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Analysis for 'Podcast'

  • VideoNuze Podcast #487: Digging Into Netflix’s Path Forward

    I’m pleased to present the 487th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Netflix reported its Q3 ’19 results this week, the last quarter before the onslaught of new SVOD competition begins from Disney+, Apple TV+, HBO Max and Peacock, among others.

    In this week’s podcast Colin and I discuss the Q3 results, which were strong internationally and decent in the U.S. (better than Q2 ’19, but still well down from Q2 ’18 and below Netflix’s own forecast). But we focus mainly on where things go from here.

    We agree that the days of Netflix’s robust U.S. growth are almost certainly over. But we also think Netflix’s content remains highly competitive and international could continue expanding strongly in the short-term, depending on how quickly Disney+ rolls out to other geographies. In short, there is a lot of uncertainty given all the new choices coming to market.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 39 seconds)



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  • VideoNuze Podcast #486: Hulu Enables Downloads; Disney-Amazon Clash

    I’m pleased to present the 486th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Colin and I were both excited to see Hulu launch a mobile video downloading feature this week. Hulu had teased the feature over a year ago. As Colin notes though, because it’s only available with the Hulu (No Ads) service and only on iOS devices, just around 15% of Hulu’s overall subscribers will gain access to downloading (at least for now).

    We then discuss reports that Disney doesn’t yet have an agreement with Amazon for its forthcoming Disney+ service to be included in Fire TV devices. The deal is held up due to Amazon’s attempt to wrangle more ad inventory in Disney’s other apps. The situation is typical of the complex and sometimes competitive relationships between big media and technology companies today.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 25 seconds)



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  • VideoNuze Podcast #485: Research Shows Relationship Between Sports and Pay-TV

    I’m pleased to present the 485th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we discuss highlights of a recently released sports and news consumer survey conducted by consulting firm Altman Vilandrie & Company. Catching our attention was how well virtual pay-TV operators are doing with regular sports viewers. This reflects how much emphasis vMVPDs have put on adding sports networks to their packages (and also indicates why their prices are rising).

    There was a lot of other interesting data related to sports and news consumption by age, type of sports, different services and more in the survey.

    If you’d like to learn more about the full survey results, contact Matt Del Percio at Altman Vilandrie & Company.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 8 seconds)
     


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  • VideoNuze Podcast #484: New Industry Data on Connected TVs and Cord-Cutting

    I’m pleased to present the 484th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we discuss newly released industry data from FreeWheel’s Q2 ’19 Video Marketplace Report, Roku’s Cord-Cutting 2019 study and Manatt-Vorhaus Advisors Digital Strategy study.

    Each contains insights about the video industry and fast-changing viewer behaviors. In particular, we focus on the dominance of connected TVs in video ad views, new trends in cord-cutting and the rising usage of smartphones among younger audiences.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 36 seconds)



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  • VideoNuze Podcast #483: Top Takeaways from IBC

    I’m pleased to present the 483rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Colin was attending IBC show in Amsterdam and on this week’s podcast, he shares his key takeaways from the show related to multiple CDN management, data, artificial intelligence and machine learning for business optimization. Colin also touches on a few emerging technology solutions he saw that could have a big impact on the industry’s future.  

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 8 seconds)



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  • VideoNuze Podcast #482: Assessing Apple TV+; TiVo Report Shows Shifting Behaviors

    I’m pleased to present the 482nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week Colin and I assess the prospects for Apple TV+, now that we know the full details of pricing, promotion, devices and content. I really like how Apple TV+ is being bundled for free for a year for Apple device buyers as an easy on ramp to give the service a try. Colin agrees, but cautions that absent Android support, Apple TV+ remains mainly an effort to bolster the Apple ecosystem, not close to a full competitor to other SVOD services.

    Colin then shares key data from TiVo’s latest Video Trends report, which finds the video market’s competition continuing to intensify. Free, ad-supported services like Pluto TV and Tubi are growing strongly, TV networks’ sites are slipping and surprisingly, virtual MVPDs appear to be losing some viewership.  

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 37 seconds)



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  • VideoNuze Podcast #481: Viewers Move to Online Sources as Default

    I’m pleased to present the 481st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we explore research from Hub Entertainment which found viewers are now almost equally split between using pay-TV and an online source as their default way to watch TV. It’s a meaningful change from just a year ago and is still further evidence of how much viewers’ behaviors are changing.

    Still more change is coming soon as Disney+ comes to market, and we discuss new UBS research which found the service already has very high levels of awareness and intended interest. As Disney+ audience builds this could also impact the incumbents’ status as the default.

    Listen in to learn more!

     
    Click here to listen to the podcast (18 minutes, 43 seconds)



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  • VideoNuze Podcast #480: Stakes Keep Increasing for Apple’s Original Programming as Transactional Video Declines

    I’m pleased to present the 480th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    The stakes keep increasing for Apple’s original programming, as the company has reportedly upped its commitment to the initiative to $6 billion. As Colin and I discuss, the company is likely starting to realize just how much it will take to put its Apple TV+ SVOD service on the map. Colin suggests a studio acquisition may even be essential, and suggests possibly Sony Pictures.

    All this is unfolding against a rapidly declining transactional video market, in which Apple has been a key player, with consumer behavior moving to subscriptions.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 5 seconds)
     


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  • VideoNuze Podcast #479: Pay-TV’s Q2 Subscriber Losses; Viacom-CBS Upside

    I’m pleased to present the 479th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Q2 was a very tough quarter for pay-TV operators, with cord-cutting soaring to a record level. This week we dive into the numbers and discuss why things have changed so dramatically since Q2 ’18. Then we transition to the Viacom-CBS deal, which was formally announced this week. Colin sees substantial upside, leveraging Pluto TV, which Viacom acquired earlier this year.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 20 seconds)
     


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  • VideoNuze Podcast #478: Roku’s Momentum; Industry Data Supports CTVs

    I’m pleased to present the 478th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    We lead off this week discussing Roku’s strong Q2 ’19 results, including a 36% increase in player unit sales, which the company said was the highest in the growth in the past nine quarters. The results bucked industry research from Parks that Colin and I were just expressing surprise at on last week's podcast, which said streaming media player sales were leveling off. On top of brisk player sales, Roku continues to dramatically expand its platform revenues, which include ad sales and OS licensing.

    Data from Conviva and Pixability this week provides additional evidence of connected TV’s rising viewing share. Finally this week, we explore the dynamics behind a recent Comcast Spotlight report showing TV usage increasing.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 44 seconds)



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  • VideoNuze Podcast #477: Reviewing New Industry Data on Streaming Devices and Consumption

    I’m pleased to present the 477th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Colin and I were both following new industry data out this week. First, Parks Associates shared insights on the streaming media player market, which surprised both of us as having essentially flatlined since last year, with Roku and Amazon now having 70% combined market share. By contrast, Colin notes that recent comScore data showed smart TV sales continuing to grow strongly.

    Then we shift to reviewing data from a new global survey released by Limelight Networks, showing the U.S. leading 8 other countries with 42% daily streaming and downloading activity. The survey also revealed that nearly 82% of 26-35 year old respondents are streaming or downloading on a weekly basis.

    We also provide a little commentary upfront on AT&T’s plan to drop the DirecTV Now name, since we just speculated on AT&T’s video plans on last week’s podcast.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 3 seconds)



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  • VideoNuze Podcast #476: Can AT&T Put Its Video Puzzle Pieces Together?

    I’m pleased to present the 476th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    AT&T had a tough Q2 in video, with a losses of 778K traditional subscribers (DirecTV plus U-verse) and 168K DirecTV Now subscribers. In today’s podcast we discuss AT&T’s road forward from here in video which rests on 3 pillars: traditional DirecTV and AT&T TV and HBO Max, neither of which has launched yet. In the podcast we discuss the  pros and cons of each and what impact they’ll likely have in the market.

    In short, AT&T has lots of strong video assets but it’s not quite clear how the puzzle pieces will be put together to create competitive differentiation. What is certain though is that with loss of nearly a million video subscribers in Q2 and a huge debt load to reduce, there is significant urgency for AT&T to figure it all out.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 58 seconds)



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  • VideoNuze Podcast #475: Is Netflix’s Q2 ’19 Subscriber Slowdown a Short-Term Blip or Start of a Long-Term Trend?

    I’m pleased to present the 475th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Was Netflix’s Q2 ’19 subscriber slowdown a short-term blip or the start of a long-term trend? This is the question Colin and I dig into on this week’s podcast.

    This week Netflix reported its first-ever domestic streaming subscriber loss, dropping 130K paid subscribers to end the quarter with 60.1 million paid subscribers. The loss compared with a forecasted gain of 300K and a gain of 870K a year ago in Q2 ’18. And internationally, Netflix gained 2.83 million paid subscribers to end the quarter with 91.5 million subscribers, compared with a forecasted gain of 4.7 million and a gain of 4.6 million a year ago in Q2 ’18. So all in, Netflix’s global subscriber gain dropped roughly in half, from 5.45 million in Q2 ’18 to 2.7 million in Q2 ’19.

    Netflix blamed a weak Q2 content slate and to a lesser extent price increases in the U.S. and expects Q3 to return to typical growth. But Colin and I note new SVOD dynamics ahead that could scramble things such as the loss of key content like “Friends” and “The Office,” strong entrants like Disney+ and HBO Max. It’s hard to tell how it all shakes out just yet.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 4 seconds)



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  • VideoNuze Podcast #474: Amazon Keeps Pursuing Video in Creative Ways

    I’m pleased to present the 474th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    First up this week Colin and I discuss the “detente” that Amazon and Google seem to have achieved, announcing earlier this week that the Prime Video and YouTube apps will be supported on each other’s CTV devices. That’s good news for viewers who have had incomplete experiences.

    Then Colin describes a new service Amazon’s Twitch has launched called Twitch Prime. Colin sees it as another opportunity for Amazon to drive value back to the Prime service and even create new Prime subscribers. Last, Colin shares some new data illustrating that even though Prime Video has made progress in video, its original programming is still not at Netflix’s level.

    Listen in to learn more!

     
    Click here to listen to the podcast (20 minutes, 44 seconds)
     


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  • VideoNuze Podcast #473: How Connected TV and Mobile Video Can Coexist

    I’m pleased to present the 473rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    Connected TV is one of the hottest trends in the video industry today. So is mobile video, and with 5G rolling out and mobile-first services like Quibi launching, mobile is going to get even more attention.

    But there is some conflicting data which Colin and I discuss this week. For example, a report from Extreme Reach this week showed that CTVs’ share of video ad impressions has grown to 49%, partly at mobile’s expense, and that 30-second ads which are CTV-friendly, now account for 69% of video ad impressions. Yet Colin shares Pew data that at least 17% of smartphone users now don’t even have a wired broadband connection, which likely means CTV isn’t meaningful to them. How can CTV and mobile  coexist and how should content providers be thinking about these trends?

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 32 seconds)



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  • VideoNuze Podcast #471: Local Broadcasting’s Video Opportunity; Ad-Supported Originals

    I’m pleased to present the 471st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    On this week’s podcast we first discuss local broadcasting’s video opportunity. Colin provides updates on an interview he did about Google News Initiative’s role. Then he shares a few takeaways from a panel he did, highlighting the new Sinclair OTT service Stirr. More broadly we explore how the combination of connected TV, longer engagement time and better monetization is laying the foundation for ad-supported original programming.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 52 seconds)



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  • VideoNuze Podcast #470: CuriosityStream’s Opportunity; YouTube’s Challenges

    I’m pleased to present the 470th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week we start with Colin sharing his views on CuriosityStream’s market opportunity. Colin had several takeaways after listening to a podcast with company founder John Hendricks describing the addressable universe streaming is creating and how CuriosityStream is capitalizing. We also discuss challenges CuriosityStream and other DTC streaming services face.

    Speaking of challenges, we then shift to focus on YouTube’s latest policies meant to combat hate and conspiracy speech, plus predatory behavior towards kids on its platform. Colin and I agree YouTube is engaged in an ongoing game of whack-a-mole trying to control what content runs on its platform, while also trying to respect freedom of speech. It’s an extremely hard balance to achieve. Now regulators around the world are stepping up their pressure to address the situation.

    Listen in to learn more!

     
    Click here to listen to the podcast (25 minutes, 28 seconds)



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  • VideoNuze Podcast #469: Initial Takeaways from Video Ad Summit

    I’m pleased to present the 469th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This past Wednesday was VideoNuze’s 9th annual Video Advertising Summit in NYC, and on today’s podcast Colin and I share a few of our initial takeaways (all the session videos will be posted over the next couple of weeks).

    A highlight of the day was the keynote interview I did with Hulu’s SVP and Head of Ad Sales Peter Naylor, who started by noting the incredible evolution Hulu has experienced in 11 short years: from 100% free to 100% paid, from 100% desktop viewing to over 80% connected TV viewing. Peter said the majority of Hulu’s 83 million monthly viewers are in an ad-supported service. Focusing on being “viewer-first” has been critical: capping ad pods at 90 seconds, minimizing intrusiveness, introducing new formats have all played a role. (More on this session when I post the video)

    Overall, Colin and I observed lots of enthusiasm for ad-supported OTT, with many speakers sharing that ad buyers and agencies are recognizing that especially to reach 18-34 year-olds, it’s essential to shift some spending to streaming. Mark Zagorski, CEO of Telaria, framed things well in his presentation: each of us will have a “portfolio of viewing” - paying for a handful of services, but  accessing many more which are free and ad-supported.

    While brand safety, measurement and other considerations are still restraining some buyers, others, especially direct-to-consumer brands (e.g. Peloton, Caspar, etc.) are embracing streaming for its targeting and advanced attribution.

    Lots more to come as I post the individual session videos.

    Listen in to learn more!

     
    Click here to listen to the podcast (28 minutes, 24 seconds)



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  • VideoNuze Podcast #468: How Many Streaming Video Services Will Viewers Ultimately Use?

    I’m pleased to present the 468th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    How many streaming video services will viewers ultimately use? This is a pressing long-term question for all video services, whether subscription, ad-supported or a hybrid - especially those that are late entrants like Disney+, Apple TV+, WarnerMedia and others.

    This week Colin and I explore this question, focusing on variables such as viewers’ willingness to pay, the explosion in original programming choices and the recent growth of free ad-supported services. New data from Hub Research this week indicates many viewers already feel overloaded with choices and unwilling to pay for new services without dropping existing ones.

    What all this means for the economics of SVOD and ad-supported services is a huge unknown.

    (Reminder the 9th annual VideoNuze Video Advertising Summit is next Wednesday, May 29th in NYC. Register now!)

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 8 seconds)



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  • VideoNuze Podcast #467: Brand Safety in Focus at Upfronts

    I’m pleased to present the 467th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

    This week the major TV networks presented to advertisers in the annual upfronts ritual. Among the key benefits being conveyed was brand safety; unlike digital platforms, TV networks are controlled and curated so only premium content is carried. Despite networks’ declining linear audiences, in the current chaotic environment, there’s reassurance in brand safety.

    With YouTube, Facebook and others playing whack-a-mole to regularly tamp down controversial videos, advertisers face a dilemma of taking risks with digital platforms to target coveted younger audiences, or stay safe with network TV. For example, a recent Reuters article cited research that of 240 brands, 46% reduced their YouTube spending year over year, instead shifting some spending to networks' online properties. Colin and I discuss the complexities.

    (Note: Brand safety will be a critical topic at the 9th annual VideoNuze Video Advertising Summit coming up on May 29th in NYC. Register now!)

    Listen in to learn more!

     
    Click here to listen to the podcast (26 minutes, 13 seconds)



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