Posts for 'NBCU'

  • Inside the Stream Podcast: More Sports Coming to Streaming; NBCU Picks First Nielsen Alternative

    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 week Colin has been following various reports of NBA, MLB and Premier League potentially coming to streaming, courtesy of Sinclair, Apple and DAZN. Colin explains more about what this might mean for the industry, as consumers seek out new alternatives.

    Then we discuss NBCUniversal’s move that it has selected iSpot.tv as its first cross-platform video certified measurement partner. NBCU’s move is the latest by the industry to find a new currency alternative to Nielsen, the long-time standard and to better compete with digital options. NBCU said more measurement partners will be announced.

    Listen to the podcast (22 minutes, 28 seconds)




    Browse all previous podcasts

    Subscribe to Inside the Stream
    Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

     
  • Inside the Stream Podcast: For Comcast and Peacock, It’s Time to Go Big or Go Home

    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.

    On Comcast’s Q3 ’21 earnings call, management was vague about how Peacock is performing. In Corporate America, not highlighting numbers is typically a sign that things are not going as well as hoped and/or the numbers are not as impressive, comparably speaking, as those of competitors. A round of speculation about Peacock’s performance and what might happen next has ensued.

    On this week’s podcast, Colin and I try to explain what we think is happening. The hard truth for Peacock is that it came to market very late and that it is competing against well-funded and highly aggressive competitors which are spending heavily on originals and on promotions - a commitment that Comcast/NBCUniversal have not publicly committed to match. Another issue - at least relative to Paramount+/Showtime, which gained 4.3 million subscribers in Q3 - is that Peacock doesn’t include NBC’s linear feed, and also doesn’t specialize in mature content, which has a strong draw. These two benefits (and “Star Trek”) have no doubt helped Paramount+/Showtime. Yet another issue is that popular NBC programming continues to be available in Hulu.

    All of these factors, and others, are limiting Peacock’s appeal. As if that wasn’t enough, Comcast has mixed incentives related to Hulu, because it still has a 30% stake that is getting more valuable by the day, as Netflix stock hits new highs. Comcast is financially disincented from harming Hulu by pulling programming to help Peacock (all of this would have been moot if only Comcast had acquired Hulu when it had the chance back in 2018). Comcast has missed out on billions in additional revenue and value creation.

    In short, Comcast/NBCU are now facing a dilemma with Peacock that can be boiled down to: Go Big or Go Home. Either commit to spending what's required to compete effectively (either at the AVOD or SVOD level), or recognize Peacock is going to keep treading water and will likely never break out. It’s a tough decision, but it reflects the penalty late entrants face, especially when squaring off against competitors like Netflix, Amazon, Disney, HBO Max, etc.

    Listen to the podcast (33 minutes, 38 seconds)




    Browse all previous podcasts

    Subscribe to Inside the Stream
    Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

     
  • Inside the Stream Podcast: Google Fiber TV is Retired, Linear TV Ratings Fall, SVOD Churn is Stable and Much More

    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.

    Rather than focus on just one story this week as we usually do, today we do segments on 5 different stories that caught our attention. First we pick up on last week’s podcast about the dustup between YouTube TV and NBCUniversal. The companies avoided going over the cliff together and managed to extend their relationship. But it is a harbinger of more fights between networks and virtual (and traditional) pay-TV operators as the size of the pie continues to shrink due to cord-cutting.

    Then Colin and I have a spirited debate about Google’s Fiber TV, which is being retired, and the broader question of whether Google Fiber’s 1 gigabit per second broadband service is a worthwhile product offering (Colin thinks it is and I think it isn’t, and I haven’t since it launched way back in February, 2010, see “Google’s Fiber-to-the-Home Experiment Could Cost $750 Million or More.” Also see "Google Fiber is Out of Synch With Realities of Typical Consumer Technology Adoption" from July, 2012 and "No Surprise, Google Fiber is Falling Short of Expectations" from August, 2016.)

    From there we discuss the steep drop in L7 TV ratings that has continued in the first week of this Fall season. But even at these depressed levels, I assert that the most popular broadcast TV shows like “NCIS” still draw audiences that may likely be bigger than the first 7 days following the drop of a popular show on a big SVOD service like Netflix. Related, we discuss new Kantar data on SVOD churn in Q2. For more insight, have a look at my post from November, 2019, “Will Spinning Video Subscriptions Become a Thing?”

    Finally, there’s a game of musical chairs happening in our industry and this week’s move by Kelly Campbell from president of Hulu to president of Peacock is just the latest example. We discuss why these executives’ shuffling matters to all of us as consumers.

    Listen to the podcast (34 minutes, 17 seconds)




    Browse all previous podcasts

    Subscribe to Inside the Stream
    Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS
     

     
  • Inside the Stream Podcast: What’s Really Behind the YouTube TV - NBCUniversal Dispute?

    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.

    YouTube TV and NBCUniversal have become embroiled in a highly public dispute about the details of their distribution agreement. On today’s episode, Colin and Will discuss what’s really behind the dispute and the larger industry shifts that impacting the negotiation.

    It is a very complicated situation as each company is trying to hold on to certain industry conventions (such as most favored nation pricing), while also broadening into new areas (such as including Peacock Premium, a streaming service, with underlying YouTube TV subscriptions). Each company also comes to the table with a host of business imperatives, with many driven by Wall Street’s expectations and the overall streaming market’s evolution.

    Colin and I try to break things down. As I mention, one significant factor weighing on my assessment of things is Comcast’s gigantic missed opportunity when it decided not to acquire the 70% of Hulu it didn’t already own, back in 2018 when Comcast and Disney were battling over control of Fox (see "Why Comcast Should Take Control of Hulu" from May, 2018). Comcast had a one-time opportunity to vastly expand its footprint in streaming and CTV advertising and likely to position a combined Hulu-Peacock entity for eventual spin-off (see "Quick Math Shows Comcast Missed Out on Almost $6 Billion in Annual Revenue by Not Buying the Rest of Hulu" from January, 2020).

    Instead Comcast passed and became a passive owner in Hulu. Comcast will eventually realize a nice return on this stake, but Comcast needs strategic assets for the streaming era far more than it needs additional cash.

    Listen to the podcast (36 minutes, 27 seconds)


    Browse all previous podcasts

    Subscribe to Inside the Stream
    Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

     
  • 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.

    Listen to the podcast (26 minutes, 5 seconds)




    Browse all previous podcasts

    Subscribe to Inside the Stream
    Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

     
  • Streaming is Driving Renewed Interest in Content/Commerce Intersection

    Content being used to drive consumer purchases isn’t a new idea, but streaming is breathing renewed interest, with a variety of different strategies and implementations. A number of interviews and articles illustrating the trend have recently caught my attention.

    Given its commerce, content and technology capabilities, Amazon is primed (pun intended) to be a major player. In an interview at IAB’s Annual Leadership Meeting a couple of weeks ago, Amazon Studios’ COO and Co-Head of Television Albert Cheng talked at length about how the company is using its Prime Video app on certain connected devices, along with its “X-ray” feature, to enable seamless viewer transactions. Albert highlighted successes the company has had with Rihanna’s “Savage x Fenty,” Heidi Klum and Tim Gunn’s “Making the Cut” and NFL Thursday Night Football.

    continue reading

     
  • NBCUniversal Announces First-Party Data Hub and ID

    At its ONE21 developer conference this morning, NBCUniversal announced plans to launch its NBCU Audience insights Hub, which will contain all of its first-party audience data. The “proprietary data clean room” will give authorized partners permission to run restricted queries across their and NBCU’s audience data without exposing users’ personally identifiable information.

    Using the NBCU data, partners will be able to discover overlaps in their audiences to drive better targeting and cross-platform campaign planning. Partners will gain access to NBCU’s linear TV APIs and certified reach measurement models to improve efficiency and effectiveness. NBCU plans to add to its measurement capabilities so that partners can do their own self-service multi-platform attribution. The clean room framework is being powered by Snowflake and VideoAmp is the first measurement partner to be integrated.

    continue reading

     
  • NFL Rights Deals Soar As Pay-TV Subscribers Contract

    The Wall Street Journal is reporting that the fees CBS, Fox, NBC and ESPN each pay to broadcast NFL games will double or more in new long-term agreements currently being finalized. Once again we are presented with the incongruity that sports rights are escalating even as the pay-TV subscriber audience able to watch these networks is shrinking.

    As the Q4 earnings season wrapped up, the contraction of pay-TV was again in the news this week as analysts tallied the final losses for 2020. MoffettNathanson pegged the subscriber loss in 2020 among traditional cable, satellite and telco operators at approximately 6 million, with virtual operators (e.g. YouTube TV, Hulu, etc.) offsetting it by adding approximately 2 million subscribers.

    continue reading

     
  • VideoNuze Podcast #532: Most Entertainment Viewing Moves to On-Demand

    I’m pleased to present the 532nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.  

    This week we dive into some of the key data from NBCUniversal’s new Cross-Platform Consumption Report, which revealed that for its entertainment programming, 76% of viewing by 18-34 year olds is now done on-demand. For 35-49 year olds it’s 69% and even for 50 year-olds it’s 50%.

    The report points out that connected TVs have become the fastest growing device for consuming on-demand content. Colin and I see this only accelerating and we also discuss new CTVs that have been unveiled in the past week by Amazon, Roku and Google (Chromecast). The consumer experience keeps getting better and for $50 there are multiple solid choices.
     
    Click here to listen to the podcast (24 minutes, 50 seconds)



    Explore all previous podcasts

    Add the podcast feed to your RSS reader.

    The VideoNuze podcast is also available in Apple podcasts, subscribe today!

     
  • VideoNuze Podcast #523: Peacock Impressions

    I’m pleased to present the 523rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. As always we wish our listeners all the best and hope everyone is staying well.

    Peacock launched nationally this week and Colin and I are both impressed. The user experience and value proposition to advertisers are both strong. As more library and original content is added, it’s only going to get better. However, Peacock’s distribution is currently limited without deals with Amazon Fire TV and Roku, which is why Comcast’s own Flex device is critical. Peacock is also entering a highly competitive SVOD/AVOD market; it is poised to play a lot of different roles for NBCU and Comcast.

    Listen in to learn more!
     
    Click here to listen to the podcast (25 minutes, 59 seconds)



    Explore all previous podcasts

    Add the podcast feed to your RSS reader.

    The VideoNuze podcast is also available in iTunes...subscribe today!

     
  • Peacock is Poised to Play Many Roles for NBCU and Comcast

    Peacock launched broadly yesterday, though as a Comcast Xfinity broadband subscriber, I’ve had access to it for several months using my Flex device. I’ve spent a bunch of time with it and have been quite impressed. That the Peacock team put it together during the pandemic is quite a feat.

    Some of the highlights to me are the very strong UI, the comfort food of popular programs like ’30 Rock,” “Parks and Rec,” “SNL,” and others, plus plenty of movies, the modest ad load of 5 minutes max per hour and the “Channels” which are about 30 virtual linear networks sorted into a traditional program grid.

    As I’ve spent time with Peacock and followed the pre-launch coverage it’s become apparent how many different roles Peacock is poised to play for NBCU and its parent Comcast. Here’s a quick rundown:

    continue reading

     
  • NBCUniversal Emphasizes Viewer and Advertiser Experience

    NBCUniversal used its One Industry Update livestream to emphasize that improving the viewer and advertiser experience remains a top priority. Laura Molen, President, Advertising Sales and Partnerships, said “this moment has only accelerated our efforts to make the ad experience more engaging for consumers and more effective for advertisers.” She continued, “I know we talk a lot about commercial time - and we’re still committed to bring that number way down.”

    continue reading

     
  • Quick Math Shows Comcast Missed Out On Almost $6 Billion in Revenue By Not Buying the Rest of Hulu

    Now that NBCU has revealed its launch plan, pricing and forecast for the Peacock streaming service, some quick math shows how much Comcast missed out on by not buying out Disney’s stake in Hulu. VideoNuze readers will recall this is what I proposed back in May 2018 (“Why Comcast Should Take Control of Hulu”) when Comcast and Disney battled to take over Fox. With Disney and Comcast each owning around 30% of Hulu at the time, as well as Fox owning around 30% and AT&T 10%, it was clear that whoever ultimately bought Fox would assume majority ownership of Hulu.

    At the time I articulated all the reasons why, as part of any deal Comcast might make to step away from Fox, it should negotiate to take control of Hulu. Instead Comcast prioritized Sky (which it ultimately bought for $39 billion) and made a subsequent deal with Disney to sell off its Hulu stake. Disney also acquired AT&T’s approximately 10% stake in Hulu, making it Hulu’s 100% owner. Taken together, the moves make Disney CEO Bob Iger look like a genius, even if Disney was overcoming a late entry into the streaming party.

    Comcast could have likely acquired the 70% or so of Hulu it didn’t own for around $13-15 billion, based on the $5.8 billion Disney ended up paying Comcast for its 30% share (Comcast also has an upside based on Hulu’s valuation  in 2024) Comcast could have done this in reverse. All of this is assuming Disney would have sold its share to Comcast. My hunch is there was a deal to be had if Comcast had said it wouldn’t bid up Fox’s valuation, in turn saving Disney billions of dollars. All in all, it would have been a very modest deal for a company Comcast’s size.

    I think all of my original reasons why Comcast should have acquired Hulu still stand up pretty well a year and a half later. But now some quick math also reveals that acquiring could have generated nearly $6 billion/year for Comcast and NBCU and the springboard it could have become for Peacock, before even factoring in cost savings. I suppose it is worth keeping in mind that had the deal gone the other way, Comcast wouldn’t have received the $5.8 billion for its share in Hulu, but then again Comcast didn’t need the cash, so does that really matter?

    In my view there are 5 key things to understand, 3 that relate to subscription revenue and 2 that relate to advertising revenue.

    continue reading

     
  • Getting Ready for This Afternoon’s Peacock Investor Day

    This afternoon at 4pm ET, Comcast will host an Investor Meeting to share details about NBCUniversal’s upcoming Peacock streaming service. It is a session comparable to what Disney and Apple did last year for Disney+ and Apple TV+ respectively (and what AT&T/WarnerMedia will do for HBO Max). So we all get to learn all the official information about Peacock: pricing, availability, content, overall strategy/fit with existing businesses, marketing, etc.

    Following the format of other investor days, we will hear from senior NBCU and Peacock executives, and likely someone from Comcast. Matt Strauss, an old friend of mine, who was moved over from Comcast to become Chairman of Peacock and NBCUniversal Digital Enterprises late last year, will no doubt be the maestro of this afternoon’s session.  All the dribs and drabs of information that have been shared by the company previously will be reconciled with all of the rumors and speculation that have gurgled up from around the web.

    continue reading

     
  • Should Comcast Make NBCU’s Free, Ad-Supported Peacock Service Accessible to Everyone?

    Last Friday afternoon CNBC reported that NBCUniversal is “leaning toward” making the free, ad-supported version of Peacock, its upcoming streaming service, free, with everyone getting unrestricted access. This would be a change from restricting it to Comcast’s cable and broadband subscribers only, as originally intended. The ad-free version would still carry a fee.

    Which direction Comcast decides to go will say a lot about whether it sees Peacock’s primary role as helping Comcast grow and defend its core cable/broadband business, or having NBCU become a bona fide competitor in the “streaming wars” developing with Netflix, Amazon, Disney, WarnerMedia, Apple, etc. How should Peacock’s value be optimized - by restricting access to serve the Comcast’s cable/broadband business, or to be guided by the market and help NBCU build Peacock into a large OTT business?

    continue reading

     
  • NBCUniversal’s SVOD Service Peacock Will Debut in Spring

    NBCUniversal’s SVOD service will be known as “Peacock” and will launch in April with over 15,000 hours of content. As expected, classic shows like “The Office” and “Parks and Recreation” will be exclusively on Peacock, along with “30 Rock,” “Cheers,” “Frasier,” “Will and Grace” and numerous others.

    Peacock will be available both ad-supported and ad-free, though NBCUniversal didn’t announce any pricing just yet (Peacock will be included at no charge for Xfinity subscribers). SVOD pricing has been under pressure since Disney announced initial Disney+ pricing at $6.99/month, with Apple TV+ following at $4.99/month. HBOMax is likely to be at the high end around $14.99/month.

    continue reading

     
  • Signs of Ad Model’s Growing Role in Video Are Everywhere

    Perhaps the most noteworthy thing about Netflix’s solid Q4 subscriber growth was the company’s ongoing success with a pure ad-free subscription model. Netflix is becoming even more unicorn’ish among big video providers in completely eschewing ads. Virtually every other major video provider (aside from established premium TV networks like HBO, Showtime, etc.) is reliant, at least in part, on advertising (Amazon’s ad-free approach gets an asterisk because of the outsized role Prime/free-shipping still plays - and even Amazon is now integrating ads in various ways, see below).

    In fact, though we’re barely a month into 2019, there are signs everywhere of advertising’s growing role in the future of the video industry.

    Consider just the following:

    continue reading

     
  • VideoNuze Podcast #451: Sling TV and Hulu Offer SVOD Services; NBCU to Launch DTC

    I’m pleased to present the 451st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week we talk about Sling TV’s new initiative to promote third party SVOD services, including to consumers who aren’t  subscribers to its underlying virtual pay-TV service. Colin and I differ about its potential and whether Sling TV has “permission” to pursue this. We debate the upside of a separate new Sling TV initiative to provide a layer of free on-demand content. We also dig into Hulu’s new emphasis on SVOD aggregation which seems promising to both of us.

    We then shift to discussing NBCUniversal’s plan to launch its own direct-to-consumer (DTC) service for non pay-TV subscribers. Colin is somewhat underwhelmed, while I think it’s a step in the right direction and too early to tell how aggressive the offer will turn out to be.  

    Less than 3 weeks into the new year, it’s clear that big video providers are continuing to experiment and jockey for position.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 53 seconds)



    Click here for previous podcasts

    Click here to add the podcast feed to your RSS reader.

    The VideoNuze podcast is also available in iTunes...subscribe today!

     
  • NBCU’s WatchBack App Offers Intriguing New Spin on Viewing Behaviors

    Last Friday, NBCUniversal officially launched WatchBack, an iOS-only video app that’s meant to gather data on viewing behaviors while offering users a broad range of content and the opportunity to win weekly sweepstakes. It’s an intriguing new spin on how content providers can mine value from direct-to-consumer apps in order to optimize their programming.

    I spent a little time with WatchBack and found it to be easy to use with a variety of content providers and programs to choose from. Upon opening the app for the first time, I was asked to register, primarily so I could begin participating in the weekly sweepstakes. However I was able to proceed without registering, though I was required to select my 3 favorite genres, so WatchBack could start recommending content.

    continue reading

     
  • Platforms vs. Owned & Operated: Monetizing the Video Everywhere Strategy [VIDEO]

    A critical challenge facing video providers is how to balance distribution of their content on platforms vs. on their owned & operated properties. At the recent VideoNuze Online Video Ad Summit, we dug deeply into this topic in a session featuring Trevor Fellows (EVP, Digital Sales and Partnerships, NBCUniversal), Paul Kontonis (Chief Marketing Officer, WHOSAY Viacom), Blake Sabatinelli (CEO, Newsy E.W. Scripps) with Lorne Brown (CEO, Operative) moderating.

    Each of the panelists did an excellent job articulating the specific benefits they seek out in platform deals such as incremental reach, enhanced branding and stronger monetization. They talk about how platform distribution deals work and why advertising is central, the role of data and demographic fit, why producing compelling, premium content is paramount, how they choose to allocate finite resources among various platforms and why scale matters so much, among other topics.

    For anyone considering how to monetize video everywhere, while maintaining a strong O&O presence, the session is really valuable.

    Watch the session video now!

     
Previous | Next