same as its internal forecast) of 600K domestically and 2.6 million internationally for Q2 ’17. As a longtime Netflix observer, here are my 5 takeaways from the Q2 ’17 results:

Read the 5 takeaways

If you’re like me, you may have noticed that recently you’ve become a little less patient when you to try to watch a video and things don’t go exactly right. Whether it’s difficulty finding the desired video, momentary buffering, an intrusive/irrelevant ad or some kind of device issue - these sources of friction are increasingly noticeable and in turn disappointing.

I don’t find this surprising. We live in a world where instant gratification and seamless user experiences are becoming the new normal. Those that don’t measure up stand out more readily as sore thumbs. Among other things, we can now do a super-convenient voice search using a smart speaker, request a personal driver though Uber or Lyft with just a few taps on our smartphones, get a refund on an Amazon return the moment the package is scanned at UPS and lots more. Simply put, for many of us, the Internet and apps are making life easier all the time.

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I’m pleased to present the 379th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

On this week’s podcast Colin and I discuss recently released data from Nielsen, Parks Associates and Roku, which all underscore the growing momentum of connected TVs.

Colin’s analysis of Nielsen’s data shows that across all viewers, connected TV device viewing has increased from .4 hours per week in Q1 ’14 to 2 hours 30 minutes per week in Q1 ’17. Zeroing in specifically on users with connected TVs, the view time nearly quadruples.

The Parks data reinforces these trends, finding that 50% of U.S. broadband users are watching video on TV, using their connected TV devices (separate industry data has indicated over 70% of U.S. homes actually have at least one connected TV). The big 3 services (Netflix, Amazon and Hulu) continue to dominate, but Parks noted that certain niche SVOD services are gaining real traction.

Finally, Colin shares his analysis of Roku’s new data on times spent with the device. Roku’s numbers are noteworthy because they’re the only connected TV device that self-reports any usage data.

Listen in to learn more!
 
Click here to listen to the podcast (22 minutes, 34 seconds)

Click here for previous podcasts.

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!