In the news (25 September)

# covid – About how pandemic affects content production
“Producers of new scripted content — which typically spends an average of 11 months in production — will be battling against COVID-related delays well into 2021, far longer than their unscripted counterparts, according to a study from Ampere Analysis.

While producers of new unscripted content — which spends an average of just two months in production — have been able to adapt production to the new circumstances, already overcoming the worst period of delays, the same is not true for their scripted counterparts, according to the analysis.

Compensating for the lack of new high-quality scripted content, unscripted commissions increased from 66% in Q2 2019 to 72% in Q2 2020. Reality shows benefitted the most from this trend with 24% more titles commissioned in Q2 2020 than in Q2 2019.

The temporary stop in production also forced programmers to air older and less popular content to fill gaps, and some have turned to unscripted material to pad their schedules, according to Ampere.”


#quibi – About Quibi getting its first Emmy
The first Emmy wins for Quibi, which is led by Jeffrey Katzenberg and Meg Whitman, don’t come as a surprise: The well-funded mobile streamer has paid handsomely for its originals — upwards of $100,000 per minute of programming from A-list Hollywood talent. All of its entries were in the short-form categories, which historically have been populated by series that are sidecars to TV shows.

#discovery #streaming – About Discovery going streaming
CEO David Zaslav, speaking this week at a Goldman Sachs investor conference, said Discovery’s new streaming service will be “coming to the market very soon” and he said his company is “aggressively driving” new original content for the platform. kHe suggested that Discovery will take an approach similar to Disney+ and use its brands – like Discovery, Oprah, Food Network and Chip and Joanna Gaines, who are launching their own Magnolia Network – as “curation portals.”

#Shudder – About the success of a “niche” channel
AMC Networks launched Shudder in 2015. The company has pursued a niche streaming strategy, a contrast with larger media rivals launching mass-audience services like HBO Max, Peacock and Disney+.

#ShortsTV: a channel dedicated to short films
ShortsTV, the exclusive presenter of the Academy Award-nominated short film theatrical releases, offers a catalog of scripted, animated and documentary shorts from filmmakers worldwide.

#SVOD market experiencing unprecedented growth amid #Covid19
While subscription video-on-demand (SVOD) is experiencing huge growth, it is projected that advertising-based video-on-demand (AVOD), which is free, will surpass SVOD in revenue and share of viewing time by 2024.  The current growth rate of both models is being accelerated by Covid. With reference to cable subscribers moving to streaming services, non-connected TV homes, currently 31.2% of homes, will rise to an estimated 46.6% of homes.  Martin suggested, “it’s chord-swapping, not chord-cutting” that is evolving as households look to higher broadband delivery to eliminate buffering.

#Quibi maybe already looking for a buyer
Last month, Kantar said that 33% of Quibi subscribers plan to cancel in the next three months, based on data from 20,000 consumers and 2,500 new subscriber interviews.

In the news (17 September)

Report finds streaming services lead the way on #gender #diversity
“The report from San Diego State University’s Center for the Study of Women in Television and Film examined over 4,100 television characters and more than 4,200 behind-the-scenes credits. They found that programs appearing on streaming services like Amazon, Hulu, Netflix, Apple TV+ and Disney+ offer more quality roles for women.”

#AVOD platforms’ increasing appeal during #covid19
“San Francisco-based Tubi, which Fox acquired earlier this year for $440 million, said the ongoing coronavirus pandemic has caused financial difficulties resulting in 33% of respondents reevaluating their subscription streaming services. To save money, 25% started a free trial and canceled it before paying the subscription fee, with the average person who employs this tactic doing so three times.”

US #cordcutting accelerated by tightening household budgets caused by #Covid19
“Given the economic headwinds of the first half, U.S. households likely were looking to cut back on discretionary spending, including entertainment,” said Kagan senior research analyst  Tony Lenoir. At a monthly $100-plus average, traditional multichannel services stand out in budgeting decisions, particularly in the era of streaming video proliferation.”

#Mipcom: #MIPmarkets go online (again)
“Reed Midem said MIPCOM Warm Up sessions, which begin 5 October, will offer “early access” to market intelligence sessions, content & finance briefings and the MIPJunior screenings platform, as well as use of the MIPCOM digital hub to plan meetings for the MIPCOM week.

Organisers added that a fully digital ‘Main Stage Cannes’ conference and screenings programme would be on offer between 12-16 October…”

#IGN questions report estimating astronomical #Disney+ earnings from release #Mulan
It turns out Yahoo! got the math very wrong in recently claiming Mulan earned $261 million in 12 days from Disney+ alone. While Disney has not officially shared numbers on Mulan’s performance, the analytics firm used by Yahoo! misinterpreted the data and now says Mulan only made between $60-$90 million from its digital-only domestic debut.”

Global #videogame markets to exceed $200bn in three years
The global video game industry will exceed $200 billion in value by 2023 — up from a projected $155 billion in 2020, according to Juniper Research. Mobile and cloud gaming will lead the growth, as the business continues to shift toward recurring revenue.

In the news (7 September)

#Netflix subscriptions benef from confinement
“The company added 10.1 million new paid subscribers – well ahead of the 7.5 million net additions it forecast in April and significantly higher than the 2.7 million subscribers it added in the second quarter of 2019. In the first half of the year, Netflix said it’s added 26 million paid memberships. It added 28 million new subscribers in all of 2019.

#Peacock makes #streaming debut
“According to Sensor Tower, Peacock’s first-day demand wasn’t as high as Disney Plus, which garnered 10 million first week sign ups back in November. But Peacock’s debut was far more boffo than other recent streaming wars debuts, notably Quibi and HBO Max, neither of which topped the mobile app charts. “Peacock is second only to Disney Plus among all new subscription video on demand (SVOD) app launches since at least 2014.”

#Netflix narrowing gap to pay TV
“For those who default to an online source, nearly half (23% of the 50%) say that online source is Netflix. In fact, Netflix, by itself, is now nearly as likely to be consumers’ TV home base as all live TV channels accessed through pay TV combined,” wrote Hub. The firm said that in 2016, live TV from a pay TV service was three times as likely as Netflix to be viewers’ TV default, but today, Netflix trails live viewing by seven percentage points.

#TikTok close to multi-billion deal with Oracle for its Western operations
“TikTok’s Beijing-based parent company, ByteDance, is reportedly close to selling the short-form video company’s Western operations to a U.S. company, with Oracle bidding against a joint effort from Walmart and Microsoft to pay a sales price said to range from $20 billion to $30 billion.”

#YouTubeRed sensation Cobra Kai confirms hit status in #Netflix debut
“Cobra Kai, a surprise hit streaming series when it debuted on the erstwhile YouTube Red subscription platform back in 2018, made its debut Friday on Netflix.”

Analysis: #Netflix could reach 500 million subscribers by 2030
“The growth prediction is based primarily on Netflix’s prospects in international markets. That includes the U.K., where 72% of RBC’s survey respondents say they watch Netflix, up from 67% a year ago, and India, where 49% of subscribers also subscribe to Netflix Mobile plans.”

#FacebookWatch – About Facebookwatch growth
“Facebook’s somewhat overlooked video platform competes in the area of short form video with YouTube, which averages more than 2 billion viewers a month.”


In the news (17 July)

#Netflix About Netflix’s capacity to raise its price

“… overall, Netflix customers who said they would be willing to pay more than they currently do rose from 47% in December 2019 to 55% in May 2020. And, among respondents who stream more than 7 hours per week of Netflix content, willingness to pay more rose from 52% to 60% over the same time period.”

#Video #Online About Video consumption stats
“… traditional pay-TV services have declined from an adoption rate of 75% in Q1 2017 to 62% in Q1 2020 among U.S. broadband households. Conversely, OTT continues to gain in popularity—74% of households have at least one OTT service and nearly half have two or more.”

#Technology About Internet speed
“…VVC’s added efficiency makes it ideal for video transmission in mobile networks where data capacity is more limited. The organization said H.265/HEVC requires ca. 10 gigabytes of data to transmit a 90-min UHD video, whereas VVC would require only 5 gigabytes of data.”

#FuboTV FuboTV reports significant growth
“The small but growing virtual pay TV service fuboTV posted a 78% increase in overall revenues to $51 million for its first-quarter reporting period.
Much of its growth comes from subscription revenue, which climbed 74% to $46.4 million, while advertising revenue rose 120% year-over-year to $4.1 million. The service’s average revenue per user (ARPU) was 25% higher versus a year ago to $54.16 per month.”

#AVOD About 2the other platforms” and their visibility
“the AVOD business has plenty of runway. In short, not that many consumers know about it…. According to an online survey of 2,232 U.S. adult consumers in early March, just before the quarantine started, only 32% had awareness of Roku Channel, a leading free streaming service.”

#Streaming #promotion #socialnetwork about how SVOD platforms use formats on social networks for their promotion
“Leading subscriber-driven streaming services have been increasing their use of YouTube and Facebook as promotional platforms for years now.

But their use of the platforms has amped up as they have sought to capitalize on sheltering-at-home consumers’ expanded streaming time”

#Industry point of view: Tech companies’ “identity crisis”

“It used to be simple: there were content companies, distribution companies and technology companies. Disney was a content company. It made movies and TV shows. Comcast was a distribution company. It provided cable hookups to watch programs that Disney (and many others) make. Google was a technology company. It made phones and set-top boxes and operating system software;”


In the news (1 July)

#Screens #Usage #ConnectedTV – About Youtube shift in viewing patterns
“The company cited a Nielsen study which said that YouTube overall reaches more people age 18-49 than all linear TV networks combined. However, YouTube said its seen a dramatic shift in viewing patternsas more people watch its video services on connected TVs.”

 #Disney #Streaming – About Disney leaving linear TV ?
“…rather than just a logical business decision to strike while the iron is hot, removing the Disney brand from the airwaves is a much more significant move from one of the worlds largest media companies and one that signifies that streaming well and truly is the mainstream in 2020.”

#TVranking #Netflix #Amazon #Hulu #Disneyplus – About Netflix becoming favorite TV service.
“SRG said it conducted 1,400 online interviews across the country between May 22 and May 26 with consumers aged 12 and older, a little more than two months into the coronavirus lockdown where most had a good chance to consume their regular brands and sample some new options.”

#mobile #SVOD – About Smartphone SVOD subscriptions
“In total, smartphone SVOD subscribers via mobile operators will reach 16.0% of the 582 million total global SVOD subscribers by 2025 up from 14.6% of the 403 million in 2019.”

#YouTube #Blacklivesmatter – About youtube commiting to black creators
“Robert Kyncl, chief business officer for YouTube, said that had set up a multi-year $100 million fund ‘to help amplify the voices and stories of Black Creators.’”

 #Blacklivesmatter – About SVOD platforms reacting to Blacklivesmatter
“SVOD platforms have overhauled their content libraries to better boost Black creatorswork and make educational documentaries and shows more easily accessible to consumers. Networks have taken a closer look at their linear programming, canceling shows that no longer have a place on their schedules, purging episodes with offending content, and making significant changes to forthcoming seasons.”

#Quibi #Covid19 – About a lockdown production at Quibi
“Beginning Monday, Quibi will stream an all-star fan film of The Princess Bride shot by actors at home while in quarantine.”

#Indonesia #OTT – About OTT rise in Indonesia
“Based on device type, the smartphones segment dominated the market share in 2018, and is estimated to maintain its dominance during the forecast period. This is due to rise in adoption of smartphone devices and surge in delivery of content over mobile networks with excellent mobile broadband coverage.”

#SVOD #Children – About the “children of streaming”
“The survey findings highlight that children worldwide are increasingly growing up viewing online, on-demand TV programming; forever changing consumer TV viewing behavior, as well as parenting.”

#Short-Form #India – About short-form in India
“In a country of 1.3 billion people an emerging social media trend is the short-form video. In 2019 it was reported that Indians spent 5.5 billion hours on TikTok, the leading provider of the platform for the video format. In fact, TikTok overtook Facebook in downloads in India in 2019.”