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VideoNuze Report Podcast #73 - Aug. 27, 2010
Daisy Whitney and I are pleased to present the 73rd edition of the VideoNuze Report podcast, for August 27, 2010. We're back after skipping last week due to Daisy being on her exciting first book promotion tour.
In this week's podcast, Daisy and I dig into the speculation surrounding Apple's plan to offer 99-cent TV program rentals from ABC, Fox and NBC and a $99 "iTV" device. I think the pairing could be quite tempting. Daisy, on the other hand, isn't as enthusiastic. She's a current Apple TV owner and aside from the potentially reduced price of the iTV, doesn't see what the excitement is about. Meanwhile, Apple has invited media to an event in San Francisco next Wed, Sept 1st, where we all may find out what Steve Jobs has in store. Listen in for more.
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VideoNuze Report Podcast #72 - Aug. 13, 2010
Daisy Whitney and I are pleased to present the 72nd edition of the VideoNuze Report podcast, for August 13, 2010.
In this week's podcast, Daisy and I dig further into this week's Netflix-Epix deal. In particular, we discuss the deal's possible implications, including what it might be mean to the pay-TV industry (cable/satellite/telco).
As I argued in my post this week, "Netflix-Epix Deal Ratchets Up Importance of TV Everywhere," the cable industry should be taking note of how much closer Netflix is continuing to come to its traditional turf, and use TV Everywhere to aggressively counter it. However, my perception is that TV Everywhere rollouts are lagging, which is to the detriment of the industry. Listen in to learn more.
(Note that in the podcast I say it's not clear whether Netflix is actually getting access to all movies that are available on Epix. I've since clarified that with a Netflix spokesman who told me Netflix will get everything Epix has rights to.)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Cable Networks, Podcasts
Topics: EPIX, Netflix, Podcast
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VideoNuze Report Podcast #68 - July 16, 2010
Daisy Whitney and I are pleased to present the 68th edition of the VideoNuze Report podcast, for July 16, 2010.
In this podcast Daisy first discusses her observations from this week's NATPE LATV Fest. Daisy had a number of interesting conversations with independent online video producers and she shares some of what's succeeding and lessons learned.
Then we shift gears and spend some time talking about Google's 1 gigabit/second fiber-to-the-home project. Earlier this week Google created a new web site called "Google Fiber for Communities" which curiously only offers a little information about the project itself, but rather focuses on incenting citizens to express their support, in different ways, for legislation mandating fiber conduits are installed in federally funded transportation projects. It makes a similar recommendation for city-funded projects. It's seems like a far-flung initiative from the search company, or maybe not. Daisy and I speculate on what might be up.
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Categories: Podcasts
Topics: Google, NATPE, Podcast
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VideoNuze Report Podcast #66 - July 2, 2010
Daisy Whitney and I are pleased to present the 66th edition of the VideoNuze Report podcast, for July 2, 2010.
This week Daisy and I discuss Hulu Plus, which was launched earlier this week. There has already been a lot written about Hulu Plus, with most early users reporting favorably on the user experience. I just activated my 7-day trial and gave it a whirl last evening. Reactions are here.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: Hulu Plus
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VideoNuze Report Podcast #65 - June 18, 2010
Daisy Whitney and I are pleased to present the 65th edition of the VideoNuze Report podcast, for June 18, 2010.
This week Daisy and I return to the topic of cord-cutting, with Daisy tamping down some of what she reported about possible momentum here. Daisy cites new research from Nielsen and from Leichtman Research Group as evidence that in fact cord-cutting isn't actually happening (at least not yet). For my part, as I've said going back to my post in Oct, '08, I don't see much cord-cutting happening any time soon, both because viewers would lose cable TV network programs they love and because it's still not mainstream to connect broadband to TVs.
We then discuss my post early this week about ABC doubling the ad load on its iPad app, and soon on ABC.com as well. As I said earlier this week, it's tough from a consumer standpoint to see more ads, but the reality is these programs need to be effectively monetized, or well, these programs will cease to exist.
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VideoNuze Report Podcast #63; Yankee Group Cord-Cutting Research Download Available
Daisy Whitney and I are pleased to present the 63rd edition of the VideoNuze Report podcast, for May 27, 2010.
In today's podcast Daisy starts us off by discussing her New Media Minute this week, in which she highlights recent research from Yankee Group forecasting that 1 in 8 consumers will become cord-cutters in the next 12 months. With the rise of online video viewing, cord-cutting - the idea of consumers discontinuing their pay-TV subscription service in favor of free online sources - has become a very hot topic.
In this context, the Yankee research got a lot of attention when it was released. I recently had a chance to speak to the 2 analysts responsible for the research, Vince Vittore and Dmitriy Molchanov, who walked me through some of their assumptions. They've also been kind enough to share half a dozen of their slides, which are available for a complimentary download here.
Yankee's conclusion is based on annual research the firm conducts which includes certain questions about consumers' intent. In this year's survey the question, "Does Internet video offer enough options for you to consider canceling your pay TV subscription?" As slide 3 shows, Yankee took the respondents who are considering this and then extrapolated how many will actually follow through based on trend lines from past research. I think it's a plausible approach, though 1 in 8 over the next 12 months seems very aggressive to me.
Personally, I've been skeptical about any onslaught of cord-cutting. Back in October, 2008 I laid out my 2 principal arguments: that it's difficult to watch online video on TVs (where it must be enjoyable by mainstream audiences in order for cord-cutting to really take off) and that cable programming will be very limited on the free Internet (and as a result this will be a big disincentive for fans of cable channels to drop them).
While a lot is happening on the convergence front (e.g. Google TV, Roku, etc.), with the advent of TV Everywhere, the likelihood that cable programs will not leak out onto the open Internet is lower than ever. That's not to say there isn't a ton of great video available for free or through other paid options (like Netflix's streaming), but for the vast majority of pay-TV subscribers, I'd maintain that cutting the cord will be a distant option for a while to come. Nonetheless, it is a fascinating topic which will surely get even more attention going forward.
What do you think? Post a comment now (no sign-in required).
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Topics: Yankee Group
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VideoNuze Report Podcast #62 - May 21, 2010
Daisy Whitney and I are pleased to present the 62nd edition of the VideoNuze Report podcast, for May 21, 2010.
In today's podcast Daisy and I share chat about what else - Google TV. Listen in to learn more, and also see other posts on the site for further analysis and information.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts, Technology
Topics: Google, Google TV, Podcast
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VideoNuze Report Podcast #61 - May 14, 2010
Daisy Whitney and I are pleased to present the 61st edition of the VideoNuze Report podcast, for May 14, 2010.
In today's podcast Daisy and I share observations from the Cable Show in LA, where we both were this week. Daisy reports on a panel she moderated that focused on social media and how companies need to develop policies to make sure all company representatives work consistently. We also talk about 3D, TV Everywhere and the new Comcast iPad prototype app I wrote about yesterday, and what it might signal for the cable industry going forward. Listen in to learn more.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Cable TV Operators, Podcasts
Topics: Cable Show, Comcast, iPad, Podcast
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VideoNuze Report Podcast #60 - May 7, 2010
Daisy Whitney and I are pleased to present the 60th edition of the VideoNuze Report podcast, for May 7, 2010.
In today's podcast Daisy and I discuss research that Brightcove and TubeMogul released yesterday on online video consumption and engagement in the media industry. Though the data isn't statistically significant, the report caught our eye because it offers a great assortment of insights based on actual platform data plus survey responses. It's freely downloadable here. Listen in to hear our reactions.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts
Topics: Brightcove, Podcast, TubeMogul
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VideoNuze Report Podcast #59 - April 30, 2010
Daisy Whitney and I are pleased to present the 59th edition of the VideoNuze Report podcast, for April 30, 2010.
In today's podcast Daisy and I discuss Tremor Media's new $40 million round led by DFJ Growth, announced earlier this week, and about broader investment trends in the online video and advanced advertising space. As I wrote a few weeks ago, money continues to pour into online video companies, and in today's podcast we talk about the key reasons why. Listen in to learn more!
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Deals & Financings, Podcasts
Topics: Podcast, Tremor Media
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VideoNuze Report Podcast #58 - April 23, 2010
Daisy Whitney and I are pleased to present the 58th edition of the VideoNuze Report podcast, for April 23, 2010.
In today's podcast Daisy and I focus on Netflix's Q1 '10 results, which were the best in the company's history. I posted an analysis here, and in our discussion we dig in further to the competitive dynamics Netflix finds itself in and what consumers can expect going forward. Then Daisy takes us on a quick tour of what she saw at Ad:Tech.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: Ad:Tech, Netflix, Podcast
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VideoNuze Report Podcast #57 - April 16, 2010
Daisy Whitney and I are pleased to present the 57th edition of the VideoNuze Report podcast, for April 16, 2010.
Daisy and I are back from the NAB Show in Las Vegas and this week we share 2-3 key takeaways. For her part Daisy was impressed by the energy and mood at the show which was significantly brighter than last year. Daisy heard from a number of people contemplating new ventures, a big departure from last year when most people were hunkered down. Daisy shared further insights about specific companies she interviewed.
Then I talk a little more about my reactions to the Level 3 - Silverlight 3D streaming demo I saw in Microsoft's booth, which I wrote about on Tuesday, and also the new local TV station JV for mobile DTV that was unveiled at the show and which I wrote about yesterday.
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Topics: 3D, Level 3, Mobile DTV, NAB Show, Podcast, Silverlight
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VideoNuze Report Podcast #56 - April 9, 2010
Daisy Whitney and I are pleased to present the 56th edition of the VideoNuze Report podcast, for April 9, 2010.
First up this week, Daisy gives us an update on increasing ad loads in TV programs distributed online, building on our discussion from last week. Daisy reports on an interview she did with Mark Garner, SVP of Business Development at A&E Television Networks. AETN has found that in their TV Everywhere trials, when they increased ad loads by 20%, the rate at which people watch the programs all the way to the end was unchanged.
Research continues to build that incremental increases in ads doesn't harm viewership, but enhances monetization. Daisy concludes that AETN's experience is yet more evidence that soon enough more ads in online programs will be pervasive. Separate, Daisy previews an article she's writing about ad verification and how it figures in to the online video space.
Then I add some further color to my post from earlier this week in which I tallied up Q1 '10 financings for private video companies to at least $277.4 million. It was another stellar quarter for video companies, despite the fact that credit markets are still tight. Listen in to learn more.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Deals & Financings, Podcasts
Topics: AETN
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VideoNuze Report Podcast #55 - April 2, 2010
Daisy Whitney and I are pleased to present the 55th edition of the VideoNuze Report podcast, for April 2, 2010.
This week Daisy and I first discuss my post from this past Monday, "New comScore Research Available; More Ads Tolerable in Online TV Programs" (the post also includes a link for a complimentary download of the research presentation). Among other things the research concludes is that viewers of online-delivered TV programs could tolerate 6-7 minutes of ads which is approximately double the typical current ad load.
I have argued for some time that the ad load in online programs is way too light and that it was jeopardizing the broadcast networks' P&Ls, particularly as convergence devices allow online video viewing directly on TVs. Coincidentally, this week the CW Network announced that it would double its ad load next TV season. And Hulu, though announcing this week that it has been profitable for the past 2 quarters, is under continued pressure by its content partners to increase its ad load to generate more revenue (recall that Hulu recently blocked the new Kylo browser, which I asserted was due to concern about cannibalizing audience and ad dollars from on-air).
Daisy then tells us more about "hot-spotting," which is the ability to click on an item in an online video and learn more about it and possibly purchase. Hot-spotting has become very hot (no pun), with multiple companies now offering technology that appears to be yielding significant results. Daisy reports that ConciseClick, ClickThrough and VideoClix are among the leaders and she provides some interesting stats on their performance. Listen in to learn more.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Podcasts
Topics: ClickThrough, comScore, ConciseClick, CW, Hulu, VideoClix
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VideoNuze Report Podcast #54 - March 26, 2010
Daisy Whitney and I are pleased to present the 54th edition of the VideoNuze Report podcast, for March 26, 2010.
This week Daisy starts us off by reviewing new research on the iPad's appeal as an ebook reader. Daisy also reviews sobering forecasts suggesting that the iPad is unlikely to change people's willingness to pay for content (regarding video specifically, Daisy and I agreed a while back that for now its impact for video specifically is likely to negligible). I'm not convinced the iPad will trigger a wave of people willing to pay for content, but I do believe any iPad research is still very preliminary. It's only when users get their hands on the device that we'll really start to learn how impactful it is. The iPad is of already available for pre-order and is set to debut in stores late next week.
We then shift topics and discuss my post from earlier this week, "Here's How Google TV Will Work - And What It Might Mean," in which I described Google's new set-top box and the company's strategy for entering the market. Google's move is likely to set off a fascinating negotiating dynamic with incumbent video service providers, and Daisy and I get into some more of the details.
(Note, Daisy's mic isn't working that well on this podcast, so please be patient)
Click here to listen to the podcast (14 minutes, 13 seconds)
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Categories: Cable TV Operators, Devices, Podcasts
Topics: Amazon, Apple, Google, iPad, Podcast
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VideoNuze Report Podcast #53 - March 19, 2010
Daisy Whitney and I are pleased to present the 53rd edition of the VideoNuze Report podcast, for March 19, 2010.
This week Daisy and I dig into my post from this past Wednesday, "The Battle Over Movie Rentals is Intensifying" in which I described a new $30 million ad campaign that launched this week to promote consumer awareness of movies accessible through cable TV operators' Video-on-Demand (VOD) initiatives. The campaign is being funded by 8 Hollywood studios and 8 cable operators and will run for the next 12 weeks.
In the post I noted how the so-called "day-and-date" availability of movies on VOD (simultaneous with their DVD release), plus the consumer convenience of immediate viewing on the TV, are key VOD differentiators. In today's podcast Daisy and I explore how compelling these differentiators actually are, and how other options such as Netflix, Amazon and iTunes compare. After trying to explain the nuances a bit further, Daisy's reaction was that this stuff is so confusing that "her head is swimming."
Daisy's hardly an amateur, so if that's her reaction, one can easily imagine how many consumers will react as well, as they are bombarded with movie rental offers. Trying to figure out what movie viewing option(s) best meet their needs is going to take some work. But hey, nobody ever said that having a lot of choices is necessarily a lot of fun! Listen in to learn more.
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Categories: Cable TV Operators, Podcasts, Video On Demand
Topics: Podcast, Video-on-Demand
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VideoNuze Report Podcast #52 - March 5, 2010
Daisy Whitney and I are pleased to present the 52nd edition of the VideoNuze Report podcast, for March 5, 2010.
First up this week I discuss my post from this past Monday, "ABC.com is Now Achieving 'DVR Economics' for Its Programs," in which I described how ABC is now generating roughly the same revenue per program per viewer in online as it is when its programs are watched in DVR playback mode. Albert Cheng, EVP of Digital Media at Disney-ABC had explained to me last week that ABC recently concluded that since online and DVR are both "catch-up" opportunities, it was more appropriate to compare them to each other than to on-air.
Key to this logic is that ABC maintains a release window for its programs, with them being posted on the site 4-6 hours after broadcast. As a result, people who really want to see the program when it's first available still watch on-air (and may in fact re-watch online or via DVR). As long as there's an audience for broadcast, and online doesn't cannibalize it, the logic makes sense to me. Albert also explained that there's further upside in online through increasing the ad load, which is something ABC has experimented with.
Daisy picks up on that point, noting that CBS's Anthony Soohoo told her in an interview for Beet.tv that CBS is considering moving to a full ad load online because the online and on-air experience are converging, which suggests to them that viewers would tolerate more ads. We dig into the interplay between online and DVR usage, which I think is increasingly going to be a key focus for networks in how they choose to monetize online viewing.
Wrapping up, we review what some of the social media "listening" sites that are tracking the Oscar predictions are saying. Daisy appears officially addicted to following the online chatter.
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Categories: Advertising, Broadcasters, FIlms, Podcasts
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VideoNuze Report Podcast #51 - February 26, 2010
Daisy Whitney and I are pleased to present the 51st edition of the VideoNuze Report podcast, for February 26, 2010.
First up this week Daisy discusses the Beet TV online video roundtable in which she participated this week. Beet got a bunch of industry executives together for a discussion moderated by Kara Swisher of AllThingsD. Daisy talks about what she learned and the one-on-one interviews she conducted which will be available soon at the Beet site.
Then we discuss my post from yesterday, "Sezmi is Slick; Marketing It Will Be the Big Challenge," in which I reviewed the opportunities and challenges that Sezmi, the recently-launched next-gen video service provider is facing. Sezmi is now available in the entire LA area, with expansion to other U.S. geographies in store for later this year. I delve into why I think the skeptics are getting ahead of themselves in their downbeat assessments.
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Categories: Cable TV Operators, People, Podcasts
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VideoNuze Report Podcast #49 - February 12, 2010
Daisy Whitney and I are pleased to present the 49th edition of the VideoNuze Report podcast, for February 12, 2010.
This week Daisy and I dig into the 2009 comScore data that I detailed in my post on Tuesday (slides available for download too). It was a blistering year for online video, with total streams growing from 14.8 billion in Jan '09 to 33.2 billion in Dec '09. All the other relevant metrics also recorded strong growth. I share more details on the numbers and what they mean, focusing particularly on the top 2 sites YouTube and Hulu.
Then Daisy discusses her takeaways from the recent iMedia conference she helped organize. She talks about how brands are trying to break through the clutter, and the role of online video ad networks. Finally, she also discusses recent interviews she conducted with Facebook executives.
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Categories: Advertising, Podcasts
Topics: comScore, Hulu, iMedia, YouTube
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VideoNuze Report Podcast #48 - February 5, 2010
Daisy Whitney and I are pleased to present the 48th edition of the VideoNuze Report podcast, for February 5, 2010.
This week we get started with me reviewing yesterday's post about FreeWheel now serving close to 2 billion video ads per month and signing up MLB Advanced Media as their newest customer. FreeWheel's Doug Knopper told me that it is benefitting from both its new customers and also from year-over-year increases in ads served for existing customers. FreeWheel is also in the middle of the "syndicated video economy" that I've written before, having integrated with big third parties such as YouTube, AOL, MSN, Fancast and others.
Then Daisy describes her interview from last week's NATPE show with Chloe Sladden, director of media partnership for Twitter. The company is planning to launch its Media Developer's Platform later this year, along with new measurement tools. Daisy shares what she learned.
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Categories: Advertising, Podcasts, Technology
Topics: FreeWheel, MLB, Podcast, Turner, Twitter, VEVO