Posts for 'Samsung'

The following video was recorded at VideoNuze’s fourth annual Connected TV Advertising Summit virtual on June 8, 2023.

Inside CTV’s Biggest Opportunities and Challenges  - The Three Year Perspective
With nearly 9 in 10 U.S. homes now having at least one CTV device and adoption in other countries rapidly growing, ad-supported streaming services proliferating and brands hungry to replace lost linear TV impressions, the CTV advertising has become the hottest sector of the ad market. Go inside all the key CTV advertising trends with senior industry leaders who will explore the biggest opportunities and challenges over the next 2-3 years.

Laurie Crowley - SVP Group Director, Investment, Havas Media
Stacie Danzis - SVP, Digital Ad Sales, A+E Networks
Justin Fromm - Head of Insights, Samsung Ads
Darren Olive - President, Sales & Strategy, Crackle Connex
Tom St. John - Head of Partnerships, Beachfront
Danielle DeLauro - EVP, VAB (moderator)

This week on Inside the Stream nScreenMedia’s Colin Dixon and I discuss the intensifying competition among TV operating systems and in particular why two large TV manufacturers - Samsung and LG - are licensing their TV operating systems to smaller competitors. Earlier this week Samsung announced deals with three manufacturers to license its Tizen OS.

Given the competition, it appears that the primary monetization opportunity is through wider distribution of their respective content services, Samsung TV Plus and LG Channels, to gain more advertising revenue. But as we discuss there are likely other motivations as well.

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Conviva released detailed streaming viewership data late last week for Q2 ’20, finding that Samsung is the clear leader in smart TV viewing time while Roku leads in connected TV devices. Globally, CTV devices accounted for 48% of viewing time, with Roku holding a dominant 49% share of CTV time (followed by Fire TV at 29%, Apple TV at 8.7% and Chromecast at 7.3%).

Smart TVs accounted for 15% of streaming viewing time, with Samsung holding a 49% share (followed by LG at 23% and Vizio at 11%). Rounding out the share of streaming viewing time, gaming consoles accounted for 11%, desktop and mobile each at 10% and tablets at 5%.

CTV devices have an even higher share of streaming viewing time in North America (56%) compared to smart TVs (14%).

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Likely the most interesting news from CES this year is that Apple is finally partnering in meaningful ways with big TV manufacturers. Most notably, Apple is creating an exclusive iTunes app for certain Samsung smart TVs. It is also enabling AirPlay 2 and HomeKit support on certain Samsung, Vizio, LG and Sony smart TVs which means users can display content from their Apple devices (iPhone, iPad, Mac) on their big screens.

Apple’s moves are certainly a nod to how important its services/content business is becoming. But 2019 is a huge year for Apple in defining its place in the content ecosystem, with a $1 billion reportedly allocated to create original TV shows. The business model for these shows has been shrouded in mystery, but several months ago, CNBC reported that the shows will actually be given away for free to Apple’s device owners as part of the TV app which will also include subscription options akin to Amazon Channels.

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I’m pleased to present the 402nd edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

This week we start by discussing Hulu’s growth to over 17 million subscribers, which it reported earlier this week. Both of us are impressed by the numbers, which makes Hulu a firm #3 in the SVOD market. The key number that we’d like to know is how many new subscribers are taking the ad-supported version, which has dominated in the past.

Hulu’s and SVOD’s growth have come at the expense of viewers owning and renting video, as Colin explains in his review of recent Q4 ’17 DEG data. DVDs fell a whopping 22% vs. Q4 ’16 and rentals were down as well. The only category that grew was SVOD. Related, the dominance of SVOD makes me wonder how Apple is going to monetize its high-profile original TV shows. If Apple sticks with a transactional model it will be facing serious headwinds.

Finally, Colin shares a few thoughts on CES product news from Samsung, LG and Intel.

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Late last week, Visible Measures released its quarterly Branded Video Report for Q2 '14, finding that branded videos were watched 2.8 billion times, an increase of over 50% vs. Q2 '13. The big driver of the record quarterly views was the World Cup, with videos related to it accounting for 19%, or almost 555 million of the views.

Nike was by far the biggest winner of World Cup related branded videos, with nearly 259 million True Reach views during the quarter, 84% of which were from its eight World Cup videos. Nike wasn't even an official World Cup sponsor, but its videos received 2.5x the 103.7 million views of adidas, which was the official sponsor and landed the brand in 3rd place for the quarter.

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Judging by the pre-show buzz, the main focus at this year's CES (which kicks off next Tuesday) will be on Ultra High-Definition TV, or "4K" TV. If this seems familiar, it's because UHDTVs were the main focus of last year's CES as well. Clearly TV manufacturers have settled on UHDTV as the next "big thing" to motivate consumers to upgrade. However, in 2013, UHDTV's high prices, impractically large screen sizes and lack of 4K content led to extremely limited adoption in the U.S. So the question is: will UHDTVs find better success in the U.S. in 2014?

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As online video adoption and longer-form viewing have grown, consumers have become increasingly interested in moving the experience to their TVs. This trend has certainly helped to drive interest in connected TV devices (e.g. Apple TV, Roku, Chromecast, etc.). But even as these devices have proliferated, TV manufacturers have promoted Smart TVs, which connect to the Internet and generally offer a handful of pre-integrated apps, most prominently Netflix, Hulu Plus, YouTube, Pandora and others.

Since connected TV devices are relatively cheap (Chromecast set a new low in 2013 at $35) and are easy to install, no longer must consumers be required to buy a whole new TV simply because they want to stream Netflix, for example. No doubt, this dynamic - combined with the saturation of HDTVs and the adoption of mobile devices for viewing video - all contribute to global TV sales being down in 2013 for the second year in a row, the first time this has ever happened.

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Samsung has announced that it has licensed the Reference Design Kit (RDK) from RDK Management to accelerate delivery of next-generation IP video onto new devices. RDK Management is a joint venture between Comcast and Time Warner Cable, with the aim of developing a standardized set of software bundles for set-top boxes.

The RDK is a pre-integrated software bundle, initially developed and licensed by Comcast to create a common framework for powering tru2way, IP or hybrid set-top boxes and gateway devices. The RDK’s software bundle can also power gateway devices, and other devices like connected TVs and other CE devices.

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Reports surfaced last week that Intel Media's planned OTT pay-TV service "OnCue" has hit a major speed bump, and the company is now looking for potential partners such as Samsung or Amazon to help get the service launched.

I for one was not surprised by the news, as I've regarded Intel Media's pay-TV venture as facing extremely long odds. As well, I view the likelihood of Samsung, Amazon, or anyone else riding to Intel's rescue as being similarly improbable. Since Intel Media reportedly has had a 300-person team working on OnCue for almost 2 years, its potential demise would be an expensive lesson for the company in how hard it is to break into the pay-TV industry.

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There was an eye-opening data point in VEVO's viewership report for the first half of 2013, published this week: 50% of its U.S. video views now come from mobile, tablet and connected TV devices. In fact, in an interview on Bloomberg in late August (see below), VEVO CEO Rio Caraeff said non-desktop U.S. views are now over 500 million per month, more than half of its approximately 1 billion U.S. monthly views. He also characterized non-desktop as the fastest growing part of VEVO's business.

The 50% non-desktop number is the highest I've seen disclosed by any online video content provider. Over the past year, when I've informally asked content providers about mobile/connected TV views, I've typically heard 25%-30%. By comparison, YouTube (note, VEVO is the largest partner) says on its site that mobile is 25% of its global watch time.

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One of the big trends in the online video world these days is big independent video providers seeking to expand their distribution and monetization beyond YouTube while controlling more of their own destinies. The trend is gaining further momentum as the WSJ is reporting that VEVO intends to launch its music app on Apple TVs and Samsung Smart TVs, and AllThingsD is reporting that Maker Studios is acquiring Blip.

According to comScore's July online video rankings, VEVO was the top-ranked YouTube partner, with 47.6 million unique viewers and 581.9 million videos, while Maker Studios was ranked third, with 28.6 million unique viewers and 530.7 million videos.

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I'm pleased to present the 187th edition of the VideoNuze weekly podcast with my weekly partner Colin Dixon of nScreenMedia. During the short July 4th week news broke that Samsung acquired Boxee. Today, we discuss whether the deal makes sense and how much Samsung could benefit. Colin believes that Samsung will benefit by being able to integrate live broadcast TV more seamlessly into its Smart TVs, something that has been missing to date, but which Boxee excelled at with its Boxee TV service.

While that would be a step forward, it feels to me like a relatively limited value proposition, since cable TV networks wouldn't be included unless a CableCARD slot was available. Even as a second TV in the home as Colin proposes, a Samsung/Boxee Smart TV seems like it would have limited appeal, due to the rise of tablet-based viewing and the ability to access broadcast TV via Hulu, network sites/apps, pay-TV operator apps, etc. (a larger question raised is whether 2nd TVs have much of a future themselves).

While Colin and I agree that the rumored $30 million purchase price for Boxee is a drop in the bucket for a goliath like Samsung, it's not clear yet how much of a return they'll get.

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I'm pleased to present the 186th edition of the VideoNuze weekly podcast with my weekly partner Colin Dixon of nScreenMedia. Colin attended a CDN conference earlier this week first shares observations on the potential long-term rollout of 4K TV and HEVC, along with the deployment of Netflix's Open Connect CDN based on conversations with Netflix and Time Warner Cable.

Next we turn to data from NPD earlier this week indicating that for watching TV shows, DVR usage is more than twice as popular as SVOD services like Netflix, Hulu Plus, Amazon, which I wrote about earlier this week. Colin caveats the data, noting that in SVOD-specific homes he believes the usage is stronger than NPD suggests.

Lastly we touch on news that Samsung will be selling curved TVs, for $13K apiece. Colin and I are skeptics, to say the least.

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Unless you've been living under a rock for the last year or two, you've no doubt had your fill of stories about the elusive Apple television set - not the existing puck-like Apple TV device, but the actual full screen monitor. At the risk of adding to the topic's cacophony, today I'd like to articulate why, with CES now behind us, I believe Apple has a massive opportunity and that a television is 100% inevitable - with the only question being the specific timing of its introduction.

Apple's television opportunity is not simply to one-up the competition's stable of Smart TVs, but to re-imagine the entire TV experience as an integral part of our lives. Simply put, Apple's task is to leverage all of the foundational pieces that already exist - high-speed broadband delivery, Wi-Fi, HDTV, its robust app store/developer network, and the massive installed base of touch screen iPads and iPhones - and then to create an unparalleled experience layer that allows users to do things heretofore unimaginable.

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