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VideoNuze Report Podcast #99 - May 20, 2011
I'm pleased to present the 99th edition of the VideoNuze Report podcast, for May 20, 2011.
In this week's podcast, Daisy Whitney and I discuss the new "Bud United Presents: The Big Time" contest which was announced earlier this week. The contest resonated with me because it really showed how brands can take full control by leveraging social media and online video. Daisy and I discuss the implications and what it might mean for other brands. Listen in to learn more.
Click here to listen to the podcast (8 minutes, 39 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Podcasts
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VideoNuze Report Podcast #98 - May 5, 2011
I'm pleased to present the 98th edition of the VideoNuze Report podcast, for May 5, 2011.
In this week's podcast, Daisy Whitney and I discuss YouTube's forecast that by 2015, 50% of video ads will include cost-per-view video, which I wrote about earlier this week. If the forecast pans out, it would cause a huge transformation in the way the online video ad market works, since virtually all of today's in-stream video ads don't have any performance aspect.
As we discuss, the move isn't that surprising, as it attempts to re-shape the video ad market to look more like the search advertising market, which Google dominates. By aligning engagement with advertiser payments, there's clearly more efficiency. But it would be a radical departure from the way TV advertising has traditionally been bought, so it would take a concerted effort by brands and agencies to adapt to the model. Listen in to learn more.
Click here to listen to the podcast (13 minutes, 18 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Podcasts
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VideoNuze Report Podcast #97 - Apr. 29, 2011
I'm pleased to present the 97th edition of the VideoNuze Report podcast, for April 29, 2011.
In this week's podcast, Daisy Whitney and I discuss Netflix's robust Q1 '11 results announced earlier this week. Netflix added 3.6 million subscribers in Q1, which is almost double the 1.7 million subscribers it added a year earlier in Q1 '10. Of the total, 3.3 million were in the U.S. bringing Netflix to a virtual tie with Comcast at 22.8 million subscribers (though as I always note, Comcast generates at least 5-6 times as much revenue per video subscriber as does Netflix). Still, with the Q1 growth, Netflix has grown by over 12 million subscribers in the past 6 quarters, an amazing stretch by any measure.
In the podcast we also discuss the more conciliatory tone Netflix struck toward the pay-TV industry, with CEO Reed Hastings going out of his way to tamp down concerns about imminent cord-cutting. We also comment on how Netflix appears to be adopting Apple's approach to under-promising and over-delivering quarterly results.
Click here to listen to the podcast (12 minutes, 53 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
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VideoNuze Report Podcast #96 - Apr. 22, 2011
I'm pleased to present the 96th edition of the VideoNuze Report podcast, for April 22, 2011.
In this week's podcast, Daisy Whitney and I discuss 2 new video ads that I recently wrote about, the Desperados Tequila Flavored Beer ad on YouTube, and the Evian "Baby Inside" ad. I thought they were both highly creative and offered great opportunities for viewers to become involved. On the other hand, Daisy did not like either one, the Desperados ad because it required too many actions, and the Evian ad because she's averse to the images of adult heads on babies' bodies. As Daisy explains, often she just wants to enjoy ads as entertainment, rather than be required to act.
Daisy draws an interesting distinction between "interactivity" and "engagement," two concepts that are often used interchangeably. But as Daisy points out, many ads incite deep engagement while not requiring any interactivity. I can relate to the point as I found myself very engaged with "The Force" Super Bowl ad from Volkswagen, though it didn't include any interactivity. The larger point is that even though opportunities now abound for brands to immerse users in online experiences, more than ever they need to strike the right balance between pure entertainment vs. requiring to users to act.
Click here to listen to the podcast (12 minutes, 20 seconds)
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Categories: Advertising, Podcasts
Topics: Desperados Tequila Flavored Beer, Evian, Podcast, YouTube
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VideoNuze Report Podcast #95 - Apr. 15, 2011
I'm pleased to present the 95th edition of the VideoNuze Report podcast, for April 15, 2011.
In this week's podcast, Daisy Whitney and I chat informally about our observations from this week's Ad:Tech conference (where Daisy was) and the NAB Show (where I was). We discuss key sessions and speakers we attended, takeaways, news highlights and more.
(Apologies for the choppy edit job toward the end, I'm still mastering Garage Band!)
Click here to listen to the podcast (11 minutes, 25 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts
Topics: Ad:Tech, NAB Show, Podcast
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VideoNuze Report Podcast #94 - Apr. 8, 2011
I'm pleased to present the 94th edition of the VideoNuze Report podcast, for April 8, 2011.
In this week's podcast, Daisy Whitney and I discuss Q1 '11 financings and M&A for online/mobile video companies. In Monday's post I wrote that at least $477 million was raised in Q1, which is a new record quarter since I began tracking activity 2 years ago. I break down the numbers and Daisy and I discuss what they mean.
Then I add a little more detail to my post from yesterday announcing the first 8 charter partners and 2 keynote speakers for ELEVATE: Online Video Advertising Summit on Tues., June 7th in NYC. The conference is really shaping up and there will be lots of additional news in the coming weeks.
Next week finds Daisy at Ad:Tech and I'll be in Las Vegas at the NAB Show. We're hoping our schedules coincide so we can present podcast #95 next Friday!
Click here to listen to the podcast (12 minutes, 20 seconds)
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Categories: Deals & Financings, Podcasts
Topics: Deals and Financings, Podcast
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VideoNuze Report Podcast #92 - Mar. 18, 2011
I'm pleased to present the 92nd edition of the VideoNuze Report podcast, for March 18, 2011.
In this week's podcast, Daisy Whitney and I discuss Netflix's rumored $100 million deal for first-run rights to "House of Cards," a new TV series directed by David Fincher and starring Kevin Spacey. As I wrote earlier this week, the deal would be a very significant shift in strategy for Netflix, and Daisy and I get into some of the details.
On a related note, yesterday I posted the audio recording of an interview I did with Netflix's chief content officer Ted Sarandos at the NATPE conference in January. Ted didn't allude to any first-run deals in that interview, but he did talk about his interest in bidding against HBO for the rights to Warner Bros. films when their deal was up for renewal among other topics.
Click here to listen to the podcast (13 minutes, 12 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: HBO, Netflix, Podcast, Warner Bros.
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VideoNuze Report Podcast #90 - Mar. 4, 2011
I'm pleased to present the 90th edition of the VideoNuze Report podcast, for March 4, 2011.
In this week's podcast, Daisy Whitney and I first discuss Tremor Media's new video ad buying platform, which I wrote about on Tuesday. Then we transition to a quick chat about Comcast CEO Brian Roberts' comment this week in the WSJ that "What used to be called 'reruns' on television is now called Netflix." It was a little bit of unexpected trash talk and Daisy and I sort through what might have motivated it.
Click here to listen to the podcast (11 minutes, 48 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Cable TV Operators, Podcasts
Topics: Comcast, Podcast, Tremor Media
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VideoNuze Report Podcast #88 - Feb. 18, 2011
Daisy Whitney and I are pleased to present the 88th edition of the VideoNuze Report podcast, for February 18, 2011.
In this podcast, Daisy and I discuss a deal announced earlier this week in which MLB.com will provide near real-time video clips to CBSSports.com's Fantasy Baseball Commissioner users, among other things. The deal caught my attention because the video is driven off of metadata that's created and published almost immediately after the video is shot. That contrasts with metadata creation happening with library content. The deal also speaks to the way video can be used to enhance various online experiences. Listen in the learn more.
Click here to listen to the podcast (12 minutes, 1 second)
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The VideoNuze Report is available in iTunes...subscribe today!Topics: CBSSports.com, MLB.com, Podcast
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VideoNuze Report Podcast #87 - Feb. 11, 2011
Daisy Whitney and I are pleased to present the 87th edition of the VideoNuze Report podcast, for February 11, 2011.
In this podcast, Daisy and I do a deep dive into the role of sports in pay-TV packaging, based on my post from Monday, "Not A Sports Fan? Then You're Getting Sacked For At Least $2 Billion Per Year." I think this is a fascinating topic and something that has been under-reported even though it has huge implications for pay-TV subscription rates as over-the-top services gain awareness.
The basic premise of my post was that since a relatively small cluster of sports-oriented channels (e.g. ESPN, TNT, Regional Sports Networks and others) collectively cost pay-TV operators $10 per month, then the charges being incurred by non-fans and casual who fans who rarely, if ever watch these channels, could amount to at least $2 billion per year. Since writing the post and gaining feedback from various sources, it's actually quite possible that the annual charges incurred in exchange for little-to-no value could exceed $3 billion. Whatever the number is, it's very large, and effectively represents a massive subsidy that non-fans and casual fans pay each year because of escalating sports TV rights deals and astronomical player compensation.
Click here to listen to the podcast (17 minutes, 8 seconds)
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Categories: Cable Networks, Cable TV Operators, Podcasts, Satellite, Sports, Telcos
Topics: Comcast SportsNet, ESPN, Hulu, NESN, Netflix, Podcast, RSN, TNT
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VideoNuze Report Podcast #85 - Jan. 28, 2011
Daisy Whitney and I are back this week for the 85th edition of the VideoNuze Report podcast, for January 28, 2011.
In today's podcast, Daisy and I talk about the key highlights of my on-stage interview with Netflix's content chief Ted Sarandos at NATPE in Miami earlier this week. The interview has received wide media coverage (e.g. Paid Content, B&C, CNET, The Hollywood Reporter, The Wrap, Variety, Home Media). Daisy and I discuss a number of intriguing things that Ted said.
(Note: the interview with Ted was on Tuesday morning, and we recorded this podcast on Wednesday, before Netflix reported its huge Q4 '10 later in the day. Also, NATPE recorded the interview and I'll post it as soon as I have it.)
Click here to listen to the podcast (12 minutes, 59 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: Netflix, Podcast, Ted Sarandos
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VideoNuze Report Podcast #82 - Dec. 17, 2010
Daisy Whitney and I are back this week for the 82nd edition of the VideoNuze Report podcast, for December 17, 2010. This will be the final podcast of 2010 and we both want to wish our listeners happy holidays. Daisy and I have have had lots of fun cranking out 32 podcasts this year on all the most important industry topics. We're looking forward to continuing on in 2011.
And speaking of 2011, in this final podcast of the year we turn our sights ahead and discuss the 6 key online/mobile video trends that The Diffusion Group's Colin Dixon and I outlined during Wednesday's webinar (replay and slides available here). Daisy and I focus the bulk of the podcast on two of these predictions: how Netflix will strain under its spectacular growth, and how pay-TV subscriber losses will mount and cord-cutting perceptions could become reality.
Click here to listen to the podcast (13 minutes, 16 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts, Predictions
Topics: Netflix, Podcast, Predictions
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VideoNuze Report Podcast #81 - Dec. 10, 2010
Daisy Whitney and I are back this week for the 81st edition of the VideoNuze Report podcast, for December 10, 2010.
This week Daisy and I focus on Google's video efforts from two perspectives: first, whether it should pay CBS (and other networks) to allow Google TV to access their programs, and second, what are the implications of its acquisition of Widevine, announced last Friday.
On the former point, as I argued in "Google to Pay CBS? Unlikely." I think it's a big stretch to believe that Google, which is a search engine, is going to start paying content providers like CBS, to direct traffic to them. Certainly that's not what it does online, and there's little reason to believe it will start doing so with Google TV.
Meanwhile, the Widevine deal underscores how far Google has come in prioritizing copyright protection. It wasn't that long ago when YouTube was a rogue copyright infringer and yet that didn't deter Google from acquiring it. With Widevine and multiple other Google video initiatives, the company is extremely well-positioned to play a bigger role in the distribution and monetization of Hollywood content in 2011.
If you want to learn more about Google, and also other key online/mobile video trends and predictions for 2011, then join me for a complimentary webinar I'll be hosting with The Diffusion Group's Colin Dixon next Wed., Dec. 15th at 11am PT/2pm ET. We'll demystify 2011 and leave plenty of time for audience Q&A.
Click here to listen to the podcast (12 minutes, 17 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Broadcasters, Devices, DRM, Podcasts
Topics: CBS, Google, Google TV, Podcast, Widevine
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VideoNuze Report Podcast #80 - Nov. 19, 2010
Daisy Whitney and I are back this week for the 80th edition of the VideoNuze Report podcast, for November 19, 2010. Before getting started, congratulations to Daisy on the release of "The Mockingbirds," her first fiction book, for young adult readers. It debuted 2 weeks ago and is published by Little Brown. In addition to writing the book, Daisy has put together a clever social media campaign which has lifted the book's visibility. Congrats Daisy!
This week Daisy and I discuss my post from yesterday, "Broadcast TV Networks Are Wrong to Block Google TV - Part 2" in which I laid out the case for why the networks are using a backwards-looking strategy in their decision to block their programs from access by Google TV and other browser-based connected devices.
To their credit, the networks have actually been quite forward-looking in releasing many of their programs for free viewing on their web sites and on Hulu. But now, by creating an artificial distinction between computer-based and TV-based viewing of online-delivered content, they are violating one of the most basic rules of the Internet era: don't create friction between the product and the customer. While that may help them win retransmission consent deals in the short term, I believe that in the long term it will hurt them. Listen in to learn more.
Click here to listen to the podcast (11 minutes, 43 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Broadcasters, Devices, Podcasts
Topics: ABC, CBS, FOX, Google TV, Hulu, NBC, Podcast
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VideoNuze Report Podcast #77 - Oct. 15, 2010
Daisy Whitney and I are pleased to present the 77th edition of the VideoNuze Report podcast, for October 15, 2010.
This week we start by discussing the sizzling online video ad business. On Tuesday, the IAB and PriceWaterhouse Coopers reported that online video ads were the best performing category of Internet advertising, up 31% in the first half of '10 vs. first half of '09, to $627 million. That came amid a broader surge in Internet advertising, which tallied over $12 billion in first half revenues, a new record. Google added an exclamation mark to these results by reporting a 23% increase in Q3 revenues late yesterday. Daisy and I talk through some of the key drivers of the video ad business and how things look going forward.
I see the mass adoption of connected devices, which enable the viewing of long-form online video on TVs, as one of the most important drivers of online ad revenue. As consumers begin to watch more online video on their HDTVs, in the comfort of their living rooms, viewership will inevitably rise, creating even more ad inventory. One example of this is Hulu Plus, which recently announced it would be available on both Roku and TiVo.
In the podcast we discuss the connected devices theme and I note that the next VideoSchmooze breakfast/panel I'll be hosting in NYC, on Dec. 1st, will focus on the roles that both connected and mobile devices have in transforming the video landscape. This holiday season is going to mark an important period of growth for these devices and our panel will help us understand the implications.
Lastly - as some of you may know, Daisy's first fiction book, "The Mockingbirds," is being published by Little, Brown on Nov. 2. It's an incredibly exciting milestone for Daisy, and she shares the social media/video promotional campaign she's created using Facebook, Twitter and others. It's a great illustration of how the tools we talk about each day can be used effectively.
Click here to listen to the podcast (11 minutes, 49 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Devices, Events
Topics: Google, Hulu Plus, Podcast, VideoSchmooze
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VideoNuze Report Podcast #75 - Sept. 17, 2010
Daisy Whitney and I are pleased to present the 75th edition of the VideoNuze Report podcast, for September 17, 2010.
Daisy gets us started this week, adding detail to her New Media Minute in which she discusses the range of hyper-local online news and advertising initiatives currently underway from companies such as AOL, ESPN, NY Times and NPR. Daisy offers her assessment of the pros and cons of this area which has gained a lot of recent attention.
Speaking of advertising, we then chat about my post from earlier this week, "YouTube Gets Center Stage in Google's New 'Watch This Space' Ad Campaign" which I believe is the first time that Google has heavily promoted the attractiveness of its display ads and more specifically video advertising on YouTube for major brands. With Google TV coming soon and a new head of content partnerships, Google is on the march to the living room.
Click here to listen to the podcast (16 minutes, 2 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Podcasts
Topics: Google, Local, Podcast, YouTube
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VideoNuze Report Podcast #74 - Sept. 10, 2010
Daisy Whitney and I are pleased to present the 74th edition of the VideoNuze Report podcast, for August 27, 2010. We're back after skipping last week due to me taking some time.
This week Daisy and I further discuss my post from Wednesday about the remarkable growth of the JW Player, an open source video player that is now being downloaded 15,000 times per day according to company CEO Dave Otten. Beyond JW player's success, the larger story is how broadly online video is being adopted. Far beyond the large media companies that are vigorously covered each day, there are thousands of small businesses, enterprises, education, government, non-profit and other entities that are quietly embracing online video. Daisy and I talk about the implications of all this activity.
Click here to listen to the podcast (15 minutes, 7 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts, Technology
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VideoNuze Report Podcast #73 - Aug. 27, 2010
Daisy Whitney and I are pleased to present the 73rd edition of the VideoNuze Report podcast, for August 27, 2010. We're back after skipping last week due to Daisy being on her exciting first book promotion tour.
In this week's podcast, Daisy and I dig into the speculation surrounding Apple's plan to offer 99-cent TV program rentals from ABC, Fox and NBC and a $99 "iTV" device. I think the pairing could be quite tempting. Daisy, on the other hand, isn't as enthusiastic. She's a current Apple TV owner and aside from the potentially reduced price of the iTV, doesn't see what the excitement is about. Meanwhile, Apple has invited media to an event in San Francisco next Wed, Sept 1st, where we all may find out what Steve Jobs has in store. Listen in for more.
Click here to listen to the podcast (12 minutes, 56 seconds)
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VideoNuze Report Podcast #72 - Aug. 13, 2010
Daisy Whitney and I are pleased to present the 72nd edition of the VideoNuze Report podcast, for August 13, 2010.
In this week's podcast, Daisy and I dig further into this week's Netflix-Epix deal. In particular, we discuss the deal's possible implications, including what it might be mean to the pay-TV industry (cable/satellite/telco).
As I argued in my post this week, "Netflix-Epix Deal Ratchets Up Importance of TV Everywhere," the cable industry should be taking note of how much closer Netflix is continuing to come to its traditional turf, and use TV Everywhere to aggressively counter it. However, my perception is that TV Everywhere rollouts are lagging, which is to the detriment of the industry. Listen in to learn more.
(Note that in the podcast I say it's not clear whether Netflix is actually getting access to all movies that are available on Epix. I've since clarified that with a Netflix spokesman who told me Netflix will get everything Epix has rights to.)
Click here to listen to the podcast (15 minutes, 42 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Cable Networks, Podcasts
Topics: EPIX, Netflix, Podcast
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VideoNuze Report Podcast #69 - July 23, 2010
Daisy Whitney and I are pleased to present the 69th edition of the VideoNuze Report podcast, for July 23, 2010.
In this podcast I lead off by discussing some further details of Qlipso integrating with Veoh. Daisy weighs in on whether linking virtual economies to online video through social viewing experiences makes sense. I continue to think of Qlipso-Veoh as a fresh approach worth watching.
On an unrelated topic, Daisy then discusses the Old Spice man ad campaign which has taken the online world by storm over the past few weeks, generating 40 million views, 40,000 comments and 100,000 tweets. Daisy is among those impressed with how well Old Spice harnessed social media, but notes that the campaign has been active for months, dating back to the last Super Bowl. Daisy has some additional insight based on an article she's preparing for AdAge next week for which she interviewed the campaign's creative masterminds at the Wieden+Kennedy ad agency. Daisy's conclusion: social media campaigns succeed after lots of preparation and often with the tailwind that traditional media creates. Listen in to learn more.
Click here to listen to the podcast (16 minutes, 12 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Aggregators
Topics: Old Spice, Podcast, Qlipso, Veoh
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