Posts for 'Podcast'

I'm pleased to present the 249th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week we tackle a topic that has gained a lot of recent attention - whether SVOD services (e.g. Netflix, Amazon, Hulu, etc.) are starting to bite into broadcast and cable TV networks' ratings and advertising revenues. The mantra from TV network executives and their studio brethren over the past few years has been that SVOD licensing revenue was purely incremental to their ad revenue.

But a slew of Q3 data, including large declines in C3 viewing (especially among under 49 year-olds), flat-to-down TV ad revenues being reported by TV networks and excellent new analysis from researchers at Bernstein, MoffettNathanson and elsewhere suggest that we may actually be at the beginning of structural audience shift from linear/TV to SVOD, with TV advertising dollars leaking over to digital and online video.

This would obviously be significant new challenge for TV networks/studios, all the more so because their own content licensing deals are the key enabler of SVOD services' appeal in the first place - and thus the shift.

It's a fascinating topic with many long-term implications…listen in to learn more!

(And note, we will dig deep into this topic at the Dec. 4th VideoSchmooze NYC in our opening session with Nielsen's SVP, Client Insights Dounia Turrill and Leichtman Research Group's President and Principal Analyst Bruce Leichtman. Register now to save and to win a TiVo Roamio Plus with Lifetime service!)

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 248th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

Amazon introduced a new connected TV device this week called the Fire TV Stick, priced at $39 ($19 for Amazon Prime members). We discuss where Fire TV Stick fits in the market - will it cannibalize sales of Chromecast and Roku Streaming Stick? Or, as Colin sees things, will it instead cannibalize its sibling the Fire TV, which is priced at $99?   

Next, we turn to YouTube's potential ad-free subscription service, which the company's CEO Susan Wojcicki teased earlier this week. We dig into YouTube's subscription prospects and its challenges. Together with HBO OTT, CBS All Access plus Vimeo and Starz (both of which also announced subscription plans this week), there's been a huge surge of interest in subscriptions, with more likely to come.

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 247th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week we talk about so-called "hybrid set-top boxes" and why we believe they're poised to play a critical role in the video ecosystem, especially for pay-TV operators. A hybrid STB can handle both traditional linear TV feeds and also broadband/IP/apps. Comcast's X1 is a great example, as are TiVo's boxes. Another technology approach which creates the same capability is from ActiveVideo Networks.

Colin and I both like hybrid STBs because they give the operator the ability to blend pay-TV/VOD/DVR with OTT. One prime opportunity of this that I see is for Netflix to be included in Comcast's X1, as I explained earlier this week. Just to give one example of how compelling these integrations can be, Colin cites the example of UPC Hungary, which integrated the YouTube app. Within a few months, 72% of its subscribers have used YouTube, averaging 45 minutes per session.

Colin notes the big win for subscribers here is convenience - it's just easier for people to use one device to access everything. We share additional thoughts on why we think hybrid STBs are beneficial and will become a big trend going forward.

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 246th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

HBO's big OTT announcement generated massive coverage this week. Following my initial 8 reactions I shared on Wednesday, in today's podcast, Colin and I hash out whether HBO OTT will be a seismic event (as many people want to believe) or whether it will be a complete dud.

Given the scarcity of details HBO shared, it's still a lot of guesswork. But Colin and I do our best to frame things, including the all-important questions of what content will be included in HBO OTT and what the price point will be.

These decisions put HBO executives in an extraordinarily sensitive position. It's no exaggeration to say HBO OTT has the potential to reshape HBO's future as well as its parent company Time Warner and more broadly, the contours of the entire TV, Hollywood, OTT and sports industries. Note however, that "potential" is the epically operative word here.

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 244th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

Netflix kicked up a lot of dust earlier this week, when it announced the sequel of "Crouching Tiger, Hidden Dragon," produced by The Weinstein Company, will be available simultaneously as part of Netflix monthly subscriptions and in IMAX theaters when it premieres in August, 2015. The so-called "day-and-date" strategy prompted two of the three big U.S. IMAX chains, Regal and Cinemark, to declare they won't show "Crouching Tiger" on their screens.

The core issue here is whether a meaningful percentage of Netflix subscribers will opt to watch the movie as part of their subscription, thereby cannibalizing potential theater sales. Colin and I agree this risk is high, mainly because a family of four would pay at least $60-$80 just for tickets to see the movie in IMAX, a stark premium over their $8 Netflix subscription.

Admittedly, IMAX is a very unique experience, but with the quality of today's HDTVs and home theater, for many, watching at home is quite stellar. As such, theater owners seem well justified in boycotting the movie to preserve their long-term value proposition.

The "Crouching Tiger" move raises a host of other questions Colin and I also dig into: Will it have a positive impact on piracy? Is Netflix signaling a serious push beyond TV into movies (see also its 4-movie Adam Sandler deal this week)? And, is Netflix shifting toward a more exclusive content strategy?

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 243rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

Earlier this week both Colin and I were intrigued to see AT&T in the market with a new $39 per month offer putting broadband and OTT front and center, with HBO/HBO Go plus a year of Amazon Prime. Just the low tier of U-verse U-basic TV is included. Colin and I both interpreted this as an aggressive move to attract millennials/cord-nevers.

The offer is also the latest by a pay-TV operator using OTT services as a lure. We've seen several European and smaller U.S. pay-TV operators promote Netflix as well. Colin and I discuss how operators are clearly becoming more flexible with regard to OTT services. We wrap up with a  preview of some of the new OTT pay-TV services coming to market and whether a linear TV style package makes sense and whether they too should incorporate OTT services.

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 242nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

Colin joins from Norway this week, after attending the huge International Broadcasting Convention (IBC) in Amsterdam earlier this week. Colin was impressed with what he saw and today we discuss what he perceived as the 4 biggest technology themes there: (1) end-to-end multiscreen solutions, (2) hybrid pay-TV and OTT services, (3) cloud delivery and (4) content security. Colin also highlights a number of companies and their products that hit his radar.

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 241st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week Colin and I debate Apple's priorities, as the company has chosen a major push into the smart watch category instead of pursuing smart TVs and more robust connected TV devices.

Earlier this week I wrote how I find it confounding that Apple hasn't been more proactive about staking a claim in the digital living room, even as Roku, TiVo, Google, Amazon and many others have. To me, it's a big missed opportunity for Apple that the company hasn't laid down as big a bet on the digital living room as it now has on watches.

Conversely, Colin thinks Apple has its priorities right. He articulates numerous reasons why the watch play is savvy and why Apple hasn't yet pursued the living room more aggressively. It's a solid debate with no clear right or wrong answers. Listen in and let us know what you think!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

After a 2 week hiatus while I was traveling in France, nScreenMedia's Colin Dixon and I are back with the 240th edition of our weekly podcast.

The NFL season is now officially underway and with the launch of the NFL Now app, the league is promising to deliver an unprecedented fan experience. Though it's still quite early, Colin and I discuss why NFL Now looks like a very smart move. We're especially impressed with how the NFL is threading the needle between preserving the value in its multi-billion dollar broadcast/cable TV deals while aggressively pursuing online/mobile opportunities. However, for watching live games online, we also note how convoluted the TV Everywhere experience will be this season.

Before we get to the NFL, Colin shares insights on a new report from Ericsson Consumer Lab, which found that OTT providers are surpassing pay-TV providers in customer satisfaction. Colin compares the data for four criteria - price, quality, mobility and content. I think the report is directionally correct, but question how valid it is to compare OTT services that cost around $8/month with pay-TV that can cost 10x this amount. It's worth noting another key takeaway from the report, which is that almost as many people now watch streaming video per week (75%), as watch scheduled broadcast TV (77%).

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 238th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week we talk about the now fizzled Fox-Time Warner deal and the imperative of investing for the future.  As I wrote, I think the deal's collapse is actually a positive outcome for Fox, as it was a risky bet to double down on the saturated and stressed pay-TV ecosystem. A more forward-looking, growth-oriented investment strategy would capitalize on changes being driven by online and mobile video.

Two of the biggest changes are among viewers and advertisers. Illustrating how younger viewers' attitudes are quickly evolving, we discuss new data showing YouTube stars are now more influential among American teens than Hollywood celebrities.

Meanwhile, underscoring how advertisers are now able to take their messages directly to consumers, we note that Nike dominated World Cup branded video viewership even though it wasn't even an official event partner. Another great example is Acura's creative sponsorship of Jerry Seinfeld's "Comedians in Cars Getting Coffee."

Last but not least, this week brought news that Netflix's subscription revenue for Q2 '14 edged out HBO's for the same period - an important milestone showing how OTT business models are coming of age.

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 237th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week we dive deep into the question of whether YouTube is indomitable or vulnerable to new competitors. Colin observes that the 45% revenue split YouTube keeps has opened the door for everyone from Vessel (former Hulu CEO Jason Kilar's startup) to Yahoo to others to approach YouTube stars about better deal terms. Major MCNs like Maker Studios (acquired by Disney) and Fullscreen (rumored to be acquired by Otter Media) are expanding beyond YouTube with their own properties.

However, I don't see much changing with the revenue split, except maybe the largest players getting improved terms. For both established and startup content providers, YouTube offers unparalleled audience reach, publishing tools and monetization. I offer a few examples as proof of YouTube's power: PewDiePie (which now has an astounding 29 million subscribers), Vice News (a pure YouTube news channel now able to take over the NYTimes.com's masthead ad) and Sorted Food (a British startup that has gained 870K+ subscribers on YouTube and now tops its Food category).

For all of these content providers and tons of others, YouTube provides an open, flexible distribution platform unlike anything before it in the media business. Ad splits will continue to be a bone of contention, but YouTube is poised to only get stronger going forward.

(Related, Colin has a complimentary new white paper on how to win and retain OTT customers available here.)

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 233rd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week the Supreme Court ruled against Aereo, essentially ending the ambitious startup's dream of providing low-cost, flexible online access to broadcast TV. Colin and I have discussed Aereo many times on previous podcasts. Both of us are disappointed by the decision and we discuss some of its many implications.

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!
 

I'm pleased to present the 231st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week we explore the concept of the "appification of TV," which means accessing TV programming and experiences via apps on a set-top box or connected TV device vs. through a typical linear or even on-demand/DVR model. Of course apps are already hugely popular on tablets and smartphones, but not nearly so on TV, as they require either a connected TV device or a set-top box that can run apps.

In the latter category is Comcast's new X1, which the company is aggressively rolling out and which currently has a limited assortment of apps available (back in February I shared a video demo of how the NBC Olympics "Live Extra" app works on X1). This week Colin saw a demo of another example - CNNx - a recently announced app from CNN, which we use as a jumping off point for our discussion.

As we discuss, the appification of TV raises a slew of questions, including whether it's a net positive for the broadcast/cable network, the pay-TV operator and the viewer. Colin believes that competitive pressure from online providers will spur the appification process forward, though I think caution will be the watchword particularly given uncertainties around monetizing apps on TV. We raise more questions than we have answers around this provocative topic, but it's all great food for thought.

Listen in to learn more!




Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 227th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

This week we dig into the Turner-Comcast deal from earlier this week, under which Turner is providing past seasons' and full current season's episodes to some of its most popular programs to Comcast for viewing on VOD and TV Everywhere.  As I wrote earlier this week, a key enabler of the deal is Turner's ability to dynamically insert ads in the on-demand streams.

Colin and I agree that, to the extent the deal becomes a template for others, it could have a wide-ranging impact on the ecosystem. To date, Netflix and other OTT providers have been able to aggregate huge libraries of past seasons' episodes, which have fueled binge-viewing.

But as advertising in VOD/TVE grows and improves, it could become the financial foundation for operators to gain far greater content rights. That in turn could change the negotiating balance for content and perceptions of pay-TV operators. Colin and I explain what could be ahead.

Listen in to learn more!

(Note also Colin is hosting a free webinar next Tuesday on Fox Sports Go TVE app. Sign up here.)

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 225th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This week the NewFronts got underway in NYC while the Cable Show was happening in LA. We discuss some of the highlights from both.

Starting with the NewFronts, per new IAB research, we were both impressed with the rising esteem of online video advertising in the eyes of ad buyers. These are the people being courted at the NewFronts, and they now see TV and video as being essentially at parity importance for major product/service campaigns.

Moreover, 2/3 of respondents see their online video spending increasing in the next 12 months, with 67% citing TV budgets as the top source of funding for online video. All of this is certainly good news for the content providers unveiling new programs at the NewFronts this week.

Colin then discusses his observations from the Cable Show where executives cited concerns about creators being drawn to the YouTube ecosystem instead of traditional TV. Meanwhile these classic distinctions are getting blurrier, as evidenced by last week's integration of Netflix with 3 cable operators. It's not just Netflix though - clearly Hulu has aspirations to be integrated as well, and surely YouTube and others are right behind.



Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 224th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This was an unusually busy week with many industry announcements, so today's format is a roundup discussion of four items that seemed most significant to us.

First up is HBO's exclusive new licensing deal with Amazon, which is the latest evidence of the surging value of high-quality content libraries. Second is Apple's reveal that it has sold 20 million Apple TVs to date, making it more than just a "hobby." Next, we turn to Netflix, which reported stellar Q1 results earlier this week. Finally, we look at Comcast's Q1 and Time Warner Cable's Q1 results. Both companies reported healthier video subscriber numbers (though Verizon reported a much smaller quarter for FiOS video subscribers). The question still looms how meaningful cord-cutting is in reality.

(Note, we had major technical issues with Skype this week, so in the last one-third of the podcast I sound like I'm in a fish tank. Apologies in advance.)

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 222nd edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This week we first discuss Sesame GO, a new SVOD service from Sesame Workshop, as a starting point for a broader discussion about the increasing proliferation of high-quality online content.

Colin points out that new entrants to long-form content, like Xbox Studios and Yahoo (per a report from WSJ earlier this week) are adding to the volume of TV-style content online. Just this week at MIPTV, online providers Vice Media, Maker Studios and Dailymotion all did first-ever screenings at the international TV market. Colin sees this trend starting to impact pay-TV, as users still must use different inputs on their TVs to watch online content.

All of this is part of the broader topic of whether OTT services, with high-quality long-form content, will actually find their way into the pay-TV world at some point. I've been skeptical of this in the past, but as programming costs continue to soar, I'm evolving my thinking.

We wrap up with Colin providing an update on Fire TV, which he's now had a chance to use.

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 221st edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. This week we assess Amazon's new Fire TV connected device. As I wrote earlier this week, I see it as a double, but not a home run, and I further explain some of my main points.

Colin believes Amazon also over-stated the problems with existing connected TV devices in its effort to differentiate the Fire TV. Those 3 differentiators were Fire TV's openness, improved search and better performance. Colin only sees the performance as meaningful, with Fire TV's new "ASAP" content pre-loading feature - but with the caveat that it has to actually work (and not just for Amazon's own video).

We also discuss Fire TV's gaming features, which Amazon is clearly betting on, though we're not quite certain exactly where they'll fit in the market. On the positive side, Colin likes how Fire TV will prioritize searched-for content by price and availability.  

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 216th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. In today's podcast, we first discuss Disney Movies Anywhere, which launched this week. Both of us like it a lot (more of my take here). Colin believes it could also become a huge threat to UltraViolet if one other major studio were to adopt Disney's KeyChest technology.

Then we turn our attention to the Netflix-Comcast interconnection agreement, which has taken on a life of its own this week. It's rare when Colin and I see the world completely differently, but in this case, we do. Colin believes the deal sets a dangerous precedent because Netflix is being provided "extraordinary access" to Comcast's network and also that, going forward, if a content provider wants to get good performance on Comcast's network, it would have to do a deal with Comcast.

I don't see it this way. As I wrote earlier this week, the deal strikes me as business as usual, with the joint press release specifically saying "Netflix receives no preferential network treatment." Netflix made a business decision to negotiate directly with Comcast and manage/deliver their content themselves rather than work through a CDN which is what the vast majority of content providers do. This path obviously made sense for Netflix, but remember, it's in a somewhat unique situation because it accounts for 1/3 of all Internet traffic at certain times.

Because Netflix and Comcast said so little about the deal themselves, and because there is so much suspicion of Comcast (and other broadband ISPs) regarding net neutrality, market power, etc., a lot more has been read into this deal than I believe is warranted.

Colin and I have a very vigorous debate on these issues and ultimately agree to disagree :-)

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!

I'm pleased to present the 215th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia. In today's podcast, we welcome as our guest Mark Trefgarne, CEO and co-founder of LiveRail, a leading provider of programmatic video advertising solutions for content providers.

In the podcast, Mark explains what LiveRail does, defines what "programmatic" means to the company, how humans will always be involved in the buy/sell, offers a timeline for how programmatic will take more share of video advertising and articulates the benefits of programmatic to content providers. Mark also delves into the impact of multi-platform, mobile and TV Everywhere delivery plus key challenges ahead and more.

(Apologies in advance, Colin's and Mark's audio levels are a little low. Update - audio levels are fixed)

Listen in to learn more!

Click here for previous podcasts

Click here to add the podcast feed to your RSS reader.

The VideoNuze podcast is also available in iTunes...subscribe today!