Analysis for 'Podcast'
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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.
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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.)
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Categories: Broadband ISPs, Podcasts
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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.
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Click here to listen to the podcast (22 minutes, 37 seconds)
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Topics: MoffettNathanson LLC, Podcast
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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.
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(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)
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Topics: Podcast, YouTube TV
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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.
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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.
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Topics: 7Park Data, Magid, MoffettNathanson LLC, Nielsen, Podcast
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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.
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Click here to listen to the podcast (21 minutes, 51 seconds)
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Categories: Advertising, Devices, Podcasts
Topics: Endemol, Innovid, Podcast, Roku, Vizio
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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.
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Categories: Devices, Podcasts, SVOD
Topics: Fire TV, HBO Max, Podcast, Roku
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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.
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Topics: Podcast
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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.
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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.
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Categories: Podcasts
Topics: Hub Research, Podcast
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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.
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Categories: FIlms, Podcasts, Video On Demand
Topics: Podcast, Universal Pictures
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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.
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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.
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VideoNuze Podcast #509: Disney+ Soars, Quibi’s Challenges
I’m pleased to present the 509th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We wish all our listeners well and hope that everyone is staying healthy.
First up this week, we discuss the success of Disney+ which now has 50 million paid subscribers, less than 5 months since launch. Both Colin and are impressed with the growth, which has been remarkably steady on an average daily basis. Disney+ is clearly way ahead of its forecast of 60-90 million subscribers in September, 2024. Colin thinks there may have been an “under-promise, over-deliver” approach in forecasting. Regardless, Disney+ looks like it’s in a strong position.
We then turn our attention to Quibi, which launched earlier this week. We both like the app and think it’s quite functional. We also recognize that we’re not in the target audience, so the content isn’t necessarily for us. The big issues are that Quibi needs to be on connected TVs to give viewers more flexibility, and also a tier of free content (past the 90-day trial), to serve as an on-ramp for subscriber acquisition. Quibi is competing against an abundance of free alternatives; while it will get many trial sign-ups, conversion to paid will be the key challenge.
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Categories: Mobile Video, Podcasts, SVOD
Topics: Disney, Podcast, Quibi
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VideoNuze Podcast #508: Virus Keeps Changing Viewing and Monetization
I’m pleased to present the 508th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. We hope all of our listeners are staying well and we urge everyone to take all precautions possible.
In this week’s podcast, we focus on how the virus and stay at home guidelines are continuing to change viewership and monetization. First up we review Conviva data that shows a huge uptick in daytime viewing. Colin shares Nielsen data that Netflix recently accounted for 29% of video streaming on TVs and 9 out of the top 10 most viewed streaming shows.
Colin likes Sling TV's “Stay in & SLING” initiative, which seems like a smart on-ramp to get viewers engaged with free VOD content. HBO’s decision to make 500 hours of its classic TV programs and Warner Bros. movies available for free is in line with this thinking and a great promotion for HBO Max. We agree that Quibi could also benefit from a free tier of content, beyond the 90-day trial it is offering at launch.
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Topics: Conviva, Netflix, Nielsen, Podcast, Sling TV
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VideoNuze Podcast #507: Virus Brings New Realities
I’m pleased to present the 507th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
First, we hope all of our listeners are staying well. The virus has brought many new realities to our daily lives and also to the video industry. As a quick side note, please check out the Coronavirus Video Research Hub I launched yesterday to help all of us better track relevant data and insights being released by many leading companies.
On today’s podcast, we dig into some of this research. Colin discusses data from Hub Entertainment showing how much more time viewers are spending with services like Disney Plus, Netflix and Hulu. Colin wonders how sustainable the trend is for Disney Plus though given the production stoppages and lack of new marquee content. There are broader questions about SVOD adoption/churn in this era of belt-tightening.
An area of continued interest for me is what sports fans are doing with their time given the suspension of live sports and also where associated ad spending is moving. New research from Altman Vilandrie & Co. indicates that “reading” and “watching non-sports on TV” were the 2 activities most cited by sports fans as their preferred activity.
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Topics: Coronavirus, Podcast
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VideoNuze Podcast #506: Virus Viewing Spike Could Benefit AVOD
I’m pleased to present the 506th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia. It's a difficult time for everyone these days with the virus and we hope all our listeners are staying well.
On this week’s podcast we discuss how the spike in virus-driven streaming will benefit advertising-supported VOD services. There is still a lot of uncertainty about the extent of the benefit; mainly I believe the question is whether there is enough advertiser demand to meet the soaring supply of inventory.
Answering this question leads back to how billions of ad spending intended for live sports will be reallocated. Based on discussions I’ve been having with industry leaders, these allocation decisions are currently taking place. But some categories like travel and entertainment are now dark. Can others pick up enough slack?
We also spend a little time exploring the virus’s impact on SVOD. We are both modestly optimistic, but believe that there are numerous reasons even the stay at home spike won’t ultimately benefit SVOD. We also touch on the impact on pay-TV, which is even murkier given the lack of live sports.
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Topics: Podcast
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VideoNuze Podcast #505: PGA Tour and ESPN Negotiators Belong on Mt. Olympus
I’m pleased to present the 505th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
First up this week we discuss the PGA Tour’s $6.3 billion, nine-year rights deal announced this week with CBS, NBC/Golf Channel and ESPN+. The deal will reportedly generate $700 million in fees, up 75% from the current deal’s $400 million. Anyone looking to me to explain how the PGA managed to get this increase, despite so many factors that should have given the TV networks leverage, is going to be disappointed. I just don’t get it, but as a golf fan, it’s still lots of fun to talk about.
One thing is for certain - with the bulk of the new money going to the Tour’s players, the 2020s are going to be a very good period for them. As is to give a sneak preview, when this weekend’s PLAYERS Championship was cancelled after round 1 yesterday, half the purse of $15 million was divided evenly among the field of 144 players. So each player got $52,083, irrespective of how they played in round one. So if average round lasts 4 hours then they earned $13,020 per hour. Or if they shot par 72 they received $723 per shot (including gimme putts). Life is good.
ESPN+ popped up as the streaming partner in the new PGA deal, which provided a good opportunity for Colin to explain the remarkable turnaround Disney has effected with the network. ESPN is now in 98.1 million U.S. homes vs. 98.5 million in 2013. After dipping to 89.7 million in 2017, ESPN successfully negotiated its way onto all major virtual pay-TV operators’ lineups (8.9 million). And it cleverly bundled ESPN+ with Disney+ and Hulu (another 7.5 million) creating significant DTC optionality down the road.
Reviewing the new PGA deal and ESPN’s bounce back, we believe executives for both entities deserve to be on the Mount Olympus of media negotiators.
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Categories: Cable Networks, Podcasts, Sports
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VideoNuze Podcast #504: Is Linear TV Dying, Dead, or Just Changing?
I’m pleased to present the 504th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
On this week’s podcast, Colin and I dig into the question of whether linear TV is dying, dead or just changing? The narrative around conventional linear entertainment TV networks contracting is hard to argue with, especially for younger viewers moving to OTT. However, sports and news continue to do pretty well. And then there are newer types of linear TV experiences, like those from Jukin Media, that are finding new ways to serve linear audiences.
Colin views Jukin, Xumo, Pluto and other OTT services that offer linear TV options as capitalizing on the “more things change, the more they stay the same” motto In other words, even as people embrace new on-demand options they still value linear TV at certain moments. Colin then discusses how these trends merge with pay-TV operators who are eager to reduce programming expenses. He highlights free, ad-supported Zone.tv, whose 13 “linear-like” channels became available to Cox’s Contour subscribers this week.
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Click here to listen to the podcast (24 minutes, 21 seconds)
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Categories: Broadcasters, Cable Networks, Podcasts
Topics: Jukin Media, Podcast, ZoneTV
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