Posts for 'Apple TV'

  • Inside the Stream Podcast: CNN+ Launch and Apple’s Streaming

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    First up this week, Colin and I discuss CNN+ which launched this week. For now there’s limited connected TV availability, so that’s a key challenge to surmount. Overall we agree it’s a smart strategy by CNN and will fit well with other streaming services from WarnerMedia Discovery.

    Then we catch up on Apple’s latest streaming moves, including starting to stream Major League Baseball games and winning the Oscar for CODA.

    Listen to the podcast (23 minutes, 9 seconds)




    Browse all previous podcasts

    Subscribe to Inside the Stream
    Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

     
  • Inside the Stream Podcast: Why Has Apple Been Surpassed By Amazon in CTV?

    Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

    On this week’s podcast Colin and I discuss why Apple has been surpassed by Amazon in CTV and streaming video. As Colin articulates very well in “Five ways Amazon is Crushing Apple in the CTV Market” earlier this week, Apple was early to market with its Apple TV CTV device (albeit at the very high price point of $299), and was also the dominant player in movie and TV show rentals and purchases with iTunes not that long ago. But major product strategy mistakes and decisions by Apple, combined with deft, low margin and user-friendly moves by Amazon have led the two companies’ positions in these critical markets to completely reverse themselves. With this new normal, what lies ahead?

    One big measure Apple has taken to try course correcting has been the launch of Apple TV+. We start this week’s podcast by understanding why Apple is spending so heavily on original TV shows for the service, which it is expected to spend $500 million marketing in 2022. A new analysis by the WSJ illuminates Apple’s heavy product placement agenda, in support of ecosystem loyalty and core device sales. As I explain, this strategy - along with Amazon’s - has potentially big implications for established and newer media companies still reliant on traditional advertising and subscription revenue models.

    Listen to the podcast (29 minutes, 26 seconds)




    Browse all previous podcasts

    Subscribe to Inside the Stream
    Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

     
  • Apple’s Product Placements in Its Originals Reveal Commerce Agenda and Shifting Industry Leverage

    Ever since Apple started ramping up its investments in original programming there has been lots of speculation about the company’s true motivation for the initiative. Keep up with the competition? Drive more “services” revenues? Burnish its brand? Ensure executives have tickets to award shows and after parties? All of the above? None of the above? Something else?

    The most accurate motivation is likely to keep viewers loyal to Apple’s ecosystem and thereby sell more Apple products to them. That’s the conclusion from a compelling new analysis by Kenny Wassus, senior video journalist at the Wall Street Journal, explained in a 7 minute video (see embedded below). Wassus studied which Apple products appeared and how often in five Apple originals, “Defending Jacob,” “The Morning Show,” “Mythic Quest,” “Ted Lasso” and “Trying.” He watched a total of 74 episodes, totaling over 2,600 minutes, logging every Apple product placement.

    continue reading

     
  • Report: SVOD Market Fragments Following New Service Launches

    The U.S. SVOD market has undergone significant fragmentation over the past two years as new services have launched, according to the Q1 2021 Growth Report from Antenna, an SVOD insights provider. In Q1 ’19, Netflix and Hulu together accounted for over three-quarters (78%) of all SVOD subscriptions. But two years later, in Q1 ’21, their combined share fell to just over half (51%), with Disney taking 17%, HBO Max 11%, Paramount+ 7%, Starz 6%, Showtime 4% and discovery+, Peacock and Apple TV+ all at 2%.

    Antenna didn’t report Amazon Prime Video numbers. Amazon said in its Q1 ’21 earnings report that 175 million Prime members have streamed TV shows and movies in the past year, though it didn’t provide any breakdown of U.S. share vs. rest of world.

    continue reading

     
  • VideoNuze Podcast #495: The Top 10 Video Stories of 2019

    I’m pleased to present the 495th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    In today’s podcast, our final one for 2019, Colin and I share our top 10 video stories of the year. Whether you agree or disagree with our top 10 (or the ordering), no doubt we can all agree it’s been quite an eventful year for the industry. But as busy as 2019 has been, 2020 is setting up to be a year of even more innovation and change.

    As always, Colin and I have had a ton of fun discussing all of the industry’s happenings each week, and we hope you enjoyed following along throughout the year.

    Listen in to learn more!

     
    Click here to listen to the podcast (33 minutes, 10 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!

     
  • VideoNuze Podcast #490: Reviewing Apple TV+ and Where It Fits In Long-Term

    I’m pleased to present the 490th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast, Colin and I review Apple TV+ which launched this past week, and look ahead to what its strategic value may be to Apple in the long-term. One of things we both observed quickly is that there isn’t really even a distinct Apple TV+ experience. Rather it’s just a name Apple has given to a set of original programs that live within Apple’s TV app, which also prominently features programs from other providers like HBO, Amazon, etc. This is in line with what I expected.

    With this positioning, it seems clear that Apple’s primary goal is to make the TV app a hub for a viewer’s whole TV experience. The Apple originals (or “Apple TV+”) are really just an extra incentive to use the TV app. All of this leads us to wonder whether Apple will eventually drop the $4.99/mo charge entirely and just consider the originals a marketing expense to keep users within the iPhone ecosystem. That could also mean an iPhone plus video/music/services package (“Apple AllPass?”) for one monthly price could be on the horizon.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 24 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!
     

     
  • VideoNuze Podcast #482: Assessing Apple TV+; TiVo Report Shows Shifting Behaviors

    I’m pleased to present the 482nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week Colin and I assess the prospects for Apple TV+, now that we know the full details of pricing, promotion, devices and content. I really like how Apple TV+ is being bundled for free for a year for Apple device buyers as an easy on ramp to give the service a try. Colin agrees, but cautions that absent Android support, Apple TV+ remains mainly an effort to bolster the Apple ecosystem, not close to a full competitor to other SVOD services.

    Colin then shares key data from TiVo’s latest Video Trends report, which finds the video market’s competition continuing to intensify. Free, ad-supported services like Pluto TV and Tubi are growing strongly, TV networks’ sites are slipping and surprisingly, virtual MVPDs appear to be losing some viewership.  

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 37 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!

     
  • Apple TV+ Will Get Off to a Fast Start, But Long-Term Future is Uncertain

    Apple finally revealed details of its Apple TV+ SVOD service and by all accounts it looks poised to get off to a fast start when it launches on November 1st. Positives include 9 original shows from A-list talent, low pricing of $4.99 per month, 1 week trial period, ad-free viewing, binge-watching (albeit limited to 3 episodes per show to start), account sharing for 6 family members and downloading.

    But the biggest tailwind Apple TV+ will enjoy is that it will be bundled for a free year for buyers of new or Apple-refurbished iPhones, iPads, iPod touches, Apple TVs and Macs who activate Apple TV+ within 3 months of their purchase. That means millions of viewers will become exposed to Apple TV+ at no cost, especially during the all-important holiday season. There is virtually no upfront friction since the Apple TV app is pre-installed on all these devices, including Macs running the latest macOS.

    continue reading

     
  • Report: Apple Has Committed $6 Billion to Originals

    The Financial Times reported that Apple has committed to spend $6 billion on original TV shows and movies for its upcoming Apple TV+ service, which will launch in November. That’s up from the $1 billion it was reportedly budgeting just 2 years ago. The increase no doubt reflects the hard reality that has set in at Apple about what it’s going to cost to compete, rather than just dip its toe in the SVOD water.

    Included in the budget is a $300 million commitment for 20 episodes of “The Morning Show” with Jennifer Aniston, Reese Witherspoon and Steve Carrell (working out to $15 million per episode). Bloomberg separately reported the monthly price will be $9.99, above the introductory $6.99 per month Disney+ price but below Netflix’s $12.99 per month price. Though Apple teased a number of its upcoming shows at its big March media event, it didn’t reveal anything on pricing.

    continue reading

     
  • Verizon Bolsters 5G Rollout With Apple TV and YouTube TV Offers, In Sign of Things to Come

    Late yesterday Verizon announced that Indianapolis will be the fourth city to get 5G residential service in the second half of 2018. The other 3 initial cities are Houston, Los Angeles and Sacramento. Potentially the biggest news from Verizon yesterday was that it would include both Apple TV and YouTube TV in the initial 5G offering for subscribers in all 4 cities.

    It’s not clear from Verizon’s press release exactly what these offers will be or how the terms will work for subscribers. The cheapest Apple TV is currently $149 and YouTube TV runs $40 per month. If the promotion follows others we’ve seen from telcos, Verizon will likely require a minimum commitment to qualify for the Apple TV and will offer some type of monthly discount on YouTube TV. It’s also not clear what the monthly rate will be for 5G service itself.

    continue reading

     
  • VideoNuze Podcast #387: Apple TV 4K Review; YouTube on X1

    I’m pleased to present the 387th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Earlier this week Apple introduced Apple TV 4K, but as Colin notes, it’s really a catch-up product, as Roku, for example has had this capability in its top of the line Ultra since last year. More important to Colin is that Apple’s decision to raise the price of the Apple TV 4K to $179 for the 32GB version means its $80 more than the Ultra and $120 more than the Roku Premiere, which also delivers 4K, but not HDR.

    All of this has Colin wondering whether Apple’s strategy is really just to target its loyalists with the Apple TV 4K, rather than aggressively seeking market share, as Roku, Amazon and Google have all done with their devices. Widespread adoption has clear advantages as we discuss.

    Staying with the connected TV theme, we then transition to other news this week that Comcast has added YouTube to its X1 set-top box as it continues its “aggregator of aggregators” strategy. I’ve given it a spin and share a quick review of how it adds value to the X1 experience.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 20 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!

     
  • VideoNuze Podcast #325: How Did Apple Become an Also-Ran in Video and TV?

    I'm pleased to present the 325th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    It’s been nearly 5 years since the Steve Jobs biography by Walter Isaacson was published, in which Jobs said “I finally cracked it,” referencing a next-generation TV he envisioned. But despite incessant rumors since of Apple’s plans to reinvent TV, the reality is more sobering: Apple seems to be completely stymied in video and TV.

    Sure, there’s iTunes and there’s a new Apple TV, which appears to be selling reasonably well, and soon an original TV show. But when you consider how Netflix, Amazon, Facebook, YouTube, Comcast, Snapchat and others have innovated and flourished in video and TV over the last 5 years, Apple’s progress seems pretty modest by comparison.

    In today’s podcast we explore why Apple seems to have become an also-ran in video. We’re both surprised at this turn of events given Apple’s vast resources, superior design capabilities and omnipresent devices (see more of Colin’s thoughts here). Perhaps the famously secretive Apple has a video surprise just ahead, but from our current vantage point, Apple looks like it will just continue to fade further behind the leaders.

    Listen now to learn more!

    Click here to listen to the podcast (23 minutes, 5 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! (note the link has been updated)

     
  • VideoNuze Podcast #292: TiVo BOLT and New Chromecasts Raise the Bar for Connected TV Devices

    I'm pleased to present the 292nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    Last month Colin and I discussed on our podcast how the connected TV device market is in flux, and this week’s introduction of the TiVO BOLT and the new Chromecast provided yet more evidence of this (not to mention the new Amazon Fire TV and Apple TV).

    Colin and I are both very impressed with the BOLT and its new features (after we use the review units we’ll have more to share). We agree that the new “SkipMode” feature - which allows viewers to skip an entire commercial break for a set of 20 TV networks during primetime - is the biggest news with BOLT.

    Beyond BOLT, Google also announced new versions and form-factors for its Chromecast device, which Colin and I have both been big fans since its initial release. Colin reviews Chromecast’s new capabilities, which at $35, makes it an appealing mobile device complement.

    Stepping back, both of continue to be struck by how all the innovation in connected TV devices is laying the groundwork for SVOD services (which are making investments in long-form programming) to thrive in the living room.

    (Note, we recorded before news broke that Amazon has banned Apple TV and Chromecast from its store, the latest twist in the connected TV device competition.)

    Listen in to learn more!

    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!

     
  • VideoNuze Podcast #289: The New Apple TV: Solid, Not Spectacular; Netflix Anti-Downloading

    I’m posting this week’s VideoNuze podcast a day early as the first segment focuses on the new Apple TV, which was introduced yesterday.

    Colin and I both see the new Apple TV as solid, but not spectacular. In many ways, it’s just catching up to what other devices have been offering: voice search, search across apps and gaming capabilities. The latter could ultimately be Apple TV’s big differentiator if Apple’s legion of developers take advantage of the new “tvOS” operating system SDK to create breakthrough new gaming experiences. We were both intrigued by the new remote with swipe capability, as well.

    We then turn our attention to Netflix’s anti-downloading stance, which I dug into yesterday. I find it both perplexing and frustrating, with the company’s explanation not adding up. Colin isn’t initially as convinced as I am that downloading is a killer app, though with a 10-hour flight to Amsterdam today, he’s beginning to realize how much value it would have.
     
    Listen in to learn more!



    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!

     
  • VideoNuze Podcast #288: Connected TV Device Market Remains in Flux

    I'm pleased to present the 288th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week we return to the connected TV category which we both believe remains in flux. Recent research from Parks showed that Roku maintained its market share lead in 2014, with 34% share, followed by Chromecast with 23%. However, as we explain, there are at least a couple of key variables that could shake up the market’s dynamics.

    First is that on Sept. 9th Apple will introduce a new Apple TV, which will include a range of new features (though Colin notes 4K appears to be missing). Given Apple’s massive customer base, the new Apple TV will almost certainly gain market share at other devices’ expense.

    The second variable is if pay-TV operators prioritize integration of major OTT services into their advanced set-top boxes. This would improve the viewer experience by not requiring a change of inputs to access OTT services and in turn would diminish demand for standalone connected TV devices (this is analogous to how integrated DVRs succeeded). However, as I recently wrote, even though OTT integration is a huge opportunity for pay-TV operators, it’s not yet clear they’re embracing it.
     
    Listen in to learn more!

    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!

     
  • NBC Sports Live Extra App Now on Roku and Apple TV, For Authenticated Viewers Only

    NBC Sports Live Extra app is now available on both Roku and Apple TV, with the caveat that only authenticated pay-TV viewers will be able to access the app's 3,000 annual live sports streams. The move bolsters TV Everywhere, the pay-TV industry's initiative to enable access to content when, where and how viewers want it.

    Last week, I shared new research showing that heavy TV Everywhere users rate pay-TV a much stronger value than lighter users. This is a core TV Everywhere goal - to get viewers watching more TV and feeling better about their expensive monthly subscriptions so they're not tempted to switch to cheaper OTT options. Live sports in particular have been a hugely successful genre in TV Everywhere, as measured by FreeWheel.

    continue reading

     
  • Roku Has Sold 10 Million Players as Connected TV Category Surges

    Roku has announced that it has sold over 10 million of its players in the U.S. cumulatively since it shipped its first one in 2008. Roku last reported sales of 8 million units in January '14, which means the company has sold approximately 2 million units year-to-date (Roku has previously said it sold around 3 million units for all of 2013).

    Roku was an early entrant in what has developed into an intensely competitive connected TV space. Apple, whose Apple TV device was famously referred to as a "hobby" by the company (though no longer) has over 20 million users. Google hasn't released any numbers for Chromecast yet, but undoubtedly its sales are well into the millions also (Google is also launching Android TV). And Amazon launched Fire TV this past spring.

    continue reading

     
  • VideoNuze Podcast #241 - Debating Apple's Priorities: Choosing Watches Over TVs

    I'm pleased to present the 241st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    This week Colin and I debate Apple's priorities, as the company has chosen a major push into the smart watch category instead of pursuing smart TVs and more robust connected TV devices.

    Earlier this week I wrote how I find it confounding that Apple hasn't been more proactive about staking a claim in the digital living room, even as Roku, TiVo, Google, Amazon and many others have. To me, it's a big missed opportunity for Apple that the company hasn't laid down as big a bet on the digital living room as it now has on watches.

    Conversely, Colin thinks Apple has its priorities right. He articulates numerous reasons why the watch play is savvy and why Apple hasn't yet pursued the living room more aggressively. It's a solid debate with no clear right or wrong answers. Listen in and let us know what you think!

    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!

     
  • How Binge-Viewing Became a Cultural Phenomenon - A Brief History

    Binge-viewing is surely one of the most notable cultural phenomena of the past few years. Barely registering as a concept less than 3 years ago, many recent research reports now cite binge-viewing as having been adopted - if not regularly practiced - by a majority of TV viewers (examples here, here, here, here, here, here).

    The shift toward binge-viewing has immense implications for the TV and video industries, touching everything from the creative process to programming/distribution decisions to monetization approaches. Some companies are fully embracing binge-viewing and riding its wave, while others are taking a more cautious approach.

    Stepping back though, how exactly did binge-viewing become such a cultural phenomenon? I believe there are at least 5 key contributing factors, with the relationships among them creating a perfect storm of growth.

    continue reading

     
  • VideoNuze Podcast #224 - HBO-Amazon; Apple TV; Netflix, Comcast, Time Warner Cable Q1 Results

    I'm pleased to present the 224th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This was an unusually busy week with many industry announcements, so today's format is a roundup discussion of four items that seemed most significant to us.

    First up is HBO's exclusive new licensing deal with Amazon, which is the latest evidence of the surging value of high-quality content libraries. Second is Apple's reveal that it has sold 20 million Apple TVs to date, making it more than just a "hobby." Next, we turn to Netflix, which reported stellar Q1 results earlier this week. Finally, we look at Comcast's Q1 and Time Warner Cable's Q1 results. Both companies reported healthier video subscriber numbers (though Verizon reported a much smaller quarter for FiOS video subscribers). The question still looms how meaningful cord-cutting is in reality.

    (Note, we had major technical issues with Skype this week, so in the last one-third of the podcast I sound like I'm in a fish tank. Apologies in advance.)

    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!

     
Previous | Next