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Analysis for 'Podcast'

  • VideoNuze Podcast #534: More Data on Growth of Online Video and Live Streaming

    I’m pleased to present the 534th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.  

    This week Colin and I discuss a number of data points that have hit our radar this week highlighting the growth of online video and live streaming. Among the sources we cite are Limelight, Akamai, FreeWheel, Disney and Ring Digital. Online video continues to supplant traditional TV viewing and this will be on display in ’21 with a series of marquee sporting events that will have huge streaming viewership. Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 22 seconds)



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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.

    Click here to listen to the podcast (21 minutes, 53 seconds)



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  • 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.
     
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  • VideoNuze Podcast #529: Was Disney’s Mulan Successful in PVOD?

    I’m pleased to present the 529th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.  

    This week Colin and I try to scope out whether Disney’s recent PVOD release of Mulan on Disney+ was successful. Disney was looking to both generate PVOD revenues and new Disney+ subscribers. Though it’s hard to discern from available sources exactly what the results were, it seems reasonable to conclude that Mulan wasn’t a home run. But it still seems like the right strategy for Disney to have pursued.

    What does this mean for Disney’s next move in PVOD and PVOD in general as Covid limitations continue? Listen in to learn more.

     
    Click here to listen to the podcast (21 minutes, 28 seconds)



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  • Podcast #528: Local TV Tries for More OTT Viewing

    I’m pleased to present the 528th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all our listeners are staying well. 
     
    On this week’s podcast Colin and I dig into local TV’s dilemma of cord-cutting, flattening over-the-air antenna use and the decline of linear TV generally. All of this has combined to marginalize local TV in the OTT era. But Colin is bullish on a newly launched OTT service called VUit (“view it”) from Syncbak that has 200 locals already involved. We discuss its opportunities and challenges 
     
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    Click here to listen to the podcast on Colin's site (technical issue on VideoNuze being fixed)
     
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  • VideoNuze Podcast #527: Smart TV and CTV Device Updates

    I’m pleased to present the 527th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all our listeners are staying well.

    On today’s podcast Colin and discuss recent research from Conviva about smart TV and connected TV device penetration and usage. Although smart TVs are growing much faster, the CTV devices (or “SSB” streaming sticks and boxes as Colin calls them) account for a much higher percentage of viewing time. We dig into all the reasons for this.

    The device ecosystem remains very complicated for SVOD and AVOD providers to fully keep pace with, which leads to inconsistent user experiences and device obsolescence.

    Reminder: We’ll be doing a deep dive into CTV and smart TV monetization at our CTV Ad Summit - Virtual Event on September 21 and 22, afternoons. Complimentary sign up now and win a chance for a Roku TV living room makeover.

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 26 seconds)



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  • VideoNuze Podcast #526: Disney is Succeeding With Direct to Consumer

    I’m pleased to present the 526th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all our listeners are staying well.

    Disney reported its Q3 ’20 results this week, swinging to a $5 billion loss as the pandemic hit multiple parts of the company. The sole bright spot was direct-to-consumer streaming where Disney now has over 100 million subscribers between Disney+, Hulu and ESPN+. Disney emphasized how critical DTC is to its future and plans to launch Star as an international SVOD brand while Hulu will remain a domestic brand.

    On today’s podcast Colin and I discuss the remarkable pivot Disney has made toward DTC in just the past couple of years, and what’s ahead. We’re enthusiastic about the premium opportunities Disney has, starting with the “Mulan” PVOD option coming soon, as Disney+ begins to look more like a membership with various exclusive offers.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 28 seconds)



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  • VideoNuze Podcast #525: Comcast Focuses On Broadband

    I’m pleased to present the 525th 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.

    This week Colin and I discuss Comcast’s Q2 ’20 earnings, which underscored how critical broadband is becoming to the company, with video further receding. Comcast has stated its broadband focus for a while now, but the pandemic is accelerating the impact on the company’s financials. In Q2 broadband subscriber gains were at a record high, as cord-cutting took a toll on video subscribers and NBCUniversal. The percentage of subscribers to a single Comcast service (broadband) are up significantly.

    Comcast’s broadband focus means that both Peacock and Flex, its streaming media player, are critical pieces for leveraging broadband subscribers into OTT services, advertising and devices. This is prompting Comcast to offer 3rd party video services, like Sling TV, for the first time. Comcast’s transformation is part of larger changes in the industry toward OTT and CTV that every company is now pursuing.

    (Separate, Colin also describes an interesting webinar series he’ll be hosting starting August 10th, “The Psychology of the Subscriber” which will probe the consumer’s decision-making process when signing up for SVOD services. Registration is free.)

    Listen in to learn more!
     
    Click here to listen to the podcast (23 minutes, 41 seconds)



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  • VideoNuze Podcast #524: Big Ad Growth Ahead for AVOD as TV Declines

    I’m pleased to present the 524th 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.

    With the pandemic accelerating a shift from linear TV, sports and pay-TV, AVOD is poised for significant growth in both viewership and ad revenues. Earlier this week, MoffettNathanson forecast AVOD growing from $3 billion in 2019 to $14 billion in 2024, compensating for most of the $14 billion decline in traditional TV ad revenues expected over that same time period.

    On this week’s podcast Colin and I dig into all the factors behind AVOD’s rise and these coming changes.

    Listen in to learn more!
     
    Click here to listen to the podcast (22 minutes, 37 seconds)



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  • VideoNuze Podcast #521: Understanding YouTube TV’s Aggressive Rate Increase

    I’m pleased to present the 521st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. Colin and I wish all of our listeners a safe and healthy July 4th weekend.

    YouTube TV raised its price 30% this week, from $50 per month to $65 per month. On today’s podcast Colin and I explore what’s behind the increase and what its likely impact will be.

    From my standpoint, the increase says a lot about how bullish Google now is about using YouTube itself to reach coveted TV ad buyers. That’s due not only to YouTube’s improving content quality but to the adoption of connected TVs as a primary way to consume YouTube content. This dynamic makes YouTube TV less strategic for Google, and therefore diminishes its willingness to subsidize monthly losses.

    Meanwhile Colin sees YouTube TV falling into the “big bundle” trap of adding more networks and continually raising rates, that has led to record cord-cutting among traditional providers.

    Listen in to learn more!

    (As a side note, Colin is participating in an interesting webinar next week on pay-TV providers can help SVOD and AVOD services to succeed. Free registration)
     
    Click here to listen to the podcast (22 minutes, 39 seconds)



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  • VideoNuze Podcast #519: Market Momentum Ahead of IAB’s NewFronts

    I’m pleased to present the 519th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all of our listeners are staying safe and healthy.

    The IAB NewFronts are next week and over two dozen different companies will be presenting. There is a ton of market momentum going into the NewFronts, with the pandemic having shifted viewership to both SVOD and AVOD services. Advertisers are taking note and per a new IAB survey, 59% of ad buyers are planning to increase connected TV ad spending in the second half of 2020, by 25% or more.

    Colin and I discuss this and other recent data supporting why OTT and CTV advertising are poised to benefit going forward.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 36 seconds)



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  • VideoNuze Podcast #518: Changing SVOD Viewership Patterns

    I’m pleased to present the 518th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all of our listeners are staying safe and healthy.

    This week Colin and I dig into a range of different data and forecasts about changing SVOD viewership patterns as the pandemic continues. These include data about co-viewing from Nielsen and average viewing minutes for major SVOD services from 7Park.

    We also highlight new survey data from Magid how sports fans may shift from SVOD when sports returns. Finally we touch on a new forecast from MoffettNathanson that U.S. pay-TV subscribers will drop by 22 million by 2024, with SVOD benefiting.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 37 seconds)
     


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  • VideoNuze Podcast #517: Virtual Linear Channels Mean More Gains Ahead for Connected TV

    I’m pleased to present the 517th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. As always, we hope our listeners are staying well.

    This week Colin and I discuss how new “virtual linear” channels will translate into more viewer engagement and advertising in connected TV. We start the discussion reviewing new data from Innovid and Pixalate showing healthy gains in both CTV ad impressions and programmatic spending.

    Adding to the momentum will be virtual channels, which are essentially on-demand playlists of themed programming. Many CTV platforms are adding these free, ad-supported channels. Colin points out a new partnership between Endemol Shine and Vizio for four unscripted virtual channels. Roku was also in the news this week, launching 40 virtual channels with various programming partners. Virtual channels are also a key feature for Peacock. Colin and I expect the trend to gain momentum. 

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 51 seconds)



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  • VideoNuze Podcast #516: HBO Max Launches; Why is Support From Roku and Fire TV Missing?

    I’m pleased to present the 516th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. As always, we hope our listeners are staying well.

    After much anticipation HBO Max has launched and we share our initial observations on the app and content. Colin is especially impressed with the recommendation feature, which reportedly mixes algorithms and human curation. Even with its massive content library, HBO Max at $15 per month is at the high end of the market which should slightly limit its appeal.

    A far bigger limiter is that neither Roku nor Amazon Fire TV are supporting HBO Max. Colin and I dig into what’s behind the conflict. Colin believes all the companies are seeking control over the user experience and the accompanying revenue and usage insights. In particular Amazon has around 5 million HBO Now subscribers through its Channels program that it is reluctant to see transition to HBO Max directly.

    Listen in to learn more!

     
    Click here to listen to the podcast (25 minutes, 4 seconds)



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  • VideoNuze Podcast #515: TV Viewing Trends During the Pandemic

    I’m pleased to present the 515th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. As always, we hope our listeners are staying well.

    This week Colin shares some of his thoughts about recent viewership data from Alphonso, which he believes might suggest OTT services’ lack of new original content may be leading to a decline in viewing, following the initial March surge. Colin also observes that local TV viewership appears unchanged which is likely due to the ongoing strength of local news.

    Finally, we discuss YouTube Select, which is YouTube’s new initiative to gain a bigger share of TV ad dollars by expanding its range of brand safe curated content viewed on TVs.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 50 seconds)



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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.

    Listen in to learn more!

     
    Click here to listen to the podcast (24 minutes, 45 seconds)



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  • VideoNuze Podcast #513: Viewers Accessing More Video Services

    I’m pleased to present the 513th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all of our listeners are staying safe as we continue to weather the pandemic.

    Stay-at-home guidelines continue to drive both SVOD and ad-supported viewing, and on this week’s podcast we discuss new research from Hub Entertainment Research detailing both (more here and here). Overall Hub found that the average number of TV services per viewer rose to 4.8 in April, 2020, from 3 services 2 years ago.

    While Netflix remains by far the most popular SVOD service, Amazon, Disney+ and Hulu have all gained. We dig into more of the numbers as well as other research released in the past week that paints a fuller picture of how viewership has changed in the past couple of months.

    Listen in to learn more!

     
    Click here to listen to the podcast (21 minutes, 1 second)



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  • VideoNuze Podcast #512: PVOD Focus Accelerates With Pandemic

    I’m pleased to present the 512th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all of our listeners are staying safe and doing well.

    On this week’s podcast Colin and I look at what’s ahead for premium video on demand (PVOD), whereby movies are released direct to consumer, preempting the theatrical window. PVOD has been a contentious topic and with theaters currently closed due to the pandemic PVOD’s appeal has accelerated.

    PVOD was in the news earlier this week as the Wall Street Journal wrote how Universal Pictures’ PVOD release of “Trolls World Tour” generated 5 million rentals at $20 apiece. That yielded a split to Universal that was on par with 5 months of theatrical release revenue for the first “Trolls’ movie, underscoring PVOD’s profit potential for studios.

    The article triggered pushback from executives at leading theater chains who are justifiably nervous about PVOD eating into their  windows. Colin and I dig into the pros and cons of PVOD and what’s likely ahead as stay at home orders slowly lift.

    Listen in to learn more!

     
    Click here to listen to the podcast (22 minutes, 34 seconds)



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  • VideoNuze Podcast #511: Netflix is On a Roll

    I’m pleased to present the 511th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We wish all of our listeners good health and hope everyone is staying safe.

    Earlier this week, Netflix reported an unexpectedly large gain in global subscribers for Q1 ’20, which management attributed to the shelter-at-home situation. On today’s podcast Colin and I discuss how Netflix has uniquely benefited from shifting viewership and also how it will continue to do so in Q2 and likely during the second half of the year.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 13 seconds)



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  • VideoNuze Podcast #510: Lots of Options for Free Premium Content

    I’m pleased to present the 510th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We’re keeping all of our listeners in mind and hoping everyone is staying well and healthy.

    On this week’s podcast we discuss the many options available these days to access free TV and movies, as I've written previously. Some companies are being especially consumer-friendly and aggressive with their promotions. Sling TV is notable to us, and their latest “Happy Hour Across America” looks appealing for a number of reasons. But there’s lots more, with special offers from HBO, Amazon, Roku, Noggin, Apple TV, Peacock and others. We dig into all of these and what changes they could drive in the industry.

    Listen in to learn more!

     
    Click here to listen to the podcast (23 minutes, 32 seconds)
     


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