Posts for 'Tubi TV'

According to new data from Hub Entertainment Research, Amazon’s Prime Video now has the highest percentage any major SVOD provider taking its ad-supported tier. And it happened by Amazon simply flipping a switch at Prime Video to make ads the default for all subscribers. Perhaps most interesting is that two other major SVOD providers - Netflix and Disney+ used completely different strategies in introducing their ad tiers. Colin and I discuss why Amazon’s move is so significant for the company and the broader streaming industry.

Meanwhile this week Disney reported a $47 million profit in fiscal Q2 ’24 in its DTC segment, which includes Disney+ and Hulu. Profitability hadn’t been forecast until 6 months from now. It also added 8 million D+ subscribers domestically in the quarter. But as Colin details, closer analysis shows that Disney’s recent deal with Charter somewhat obscures the gains. There’s also the pressing question of whether DTC can be sustainably profitable.

We tackle lots of other juicy topics this week too: Tubi’s continued growth, advertising’s increasingly important role in supporting the streaming ecosystem, WBD’s cost-cutting and bundling plans with Disney, plus more.

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On this week’s podcast, Colin Dixon and I boldly  introduce to the industry a new acronym (technically it’s a “macronym” or “nested acronym”).

We’re all aware that free ad-supported TV (“FAST) services are currently all the rage and that many are predicting it will become a multibillion dollar streaming segment in the years ahead.  

Content providers, TV OEMs and TV networks are seizing the opportunity by launching new FAST services to capitalize on two key trends - advertisers’ insatiable demand for premium CTV ad inventory and viewers’ SVOD fatigue especially as economic uncertainty surges.

All of this makes FASTs a “road to gold” in the short-term.

But, in the longer-term, an unintended consequence of FASTs’ growth may be to precipitate accelerated churn among SVOD providers. Hence the new macronym: SVOD Losses On the Way (“SLOW”).

There are still only 24 hours in the day, and viewers constantly make choices about what to watch, what services get displaced and what they’re willing to pay for. If viewers reapportion their viewing time to strong FAST services that are flooding the market, then they’re being “trained” to consume free premium video via FASTs. Further, their expectations for ever-better shows to be accessible without payment also escalates.

SLOW is a concept I’ve been contemplating for some time, especially as I read one FAST-boosting report or article after another, as well as observing the slowing growth SVODs are already experiencing.

But this week’s announcements of WBD moving “Westworld” plus a trove of other programming to Tubi and to The Roku Channel FAST services really crystallized things for me. After all, “Westworld” is a show that garnered 54 Emmy nominations and 9 wins in its four-year run. Its popularity has faded recently and HBO cancelled it, but it still boasted a familiar, name-brand cast. For HBO, it was no “Game of Thrones” or “The Sopranos,” but it was respectable. Now all 36 episodes will be available completely for free on Tubi and The Roku Channel.

To be clear - and as I say in the podcast - I remain a fan of FASTs. I’m only raising the caution flag that the decision-making around which FASTs to launch and what premium content will be included must be made with a lot of strategic awareness. Companies condition their customers what to expect; once this conditioning is set it is incredibly difficult to recondition them.

Note: There will be a dedicated session on whether FASTs are a road to gold or a road to “SLOW” at VideoNuze’s CTV Advertising PREVIEW virtual event on Feb. 28th afternoon. Sign-up is complimentary. Initial speakers being announced next week.

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Tubi streamed 3.6 billion hours in 2021, a 40% increase over 2020, with 56% of its viewers unreachable by advertisers through linear TV and 27% of them unreachable through other free AVOD services. 71% of Tubi’s viewers don’t subscribe to a pay-TV services. Tubi’s median viewer age is 39 years old, 16 years younger than non-streamers, with 2 out of 3 viewers age 18-54 years old.

All of the data is from Tubi’s newly released report, “The Stream: 2022 Audience Insights for Brands” which explains key trends in consumer behavior with streaming and the impact that ad-supported streaming is having. The report draws research from multiple third-party sources, proprietary Tubi data and results of a survey of 6,000+ consumers fielded by MarketCast. The report highlights the value of AVOD for advertisers and how it complements linear TV.

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The following session was recorded at VideoNuze's Connected TV Advertising PREVIEW: 2022 virtual conference on January 27, 2022.

Publishers’ Perspectives: How to Win in the Connected Living Room
Premium ad-supported video services – including on-demand, live, linear and a combination – are having a big impact as consumers augment their SVOD choices. How are publishers winning in the connected living room – gaining audiences and monetizing effectively?

- Rob Christensen - VP, Advanced TV, Vevo
- Daniel Church – Head of Advanced TV Product, Beachfront Media
- Tyler Fitch – SVP, Advanced TV and Partnerships, Tubi
- Meredith Goldman – VP, Publisher Ad Solutions, Roku
- Colin Dixon – Founder and Chief Analyst, nScreenMedia (moderator)

Late last week Tubi and measurement partner TVSquared released new data demonstrating streaming’s incremental reach to linear TV. Of course, in the era of cord-cutting, CTVs proliferating and FASTs surging, it is not surprising that advertisers must increasingly turn to streaming services to reach certain audiences that have tuned out to linear TV.

But the Tubi/TVSquared data quantifies the opportunity across four industry categories, automotive, quick service restaurants (QSR), consumer packaged goods (CPG) and entertainment. The companies found that 93% of the impressions delivered via Tubi were incremental to linear TV.

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The following video was recorded at VideoNuze's Connected TV Advertising Brand Suitability Summit virtual on November 17, 2021.

How CTV is Being Embraced Throughout the Ecosystem
Covid accelerated the most important trend in the TV ecosystem: the massive shift in viewership from linear TV to streaming, with ad budgets following the eyeballs. Learn how this transition is unfolding and what it means for the future of TV and advertising.

- Natalie Bastian – SVP, Head of Marketing, Tubi
- James Brown – EVP, Content Distribution and Marketing, REVOLT
- Rene Santaella – EVP, Digital and Streaming Media, Estrella Media
- Sarah Shriver – VP, Global Content Monetization & Strategy, A+E Networks
- Colin Dixon – Founder and Chief Analyst, nScreenMedia (moderator)

Watch the session video now!

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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.

Colin has just released an in-depth white paper on the free ad-supported streaming TV (“FAST”) market, underwritten by Verizon Media, and on today’s podcast he shares his key takeaways and assumptions (note, I have not yet had a chance myself to review the paper which is free to download).

The paper also includes Colin’s forecast for FAST services’ advertising revenues in the U.S. alone. Colin has built his model with both a top-down industry analysis and a bottoms-up review of FAST services including logging ad pod durations, frequency, fill rates, etc, and consulting with numerous industry leaders. Colin sees FASTs generating $2.1 billion in ad revenue in the U.S. in ’21, increasing to $4.1 billion in ’23, though he notes he may be erring on the conservative side.

If you’re interested in the FAST market and especially how it relates to AVOD, Colin’s paper is a must to download. Colin’s also eager to refine his model further, so please feel free to share your feedback directly with him.

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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.

SVOD providers have been the dominant force in creating original TV shows for streaming, but as the recent NewFronts underscored, AVOD services like Roku, Crackle, Tubi and many others are also forging ahead with their own originals.

On today’s podcast Colin and I discuss why it’s strategic for AVODs to pursue originals, how they’ll differentiate at a time when SVOD productions are increasingly lavish, what impact lighter ad loads will have and how these originals will be available - solely on-demand or also in free ad-supported TV / FAST? It’s still quite early and there are lots of questions to consider.

(Note: Colin will be moderating a session titled “FASTs + AVOD = Big Opportunity” at next week’s Connected TV Ad Summit virtual, with executives from Tubi, A+E Networks, Digitas and Wurl, which includes discussion of originals and ad loads. Complimentary registration!)

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If you were one of the 14,000 attendees of last week’s NewFronts presentations, a central message that you couldn’t miss was that streaming has become an essential way for advertisers to reach 18-49 year olds. The coveted age group, which has long been the bread and butter for TV networks, is rapidly shifting its video consumption behaviors, and NewFronts presenters wanted ad buyers to know that they can either follow the eyeballs or risk losing access to this huge cohort.

Presenters expressed the message in different ways, but here are a few that caught my attention:

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Tubi is adding 80 live local 24 hour news feeds from station groups Cox Media Group, Hearst Television, Scripps and TEGNA to its “News on Tubi” collection in the U.S. When combined with the 17 FOX TV station feeds and Altice USA’s News 12 New York, Tubi will have nearly 100 local news feeds across 58 Designated Market Areas and 24 of the top 25 DMAs when fully rolled out during 2021. Tubi believes this is the most comprehensive local news reach for any AVOD service.

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Welcome to the 545th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.

AVOD services are growing strongly, yet linear TV still accounts for 90% of video ad spending. This week Colin and I discuss a new report from Tubi that details how advertisers can now only reach a sizable share of younger audiences by shifting more spending to AVOD. With AVOD services poised to grow even further in ’21, advertisers will be pressed to reevaluate their spending decisions.

Meanwhile, it’s not just AVOD that’s growing, it’s SVOD too, as Netflix’s Q4 and full year earnings report underscored. Netflix added nearly 37 million subscribers, with international making the biggest contribution. We dig into the highlights of the report, including analysis of differences in Netflix’s results by region.

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Tubi’s new audience report “The Stream: 2021 Actionable Audience Insights for Brands” makes a compelling case that streaming gives advertisers incremental reach to younger viewers and that Tubi itself is a strong complement to linear TV advertising. The broad industry trends are well-understood: for younger audiences especially, cord-cutting is up, linear viewing is down and streaming is soaring. All of this means advertisers are having a harder time reaching younger viewers.

Specifically, Tubi revealed that 48% of its viewers don’t have pay-TV, contributing to Tubi’s growth to 33 million monthly active users in 2020, with 2.5 billion hours streamed across its 30K titles. Importantly, Tubi’s audience is over 20 years younger on average than linear TV viewers. Tubi said that 80% of its streamers can’t be reached via the top 25 cable TV networks, 68% can’t be reached via other AVOD services, and 64% can’t be reached via Fox, Tubi’s parent. Tubi also noted that 84% of its viewers watch Tubi on a connected TV.

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With people spending more time at home due to the virus, there has been a ton of speculation around what impact this will have on streaming consumption. For example, based on prior disruptive incidents, Nielsen estimates viewing could increase 61%. WURL released data that it saw 7%-44% regional increases on its platform last weekend. A message I received yesterday from SpotX said its experienced a 16% increase in video ad inventory across their entire global marketplace. So the data suggests increases, the range of them is pretty wide.

A sub-question within the “streaming is surging” speculation is how it affects AVOD vs. SVOD services. Even before the virus the dynamics in both categories were fluid. AVOD services are benefiting from multiple tailwinds: cord-cutting, CTV-based viewing, targeting, content proliferation, etc. SVOD services were proliferating, with new competitors like Disney+, Apple TV+, Peacock and soon HBO Max (Quibi could be included too, although its mobile-only). From my perspective, the new competition made incumbents like Netflix look vulnerable. I calculated there was a decent chance Netflix would actually lose subscribers in its US/Canada region in Q1, which would be unprecedented.

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