VideoNuze Posts

The following video was recorded at VideoNuze's Connected TV Advertising Brand Suitability Summit virtual on November 17, 2022.

How Connected TV is Driving Change in the TV Industry
Connected TV is driving change throughout the TV industry, with viewers shifting from linear TV to SVOD, AVOD, FAST and other formats. Understand the latest trends in the fast-evolving TV landscape and how to succeed with CTV advertising.

Tamara Alesi – CEO, Mediaplus Group
Amit Chaturvedi – COO, DeepIntent
David Chu – EVP and GM, Cinedigm Networks
Tyler DeNicola – VP, Programmatic Revenue and Partnerships, A+E Networks
Colin Dixon – Founder and Chief Analyst, nScreenMedia (moderator)

The following video was recorded at VideoNuze's Connected TV Advertising Brand Suitability Summit virtual on November 17, 2022.

Succeeding at the Intersection of DE&I and Brand Suitability
DE&I initiatives and brand suitability/safety go hand in hand as advertisers seek to engage authentically with diverse audiences. With connected TV’s and streaming’s explosive growth, advertisers and agencies have a new platform to advance society’s diversity. Explore this critical topic with the experts.

Meredith Brace – Chief Marketing Officer, Samba TV
Chelsea Jenkins – Director, Cultural and Inclusive Marketing, Kellogg Company
Edwina Morales – VP, Managing Director, Multicultural Brand Strategy, Horizon Media
Alexis Sandler – Associate Director, Global Digital Standards, Publicis Media Exchange (PMX)
Larry Harris – Founder and CEO, Alpha Precision Media (moderator)

The following video was recorded at VideoNuze's Connected TV Advertising Brand Suitability Summit virtual on November 17, 2022.
 
Best Practices for Brand Suitability in Multi-Platform Advertising
Brand suitability and safety are critical to success with multi-platform/omnichannel campaigns that span CTV, web and mobile. What are the current best practices so advertisers and publishers can deliver high-quality user experiences?

Joe Barone – Managing Partner, Brand Safety Americas, GroupM
Deva Bronson – EVP, Global Head of Brand Assurance, dentsu
Jason Lee – EVP, Brand Safety and Consumer Advocacy, Horizon Media
Meg Runeari – Chief Experience Officer, Teads
Eric John – VP, Media Center, IAB (moderator)

Yesterday was VideoNuze’s Connected TV Advertising Brand Suitability Summit virtual which included 24 speakers on 5 sessions. On today’s podcast nScreenMedia’s Colin Dixon and I discuss some of the key highlights from the afternoon, including the session Colin moderated.

Speakers are optimistic about CTV for many reasons, despite economic uncertainty. However, throughout the afternoon many noted challenges in transparency, frequency management, fragmentation and measurement. Speakers shared their thoughts on what’s being done, and still needs to be done, to address these challenges.

Consistent with the conference’s theme, there was a lot of focus on how advertisers and agencies are thinking about brand suitability and also what initiatives they’re pursuing to promote DE&I within their organizations and the work they do. I’ll be posting all of the session videos early next week on VideoNuze for on-demand viewing.

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Although Disney gained a healthy 14.6 million direct-to-consumer subscribers in its fiscal fourth quarter reported this week, it also lost nearly $1.5 billion in the segment. That raised its annual DTC loss for fiscal 2022 to over $4 billion, more than twice the $1.7 billion it lost in fiscal 2021. Disney reiterated that it expects DTC losses will decrease going forward and that Disney+ specifically will achieve profitability in fiscal 2024, absent a “meaningful shift in the economic climate.”

On this week’s edition of Inside the Stream, nScreenMedia’s Colin Dixon and I examine the various cross-currents impacting Disney’s DTC business going forward. These include declining ARPU at Disney+ domestically and Disney+ Hotstar, upcoming price increases, SVOD and FAST competition, content costs and more. The stakes are high for Disney to turn the corner on DTC profitability but it isn’t clear when or how that will happen.

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This week on Inside the Stream nScreenMedia’s Colin Dixon and I discuss Roku’s Q3 ’22 results which were reported earlier this week. The company had a pretty strong quarter, adding 2.3 million active accounts to reach 65.4 million. Platform revenue, which includes advertising, increased 15% to $670 million. And streaming hours increased by 1.1 billion to 21.9 billion from Q2 ’22.

While the Q3 results showed strong resiliency for Roku, company executives were less upbeat on the earnings call about Q4. While noting that the Q4 holiday season is typically the strongest period for most companies, including Roku, executives expect this year to be different. Roku has already observed a decline in “pretty much every vertical” category of advertisers due to uncertainty about an upcoming recession and is also worried about the impact of inflation on consumer spending, which hurts its device sales.

However Roku continues to benefit from the shift in ad spending from linear to CTV, its international and original programming expansion and a new set of smart home products.

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On this week’s podcast Colin Dixon from nScreenMedia and I discuss Q3 2022 bumpiness for four companies heavily focused on streaming. Comcast reported a small gain of 10K residential broadband subscribers compared with 281K a year ago. It also lost 540K residential video subscribers compared with a loss of 382K a year ago, as cord-cutting and cord-nevering continue.

Meanwhile YouTube ad revenue was down 2% in Q3, after a blistering period of growth during the past couple of years. Apple TV+ is raising its monthly rate by $2, betting subscribers see enhanced value in its 3 year-old service. And Disney’s CEO envisions Disney+ being tied closer to its theme park business. We explore all of them and share our thoughts.

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In Q3 ’22 Netflix added 2.4 million subscribers globally, beating its forecast of a million additions, and more importantly, reversing the two prior quarters’ declines. As nScreenMedia’s Colin Dixon and I discuss on this week’s Inside the Stream, there’s a lot of action just ahead for Netflix as it rolls out its ad-supported tier and modifies its longstanding account sharing approach.

The latter will likely impact tens of millions of subscribers, who will have multiple variables to consider in order for family members to retain access to Netflix. We do a little back of the envelope math that illustrates  the significant revenue opportunities all of this will create for Netflix.

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