Podcasts

In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I cover a range of topics including the YouTube app’s new feature enhancing viewers’ TV experience, plus new FAST channels from 60 Minutes, The Weather Channel and the BBC.

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In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I mix up our usual format by discussing a range of topics that hit our radar this week, including data supporting SVOD’s strength, a new streaming service the NFL is planning to launch, a live-streaming commerce company called Firework which just raised $150 million, and others stories.

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In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I discuss how SVOD services are diversifying their monetization models beyond purely subscriptions. Examples of services doing so include Disney+, Netflix, HBO Max and Curiosity Stream. We examine what’s behind these moves and the multiple benefits they deliver.

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In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I discuss new data from Hub Research that highlights streaming’s ongoing surge. For example, 89% of survey respondents have a streaming subscription, with half of respondents to at least 3 of the “big 5” services (Netflix, Hulu, Amazon, HBO Max and Disney+). Colin and I explore all of the data and what it means.

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In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I discuss some of our takeaways from the NewFronts presentations this week. Connected TV, original shows, audience targeting and shopability were at the forefront. We also touch on Roku’s recent results.

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In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I discuss the Q1 results of Comcast and YouTube, as well as a new report from Pixability that details YouTube’s massive reach.

Colin leads the discussion of Comcast, which lost 512K video subscribers, leading to a total loss of 1.7 million subscribers in the past 4 quarters. On the broadband side, subscriber growth slowed to 262K, compared with 434K a year ago. Peacock was a bright spot, reaching 28 million monthly active users and 13 million paid users.

Separate, YouTube’s revenue grew at a slower 14% rate in Q1, to $6.9 billion. We discuss more of the details of YouTube’s performance which remains very strong. Pixability also released a valuable new report showing the extent of YouTube’s massive reach and its proliferation on connected TVs. The report is available as a complimentary download.

Colin wraps up with a few takeaways from NABShow earlier this week.

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In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I discuss Netflix’s Q1 results which included a loss of 200K subscribers vs. a forecast gain of 2.5 million.

Netflix provided a number of reasons for the loss, which we explore. We’re both excited about the prospects for a lower priced ad-supported option, which is long overdue. We’re less sanguine about Netflix reeling in widespread password sharing, which it has traditionally sanctioned and now reaches an estimated 100 million households.

Listen on to hear all of our observations about Netflix’s challenges and what it can do to restart growth. (29 minutes, 46 seconds)

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In this week’s Inside the Stream podcast nScreenMedia’s Colin Dixon and I interview Ben Kaplan, president and CEO of Backlight, a media technology company that has launched. Backlight has 5 business units comprising companies it has invested in that span the video creation and distribution lifecycle. Backlight has been funded with a $200 million investment from PSG, a growth equity firm.

The companies include ftrack, iconik, Celtx, Wildmoka and Zype.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

First up this week Colin shares thoughts on Philo’s pro-subscriber approach, based on an interview he listened to with CEO Andrew McCollum. He discusses holding the line on pricing, offering new content packages and personalized channels.

Next we explore Nielsen’s newly released survey data on streaming, highlighted by the data point that there are over 817K streaming titles now available in the U.S. No wonder that nearly half of respondents feel overwhelmed by all the different streaming options now available.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

First up this week, Colin and I discuss CNN+ which launched this week. For now there’s limited connected TV availability, so that’s a key challenge to surmount. Overall we agree it’s a smart strategy by CNN and will fit well with other streaming services from WarnerMedia Discovery.

Then we catch up on Apple’s latest streaming moves, including starting to stream Major League Baseball games and winning the Oscar for CODA.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

At NBCUniversal’s One22 developer conference this week, ShoppableTV was one of the innovative ad experiences showcased. ShoppableTV allows viewers to buy products while they’re watching TV. In this week’s podcast Colin and I discuss ShoppableTV’s opportunity and what the potential challenges are.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

This week Colin shares thoughts SVOD growth, citing a new forecast from Digital TV Research forecasting subscriptions will reach 1.75 billion globally in 2027. Then Colin shifts to data from Omdia indicating that vMVPD subscribers use 13.5 streaming services per month, almost double non-vMVPD subscribers.

We also spend some time discussing the evolution of alternative currencies developing to Nielsen for measuring ads on premium video services.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

Last Sunday’s Super Bowl was viewed by over 112 million people with around 10% or more streaming the game. On today’s podcast Colin and I discuss the mostly positive experiences that streamers had, albeit with latency that ranged up to 40+ seconds.

We also discuss strong results for Paramount+ and what’s ahead for the company.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

Disney+ added nearly 12 million subscribers in the recent holiday quarter, an encouraging sign that bundling Disney+ with Hulu and ESPN+ is a highly effective strategy. Disney+ also had strong gains in the US and Canada market, adding 6.6 million subscribers in the quarter, while Netflix by comparison added only 1.2 million. Colin and I dig into all the Disney+ numbers and discuss what might be next.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

Google reported another strong quarter of advertising revenue for YouTube in Q4 ’21, up 25% to over $8.6 billion. For the entire year YouTube ad revenue was nearly $29 billion. Add in subscription fees from YouTube and YouTube Premium and the company’s total revenue in 2021 was likely in the $35 billion range.

Colin and I discuss the details. Colin also shares new data from Conviva highlighting Roku’s viewership advantage vs. all other streaming devices.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

The past 2 afternoons were VideoNuze’s Connected TV Advertising PREVIEW: 2022 virtual. Over 25 speakers participated on 9 sessions across the 2 afternoons. On today’s podcast we discuss some of the highlights of the conference and our takeaways.

I plan to post all of the session videos on VideoNuze early next week.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

This week we discuss Netflix’s Q4 ’21 earnings report released yesterday and its forecast for Q1 ’22. Both came up a little light, as the SVOD category continues to mature, Covid pull-forward creates tough comparisons, there’s intensifying competition, and Netflix’s release schedule for popular content shifts.

All of that said, with over 220 million global subscribers, Colin and I still see Netflix as the SVOD category leader well into the future.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

This week Colin has been following various reports of NBA, MLB and Premier League potentially coming to streaming, courtesy of Sinclair, Apple and DAZN. Colin explains more about what this might mean for the industry, as consumers seek out new alternatives.

Then we discuss NBCUniversal’s move that it has selected iSpot.tv as its first cross-platform video certified measurement partner. NBCU’s move is the latest by the industry to find a new currency alternative to Nielsen, the long-time standard and to better compete with digital options. NBCU said more measurement partners will be announced.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

This week Colin leads off with highlights of smart TV innovations announced at CES. Then we discuss why Peacock streaming every moment of every event of the upcoming Winter Olympics is a big win for the service and also a milestone decision for parent NBCUniversal.

Finally, HBO and HBO Max ended the year with nearly 74 million subscribers, which we both shows clear momentum and how they’re moving past the decision to withdraw from Amazon’s Channels programs earlier this year. HBO Max is one of few subscription services that doesn’t need Amazon’s distribution strength.

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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

It’s been another incredibly busy year in streaming video, with more than enough to write and talk about each week. As is our tradition for the last podcast of the year, today Colin and I parse through the year’s activity and identify what we believe were the top 10 most important stories of the 2021 and why. Please let us know if you agree or disagree with any of our choices, and if we missed something huge that should have been on the list.

We wish you all happy holidays!

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