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Inside the Stream: Disney Drops Apple’s App Store, CTV Ad Standards and More
Four topics for this week’s podcast:
First, Disney+ and Hulu are no longer available for sign up in Apple’s App Store. As we discuss, this feels like a move by Disney to preserve margins, though at the expense of some of its subscribers losing the advantages of unified billing and integrated search/discovery. It also means less competition for Amazon, which is already the dominant distributor of third-party streaming services.
Next, IAB Tech Lab this week announced an initiative to help standardize emerging CTV ad formats. We’re confident it will help more advertisers move spending into the channel.
Third, Fubo is boldly offering premium services on a standalone basis, not requiring a base subscription plan. Fubo aims to be a “super aggregator” and is breaking from pay-TV operators’ traditional approach of enabling access to premium services only for subscribers. It’s a sign of the times, with viewers requiring flexibility and it seems like a savvy play by Fubo to keep viewers engaged with its app.
Last, a variety of streaming services are partnering with grocery chains and delivery apps, which both of us think makes a lot of sense to reduce churn and cost per acquisition. We expect to see more partnerships going forward.
Listen to the podcast to learn more (28 minutes, 3 seconds)
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Topics: Apple, Disney+, fuboTV, Hulu, IAB, Podcast
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Inside the Stream: Amazon Rules Streaming Video Distribution; Comcast is Indifferent
Bloomberg’s Screentime 2024 conference in LA offered opportunities to hear directly from a variety of industry executives about their companies’ streaming initiatives and results (all video interviews here). Colin and I were especially interested in interviews with Comcast’s Chairman and CEO Brian Roberts and Amazon’s SVP of Prime Video and Amazon MGM Studios Mike Hopkins.
As we discuss, the interviews highlight the companies’ divergent future as premium video distributors. Amazon is ascendant, having become by far the dominant distributor of third-party streaming services in the US. Meanwhile, Comcast, long the biggest cable TV operator in the US, has seen cord-cutting erode its subscriber base.
However, as Roberts articulates, Comcast is using its formidable broadband presence and Peacock to re-position the company for future success. Meanwhile Hopkins underscores how Amazon’s vast resources allow it to invest aggressively in technologies like AI to continually improve the viewer experience and partner value proposition.
Listen to the podcast to learn more (31 minutes, 55 seconds)
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Topics: Amazon, Comcast, Podcast
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The Essential Role of Authenticated Audiences in CTV Advertising
Thursday, October 17, 2024, 2:57 PM ETPosted by:Budi Tanzi
Vice President of Product, ExperianConnected TV (CTV) is a leading platform in digital advertising, combining the precise targeting of digital ads with the broad reach and storytelling power of traditional TV. This creates an immersive experience that offers full-funnel marketing results. As consumer time spent watching CTV has doubled over the past five years and linear TV viewing patterns have shifted, advertisers now see CTV as essential for reaching and engaging audiences.
Categories: Advertising
Topics: Experian
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Inside the Stream: Can Google TV’s New Features Increase Its Market Share?
In August Google announced its new Google TV Streamer device along with feature updates for all Google TV devices. To learn more about all of this, Rob Caruso, who leads product management and user experience for Google TV, joins us for an in-depth Q&A.
Rob is especially excited about two features: smart home integration and deeper integration with Google Photos. The former is an extension of the controls in the Google Home app. The latter is part of a trend Rob describes as “ambient computing” with the opportunity to use Gen AI to create new imagery and collections of images on Google TVs.
In addition to these features, we also discussed Freeplay, its newly-named its FAST service, how AI is being used for personalized content recommendations and much more. As Rob describes, Google is in a position to both address mainstream user needs with smart TVs, while also pushing the boundaries to introduce new features and see what new use cases emerge.
It will be interesting to follow how these new features impact Google TV’s market share in smart TVs.
Listen to the podcast to learn more (37 minutes, 48 seconds)
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