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VideoNuze-TDG Report Podcast #142 - NBC Olympics Streaming; Pay-TV Losses; Aereo's Low Pricing
I'm pleased to be joined once again by Colin Dixon, senior partner at The Diffusion Group, for the 142nd edition of the VideoNuze-TDG Report podcast. In this week's podcast Colin and I first discuss NBC's Olympics video streaming. Despite some high profile criticism, we agree that NBC has actually done a pretty good job and has laid a foundation for live streaming to be an expected part of all Olympics coverage in the future.
Next we review Q2 '12 results from some of the largest pay-TV operators. Video subscriber losses continue, although Q2 is historically a soft quarter. Colin notes that recent TDG research shows the pay-TV value proposition is increasingly challenged and he believes that means higher churn is ahead, with bigger opportunities for OTT options.
Speaking of those options, Aereo announced new low-cost plans and both Colin and I agree that they're a clever way to reduce entry barriers and increase viewing flexibility. It's still early, but we like Aereo's odds of success.
Last up, we note the early demise of the Nexus Q media streaming device, a product that both us called a dud a couple of weeks ago.
Listen in to learn more.
Click here to listen to the podcast (21 minutes, 43 seconds)
Click here for previous podcasts
The VideoNuze-TDG Report podcast is available in iTunes...subscribe today!Categories: Broadcasters, Cable TV Operators, Podcasts, Satellite, Sports, Startups, Telcos
Topics: Aereo, Comcast, Google, NBC Sports, Olympics, Podcast
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Google and American Express Discuss "My Business Story" Initiative's Success [VIDEO]
Recognizing that online video isn't just for big media brands, last year Google and American Express teamed up to create "My Business Story," a video tool for small businesses to create and post free videos that connect them with new and existing customers. At the recent VideoNuze Online Video Advertising Summit, Lauren Goody, Google's Group Manager, Account Solutions and Rachel Chan, American Express's Director, US Media & Integrated Marketing Platforms discussed the initiative's success with Mark Robertson, founder and publisher of ReelSEO.
Categories: Technology
Topics: American Express, Google
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VideoNuze-TDG Report Podcast #138 - Underwhelmed by Google Nexus 7 and Nexus Q
I'm pleased to be joined once again by Colin Dixon, senior partner at The Diffusion Group, for the 138th edition of the VideoNuze-TDG Report podcast.
Today we discuss two new products that Google introduced this week, the Nexus 7 tablet and the Nexus Q media streamer. Viewing both through the lens of online/mobile video, I think both products are duds, and are generally inferior to other competitive products already available, especially those from Apple. A particular source of concern for Colin and me is the lack of differentiated content. For instance, the Nexus 7 offers no unlimited viewing plan like Amazon Prime for the Kindle Fire, the device it is most similar to.
Colin is less skeptical, and has even ordered a Nexus 7, though more for professional reasons than anything else. However, he's completely underwhelmed by the Nexus Q, thinking the entire whole home audio product category isn't really addressing a strong consumer need. Further, maybe Google has a master plan it's not sharing, but to both of us, the company's silence on how Google TV fits with the two Nexus devices suggests a real lack of coherency in Google's approach to digital media. Listen in to hear all of the details.
Click here to listen to the podcast (18 minutes, 45 seconds)
Click here for previous podcasts
The VideoNuze-TDG Report podcast is available in iTunes...subscribe today!Topics: Google
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Google/YouTube: Research Shows Lighter TV Viewers Primed for Online Video Ads
It's no secret that with consumer behavior fragmenting over different video sources and media-related activities, advertisers are having a tougher time than ever reaching their targeted audiences. Especially elusive are younger, lighter TV viewers. No surprise, these lighter viewers skew younger with about 31% of 18-49 age group in the category. They're also choice targets for advertisers: they're wealthier, more educated and more diverse.
To help prove the efficacy of online video advertising as a method for reaching these viewers, yesterday Google/YouTube and Nielsen released new research demonstrating that lighter TV viewers (who average 39 minutes per/day) are more effectively and cost-efficiently reached with online video advertising that compliments traditional TV advertising.Categories: Advertising
Topics: Google, Nielsen, YouTube
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Google Opens Up AdWords for Video, Offers $50 Million of Credits to Try It
Google has taken the beta tag off of AdWords for video, opening up the ad platform targeted to small-to-medium-sized businesses (SMBs) to run video ads on YouTube. To help drive interest, Google is also offering $50 million of free advertising credits to prospects. I wrote about AdWords for video last September when it was first announced, and I continue to be enthusiastic about its potential to broaden video-based advertising to SMBs for which traditional TV advertising was out of reach.
Categories: Advertising
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Globally, YouTube's Market Share is 20 Times Its Nearest Competitor's
I've often said that YouTube is the 800-pound gorilla of online video, but I was always basing that on its share of the U.S. market. Now, with comScore's first-ever release of global data from its Video Metrix service, it's clear that YouTube is in fact planet earth's 800-pound gorilla of online video.
As seen in the chart below, in October YouTube delivered almost 44% of the 201 billion videos viewed globally, nearly 20 times as much as China's Youku, which was in second place with 2.3%, and nearly 7 times as much as the #2-5 players. Since the global market is so fragmented, based on some assumptions I've made, it's quite possible that YouTube has more market share globally than the top 100 video sites, combined. Wow.
Categories: Aggregators
Topics: comScore, Google, YouTube
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3 Video Predictions for 2012: Jim Louderback, CEO, Revision3
Jim Louderback, CEO of Revision3, an independent special interest video network, kicks of VideoNuze's year-end feature of posting the top 3 video predictions for 2012 from executives around the industry.
Categories: Predictions
Topics: Amazon, Apple, Google, Kinect, Microsoft, Revision3, Siri, YouTube
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Google To Go Over-the-Top and Compete With Pay-TV Operators? Don't Bet On Success.
Is Google planning to go over-the-top and compete with pay-TV operators for subscribers? That's the tantalizing possibility the WSJ is reporting this morning, though its article is long on speculation and short on hard facts and on-the-record sources (as best I could tell, the only concrete thing
reported is that Google has hired Jeremy Stern - a former colleague of mine at Continental Cablevision - who's "spearheading talks with media companies"). Regardless, the possibility that Google could be looking to disrupt the pay-TV business, using its own high-speed fiber network in Kansas City and maybe elsewhere, deserves attention if for no other reason than the fact that its deep-pockets and robust ad model would potentially allow it to cause trouble for incumbents.
"Potentially" is the operative word however, because any subscription TV service Google would offer would only be as good as the channels it could deliver (see Sezmi's recent retreat for proof of that). As such, the critical question here is whether the most important cable network owners - Disney, NBCU, Viacom, Time Warner, Fox, Discovery, Scripps, A&E Networks, AMC Networks, numerous regional sports networks (RSNs) and others - would agree to deals with Google. Though they would no doubt be enticed by Google as another well-funded buyer, barring some huge unknown, I'd bet that most would say "Thanks, but no thanks," effectively stymieing the search giant's ambitions.
Categories: Cable Networks, Cable TV Operators, Satellite, Telcos, TV Everywhere
Topics: Google
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As Viacom-Google Appeal Begins, Question Remains Why Can't They Make a Deal?
Remember Viacom's $1 billion copyright infringement suit against YouTube initiated 4 1/2 years ago, which was decided in Google's favor last June? Well, it's alive and well, and this morning the parties will appear for short oral arguments in the U.S. Court of Appeals for the Second Circuit in New York, as Viacom begins its appeal of the decision. Of course Viacom has every right to keep pursuing the matter, but what I've wondered about from the beginning of this case is why haven't the parties been able to make a mutually beneficial business deal so that they can put the litigation aside. As the online video market has matured over the past 4 1/2 years, with the potential dollars up for grabs growing, it's become an even bigger mystery to me.
Categories: Aggregators, Cable Networks
Topics: Google, Viacom, YouTube
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Google Rolls Out AdWords for Video, Driving Performance-Based Video Ad Model
Google is announcing AdWords for Video in beta this morning, which radically simplifies the process of creating and running video ad campaigns that reach Google/YouTube's vast audiences. The new initiative also bolsters YouTube's "True View" performance-based approach as Google tries to move the market away from the traditional impressions-based spending.
AdWords for Video creates a dedicated video campaign management capability in the standard AdWords dashboard so that advertisers can efficiently allocate their spending and monitor results. AdWords for Video will benefit from YouTube's status as the biggest video destination, and Google's as the number 1 search engine.
Categories: Advertising
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Winners and Losers Due to Netflix's Decision to Split DVDs
Netflix's bizarre decision to separate its DVD business from its streaming business will have significant ramifications for the video ecosystem. Below are some of the clear winners, potential winners and clear losers.
Categories: Aggregators
Topics: Amazon, Apple, Blockbuster, DISH, Facebook, Google, Hulu, Netflix, Redbox, VUDU, YouTube
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Google Gets Its Nose Into Pay-TV Operators' Tent With Motorola Deal
A byproduct of today's blockbuster deal by Google to acquire Motorola Mobility for $12.5 billion is that Google is getting its nose into pay-TV operators' tent via Motorola's huge set-top box business. Set-tops are part of Motorola's Home segment, which in Q2 generated over $900 million in revenue, a little less than a third of Motorola's total.
Google would dearly love to have a bigger presence in the digital living room, but its initial efforts with Google TV have not borne much fruit, despite the fact that Google took an industry-friendly approach by trying to augment
pay-TV services rather than disrupt them. Now however, with Motorola's deep industry relationships, Google will gain much better insight into pay-TV operators' thinking that could help drive partnership opportunities. Importantly, this could translate into improved product integration between Google's software and Motorola's hardware platforms that could give Google its best shot yet at getting into the living room (throw Google potentially acquiring Hulu and the living room fight gets even more interesting).
Categories: Cable TV Operators, Deals & Financings, Technology
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1/3 of YouTube's In-Stream Ads Now In Skippable Format
Google executives were as sparing as ever in yesterday's Q2 '11 earnings call with details about YouTube's financial performance, but they did divulge one
interesting new nugget: 1/3 of YouTube's in-stream ads are now in a skippable format. Susan Wojcicki, Google's SVP, Advertising shared the data point to show the rapid progress that YouTube has made since launching its "TrueView" format last December.
TrueView is an important building block in a larger industry initiative Google is pursuing, to have 50% of video ads include a cost-per-view element. Google believes that by giving viewers the option to skip the ad or select a particular one, engagement will be stronger which will in turn drive rates higher. As with DVR ad-skipping, viewers also gain greater control of their experience which so satisfaction will improve.
Categories: Advertising, Aggregators
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No Surprise, Google is Kicking Hulu's Tires
The LA Times is reporting that Google has met with Hulu and its representatives about possibly acquiring the site. Others reported to have met include Microsoft and Yahoo. The news isn't surprising given Google's well-known appetite for adding premium Hollywood to its offering and its general acquisitiveness. Despite my skepticism about whether a Hulu deal can get done with anyone given the complexity around long-term distribution rights from its network owners, I suggested that Google, along with Apple and Netflix, would be the most likely prospective acquirers. Still, it's very early in the process, so lots will still happen.
Meanwhile, Hulu acquisition activity doesn't seem to have slowed down product innovation. Today Hulu announced a clever new integration with Facebook that allows Hulu viewers to share comments on a specific scene in Hulu programs with their Facebook friends along with a link to that scene. Hulu is also enabling login using Facebook credentials, something that has become popular at many sites (update: it looks like there was an implementation issue, so Hulu has pulled back this feature for now). The push to socialize Hulu is part of a broader trend to bring social media behavior to TV viewing.
Categories: Aggregators, Deals & Financings
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YouTube Has Been a Home Run for Google and the Online Video Industry
Back in October, 2006, when Google announced its intention to acquire YouTube, the fledgling, but already-dominant video upload/sharing site, for $1.65 billion, many observers thought it was a wild swing by Google, and
further evidence of its profligate ways. Critics cited YouTube's thin UGC-based business model, its minimal revenues and its skyrocketing hosting/delivery costs caused by surging usage. Even though the deal was all in stock, it indeed looked like a rich price, and an unjustifiably huge short-term reward to YouTube's founders and investors.
Yet yesterday's news from YouTube, that a staggering 48 hours of video are now uploaded to the site each minute, and that it hit a recent peak of 3 billion video views in a single day, both underscore how YouTube has been a home run for both Google and for the larger online video industry. YouTube's ongoing viewership dominance is a rare "winner take all" situation in which second place video upload/sharing competitors are practically off the radar screen. Google now owns the dominant asset in one of the fastest-growing sectors of the Internet, which has huge revenue potential as consumer adoption of online video and devices soars. That $1.65 billion looks cheap now, all the more so given the durability of Google's own robust ad business.
Categories: Aggregators
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Android Market to Roll Out Movies?
Engadget had an intriguing blurb this week regarding the availability of book downloads now being available in the Android Market. More interesting is the
existence of a new movie-related URL in Android Market, along with one for music. With the surging popularity of Android devices, including the new Xoom tablet from Motorola plus lots of others, some type of movie service would seem inevitable.
Categories: Devices, FIlms, Mobile Video
Topics: Android, Google, Motorola
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Netflix Gets Apple Subscription Exemption As CE Industry Love Continues
Speaking of Netflix (and who's not these days?), check out how Apple granted it an exemption from its 30% fee for its new App Store subscription model this
week. Publishers were rankled this week that the long-awaited subscription support fee was pegged so high, and Google seemed to seize on it, by introducing its "One Pass" service right on the heels of Apple's announcement, with a lower 10% cut and more flexible rules.
Categories: Aggregators, Devices
Topics: Apple, Google, Netflix
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Cable Industry Skirmishes With FCC Over Set-top Boxes
Speaking of set-top boxes, the cable industry, through its NCTA lobbying arm, was skirmishing this week on yet another regulatory front, the FCC's ongoing "AllVid" inquiry, which would possibly crack open the customer premise
equipment (CPE) by establishing an IP-based standard. Google, Sony and other CE companies are lobbying for AllVid as a way of streamlining delivery of over-the-top content into living rooms. Cable operators are arguing that such a move would compromise existing network licensing models. A more overarching concern is that a regulatory mandated approach would significantly level the playing field for new entrants to compete for consumers' attention.
Categories: Cable TV Operators, Devices, Regulation
Topics: AllVid, FCC, Google, NCTA, Sony
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5 Items of Interest for the Week of Jan. 10th
Even though I was very focused this week on the CES "takeaways" series, there was still plenty of news happening in the online and mobile video industries. So as in the past, I'm pleased to offer VideoNuze's end-of-week feature highlighting 5-6 interesting online/mobile video industry news items that we weren't able to cover this week. Enjoy!
Level 3 fights on in Comcast traffic dispute
Level 3 is showing no signs of relenting on its accusations that Comcast is unfairly trying to charge the CDN for Internet traffic it delivers to Comcast's network. In an interview this week, Level 3 said it may use the "Open Internet" provisions of the FCC's new network neutrality rules to press its case. Level 3's challenge is coming at the 11th hour of the FCC's approval process of the Comcast-NBCU deal; it's not really clear if Level 3 is having any impact on slowing the approval, which appears imminent.
Comcast-NBCU deal challenged over online video proposal
Speaking of challenges to the Comcast-NBCU deal, word emerged this week that Disney is voicing concern over the FCC's proposed deal condition that would force Comcast to offer NBC programming to any party that had concluded a deal with one of NBC's competitors for online distribution. The Disney concern appears to be that the condition would have an undue influence on how the online video market evolves and how Disney's own deals would be impacted. While the FCC should be setting conditions to the deal, the Disney concerns highlights how, in a nascent, fast-moving market like online video, government intervention can cause unintended side effects.
YouTube is notching 200 million mobile video views/day
As if on cue with my CES takeaway #3, that mobility is video's next frontier, YouTube revealed this week that it is now delivering 200 million mobile views per day, tripling its volume in 2010. That would equal about 6 billion views per month, which is remarkable. And that amount is poised to increase, as YouTube launched music video site VEVO for Android devices. YouTube clearly sees the revenue potential in all this mobile video activity; it also said that it would append a pre-roll ad in Android views for tens of thousands of content partners.
Google creates video codec dust-up
Google stirred up a hornet's nest this week by announcing that it was dropping support for the widely popular H.264 video codec in its Chrome browser, in favor of its own WebM codec, in an attempt to drive open standards. Though Chrome only represents about 10% market share among browsers (doubling in 2010 though), for these users, it means they'll need to use Flash to view non-WebM ended video. There are a lot of downstream implications of Google's move, but for space reasons, rather than enumerating them here, check out some of the great in-depth coverage the issue has received this week (here, here, here, here).
Netflix usage drives up Canadian broadband bills
An interesting test of Canadian Netflix streaming showed that a user there might have to pay an incremental $12/month under one ISP's consumption cap. That would be more than the $7.99/mo that the Netflix subscription itself costs, leading to potential cord-shaving behavior. This type of upcharge hasn't become an issue here in the U.S. because even ISPs that have caps have set them high relative to most users' current consumption. But if streaming skyrockets as many think it will, and the FCC allows usage-based billing, this could fast become a reality in the U.S. as well.
Categories: Aggregators, Broadband ISPs, Broadcasters, Cable TV Operators, CDNs, Deals & Financings, International, Mobile Video, Regulation, Technology
Topics: Comcast, Disney, FCC, Google, Level 3, NBCU, Netflix, WebM, YouTube
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5 Items of Interest for the Week of Dec. 12th
Happy Friday. Once again I'm pleased to offer VideoNuze's end-of-week feature analyzing 5-6 interesting online/mobile video industry news items from the week that we didn't have a chance to cover previously. This week I'm changing the format a little bit, creating an individual post for each item. I'm doing this in response to reader interest in being able to share individual items (not the whole group) more easily. Let me know what you think of the new format. Here they are:
1. Potential YouTube-Next New Networks deal is a bit of a head-scratcher
2. Here's a great example of why TV Everywhere matters so much to the pay-TV industry
3. Hulu's Kilar: "Hulu Plus now a material portion" of revenues
4. Google not ready to announce fiber winning communities
5. Tiffany shows online video works for luxury retailers
Read them now or check them out this weekend!Categories: Aggregators, Broadband ISPs, Cable Networks, Cable TV Operators, Commerce, Deals & Financings, Indie Video, Satellite, Telcos
Topics: Google, Hulu Plus, Netflix, Next New Networks, Tiffany, YouTube
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