Posts for 'Tubi TV'

  • Inside the Stream Podcast: FAST Ad Revenue in the U.S. Will Double in the Next Two Years

    (Reminder - if you are a listener of The VideoNuze Report podcast, please update your feed per below to the new Inside the Stream feeds which have been available for a couple of months....we don't want to lose you as a listener as we complete this transition!)

    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.

    Colin has just released an in-depth white paper on the free ad-supported streaming TV (“FAST”) market, underwritten by Verizon Media, and on today’s podcast he shares his key takeaways and assumptions (note, I have not yet had a chance myself to review the paper which is free to download).

    The paper also includes Colin’s forecast for FAST services’ advertising revenues in the U.S. alone. Colin has built his model with both a top-down industry analysis and a bottoms-up review of FAST services including logging ad pod durations, frequency, fill rates, etc, and consulting with numerous industry leaders. Colin sees FASTs generating $2.1 billion in ad revenue in the U.S. in ’21, increasing to $4.1 billion in ’23, though he notes he may be erring on the conservative side.

    If you’re interested in the FAST market and especially how it relates to AVOD, Colin’s paper is a must to download. Colin’s also eager to refine his model further, so please feel free to share your feedback directly with him.

    Listen to the podcast (33 minutes, 28 seconds)


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  • Inside the Stream Podcast: AVOD Services Creating Original TV Shows Raises Many Questions

    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.

    SVOD providers have been the dominant force in creating original TV shows for streaming, but as the recent NewFronts underscored, AVOD services like Roku, Crackle, Tubi and many others are also forging ahead with their own originals.

    On today’s podcast Colin and I discuss why it’s strategic for AVODs to pursue originals, how they’ll differentiate at a time when SVOD productions are increasingly lavish, what impact lighter ad loads will have and how these originals will be available - solely on-demand or also in free ad-supported TV / FAST? It’s still quite early and there are lots of questions to consider.

    (Note: Colin will be moderating a session titled “FASTs + AVOD = Big Opportunity” at next week’s Connected TV Ad Summit virtual, with executives from Tubi, A+E Networks, Digitas and Wurl, which includes discussion of originals and ad loads. Complimentary registration!)

    Listen to the podcast (25 minutes, 16 seconds)




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  • Streaming Services Emphasize Reach to 18-49 Year Old Viewers

    If you were one of the 14,000 attendees of last week’s NewFronts presentations, a central message that you couldn’t miss was that streaming has become an essential way for advertisers to reach 18-49 year olds. The coveted age group, which has long been the bread and butter for TV networks, is rapidly shifting its video consumption behaviors, and NewFronts presenters wanted ad buyers to know that they can either follow the eyeballs or risk losing access to this huge cohort.

    Presenters expressed the message in different ways, but here are a few that caught my attention:

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  • Tubi Adds 80 Local News Feeds for Free Streaming

    Tubi is adding 80 live local 24 hour news feeds from station groups Cox Media Group, Hearst Television, Scripps and TEGNA to its “News on Tubi” collection in the U.S. When combined with the 17 FOX TV station feeds and Altice USA’s News 12 New York, Tubi will have nearly 100 local news feeds across 58 Designated Market Areas and 24 of the top 25 DMAs when fully rolled out during 2021. Tubi believes this is the most comprehensive local news reach for any AVOD service.

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  • VideoNuze Podcast #545: Both AVOD and SVOD Keep Growing

    Welcome to the 545th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    AVOD services are growing strongly, yet linear TV still accounts for 90% of video ad spending. This week Colin and I discuss a new report from Tubi that details how advertisers can now only reach a sizable share of younger audiences by shifting more spending to AVOD. With AVOD services poised to grow even further in ’21, advertisers will be pressed to reevaluate their spending decisions.

    Meanwhile, it’s not just AVOD that’s growing, it’s SVOD too, as Netflix’s Q4 and full year earnings report underscored. Netflix added nearly 37 million subscribers, with international making the biggest contribution. We dig into the highlights of the report, including analysis of differences in Netflix’s results by region.

    Listen in to learn more!

    Click here to listen to the podcast (25 minutes, 48 seconds)



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  • Tubi: Streaming Gives Advertisers Incremental Reach to Younger Viewers

    Tubi’s new audience report “The Stream: 2021 Actionable Audience Insights for Brands” makes a compelling case that streaming gives advertisers incremental reach to younger viewers and that Tubi itself is a strong complement to linear TV advertising. The broad industry trends are well-understood: for younger audiences especially, cord-cutting is up, linear viewing is down and streaming is soaring. All of this means advertisers are having a harder time reaching younger viewers.

    Specifically, Tubi revealed that 48% of its viewers don’t have pay-TV, contributing to Tubi’s growth to 33 million monthly active users in 2020, with 2.5 billion hours streamed across its 30K titles. Importantly, Tubi’s audience is over 20 years younger on average than linear TV viewers. Tubi said that 80% of its streamers can’t be reached via the top 25 cable TV networks, 68% can’t be reached via other AVOD services, and 64% can’t be reached via Fox, Tubi’s parent. Tubi also noted that 84% of its viewers watch Tubi on a connected TV.

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  • Weighing AVOD vs. SVOD Prospects During Virus

    With people spending more time at home due to the virus, there has been a ton of speculation around what impact this will have on streaming consumption. For example, based on prior disruptive incidents, Nielsen estimates viewing could increase 61%. WURL released data that it saw 7%-44% regional increases on its platform last weekend. A message I received yesterday from SpotX said its experienced a 16% increase in video ad inventory across their entire global marketplace. So the data suggests increases, the range of them is pretty wide.

    A sub-question within the “streaming is surging” speculation is how it affects AVOD vs. SVOD services. Even before the virus the dynamics in both categories were fluid. AVOD services are benefiting from multiple tailwinds: cord-cutting, CTV-based viewing, targeting, content proliferation, etc. SVOD services were proliferating, with new competitors like Disney+, Apple TV+, Peacock and soon HBO Max (Quibi could be included too, although its mobile-only). From my perspective, the new competition made incumbents like Netflix look vulnerable. I calculated there was a decent chance Netflix would actually lose subscribers in its US/Canada region in Q1, which would be unprecedented.

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