Posts for 'ViacomCBS'

  • Inside the Stream Podcast: Will SkyShowtime Shake Up the European TV Market?

    (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.

    Earlier this week ViacomCBS and Comcast announced a partnership to launch “SkyShowtime,” a new SVOD service launching in 2022 in over 20 European territories with over 90 million homes. On today’s podcast Colin and I discuss why the companies chose to partner, especially since they have incumbent services in Peacock and Paramount+, rather than go it alone.

    As Colin explains, the key here is content - both quality and quantity. The minimum size and selection of content required to be competitive in SVOD, especially in Europe, just keeps getting bigger. Colin brings his insights about the European market to our discussion. Importantly, he discusses the critical role that the big local broadcasters play as well as the “30% rule” for locally-produced content.

    Another topic we explore is how this partnership signals a further evolution for Comcast from a primarily U.S.-focused company to one where a full global presence may be in the cards longer-term. Another intriguing question Colin raises is why, given the relatively unknown “Showtime” brand in Europe, it was incorporated into the service’s name.

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  • Paramount+: A Chip Off the ViacomCBS Block

    More than two months since its launch, it’s no secret where the new kid on the SVOD block, ViacomCBS’s Paramount+, is getting its programming persona: directly from its parent company.

    Of the more than 30,000 unique television episodes available from the successor to CBS All Access at its early March launch, some 25,000, or close to 84%, were sourced from the ViacomCBS vaults.

    And why not? With ownership of iconic pop culture brands like MTV, Nickelodeon and Comedy Central (not to mention CBS itself), ViacomCBS possesses an enviable content pedigree that gives the two-tiered streaming service immediate marquee value.

    A deep dive into the Paramount+ offering quantifies how ViacomCBS has populated a deep streaming offering. A One Touch Intelligence VODTRAK® audit from March 2021 yielded this top-line breakdown of the content ViacomCBS’s own brands have contributed (approximate number of titles in 000s):

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  • Paramount+ Gets March 4th Launch Date

    Paramount+, the new streaming service from ViacomCBS, will launch in the U.S. on March 4th, the company announced today. Paramount+ will also launch in Latin America on March 4th, and in Canada, CBS All Access will be rebranded on that date, though a broader content rollout won’t happen until later in 2021. Paramount+ will also launch in the Nordics on March 25th and in Australia in mid-2021 according to the release.

    ViacomCBS will share more details of its streaming strategy at an investor event on February 24th.

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  • New Deals Highlight Distribution’s Ongoing Role

    While lots of attention in 2020 focused on direct-to-consumer (DTC) streaming services, deals announced this first business day of 2021  are a reminder how important third-party distribution remains for premium content. The names and roles of some of these new distributors are different than in the past, but they all underscore how even in a DTC world, third-party partnerships are critical to success.

    For example, Discovery highlighted the growing importance of device makers as distribution partners for its DTC discovery+ service which is now live, announcing deals today with Amazon (Fire TV), Apple (iOS devices and Apple TV), Google (Android, Chromecast, Android TV), Microsoft (Xbox), Roku and Samsung (smart TVs).

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  • VideoNuze Podcast #533: The SVOD-AVOD Continuum

    I’m pleased to present the 533rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.  

    Are AVOD and SVOD services in competition with each other for time and attention, or is there more of a continuum between them? For now at least, with viewership of both exploding, it seems like more of a continuum according to data Colin shares this week.

    However, AVOD/SVOD viewership is coming at the expense of linear TV/pay-TV. This was substantiated again this week by Roku and The Harris Poll’s Consumer Holiday Shopping Report, which found a 19% YOY increase in streaming and a 13% YOY decline in pay-TV viewing. We discuss the details.

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  • VideoNuze Podcast #514: Digging Into Pay-TV’s Q1 Losses and ViacomCBS’s Gains

    I’m pleased to present the 514th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. As always, we hope our listeners are staying well.

    This week we share thoughts on the nearly 2.1 million video subscribers that large pay-TV operators lost in Q1. It was a record loss, and approximately half of it was attributable just to AT&T. Virtual pay-TV operators also had a tough first quarter. As a result linear TV networks must look to direct-to-consumer models, which is what ViacomCBS is doing with CBS All Access and Pluto. Subscriber gains have been impressive and we examine the company’s successful strategy.

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  • The PGA Tour’s New $6.3 Billion, Nine-Year Media Rights Deal is Another Head Spinner

    Sorry VideoNuze readers, my head is spinning again, and this week it’s not just because of the stock market’s wild swings or the drama around the coronavirus. Rather, it’s because yesterday morning, while waiting in the doctor’s office, I read the Wall Street Journal article “Golf’s PGA Tour Gets Big Boost in TV, Streaming Rights.” The article described how ViacomCBS, Comcast and Disney are going to pay the PGA Tour over $700 million per year, up from the current $400 million per year, in a new nine-year media rights deal.

    That means the total value of the deal would be $6.3 billion. Add that to the 12-year, $2 billion international rights deal the PGA announced with Discovery in June, 2018 and that’s $8.3 billion in TV money coming to the PGA over the next decade - a good chunk of which will go to its players. 

    The deal essentially means leaving the status quo of CBS, NBC and Golf Channel handling live and weekend coverage, with ESPN+ taking over streaming from the PGA itself, which has worked with NBC Sports Gold and Amazon Prime. ESPN+ will provide 4,000 hours of streaming coverage per year across 36 PGA tournaments.

    I realize that the PGA striking a lucrative media rights deal may not mean that much to many VideoNuze readers. But to me it does, at both a personal and professional level. I am a golf fan; I’ve been watching golf on TV and playing the game since I was 12 years old. For 99.99% of the world, watching golf on TV is akin to watching paint dry. Even for golf fans it is something that is hard to do without multi-tasking (e.g. sending emails, texts, etc.).

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  • VideoNuze Podcast #502: ViacomCBS is Well-Positioned in OTT; Ratings Keep Plunging

    I’m pleased to present the 502nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week, on the heels of ViacomCBS reporting 11 million subscribers between CBS All Access and Showtime, Colin and I agree that the company is looking well-positioned in OTT. While more needs to be learned about its “House of Brands” strategy and how Pluto TV will be fully leveraged, we both believe ViacomCBS is looking more and more like a serious OTT contender. A big unknown remains what pricing and bundling will be for “CBS All Access Max” as Colin dubs it. And then there’s the impact of pricing pressure from Disney+, Apple TV+, Peacock, etc.

    Regardless, ViacomCBS’s OTT success is coming not a moment too soon, because, as we discuss, new UBS data based on Nielsen ratings, shows TV viewership continuing to plunge in Q1 ’20. Net, net, we both believe connected TV advertising is continuing to shape up as TV advertising’s long-term savior…though who falls through the cracks in the meantime remains to be seen.

    Listen in to learn more!

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