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Analysis for 'Samsung'

  • Research: Samsung Leads in Smart TVs, Roku in CTV Devices

    Conviva released detailed streaming viewership data late last week for Q2 ’20, finding that Samsung is the clear leader in smart TV viewing time while Roku leads in connected TV devices. Globally, CTV devices accounted for 48% of viewing time, with Roku holding a dominant 49% share of CTV time (followed by Fire TV at 29%, Apple TV at 8.7% and Chromecast at 7.3%).

    Smart TVs accounted for 15% of streaming viewing time, with Samsung holding a 49% share (followed by LG at 23% and Vizio at 11%). Rounding out the share of streaming viewing time, gaming consoles accounted for 11%, desktop and mobile each at 10% and tablets at 5%.

    CTV devices have an even higher share of streaming viewing time in North America (56%) compared to smart TVs (14%).

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  • Perspective What's this? Free Ad-Based Streaming TV on Connected TVs: Curb Your Enthusiasm

    I’m bullish on ad-based free streaming channels on Connected TVs. eMarketer projected the CTV ad market would grow to $14B in 2023, double the 2019 figure. Why is the Free Ad-based Streaming TV market, or FAST, so hot?

    Because after a decade of flubs by TV OEMs, they’ve finally nailed it. Many licensed Roku. Others, Android TV. Samsung iterated to get steadily better. LG’s Web OS was good from the get-go. And Vizio’s revamped SmartCast gained accolades at CES. This is in addition to the blockbuster success of OTT set-tops like Roku and Fire TV. Another factor? The rapidly maturing live linear streaming tech stack. It is far less glitchy and buffery than a year ago even, and costs are dropping.

    It adds up. Unboxing a TV is a new game. Just connect to Wi-fi and watch hundreds of free channels of news, sports and entertainment within seconds. No roof climbing. No scanning. No input switching. No cable guy.

    And more are coming. The Consumer Technology Association projected 41 million new TVs will be shipped in the US this year. Nielsen says we have 120 million homes. Just spit-balling here, but every three years we’re sending another new TV -- with hundreds of free streaming channels -- to every home in America?

    So why should we curb our enthusiasm?

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  • Apple’s New Partnerships Are A Start, But A Lot More Is Needed To Support Originals

    Likely the most interesting news from CES this year is that Apple is finally partnering in meaningful ways with big TV manufacturers. Most notably, Apple is creating an exclusive iTunes app for certain Samsung smart TVs. It is also enabling AirPlay 2 and HomeKit support on certain Samsung, Vizio, LG and Sony smart TVs which means users can display content from their Apple devices (iPhone, iPad, Mac) on their big screens.

    Apple’s moves are certainly a nod to how important its services/content business is becoming. But 2019 is a huge year for Apple in defining its place in the content ecosystem, with a $1 billion reportedly allocated to create original TV shows. The business model for these shows has been shrouded in mystery, but several months ago, CNBC reported that the shows will actually be given away for free to Apple’s device owners as part of the TV app which will also include subscription options akin to Amazon Channels.

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  • VideoNuze Podcast #402: Hulu’s Growth, DVDs Fall and CES Recap

    I’m pleased to present the 402nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week we start by discussing Hulu’s growth to over 17 million subscribers, which it reported earlier this week. Both of us are impressed by the numbers, which makes Hulu a firm #3 in the SVOD market. The key number that we’d like to know is how many new subscribers are taking the ad-supported version, which has dominated in the past.

    Hulu’s and SVOD’s growth have come at the expense of viewers owning and renting video, as Colin explains in his review of recent Q4 ’17 DEG data. DVDs fell a whopping 22% vs. Q4 ’16 and rentals were down as well. The only category that grew was SVOD. Related, the dominance of SVOD makes me wonder how Apple is going to monetize its high-profile original TV shows. If Apple sticks with a transactional model it will be facing serious headwinds.

    Finally, Colin shares a few thoughts on CES product news from Samsung, LG and Intel.

    Listen in to learn more!


     
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  • Nike's World Cup Campaigns Cap Record Quarter for Branded Videos

    Late last week, Visible Measures released its quarterly Branded Video Report for Q2 '14, finding that branded videos were watched 2.8 billion times, an increase of over 50% vs. Q2 '13. The big driver of the record quarterly views was the World Cup, with videos related to it accounting for 19%, or almost 555 million of the views.

    Nike was by far the biggest winner of World Cup related branded videos, with nearly 259 million True Reach views during the quarter, 84% of which were from its eight World Cup videos. Nike wasn't even an official World Cup sponsor, but its videos received 2.5x the 103.7 million views of adidas, which was the official sponsor and landed the brand in 3rd place for the quarter.

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  • Once Again, the Main Focus at CES Will Be On Ultra High-Def TVs, But Will the Results Be Any Different?

    Judging by the pre-show buzz, the main focus at this year's CES (which kicks off next Tuesday) will be on Ultra High-Definition TV, or "4K" TV. If this seems familiar, it's because UHDTVs were the main focus of last year's CES as well. Clearly TV manufacturers have settled on UHDTV as the next "big thing" to motivate consumers to upgrade. However, in 2013, UHDTV's high prices, impractically large screen sizes and lack of 4K content led to extremely limited adoption in the U.S. So the question is: will UHDTVs find better success in the U.S. in 2014?

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  • This Holiday Season, Smart TV Deals Abound, But Competition Increases From Connected TV Devices [CHART]

    As online video adoption and longer-form viewing have grown, consumers have become increasingly interested in moving the experience to their TVs. This trend has certainly helped to drive interest in connected TV devices (e.g. Apple TV, Roku, Chromecast, etc.). But even as these devices have proliferated, TV manufacturers have promoted Smart TVs, which connect to the Internet and generally offer a handful of pre-integrated apps, most prominently Netflix, Hulu Plus, YouTube, Pandora and others.

    Since connected TV devices are relatively cheap (Chromecast set a new low in 2013 at $35) and are easy to install, no longer must consumers be required to buy a whole new TV simply because they want to stream Netflix, for example. No doubt, this dynamic - combined with the saturation of HDTVs and the adoption of mobile devices for viewing video - all contribute to global TV sales being down in 2013 for the second year in a row, the first time this has ever happened.

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  • Samsung Licenses RDK to Support Next-Gen Cable Set-Tops

    Samsung has announced that it has licensed the Reference Design Kit (RDK) from RDK Management to accelerate delivery of next-generation IP video onto new devices. RDK Management is a joint venture between Comcast and Time Warner Cable, with the aim of developing a standardized set of software bundles for set-top boxes.

    The RDK is a pre-integrated software bundle, initially developed and licensed by Comcast to create a common framework for powering tru2way, IP or hybrid set-top boxes and gateway devices. The RDK’s software bundle can also power gateway devices, and other devices like connected TVs and other CE devices.

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  • No Surprise, Intel Media is Struggling to Launch Its OTT Pay-TV Service

    Reports surfaced last week that Intel Media's planned OTT pay-TV service "OnCue" has hit a major speed bump, and the company is now looking for potential partners such as Samsung or Amazon to help get the service launched.

    I for one was not surprised by the news, as I've regarded Intel Media's pay-TV venture as facing extremely long odds. As well, I view the likelihood of Samsung, Amazon, or anyone else riding to Intel's rescue as being similarly improbable. Since Intel Media reportedly has had a 300-person team working on OnCue for almost 2 years, its potential demise would be an expensive lesson for the company in how hard it is to break into the pay-TV industry.

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  • VEVO Now Gets 50% of Its U.S. Video Views From Mobile, Tablet and Connected TVs

    There was an eye-opening data point in VEVO's viewership report for the first half of 2013, published this week: 50% of its U.S. video views now come from mobile, tablet and connected TV devices. In fact, in an interview on Bloomberg in late August (see below), VEVO CEO Rio Caraeff said non-desktop U.S. views are now over 500 million per month, more than half of its approximately 1 billion U.S. monthly views. He also characterized non-desktop as the fastest growing part of VEVO's business.

    The 50% non-desktop number is the highest I've seen disclosed by any online video content provider. Over the past year, when I've informally asked content providers about mobile/connected TV views, I've typically heard 25%-30%. By comparison, YouTube (note, VEVO is the largest partner) says on its site that mobile is 25% of its global watch time.

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  • Getting Beyond YouTube: VEVO Launches TV Apps, Maker Studios Acquires Blip

    One of the big trends in the online video world these days is big independent video providers seeking to expand their distribution and monetization beyond YouTube while controlling more of their own destinies. The trend is gaining further momentum as the WSJ is reporting that VEVO intends to launch its music app on Apple TVs and Samsung Smart TVs, and AllThingsD is reporting that Maker Studios is acquiring Blip.

    According to comScore's July online video rankings, VEVO was the top-ranked YouTube partner, with 47.6 million unique viewers and 581.9 million videos, while Maker Studios was ranked third, with 28.6 million unique viewers and 530.7 million videos.

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  • VideoNuze Podcast #187 - Does Samsung's Boxee Acquisition Make Sense?

    I'm pleased to present the 187th edition of the VideoNuze weekly podcast with my weekly partner Colin Dixon of nScreenMedia. During the short July 4th week news broke that Samsung acquired Boxee. Today, we discuss whether the deal makes sense and how much Samsung could benefit. Colin believes that Samsung will benefit by being able to integrate live broadcast TV more seamlessly into its Smart TVs, something that has been missing to date, but which Boxee excelled at with its Boxee TV service.

    While that would be a step forward, it feels to me like a relatively limited value proposition, since cable TV networks wouldn't be included unless a CableCARD slot was available. Even as a second TV in the home as Colin proposes, a Samsung/Boxee Smart TV seems like it would have limited appeal, due to the rise of tablet-based viewing and the ability to access broadcast TV via Hulu, network sites/apps, pay-TV operator apps, etc. (a larger question raised is whether 2nd TVs have much of a future themselves).

    While Colin and I agree that the rumored $30 million purchase price for Boxee is a drop in the bucket for a goliath like Samsung, it's not clear yet how much of a return they'll get.

    Listen in to learn more!

    Click here to listen to the podcast (19 minutes, 52 seconds)

     


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  • VideoNuze Podcast #186 - 4K TV & HEVC Rollouts; DVR vs. SVOD; Curved TVs

    I'm pleased to present the 186th edition of the VideoNuze weekly podcast with my weekly partner Colin Dixon of nScreenMedia. Colin attended a CDN conference earlier this week first shares observations on the potential long-term rollout of 4K TV and HEVC, along with the deployment of Netflix's Open Connect CDN based on conversations with Netflix and Time Warner Cable.

    Next we turn to data from NPD earlier this week indicating that for watching TV shows, DVR usage is more than twice as popular as SVOD services like Netflix, Hulu Plus, Amazon, which I wrote about earlier this week. Colin caveats the data, noting that in SVOD-specific homes he believes the usage is stronger than NPD suggests.

    Lastly we touch on news that Samsung will be selling curved TVs, for $13K apiece. Colin and I are skeptics, to say the least.

    Listen in to learn more!

    Click here to listen to the podcast (16 minutes, 28 seconds)




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  • Post-CES, The Stage is Now Set for an Apple Television

    Unless you've been living under a rock for the last year or two, you've no doubt had your fill of stories about the elusive Apple television set - not the existing puck-like Apple TV device, but the actual full screen monitor. At the risk of adding to the topic's cacophony, today I'd like to articulate why, with CES now behind us, I believe Apple has a massive opportunity and that a television is 100% inevitable - with the only question being the specific timing of its introduction.

    Apple's television opportunity is not simply to one-up the competition's stable of Smart TVs, but to re-imagine the entire TV experience as an integral part of our lives. Simply put, Apple's task is to leverage all of the foundational pieces that already exist - high-speed broadband delivery, Wi-Fi, HDTV, its robust app store/developer network, and the massive installed base of touch screen iPads and iPhones - and then to create an unparalleled experience layer that allows users to do things heretofore unimaginable.

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  • VideoNuze Report Podcast #116 - Smart TVs Are All the Rage

    I'm pleased to be joined once again by Colin Dixon, senior partner at The Diffusion Group, for the 116th edition of the VideoNuze Report podcast, for Jan. 13, 2012. Colin joins us from CES in Las Vegas (note, it's a little noisy). As anyone who's been following the news out of CES this week, connected or "Smart TVs" are all the rage.

    In today's podcast Colin reports on what impressed him and what didn't. We dig into topics like universal search through voice and motion control, the role of second screens like the iPad to navigate Smart TVs, how pay-TV services are being integrated and how advertising is going to play a role plus much more. One thing is for sure, Smart TV's are going to be a big business in 2012. Colin says that TDG's research on purchase intent shows huge consumer interest in Smart TVs. Listen in to learn more!

    Click here to listen to the podcast (18 minutes, 33 seconds)



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  • Advertising on Connected TVs Will Be the Next Battleground

    With the launch of Samsung AdHub yesterday, the next big battleground for video advertising is shaping up to be on connected TVs. That makes a lot of sense because as more video viewing occurs on connected TVs (or "Smart TVs as they're also called), audiences will further fragment from traditional linear TV. Connected TVs are projected to account for 155 million units by 2015, or 54% of all flat-panel TV shipped. By then over 500 million connected TVs will have been shipped. In 2011, approximately 27% of TVs shipped will be able to connect to a network. Advertisers have no choice but to figure out how to reach all of those eyeballs and TV manufacturers are now beginning to lay the groundwork.

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  • Cisco Feels Pain of Shifting Set-Top Box Landscape

    This week technology giant Cisco reported its fiscal Q2 earnings and once again sales of its set-top boxes to big pay-TV operators were a glaring weak spot. This business has practically gone off a cliff, falling 29% from last year's similar quarter, a loss which followed a 40% decline in North America set-top sales for the prior quarter. While Cisco tried to put a positive spin on things by pointing to stronger sales of its IP-enabled set-tops and international results, the problems reflect a significant shift in how pay-TV operators view set-top boxes in a larger IP-related context, trends which are likely to only accelerate going forward.

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  • Miniweb's Woomi Now Live on Samsung Devices in U.K., Coming Soon to U.S.

    An item from late last week missed my radar: Woomi, the cloud-based content services platform for connected devices from Miniweb, officially went live on Samsung connected TVs and devices in the U.K. I wrote about Woomi last October and was impressed with how its approach skirted the "browser vs. no browser" choice most connected devices are making, instead focusing on bringing content in via their app. I caught up with Miniweb's CEO Jerome de Vitry yesterday to learn more about the U.K. launch and upcoming plans.

    Jerome said that Samsung believes it has around 500K connected devices deployed in the U.K. with the majority of them March, 2010 or later vintage, capable of handling the Woomi service. Of these, Samsung estimates about half of them have been connected (remarkably, a lot of people who buy connected devices don't actually connect them; go figure). Though it's very early on, Jerome said that about 5K people have already accessed the Woomi app, which is featured on the home Internet@TV screen, alongside Netflix, Pandora, Amazon VOD, etc.

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  • Samsung Sells 2 Million Galaxy Tab Tablets

    When it comes to tablets, yes, it seems there is life beyond the iPad. Samsung reported this week that globally it sold 2 million of its 7-inch Galaxy Tab tablets. Granted Apple sold 7.3 million iPads in the same period, but the iPad's also been on the market for 6 months longer. Regardless, the Tab's early performance is good more news for mobile video. And since the Tab runs Android, which supports Flash, that means access to all the video available online, a huge difference compared to the iPad.
     
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  • Samsung Notches 2 Million App Downloads

    (Friday update #4) Samsung has now gained 2 million app downloads through its connected TVs and devices, with apps from YouTube, Hulu Plus, ESPN Next Level, AccuWeather, Google Maps and Texas Holdem leading the way. Samsung said there are 380 total apps available for download of which 259 are free. The 2 million milestone comes less than 2 months since Samsung announced its 1 millionth download. Some analysts, like my colleague Colin Dixon at The Diffusion Group, have criticized these new "SmartTVs" as actually being quite dumb, but Samsung's experience appears to show that the app model on TVs is beginning to catch on.
     
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