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VideoNuze Report Podcast #48 - February 5, 2010
Daisy Whitney and I are pleased to present the 48th edition of the VideoNuze Report podcast, for February 5, 2010.
This week we get started with me reviewing yesterday's post about FreeWheel now serving close to 2 billion video ads per month and signing up MLB Advanced Media as their newest customer. FreeWheel's Doug Knopper told me that it is benefitting from both its new customers and also from year-over-year increases in ads served for existing customers. FreeWheel is also in the middle of the "syndicated video economy" that I've written before, having integrated with big third parties such as YouTube, AOL, MSN, Fancast and others.
Then Daisy describes her interview from last week's NATPE show with Chloe Sladden, director of media partnership for Twitter. The company is planning to launch its Media Developer's Platform later this year, along with new measurement tools. Daisy shares what she learned.
Click here to listen to the podcast (12 minutes, 38 seconds)
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Categories: Advertising, Podcasts, Technology
Topics: FreeWheel, MLB, Podcast, Turner, Twitter, VEVO
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VideoNuze Report Podcast #46 - January 22, 2010
Daisy Whitney and I are pleased to present the 46th edition of the VideoNuze Report podcast, for January 22, 2010.
Daisy gets us started today, discussing recent smartphone research from eMarketer. According to the research, in Q4 '09, the percentage of people saying they're interested in purchasing an Android phone jumped from 6% to 21%, while the iPhone's dropped from 32% to 28%, creating a narrow 7% gap. In addition, research on how the phones are actually used revealed extremely similar behavior, with usage skewed toward reading news on the Internet, using apps, social networking and IM.
Daisy's takeaway is that this could be early signals that the smartphone market may be getting commoditized. I add that with the proliferation of Android phones, and the disproportionate amount of retail shelf space they'll soon take up, Apple could well find itself in the familiar spot of competing against a large and growing ecosystem of well-aligned competitors (i.e. similar to competing against the Windows ecosystem). Time will tell.
We then switch gears and I add some more detail to Boxee's plan to offer a payment platform, which it unveiled this week. Boxee's move is yet another effort to shift the online video model from advertising, which has of course accounted for the dominant share of the online video industry's revenue to date. In addition to Boxee, this week we've also seen additional paid model initiatives: YouTube dipped its toe into rentals, rumors resurfaced of Hulu's subscription plans, and, outside the video space, the NYTimes.com's announced plans to erect a pay wall early next year. And that's all on top of TV Everywhere's rollout.
Click here to listen to the podcast (11 minutes, 47 seconds)
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Categories: Devices, Mobile Video, Podcasts
Topics: Android, Apple, Boxee, iPhone, Podcast
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VideoNuze Report Podcast #43 - December 11, 2009
Daisy Whitney and I are pleased to present the 43rd edition of the VideoNuze Report podcast, for December 11, 2009.
This week Daisy kicks us off, discussing key trends to look for from early adopters online in 2010, based on her recent interview with Bill Tancer, the author of Click, and the head of research at Hitwise. The insights may surprise you. Daisy also discusses what sites are heating up and tools that are available to help you detect trends yourself.
Then I dig into further detail on my post from yesterday, "Lack of Viewership Data Could Stall TV Everywhere," in which I outline concerns cable TV networks have regarding Nielsen's current inability to measure online viewership of TV programs. Until this is fixed, many networks will be reluctant to provide their primetime programs to TV Everywhere providers as they won't receive ratings credit for programs viewed online. If online viewership were to cannibalize on-air viewing, networks' ratings-based advertising revenues would suffer. Listen in to learn more.
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Categories:
Topics: Hitwise, Nielsen, Podcast
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VideoNuze Report Podcast #42 - December 4, 2009
Daisy Whitney and I are pleased to present the 42nd edition of the VideoNuze Report podcast, for December 4, 2009.
Today's sole topic is of course the big news of the week, Comcast's acquisition of NBCU. Daisy and I chat about the winners/losers/unknowns that I detailed in my post yesterday. There are a lot of aspects to the Comcast-NBCU deal and the new entity will have wide-ranging implications for the media industry. Listen in to learn more.
Click here to listen to the podcast (15 minutes, 24 seconds)
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Categories: Broadcasters, Cable Networks, Cable TV Operators, Deals & Financings, Podcasts
Topics: Comcast, GE, Hulu, NBCU, Podcast
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VideoNuze Report Podcast #38 - October 30, 2009
Daisy Whitney and I are pleased to present the 38th edition of the VideoNuze Report podcast, for October 30th, 2009.
This week Daisy first shares her observations from the recent iMedia Summit, where Julie Roehm, the former CMO of Wal-Mart shared insights about the factors driving brands to shift their ad spending to digital media. Daisy also highlights reasons Roehm gave for why the shift isn't necessarily happening as quickly as it should.
Then I dig into 2 of my posts from earlier this week, "Seeking Cable's Formula for Success in Broadband Video," part 1 and part 2, which were based on panels I moderated at the CTAM Summit (an annual conference of cable industry marketers) in Denver. On the one hand my sense is that the cable industry is trying to get its arms around consumers' shift to broadband video usage, but on the other, I think it is focusing too much on its existing TV platform and not enough on embracing broadband video as a new medium. Listen in to learn more.
Click here to listen to the podcast (14 minutes, 38 seconds)
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Categories: Advertising, Cable Networks, Cable TV Operators, Podcasts
Topics: CTAM Summit, iMedia, Podcast
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VideoNuze Report Podcast #34 - October 2, 2009
Daisy Whitney and I are pleased to present the 34th edition of the VideoNuze Report podcast, for October 2, 2009.
This week Daisy and I first discuss my post "Break Media Gains Momentum with Branded Content in 2009" in which I describe how Break, a male-focused entertainment community, has used branded content to differentiate itself and increase revenues. Branded content is a relatively new media form where sponsors fund the production process and have significant creative input or outright control.
Break has been able to offer branded content projects as a value ad to sponsors' media buys on its sites by allocating a percentage of the client's media spend to the projects. I describe how Break does this, along with how branded content has helped it separate itself from competitors and grow revenue by a projected 18% this year.
Related, Daisy then talks about pricing trends in the online video advertising market, quoting ad network BrightRoll's CEO Tod Sacerdoti as saying that he's seen CPMs drop by an average of a dollar or more per quarter since launching in 2006. In his view prices have been inflated due to a "false equilibrium" about inventory scarcity. He sees prices continuing to fall into the low teens, a level at which more advertiser's budgets will flow into the online video medium - though not necessarily from TV. Learn more about Tod's predictions for the industry and Daisy's interpretations.
Click here to listen to the podcast (14 minutes, 12 seconds)
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Categories: Advertising, Branded Entertainment, Podcasts
Topics: Break Media, BrightRoll, Podcast
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VideoNuze Report Podcast #33 - September 25, 2009
Daisy Whitney and I are pleased to present the 33rd edition of the VideoNuze Report podcast, for September 25, 2009.
This week Daisy and I first discuss Daisy's New Media Minute topic of how technology firms should balance free/revenue-sharing business models with paid/licensed approaches. Daisy reports on two companies that have successfully migrated to licensing. The so-called "Freemium" business model has been in the news a lot recently, especially with Chris Anderson's new book, "Free," so the discussion is timely.
Then I touch on my post earlier this week, "Why the FCC's Net Neutrality Plan Should Go Nowhere," which has generated plenty of reader reaction, and has been circulated widely. I'm very dismayed by new FCC chairman Genachowski's decision to intervene in the well-functioning Internet market, and only hope that as the FCC goes through its planned data collection process, it will rethink things and conclude that no new regulatory action is needed at this time.
Click here to listen to the podcast (14 minutes, 6 seconds)
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Categories: Broadband ISPs, Podcasts, Regulation, Technology
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VideoNuze Report Podcast #32 - September 18, 2009
Daisy Whitney and I are pleased to present the 32nd edition of the VideoNuze Report podcast, for September 18, 2009.
This week Daisy and I first discuss my post from earlier this week, "How TV Everywhere Could Turn Cable Operators and Telcos Into Over-the-Top's Biggest Players," which has become one of the most popular posts I've written in the past 2 years.
In the post I asserted that if certain cable operators and telcos were to unbundle their TV Everywhere ("TVE") offering from their video subscription requirement, they could offer a "TVE 2.0" service outside their current geographic areas. In effect they'd be going over the top of their industry counterparts, invading new service territories.
It would be a bold move, but one that I suggested might be irresistible. Between slowing growth in their existing markets and new competitors rolling out OTT services nationwide, big cable operators and telcos could face the prospect of being turned into marginalized, geographically-bound players. I've heard from lots of folks this week about the TVE 2.0 concept - some who think it's inevitable; some who think it's inconceivable. I explain more in the post and on the podcast. You decide.
Meanwhile, Daisy provides an update from this week's iMedia Brand Summit, where marketers and agencies spent a lot of time discussing the effectiveness of traditional TV advertising vs. online video advertising. Daisy shares some very interesting statistics she gathered at the conference concerning how some industries are overspending in TV and getting underperformance. As Daisy explains, the key to advertising is no longer reach, but targeting. Listen in to learn more.
Click here to listen to the podcast (15 minutes, 9 seconds)Click here for previous podcasts
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Categories: Advertising, Cable TV Operators, Podcasts
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VideoNuze Report Podcast #31 - September 11, 2009
Daisy Whitney and I are pleased to present the 31st edition of the VideoNuze Report podcast, for September 11, 2009.
This week Daisy and I first discuss my post from yesterday, "StudioNow Begins March Into Video Platform Space with AMS Launch." For those not familiar with StudioNow, it has been operating a network that links geographically-dispersed video professionals with its clients' projects using a backend work flow/project management platform.
Yesterday the company launched its Video Asset Management & Syndication Platform ("AMS"), which its clients can use to manage, transcode and syndicate their videos. It's a clever move by StudioNow, and I believe paves the way for the company to compete more directly in the video management and publishing platform space. StudioNow will benefit by leveraging its position as a trusted partner to content providers and directories which it serves on the video creation/production side.
We then discuss the new Coalition for Innovative Media Measurement (CIMM) which was just announced yesterday. CIMM brings together 14 different broadcast and cable TV networks, media agencies and advertisers to create new audience measurement for TV and cross-platform media. CIMM intends to run pilot studies focusing on TV measurement through set-top box data and cross-platform media measurement. It's hard not to see CIMM as a "Nielsen-killer" though CIMM has asserted that it should not viewed as such.
With so many companies involved, Daisy is skeptical of the venture's likelihood of success and favors a more market-driven solution. I think it actually can succeed, but only if the partners are truly committed and invest accordingly. I haven't followed measurement that closely, but in my view the partners' commitment level will likely be correlated to the level of dissatisfaction they each have with Nielsen, and this will determine CIMM's eventual success. More detail in the podcast.
Click here to listen to the podcast (15 minutes, 1 second)
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Categories: Podcasts, Technology
Topics: Nielsen, Podcast, StudioNow
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VideoNuze Report Podcast #30 - September 4, 2009
Daisy Whitney and I are pleased to present the 30th edition of the VideoNuze Report podcast, for September 4, 2009.
This week Daisy shares more detail from her most recent New Media Minute, concerning what broadcast networks are doing this Fall with online video extensions of their shows. For example, CW is launching an original series in conjunction with "Melrose Place." ABC is doing a 3rd season of an "Ugly Betty" web series and a tie-in for "Lost." CBS is launching its first web series, via TV.com, with Julie Alexandria, focused on recapping highlights from various shows. Daisy notes that these efforts are focused mainly on marquee shows and when advertisers are already on board.
In the 2nd part of the podcast we discuss my post from yesterday, "2009 is a Big Year for Sports and Broadband/Mobile Video." In that post I observed that many big-time sports, and the TV networks that have the rights to televise them have realized this year that broadband and mobile distribution are friend, not foe. As a result they've rolled out many different initiatives. We also touch on the various lessons other content providers can take away from what's happening with sports and broadband/mobile distribution.
Click here to listen to the podcast (13 minutes, 54 seconds)Click here for previous podcasts
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Categories: Broadcasters, Podcasts, Sports
Topics: ABC, CBS, CW, Podcast, TV.com
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VideoNuze Report Podcast #27 - August 14, 2009
Daisy Whitney and I are pleased to present the 27th edition of the VideoNuze Report podcast, for August 14, 2009.
In this week's podcast, Daisy and I discuss "The Future of Internet Video," a new research report released this week by eMarketer. Coincidentally, we had each read the press release about the report and found ourselves disagreeing with its conclusions.
As Daisy explains, the report essentially asserts that for online video advertising to continue to grow, the viewing experience between the computer and TV must converge. The logic is that TV's "lean-back" viewing mode is a preferred context for advertisers, and therefore for advertising against online video to grow, the video must be accessible on TVs.
Daisy takes issue with this, arguing that while convergence is great, there are indeed times when watching on a computer is preferred by consumers. A "new norm" has emerged with the computer as a parallel viewing platform. Rather than looking at this as an obstacle, advertisers should embrace consumers' behavior, and capitalize on it.
My main disagreement is that eMarketer believes that a "lean-back" TV viewing mode is preferred by advertisers over the "lean-forward" computer viewing mode. While eMarketer argues the computer mode creates viewer distraction and incents clicking away from ads, I see it the other way around: when watching video on computers, ads cannot be skipped, calls to action can be easily implemented (e.g. "click here to receive....) and everything of course can be measured. Contrast this with the rampant ad-skipping that now occurs in DVR-enabled homes.
Listen in and draw your own conclusions.
Separately, I can't resist touching on the topic of "authenticity" of broadband video I wrote about earlier this week in "How I Got Punked by the Megawoosh Waterslide Video." I received lots of feedback on this post, with plenty of people 'fessing up that they got punked too, while others called me the "poster child for gullibility!" Either way, authenticity of broadband video is a fascinating topic.
Click here to listen to the podcast (13 minutes, 58 seconds)
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Categories: Advertising, Podcasts
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VideoNuze Report Podcast #26 - August 7, 2009
Daisy Whitney and I are pleased to present the 26th edition of the VideoNuze Report podcast, for August 7, 2009.
In this week's podcast, Daisy discusses her article on ExtendMedia's new OpenCase Publisher product targeted to support TV Everywhere-type initiatives, which I also wrote about this week. Daisy is observing a trend toward vendors organizing themselves for TV Everywhere, recognizing that while Comcast appears to be the first to market in testing TV Everywhere, other service providers are moving ahead as well. It's a complex new area and we both expect to see a number of vendors throw their hat in the ring to become preferred solutions.
Separate, I add further detail to my post, "Despite Hurdles, Made-for-Broadband Video Projects Proliferate," which describes many examples of new independent web series that have been announced over the past couple of months. It turns out to be a pretty lengthy list, helping to debunk some of the doom and gloom that's hung over this market, created by the ongoing recession in general plus the failure of some high-profile independents like 60Frames, Ripe, ManiaTV and others. When you review the list, you realize there's still a lot of experimentation going on and plenty of people trying to capitalize on the broadband medium. We expect this to continue.
Click here to listen to the podcast (12 minutes, 58 seconds)
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Categories: Indie Video, Podcasts, Technology
Topics: ExtendMedia, Podcast
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VideoNuze Report Podcast #24 - July 24, 2009
After several weeks of holidays and vacations, Daisy Whitney and I are back on track this week with our 24th podcast of the year, for July 24, 2009.
This week Daisy and I dig into YouTube from two different angles. Daisy picks up on a piece she wrote that explains the success YouTube is having attracting brands to set up their own channels within the site. These channels can cost up to $200K or more per year. However, there are lots of less expensive ways to work with YouTube, and as Daisy explains, with video helping drive purchase intent, it's a prerequisite that every brand should now have some type of a video presence there.
Despite this, as I wrote earlier this week in "Google is Being Clumsy in Explaining YouTube's Performance," I think YouTube's progress isn't being messaged very well to the market. In its recent Q2 earnings call, a supplementary analyst call and a blog post earlier this week, Google executives sent confusing and sometimes unsupported messages about how far along they are in figuring out to monetize YouTube's premium content-oriented traffic. Given YouTube's bellwether status in the industry, it is being closely watched by many for signs of success or failure.
Click here to listen to the podcast (14 minutes, 6 seconds)
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Categories: Aggregators, Brand Marketing, Podcasts
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VideoNuze Report Podcast #23 - July 2, 2009
Below is the 23rd edition of the VideoNuze Report podcast, for July 2, 2009.
This week Daisy shares additional information about ESPN's Ad Lab for emerging media. The Ad Lab, which was first disclosed by ESPN last year, is intended to various ad formats in the ESPN video player. It is one of many different tests and research projects in the market. As Daisy and I say, everyone's trying to learn how best to monetize the nascent online video; this creates a lot of valuable data, which market participants then need to parse through to fully understand.
I get into further details on my post yesterday, "Video Companies Raised $64M in Q2 '09, Notching Another Stellar Quarter." Despite the recession and the slowdown in venture capital investments, at least 26 industry companies have raised at least $219M over the last 3 quarters, which is impressive by any measure. Still, it hasn't been easy, and one indicator of what investors prefer is that not one of the 26 investments is in a content provider or video aggregator.
Click here to listen to the podcast (14 minutes, 24 seconds)
(Note, with vacations planned, our next podcast will be July 24th)
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Categories: Advertising, Cable Networks, Deals & Financings
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VideoNuze Report Podcast #22 - June 26, 2009
Below is the 22nd edition of the VideoNuze Report podcast, for June 26, 2009.
This week Daisy and I discuss the TV Everywhere and OnDemand Online initiative that Comcast and Time Warner unveiled this week. As I wrote in this post on Wednesday, the companies are beginning a trial in July for 5,000 Comcast subscribers, who will gain online access to a selection of TNT and TBS programs. The primary purpose of the trial is to test security of the content. The companies anticipate that other cable networks will join the trial too, and that other video service providers will begin their own trials in the near future.
In the podcast we explore further why granting cable subscribers online access is an important step forward in the evolution of the broadband video medium, and what it means to the overall ecosystem. There are a lot of unknowns about how TV Everywhere/OnDemand Online will work; Time Warner's and Comcast's CEO were candid about that. For now they released a set of "principles" to guide their pursuits. There will be much more to come on this story.
Click here to listen to the podcast (15 minutes, 27 seconds)
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Categories: Cable Networks, Cable TV Operators, Podcasts
Topics: Comcast, Podcast, Time Warner, TV Everywhere
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VideoNuze Report Podcast #21 - June 19, 2009
Below is the 21st edition of the VideoNuze Report podcast, for June 19, 2009.
Daisy discusses highlights from the OMMA Video conference that she organized in NYC this week. Daisy recaps the keynote from Eileen Naughton, Google's director of media platforms in which she said that child YouTube sensation "Fred" is pulling down a six-figure income. She also reviews comments by Andy Markovitz, Kraft's digital marketing and media director who recommended the online video ad industry needs more scale, better targeting and more format choices. Those sentiments were echoed by other speakers. Daisy has more details here.
This week I discuss my post from yesterday, "Does It Actually Matter How Much Money YouTube is Losing?" I recognize I took a somewhat contrarian standpoint here, and admit it feels a bit irresponsible to suggest that YouTube's losses don't matter much (except to Google of course). It's always been great sport to debate how much money YouTube is losing. But the fact is, as long as Google has the financial wherewithal to sustain YouTube's losses (whatever they actually are), and deems the site strategic in the long run (which I strongly believe it is), then the size of its losses is really pretty much irrelevant. I know lots of you disagree with my assessment; feel free to post a comment and explain why!
Click here to listen to the podcast (15 minutes, 40 seconds)
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Categories: Advertising, Aggregators, Podcasts
Topics: Google, Podcast, YouTube
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VideoNuze Report Podcast #20 - June 12, 2009
Below is the 20th edition of the VideoNuze Report podcast, for June 12, 2009.
This week I discuss the rampant innovation that I'm observing throughout the broadband video industry. My last few posts have provided several great examples of the technology, content and business model innovation now underway. These include product introductions from Blackwave and thePlatform, original online video from the Pennsylvania Tourism Office and syndicated product videos to online retailers from Invodo. Broadband video is far more than just a new entertainment medium!
Meanwhile Daisy discusses the Apple Worldwide Developers Conference, which was held this week in San Francisco. Among other things, the company unveiled several video-centric features for its new iPhone 3G S. These include adaptive live streaming, video capture/edit and direct video downloads for rental or own (i.e. a sideload from iTunes no longer required). Daisy explains that the video capture/edit capability positions the iPhone closer to the Flip video camera, setting up a new competitive dynamic for Flip and its new parent, Cisco.
Daisy sees the iPhone becoming a bona fide "media portal" that takes on some of the appeal of Amazon's Kindle. I agree with that comparison. Notwithstanding other smartphones launching like last week's Palm Pre, the iPhone will continue to have the greatest impact on the budding mobile video market.
Click here to listen to the podcast (14 minutes, 23 seconds)
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Categories: Indie Video, Mobile Video, Podcasts, Technology
Topics: Apple, Blackwave, iPhone, Kindle, Podcast, thePlatform
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VideoNuze Report Podcast #19 - June 5, 2009
Below is the 19th edition of the VideoNuze Report podcast, for June 5, 2009.
Daisy was in New York this week for the "NewFronts," a day-long meeting that Digitas sponsored, mainly for independent online video creators and media buyers/agencies. The goals were to educate the market and fuel advertiser interest. Daisy reports that despite the mixed news coming out of the independent video world this year, it was an upbeat gathering.
I provide additional detail on Microsoft's announcement this year of new entertainment-oriented features for XBox 360. The gaming console continues to take on more of a convergence positioning, with new instant-on 1080p video, live streams, Zune integration, etc. With an installed base of 30 million users, Microsoft has a prime opportunity to drive convergence and get a video foothold. The new Xbox 360 features coincide with last week's Hulu Desktop announcement and this week's YouTube XL unveiling.
Click here to listen to the podcast (14 minutes, 47 seconds)
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Categories: Advertising, Aggregators, Devices, Indie Video, Podcasts
Topics: Digitas, Hulu, Microsoft, NewFronts, Podcast, XBox, YouTube
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VideoNuze Report Podcast #17 - May 22, 2009
Below is the 17th edition of the VideoNuze Report podcast, for May 22, 2009.
This week Daisy takes on 2 topics: how book publishers are (finally!) embracing video to promote their authors and titles, and also what NBC's local media division is doing to roll out new web sites to support its ten owned stations. They're adding lots of original content (including from 3rd parties), video, social media features and more community emphasis. No surprise syndication is a real push. Local stations have been really hammered by the recession and also by the shift to broadband distribution, so it's good to see NBC being aggressive.
Separate but related NBC.com is my focus on this week's podcast. Specifically, I add more detail to my post this week about how NBC.com is leveraging its existing online/broadband infrastructure to support its mobile video efforts by using Kiptronic, a mobile video ad insertion company.
Coincidentally, Kiptronic was just acquired by Limelight, further validating that mobile video is a rising priority for many video providers. I've been digging into mobile video and though it's still well behind the broadband adoption curve, the iPhone and other video-ready mobile devices are creating a lot of momentum. (Recall that mobile video taking off was one of my 5 predictions for '09)
For those of you celebrating the long Memorial Day weekend, and the official start of summer, enjoy! I'll see you on Tuesday.
Click here to listen to the podcast (13 minutes, 21 seconds)
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Categories: Broadcasters, CDNs, Deals & Financings, Mobile Video, Podcasts
Topics: Kiptronic, Limelight, NBC.com, Podcast
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VideoNuze Report Podcast #16 - May 15, 2009
Below is the 16th edition of the VideoNuze Report podcast, for May 15, 2009.
This week I provide some further detail on a post I wrote earlier this week, "Comcast's Sam Schwartz Offers Some Insights into OnDemand Online Authentication Plans." Comcast's and Time Warner Cable's intention to make cable programs available online to their paying subscribers would be a big leap forward for the video and broadband industries. A key piece of how to bring this to life is "authentication" - how to ensure users are who they are, and that they gain access to programs they're supposed to. Sam explains how Comcast is approaching authentication and what we can expect later this year.
Meanwhile Daisy talks about her post on Beet.tv, "CBS Expanding Original Web Video for New Personal Finance Site," which explores how CBS is pulling video together from its online content group, news division and local stations to beef up the video available at its recently-launched financial destination site, CBSMoneyWatch.com. Also, with the demise of TV Week as a print publication, Daisy talks about the range of industry coverage she's providing at other online and print pubs.
Click here to listen to the podcast (14 minutes, 40 seconds)
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Categories: Broadcasters, Cable Networks, Cable TV Operators, Podcasts