Penthera leaderboard - 3-10-20

Analysis for 'Devices'

  • Linear TV is Dead. Just Don’t Tell Jukin Media.

    After the Democratic Party primary results last night, lots of heads are spinning this morning, including mine.

    But my head was already spinning yesterday afternoon. Here’s why: In the morning I received the note “U.S. Media: Watching the Slow Death of Linear TV…Live (2019 Edition),” from Michael Nathanson at MoffettNathanson. Michael’s an old friend as is his partner Craig Moffett, and together they provide must-read data and insights. I began skimming the note and, as expected, it was jam-packed with all the current evidence supporting the “linear TV is dead (except sports and news)” narrative - especially for younger audiences who have moved to OTT.

    The head-spinning part of the day for me came later in the afternoon when I had a briefing call with Jill Goldfarb, VP of Linear Programming at Jukin Media. If you’re not familiar with Jukin, it’s a user-generated content / viral video powerhouse with over 200 million social media followers globally.

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  • Research: Connected TV Ad Impressions Share Settles Into 50% Range, For Now

    Extreme Reach has released its Q4 and full year 2019 Video Benchmarks Report, finding, among other things, that connected TV (CTV) has settled into a range of approximately 50% share of all video ad impressions. In Q4 ’19 CTV impression share landed at 47%, slightly down sequentially from 51% in Q3 ’19 (also its peak quarter for the year), but slightly up YOY from 44% in Q4 ’18.

    Three months ago, when I reviewed ER’s Q3 ’19 benchmarks report, I wondered whether CTV share would step up in the Q4 holiday season since cord-cutting was accelerating and new services were launching. But it looks like the answer was no, at least for now.

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  • Beachfront, Beeswax and LiveRamp Team Up for Targeted CTV Ads

    Connected TV advertising has a mile-wide opportunity ahead, but there are a few critical challenges that loom, including viewer privacy, lack of cookie-based targeting and cross-screen identity management. There are lots of initiatives addressing these challenges and I have little doubt that over time they’ll all be fully resolved and/or the industry will get comfortable with approaches irrespective of their particular limitations; CTV advertising is simply becoming too strategic for too many players for it to be derailed.

    Helping move the ball forward, this morning Beachfront and Beeswax announced they are adopting LiveRamp’s IdentityLink identifier for clients' CTV ad buying. Beachfront is an ad management/SSP in both video and TV. Beeswax is a DSP for programmatic ad buyers. LiveRamp started as a data on-boarding company and has evolved to an identity solution provider.

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  • First 7 Partners On Board for Connected TV Advertising Summit on June 11

    I’m excited to announce the first 7 partners for the Connected TV Advertising Summit on June 11th in NYC. Our Presenting partner is Deloitte; Gold partners are Extreme Reach and SpringServe, and Silver partners include Beachfront, Roku, SpotX and Xandr. I’m extremely grateful for all of these leading companies’ commitments to the CTV Ad Summit. There are a lot of other partner discussions underway, and I’m confident we’ll have participation from just about every significant CTV company in the industry.

    The CTV Ad Summit is shaping up to be the #1 event for executives from brands, agencies, content providers, technology companies and other stakeholders seeking a deep-dive day of learning and networking focused on CTV advertising. The agenda is coming together nicely with a strong balancing of sessions that are focused on the longer-term strategic role of CTV in the TV/video ecosystem and those that are focused on the here-and-now operational aspects of succeeding with CTV ads today. More coming soon on initial speakers and sessions. 

    Meanwhile, early bird discounted registration is available. Early registrants save $100 per ticket. Further discounts are available for students, startups and media partners (to be announced soon). 5-pack and 10-pack tickets are also available at further discounts.

    If the future of your business is tied to the growth and success of CTV* advertising, then the CTV Ad Summit is a must-attend event.

    Please contact me if you’d like to learn more!

    LEARN MORE AND REGISTER NOW!

     

    *Connected TV (CTV) refers to any TV that is connected to the Internet and can play OTT video content/ads and also display graphical ads. CTVs have the capability to return user data to device manufacturers, content providers and ad buyers. CTVs support secure transactions such as subscriptions and e-commerce.

    Examples of CTVs are smart TVs as well as TVs that are connected to the Internet via streaming media players/sticks (e.g. Roku, Fire TV), gaming consoles (e.g. PlayStation, Wii), DVRs, pay-TV operators’ IP set-top boxes (e.g. X1) and other devices.

     
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  • VideoNuze Podcast #501: Roku Reports a Strong Q4; Nielsen Data Shows Viewer Growth Ahead

    I’m pleased to present the 501st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week we discuss Roku’s Q4 and full year 2019 results, which were reported late Thursday. Roku now has nearly 37 million active accounts, up almost 10 million in 2019. More important, Roku continues to demonstrate strong capability in monetizing its viewers, with ARPU up $5.19 to $23.14. Looking back over the past few years, Roku’s ability to pivot its business from being player-based to advertising and licensing-based is very impressive, all the more so because it has pulled it off under the long shadow of CTV competition from Amazon, Google and Apple.

    Putting Roku’s growth in perspective though, Colin and I also spend a few minutes reviewing Nielsen’s latest Total Audience report, which showed that overall, streaming still accounts for just 19% of total TV usage. As Colin notes, it’s far higher for younger age groups and cord-cutters. Nonetheless, it’s hard not to conclude that it is still relatively early days for both ad-supported and subscription OTT.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 31 seconds)



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    (Note: I own a small number of Roku shares)

     
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  • Nielsen’s New Research Shows It’s Still Very Early Innings For OTT

    If you’re following media coverage of the “streaming wars” these days, you might think that the viewers have all but abandoned traditional TV. But Nielsen’s February 2020 Total Audience Report illustrates that this is far from the current situation. In fact, it’s still very early innings for OTT, which in turn suggests that if you think streaming is big already, well then - you ain’t seen nothing yet. 

    Nielsen reports that in Q4 ’19 streaming accounted for just 19% of total TV usage time. Within that 19% streaming slice, Nielsen found that, no surprise, Netflix has the biggest piece (31%), followed by YouTube (21%), Hulu (12%) and Amazon (8%). Nielsen didn’t break out any other individual service that collectively amount for 28%.

    Then translating each streaming service’s into its % of TV usage (remember, ALL streaming accounts for 19%), means Netflix accounts for 5.9% of TV usage, YouTube (4%), Hulu (2.3%), Amazon (1.5%) and others (5.3%).

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  • Amazon Surpasses 40 Million Active Fire TV Users; Why Jeff Bezos’s Famous Flywheel Will Move Into Overdrive in 2020

    Amazon announced this morning that it has over 40 million active Fire TV users globally, up from over 37 million that it reported in early September, 2019. The 3 million or so gain would represent monthly growth of around 750K Fire TV users. Amazon said there will be 150+ Fire TV edition models in 10+ countries by the end of 2020. Fire TVs include sticks, boxes, smart TVs, sound bars, auto screens and devices for pay-TV operators.

    By Amazon’s count, Fire TV was already the top connected TV (CTV) provider globally in Q3 ’19, and its lead over Roku will likely expand just a bit for year-end 2019. Roku will report Q4 ’19 results on February 19th. At the end of Q3 '19 Roku reported 32.3 million active user accounts. In Q4 ’18 Roku added 3.3 million active user accounts, which would mean even if Roku doubled its quarterly growth in Q4 ’19 (which is unlikely), it would still be shy of Fire TV’s total.

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  • Interview: eMarketer's Ross Benes Explains Bullish Connected TV Ad Forecast

    Happy New Year!

    Recently, eMarketer forecasted Connected TV (CTV) advertising will increase from approximately $7 billion in 2019 to over $14 billion in 2023. The forecast gained a lot of attention in the closing weeks of 2019 as CTV came into focus as one of the industry’s most important themes in 2020. To learn more and get behind the numbers, I recently interviewed eMarketer video analyst Ross Benes who was responsible for the forecast. A lightly edited transcript follows.

    (Reminder, for a deeper dive, check out VideoNuze’s Connected TV Advertising Summit on June 11th in NYC)

    VideoNuze: eMarketer recently released a forecast showing CTV ad revenues increasing from approximately $7 billion in 2019 to over $14 billion in 2023. What are the key contributors to this rapid growth?

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  • VideoNuze Podcast #494: Mobile Video Downloading Report; Roku’s Stream-a-thon

    I’m pleased to present the 494th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week Colin and I discuss “TV In Your Pocket: Mobile Video Downloading Report,” which we just released. We analyzed 80 top video services, and found that 28 of them offer mobile video downloading. We did 9 different tests probing further for specific features and implementations. In the podcast we share some of our key takeaways and surprises from our research. We also look ahead and make a few predictions about where downloading is going to go. Many thanks to Penthera for sponsoring the report.

    We then briefly discuss Roku’s upcoming Stream-a-thon, which we both believe is a very smart move for Roku and its various partners, including HBO, Showtime, Starz and others. Stream-a-thon will expose millions of Roku users to premier programming (“Game of Thrones,” “Billions,” etc.), no doubt driving lots of new subscriptions. It’s a real win-win and once again illustrates how the video landscape is being rearranged.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 13 seconds)



    Click here for previous podcasts

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

     
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  • Interview: Hershey’s Goes All In on CTV and OTT Advertising in 2020

    Hershey’s, the iconic chocolate and candy maker, is going all in on Connected TV (CTV) and OTT (Over the Top), planning to increase its ad spending by 9x in 2020 vs its 2019. To do so it is partnering with SpotX as one of its media buying and demand facilitation partners. To learn more about Hershey’s 2020 CTV/OTT strategy I interviewed Vinny Rinaldi, Head of Addressable Media and Technology for Hershey’s and Cassidy Diamond, VP, Brand Partnerships for SpotX. Following is a slightly edited transcript.

    VideoNuze: Hershey’s is going “all in” on Over-the-Top (OTT) and Connected TV (CTV) advertising, intending to grow spending in these categories by 9x in 2020, compared to 2019. Why is Hershey’s making this big shift?

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  • Please Save the Date - Connected TV Advertising Summit on June 11, 2020 in NYC

    I’m excited to announce the Connected TV Advertising Summit on June 11, 2020 in NYC. Please save the date!

    Connected TVs (CTVs)* have emerged as a powerful force in the TV and video industries. According to multiple industry research reports, more than three-quarters of U.S. households now have at least one CTV, with many having two or more. CTVs are part of a critical trifecta – along with robust broadband access/WiFi and the proliferation of high-quality Internet-delivered (also called over-the-top or “OTT”) video services – that are re-shaping the living room experience for many viewers.

    CTVs are also benefitting from cord-cutting, which reached a new record of nearly 1.8 million U.S. households in Q3 2019. Cord-cutting means millions of pay-TV operators’ set-top boxes are being disconnected annually, with CTVs often taking their place. Younger audiences are especially prone to cord-cutting, or never subscribing to pay-TV at all, which leads to brand advertisers losing access to this coveted segment.

    eMarketer recently forecasted that CTV ad spending will jump by 38% to nearly $7 billion in 2019 and double to over $14 billion by 2023, in the U.S. alone. Over 50% of all OTT video ad impressions are now delivered via CTVs.

    CTV advertising has enormous potential because it combines the best of traditional TV advertising’s attributes while also offering the targeting, measurement and interactive capabilities of digital advertising.

    VideoNuze’s 2020 Connected TV Advertising Summit will bring together senior executives from brands, agencies, content providers, technology companies and other stakeholders for a full day of high-impact learning and networking. The CTV Ad Summit will be the most focused, in-depth conference of the year on CTV advertising.

    Thousands of industry executives have attended VideoNuze events, which have been supported by dozens of industry-leading companies over the past 15 years.

    If the future of your business is tied to the growth and success of CTVs, the CTV Ad Summit is a must-attend event.

    To learn more about sponsorship opportunities please contact me.

     

    *Connected TV (CTV) refers to any TV that is connected to the Internet and can play OTT video content/ads and also display graphical ads. CTVs have the capability to return user data to device manufacturers, content providers and ad buyers. CTVs support secure transactions such as subscriptions and e-commerce.

    Examples of CTVs are smart TVs as well as TVs that are connected to the Internet via streaming media players/sticks (e.g. Roku, Fire TV), gaming consoles (e.g. PlayStation, Wii), DVRs, pay-TV operators’ IP set-top boxes (e.g. X1) and other devices.

     

     
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  • Comprehensive New Connected TV Guide Published By IAB UK

    Just before the Thanksgiving break IAB UK published an excellent guide to connected TVs (CTVs) and advertising in the UK market, called “Changing the Channel.” Though the guide is specifically targeted to the UK, many of its findings and recommendations are generalizable to other global markets.

    Highlighting how omnipresent CTVs have become, the guide cites data from OfCom that 47% of UK homes now have a CTV, with the vast majority having access to broadcast VOD or SVOD services. No surprise 16-34 year olds have the highest likelihood of access and usage of these VOD services. The guide also notes research IAB UK conducted with Differentology to better understand CTV usage and attitudes, plus how advertisers can best capitalize on new opportunities.

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  • The Virtuous Cycle of Broadband, CTV and OTT Will Accelerate

    Over the past few years a powerful virtuous cycle of wired broadband Internet access, connected TV and over-the-top premium content has taken hold, disrupting the traditional TV and pay-TV industries. This virtuous cycle is going to accelerate going forward, causing further instability for established providers and significant opportunity newer entrants.

    Robust broadband is the foundation of the virtuous cycle. Today Leichtman Research Group reported that U.S. homes subscribing to broadband cracked the 100 million level for the first time. Big cable TV operators, who have been offering broadband for 25 years, are the winners, now accounting for 67% market share, vs. 33% for big telcos. That’s up from a 64%-46% split 2 years ago in Q3 ’17. Big cable TV operators continue to gain subscribers (830K in Q3 ’19, up 14% vs year ago) while telcos continued to lose them (down 225K in Q3 ’19, the biggest quarterly loss in over 3 years).

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  • VideoNuze Podcast #490: Reviewing Apple TV+ and Where It Fits In Long-Term

    I’m pleased to present the 490th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast, Colin and I review Apple TV+ which launched this past week, and look ahead to what its strategic value may be to Apple in the long-term. One of things we both observed quickly is that there isn’t really even a distinct Apple TV+ experience. Rather it’s just a name Apple has given to a set of original programs that live within Apple’s TV app, which also prominently features programs from other providers like HBO, Amazon, etc. This is in line with what I expected.

    With this positioning, it seems clear that Apple’s primary goal is to make the TV app a hub for a viewer’s whole TV experience. The Apple originals (or “Apple TV+”) are really just an extra incentive to use the TV app. All of this leads us to wonder whether Apple will eventually drop the $4.99/mo charge entirely and just consider the originals a marketing expense to keep users within the iPhone ecosystem. That could also mean an iPhone plus video/music/services package (“Apple AllPass?”) for one monthly price could be on the horizon.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 24 seconds)



    Click here for previous podcasts

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

     
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  • Perspective What's this? The Contest Between Connected TV and Mobile Has Been Greatly Exaggerated

    You don’t have to wait very long for another “Connected TV vs. Mobile” stat to pop up, as industry watchers consider what connected TV growth may or may not mean for mobile video. For example, a recent well-circulated report from Extreme Reach showed that CTVs’ share of video ad impressions has grown to 49%, while mobile’s share of impressions is decreasing. The report pointed to a 60% YOY jump in CTV ad impressions in Q1, also asserting that this growth in CTV ad impressions is “encroaching on mobile devices, whose share of video ad impressions dipped to 25%, the lowest in two years.” Yet the comparison does not acknowledge evolving viewer behavior and the fact that both CTV and mobile video are each growing in terms of overall time spent.

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

     
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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.

    continue reading on VideoNuze iQ

     
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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)



    Click here for previous podcasts

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

     
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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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