LTN - Leaderboard - 5-10-21

Analysis for 'Podcasts'

  • Inside the Stream Podcast: Netflix Q2 2021 Earnings - Is There Such a Thing as Too Much Focus?

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    Netflix reported its Q2 2021 earnings this week, and considering the most critical metric of U.S. and Canada subscriber additions/losses, the company did very well. Sure, it lost 430K subscribers, reversing a big Q2 2020 Covid gain, and also tripled its 130K loss from Q2 2019. But it could have been a whole lot worse if post-Covid churn had spiked which would have sent Wall Street into a tizzy.

    After reviewing the numbers, Colin and I zero in on the fact that while Netflix has numerous revenue expansion opportunities, it seems uninterested in any of them. In fact, the theme of this quarter’s earnings conference call was Netflix’s 100% focus on SVOD. It has no plans to make money from its new video gaming service. Live sports is still mainly off the table. The new commerce extension won’t generate anything material. And a lower-priced advertising-supported tier? Well the analyst/moderator didn’t even ask about it.

    Colin and I are really scratching our heads. It’s like Netflix’s management took a sacred oath: “We will not make money beyond SVOD.” “We will not make money beyond SVOD.” “We will not make money beyond SVOD.”

    For my part I’m growing weary of these “religious” responses. I have been doggedly saying Netflix needs to launch a lower-priced ad-supported tier for ages. The CTV ad business in the U.S. alone in 2021 will be $13B, going to at least $28B in 2025. As the biggest player in brand-safe streaming, Netflix has an automatic claim on a portion of this revenue. Perhaps most important, there is simply no other catalyst as sizable for Netflix’s top and bottom lines. But it won’t entertain the option, asserting in the past that it will diminish the user experience, though it hasn’t provided any meaningful backup to support its position.

    There’s a lot to be said for staying focused, but in our view, this is getting a little bit ridiculous.

    Please let us know what you think!

    Listen to the podcast (30 minutes, 8 seconds)




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  • Inside the Stream Podcast: Parsing the “Black Widow” Numbers Even Further

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    This week Colin and I parse Disney’s “Black Widow” opening weekend numbers, building on my analysis from yesterday. We agree that it is premature to extrapolate much from “Black Widow” and anyone doing so is on slippery ground. On the one hand, Disney getting 45% of its opening weekend from Disney+ PVOD is very impressive; on the other hand, it is far from definitive proof that streaming’s role will be robust in the first release window going forward.

    The backdrop to all of this is of course consumers’ decision-making about whether to stay home and watch any of the myriad streaming originals available in the current “Peak TV” era, or choose to return to the theater. Inevitably, we observe the sizable role that quality plays in this decision-making process. Sadly, streaming TV and movies are going in completely opposite directions on this front, with the former getting relentlessly better and the latter getting relentlessly worse. I believe this alone is a key contributor to consumers choosing to stay home, as I wrote last week in “5 Reasons Going to the Movies is Facing an Irreversible Demise.”

    Please let us know what you think!

    Listen to the podcast (27 minutes, 33 seconds)


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  • Inside the Stream Podcast: Interview with Innovid’s CEO and Co-Founder Zvika Netter on CTV Dynamics and SPAC

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    This week we’re pleased to have Zvika Netter, CEO and Co-Founder of Innovid, as our guest. Innovid has been in video advertising for 14 years, evolving from an early player in interactive ads to become the leading delivery and measurement platform for brands and agencies. Importantly, as Zvika explains, Innovid has held fast over the years to being independent - not involved with any media buying or selling, which he views as a clear differentiator.

    Late last week Innovid achieved a major milestone, by filing to go public via a SPAC. Zvika explains the decision process, and his points are a great counterpart to our conversation last week with JW Player’s Dave Otten, who also considered a SPAC, but decided instead to raise a large private round.

    But the bulk of our time with Zvika is spent drilling into CTV, what’s driving the business, the key challenges, how they’re being addressed, what’s ahead, and of course, what role Innovid is playing. For anyone who wants a really deep dive into CTV, the interview is an intimate window into the CTV ad buyers’ perspective and how this is influencing the future shape of the industry.

    (Note, Colin and I will be taking a break next week for the holiday, so we’ll be back in a couple of weeks)

    Listen to the podcast (32 minutes, 17 seconds)

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  • Inside the Stream Podcast: Interview with JW Player’s CEO and Co-Founder Dave Otten

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    Yesterday, JW Player announced a $100 million financing from LLR Partners. On this week’s podcast, we’re privileged to have JW’s CEO and co-founder Dave Otten joins us as a guest for a wide-ranging discussion.

    Dave provides an update on JW and its competitive differentiators including its ease of deployment and focus on the “monetization layer” (i.e. helping its publishing partners drive revenue from their video assets). Importantly, Dave dives deeply into JW’s data strategy, and how being the video player for such a massive range of publishers gives it critical insights into usage and provides contextual data that can then be leveraged for improved monetization. Dave also gets into why he’s bullish on live, subscription-based models, connected TV, where the industry is heading and much more.

    Dave explains the new financing round and how JW decided to go this route instead of doing a SPAC/IPO which are both very popular (just yesterday Innovid and Buzzfeed announced SPAC deals, here and here).  

    It’s a fascinating interview, which I highly recommend for anyone interested especially in the role of data, and what’s ahead for the video industry.

    Listen to the podcast (31 minutes, 8 seconds)




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  • Inside the Stream Podcast: Diving Into the Connected TV Advertising Flywheel

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    Today we dive deep into the connected TV advertising flywheel, which I wrote about earlier this week. The TL;DR summary on the CTV ad flywheel is that the massive base of 82% of U.S. households with a CTV device has created a viewing platform for a growing array of free, high-quality ad-supported streaming services, the funding for which is coming from a robust CTV ad model that is siphoning spending from both linear TV budgets and mid-to-lower funnel digital/performance-oriented budgets. (Yes, I know that is a mouthful, but I break it all down on the podcast)

    The CTV ad flywheel is real and it is accelerating as each element gains steam. Evidence of this abounds; just this week Disney said that 40% of its upfront commitments were focused on streaming, Roku announced record viewership of The Roku Channel following the launch of its Roku Originals (primarily the Quibi library it acquired), and Nielsen launched The Gauge, a new reporting visualization for broadcast, cable and streaming (Nielsen said streaming’s share of TV watch time was 14% in 2019, 20% in 2020 and likely 33% by the end of 2021)

    Listen to the podcast (29 minutes, 29 seconds)


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  • Inside the Stream Podcast: Interview with Bloomberg Quicktake’s GM Jean Ellen Cowgill

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    At this week’s Connected TV Advertising Summit, Colin and I interviewed Jean Ellen Cowgill, GM of Bloomberg Quicktake and Global Head of New Ventures for Bloomberg Media. Jean Ellen shared insights and lessons learned since Quicktake expanded beyond its roots as a social video partnership with Twitter last November to become a free, ad-supported 24/7 streaming news network. It serves business professionals and rising leaders and is reaching 7 million monthly viewers.

    Jean Ellen discusses where Quicktake is positioned competitively, how its partnerships work with multiple CTV devices and services, the monetization strategy, upcoming new original programming,  what’s ahead, and lots more.

    Listen to the podcast (31 minutes, 32 seconds)




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  • Inside the Stream Podcast: AVOD Services Creating Original TV Shows Raises Many Questions

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    SVOD providers have been the dominant force in creating original TV shows for streaming, but as the recent NewFronts underscored, AVOD services like Roku, Crackle, Tubi and many others are also forging ahead with their own originals.

    On today’s podcast Colin and I discuss why it’s strategic for AVODs to pursue originals, how they’ll differentiate at a time when SVOD productions are increasingly lavish, what impact lighter ad loads will have and how these originals will be available - solely on-demand or also in free ad-supported TV / FAST? It’s still quite early and there are lots of questions to consider.

    (Note: Colin will be moderating a session titled “FASTs + AVOD = Big Opportunity” at next week’s Connected TV Ad Summit virtual, with executives from Tubi, A+E Networks, Digitas and Wurl, which includes discussion of originals and ad loads. Complimentary registration!)

    Listen to the podcast (25 minutes, 16 seconds)




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  • Inside the Stream Podcast: Making Sense of Amazon-MGM

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    After weeks of rumors, Amazon officially announced its acquisition of MGM for $8.45 billion. On this week’s podcast Colin and I explore what the deal means to Amazon and to its Prime members. Colin sees benefits to Amazon beyond bolstering Prime member retention and acquisition, whereas I think these are the deal’s primary rationale.

    Nearly five years ago, Jeff Bezos articulated the “flywheel” dynamic of Prime - how video contributes to member acquisition, usage and retention (jump to the 37 minute point in the video interview). I’m guessing that Amazon did extensive consumer research on different parts of the MGM massive catalog to understand how filtering them into Prime could move the membership needle.

    While the James Bond franchise has received a lot of attention, the MGM catalog includes 4,000 movies and 17,000 TV show. These, plus the potential spinoffs or as Amazon’s Mike Hopkins put it - “the treasure trove of IP in the deep catalog that we plan to reimagine” - give Amazon a huge amount of programming optionality for years into the future. It will be fun to see how Amazon curates all of this programming into Prime.

    Listen to the podcast (26 minutes, 13 seconds)



     

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  • Inside the Stream Podcast: AT&T-Time Warner Didn’t Work. Will Discovery-WarnerMedia?

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    AT&T is spinning off WarnerMedia, closing a chapter on its ill-advised media foray that cost the company billions of dollars. VideoNuze readers know that I thought the acquisition of Time Warner did not make sense from the beginning as any hoped-for benefits were illusory and it was based on a backward-looking approach that distribution and content belong together. As this became more evident, AT&T, groaning under a mountain of debt and faced with heavy upcoming investments in 5G and streaming to stay competitive, decided on a U-turn in strategy.

    In today’s podcast Colin and I dig deeper into all of this and also consider the prospects for Discovery-WarnerMedia. We both believe it makes a lot more sense than AT&T-WarnerMedia but we’re curious how broad the appeal will be for a bundle of HBO Max and discovery+ which is the most likely route for the deal to work out. The devil is always in the details for whether these big deals actually pay off, and interestingly, once again, company executives were vague about the specifics.

    Listen to the podcast (25 minutes, 6 seconds)




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  • Inside the Stream Podcast: Interview With Deloitte’s Vice Chairman Kevin Westcott

    Welcome to Inside the Stream, the weekly podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    Deloitte recently released the 15th edition of its Digital Media Trends survey, and this week we’re pleased to have Kevin Westcott, Deloitte’s vice chairman and leader of its telecom, media and entertainment group join us to discuss key findings.

    The survey shows that SVOD churn has doubled, with many viewers binging hit content and then churning out. Kevin believes services need to focus on retention, adding non-video content (e.g. music, games, audio, etc.) to become more compelling and perhaps most important, offering lower-priced, ad-supported tiers.

    Many like Hulu, Peacock and Paramount+ already have these tiers and HBO Max intends to introduce one. We discuss why others like Netflix and Disney+ are resistant and the implications.

    Kevin speaks at length about the role AVOD services are playing, and especially how different age groups relate to advertising. He notes that for younger viewers, gaming is now their preferred media, with watching TV shows and movies falling to number five.

    These are just a few of the subjects we discuss during the wide-ranging interview.

    Listen to the interview (33 minutes, 32 seconds)


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  • Inside the Stream Podcast: NewFronts Takeaways

    Welcome to Inside the Stream, the weekly podcast where nScreenMedia’a Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    This has been NewFronts week, in which 30+ companies pitch to advertisers and agencies why they should be allocated a portion of the tens of billions of dollars of video/TV campaign budgets. NewFronts presentations typically include the presenter sharing audience profile data, updates on how advertisers can best reach their audience and reveals of upcoming original shows, which often include appearances by the talent. The NewFronts are organized by the IAB, which does an incredible job.

    I attended about a dozen presentations, by Roku, Crackle Plus, Tubi, Samsung Ads, VIZIO, Amazon, YouTube, Vevo, A+E, Snap, DoubleVerify, TikTok and NBCUniversal and was very impressed. All emphasized streaming-first messages: younger audiences watch little to no linear TV so running campaigns on streaming is essential, streaming offers full funnel marketing capabilities, and screens like CTV and mobile are the way of the future.  

    Many thanks to our inaugural Inside the Stream sponsor Verizon Media. When you have quality connections at scale, you’re truly connected.

    Click here to listen to the podcast (27 minutes, 18 seconds)


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  • Inside the Stream Podcast: Digging Into YouTube’s Advertising Success

    Welcome to Inside the Stream, our weekly podcast with Colin Dixon of nScreenMedia where we take listeners inside the world of streaming video.

    Earlier this week Alphabet reported its Q1 ’21 earnings, including $6 billion in advertising revenue at YouTube, a record for the first quarter. In this week’s podcast, Colin and I dig into what drove YouTube’s advertising, which was nearly twice the level of just two years ago in Q1 ’19 and also up 49% from Q1 ’20.

    YouTube appears to be benefiting from two strong forces: the shift of ad spending from linear TV to CTV to reach younger audiences, and the desire by advertisers for more measurable, performance-oriented advertising, which YouTube has capitalized on with its TrueView for Action format.

    We also spend a little time looking at the over-the-air market and how E.W. Scripps is positioning itself to benefit from the millions of households who still access TV this way.

    Many thanks to our inaugural Inside the Stream sponsor Verizon Media. When you have quality connections at scale, you’re truly connected.

    Click here to listen to the podcast (26 minutes, 58 seconds)


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  • Inside the Stream Podcast: Vevo’s Andrea Zapata Explains 10x Jump in CTV Ad Revenue Share in Past Year

    Welcome to Inside the Stream, our weekly podcast with Colin Dixon of nScreenMedia where we take listeners inside the world of streaming video.

    Music video provider Vevo has seen connected TV ad revenue jump from 4% of total revenue in Q1 ’20 to 40% of total revenue in Q1 ’21, a 10x increase in just a year. Vevo’s VP of West Coast Sales Andrea Zapata joins us this week to discuss the strategic moves Vevo made to increase its distribution and reposition itself to ad buyers as a music television network in the living room, rather than being mobile-first.

    Andrea also dives into how Vevo is curating its programming and analyzing viewers’ behaviors to create moods which advertisers can then use for contextual targeting.

    Vevo will be participating in our next Connected TV Advertising Summit (virtual) on June 9th and 10th. Registration is free and you can win a Roku TV and smart soundbar.

    Many thanks to our inaugural Inside the Stream sponsor Verizon Media. When you have quality connections at scale, you’re truly connected.

    Listen to Inside the Stream (28 minutes, 22 seconds)


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  • Inside the Stream Podcast: Smart TVs’ Longer Lifespans; Buyers Switch to CTV Ads

    Welcome to the second edition of the Inside the Stream podcast with Colin Dixon of nScreenMedia.

    First up we highlight three stories that hit our radar this week: an upgraded Apple TV device possibly in the works, research on growing SVOD subscriptions in the U.S. and TikTok’s new e-commerce ad formats.

    Then we dig into our two main topics this week. Colin explains why smart TV manufacturers have strong incentives to support older units given the promise of high-margin ad revenue. I share details of new research showing advertisers and agencies overwhelmingly plan to move spending into connected TV.

    Many thanks to our inaugural Inside the Stream sponsor Verizon Media. When you have quality connections at scale, you’re truly connected.

    Listen to Inside the Stream (24 minutes, 46 seconds)


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  • Introducing the Inside the Stream Podcast

    Welcome to the first edition of the new Inside the Stream podcast with Colin Dixon of nScreenMedia. After many years of recording together, Colin and I decided it was time for a branding refresh. With Inside the Stream we intend to keep providing an insider’s perspective on the streaming video industry. We’re adding a feature at the beginning of the podcast noting a few important stories that hit our radar. We also intend to bring on more guests to the podcast.

    This week we discuss YouTube’s dominance, underscored by Pew’s latest research, showing 81% of U.S. adults use YouTube. Then Colin shares an updated forecast for Disney+ and what it means to the larger Walt Disney company.

    Many thanks to our inaugural Inside the Stream sponsor Verizon Media. When you have quality connections at scale, you’re truly connected.

    Listen to Inside the Stream


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  • VideoNuze Podcast #555: Higher CTV Usage Translates to Ad Revenue Gains

    Welcome to the 555th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.  

    This week we discuss new data from FreeWheel and Nielsen highlighting gains in connected TV usage. Higher usage directly translates to ongoing CTV advertising revenue gains. One example of how this usage translates was a bullish new forecast from MoffettNathanson which pegs YouTube/AVOD ad revenue growing to $53 billion in the U.S. alone by 2025. MN sees a new “mid-top layer” of the traditional marketing funnel emerging that blends the long-form video experience being driven by CTVs with better targeting and conversion.

    Listen in to learn more!

    Click here to listen to the podcast (25 minutes, 13 seconds)



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  • VideoNuze Podcast #554: Exploring the “Stability” of the NFL’s New Distribution Deals

    Welcome to the 554th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. This week we dig into the NFL’s new distribution deals with Amazon, CBS, ESPN, Fox and NBC, in the context of major changes that are happening in the TV and video industries.

    NFL Commissioner Roger Goodell said the deals bring “an unprecedented era of stability” to the NFL. But as Colin explains there are at least three key challenges that are going to buffet the NFL and the TV networks in the years ahead: diminished pay-TV subscriptions, which are the dominant way to watch games; shift in ad budgets to CTV and digital, especially as linear audiences drop; ad loads in NFL games that are far heavier than what viewers are being conditioned to expect, suggesting the games themselves need to be shortened.

    With a rumored $100 billion in distribution fees at stake, what do all of these challenges mean to the NFL and the networks?


    Listen in to learn more!

    Click here to listen to the podcast (25 minutes, 19 seconds)



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  • VideoNuze Podcast #553: Should Netflix Crackdown on Password Sharing or Consider an Ad Model?

    Welcome to the 553rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On today’s podcast Colin and I explore whether Netflix should pursue a crackdown on subscribers sharing their passwords (as it’s doing in a trial) or if it should consider launching a lower-priced, advertising support tier, or if it should do both.

    Earlier this week Colin shared thoughts about the potential consequences of policing passwords and I wrote about the benefits of offering subscribers more pricing flexibility as other streaming services do already. On today’s podcast we dig deeper into both of these approaches and agree an action plan will become more urgent if there’s a fall in U.S. subscribers in the first or second quarter this year.
     
    Listen in to learn more!

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  • VideoNuze Podcast #552: CTV Device Sales Hit a Record But User Experiences Vary

    Welcome to the 552nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week Colin and I discuss recent data from Strategy Analytics showing that globally, a record 109 million connected TV devices were bought in Q4 ’20. For the full year of 2020 over 305 million CTV devices were bought, another record. Amazon had the highest market share.

    But user experiences across different CTVs still vary, including the presence of traditional grid guides and other content navigation which impact viewer choices. Colin provides a couple of tangible examples of how searching for content can yield sub-optimal results. We explore why this is the case and what might be done to change things.
     
    Listen in to learn more!

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  • VideoNuze Podcast #551: Vizio’s Path Ahead; discovery+ Starts Strong

    Welcome to the 551st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Vizio filed to go public this week and it’s looking to take a page out of Roku’s playbook. Vizio’s business is dominated by sales of TV sets today, but it wants to ramp up its Platform Plus segment which includes its advertising and data business. Colin and I discuss the opportunity and also what challenges Vizio will face (note, this is not investment advice).

    Switching topics, discovery+ accounted for 19% of SVOD signups in the U.S. in January, marking a very strong start for the new streaming service. Looking ahead, we explore whether discovery+ will be able to maintain this pace, and also retain these new subscribers.
     

    Listen in to learn more!



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