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VideoNuze Report Podcast #95 - Apr. 15, 2011
I'm pleased to present the 95th edition of the VideoNuze Report podcast, for April 15, 2011.
In this week's podcast, Daisy Whitney and I chat informally about our observations from this week's Ad:Tech conference (where Daisy was) and the NAB Show (where I was). We discuss key sessions and speakers we attended, takeaways, news highlights and more.
(Apologies for the choppy edit job toward the end, I'm still mastering Garage Band!)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts
Topics: Ad:Tech, NAB Show, Podcast
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VideoNuze Report Podcast #94 - Apr. 8, 2011
I'm pleased to present the 94th edition of the VideoNuze Report podcast, for April 8, 2011.
In this week's podcast, Daisy Whitney and I discuss Q1 '11 financings and M&A for online/mobile video companies. In Monday's post I wrote that at least $477 million was raised in Q1, which is a new record quarter since I began tracking activity 2 years ago. I break down the numbers and Daisy and I discuss what they mean.
Then I add a little more detail to my post from yesterday announcing the first 8 charter partners and 2 keynote speakers for ELEVATE: Online Video Advertising Summit on Tues., June 7th in NYC. The conference is really shaping up and there will be lots of additional news in the coming weeks.
Next week finds Daisy at Ad:Tech and I'll be in Las Vegas at the NAB Show. We're hoping our schedules coincide so we can present podcast #95 next Friday!
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Categories: Deals & Financings, Podcasts
Topics: Deals and Financings, Podcast
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VideoNuze Report Podcast #93 - Mar. 25, 2011
I'm pleased to present the 93rd edition of the VideoNuze Report podcast, for March 25, 2011.
In this week's podcast, Daisy Whitney and I discuss my post from earlier this week, "Could HBO be the Next BLOCKBUSTER." In it I provide a perspective on the challenges that HBO faces adapting to the new competitive landscape. The post has received wide distribution this week including being featured on the home page of the WSJ's AllThingsD technology web site and elsewhere.
For those further interested in the topic, I fleshed out some of the issues in a follow-on post, "Showtime Circles the Wagons, But to What End?" in which I discussed Showtime's decision to pull streaming rights to certain shows from Netflix. This week Starz also delayed the release windows of some of its shows as well. Quite a busy week for premium cable networks.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Cable Networks, Podcasts
Topics: HBO, Netflix, Showtime
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VideoNuze Report Podcast #92 - Mar. 18, 2011
I'm pleased to present the 92nd edition of the VideoNuze Report podcast, for March 18, 2011.
In this week's podcast, Daisy Whitney and I discuss Netflix's rumored $100 million deal for first-run rights to "House of Cards," a new TV series directed by David Fincher and starring Kevin Spacey. As I wrote earlier this week, the deal would be a very significant shift in strategy for Netflix, and Daisy and I get into some of the details.
On a related note, yesterday I posted the audio recording of an interview I did with Netflix's chief content officer Ted Sarandos at the NATPE conference in January. Ted didn't allude to any first-run deals in that interview, but he did talk about his interest in bidding against HBO for the rights to Warner Bros. films when their deal was up for renewal among other topics.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: HBO, Netflix, Podcast, Warner Bros.
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VideoNuze Report Podcast #91 - Mar. 11, 2011
I'm pleased to present the 91st edition of the VideoNuze Report podcast, for March 11, 2011.
In this week's podcast, Daisy Whitney and I discuss YouTube's acquisition of independent online video producer Next New Networks. As I explained in my post earlier this week, while it's tempting to see Google/YouTube becoming a content creator itself with the deal, instead I think of the move as taking a page from the cable industry's early playbook. YouTube is trying to play the role of "strategic catalyst" for online video creators, similar to what early cable TV operators did for early cable TV networks. Daisy doesn't see it quite the way I do however, which might suggest I'm giving YouTube more credit than they deserve. We'll see how it plays out over time.
Then we talk briefly about "ELEVATE: Online Video Advertising Summit," a new 1-day conference I announced earlier this week. Note, just as I finish up inviting Daisy to participate, the gremlins attacked and the podcast recording unexpectedly stopped. For those of you interested in her response, she said "she'd be happy to join us, that is if she's not in Paris at the time." Ahhh, choices, choices.
Click here to listen to the podcast (13 minutes, 41 seconds)
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Categories: Aggregators, Deals & Financings, Events, Indie Video, Podcasts
Topics: ELEVATE, Next New Networks, YouTube
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VideoNuze Report Podcast #90 - Mar. 4, 2011
I'm pleased to present the 90th edition of the VideoNuze Report podcast, for March 4, 2011.
In this week's podcast, Daisy Whitney and I first discuss Tremor Media's new video ad buying platform, which I wrote about on Tuesday. Then we transition to a quick chat about Comcast CEO Brian Roberts' comment this week in the WSJ that "What used to be called 'reruns' on television is now called Netflix." It was a little bit of unexpected trash talk and Daisy and I sort through what might have motivated it.
Click here to listen to the podcast (11 minutes, 48 seconds)
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Topics: Comcast, Podcast, Tremor Media
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VideoNuze Report Podcast #89 - Feb. 25, 2011
I'm pleased to present the 89th edition of the VideoNuze Report podcast, for February 25, 2011.
In this week's podcast, Harold Geller, the SVP of Cross-Industry Workflow at the 4As (American Association of Advertising Agencies) joins me, sitting in for Daisy Whitney. Harold and I discuss the busy week online video platforms have had, including Ooyala's deal with Yahoo! Japan, thePlatform's with Telstra's BigPond TV, Brightcove's integration with LG's Smart TVs, and VBrick's acquisition of Fliqz.
One of the takeaways we see from this activity is that online video platforms and video delivery to connected TVs (and other devices) are starting to converge. Harold also notes a couple of recent conversations he's had which further suggest that OVPs and online video advertising players will be playing a greater role in ad insertion in video-on-demand offered by traditional pay-TV operators. That would be a pretty interesting new twist in the VOD story. More on this next week.
Click here to listen to the podcast (14 minutes, 55 seconds)
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Categories: Podcasts, Technology
Topics: BigPond TV, Brightcove, Fliqz, LG, Ooyala, Telstra, thePlatform, VBrick, Yahoo! Japan
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VideoNuze Report Podcast #88 - Feb. 18, 2011
Daisy Whitney and I are pleased to present the 88th edition of the VideoNuze Report podcast, for February 18, 2011.
In this podcast, Daisy and I discuss a deal announced earlier this week in which MLB.com will provide near real-time video clips to CBSSports.com's Fantasy Baseball Commissioner users, among other things. The deal caught my attention because the video is driven off of metadata that's created and published almost immediately after the video is shot. That contrasts with metadata creation happening with library content. The deal also speaks to the way video can be used to enhance various online experiences. Listen in the learn more.
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The VideoNuze Report is available in iTunes...subscribe today!Topics: CBSSports.com, MLB.com, Podcast
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VideoNuze Report Podcast #87 - Feb. 11, 2011
Daisy Whitney and I are pleased to present the 87th edition of the VideoNuze Report podcast, for February 11, 2011.
In this podcast, Daisy and I do a deep dive into the role of sports in pay-TV packaging, based on my post from Monday, "Not A Sports Fan? Then You're Getting Sacked For At Least $2 Billion Per Year." I think this is a fascinating topic and something that has been under-reported even though it has huge implications for pay-TV subscription rates as over-the-top services gain awareness.
The basic premise of my post was that since a relatively small cluster of sports-oriented channels (e.g. ESPN, TNT, Regional Sports Networks and others) collectively cost pay-TV operators $10 per month, then the charges being incurred by non-fans and casual who fans who rarely, if ever watch these channels, could amount to at least $2 billion per year. Since writing the post and gaining feedback from various sources, it's actually quite possible that the annual charges incurred in exchange for little-to-no value could exceed $3 billion. Whatever the number is, it's very large, and effectively represents a massive subsidy that non-fans and casual fans pay each year because of escalating sports TV rights deals and astronomical player compensation.
Click here to listen to the podcast (17 minutes, 8 seconds)
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Categories: Cable Networks, Cable TV Operators, Podcasts, Satellite, Sports, Telcos
Topics: Comcast SportsNet, ESPN, Hulu, NESN, Netflix, Podcast, RSN, TNT
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VideoNuze Report Podcast #86 - Feb. 4, 2011
Daisy Whitney and I are pleased to present the 86th edition of the VideoNuze Report podcast, for February 4, 2011.
In today's podcast we discuss the content deal announced this week between Comcast and Time Warner that allows delivery to VOD, Xfinity TV online and iOS/Android tablets and smartphones. As I wrote in "Comcast-Time Warner Deal Shows Promise and Challenges of TV Everywhere," while the deal should be a template for others between pay-TV operators and cable TV networks, it also highlights many challenges that remain in realizing the companies' TV Everywhere vision.
Click here to listen to the podcast (12 minutes, 17 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Cable Networks, Cable TV Operators, Podcasts
Topics: Comcast, Time Warner
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VideoNuze Report Podcast #85 - Jan. 28, 2011
Daisy Whitney and I are back this week for the 85th edition of the VideoNuze Report podcast, for January 28, 2011.
In today's podcast, Daisy and I talk about the key highlights of my on-stage interview with Netflix's content chief Ted Sarandos at NATPE in Miami earlier this week. The interview has received wide media coverage (e.g. Paid Content, B&C, CNET, The Hollywood Reporter, The Wrap, Variety, Home Media). Daisy and I discuss a number of intriguing things that Ted said.
(Note: the interview with Ted was on Tuesday morning, and we recorded this podcast on Wednesday, before Netflix reported its huge Q4 '10 later in the day. Also, NATPE recorded the interview and I'll post it as soon as I have it.)
Click here to listen to the podcast (12 minutes, 59 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: Netflix, Podcast, Ted Sarandos
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VideoNuze Report Podcast #84 - Jan. 14, 2011
Daisy Whitney and I are back this week for the 84th edition of the VideoNuze Report podcast, for January 14, 2011.
In today's podcast, Daisy and I discuss the 4 key CES 2011 takeaways that I've been writing about this week (all listed below). And as a reminder, next Wednesday, January 19th, I'll be participating on a complimentary webinar, "Demystifying CES 2011" in which we'll dive further into understanding the show's highlights. Enjoy!
Click here to listen to the podcast (14 minutes, 26 seconds)
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VideoNuze Report Podcast #83 - Jan. 7, 2011
Daisy Whitney and I are back this week for the 83rd edition of the VideoNuze Report podcast, for January 7, 2011, the first of this new year.
Today we discuss 3 news items from CES this week: Netflix gaining a dedicated remote control button on 11 different CE companies' connected devices, Comcast launching live and on-demand TV on tablet computers and Cisco's new "Videoscape" TV platform. Enjoy!
Click here to listen to the podcast (13 minutes, 43 seconds)
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Categories: Aggregators, Cable TV Operators, Podcasts, Technology
Topics: CES, Cisco, Comcast, Netflix
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VideoNuze Report Podcast #82 - Dec. 17, 2010
Daisy Whitney and I are back this week for the 82nd edition of the VideoNuze Report podcast, for December 17, 2010. This will be the final podcast of 2010 and we both want to wish our listeners happy holidays. Daisy and I have have had lots of fun cranking out 32 podcasts this year on all the most important industry topics. We're looking forward to continuing on in 2011.
And speaking of 2011, in this final podcast of the year we turn our sights ahead and discuss the 6 key online/mobile video trends that The Diffusion Group's Colin Dixon and I outlined during Wednesday's webinar (replay and slides available here). Daisy and I focus the bulk of the podcast on two of these predictions: how Netflix will strain under its spectacular growth, and how pay-TV subscriber losses will mount and cord-cutting perceptions could become reality.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts, Predictions
Topics: Netflix, Podcast, Predictions
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VideoNuze Report Podcast #81 - Dec. 10, 2010
Daisy Whitney and I are back this week for the 81st edition of the VideoNuze Report podcast, for December 10, 2010.
This week Daisy and I focus on Google's video efforts from two perspectives: first, whether it should pay CBS (and other networks) to allow Google TV to access their programs, and second, what are the implications of its acquisition of Widevine, announced last Friday.
On the former point, as I argued in "Google to Pay CBS? Unlikely." I think it's a big stretch to believe that Google, which is a search engine, is going to start paying content providers like CBS, to direct traffic to them. Certainly that's not what it does online, and there's little reason to believe it will start doing so with Google TV.
Meanwhile, the Widevine deal underscores how far Google has come in prioritizing copyright protection. It wasn't that long ago when YouTube was a rogue copyright infringer and yet that didn't deter Google from acquiring it. With Widevine and multiple other Google video initiatives, the company is extremely well-positioned to play a bigger role in the distribution and monetization of Hollywood content in 2011.
If you want to learn more about Google, and also other key online/mobile video trends and predictions for 2011, then join me for a complimentary webinar I'll be hosting with The Diffusion Group's Colin Dixon next Wed., Dec. 15th at 11am PT/2pm ET. We'll demystify 2011 and leave plenty of time for audience Q&A.
Click here to listen to the podcast (12 minutes, 17 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Broadcasters, Devices, DRM, Podcasts
Topics: CBS, Google, Google TV, Podcast, Widevine
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VideoNuze Report Podcast #80 - Nov. 19, 2010
Daisy Whitney and I are back this week for the 80th edition of the VideoNuze Report podcast, for November 19, 2010. Before getting started, congratulations to Daisy on the release of "The Mockingbirds," her first fiction book, for young adult readers. It debuted 2 weeks ago and is published by Little Brown. In addition to writing the book, Daisy has put together a clever social media campaign which has lifted the book's visibility. Congrats Daisy!
This week Daisy and I discuss my post from yesterday, "Broadcast TV Networks Are Wrong to Block Google TV - Part 2" in which I laid out the case for why the networks are using a backwards-looking strategy in their decision to block their programs from access by Google TV and other browser-based connected devices.
To their credit, the networks have actually been quite forward-looking in releasing many of their programs for free viewing on their web sites and on Hulu. But now, by creating an artificial distinction between computer-based and TV-based viewing of online-delivered content, they are violating one of the most basic rules of the Internet era: don't create friction between the product and the customer. While that may help them win retransmission consent deals in the short term, I believe that in the long term it will hurt them. Listen in to learn more.
Click here to listen to the podcast (11 minutes, 43 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Broadcasters, Devices, Podcasts
Topics: ABC, CBS, FOX, Google TV, Hulu, NBC, Podcast
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VideoNuze Report Podcast #78 - Oct. 22, 2010
Daisy Whitney and I are pleased to present the 78th edition of the VideoNuze Report podcast, for October 22, 2010.
This week Daisy and I focus our attention on Netflix's Q3 results, which were announced on Wednesday. The company added nearly 2 million net new subscribers, a new record. It has added almost 4.7 million subscribers in the first 3 quarters this year. Daisy and I discuss the results and add more color to my original analysis.
Click here to listen to the podcast (11 minutes, 48 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: Netflix
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VideoNuze Report Podcast #76 - Oct. 8, 2010
Daisy Whitney and I are pleased to present the 76th edition of the VideoNuze Report podcast, for October 8, 2010.
Today we focus on Google TV and the new Logitech Revue which was introduced on Wed. First I explain some of its key features and benefits, which are detailed more fully in my post from Wed. Then we debate the product's appeal. Daisy is a major skeptic, arguing that it's overpriced, doesn't have a clear value proposition/call to action and most of what it enables can already be done online on a computer.
The $300 price for Revue is admittedly a huge issue. However, if you took price out of the equation for a moment and considered the Revue relative to other connected device options, it is clearly superior. As Daisy suggests, and I agree, a lot of Revue's and Google TV's success will derive from effective marketing and promotion. That's why I've separately suggested that Google should offer the first 1 million Google TV buyers a $150 rebate in order to stimulate sales and stoke word-of-mouth promotion. It would be a financial drop in the bucket for Google and yet would be a significant investment in a highly strategic product.
Click here to listen to the podcast (13 minutes, 58 seconds)
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VideoNuze Report Podcast #75 - Sept. 17, 2010
Daisy Whitney and I are pleased to present the 75th edition of the VideoNuze Report podcast, for September 17, 2010.
Daisy gets us started this week, adding detail to her New Media Minute in which she discusses the range of hyper-local online news and advertising initiatives currently underway from companies such as AOL, ESPN, NY Times and NPR. Daisy offers her assessment of the pros and cons of this area which has gained a lot of recent attention.
Speaking of advertising, we then chat about my post from earlier this week, "YouTube Gets Center Stage in Google's New 'Watch This Space' Ad Campaign" which I believe is the first time that Google has heavily promoted the attractiveness of its display ads and more specifically video advertising on YouTube for major brands. With Google TV coming soon and a new head of content partnerships, Google is on the march to the living room.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Podcasts
Topics: Google, Local, Podcast, YouTube
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VideoNuze Report Podcast #74 - Sept. 10, 2010
Daisy Whitney and I are pleased to present the 74th edition of the VideoNuze Report podcast, for August 27, 2010. We're back after skipping last week due to me taking some time.
This week Daisy and I further discuss my post from Wednesday about the remarkable growth of the JW Player, an open source video player that is now being downloaded 15,000 times per day according to company CEO Dave Otten. Beyond JW player's success, the larger story is how broadly online video is being adopted. Far beyond the large media companies that are vigorously covered each day, there are thousands of small businesses, enterprises, education, government, non-profit and other entities that are quietly embracing online video. Daisy and I talk about the implications of all this activity.
Click here to listen to the podcast (15 minutes, 7 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts, Technology
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