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5 Items of Interest for the Week of Dec. 12th
Happy Friday. Once again I'm pleased to offer VideoNuze's end-of-week feature analyzing 5-6 interesting online/mobile video industry news items from the week that we didn't have a chance to cover previously. This week I'm changing the format a little bit, creating an individual post for each item. I'm doing this in response to reader interest in being able to share individual items (not the whole group) more easily. Let me know what you think of the new format. Here they are:
1. Potential YouTube-Next New Networks deal is a bit of a head-scratcher
2. Here's a great example of why TV Everywhere matters so much to the pay-TV industry
3. Hulu's Kilar: "Hulu Plus now a material portion" of revenues
4. Google not ready to announce fiber winning communities
5. Tiffany shows online video works for luxury retailers
Read them now or check them out this weekend!Categories: Aggregators, Broadband ISPs, Cable Networks, Cable TV Operators, Commerce, Deals & Financings, Indie Video, Satellite, Telcos
Topics: Google, Hulu Plus, Netflix, Next New Networks, Tiffany, YouTube
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Here's A Great Example of Why TV Everywhere Matters So Much To the Pay-TV Industry
Want a really tangible example of why TV Everywhere is so critical to the pay-TV industry? Then have a look at this post from industry banker Ken Sonenclar, who recounts his personal experience of trying to find an online version of the season finale of Showtime's "Dexter" on an evening when bad weather knocked out his satellite dish. Frustrated that he couldn't find the episode available anywhere, he ultimately stumbled upon a pirate site and happily watched the episode, albeit at somewhat lower quality.
Experiences like these no doubt play out daily as pay-TV subscribers seek convenient, on-demand access to their favorite programs. The TV Everywhere model works because it still requires a valid paid subscription, so the current monetization model is unharmed. But the incremental value to viewers is substantial. With services like Netflix and Hulu Plus increasingly available on every conceivable online and mobile device, consumers' expectations are being raised. If the pay-TV industry (both operators and networks) can't meet or exceed the experiences that a sub $10/mo service can deliver, then they shouldn't be surprised when subscribers begin dropping their expensive pay-TV services.Categories: Cable Networks, Cable TV Operators, Satellite, Telcos
Topics: TV Everywhere
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The World According to Time Warner's Jeff Bewkes, Pay-TV's Staunchest Defender
I finally got an hour over the weekend to listen to the replay of last week's UBS media conference keynote discussion with Time Warner's CEO Jeff Bewkes. His comments strongly reinforced my perception of him as the pay-TV (cable/satellite/telco) industry's staunchest defender as well as the leading Netflix
skeptic. Bewkes is worth paying attention to not just because Time Warner owns the Warner Bros. studio and several leading cable networks, but because his approach is a barometer for many other content providers as well.
In Bewkes' world view, the majority of consumers are willing to pay a premium price to get the best, most comprehensive experience of the highest-quality, current content, and distributors are willing/able to pay content creators top dollar for it - in short, a snapshot of the way the pay-TV world has worked for a long while. To Bewkes, digital distribution represents "more opportunity than challenge" in its ability to drive new business models and windows, enhance existing distributor relationships and deliver more value to consumers. To be clear, Bewkes isn't a Luddite, he doesn't oppose digital innovation, he just wants to see the benefits of it accrue to incumbents, not upstarts.
Categories: Aggregators, Cable Networks
Topics: Netflix, Time Warner
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Is Microsoft Planning to Join the Pay-TV Party?
Reuters is reporting this morning that Microsoft is exploring a range of options to get into the pay-TV business through a new over-the-top service. The article points to a potential "virtual cable provider" model whereby Microsoft would license multiple networks, which would be delivered to Xbox gaming consoles and other devices. Also under consideration are creating "content silos" to sell specific premium channels.
If Microsoft were to join the pay-TV business aggressively it would further alter industry dynamics. The number one issue in play right now is whether consumers are forsaking traditionally packaged pay-TV services and instead opting for some mix of free and paid online-delivered alternatives. Yet while Internet options are gaining in popularity (with Netflix's explosive growth to nearly 17 million subscribers at the end of Q3 the primary beneficiary), hard data supporting cord-cutting is still scarce.
Categories: Broadcasters, Cable Networks, Cable TV Operators, Devices
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Are Live Sports Pay-TV's Firewall or Its Albatross?
I've long assumed that live sports carried on cable TV networks (e.g. ESPN, Fox Sports, TNT, TBS, NFL Network, regional sports networks, etc.) would be a key firewall against cord-cutting since the games they air are unavailable online. In other words, if you're a sports fan, dropping your pay-TV subscription would be unthinkable. While I still believe that's mostly true, recently I've started wondering if it's possible that sports actually may also be an albatross for pay-TV operators, limiting their ability to effectively compete with online-only alternatives.
I use the word albatross because pay-TV providers actually have very little flexibility to offer non-sports fans lower-priced packages that don't include sports-oriented channels. In fact, the most surprising aspect of last week's announcement by Time Warner Cable of a new lower-priced tier called "TV Essentials" it's testing is that it will exclude ESPN, which is virtually unheard-of in pay-TV packaging. Because the underlying deals that cable networks have with sports leagues and rights-holders are so expensive, the networks try to get carried on the most popular pay-TV service tiers, thereby ensuring the highest number of subscriber homes (basic cable networks are paid by distributors on a per subscriber basis, so the more subscriber homes, the higher their revenue).
Categories: Cable Networks, Cable TV Operators, Satellite, Sports, Telcos
Topics: ESPN, Fox Sports, NFL Network, TBS, Time Warner Cable, TNT
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5 Items of Interest for the Week of Nov. 15th
After a short break, VideoNuze's Friday feature of curating 5-6 interesting online/mobile video industry news items that we weren't able to cover this week, returns today. Read them now or take them with you this weekend!
Time Warner Cable Experiments With Lower Tier Video Package
It's a rare day when a cable operator announces a lower-priced offering, but that's what Time Warner Cable did yesterday, unveiling a test of what it's calling "TV Essentials." The new tier, priced between $30-$40, will most notably exclude ESPN, the most expensive channel in the cable universe, meaning right away TV Essentials isn't targeted to sports fans. I've argued for a while now that pay-TV operators have ceded the low-priced/value-oriented end of the video market to Netflix (and others), which given the ongoing recession is a mistake. It will be interesting to see how the new bargain service fares; 2 things that will limit its appeal though are that no channels will be offered in HD, and that it appears those with broadband Internet and telephone services won't benefit from typical package discounts.
Nielsen study: We're still a nation of couch pumpkins
More evidence this week that despite all the deserved enthusiasm over online and mobile delivery, good old-fashioned TV viewing still rules in terms of hours of consumption. Nielsen said that the average person watched 143 hours of TV per month in Q2, essentially flat vs. a year ago. For homes with DVRs, hours of time watched on them nudged up a bit to about 24 1/2 hours. On a related note, this week comScore released its online video viewing data for October, which showed average viewing of 15.1 hours per person. While online video has made huge progress in the last few years, it still has a ton of room to grow to catch up with TV.
More Videos Ads, More User Acceptance
Speaking of the comparison between online video and TV, this week brought some interesting new data on monetization patterns for premium online video. Online video ad manager FreeWheel released data that showed mid-roll ads are the fastest-growing category of ads (up 693% since Q1), and now represent 8% of its ad volume. Completion rates have increased for pre, mid and post-roll ads this year, but notably mid-rolls have the highest completion rate, at 90%. FreeWheel's conclusion is that monetization of premium online video is starting to look a lot like TV, with ad pods inserted throughout. Going a step further, if viewer acceptance of mid-rolls stays high, then this represents a valuable opportunity for TV networks in particular to combat DVR-based ad-skipping.
Startup Claims To Have Set-Top Hulu Can't Block
It was inevitable that Hulu's decision to block access to its programs would set off a game of whack-a-mole, with various devices springing up to do end-arounds. Sure enough, the $99 Orb TV debuted this week, prominently positioning itself as the device that can bring Hulu (among other content) to your TV. One catch is that Orb streams video from your computer and only does so in standard definition. It addresses the "keyboard in the living room" challenge by also including a smartphone app to control the device. It's not a perfect solution, but it does provide a glimpse into the PR-unfriendly dynamic that Hulu, and the broadcast networks, have created for themselves by blocking access to their content by Google TV and others. No doubt there will be plenty more Orb-like devices to come to market in the months ahead, all positioning themselves as solving the blocking problem.
Comcast's Top Digital Exec Amy Banse to Open New Silicon Valley Equity Fund for Cable Giant and NBC
As Comcast enters the final stages of approval for its NBCU deal, the company this week announced a new NBCU management structure. One item that wasn't formally announced yet, but was reported by AllThingsD earlier this week was that Amy Banse, formerly head of Comcast Interactive Media (now headed by Matt Strauss), will be heading to Silicon Valley to run the combined operations of Comcast's current Comcast Interactive Capital venture arm, and NBCU's current Peacock Equity (a JV with GE). With all the distribution, technology and content assets that will be under the Comcast roof, the fund will be at the top of any online/mobile video startup's list of strategic investors. I've known Amy for a while and have enjoyed having her on industry panels; she'll be a huge asset to Comcast in the Valley venture world.Categories: Advertising, Cable Networks, Cable TV Operators, Deals & Financings, Devices
Topics: Comcast, comScore, ESPN, FreeWheel, Hulu, NBCU, Nielsen, Orb, Time Warner Cable
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6 Items of Interest for the Week of Oct. 18th
It was another busy week for online/mobile video, and so VideoNuze is continuing its Friday practice of curating 5-6 interesting industry news items that we weren't able to cover this week. Read them now or take them with you this weekend!
Networks block Google TV to protect themselves
Yesterday news started breaking that ABC, CBS and NBC are blocking access by Google TV. There are numerous concerns being cited - potential disruption of advertising, encouraging cord-cutting, incenting piracy, diminished branding, unsatisfactory ad splits with Google, and general worry about Google invading the living room. Each item on its own is probably not enough to motivate the blocking action, but taken together they are. Still, doesn't it feel a little foolish that broadcasters would differentiate between a computer screen and a TV screen like this? For Google, it's more evidence that nothing comes easy when trying to work with Hollywood. I'm trying to find out more about what's happening behind the scenes.
TWC Lines Up For ESPN Online Kick
An important milestone for TV Everywhere may come as early as next Monday, as #2 cable operator Time Warner is planning to make ESPN viewing available online to paying subscribers. Remote access is part of the recent and larger retransmission consent deal between Disney and TWC. TV Everywhere initiatives have been slow to roll out, amid cable programmers' reluctance. Further proving that remote authenticated access works and that it's attractive with a big name like ESPN would increase TV Everywhere's momentum.
Hulu Plus, Take Two: How's $4.95 a Month?
Rumors are swirling that Hulu may cut the price of its nascent Hulu Plus subscription service in half, to $4.95/mo. That would be a tacit recognition of Hulu Plus's minimal value proposition, largely due to its skimpy content offering. As I initially reported in August, over 88% of Hulu Plus content is available for free on Hulu.com. More important, Netflix's streaming gains have really marginalized Hulu Plus. Netflix's far greater resources and subscriber base have enabled it to spend far bigger on content acquisition. Even at $4.95, I continue to see Hulu Plus as an underwhelming proposition in an increasingly noisy landscape.
Viacom Hires Superstar Lawyer to Handle YouTube Appeal
Viacom is showing no signs of giving up on its years-long copyright infringement litigation against Google and YouTube. This week the company retained Theodore Olson, a high-profile appellate and Supreme Court specialist to handle its appeal. While most of the world has moved on and is trying to figure out how to benefit from YouTube's massive scale, Viacom charges on in court.
Verizon to sell Galaxy Tab starting November 11th for $599.99
Verizon is determined to play its part in the tablet computer craze, this week announcing with Samsung that it will sell the latter's new "Tab" tablet for $600 beginning on November 11th. The move follows last week's announcement by Verizon that it will begin selling the iPad on Oct. 28th, which was widely interpreted as the first step toward Verizon offering the iPhone early next year. Apple currently owns the tablet market, and it remains to be seen whether newcomers like the Tab can break through. For his part, Apple CEO Steve Jobs said on Apple's earnings call this week that all other tablets are "dead on arrival." Note, if you want to see the "Tab" and learn more about how connected and mobile devices are transforming the video landscape, come to the VideoSchmooze breakfast at the Samsung Experience on Wed., Dec. 1st.
One-Third of US Adults Skip Live TV: Report
A fascinating new study from Say Media (the entity formed from the recent merger of VideoEgg and Six Apart), suggesting that 56 million, or one-third of adult Internet users, have reduced their live TV viewership. The research identified 2 categories: "Opt Outs" (22 million) who don't own a TV or haven't watched TV in the last week and stream more than 4 hours/week, and "On Demanders" (34 million) who also stream more than 4 hours/week and report watching less live TV than they did a year ago. Not surprisingly, relative to Internet users as a whole, both Opt Outs and On Demanders skew younger and higher educated, though only the latter had higher income than the average Internet user. This type of research is important because the size of both the ad-supported and paid markets for live, first-run TV is far larger than catalog viewing. To the extent its appeal is diminishing as this study suggests poses big problems for everyone in the video ecosystem.
Categories: Aggregators, Broadcasters, Cable Networks, Cable TV Operators, Devices, Mobile Video, Telcos
Topics: ABC, Apple, CBS, ESPN, Google TV, Hulu Plus, iPad, NBC, Samsung, Say, Time Warner Cable, TV Everywhere, Verizon, Viacom, YouTube
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Cable's Original Programs Should Be A Bulwark Against Cord-Cutting
A WSJ article today, "TV's Alternate Universe," about the proliferation and inventiveness of basic cable programs, provides an unintentional reminder of the value these shows have as a bulwark against cord-cutting. The article points out that basic networks will spend $23 billion this year on 1,462 originals, up from $14 billion on 863 shows just 5 years ago. The fact that these shows are both finding an audience and that they are virtually unavailable for free online makes them highly strategic assets as the pay-TV industry is increasingly buffeted by over-the-top video competition.
Two years ago, in "Cutting the Cord on Cable: For Most of Us It's Not Happening Any Time Soon," I argued that there are 2 key reasons mass-scale cord-cutting was unlikely, at least in the short term: first, the difficulty of watching online-delivered video on TVs (instead of on computers) limited its appeal as a substitute for pay-TV service for mainstream consumers, and second, the loss of numerous popular cable entertainment programs resulting from cord-cutting would give many people pause.
Categories: Cable Networks, Cable TV Operators, Satellite, Telcos
Topics: AMC, FX, Lifetime, Spike TV, TNT, TV Land, USA
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5 Items of Interest for the Week of Oct. 4th
It's Friday and that means that once again VideoNuze is featuring 5-6 interesting online/mobile video industry stories that we weren't able to cover this week. Have a look at them now, or take them with you for weekend reading!
Verizon to Launch 4G LTE Networks in 38 Markets
Verizon will enable 5-12 megabit/second mobile data speeds in 38 markets, reaching 110 million Americans by the end of the year. The 4G technology, known as "LTE" promises a major new growth opportunity for HD mobile video, making smartphones and tablets even more appealing as video viewing devices.
Time Warner Sees Ally in Web
Time Warner's CEO Jeff Bewkes understands the Google TV value proposition, explaining that it will help program discovery and provide another option for paying subscribers to view. Those sentiments echo what I said in my initial thoughts on Google TV, that incumbent TV networks should be enthusiastic about Google TV because it doesn't disrupt their business models, but - by fully tying in the Internet - creates all kinds of new on-screen engagement opportunities. I expect other TV networks will follow soon.
Sony's Crackle movie and TV streaming service debuts on Android phone app
In a sea of new Android app releases, the new app from Crackle stands out because it offers streaming of full-length TV shows and movies on all Android devices. I sampled it this week on my Droid X and the video quality was outstanding. With the launch of LTE from Verizon later this year (see above), the quality bar will be raised further. Given Android's momentum, all premium quality video providers (e.g. TV networks, Hulu, Netflix, Amazon, etc.) should be optimizing their content for it.
Rupert Murdoch: Simultaneous Theater-VOD Release 'a Big Mistake'
A word of caution from News Corp head Rupert Murdoch: so-called "premium VOD" - where theatrical release windows shorten to allow for a new high-priced home VOD option - is a mistake. Murdoch didn't give further details, though he does see some window compression happening. I continue to argue premium VOD would be a wrongheaded move by pay-TV operators who should be focusing on new ways to deliver more programming for lower prices (to compete better with Netflix, etc.) than less programming for higher prices.
Ford revs up Web series
The latest branded entertainment entry is from Ford, which has partnered with the producers of "The Amazing Race" to create "Focus Rally: America" a new series serving as pre-launch marketing for Ford's new Focus cars that will be featured on Hulu. Ford will use the series to highlight the SYNC and MyFord Touch entertainment/navigation options. Branded entertainment continues to gain steam as an augment to traditional TV advertising as the format allows brands to tell a fuller story in a more immersive context than 30-second TV spots allow.
What do you think? Post a comment now (no sign-in required).Categories: Branded Entertainment, Cable Networks, Devices, FIlms, Indie Video, Mobile Video, Video On Demand
Topics: Android, Crackle, Ford, Google, News Corp, Sony, Time Warner, Verizon
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For Pay-TV Operators, Will TV Everywhere Be TV Nowhere?
I continue to be confounded by the fact that the pay-TV industry - both operators and cable TV networks - have not made more progress on TV Everywhere, their most important competitive initiative in the online era. Yesterday I got yet another dose of this sobering reality watching a panel discussion at ScreenPlays magazine's Media Innovations Summit in LA. The panel included Synacor's Ted May, Starz's John Penney, EPIX's Emil Rensing, thePlatform's Marty Roberts and AT&T's Dan York and was moderated by Marketing/PR executive Bob Gold.
It's not that industry executives can't articulate the value to both operators and networks. For pay-TV operators, it's providing increased value to paying subscribers, which helps both acquisition and retention efforts. For cable networks, its expanded audience reach and advertising, while maintaining their hybrid model of paid distribution and advertising. For both it's staying competitive by providing access to premium content for consumers when, how and where they want it.
Categories: Cable Networks, Cable TV Operators, Satellite, Telcos
Topics: AT&T, EPIX, Starz, Synacor, thePlatform
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Netflix's Expanded NBCU Deal Further Marginalizes Hulu Plus
This morning Netflix announced its latest content licensing deal to bulk up the its streaming catalog, adding a range of programs from NBCU. It's a long list which includes next day access to Saturday Night Live (plus the full back
catalog), last season episodes for 30 Rock, The Office and Law&Order: SVU (in addition to renewing back episodes already available), plus past seasons of Friday Night Lights, Psych, Monk, Battlestar Galactica, Destination Truth and Eureka. Netflix didn't identify exactly how many total episodes the deal adds to streaming, but it's very substantial.
On the losing end of this deal is Hulu, and more specifically, its budding subscription service Hulu Plus (note the irony that one of Hulu's parent companies is NBCU). As I explained in late August, in "88% of Hulu Plus Content is Already Available for Free on Hulu.com," when it comes to content, Hulu Plus is getting squeezed from all sides, seriously limiting its ability to be much more than an outlet for delayed-release current season and past seasons' episodes of broadcast programs. This is an extremely narrow value proposition which is unlikely to gain widespread adoption.
Categories: Aggregators, Cable Networks
Topics: Hulu, Hulu Plus, NBCU, Netflix
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CNBC Missing Out By Not Livestreaming Obama Town Hall
President Obama is in the middle of a town hall, hosted by CNBC, from the Newseum in Washington, DC. The town hall is on CNBC on TV, but oddly, it is not being livestreamed. That's a missed opportunity for CNBC, which could be attracting lots of online users who don't happen to have easy access to a TV. Live blogging something is just not the same! In fact, it was odd for me to have to swivel my chair to turn on the TV; that's how accustomed I've become to expecting big events like this to be livestreamed.Categories: Cable Networks, Live Streaming
Topics: CNBC
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Sezmi Snags Another $17.3M; Positioned for Shift to Affordable Pay-TV Service?
Late last week Sezmi, the startup pay-TV replacement provider raised another $17.3M, bringing its total raised to date to $92M. Sezmi has intrigued me from the start both because of its clever hybrid broadcast/broadband delivery
architecture and its ability to be a full substitute for existing pay-TV services. Now, as Sezmi is poised to begin expanding is rollout, its value-pricing approach could find its mark with recession-weary consumers.
As I described last week in "Are Pay-TV Providers Getting Hit By a Perfect Storm in Q3?" increasingly expensive incumbent pay-TV services are up against a belt-tightening process that households across America are going through. While cable and satellite now eat up 1.4% of discretionary spending, negative income growth, higher savings rates and chronic unemployment/under-employment are forcing many households to re-evaluate their entertainment spending. Forking over $80, $100 or even $200+ per month to their cable, telco or satellite provider is no doubt coming under closer scrutiny.
Categories: Aggregators, Cable Networks, Cable TV Operators, Devices
Topics: SezMi
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5 Items of Interest for the Week of Sept. 6th
Though it was a short week due to the Labor Day holiday, there was no shortage of online video industry happenings this week. As I've been doing each of the last few Fridays, following are 5-6 noteworthy industry stories for your weekend reading pleasure.
Ooyala Raises $22 Million to Accelerate Global Expansion
Online video platform Ooyala's new $22 million round is a bright spot in what's been a pretty slow quarter for online video industry private financings. Ooyala's new funds will help the company grow in the Asia-Pacific region. Ooyala said it is serving 550 customers, double the level of a year ago.
Google TV to Roll Out World-Wide Next Year
Even though the first Google TV-enabled devices have yet to be deployed, Google CEO Eric Schmidt said this week that he envisions a global rollout next year. The connected device landscape is becoming more competitive for Google TV given the growing number of inexpensive connected device options.
Business Groups Question Net Neutrality Rules
Three pro-business trade groups urged the FCC to drop its net neutrality initiative, citing the "flourishing" broadband market and concerns that regulations will curtail new investments and hurt the economy. It seems like everyone has a different opinion about net neutrality, so the consensus needed to move regulation forward is still down the road.
ESPN, YouTube Link Up for Promo Campaign
This week ESPN and YouTube kicked off their "Your Highlight" campaign, enticing ESPN viewers to upload their own sports clips, with the best ones to be shown on SportsCenter. Then the best of the best will win a trip to ESPN's studios to watch a SportsCenter taping. It's a great promotional concept, using online video to further invest ESPN viewers in the brand. Whoever thought it up deserves a shout-out.
Life Without a TV Set? Not impossible
Another interesting data point to tuck into your back pocket: according to a 2010 Pew study, just 42% of Americans feel a TV set is a "necessity," down from 64% in 2006. Pew interprets this as a loss of status for the TV, as other devices like computers and phones have become video capable. The perception of convergence is taking root.
Categories: Broadband ISPs, Cable Networks, Deals & Financings, Devices, Regulation, UGC
Topics: ESPN, FCC, Google TV, Net Neutrality, Ooyala, Pew, YouTube
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5 News Items of Interest for the Week of Aug 23rd
Following is the latest update to VideoNuze's new Friday feature, highlighting 5-6 of the most intriguing industry news items from the week that VideoNuze wasn't able to cover.
Ads skipped by 86% of TV viewers, but TV ads still most memorable
A new Deloitte survey unsurprisingly finds high rates of ad skipping among DVR users watching time-shifted programs, yet also notes that 52% of respondents say TV advertising is more memorable than any other type (only 2% cited online video advertising). Is there a love-hate relationship with good old TV advertising?
Endemol USA Plans Kobe Bryant Web Series
Online video continues attracting celebrities, with the latest being LA Laker star Kobe Bryant, who will be featured in 8 episodes teaching Filipino kids about hoops. The series is being produced and promoted by powerhouse Endemol. More evidence that independent online video is gaining.
NFL Sunday Ticket To-Go, Without DirecTV
DirecTV unbundles its popular NFL package, selling online access to non-subscribers for $350. It's not clear there will be many takers at this price point, but it does raise interesting possibilities about unbundled subscribers connecting to their TVs and also how sports will be impacted by online and mobile viewing.
TiVo Launches Remote with Slide-Out Keyboard
TiVo is enhancing navigation with a long-awaited keyboard that slides out of its standard-shaped remote control for $90. With TiVo's new Premiere box offering more video choices than ever, quicker navigation is required. As other connected devices hit the market, it will be interesting to see what clever solutions they come up with too.
MTVN's Greg Clayman Heads to News Corp to Lead iPad Newspaper
Amid the ongoing shuffle of digital media executives, MTV Networks lost a key leader in Greg Clayman, who's moving to News Corp to head up their new iPad newspaper. Greg's been on VideoSchmooze panels and we've done webinars together; he always brings great insights as well as a terrific sense of humor.Categories: Advertising, Cable Networks, Devices, Indie Video, People, Satellite, Sports
Topics: Deloitte, DirecTV, Endemol USA, MTV, News Corp, NFL, TiVo
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TV Everywhere On Track for 30-50 Million Homes By End of 2010: Turner Exec
TV Everywhere services will be available to 30-50 million U.S. homes by the end of this year, according to Jeremy Legg, SVP of Business Development and Multi-Platform Distribution at Turner Broadcasting whom I spoke to last week. Jeremy characterized the 30 million number as "realistic" and 50 million as "plausible." Turner is part of Time Warner, which has been the most significant proponent among content providers of TV Everywhere services; Jeremy is the point person at Turner for its efforts.
I've thought TV Everywhere was a smart concept since it was unveiled last summer, in a high-profile news conference with Time Warner's CEO Jeff Bewkes and Comcast's CEO Brian Roberts. Since then though, pay-TV distributors in the U.S. have been relatively quiet about their TV Everywhere rollout milestones, leading me to grow skeptical about whether they're putting enough muscle behind their efforts. As I argued recently, the stakes for TV Everywhere success have grown considerably as Netflix in particular has ramped up its online offerings, getting closer and closer to pay-TV players' traditional turf.
Categories: Cable Networks, Cable TV Operators, Satellite, Telcos
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5 News Items of Interest for the Week of Aug 16th
I've received positive feedback on the Friday feature I introduced 2 weeks ago, highlighting 5-6 of the most intriguing online and mobile video industry news items that I noticed during the week. As a result, I'm continuing on today and look forward to your further reactions.
As a reminder, each day in the right column of both the VideoNuze web site and email you'll find the "Exclusive News Roundup" which includes the most relevant online and mobile video industry articles that I've curated from numerous sources around the web. Typically there are 35-40 links rounded up each week, which means VideoNuze now has thousands of links available, all fully searchable. This is an invaluable resource when doing research and I encourage you to take a look next time you're hunting for a specific piece of online/mobile video information.
Now on to this week's most intriguing news:
Hulu is Said to Be Ready for an I.P.O.
The big news leading off the week was that Hulu is testing the waters for a public offering valuing the company at $2 billion. Investors beware: while ad sales are up, exclusive deals with key TV networks are short-term, subscription service Hulu Plus is still unproven and competition from Netflix and others is intensifying. If the deal works, it will be a huge milestone for the company.
Rumored $99 iTV Could Pave Way for $2,000 Apple-Connected Television
A Wall Street analyst conjectures that Apple is well-positioned to offer a high-end, connected TV. Apple has been on the sidelines as online video makes its way to the TV, surely this won't remain the case forever.
Netflix Lust for "True Blood" Is Unrequited As HBO Blocks Path
Though Netflix just landed Epix, it is unlikely to get a deal with HBO any time soon, as the big premium network is committed to its current distribution partners, and to its own online extension, HBO Go. Netflix will still find plenty of other willing partners given its strong motivation to acquire streaming content rights.
In Battle of Smartphones, Google Has the Right Answer
With Google's Android phones proliferating, the iPhone's market share is slipping. And with Android tablets coming, the iPad will soon be in the crosshairs from competitors. For mobile video this means more choices and flexibility.
Net Profits for BermanBraun
Big ad agency Starcom MediaVest commits up to a $100 million to upstart Hollywood producer for deeper brand integrations. More evidence that ad spending is moving online and in more creative ways.Categories: Advertising, Aggregators, Cable Networks, Deals & Financings, Devices, Mobile Video
Topics: Apple, BermanBraun, Google, HBO, Hulu, Netflix, Starcom MediaVest
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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)
Click here for previous podcasts
The VideoNuze Report is available in iTunes...subscribe today!Categories: Aggregators, Cable Networks, Podcasts
Topics: EPIX, Netflix, Podcast
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With Its Epix Deal, Netflix Once Again Shows Data is King
Among the many speculations surrounding this week's Netflix-Epix deal is how much Netflix is actually paying. While there have been rumors
suggesting the tab could run as high as $1 billion, nobody except the principals really knows. However, after talking with a Netflix spokesman yesterday, it is likely that whatever Netflix's is paying, it is virtually guaranteed to receive a satisfactory ROI. That's because Netflix has once again mined the extraordinary value of its user data to inform a critical business decision.
Categories: Aggregators, Cable Networks
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Netflix Lands Epix for Significant Expansion of Streaming
Netflix is announcing this morning that it has licensed both new release and catalog movies from premium cable network Epix for instant streaming. Epix is owned by and has rights from three studios, Paramount, Lionsgate and MGM. While the partners didn't specify which movies are covered under the deal and digital distribution rights can be confusing, MGM is the studio behind the James Bond franchise, and Paramount is behind the Indiana Jones franchise, so among other titles, Netflix could be getting some major attractions with the deal.
Aside from its deal almost 2 years ago with Starz, the Epix deal is the most significant license Netflix has yet reached. It is also further evidence of how important Netflix, with its strong desire to gain content rights, is becoming as a Hollywood customer. The multiyear deal will kick in on September 1st.
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