Posts for 'Apple TV'

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.)

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It looks like Apple will be the first casualty of the Comcast-TWC deal. Just yesterday Bloomberg reported that Apple was negotiating with TWC for it to become the first pay-TV operator to make its programming accessible in a new, upgraded Apple TV device. Assuming the report is accurate (and who knows, given the spin game TWC was playing to rebuff Charter's bid), it's pretty fair to say that Comcast will have no interest in Apple getting its nose under the TWC tent.

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Last Thursday I wrote about how the various connected TV devices are jostling for content deals, creating headaches for content providers and confusion for buyers. Following up that post, yesterday I highlighted holiday deals on Smart TVs which themselves are competing for attention with connected TV devices.

Now, to put a capstone on the discussion, I'm pleased to share a handy infographic that the good folks at Shelby.tv have created, comparing and contrasting 4 of the hottest and most affordable connected TV devices, Apple TV ($99), Chromecast ($35), Roku 3 ($100) and Roku LT ($50). The infographic summarizes key features of each, what content is available (with a nice Venn diagram showing overlaps), capabilities to watch from mobile devices and the web, key drawbacks to each, and which might be most appropriate as a gift this season.

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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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This holiday season, connected TV devices are among the hottest items on consumers' wish lists. For content providers eager for a foothold in the "digital living room," surging demand is very good news. The bad news, however, is that due to fragmentation and proprietary approaches among devices, content providers are forced to allocate their scarce resources in a one-by-one development model.

This is highly inefficient for content providers and sharply contrasts with how the web's standards helped to drive massive scale years ago. Beyond the inefficiency for content providers, the resulting fragmentation of content availability undermines the scale required for successful video advertising and also creates confusion among consumers about which device to buy. Unlike the web where you can bring home a computer and get access to ALL content, when you get a device you only get a narrower subsection.

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Today I'm pleased to introduce the newest VideoNuze contributor, Jose Alvear, who is a research analyst specializing in the pay-TV and online video industries. Jose has authored research reports on content delivery networks, IPTV, OTT video, cloud-based TV and social TV for leading firms in the industry. Jose is currently working on a book focusing on the disruption of the TV industry.

Survey: Price Sensitivity and Connected TV Devices Cloud Picture for Smart TV Adoption

by Jose Alvear

Researcher IHS released survey results earlier this week suggesting a muted forecast for Smart TVs amid rising consumer price sensitivity and a proliferation of inexpensive connected TV devices. IHS found that 73% of U.S. consumers are not interested in buying a Smart TV in the next 12 months. IHS said that once consumers are educated about Smart TVs and learn more about their features, interest does increase. Overall awareness of Smart TVs is high, at 86%, with 30% expressing purchase intent over the next 12 months.

But how intent translates into actual purchase is always tenuous and in this case, particularly so. That's because IHS also found that price has now vaulted to the top position as a driver for TV purchases, surpassing "screen size," which had been cited by more than 50% of respondents in 2012.

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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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I'm pleased to present the 194th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. First up this week we discuss CBS CEO Leslie Moonves' remarks on CNBC essentially declaring victory in the company's retrans dispute with Time Warner Cable because it had preserved its ability to license its programs to Netflix and Amazon. Listeners will recall that 3 weeks ago on the podcast we talked about how OTT licensing was at the heart of the dispute and the consequences for TV Everywhere.

Next we transition to questioning whether there's any real benefit for TV networks and pay-TV operators to stream linear channels to connected TVs. Colin observes that recent data from the BBC indicating very low levels of linear streaming on connected TVs appears to question the value of the Disney-Apple TV and Time Warner Cable-Xbox 360 deals. We speculate that these are mainly meant for 2nd or 3rd TVs that don't have pay-TV set-top boxes.

Last, we chat briefly about the massive 3-part series that the NY Times ran just before Labor Day on ESPN's dominant role in college football - a long, but fascinating read. As I wrote, it's well worth the time for anyone interested in the influence of big time TV money not only on college sports but also on the broader American higher education system.

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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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Below is the replay of the complimentary video webinar I did on April 2nd with Brightcove's Executive Chairman, Jeremy Allaire, "Sizing Up the Apple TV Opportunity."

[Watch the video

No April Fool's joke: this is the final reminder that tomorrow (Tuesday) I'll be doing a complimentary video webinar, "Sizing Up the Apple TV Opportunity," with Brightcove's Executive Chairman Jeremy Allaire at 1:30pm ET.

The hottest rumor in the video industry is that Apple will launch a TV and/or TV-like device (beyond the current Apple TV puck). But beyond the hype and speculation, Jeremy and I both believe there's compelling strategic logic; a device that is properly conceived could well be a game-changer with wide-ranging consequences. In this webinar we'll dive into the details, and leave plenty of time for audience Q&A. We don't have any agenda or inside knowledge; we just thought it would be fun and timely to share thoughts and have a discussion on this topic.

For anyone whose business would be impacted by an Apple television/device, it should be well worth your time.

Complimentary registration here

Follow the discussion and submit questions via Twitter at #SizingUpAppleTV

A reminder that on Tuesday, April 2nd, Brightcove Chairman & CEO Jeremy Allaire and I are going to present a complimentary video webinar, "Sizing Up the Apple TV Opportunity."

There have been infinite rumors about the idea of Apple launching its own television or "television-like" device (beyond the current Apple TV). In the webinar, Jeremy and I are going to delve into the details of why Apple might launch this type of product, what features and benefits it might actually have, how it would differentiate from competitors' products, how it might affect the ecosystem, and what challenges Apple would face trying to make it successful.

Though we both believe an Apple TV device could be a game-changer, the webinar will be "hype-free" and focused on the logic of this product. We have no particular agenda other than to try shedding some light on this topic. For anyone in the ecosystem who would be impacted by an Apple television/device, it promises to be an engaging, worthwhile session.

Complimentary registration here

Follow the discussion and submit questions via Twitter at #SizingUpAppleTV

I'm delighted to announce that Brightcove Chairman & CEO Jeremy Allaire and I are going to present a complimentary video webinar, "Sizing Up the Apple TV Opportunity," on Tuesday, April 2nd at 1:30pm ET.

The prospect of Apple launching its own television or "television-like" device (beyond the current Apple TV) has been one of the hottest rumors in the video industry. But while there has been lots of hype around it, there's been little strategic discussion of why Apple might launch this type of product, what features and benefits it might actually have, how it would differentiate from competitors' products, how it might affect the ecosystem, or what challenges Apple would face trying to make it successful. Our one-hour webinar will focus on exactly these types of questions.

Jeremy and I have both written extensively about the prospects for an Apple television/device and (examples here, here, here) and we believe that like so many previous Apple products, if the device is properly conceived, it could well represent a game-changer with profound industry impact. That said, the webinar will be a "hype-free" zone where we'll rationally delve into the details, while also providing ample time for Q&A. There are no agendas at work; Jeremy and I merely thought it would be timely to try shedding some light on this topic. For anyone in the ecosystem who would be impacted by an Apple television/device, it promises to be an engaging, worthwhile session.

Complimentary registration here

Follow the discussion and submit questions via Twitter at #SizingUpAppleTV

I'm pleased to present the 163rd edition of the VideoNuze podcast with my weekly partner Colin Dixon. Before getting into today's topic, Colin shares exciting news that he has set up a new firm, nScreenMedia. Congrats to Colin!

This week we dive deeper into Smart TVs, focusing on the challenges they face, and what incremental improvements came out of CES (which Colin also wrote about earlier this week).

While we both agree that fragmentation and relatively low volumes are holding back app development, Colin sees the solution as a unified "app framework," while I believe what's really required is the equivalent of an underlying common operating system for Smart TVs. This OS would not only create baseline consistency among them, but would also be interoperable with other devices like smartphones and tablets. This is crucial for viewers to seamlessly move back and forth between all their devices.

Since I think the likelihood of something like this emerging any time soon is relatively low, I believe that the circumstances are ripe for Apple to extend its iOS to the living room by launching a full scale television (and an upgraded appliance as well). I wrote about this in detail earlier this week in "Post-CES, the Stage is Now Set for an Apple Television."

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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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I'm pleased to present the 161st edition of the weekly VideoNuze podcast, and first of 2013, with my partner Colin Dixon. Today we pick up on my post from yesterday, "For Tomorrow's TVs, User Experience is More Important Than Screen Size and Resolution," in which I asserted that despite TV manufacturers' new push toward "Ultra High-Definition," what consumers really seek are Smart TVs with user experiences that seamlessly integrate with their other devices and video services.

Colin, who will be attending CES, shares more details on what he's hearing Samsung, LG and Sony will be introducing at the show. In general, we agree that as yet, nothing seems particularly ground-breaking or compelling, but we'll see if we're surprised.

In fact, the sub-optimal user experiences of today's Smart TVs - plus other factors - leads me to believe there's a big opportunity for Apple, which we explore as well. At the risk of contributing to the hype around Apple launching a TV, I'm convinced they'll enter this market in a big way.

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Several weeks ago, after the WSJ reported that Apple was talking to cable operators about building a set-top box, I wrote in pretty absolute terms that I could not envision this coming to reality ("Apple to Make Cable Set-Top Boxes? Not. Going. To. Happen."). Given the shifting sands of the video landscape, I'm generally reluctant to argue so one-sidedly. But, as I wrote, with so many reasons for cable operators not to foolishly outsource living room innovation to Apple, I asserted that the odds of cable operators getting in bed with Apple were next to zero.

Well, three short weeks later, this morning Bloomberg wrote that Apple's set-top box dreams have gone essentially nowhere, buffeted by a laundry list of cable operator requirements and concerns. Among them: control over the user interface, whether the boxes should be sold direct to consumers or leased by the operator, concern by operators that a superior Apple set-top could undermine their multichannel business model, and access to content among others.

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The Wall Street Journal's lead story this morning is that Apple is meeting with large U.S. cable operators about building an Apple set-top box that would deliver cable programming and other content. Typical of all rumors relating to Apple, no credible source is cited (just "people familiar with the matter") and an Apple spokesman declines to comment. My take on this? Barring cable industry executives taking complete leave of their senses, the likelihood of this actually happening is next to zero.

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I'm pleased to be joined once again by Colin Dixon, senior partner at The Diffusion Group, for the 135th edition of the VideoNuze Report podcast, for June 1, 2012. This week we cover 3 different topics: Verizon's announcement of ultra-fast new broadband service tiers (up to 300 mbps); TiVo's new "Stream" companion device which will allow 1-click video downloading to iOS devices and the fresh rumors around Apple introducing a television following CEO Tim Cook's interview at the D10 conference this week. We wrap up on a light-hearted note - the hilarious video from Funny or Die for Under Armour, "Tom Brady's Wicked Accent."

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I'm pleased to be joined once again by Colin Dixon, senior partner at The Diffusion Group, for the 124th edition of the VideoNuze Report podcast, for Mar. 9, 2012. In this week's podcast we discuss Apple and its TV ambitions.

This past Wednesday Apple announced a few minor feature updates to its $99 Apple TV device. While the device continues to improve, in my view it still does not come close to representing Apple's ultimate ambitions in the living room. I think it's inevitable that Apple will introduce some type of "television" (timing TBD) and that when it does, it will be both a design and an experience breakthrough. My caveat here is that Apple needs quality content to support the device, and what it will be able to offer is still unclear. Stirring the pot, in the past week the NY Post reported that Apple is negotiating for rights to turn channels into apps, and Steve Jobs's biographer said that he purposely left out of his book details of what Jobs thought Apple TV should be.

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