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Inside the Stream: New Data Shows Streaming’s Dominance Over Traditional Media
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.
Listen to the podcast to learn more (26 minutes, 25 seconds)
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Topics: Deloitte, Inscape, Podcast
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Inside the Stream: FAST Euro Limits, TV OS Wars, Broadcaster Super Apps
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.
Listen to the podcast to learn more (28 minutes, 28 seconds)
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Topics: Podcast
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CTV’s Measured Embrace of Programmatic Is a Long-Term Win for Advertisers
Friday, March 15, 2024, 10:52 AM ETPosted by:Nicole Scaglione
Global VP of OTT and CTV, PubMaticWithin today’s AI-drenched industry conversations, it would seem that a lot of channels are on an accelerated path to an automated future. In many cases, that means a rapid shift of inventory into data-targeted, biddable buying. However, as eager as many digital media buyers are to get their hands on more connected TV inventory, this channel stands apart from others when it comes to its comparatively metered pace in moving away from upfronts and direct-sold inventory.
Categories: Advertising
Topics: PubMatic
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Inside the Stream: Fubo’s Spulu Duel, Apple’s $700M Movie Splurge, Max and Disney Follow Netflix
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.
Listen to the podcast to learn more (26 minutes, 43 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSCategories: FIlms, Podcasts, Sports, Studios, SVOD
Topics: Disney, Fox, fuboTV, Netflix, Podcast, Warner Bros. Discovery
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