Faultline

Short-form shows new personalization tricks to old dogs In the persistent fight for personalized streaming experiences, content recommendations cannot presume to know better than the user, according to Google TV’s Shobana Radhakrishnan, Senior Director of Engineering. Google is attempting to bring Google search-level effectiveness to Google TV discovery, added Radhakrishnan, speaking on a Streaming Media Connect panel focusing on AI and streaming personalization. Click here to learn more: https://lnkd.in/erWdRTbx #streaming #tv #content #AI 

24i H1 revenues sink 33% YoY • The picture will be rosier by end of year, we are promised • Unified code branch is “95% there” • Read the full article here: https://lnkd.in/ein4Tbwt Analysis from Tommy Flanagan, Quentin Vidberg Thierry Fautier // 24i close to completing unified code branch, ahead of tricky #IBC // Warner Bros. Discovery must bail from Venu Sports JV to vault Fubo injunction // #TV back on top as Kudelski Group morphs into 3-legged stool // Harmonic drags legacy Italian DTT into full IP // Xperi Inc. sells on-device #personalizationtechnology to Amazon // Fautier Files | #8K doubts compounded by #ParisOlympics // MyBundle teams up with Roku for another #cordcutting alternative // Short-form shows new #personalization tricks to old dogs // Drunk on #adtech patents, tvScientific blurs scale of task ahead // #connectedtv advertisers clamor for clarity // #Advertisers call out cross-platform data starvation // Lumen Technologies shows bouncebackability in #AI after #CDN cull // Worth Noting in #OTTVideo News, Deals, Launches and Products ##paytv #ott #streaming #broadcast #digitalmedia #digitalentertainment #broadband #videodelivery #videonetworks

Dish Network somehow looks healthy under EchoStar DISH Network’s parent company EchoStar Corporation is edging towards bankruptcy, after Q2 2024 earnings exposed a crushing 8.8% revenue decline triggered by 104,000 video subscriber cancellations and 18,000 fewer wireless subscribers. When EchoStar announced the reacquisition of Dish Network in 2023, completing a $26 billion deal in January 2024, the expectation was always that new EchoStar would morph gradually over a period of many years into a pure wireless business. The deal was designed, like any merger, to generate efficiencies and streamline operations, greatly reducing costs and building out a more integrated services offering... Click here to learn more: https://lnkd.in/dMjn2BbC #video #TV #wireless 

Paramount claims small D2C spike on mountain of linear losses Fresh from Skydance Media agreeing to take a majority stake in National Amusements to secure control of Paramount Global, the company’s second quarter results are not so positive, despite Paramount claiming its first profit from direct-to-consumer streaming for Q2 2024. But first, the really bad news is that Skydance has identified $2 billion worth of efficiencies relating to the union. That figure includes the $500 million already pledged by Paramount in June, which the company has since confirmed will come from fat-trimming in marketing and communications. Paramount’s redundancy figure expects to hit 15% of US staff in technology, finance and legal divisions – most before the end of this year. #D2C #TV #video 

Advanced HDR by Technicolor breaks Brazil, waiting game for TV 3.0 Our standalone analysis of the state of UHD broadcasting across DTH and OTT in France during the 2024 Olympics showed that the CTA’s HDR10 and Dolby Laboratories Vision are the two dominant High Dynamic Range formats among the main French channels. Outside of France, however, Advanced HDR by Technicolor is making its own case as the HDR underdog. This feat came in Brazil, where Brazilian broadcaster Globo and German R&D institution Fraunhofer IIS have successfully demonstrated Advanced HDR by Technicolor Group and MPEG-H Audio on Hisense Group TVs. This comes as Brazil’s hotly anticipated next-generation DTT standard, TV 3.0, gears up for commercial roll-out from April 2025. #TV #broadcasting #HDR

Fubo in SEC filings: 😱Venu will bring “irreparable harm”, pose a "significant risk" to Fubo, from sub losses all the way to insolvency Fubo in court: 😨 [needs to prove "irreperable harm" to get its injunction granted] says it will lose to 300,000 to 400,000 subs +"run out of cash by the first quarter of next year" if Venu launches Fubo in earnings release/call: 🥰🤗pretends Venu doesn't exist, predicts revenue will grow 18% YoY in 2024, + 7% increase in subs 😅Fubo must be very thankful its injunction against Venu was granted!

My Faultline article this week: // Fautier Files // #UHD diversity stars at #2024Olympics, but #Atmos absent on #OTT

Netflix plays safe with CBS for debut NFL production As conventional broadcasters cede ground to streamers in the scramble for sports rights, does the destiny of legacy linear lie in becoming the production powerhouses plugging away behind the new IP-delivered faces of sporting events? Similar questions have returned to the forefront of Faultline this week, as it was confirmed that Netflix has settled on CBS Sports to produce its two #NFL games being livestreamed on the platform in the US in December 2024. Netflix has rights to show a pair of Christmas-time NFL matches for the next three seasons. #streaming #sportsstreaming #livestream

Lenovo lambasts video codec pools for incentivizing revenues A live webinar entitled ‘Who leads the VVC patent race?’ provided no objective answers to this clearly rhetorical question, but would we expect anything less from a topic as IP-charged as video codecs? Hosted by New York-based data analytics firm LexisNexis, a graph was presented breaking down VVC patent families regionally—data we had previously not laid eyes on—courtesy of IPlyptics. It shows an overwhelming (yet expected) dominance of VVC patents in North America, across all four categories. #video #codec #VVC

Streaming bundle boundaries being pushed to extreme We have seen bundling evolve over time in the pay OTT space, and it is worth looking at the Darwinian evolution of bundling. Bundling started with Amazon Channels, created in 2015, which included 80+ streaming services in the US and varied in other countries. This was the first attempt to give easier access to small SVoD services to a broader subscriber base (the Prime one), making it a true win-win-win proposition for SVoD services, Amazon, and consumers. Click here to learn more: https://lnkd.in/e-Mp-NyT #streaming #SVoD #payTV