VideoNuze Posts

I'm pleased to present the 294th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

Netflix reported its Q3 2015 earnings this week with overall subscriber growth pretty much in line with the company’s forecast. However, net U.S subscriber additions came in at 880K, which was 270K short of the 1.15 million forecast for Q3 this past July in the company’s Q2 earnings report.

It was the weakest Q3 U.S. subscriber growth since 2011, and continued a downward trend over the past 3 years (1.29 million in Q3 ’13, 980K in Q3 ’14). Netflix said gross subscriber additions in the U.S. were actually up year-over-year in Q3 ’15, and that the shortfall was due to “involuntary churn” caused by credit card companies issuing new chip-enabled cards with new account numbers which in turn caused a disruption in recurring billing.

While we have no reason to doubt the veracity of Netflix’s explanation, many analysts, including Colin and me, find it very murky. Credit card companies have pushed back on the rationale, and other recurring merchants have said they haven’t seen any similar problems. We share our concerns and raise the possibility that Netflix may be reaching the saturation point in the U.S. with slower growth ahead (Q4 results will go a long way to addressing this).

Listen now to learn more!

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The program and initial group of speakers for the Dec. 1st SHIFT // 2015 Programmatic Video & TV Ad Summit in NYC are now available on the SHIFT web site. The program includes 14 sessions that cover all angles of programmatic video & TV. The goal is to help attendees understand what’s driving programmatic video & TV’s rapid growth, benefit from the insights/lessons industry leaders have with programmatic video & TV and learn about the key remaining challenges.

Overall, SHIFT is focused on accelerating the growth and success of programmatic video & TV, to help everyone in the ecosystem. Our initial group of speakers come from leading advertisers, agencies, content providers/publishers and technology providers, including ABC, Altitude Digital, Bloomberg Digital, comScore, Havas Media, Hill Holliday, Horizon Media, MediaVest, Operative, Razorfish, Roku, SpotX, The Weather Company, Videology and Xaxis, with many others to be announced shortly.

There’s a ton of excitement around programmatic and the big impact it’s poised to have on video and TV advertising. Just yesterday I posted on eMarketer’s new forecast that 65%, or $7.4 billion, of online video ad spending will be transacted programmatically by 2017. But to reach that point, there needs to be a much clearer understanding of programmatic’s benefits and how to implement it. My goal is for SHIFT to meaningfully contribute to all of this.

Reminder that all early bird registrants will be entered to win a 50-inch Sharp Roku TV (value $450), generously provided by Roku. In addition, early bird registrants also save $100 off the regular rates. Further discounts are available on 5-packs and 10-packs. And, startups and students can register for the reduced $195 ticket (contact me for the code).

Learn more and register now!

Eyeview has integrated its video ad platform with WideOrbit’s WO Programmatic TV, so that Eyeview clients can programmatically buy and then measure and optimize ads on local broadcast TV. WO Programmatic TV, which is WideOrbit’s  supply-side platform, includes broadcasters covering 115 U.S. media markets, including 18 of the top 25, and 59% of U.S. households.

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According to eMarketer’s latest forecast, by 2017, programmatic will account for 65%, or $7.43 billion, of total online video ad spending of $11.4 billion.

eMarketer has also increased it forecast of programmatic’s share of online video spending in 2015 and 2016. For 2015, eMarketer is now estimating 39%, or $2.91 billion, of online video advertising will be done programmatically (vs. the prior forecast of 28% or $2.18 billion). For 2016, eMarketer is now estimating 56%, or $5.37 billion, of online video advertising will be done programmatically (vs. the prior forecast of 40% or $3.84 billion).

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The line between TV and online video is blurring still further, as Comcast has announced that it is adding short-form online video content from 30 broadcast and cable TV networks to its X1 platform and online at Xfinity.com. The beta launch means that millions of X1 customers will be able to surf the Web tab of the On Demand section on X1 to access the clips.

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thePlatform’s co-CEO Marty Roberts has left the company, GeekWire first reported yesterday. Comcast, which owns thePlatform, confirmed the move subsequently in a statement (see below). Roberts had been with thePlatform for 9 years, beginning as VP, Marketing, then as SVP, Sales and Marketing, and finally as co-CEO, with Jamie Miller. Both were appointed in May, 2014, upon prior CEO Ian Blaine’s departure.

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I'm pleased to present the 293rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

In today’s edition, Colin and I dig into my 5 key takeaways from Advertising Week NYC, which I posted a couple days ago. We review them one by one, sharing additional data points and examples that help flesh each one out. Clearly there are many cross-currents in the TV and video advertising business currently, which are creating lots of opportunities and challenges.

Listen in to learn more!

And remember, on Tuesday, December 1st in NYC VideoNuze is hosting SHIFT // 2015 Programmatic Video & TV Advertising Summit, which will help demystify many of issues swirling around programmatic video & TV. Early bird registrants can win a 50-inch Roku TV and save now!

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!

Teads, which specializes in “outstream” video ads, has partnered with Moat for real-time analytics on viewability for outstream video campaigns powered by Teads. Outstream video ads such as Teads’ “inRead” format can run against text-based content, thereby creating brand-new inventory for premium publishers.

Because inRead ads only play when in view on the screen for a defined amount of time, their viewability is already strong. Teads has advocated for stricter viewability. The Moat partnership gives Teads a custom dashboard to display video ads that have been completed. Teads said that early implementation has shown viewability and attention are nearly double Moat’s viewability benchmarks.