Analysis for 'Podcast'
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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.
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Topics: AT&T, CBS, Leichtman Research Group, Podcast, Viacom
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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.
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Click here to listen to the podcast (21 minutes, 44 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!Topics: Comcast, Podcast, Roku
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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.
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Click here to listen to the podcast (22 minutes, 3 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!Topics: Limelight Networks, Parks Associates, Podcast
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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.
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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.
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Click here to listen to the podcast (20 minutes, 44 seconds)
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Topics: Amazon, Google, Podcast, Twitch
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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?
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Click here to listen to the podcast (21 minutes, 32 seconds)
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Topics: Extreme Reach, Pew, Podcast
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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.
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Click here to listen to the podcast (23 minutes, 52 seconds)
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Topics: Google, Podcast, Sinclair
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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.
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Click here to listen to the podcast (25 minutes, 28 seconds)
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Topics: CuriosityStream, Podcast, YouTube
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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.
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Click here to listen to the podcast (28 minutes, 24 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!Categories: Advertising, Podcasts
Topics: Podcast, VideoNuze 2019 Video Advertising Summit
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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!)
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Click here to listen to the podcast (22 minutes, 8 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!Topics: Podcast
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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!)
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Click here to listen to the podcast (26 minutes, 13 seconds)
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Categories: Advertising, Podcasts
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VideoNuze Podcast #466: Roku is Hitting on All Cylinders
I’m pleased to present the 466th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Roku posted very strong Q1 ’18 results this week, with active accounts surpassing 29 million and streaming hours up 75%. On today’s podcast Colin and I did into all the relevant performance metrics to illustrate Roku’s astounding growth over just the past couple of years. Roku said it now accounts for 1 in 3 smart TV sold in the U.S. eclipsing Samsung for market leadership. With high profile streaming services from Disney, Apple, WarnerMedia and NBCU yet to debut, even more people will be rotating from linear/pay-TV to OTT, which will further benefit Roku.
Like Hulu, Roku finds itself in the industry’s sweet spot, with a large base of users actively consuming, creating a prime opportunity for advertisers to reach cord-cutters.
(Note: Roku’s VP of Global Ad Sales and Marketplace, Alison Levin, will speak at the 9th annual VideoNuze Video Advertising Summit on May 29th in NYC. Register now and save!)
Listen in to learn more!
Click here to listen to the podcast (21 minutes, 35 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!Categories: Advertising, Devices, Podcasts
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VideoNuze Podcast #465: Hulu Is In the Video Industry’s Sweet Spot
I’m pleased to present the 465th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Hulu is in the video industry’s sweet spot. A hybrid ad-supported brand-safe streaming service, now with 28 million subscribers. The best opportunity TV advertisers have to recapture young TV-watching audiences who are the biggest cord-cutters. Disney as its primary owner which itself is all in on streaming, willing to support Hulu’s land grab investments in original programming and marketing. And perhaps the biggest growth driver yet to come: bundling with Disney+ starting later this year.
On this week’s podcast Colin and I talk about all of the above (and a few challenges Hulu still faces).
If you want to learn more about Hulu’s success, come to the 9th annual Video Advertising Summit for my keynote interview with Hulu’s SVP and Head of Ad Sales Peter Naylor!
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Click here to listen to the podcast (24 minutes, 15 seconds)
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Categories: Advertising, Podcasts, Skinny Bundles, SVOD
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VideoNuze Podcast #464: Baby Boomers’ OTT Use Climbs; DirecTV Now Loses Subscribers Again
I’m pleased to present the 464th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
First up this week Colin walks us through Nielsen and YouTube data he’s been analyzing that shows how 50-64 year olds are watching OTT video at a pretty significant level. According to his analysis, this group’s viewing could be at least 60% of the level of 18-34 year olds, which have been the main focus of many observers’ attention.
This adoption ties to our second topic which the Q1 ’19 loss of around 83K subscribers by DirecTV Now. Virtual pay-TV operators have a big opportunity to drive OTT viewing on connected TV devices, and Colin and I surmise these are taking up a bigger share of 50-64 year olds’ viewing which is more focused on long-form entertainment and sports. However the DirecTV Now loss shows that different players are benefiting differently from this shift.
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Click here to listen to the podcast (23 minutes, 37 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!Categories: Podcasts, Skinny Bundles
Topics: AT&T, DirecTV Now, Podcast, YouTube
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VideoNuze Podcast #463: Disney+ Ultra Low Price Will Ripple Through SVOD
I’m pleased to present the 463rd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
The SVOD industry’s dynamics are harder than ever to predict now that Disney+ plans to come to market with a robust content offering priced at just $7 per month. So for example while Netflix reported a strong Q1 ’19, when Colin looks ahead to how Q4 ’19 or Q1 ’20 will shape up for Netflix given omnipresent promotion of Disney+ that’s coming, he sees an adverse impact on domestic subscriber additions.
We discuss how significant the impact could be not just on Netflix but also on Apple TV+ which will come to market in late ’19 too, but have a much less competitive content offering vs. Disney+. A key question is how low must Apple TV+’s price now be to compete?
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Topics: Disney, Netflix, Podcast
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VideoNuze Podcast #462: YouTube TV’s Rate Hike; NABShow Takeaways
I'm pleased to present the 462nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Colin and I both shed a tear this week as YouTube TV raised its rate to $50/month (up $10 for those currently paying $40/month and up $15 for those like Colin and me who were grandfathered at the original $35/month price - a whopping 43% increase).
While Colin says he wasn’t surprised, I actually was. There’s been a huge window for YouTube TV to grab market share as other virtual pay-TV operators raised their rates and/or scaled back promotions. But Google has obviously decided it was done heavily subsidizing YouTube TV. Colin and I discuss the implications of the move and how the “new normal” in virtual operators’ rates will likely reduce cord-cutting.
Then we switch gears with Colin sharing his takeaways from NABShow - focusing on AI, cloud and live.
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Click here to listen to the podcast (23 minutes, 20 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!Categories: Podcasts, Skinny Bundles
Topics: Podcast, YouTube TV
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VideoNuze Podcast #461: FreeWheel Q4’s VMR; Viacom’s OTT Moves
I’m pleased to present the 461st edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
On this week’s podcast we first discuss highlights of FreeWheel’s Q4 2018 Video Marketplace Report. Once again FreeWheel’s data reveals important shift from linear TV to OTT consumption. Then we discuss a number of moves that Viacom is making into OTT, highlighted by its acquisition of Pluto TV. As Colin wrote, in many ways Viacom is on the front line of viewers’ shifts due to its traditional focus on younger audiences.
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Click here to listen to the podcast (22 minutes, 14 seconds)
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Categories: Cable Networks, Podcasts
Topics: FreeWheel, Podcast, Viacom
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VideoNuze Podcast #460: Apple’s Video Initiatives Unlikely to Have a Big Impact Short-Term
I’m pleased to present the 460th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Apple partially pulled back the curtain on its video strategy this past Monday. In today’s podcast Colin and I dig into what Apple revealed, weighing the pros and cons of the strategy.
Apple is checking a bunch of boxes: bolster its TV app to try making it a hub for OTT viewers, enable third-party SVOD/premium TV subscriptions with Apple TV Channels, and tease its Apple TV+ SVOD/originals strategy with a bunch of A-list stars. It’s a start, but Apple is coming to video extremely late and Colin and I agree that all of the above taken together is unlikely to generate a lot of new services revenue in the short term with Apple facing a variety of challenges.
But…Apple has unparalleled user experience DNA, deep pockets, huge flexibility in how it bundles its forthcoming SVOD service with others (i.e. music, games, news) and of course has a massive user base to build from. And Apple is playing the long game, as it must in the new post-iPhone, services-centric era.
With Apple’s SVOD service, Disney+, WarnerMedia and who knows what else set to come to market in the next 6-8 months, it’s going to be a very busy year.
Listen in to learn more!
Click here to listen to the podcast (24 minutes, 44 seconds)
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The VideoNuze podcast is also available in iTunes...subscribe today!
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VideoNuze Podcast #458: DirecTV Now Changes Packaging; Fact-Checking Netflix
I’m pleased to present the 458th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
Earlier this week, DirecTV Now changed its packaging and pricing by introducing 2 new tiers, DirecTV Now Plus and DirecTV Now Max. They are both anchored by HBO, but also lose popular networks from Viacom, Discovery and AMC.
On today’s podcast Colin and I discuss the likely rationale behind the changes and what impact they’ll have. One thing seems clear: given the spectrum of TV networks they carry, Hulu Live TV and YouTube TV are poised to become leaders in the virtual pay-TV industry.
Next, Colin updates us on several statements a Netflix executive made earlier this week that he believes need further clarity. Colin delights in “keeping them honest” and his watchdog role benefits all of us trying to understand industry data.
Listen in to learn more!
Click here to listen to the podcast (24 minutes, 30 seconds)
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Categories: Podcasts, Skinny Bundles, SVOD
Topics: DirecTV Now, Netflix, Podcast
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