Akamai - leaderboard - 2-1-20

Analysis for 'Sports'

  • VideoNuze Podcast #505: PGA Tour and ESPN Negotiators Belong on Mt. Olympus

    I’m pleased to present the 505th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week we discuss the PGA Tour’s $6.3 billion, nine-year rights deal announced this week with CBS, NBC/Golf Channel and ESPN+. The deal will reportedly generate $700 million in fees, up 75% from the current deal’s $400 million. Anyone looking to me to explain how the PGA managed to get this increase, despite so many factors that should have given the TV networks leverage, is going to be disappointed. I just don’t get it, but as a golf fan, it’s still lots of fun to talk about.

    One thing is for certain - with the bulk of the new money going to the Tour’s players, the 2020s are going to be a very good period for them. As is to give a sneak preview, when this weekend’s PLAYERS Championship was cancelled after round 1 yesterday, half the purse of $15 million was divided evenly among the field of 144 players. So each player got $52,083, irrespective of how they played in round one. So if average round lasts 4 hours then they earned $13,020 per hour. Or if they shot par 72 they received $723 per shot (including gimme putts). Life is good.

    ESPN+ popped up as the streaming partner in the new PGA deal, which provided a good opportunity for Colin to explain the remarkable turnaround Disney has effected with the network. ESPN is now in 98.1 million U.S. homes vs. 98.5 million in 2013. After dipping to 89.7 million in 2017, ESPN successfully negotiated its way onto all major virtual pay-TV operators’ lineups (8.9 million). And it cleverly bundled ESPN+ with Disney+ and Hulu (another 7.5 million) creating significant DTC optionality down the road.  

    Reviewing the new PGA deal and ESPN’s bounce back, we believe executives for both entities deserve to be on the Mount Olympus of media negotiators.


    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 58 seconds)



    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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

     

     
  • Akamai - full banner - 2-1-20
  • Has Google Decided to Take the Lead on Tackling the RSN and Sports Bubble?

    There are so many dramas playing out in the TV/video business these days it’s hard to keep up. Cord-cutting, M&A, reorganizations, high-profile executive departures, product launches, discounted pricing, eye-popping A-lister salaries….the list goes on and on.

    But one particularly intriguing drama that’s been catching my eye lately revolves around YouTube TV and the YES Network. As with everything in the TV/video business, the background is complicated, so here’s the high level cheat sheet:

    continue reading

     
  • Akamai - full banner - 2-1-20
  • VideoNuze Podcast #503: Live Sports Streaming Grows; CTV Ad Share in 2019

    I’m pleased to present the 503rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up on this week’s podcast, Colin shares details of Verizon Media’s new research on live sports streaming, which found that 53% of fans are paying for some type of extra subscription service. Also noteworthy is that two-thirds of respondents said DVR is a critical feature and that 39% use the DVR feature to skip ads.

    These underscore how different the user experience is becoming between ad-free SVOD viewing and ad-heavy live sports viewing. Lots of fans seem to be willing to watch time-delayed just to avoid the ads. But we agree that connected TV is going to drive lots of innovation in both sports streaming and advertising/monetization going forward. On that topic, we also review Extreme Reach’s latest Video Benchmarks Report. Though CTV ad share settled around 50% in 2019, Colin and I see plenty of growth ahead - and accompanying innovation.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 52 seconds)



    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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


     

     
  • Penthera full banner - 3-10-20
  • Regional Sports Networks Become an Albatross for AT&T

    Not that long ago, regional sports networks (RSNs) were the beachfront property of the pay-TV industry. RSNs had exclusive rights to air local sports teams’ games in their markets and rabid fans willing to pay virtually any price to watch (especially if the local team was having a winning season). But the icing on the cake was that even non-fans were often paying for pricey RSNs, because their fees cleverly became inseparable from the most popular TV packages. In short, RSNs practically had a license to print money.

    But few things last forever, and RSNs have become the latest example of the Internet’s disruption. Yesterday, the NY Post reported that AT&T’s auction of four of its RSNs, in Denver, Houston, Pittsburgh and Seattle, has drawn meager interest. AT&T was looking to sell the group for around $1 billion, but the bids have come in “around or below $500 million.” A big red flag was the four RSNs’ financial performance - an expected drop in earnings from $115 million in 2019 to just $55 million in 2020.

    continue reading

     
  • Akamai - full banner - 2-1-20
  • VideoNuze Podcast #485: Research Shows Relationship Between Sports and Pay-TV

    I’m pleased to present the 485th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we discuss highlights of a recently released sports and news consumer survey conducted by consulting firm Altman Vilandrie & Company. Catching our attention was how well virtual pay-TV operators are doing with regular sports viewers. This reflects how much emphasis vMVPDs have put on adding sports networks to their packages (and also indicates why their prices are rising).

    There was a lot of other interesting data related to sports and news consumption by age, type of sports, different services and more in the survey.

    If you’d like to learn more about the full survey results, contact Matt Del Percio at Altman Vilandrie & Company.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 8 seconds)
     


    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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

     
  • Akamai - full banner - 2-1-20
  • VideoNuze Podcast #453: Super Bowl Streaming Hits New High

    I’m pleased to present the 453rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This past Sunday’s Super Bowl set the record for the lowest total score in the Big Game’s history, but it also set the highest record for number of people watching the action via the Internet. According to Colin’s excellent analysis, upward of 7 million people streamed some portion of the game. About 2.6 million did so via CBS and NFL digital properties. But per Colin’s calculations nearly twice as many watched via virtual pay-TV operators, which stream their services over the Internet. We both believe YouTube TV played a leading role.

    So while the total TV audience watching shrunk to 98.2 million, its lowest level in over 10 years, the number of people who trusted the Internet to stream the action rose to a new high. We discuss the implications of this and the growing role virtual operators are playing now. We also observe how the Big Game’s advertising roster included SVOD providers and other digital-first companies, a sign of its ongoing superiority in reaching a mass audience.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 36 seconds)



    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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

     
  • Akamai - full banner - 2-1-20
  • YouTube TV is Owning the World Series, Again

    YouTube TV is back as this year’s World Series presenting sponsor and as with last year, Google’s skinny bundle is once again dominating. Watching the game last night (go Sox!) it was impossible to not be exposed to the brand and also some very creative elements of the “Watch like a fan” campaign.

    YouTube TV renewed its World Series sponsorship for 2018 and 2019 with MLB back in March of this year. As with 2017, before the first pitch was thrown, there was a highly produced 90 second ad.  At first it looked like a promo for various Fox networks, though when the Google Home demo popped in it became clear it was for YouTube TV.

    continue reading

     
  • Penthera full banner - 3-10-20
  • VideoNuze Podcast #435: AT&T Floats Engagement Pricing; CBS Streams Super Bowl to Mobile

    I’m pleased to present the 435th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Escalating programming costs for pay-TV operators are a chronic issue. In the age of cord-cutting and proliferation of SVOD, offsetting these costs with rate increases is no longer an option. One new solution being proposed by AT&T Communications’ CEO John Donovan is “engagement pricing,” whereby TV networks would be paid based on viewers’ actual consumption.

    As Colin explains, it’s a break from industry norms, and even with AT&T leveraging Warner Media’s networks, it will be very difficult to persuade other networks to follow suit. Why get paid on viewership when you’re already getting paid regardless of how many people watched?

    We then shift to CBS Sports’ decision this week to stream Super Bowl LIII to mobile devices without requiring a pay-TV subscription. It’s another nudge toward opening up sports to non-subscribers, though Colin and I agree the vast majority of marquee sports will remain locked behind pay-TV subscriptions.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 7 seconds)



    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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

     
  • CTV Ad Summit - full banner - 1-10-20
  • CBS Sports Extends Mobile Streaming Access to Super Bowl

    CBS Sports announced yesterday that it will extend unauthenticated streaming of Super Bowl LIII to mobile devices. The move means that viewers do not need to have a pay-TV subscription in order to watch the game on mobile, nor do they need to have wireless service with Verizon, as has been required in past years.

    It also means that mobile streaming will be on the same footing as desktop and connected TV viewing, both of which had unauthenticated access the last time CBS had the Super Bowl rights, in 2016. The game will also be available to CBS All Access subscribers.

    continue reading

     
  • Akamai - full banner - 2-1-20
  • VideoNuze Podcast #425: AT&T Disrupts TV, World Cup Streaming Surges and More

    I’m pleased to present the 425th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we cover a number of topics, starting with AT&T’s newest skinny bundle offering, WatchTV, which is bonus feature for subscribers to 2 of its new unlimited wireless plans. Colin and discuss the implications for the industry as AT&T reshapes consumers’ perceptions of pay-TV as a standalone premium service to a supporting feature in their wireless plan.

    We then turn to the World Cup, which is setting streaming records, even in the early matches. Colin shares the data and his personal experiences on quality, which have been very positive.

    Next, we touch on Apple’s latest high-profile content deals, with Oprah Winfrey and Sesame Workshop. Apple’s continuing to spend through the $1 billion it allocated, but we still wonder, how is this A-list content going to be distributed and monetized? Finally we review Instagram’s new long-form video service, IGTV, which was announced this week. We’re both excited about its prospects, particularly relative to Facebook’s other video initiatives, which have been all over the board.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 25 seconds)



    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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

     
  • Penthera full banner - 3-10-20
  • Discovery’s $2 Billion Global Golf Deal Highlights OTT’s Potential

    Discovery has signed a 12-year, $2 billion deal with the PGA Tour for global multi-platform live rights in 220 markets outside the U.S. for all PGA Tour properties. The deal provides access to 150 tournaments per year (2,000 live hours) including high-profile events such as The PLAYERS Championship, the FedExCup Playoffs and the Presidents Cup (though I believe it excludes other marquee events such as the U.S. Open, the Open Championship, the PGA Championship and the Ryder Cup which are outside the PGA Tour’s purview).

    While Discovery will broadcast the tournaments on its various international cable and broadcast TV networks, the big potential upside in the deal is the new dedicated PGA Tour-branded OTT streaming service Discovery plans to build. The unnamed service, which will launch next year, will be another high-profile test of OTT’s ability to deliver direct-to-consumer benefits to super-fans as well as create incremental revenues.

    continue reading

     
  • Akamai - full banner - 2-1-20
  • NBA to Syndicate Live-Streamed All-Star Player Interviews to 180+ Countries

    It’s NBA All-Star weekend and for the first time, the league is offering free access to live-streamed interviews of players to TV networks, social media and other publishers in over 180 countries around the world. Half the interviews will occur today at 11:05am PT with the other half at 11:50am PT. The NBA views these interviews as a way of generating visibility for players in their home countries and bringing fans closer to the action.

    continue reading

     
  • Penthera full banner - 3-10-20
  • VideoNuze Podcast #406: Super Bowl Streaming; HBO Now Succeeds

    I’m pleased to present the 406th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, Colin and I share our experiences live-streaming the Super Bowl. Both of us were on the road and were extremely impressed.  Except for latency of up to a minute or so, neither of us experienced any buffering or pixelation. In short, it was nearly a TV-like experience and really demonstrates how far live-streaming at scale has come.

    We then shift gears to discuss strong growth at HBO Now, which just reported hitting the 5 million subscriber mark at end of 2017. HBO Now is benefiting from not being a “buy-through” on top of expensive pay-TV services. By going direct-to-subscriber, HBO Now has made its product much more accessible. We suspect that Amazon Channels and AT&T (which strongly promoted HBO Now in 2017), were pivotal to growth.

    (Apologies, our audio quality isn’t that good this week).

    Listen in to learn more!


     
    Click here to listen to the podcast (23 minutes, 25 seconds)


    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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

     
  • Akamai - full banner - 2-1-20
  • ESPN’s New Streaming Service is for Super-Fans

    On Disney’s earnings call earlier this week, company CEO Bob Iger shared some details about ESPN’s new sports streaming service that will launch this spring and cost $4.99/month. Based on the initial reveal, it seems like a sports super-fan product that will give Disney some incremental revenue, but won’t be a game-changer in the broader pay-TV or online video worlds. It’s a refresh of the existing ESPN app powered by newly-acquired BAMTech technology.

    Iger described 3 main features of the new ESPN app:

    continue reading

     
  • Beachfront - full banner - 7-1-18
  • A Superb Super Bowl Streaming Experience

    As a Patriots fan, it was a bummer watching them go down in last night’s Super Bowl, but one major positive surprise was that streaming the game was a superb experience. I was on the road, and watched the entire game (except for the last minute) using the NBC Sports app on my iPad, on the public WiFi network in Palm Beach International airport in Florida where I arrived early for my flight which ended up delayed.

    I could have watched on any number of TVs in restaurants or camped out on the floor like the fans below watching on TVs mounted in the terminal. But the circumstances created a good opportunity to see what it would really be like to be dependent on streaming.

    continue reading

     
  • Penthera full banner - 3-10-20
  • VideoNuze Podcast #405: Does Fox’s New NFL Thursday Night Deal Make Sense?

    I’m pleased to present the 405th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week we dig into Fox’s newly announced deal to broadcast NFL Thursday Night Football games for the next 5 years. The price was reportedly $3 billion, which translates to an average of $60 million per game, a 30% increase vs. what CBS and NBC paid last season.

    Sports have long been thought of as TV’s firewall, but given the NFL’s own ratings declines, combined with accelerating changes in viewers’ behaviors, cord-cutting and adoption of ad-free SVOD, this deal carries risks for Fox. Can Fox turn a profit on the games as pay-TV operators push back on rate increases and advertisers balk at smaller audiences? Will we see a direct-to-consumer streaming service emerge? Time will tell.

    Listen in to learn more!

     
    Click here to listen to the podcast (20 minutes, 15 seconds)



    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

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

    Also note, Colin has a new white paper out on content portability in the EU. Download it here.

     
  • CTV Ad Summit - full banner - 1-10-20
  • Fox’s Multi-Billion Dollar NFL Deal Shows Live Sports are Still TV’s Firewall (or Not)

    Fox will have broadcast rights to NFL Thursday Night Football for the next 5 years in a deal that is reportedly worth over $3 billion. That would work out to an average of $60 million per game, up from the $45 million NBC and CBS paid per game over the past 2 years and up from the $37.5 million CBS alone paid in 2014 and 2015. The broadcasts will be presented by Bud Light.

    The deal gives fresh credence to the idea that “live sports are TV’s firewall” against changing viewer behaviors and the rise of SVOD. The “firewall” concept has been around for years now and has driven the exorbitant rise in sports rights and the multi-billion dollar “sports tax” that pay-TV subscribers who are not sports fans pay each year.

    continue reading

     
  • Beachfront - full banner - 7-1-18
  • Research: NFL is Strongest For Live Sports Viewers On Devices

    Adobe Primetime and The Diffusion Group have released new research, finding among other things, that the NFL is the most popular sport to live stream on digital devices. The research surveyed 2,000 U.S. consumers, revealing viewership trends for live sports viewers or “LSVs” - adult broadband users that watch televised live sports on any screen including PCs, TVs, smartphones or tablets.

    The survey found that 37% of LSVs watch live sports on non-TV devices, with PCs used the most (cited by 27%), followed by smartphones (17%) and tablets (14%). Across all 3 of these devices, the NFL is the most popular of all sports. On PCs NFL is watched by 66% of LSVs, followed by Summer Olympics (59%) and NBA basketball (59%). On smartphones, NFL is watched by 70% of LSVs, then NBA (59%) and college basketball (52%). On tablets NFL is at 67%, followed by NBA (62%) and major league baseball (61%).

    continue reading

     
  • Akamai - full banner - 2-1-20
  • Attend Our Streaming Sports Webinar on October 19th

    Sports has been on the forefront of the streaming revolution from the start. Whether it’s early successes like the NCAA basketball tournament or the unprecedented scale of the 2016 Summer Olympics or more recently Thursday Night Football on Twitter and Amazon, sports have continued to push the boundaries of what’s possible with online and mobile delivery.

    To better understand what’s happening with streaming sports and the best practices today, Akamai is presenting a free webinar on Thursday, October 19th at 1pm ET, which I will be hosting with Colin Dixon of nScreenMedia, my weekly podcast partner. Joining us will be Clark Pierce, SVP, TV Everywhere and Special Projects at Fox Digital Consumer Group and another executive TBD. Fox has been a leader in streaming sports, so Clark has a wealth of knowledge to share.

    In the webinar we’ll also explore distinct new value propositions being created by streaming sports, key challenges and what’s ahead. We’ll draw on insights from Akamai’s recently published thought-leadership paper, Game On! How Streaming Sports is Heating Up, in which we interviewed executives at 8 companies leading the charge on streaming sports. Game On can be downloaded here.

    For anyone involved in streaming sports, the webinar will be extremely valuable - register now!

     
  • Akamai - full banner - 2-1-20
  • VideoNuze Podcast #390: CBS All Access Gains on Star Trek; YouTube TV Takes Risky Bet on World Series

    I’m pleased to present the 390th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, we discuss the impact of the “Star Trek: Discovery” launch on CBS All Access. CBS has said that All Access daily subscriber growth is up 200% over last year since the show’s launch. As Colin notes though, it’s hard to draw conclusions yet about how sustainable the additions will be or whether churn will spike. More originals are clearly needed to broaden the service’s appeal.

    We then turn to the surprising news this week that YouTube TV will be the presenting sponsor of the 2017 World Series. Colin and I agree it’s really a sign of the times when a skinny bundle has stepped up this way. However, since Fox, the network broadcasting the games, isn’t even available yet on YouTube TV in half the top 50 U.S. markets, the sponsorship carries risks. Colin also notes that given YouTube TV’s programming costs, it is likely losing money for each new subscriber.

    Listen in to learn more!
     
    Click here to listen to the podcast (24 minutes, 6 seconds)



    Click here for previous podcasts.

    Click here to add the podcast feed to your RSS reader.

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

     
  • Penthera full banner - 3-10-20
« Previous | Next »

Sample