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This week we interview Roku’s Head of Ad Marketing Jordan Rost and MAGNA’s EVP, Intelligence Solutions Kara Manatt, about their companies’ new research - "From Power On to Power Off" - about viewers’ content discovery journeys and the role of CTV Home Screen advertising. A key takeaway of the research is that almost half (44%) of streaming sessions begin with the viewer browsing, rather than...
New data from Looper Insights illustrates how meaningful percentages of both video executives and viewers now see YouTube as an appealing destination for long-form content, including for premium content - as well as a viable alternative to major streaming platforms. The data underscores YouTube’s amazing evolution from a primarily UGC, short-form outlet to a genuine competitor for premium...
Walmart has closed its $2.3 billion acquisition of VIZIO. As Colin and I discuss on this week’s podcast, there are many opportunities that the deal creates. We focus on a few, including Walmart extending WatchFree+, driving new CTV ad revenue and also broadening the availability of one-click buying and attribution.
Listen to the podcast to learn more (26 minutes, 14 seconds)
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Last weekend Disney blacked out all of its networks on DIRECTV as the carriage agreement between the two companies expired without a new one being reached. These types of disputes are common in the pay-TV industry, and there’s always a lot of jawboning and finger-pointing, making it difficult to understand the exact proposals and counter-proposals.
What seems indisputable is that Disney is...
New research from Inscape analyzing the viewing behavior of 23 million opted-in VIZIO smart TV owners reveals streaming’s ascendance. In Q1 ’24, fully 58% of these viewers only streamed content, up 3 percentage points since Q4 ’23. 38% watched both streaming and pay-TV (cable, satellite and OTA), and just 3% only watched pay-TV. The streaming-only group has increased from 45% in Q4 ’21. We...
First up on this week’s podcast we discuss Fubo CEO David Gandler’s statement that the company is in a “duel to the death” with Spulu, the new sports JV from Disney, WBD and Fox. He makes a good point that if the 3 companies allow the JV access to their sports networks without requiring the JV to also pay for non-sports networks as companies do with typical pay-TV deals, this would put the JV...
As has been promised for a while, Hulu has been integrated into Disney+ in a bid to present more content seamlessly to viewers. No doubt the move was a significant undertaking, yet Colin’s early review shows a few key UX features lagging, notably his viewing history. We expect that in time these will be updated.
Elsewhere at Disney, ESPN has taken initial steps toward being a sports hub by...
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...
This week we discuss key findings in Gracenote’s Data Hub, including SVOD content libraries’ composition, genre, mood, exclusivity and geographic production. The data is sorted in a number of helpful ways that reveal the strategies and strengths of the top SVOD providers.
We then shift to new data from Nielsen’s The Gauge, showing YouTube’s continued dominance in aggregate TV/video viewing,...
Memorial Day weekend was a disaster for Hollywood, with approximately $128 million in box office, down 36% from 2023’s total, and the worst in decades. There are some specific reasons, such as the steep underperformance of “Furiosa: A Mad Max Saga.” But as we discuss, any poor box office performance these days must always be viewed in the context of streaming’s myriad choices for viewers....