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This week we’re delighted to interview Wurl’s CEO Ron Gutman who discusses the company’s new AI-powered BrandDiscovery product that allows ads to be aligned with content in real time.
Ron explains the eight key emotional reactions to specific scenes in entertainment programming, and how ads that are consistent with these emotions deliver far higher conversion. He also details the critical...
Netflix added 13.1 million global subscribers in Q4 ’23, its best fourth quarter ever. As we discuss, the company is capitalizing on the introduction of paid sharing and a lower priced ad-supported tier. Paid sharing, which requires those who were using someone else’s login credentials to start their own subscription, has been especially effective. Netflix designed a smart strategy to eliminate...
In Q2 ’23 Comcast lost 543K domestic video subscribers, up from a loss of 521K a year earlier. In total, for the past 6 quarters, Comcast has lost almost 3.2 million subscribers, or nearly 18% of the 18.2 million subscribers it had on December 31, 2021, to bring it to just under 15 million currently.
On the brighter side, Peacock continues to make progress, adding another 2 million...
Bloomberg’s Screentime 2024 conference in LA offered opportunities to hear directly from a variety of industry executives about their companies’ streaming initiatives and results (all video interviews here). Colin and I were especially interested in interviews with Comcast’s Chairman and CEO Brian Roberts and Amazon’s SVP of Prime Video and Amazon MGM Studios Mike Hopkins.
As we discuss, the...
Colin was at NABShow for a couple days and on this week’s Inside the Stream we discuss some of his top takeaways. No surprise AI was everywhere at NAB, as was blockchain. We discuss companies including Moments Lab, Obvious Future, LivePeer and others. Finally Colin learned some neat tricks for all of us to be greener with our big screen TVs, which he shares.
Listen to the podcast to learn...
NBCUniversal said that last weekend’s Chiefs-Dolphins wildcard playoff game was a big success, attracting an average audience of approximately 23 million viewers on Peacock. In this episode of Inside the Stream, Colin and I dig into key metrics of how to assess the game’s financial success to Peacock, specifically, how many incremental subscribers did the game add, and how likely are they to...
In October, 2021 Comcast and Sky announced “Sky Glass,” a package including a Sky-branded smart TV, Sky Stream (a streaming satellite TV service) and aggregated CTV apps. Colin was in London this past week attending a conference at which Sky executives spoke - but revealed little information about how Sky Glass is doing.
On this week’s podcast we dive deeply into the Sky Glass model, in...
This week we’re pleased to interview Ben Serridge, Director of Product Management, Google, who is focused on Google TV’s content and monetization. Ben explains what Google TV is and how it’s being positioned in a highly competitive TV OS market. He also details how Google TV is working with various TV OEMs. In particular, Ben emphasizes how Google TV anchors on personalized content...
First up this week on Inside the Stream we discuss YouTube’s advertising revenue for Q1 ’23, which was $6.7B, down 2.6% from Q1 ’22 of $6.9B. Obviously growth, not contraction, is the goal, but given the huge headwinds blowing through the ad business, in my view, a slight dip can rightly be considered a clear win. And the quarters that YouTube is now lapping were extremely strong to begin with...
In August Google announced its new Google TV Streamer device along with feature updates for all Google TV devices. To learn more about all of this, Rob Caruso, who leads product management and user experience for Google TV, joins us for an in-depth Q...