VideoNuze Posts

As has been promised for a while, Hulu has been integrated into Disney+ in a bid to present more content seamlessly to viewers. No doubt the move was a significant undertaking, yet Colin’s early review shows a few key UX features lagging, notably his viewing history. We expect that in time these will be updated.

Elsewhere at Disney, ESPN has taken initial steps toward being a sports hub by incorporating links in its app and web site to regional sports networks’ streams. NESN, Monumental Sports Network and SportsNet Pittsburgh are already available. ESPN could play a vital role in addressing the problem of sports streaming fragmentation.

Finally, Colin and I both noticed the NFL’s chief media/business officer Brian Rolapp’s skepticism about how the sports JV (or “Spulu”) will be priced. Rolapp observes that if it’s priced in the $40-$50 per month range, then subscribing to YouTube TV (for example) would only be another $20 or so per month - and would include more NFL games, plus scripted and unscripted programming. This is exactly the point Colin and I have been making - the JV’s pricing window seems awfully narrow.

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This week we discuss new data from Inscape, Deloitte and HarrisX, which all illustrate how streaming is continuing to build its dominance over traditional media. To highlight a few key points:

Inscape found that among its VIZIO panel of users, 55% are streaming-only (i.e. no pay-TV), up from 49% in 2022. Deloitte reported that the average U.S. household is now spending $61 per month on 4 SVOD services, up 27% from $48 per month in 2023. And HarrisX found in its poll that just 34% of American adults prefer to watch a movie in a theater.  

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Colin has been in London participating in a CTV conference, and this week he shares some of his observations about how the competitive landscape in Europe compares with the U.S. Among the topics we discuss are why FASTs are unlikely to grow as quickly as in the U.S., the burgeoning market for TV OS’s, and the introduction of broadcasters’ “super apps.”

The discussion is a great reminder that while CTV has taken the U.S. by storm, it is evolving differently in other parts of the world.

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First up on this week’s podcast we discuss Fubo CEO David Gandler’s statement that the company is in a “duel to the death” with Spulu, the new sports JV from Disney, WBD and Fox. He makes a good point that if the 3 companies allow the JV access to their sports networks without requiring the JV to also pay for non-sports networks as companies do with typical pay-TV deals, this would put the JV at a cost advantage compared to pay-TV operators like Fubo.

Next, Variety reported Apple spent $700 million on just 3 movies last year, a bet that Colin and I both believe is far too concentrated for a streaming service that is struggling with high churn and badly needs catalog depth. Finally, both Max and Disney+ are trying to emulate Netflix in cracking down on password sharing and on improving churn. Can they catch up with the clear market leader?

Finally, all the session videos from last week’s VideoNuze CTV Advertising PREVIEW: 2024 virtual are available.

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Last Wednesday was VideoNuze’s Connected TV Advertising PREVIEW: 2024 virtual which featured 19 senior executives on 5 sessions in 1 high-impact afternoon.



Below are links to each of the session recordings along with descriptions of each session and its speakers.



Many thanks to our 3 generous partners PadSquad, Roku and Wurl!

Colin and I distilled some of our key takeaways on last Friday's Inside the Stream podcast.

Enjoy!

[VIDEO] CTV Advertising in 2024: $30 Billion and Robust Growth Ahead

[VIDEO] Exploring CTV's Key Trends and Opportunities in 2024

[VIDEO] How to Make CTV Ads More Engaging

[VIDEO] Why Premium Streaming Video is Increasingly Ad-Supported

[VIDEO] Achieving Viewership At Scale: Netflix’s Focus on the Mid-Tail
 

The following video was recorded at VideoNuze’s Connected TV Advertising PREVIEW: 2024 virtual on February 28, 2024.

CTV Advertising in 2024: $30 Billion and Robust Growth Ahead
eMarketer forecasts CTV advertising to grow 22% in 2024 to over $30 billion in the U.S. alone. In this opening presentation, learn what's driving this growth, which companies are gaining the most, and what's ahead in the next several years.

Ross Benes - Senior Analyst, eMarketer

The following video was recorded at VideoNuze’s Connected TV Advertising PREVIEW: 2024 virtual on February 28, 2024.

Exploring CTV's Key Trends and Opportunities in 2024
TV viewership is fundamentally changing, and CTV is a clear beneficiary. In particular, ad buyers are excited about how CTV combines the best of TV advertising’s reach and impact with the best of digital advertising’s targeting and engagement. Learn about all of CTV's key trends and opportunities in 2024 and beyond.

Beth Anderson - SVP/GM, FAST Channels & VOD Sales, BBC Studios
Ashley Arena - Head of US Advanced Video Activation, PHD
Carly Friedman - Head of Industry, Gaming, Tech and Telco, Roku
David Pudjunis - VP, Revenue Operations & Digital Partnerships, AMC Networks
Danielle DeLauro - EVP, VAB (moderator)