Friday, March 18, 2022, 1:22 PM ET|
This week Colin and I discuss the future integration of Discovery+ and HBO Max. New details were shared this week by the company’s chief financial officer at an industry conference. Specifically, Colin sees strong upside in a discounted bundle of the streaming services and the eventual integration of their respective technology platforms the CFO described. However, he’s skeptical of an eventual plan to actually merge the services. We discuss the pros and cons.
Separate, we dig into a new test by Netflix to potentially charge subscribers an extra fee for out-of-house users.
Listen to the podcast (26 minutes, 26 seconds)
Friday, December 17, 2021, 10:38 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.
This year people used more streaming services and more of them were free and ad-supported. Many more of us did without pay-TV. And discovery+ is one example of a streaming service that thrived since broadly launching. On this week’s podcast Colin shares four data points that illustrate each of these trends.
Listen to the podcast (31 minutes, 51 seconds)
Monday, May 3, 2021, 11:27 AM ET|
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.
Friday, March 5, 2021, 10:54 AM ET|
Welcome to the 551st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Vizio filed to go public this week and it’s looking to take a page out of Roku’s playbook. Vizio’s business is dominated by sales of TV sets today, but it wants to ramp up its Platform Plus segment which includes its advertising and data business. Colin and I discuss the opportunity and also what challenges Vizio will face (note, this is not investment advice).
Switching topics, discovery+ accounted for 19% of SVOD signups in the U.S. in January, marking a very strong start for the new streaming service. Looking ahead, we explore whether discovery+ will be able to maintain this pace, and also retain these new subscribers.
Listen in to learn more!
Click here to listen to the podcast (24 minutes, 14 seconds)
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Wednesday, March 3, 2021, 3:02 PM ET|
discovery+ accounted for 19% share of US SVOD signups in January according to new data released by ANTENNA, a subscription insights provider. That put discovery+ at the top of the SVOD market, ahead of HBO Max (14%), Disney+ (13%) and Hulu and CBS All Access (each with 11%).
discovery+ launched on January 4th in the U.S. and recently estimated it would have 12 million paying subscribers at the end of February, including 7 million paying in the U.S. discovery+ made a content-rich debut with 55K TV episodes, more than are available on Netflix, Disney+, Peacock and HBO Max. discovery+ also plans to add 1,000 hours of original content this year.
Tuesday, February 16, 2021, 11:47 AM ETPosted by:Stewart Schley
SVP and Lead Analyst, One Touch Intelligence
Discovery Inc.’s new direct-to-consumer streaming service discovery+ stacks up well against category leaders by virtue of a deep on-demand content reservoir yielding more than 55,000 individual titles.
That count is based on an audit of the discovery+ content offering that compares the new streaming powerhouse with other entrants in the category, and with TV Everywhere and video on demand offerings from affiliated pay television providers. The audit is part of the STREAMTRAK® industry data series from One Touch Intelligence.
In terms of pure volume, discovery+’s tally amounts to more discrete TV episode selections than are offered by several prominent SVOD services, including Disney+, NBCU’s Peacock, WarnerMedia’s HBO Max, and even the reigning category king, Netflix. If one of the mandates for modern-day streaming success is a deep pool of titles, discovery+ has worked its way into the big leagues from day one.
Friday, January 8, 2021, 10:33 AM ET|
Happy New Year and welcome to a new year of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Roku continues to grow, announcing over 50 million active accounts at the end of 2020. On this week’s podcast Colin and I dig into the data that Roku revealed.
The explosion of premium content for streaming no doubt is helping Roku’s account growth and viewership. A recent entrant is Discovery+ and Colin shares his initial review of the service, including a few surprising limitations he found.
Click here to listen to the podcast (25 minutes, 24 seconds)
Friday, December 4, 2020, 11:07 AM ET|
I’m pleased to present the 540th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
discovery+ is set to launch in the U.S. on January 4th and on this week’s podcast Colin and I share our thoughts on why we’re optimistic about the service, especially in international markets where live sports will be included. We both like the service’s positioning as a complement to major SVOD providers, mainly by focusing on unscripted content.
Before we get into discovery+, Colin provides some highlights from his new “Making Screen Time Family Time” report which revealed viewing behavior for families with kids under the age of 12. Colin notes the data around co-viewing, especially on weekday mornings.
Listen in to learn more!
Click here to listen to the podcast (23 minutes, 50 seconds)
Wednesday, December 2, 2020, 2:19 PM ET|
Discovery announced its discovery+ streaming service today, with a U.S. launch date of January 4th. There will be an ad-light version for $4.99 per month and an ad-free version for $6.99 per month. The service will roll out in 25 additional countries initially, at localized price points and with different packaging options. The first advertising partners announced include Boston Beer Company, Kraft Heinz, Lowe’s and Toyota.
Verizon will offer new and existing Play More and Get More Unlimited subscribers 12 months free of discovery+. Verizon will give Start and Do More Unlimited subscribers 6 months of discovery+. And new Verizon 5G Home Internet or Fios Gigabit Connection subscribers will also receive 12 months of free discovery+. Verizon offered similar free access to Disney+ at launch (and later the bundle with Hulu and ESPN+) which proved highly effective, driving an estimated 15% of Disney+’s first year subscribers.
Posts for 'discovery+'