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Analysis for 'Devices'

  • VideoNuze Podcast #486: Hulu Enables Downloads; Disney-Amazon Clash

    I’m pleased to present the 486th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Colin and I were both excited to see Hulu launch a mobile video downloading feature this week. Hulu had teased the feature over a year ago. As Colin notes though, because it’s only available with the Hulu (No Ads) service and only on iOS devices, just around 15% of Hulu’s overall subscribers will gain access to downloading (at least for now).

    We then discuss reports that Disney doesn’t yet have an agreement with Amazon for its forthcoming Disney+ service to be included in Fire TV devices. The deal is held up due to Amazon’s attempt to wrangle more ad inventory in Disney’s other apps. The situation is typical of the complex and sometimes competitive relationships between big media and technology companies today.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 25 seconds)



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  • Research: Connected TVs Account for 50% of Video Ad Impressions

    Half of video ad impressions were delivered on connected TV devices in Q2 ’19, according to Extreme Reach’s latest Video Benchmark Report, which is based on the company’s AdBridge ad server. That was up just a bit from Q1 ’19, but up significantly from Q2 ’18 when CTV accounted for 38% of ad impressions. Other devices’ video ad impressions shares dropped year over year: Mobile from 31% to 25%, Desktop from 23% to 16% and Tablet from 9% to 6%. Unclassified took a small percentage as well.

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  • VideoNuze Podcast #484: New Industry Data on Connected TVs and Cord-Cutting

    I’m pleased to present the 484th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we discuss newly released industry data from FreeWheel’s Q2 ’19 Video Marketplace Report, Roku’s Cord-Cutting 2019 study and Manatt-Vorhaus Advisors Digital Strategy study.

    Each contains insights about the video industry and fast-changing viewer behaviors. In particular, we focus on the dominance of connected TVs in video ad views, new trends in cord-cutting and the rising usage of smartphones among younger audiences.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 36 seconds)



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  • FreeWheel Q2 VMR: Connected TVs’ Rapid Growth Continues

    Connected TVs continued their impressive growth in premium video, according to FreeWheel’s Q2 ’19 Video Marketplace Report, which found that 55% of total video ad views in the U.S. now happen on CTVs.  That’s more than the combined share of video ad views on other devices: mobile (17%), set-top box video (14%) and Desktop (14%).

    Connected TVs’ growth rate also vastly exceeded those of other devices. CTV video ad views grew by 48% year-over-year, while mobile and STB video each grew 3% and desktop was down 2%. CTVs have taken a central place in TV consumption, with full episodes accounting for 50% of views and live accounting for 47% of views. Even as CTV share had dramatically increased, ad completion rates have remained strong. FreeWheel found an 88% and 98% completion rate on pre-rolls and mid-rolls in full-episodes, respectively and an 87% and 97% completion rate on pre-rolls and mid-rolls in live.

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  • Comcast Wisely Reduces Xfinity Flex Price to Zero

    Yesterday Comcast made a smart move by converting its Xfinity Flex service to free for its broadband-only subscribers, eliminating the $5 per month charge that was in place since its launch this past March.

    Colin and I discussed Flex on our podcast back then, and while we both liked its overall value, we found the $5 per month fee to be a head-scratcher. Paying the equivalent of $60 per year for a streaming device with 10K mostly older content titles seemed limiting as other companies were competing aggressively on price and streaming sticks could easily be bought for $30 or less.

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  • VideoNuze Podcast #482: Assessing Apple TV+; TiVo Report Shows Shifting Behaviors

    I’m pleased to present the 482nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week Colin and I assess the prospects for Apple TV+, now that we know the full details of pricing, promotion, devices and content. I really like how Apple TV+ is being bundled for free for a year for Apple device buyers as an easy on ramp to give the service a try. Colin agrees, but cautions that absent Android support, Apple TV+ remains mainly an effort to bolster the Apple ecosystem, not close to a full competitor to other SVOD services.

    Colin then shares key data from TiVo’s latest Video Trends report, which finds the video market’s competition continuing to intensify. Free, ad-supported services like Pluto TV and Tubi are growing strongly, TV networks’ sites are slipping and surprisingly, virtual MVPDs appear to be losing some viewership.  

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 37 seconds)



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  • Apple TV+ Will Get Off to a Fast Start, But Long-Term Future is Uncertain

    Apple finally revealed details of its Apple TV+ SVOD service and by all accounts it looks poised to get off to a fast start when it launches on November 1st. Positives include 9 original shows from A-list talent, low pricing of $4.99 per month, 1 week trial period, ad-free viewing, binge-watching (albeit limited to 3 episodes per show to start), account sharing for 6 family members and downloading.

    But the biggest tailwind Apple TV+ will enjoy is that it will be bundled for a free year for buyers of new or Apple-refurbished iPhones, iPads, iPod touches, Apple TVs and Macs who activate Apple TV+ within 3 months of their purchase. That means millions of viewers will become exposed to Apple TV+ at no cost, especially during the all-important holiday season. There is virtually no upfront friction since the Apple TV app is pre-installed on all these devices, including Macs running the latest macOS.

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  • VideoNuze Podcast #480: Stakes Keep Increasing for Apple’s Original Programming as Transactional Video Declines

    I’m pleased to present the 480th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    The stakes keep increasing for Apple’s original programming, as the company has reportedly upped its commitment to the initiative to $6 billion. As Colin and I discuss, the company is likely starting to realize just how much it will take to put its Apple TV+ SVOD service on the map. Colin suggests a studio acquisition may even be essential, and suggests possibly Sony Pictures.

    All this is unfolding against a rapidly declining transactional video market, in which Apple has been a key player, with consumer behavior moving to subscriptions.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 5 seconds)
     


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  • Report: Apple Has Committed $6 Billion to Originals

    The Financial Times reported that Apple has committed to spend $6 billion on original TV shows and movies for its upcoming Apple TV+ service, which will launch in November. That’s up from the $1 billion it was reportedly budgeting just 2 years ago. The increase no doubt reflects the hard reality that has set in at Apple about what it’s going to cost to compete, rather than just dip its toe in the SVOD water.

    Included in the budget is a $300 million commitment for 20 episodes of “The Morning Show” with Jennifer Aniston, Reese Witherspoon and Steve Carrell (working out to $15 million per episode). Bloomberg separately reported the monthly price will be $9.99, above the introductory $6.99 per month Disney+ price but below Netflix’s $12.99 per month price. Though Apple teased a number of its upcoming shows at its big March media event, it didn’t reveal anything on pricing.

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  • VideoNuze Podcast #478: Roku’s Momentum; Industry Data Supports CTVs

    I’m pleased to present the 478th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    We lead off this week discussing Roku’s strong Q2 ’19 results, including a 36% increase in player unit sales, which the company said was the highest in the growth in the past nine quarters. The results bucked industry research from Parks that Colin and I were just expressing surprise at on last week's podcast, which said streaming media player sales were leveling off. On top of brisk player sales, Roku continues to dramatically expand its platform revenues, which include ad sales and OS licensing.

    Data from Conviva and Pixability this week provides additional evidence of connected TV’s rising viewing share. Finally this week, we explore the dynamics behind a recent Comcast Spotlight report showing TV usage increasing.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 44 seconds)



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  • Research: Streaming Hours Up 130% in Q2 ’19 as CTV Leads Again

    Streaming video hours were up 130% in Q2 ’19 vs. Q2 ’18 according to Conviva’s new State of the Streaming TV Industry report. Connected TVs led with 143% growth, followed by mobile (up 109%) and PC (up 75%). CTVs also led with 28.8 minutes of watch time per play, followed by PC with 15.1 minutes and mobile with 12 minutes.

    Overall, CTVs accounted for 54% of all viewing hours in Q2 ’19, followed by mobile (23%), PC (14%) and others (8%). Roku continues to dominate the CTV category, with 43% of time viewing. Fire TV was a distant second at 18%, followed by Apple TV at 10% and Xbox at 9%.  Roku also had the highest year-over-year growth rate in viewing hours, at 173%, with Fire TV next at 145%, and then Apple TV at 129%.

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  • VideoNuze Podcast #477: Reviewing New Industry Data on Streaming Devices and Consumption

    I’m pleased to present the 477th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Colin and I were both following new industry data out this week. First, Parks Associates shared insights on the streaming media player market, which surprised both of us as having essentially flatlined since last year, with Roku and Amazon now having 70% combined market share. By contrast, Colin notes that recent comScore data showed smart TV sales continuing to grow strongly.

    Then we shift to reviewing data from a new global survey released by Limelight Networks, showing the U.S. leading 8 other countries with 42% daily streaming and downloading activity. The survey also revealed that nearly 82% of 26-35 year old respondents are streaming or downloading on a weekly basis.

    We also provide a little commentary upfront on AT&T’s plan to drop the DirecTV Now name, since we just speculated on AT&T’s video plans on last week’s podcast.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 3 seconds)



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  • VideoNuze Podcast #474: Amazon Keeps Pursuing Video in Creative Ways

    I’m pleased to present the 474th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week Colin and I discuss the “detente” that Amazon and Google seem to have achieved, announcing earlier this week that the Prime Video and YouTube apps will be supported on each other’s CTV devices. That’s good news for viewers who have had incomplete experiences.

    Then Colin describes a new service Amazon’s Twitch has launched called Twitch Prime. Colin sees it as another opportunity for Amazon to drive value back to the Prime service and even create new Prime subscribers. Last, Colin shares some new data illustrating that even though Prime Video has made progress in video, its original programming is still not at Netflix’s level.

    Listen in to learn more!

     
    Click here to listen to the podcast (20 minutes, 44 seconds)
     


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  • YouTube and Amazon Prime Video Apps Return to Fire TV and Chromecast

    Frustrated Chromecast and Fire TV users can now breathe a sigh of relief: parent companies Google and Amazon have announced that apps for YouTube and Prime Video are officially available the other company’s CTV devices. That means Prime Video can be cast once again using Chromecast and is on Android TV devices. And YouTube’s app is available on Fire TV Stick (2nd gen), Fire TV Stick 4K, Fire TV Cube, Fire TV Stick Basic Edition, and Fire TV smart TVs (e.g. Toshiba, Insignia, Element, Westinghouse).

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  • Research: Connected TV Dominates Mobile Video

    Yesterday, Nielsen released its Q1 ’19 Total Audience Report, which among other things showed that connected TV consumption continues to dominate mobile video. For adults 18+ Nielsen found connected TV usage was 54 minutes per day (up from 46 minutes per day in Q1 ’18), while usage of video focused apps on smartphones increased to 13 minutes per day (up from 10 minutes per day in Q1 ’18). Tablet video remained even smaller at 7 minutes per day, up from 5 minutes per day in Q1 ’18 (see image below).

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  • TiVo - full banner - 9-16-19
  • PixabilityONE Unifies Video Ad Buying Across Social and CTV

    Late last week, video adech provider Pixability launched its PixabilityOne platform that unifies video ad buying and campaign management across destinations and social media (e.g. YouTube, Facebook, Instagram) plus Connected TV (e.g. Amazon Fire). The goals of the new platform are to simplify audience targeting and campaign management at a time when video ad buying is more complicated than ever given the proliferation of viewing destinations.

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  • TiVo - full banner - 9-16-19
  • VideoNuze Podcast #473: How Connected TV and Mobile Video Can Coexist

    I’m pleased to present the 473rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Connected TV is one of the hottest trends in the video industry today. So is mobile video, and with 5G rolling out and mobile-first services like Quibi launching, mobile is going to get even more attention.

    But there is some conflicting data which Colin and I discuss this week. For example, a report from Extreme Reach this week showed that CTVs’ share of video ad impressions has grown to 49%, partly at mobile’s expense, and that 30-second ads which are CTV-friendly, now account for 69% of video ad impressions. Yet Colin shares Pew data that at least 17% of smartphone users now don’t even have a wired broadband connection, which likely means CTV isn’t meaningful to them. How can CTV and mobile  coexist and how should content providers be thinking about these trends?

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 32 seconds)



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  • Why Connected TVs Will Shift More Ad Spending [VIDEOS]

    At the recent 9th annual VideoNuze Video Ad Summit, connected TV was a major focus throughout the day. In a presentation, Telaria CEO Mark Zagorski shared research illustrating how connected TV enable customized ad experiences that are more enjoyable, especially for younger viewers, better conversion than social and higher purchase intent than linear TV. With 30% of U.S. households not reachable by linear TV, forecast to jump to 50%, Mark makes a persuasive argument about CTVs’ important role.

    A related after lunch session, “Connected TVs Take Center Stage: What Does It All Mean?” delved even deeper. The session included Christina Beaumier (VP, Product, TV Platform, Xandr), Alison Levin (VP, Global Ad Sales and Marketplace, Roku), Harold Morgenstern (SVP, National Advertising Sales, Pluto TV) and Ken Ripley (VP, Sales, Newsy) with Howard Homonoff (Principal, Homonoff Media Group) moderating.

    Alison noted that 30% of viewers’ time spent is now spent with CTVs, but only 3% of ad budget are. So there’s a lot of room for budgets to shift. Ken, Harold and Christina explained how today’s media plans must include CTV to be complete, especially given viewership fragmentation. They also discuss the value of brands, discoverability, data, a unified currency, attribution and more.

    Watch the videos now!

     
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  • VideoNuze Podcast #466: Roku is Hitting on All Cylinders

    I’m pleased to present the 466th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Roku posted very strong Q1 ’18 results this week, with active accounts surpassing 29 million and streaming hours up 75%. On today’s podcast Colin and I did into all the relevant performance metrics to illustrate Roku’s astounding growth over just the past couple of years. Roku said it now accounts for 1 in 3 smart TV sold in the U.S. eclipsing Samsung for market leadership. With high profile streaming services from Disney, Apple, WarnerMedia and NBCU yet to debut, even more people will be rotating from linear/pay-TV to OTT, which will further benefit Roku.

    Like Hulu, Roku finds itself in the industry’s sweet spot, with a large base of users actively consuming, creating a prime opportunity for advertisers to reach cord-cutters.

    (Note: Roku’s VP of Global Ad Sales and Marketplace, Alison Levin, will speak at the 9th annual VideoNuze Video Advertising Summit on May 29th in NYC. Register now and save!)

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 35 seconds)



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  • Research: Telaria and Hulu Find CTV Advertising Helps DTC Brands

    Telaria and Hulu have released research finding that CTV advertising is helping Direct-to-Consumer (DTC) brands succeed with their marketing objectives. Importantly, the research notes that the reasons people shop DTC are similar to why they watch programming via CTVs: they care about value, convenience and choice. The implication is that DTC and CTV could create a virtuous cycle, helping the other to grow.

    Examples of DTC brands include Caspar, Harry’s, Bonobos and others who create direct transactions with the buyer, primarily through mobile and digital content. DTC brands have been particularly successful in establishing brand awareness and initial scale via social media and banner ads. Jennifer Catto, Telaria’s CMO, believes they’re now primed to capitalize on CTV for big screen ads, since CTV “is accountable to perhaps more modest budgets through digital’s measurable, data and decisioning outcomes.”

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  • TiVo - full banner - 9-16-19
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