Friday, May 21, 2021, 10:24 AM ET|
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.
AT&T is spinning off WarnerMedia, closing a chapter on its ill-advised media foray that cost the company billions of dollars. VideoNuze readers know that I thought the acquisition of Time Warner did not make sense from the beginning as any hoped-for benefits were illusory and it was based on a backward-looking approach that distribution and content belong together. As this became more evident, AT&T, groaning under a mountain of debt and faced with heavy upcoming investments in 5G and streaming to stay competitive, decided on a U-turn in strategy.
In today’s podcast Colin and I dig deeper into all of this and also consider the prospects for Discovery-WarnerMedia. We both believe it makes a lot more sense than AT&T-WarnerMedia but we’re curious how broad the appeal will be for a bundle of HBO Max and discovery+ which is the most likely route for the deal to work out. The devil is always in the details for whether these big deals actually pay off, and interestingly, once again, company executives were vague about the specifics.
Listen to the podcast (25 minutes, 6 seconds)
Monday, May 17, 2021, 12:05 PM ET|
AT&T is spinning off WarnerMedia to Discovery, just 4 1/2 years since it announced it was acquiring Time Warner (as WarnerMedia was then known) and just three years since the deal actually closed, following exhaustive regulatory challenges and litigation. For AT&T, the U-turn in strategy is a tacit admission that it didn’t realize the benefits it touted as the rationale for the deal.
That’s no surprise because, as I said at the time, the benefits were illusory and were completely out of synch with realities that broadband, streaming and connected TV were driving. The press release announcing the Time Warner acquisition was filled with corporate gobbledygook such as “The future of video is mobile and the future of mobile is video” and “Combined company positioned to create new customer choices - from content creation and distribution to a mobile-first experience that’s personal and social.”
Thursday, December 19, 2019, 10:33 AM ET|
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)
Wednesday, October 30, 2019, 11:47 AM ET|
Just before the WarnerMedia team took the stage to unveil details of HBO Max, Sony announced that would it shut down its 4 year old PlayStation Vue virtual pay-TV service on January 30th. The moves are 2 great examples of the constantly-shifting strategies of big media companies.
PS Vue was an early mover in virtual pay-TV (or “vMVPD”). But if you think of the industry in 4 quadrant terms, with price on one axis and channel lineup on the other, PS Vue was relatively high on both - it offered a mostly complete channel lineup competitive with traditional pay-TV operators, but not at a significantly reduced price (which is the top motivator for prospects).
Tuesday, August 20, 2019, 12:41 PM ET|
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.
Friday, October 26, 2018, 11:19 AM ET|
I’m pleased to present the 442nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
This week we first discuss AT&T’s recently unveiled plans to launch a new streaming service sometime later in 2019, anchored by HBO and including assets from other WarnerMedia properties. Details are still slim, but both Colin and I highlight many different challenges for this service would get executed and priced, especially with respect to HBO’s role.
We then transition to talking about YouTube TV’s winning sponsorship of this year’s World Series. As I wrote yesterday, the execution is superb and includes many creative elements. For millions of viewers, it is impossible to not be exposed to the brand, and the campaign is surely leading to many new trial subscriptions.
Listen in to learn more!
Click here to listen to the podcast (23 minutes, 4 seconds)
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