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VideoNuze Report Podcast #103 - Q2 '11 Financings - July 8, 2011
Daisy Whitney and I are pleased to present the 103rd edition of the VideoNuze Report podcast, for July 8, 2011.
In this week's podcast, Daisy and I discuss private online and mobile video company financing in Q2 '11. Earlier this week I reported that $84 million was raised, which was the lowest quarterly amount in the last 2 years. Daisy and I consider what that means and also where things might be heading from here. Listen in to learn more.
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Categories: Deals & Financings, Podcasts
Topics: Deals and Financings, Podcast
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VideoNuze Report Podcast #102 - HBO GO's Opportunities - July 1, 2011
Daisy Whitney and I are pleased to present the 102nd edition of the VideoNuze Report podcast, for July 1, 2011.
In this week's podcast, Daisy and I discuss HBO GO, the online/mobile service from HBO. As I said in my review yesterday, I'm very impressed with HBO GO, and believe it is a strong new asset for the company. The big question is what exactly will HBO do with it - maintain it as a primarily defensive value-add to subscribers, or pivot to broader online distribution partnerships and possibly even direct-to-consumer initiatives? Daisy and I contemplate the options and risks.
Click here to listen to the podcast (11 minutes, 13 seconds)
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Categories: Cable Networks, Devices, Podcasts
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VideoNuze Report Podcast #100 - Cable Show Review - June 17, 2011
Categories: Cable Networks, Cable TV Operators, Podcasts
Topics: Cable Show, Netflix
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VideoNuze Report Podcast #99 - May 20, 2011
I'm pleased to present the 99th edition of the VideoNuze Report podcast, for May 20, 2011.
In this week's podcast, Daisy Whitney and I discuss the new "Bud United Presents: The Big Time" contest which was announced earlier this week. The contest resonated with me because it really showed how brands can take full control by leveraging social media and online video. Daisy and I discuss the implications and what it might mean for other brands. Listen in to learn more.
Click here to listen to the podcast (8 minutes, 39 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Podcasts
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VideoNuze Report Podcast #98 - May 5, 2011
I'm pleased to present the 98th edition of the VideoNuze Report podcast, for May 5, 2011.
In this week's podcast, Daisy Whitney and I discuss YouTube's forecast that by 2015, 50% of video ads will include cost-per-view video, which I wrote about earlier this week. If the forecast pans out, it would cause a huge transformation in the way the online video ad market works, since virtually all of today's in-stream video ads don't have any performance aspect.
As we discuss, the move isn't that surprising, as it attempts to re-shape the video ad market to look more like the search advertising market, which Google dominates. By aligning engagement with advertiser payments, there's clearly more efficiency. But it would be a radical departure from the way TV advertising has traditionally been bought, so it would take a concerted effort by brands and agencies to adapt to the model. Listen in to learn more.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Podcasts
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VideoNuze Report Podcast #97 - Apr. 29, 2011
I'm pleased to present the 97th edition of the VideoNuze Report podcast, for April 29, 2011.
In this week's podcast, Daisy Whitney and I discuss Netflix's robust Q1 '11 results announced earlier this week. Netflix added 3.6 million subscribers in Q1, which is almost double the 1.7 million subscribers it added a year earlier in Q1 '10. Of the total, 3.3 million were in the U.S. bringing Netflix to a virtual tie with Comcast at 22.8 million subscribers (though as I always note, Comcast generates at least 5-6 times as much revenue per video subscriber as does Netflix). Still, with the Q1 growth, Netflix has grown by over 12 million subscribers in the past 6 quarters, an amazing stretch by any measure.
In the podcast we also discuss the more conciliatory tone Netflix struck toward the pay-TV industry, with CEO Reed Hastings going out of his way to tamp down concerns about imminent cord-cutting. We also comment on how Netflix appears to be adopting Apple's approach to under-promising and over-delivering quarterly results.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
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VideoNuze Report Podcast #96 - Apr. 22, 2011
I'm pleased to present the 96th edition of the VideoNuze Report podcast, for April 22, 2011.
In this week's podcast, Daisy Whitney and I discuss 2 new video ads that I recently wrote about, the Desperados Tequila Flavored Beer ad on YouTube, and the Evian "Baby Inside" ad. I thought they were both highly creative and offered great opportunities for viewers to become involved. On the other hand, Daisy did not like either one, the Desperados ad because it required too many actions, and the Evian ad because she's averse to the images of adult heads on babies' bodies. As Daisy explains, often she just wants to enjoy ads as entertainment, rather than be required to act.
Daisy draws an interesting distinction between "interactivity" and "engagement," two concepts that are often used interchangeably. But as Daisy points out, many ads incite deep engagement while not requiring any interactivity. I can relate to the point as I found myself very engaged with "The Force" Super Bowl ad from Volkswagen, though it didn't include any interactivity. The larger point is that even though opportunities now abound for brands to immerse users in online experiences, more than ever they need to strike the right balance between pure entertainment vs. requiring to users to act.
Click here to listen to the podcast (12 minutes, 20 seconds)
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Categories: Advertising, Podcasts
Topics: Desperados Tequila Flavored Beer, Evian, Podcast, YouTube
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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!)
Click here to listen to the podcast (11 minutes, 25 seconds)
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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!
Click here to listen to the podcast (12 minutes, 20 seconds)
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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.
Click here to listen to the podcast (15 minutes, 42 seconds)
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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.
Click here to listen to the podcast (13 minutes, 12 seconds)
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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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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Cable TV Operators, Podcasts
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.
Click here to listen to the podcast (12 minutes, 1 second)
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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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