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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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VideoNuze Report Podcast #68 - July 16, 2010
Daisy Whitney and I are pleased to present the 68th edition of the VideoNuze Report podcast, for July 16, 2010.
In this podcast Daisy first discusses her observations from this week's NATPE LATV Fest. Daisy had a number of interesting conversations with independent online video producers and she shares some of what's succeeding and lessons learned.
Then we shift gears and spend some time talking about Google's 1 gigabit/second fiber-to-the-home project. Earlier this week Google created a new web site called "Google Fiber for Communities" which curiously only offers a little information about the project itself, but rather focuses on incenting citizens to express their support, in different ways, for legislation mandating fiber conduits are installed in federally funded transportation projects. It makes a similar recommendation for city-funded projects. It's seems like a far-flung initiative from the search company, or maybe not. Daisy and I speculate on what might be up.
Click here to listen to the podcast (14 minutes, 9 seconds)
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Categories: Podcasts
Topics: Google, NATPE, Podcast
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VideoNuze Report Podcast #65 - June 18, 2010
Daisy Whitney and I are pleased to present the 65th edition of the VideoNuze Report podcast, for June 18, 2010.
This week Daisy and I return to the topic of cord-cutting, with Daisy tamping down some of what she reported about possible momentum here. Daisy cites new research from Nielsen and from Leichtman Research Group as evidence that in fact cord-cutting isn't actually happening (at least not yet). For my part, as I've said going back to my post in Oct, '08, I don't see much cord-cutting happening any time soon, both because viewers would lose cable TV network programs they love and because it's still not mainstream to connect broadband to TVs.
We then discuss my post early this week about ABC doubling the ad load on its iPad app, and soon on ABC.com as well. As I said earlier this week, it's tough from a consumer standpoint to see more ads, but the reality is these programs need to be effectively monetized, or well, these programs will cease to exist.
Click here to listen to the podcast (15 minutes, 29 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Broadcasters, Cable TV Operators, Podcasts
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VideoNuze Report Podcast #64 - June 11, 2010
Daisy Whitney and I are pleased to present the 64th edition of the VideoNuze Report podcast, for June 11, 2010.
We welcome back Daisy, who just took a relaxing vacation in Paris. As Daisy says, the media world continued to spin while she was away, and in particular Apple and Steve Jobs have stayed in the news. Earlier this week Apple launched the iPhone 4 and last week Jobs spoke extensively at the WSJ's D8 conference.
At D8, Jobs was asked a question about Apple's TV strategy (or lack thereof). His answer led me to me to write earlier this week "Why Apple Still Doesn't Have a TV Strategy," in which I outlined the 3 key reasons I think Jobs and Apple are stymied. In today's podcast Daisy and I dig into this topic further.
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Devices
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VideoNuze Report Podcast #62 - May 21, 2010
Daisy Whitney and I are pleased to present the 62nd edition of the VideoNuze Report podcast, for May 21, 2010.
In today's podcast Daisy and I share chat about what else - Google TV. Listen in to learn more, and also see other posts on the site for further analysis and information.
Click here to listen to the podcast (14 minutes, 25 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts, Technology
Topics: Google, Google TV, Podcast
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VideoNuze Report Podcast #61 - May 14, 2010
Daisy Whitney and I are pleased to present the 61st edition of the VideoNuze Report podcast, for May 14, 2010.
In today's podcast Daisy and I share observations from the Cable Show in LA, where we both were this week. Daisy reports on a panel she moderated that focused on social media and how companies need to develop policies to make sure all company representatives work consistently. We also talk about 3D, TV Everywhere and the new Comcast iPad prototype app I wrote about yesterday, and what it might signal for the cable industry going forward. Listen in to learn more.
Click here to listen to the podcast (14 minutes, 28 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Cable TV Operators, Podcasts
Topics: Cable Show, Comcast, iPad, Podcast
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VideoNuze Report Podcast #60 - May 7, 2010
Daisy Whitney and I are pleased to present the 60th edition of the VideoNuze Report podcast, for May 7, 2010.
In today's podcast Daisy and I discuss research that Brightcove and TubeMogul released yesterday on online video consumption and engagement in the media industry. Though the data isn't statistically significant, the report caught our eye because it offers a great assortment of insights based on actual platform data plus survey responses. It's freely downloadable here. Listen in to hear our reactions.
Click here to listen to the podcast (13 minutes, 47 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Podcasts
Topics: Brightcove, Podcast, TubeMogul
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VideoNuze Report Podcast #59 - April 30, 2010
Daisy Whitney and I are pleased to present the 59th edition of the VideoNuze Report podcast, for April 30, 2010.
In today's podcast Daisy and I discuss Tremor Media's new $40 million round led by DFJ Growth, announced earlier this week, and about broader investment trends in the online video and advanced advertising space. As I wrote a few weeks ago, money continues to pour into online video companies, and in today's podcast we talk about the key reasons why. Listen in to learn more!
Click here to listen to the podcast (13 minutes, 13 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Advertising, Deals & Financings, Podcasts
Topics: Podcast, Tremor Media
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VideoNuze Report Podcast #58 - April 23, 2010
Daisy Whitney and I are pleased to present the 58th edition of the VideoNuze Report podcast, for April 23, 2010.
In today's podcast Daisy and I focus on Netflix's Q1 '10 results, which were the best in the company's history. I posted an analysis here, and in our discussion we dig in further to the competitive dynamics Netflix finds itself in and what consumers can expect going forward. Then Daisy takes us on a quick tour of what she saw at Ad:Tech.
Click here to listen to the podcast (15 minutes, 19 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Podcasts
Topics: Ad:Tech, Netflix, Podcast
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VideoNuze Report Podcast #57 - April 16, 2010
Daisy Whitney and I are pleased to present the 57th edition of the VideoNuze Report podcast, for April 16, 2010.
Daisy and I are back from the NAB Show in Las Vegas and this week we share 2-3 key takeaways. For her part Daisy was impressed by the energy and mood at the show which was significantly brighter than last year. Daisy heard from a number of people contemplating new ventures, a big departure from last year when most people were hunkered down. Daisy shared further insights about specific companies she interviewed.
Then I talk a little more about my reactions to the Level 3 - Silverlight 3D streaming demo I saw in Microsoft's booth, which I wrote about on Tuesday, and also the new local TV station JV for mobile DTV that was unveiled at the show and which I wrote about yesterday.
Click here to listen to the podcast (14 minutes, 0 seconds)
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The VideoNuze Report is available in iTunes...subscribe today!Categories: 3D, Mobile Video, Podcasts
Topics: 3D, Level 3, Mobile DTV, NAB Show, Podcast, Silverlight
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