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.
https://www.fiercevideo.com/video/netflix-added-10m-subscribers-q2-but-predicts-slowdown-q3

#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.”
https://www.multichannel.com/news/peacock-has-strong-first-day-app-performance

#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.
https://www.fiercevideo.com/video/half-consumers-say-streaming-their-first-stop-for-tv

#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.”
https://www.nexttv.com/news/tiktok-reportedly-close-to-dollar20b-dollar30b-sale

#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.”
https://www.nexttv.com/news/cobra-kai-debuts-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.”
https://www.mediapost.com/publications/article/355377/analyst-netflix-could-reach-500-million-subscribe.html

#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.”
https://www.nexttv.com/news/facebook-watch-surging-to-125b-viewers-a-month-video-chief-says

 

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.”
https://variety.com/2020/digital/news/netflix-higher-prices-subscriber-survey-1234697737/

#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.”
https://www.nexttv.com/news/online-video-consumption-nearly-doubled-since-2017

#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.”
https://www.fiercevideo.com/tech/fraunhofer-s-new-video-codec-promises-50-bit-rate-savings-over-hevc

#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.”
https://www.mediapost.com/publications/article/353402/virtual-pay-tv-service-fubotv-grows-revenues-by-ne.html?

#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.”
https://www.nexttv.com/news/avod-platforms-suffer-from-low-consumer-awareness-magid

#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”
https://www.mediapost.com/publications/article/353626/svods-amping-up-use-of-youtube-facebook-trailers.html

#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;”
https://www.cnbc.com/2020/07/11/media-and-technology-companies-are-having-an-identity-crisis.html

 

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.”
https://www.fiercevideo.com/video/google-says-over-100m-people-watch-youtube-youtube-tv-tv-screens-each-month

 #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.”
https://www.digitaltveurope.com/comment/what-disneys-linear-switch-off-means-for-the-pay-tv-industry/

#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.”
https://www.multichannel.com/news/netflix-takes-top-spot-in-must-keep-tv-rankings

#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.”
https://www.digitaltveurope.com/2020/06/29/mobile-svod-subscribers-to-reach-170-million/

#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.’”
https://www.multichannel.com/news/youtube-creates-100m-fund-for-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.”
https://www.nexttv.com/news/the-black-lives-matter-protests-how-the-video-business-is-responding

#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.”
https://deadline.com/2020/06/princess-bride-at-home-remake-with-joe-jonas-sophie-turner-common-tiffany-haddish-more-set-at-quibi-1202971418/

#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.”
https://morningtick.com/press-release/indonesia-over-the-top-market-2020-research-analysis-strategies-business-plan-revenue-forecast-to-2026/

#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.”
https://www.spglobal.com/marketintelligence/en/news-insights/blog/european-and-us-children-are-growing-up-on-svod-tv-programming

#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.”
https://www.forbes.com/sites/anandamitra/2020/06/23/tiktok-short-form-video-dominates-social-media-in-india/#1b125cf36803

 

In the news (25 June)

In the news
25 June, 2020

#SVOD – About the “value” of SVOD services catalogue
Netflix has 3,781 total movies available. Amazon Prime? 12,828. That massive difference, however, narrows when you look at high quality movies. When you look at quality movies — 6+ rating on IMDB with at least 300 votes — Primes advantage narrows considerably: 568 to 424. That makes sense: if youve puttered around in Amazon Prime much, you will find some extremely low-budget shows, including some that look to be home-made.
https://www.forbes.com/sites/johnkoetsier/2020/06/18/amazon-prime-now-has-3x-more-movies-than-netflix/

#Quibi – Quibi still under fire
“The start-up will only manage 2 million subscribers by April 2021 more than five million shy of its initially projected 7.4 million.
“Honestly, it was probably always a little ambitious,” argues Henry Beckwith, analyst at Ampere. The value proposition of Quibi from the start has been hard to clearly define. Whilst claiming to compete more in the social media world than the streaming world, Quibi crucially has so far failed to provide enough added value to consumers to justify the US$4.99 minimum price tag.”
https://www.digitaltveurope.com/comment/is-coronavirus-just-an-excuse-for-quibis-poor-performance/

#Quibi #TVsets – Quibi now wants to be available on TV
One reason for the urgency: Quibis mobile app download and viewership numbers have fallen far short of its expectations, before it even starts charging for subscriptions.
https://variety.com/2020/digital/news/quibi-streaming-roku-amazon-fire-tv-1234637152/

#Socialmedias #Netflix – About social media usage
The success of the reality format, produced by Red Arrow StudiosKinetic Content, isnt owed entirely to social media. Still, unscripted series that crack the code to online viral status reap the rewards of this eras most persuasive water cooler conversation.Social media plays a huge role in what weve called word-of-mouth for so long,Chris Coelen, CEO of Kinetic Content, tells Realscreen. I feel like social media has supplanted all of that or certainly enhanced a lot of that.
https://realscreen.com/2020/06/24/social-status-how-and-why-top-unscripted-series-are-taking-over-social-media/

#Amazon #LinearTV – Linear TV is not dead yet.
Amazon opted several years ago not to pursue the virtual pay TV model adopted by Google, Hulu, AT&T and Dish Network and others, who have struggled to turn a profit by streaming expensive skinny bundles of linear networks. Amazon instead focused on repackaging third-party SVOD services through its popular Prime Video Channels aggregation service. ”
https://www.nexttv.com/news/amazon-prime-video-set-to-go-live-and-linear

 

In the news (17 June)

17 June, 2020

#DavidLynch #webseries

Not only « amateurs » make web series. Lynch’s eerie web series Rabbits (2002), starring Naomi Watts, is back online. https://www.engadget.com/david-lynchs-creepy-web-series-rabbits-is-back-online-100002786.html

#Snapchat #short-form – Snapchat orders more short-form originals
The multiyear pacts, which also included the N.B.A., NBCUniversal and ViacomCBS, will supply the platform with more short-form original and unscripted shows.”
https://www.nytimes.com/2020/06/11/business/media/snapchat-nfl-disney-viacomcbs.html

#Monetization #Google – About marketers looking for content.
“The available publisher inventory is displayed graphically so that marketers can discover and negotiate deals. Filters allow marketers to search by geography or streaming device type. Specific publisher profiles enable marketers to explore more data around performance, audience and inventory volume.”
https://www.mediapost.com/publications/article/352484/google-creates-tools-dedicated-tv-marketplace-as.html 

#OTT #Audiences ´About impact of pandemic on Streaming audiences
“The stay-at-home scenario has mainly accelerated time-spent growth for existing platforms, according to the analysis. For instance, average time spent on Netflix is projected to rise more than 16% this year to more than 30 minutes per day, and Amazon Prime Videos is projected to rise 19%, to nearly nine minutes per day.”
https://www.mediapost.com/publications/article/352631/emarketer-ott-time-spent-to-rise-23-exceed-an-h.html

#Quibi #Formats – Quibi launches new format
“60 IN 6, a 60 Minutes venture for a new generation of users” on streaming service Quibi, according to Quibi, launches with two episodes June 14. After premiere day, Quibi will offer a new 60 IN 6 episode every Monday. Episodes will run for ten minutes or less.” https://www.nexttv.com/news/60-in-6-launches-on-quibi-june-14

In the news

 

Press Review

June 10th, 2020

 

#Streaming – About content engagement tools

« By adding gamification elements to a live stream such as polls, contests or prediction games, fans become more engaged with the content and can interact with their friends and social media in real time. However, todays streaming providers are fighting significant latency issues, up to 30 or 60 seconds behind the action on the field.  These delays render the inclusion of interactive components extremely difficult… »

https://www.nexttv.com/blogs/real-time-streamings-next-frontier-interactivity-and-gamification

 

#Usage #ConnectedTV – About connected TV usage

« The rise in total media consumption during shelter-in-place restrictions was expected and has been well documented to date, but the persistent high levels of CTV use across smart TVs, internet-connected devices and game consoles suggests that life in the new normal includes a heavier dose of connected TV use than before the lockdowns »

https://www.nexttv.com/news/ctv-stays-up-as-traditional-tv-returns-to-normal-levels

 

#Covid19 #Onlinenews – About impact of covid on online newspapers

« The Los Angeles Times had 227,079 direct-paid digital subscribers at the end of May. Thats a whopping 58% increase from the 83,245 subscribers it had last December. The LA Timestotal number of paid digital subscribers — including readers from apps such as Apple News+ — is 363,047. The Boston Globe had 205,000 digital subscribers as of mid-May, a 41% increase from the 60,000 subscribers it had since COVID-19 hit. Boston Globe editor Brian McGrory told local news station WGBH it took the Globe seven years to reach 100,000 subscribers. It doubled that number in the last 11 months… »

https://www.mediapost.com/publications/article/352222/us-newspaper-groups-gain-1-million-new-digital-s.html

 

#Covid19 #Disney+ – About Disney+ success

«… the leader is Disney Plus, which it claims had 20% of its users actively using the platform on a weekly basis in the first quarter, which was nearly double its Q4 engagement »

https://www.nexttv.com/news/disney-plus-has-biggest-spike-in-regular-usage-during-pandemic

 

#Covid19 #Canada #Digital – About impact of pandemic on Canada’s media industry (in French)

https://trends.cmf-fmc.ca/fr/rapports-de-recherche/evaluation-des-contrecoups-reprise-vigoureuse/

 

#Streaming #USA – About streaming platforms rise

«… half (40%) of Americans watch video on a TV via a connected device daily. This is a drastic increase from 29% in 2018, 12% in 2015, and 1% in 2010. Older individuals use connected TV devices less often than others. Among all adults ages 55+, 18% watch video on a TV via a connected device daily compared to 48% of ages 35-54 and 55% of ages 18-34… »

https://www.digitaltveurope.com/2020/06/08/80-of-us-households-have-at-least-one-streaming-device/

 

#Streaming #SVOD #Audiences – About SVOD audiences in May

« Netflix, which saw average U.S. household minutes surpass 600 in April, dipped to around 550 average viewing minutes. While Disney Plus reached 200 average viewing minutes per household, then fell back to February-like usage levels in the same span »

https://www.nexttv.com/news/netflix-hulu-disney-plus-viewing-dipped-in-may

 

#Covid #Movies – About movies being « home released » due to pandemic.

« Universal was one of the first studios to drastically consolidate the home release window for three of its films—Emma, The Hunt and The Invisible Man—when the filmstheatrical runs were cut short due to pandemic-caused theater closures. Each movie was available to rent on major transactional platforms including Vudu and Amazon Prime Video for $19.99 »

https://www.nexttv.com/news/window-dissing-has-theatrical-distribution-finally-collapsed

 

#SVOD #Usage – About shared SVOD accounts

« Borrowed services might include mainstream TV and film products such as Netflix, Hulu or Amazon Prime Video, but also include sports streaming services and niche content services. A silver lining for the OTT distributors is that most using another households login say they would pay extra for a service that gives them the content they want »

https://www.mediaplaynews.com/ampere-one-in-seven-svod-homes-borrow-accounts/