VideoNuze Posts

The new Xumo Stream Box from partners Comcast and Charter began rolling out this week. On this week’s Inside the Stream we discuss the new device’s opportunities. Overall it seems like a smart play for the cable TV operators to streamline their device strategy, blending traditional pay-TV with streaming. So within their footprint Xumo Stream Box should find success. However, as we discuss, the box will likely have limited appeal outside of their footprints.

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This week on Inside the Stream we discuss four items that caught our attention. First, according to Tivo’s Video Trends report, the number of TV services used has declined, and the mix has shifted from SVOD to FAST. Next up, in Canada, Disney+ has announced plans to limit password sharing. We also discuss Amazon’s plan to roll out ads in Prime Video in early 2024, and S&P’s forecast of declining ad revenue for niche cable TV networks.

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Colin is back from a busy IBC in Amsterdam, and today we discuss a number of generative AI innovations for video that he learned about. These include Newsbridge’s news clip metadata enhancement capability, Backlight’s StoryBot tool to create stories from Wildmoka clips and Katch Data’s ability to customize movie marketing by geographic preferences. All this, and more on this week’s podcast.

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Charter and Disney settled their dispute and on this week’s podcast we discuss the outcome. Last week we discussed the broader implications of the impasse. Colin is on his way to IBC in Amsterdam and we catch up on Eluvio and its blockchain-based streaming platform. Also in the news this week was Gracenote’s new metadata solution for FASTs. Last, we discuss recent news that Comcast and Disney have accelerated their timeline to resolve ownership interests in Hulu.

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Blackouts have been commonplace in the pay-TV industry when operators and TV network owners are unable to come to terms on renewal terms. While the current dispute between Charter and Disney includes typical challenges like pricing and bundling, it also includes Charter’s desire to see its subscribers receive complimentary access to Disney’s DTC apps.

Disney is of course reluctant to do so because it is trying to build a parallel revenue stream as pay-TV declines. Yet, the “pay once, access anywhere” approach was at the heart of the TV Everywhere initiative from years ago, which was meant to provide an elegant solution for subscribers. But that industry effort faltered and TV networks have since invested billions in DTC.

Colin and I discuss what this dispute means for the future on the big TV bundle.

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This week on Inside the Stream, Colin and I discuss Comscore’s 7th annual State of Streaming report, which was just released. For CTV homes, Netflix leads with 74% reach, followed by YouTube, with 71%, though YouTube has 47 hours of viewing time per month, compared with 35 hours for Netflix. Despite billions of dollars of content and branding investments, broadcasters’ SVOD services lag in both metrics, though their FASTs, especially Pluto TV and and Tubi, are performing well.

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FASTs are everywhere these days, and this week we discuss several new announcements/launches that caught our eye, from providers including TCL, Fire TV Channels, Google TV and Cox Media Group (with “Neighborhood TV”). We discuss the prospects for each of them, and why the trend toward more FAST launches is unlikely to slow down anytime soon.

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First up on Inside the Stream this week Colin and I discuss the latest data from Nielsen’s The Gauge report. While it said that “linear TV” viewing fell below 50% for the first time, we explain how a more accurate headline would probably be that broadcast and cable TV viewing fell below 50%. Viewership is following along with pay-TV adoption, which we also discuss fell further in Q2 ’23.

Also in this week’s podcast, new data shows that watching TV with subtitles has become quite popular, especially among younger audiences. Finally, The Roku Channel is going to stream local news from 30 CBS and FOX channels, further converging broadcast TV and streaming.

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