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Santa Monica, California, United States
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Prime Video & Amazon MGM Studios
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Robert Serena
The stage was set at the NAB Show 2024. Hundreds of products battled for supremacy in the ever-evolving streaming video arena. Tensions were high as the industry's elite judging panel meticulously evaluated each offering. Then, a true champion emerged from the fray. Vimond's VIA App Builder captivated the experts with a perfect fusion of power and elegance. Features that dazzled: - Lightning-fast development capabilities that make deploying streaming services across devices a mere formality. - An interface so intuitive even a novice could wield its might. - Unparalleled content management that monetises like never before. In an epic clash of innovation, the VIA App Builder reigned supreme – conquering the "Next TV" category to seize the coveted Best of Show honour. A thousand competitors stood in awe. This was more than just an award. It was a statement of Vimond's unwavering commitment to streamlining video streaming for the modern era. An undisputed mark of quality that will shatter industry conventions. The victory horn has sounded. All others have been put on notice. Brace yourselves for the VIA App Builder's continued dominance, as it leads content creators to a new era of broadcast supremacy. https://lnkd.in/gssvefKG
291 Comment -
Pierre Hergaut
📺 **Battle for the Living Room** The race to dominate the smart TV operating system (TV OS) market is heating up, with major players like Roku, Google, Amazon, Samsung, and LG vying to enhance user experience and capitalize on new business opportunities through data and advertising. Despite this fierce competition, a key question emerges: do consumers actually care about which OS their TV uses? 📊 **Market Potential** At the StreamTV Show in Denver, experts discussed the benefits of owning a TV OS, such as controlling user data and enhancing ad revenue. Analyst Alan Wolk noted that around 40% of smart TVs globally lack a dedicated TV OS, presenting a significant market opportunity. Even small gains in market share can translate to substantial financial rewards, making the competition highly lucrative. 💡 **Consumer Preferences** Panelists at the event debated whether consumers prioritize the TV OS in their purchasing decisions. Google’s Rob Caruso argued that factors like size and price still dominate, with the OS being a secondary consideration. However, Vizio's Katherine Pond and LG's Matt Durgin highlighted that content availability and user experience offered by the TV OS could influence consumer choices, particularly for those seeking quality and value. 🎬 **Content and User Experience** Ultimately, while the current focus for consumers might not be on the specific TV OS, the content and seamless user experience provided by these systems are crucial. Companies like Vizio and Samsung emphasize the importance of offering desired content and a smooth interface, hoping that improvements in these areas will eventually drive consumer preferences toward specific TV OS platforms. #TV #TVOS #Streaming #SmartTV
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Kevin Ross
The exec behind ESPN+ shares Disney's plan to make streaming sports a success — even if Venu never launches https://ift.tt/EGCOyX4 Kelly Backus / ESPN Images ESPN+ brought Disney's streaming business to profitability in its latest quarter. However, challenges like competition from social media and fragmentation remain. Executive John Lasker shared how he's making ESPN into a streaming powerhouse. ESPN+ has quietly become a big asset for Disney in the streaming wars and a lifeline in the increasingly challenging sports space. ESPN's streaming service made Disney's direct-to-consumer business profitable for the first time ever in its latest quarter. Its $66 million of earnings offset a $19 million loss for Disney+ and Hulu, after the inverse was true before. ESPN+'s average monthly revenue per subscriber rose from $5.45 to $6.23 in Q3 due to higher prices and advertising revenue, Disney said in its 10-Q. In a cutthroat streaming landscape, ESPN+ has attracted about 25 million subscribers by offering exclusive college and professional sports along with some, but not all, of the main network's content. For everything the self-proclaimed Worldwide Leader in Sports has, including shows like "First Take" and "SportsCenter," sports fans still need a pay-TV service — for now. Next fall, Disney plans to launch what it's currently calling "ESPN Flagship," which will include all of ESPN's content, including ESPN+. That leaves no time to rest for John Lasker, the senior vice president of ESPN+ who's overseen its growth strategy since its launch in 2018. Lasker joined ESPN's sales team 25 years ago and pivoted in 2006 to digital media, where he led ESPN's early streaming efforts, like WatchESPN. "We're trying to fill as many of the spaces, if you will, and create as much [optionality] for different types of interests and different types of sports fans and different types of pricing tiers that people might be interested in — not making any assumptions on what people's interests are," Lasker said in an interview. How ESPN is moving beyond the cable bundle Lasker's aim is to reach sports fans across generations, from pay-TV subscribers to the millions of cord-cutters and the growing number of cord-nevers who haven't paid for cable. This time next year, sports fans may have the option to watch ESPN on cable, services like YouTube TV, ESPN+, an ESPN tile on Disney+, ESPN Flagship, and — pending a successful appeal — Venu Sports. Venu is a pay-TV alternative designed to stream sports from Disney, Fox, and Warner Bros. Discovery, but its launch was blocked in mid-August by a judge in a crushing setback to those three media giants. An ESPN spokesperson issued the following statement about the ruling against Venu, which came a day after BI spoke with Lasker: "We respectfully disagree with the court's ruling and are appealing it. We believe that Fubo's arguments are wrong on the facts and the law, and that Fubo has failed to prove it is legally en...
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Matt Kramer
According to Nielsen’s latest report from June 2024, streaming has hit an all-time high, accounting for 40.3% of total TV usage! This surpasses the previous record set by cable in June 2021, marking a historic moment in TV consumption. The TV landscape is evolving rapidly, with streaming services continuously capturing more audience share. ✔ Disney+, Tubi, Netflix, and Max saw double-digit monthly usage growth. ✔ Younger viewers (17 and under) played a significant role, with a 16% increase in viewing from kids aged 2-11. ✔ Top streaming titles like Netflix’s Bridgerton and Your Honor on Netflix and Paramount+ dominated viewing minutes.
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Tim Heath
I think every sports fan can agree that the amount services and apps needed to watch one sport has reach an extreme point of absurdity. On top of that, you can't even pay to watch all of the games for the teams you are a fan of with those services. Let the fans pick and pay for the games they want to actually watch for the teams they actual like all from ONE app instead of having us play this game of "find the needle in the haystack of services" each year. #FreeCast #NextGenStreaming #StreamingWars #NBA #NFL #NHL #MLB #MLS #NoMoreAppDiving
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Dan Rayburn
As Paramount Global evaluates its strategy for all of its linear and streaming assets, multiple sources tell me that Pluto TV’s co-founder and current CEO of Paramount Streaming has been in discussions with the company about repurchasing it. These discussions started before the Skydance deal was announced, but I’m told no valuation has been placed on Pluto TV, and no official offer numbers have been exchanged. Interestingly, during the Paramount Global all-hands meeting on June 25th, employees say the company didn’t mention or include any reference to Pluto TV during the newly announced go-forward plan. Those who sat in smaller internal meetings also say the brand was absent from the discussions. Since the Skydance deal was announced, Skydance has featured Pluto TV as one of the six core pillars of the company on slide ten of its presentation. However, that doesn’t guarantee that Pluto TV, or any other content brand, will be part of the company going forward. During a call with investors after the Skydance deal was announced, Jeff Shell stated, “Current management is also talking about a couple of transactions that, if they get the right price, we’ll be supportive of.” So Paramount Global’s current management team can sell off assets and make deals they think will help the new management team as long as the new management team is consulted. Full story: https://lnkd.in/eNuRDyxi
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Jerry Del Colliano
Cumulus Expense Cuts Coming • What cuts Cumulus had to promise to re-fi their debt. • What about selling existing assets? • The Cumulus employees most directly caught in the crosshairs of this deal. • How it affects executive pay. • The unusual timeframe of these promised cutbacks.
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Andreas Beckwith
Fubo stops Venu's sports platform - what next? "Sports-first live TV streaming platform fuboTV Network has been successful in stopping the launch of The Walt Disney Company, Fox and Warner Bros Discovery’s Venu Sports joint venture (JV) after its request for a preliminary injunction was approved by the US District Court, Southern District of New York on August 16th." "Fubo had sought to stop the launch of the JV that would have controlled roughly 60 per cent which to 80 per cent of live broadcast sports content, according to its partners. Fubo presented evidence of the JV’s primary effect of limiting competition, removing consumer choice, and ultimately leading to steep price hikes for consumers and boosting profits for the partners. Fubo’s goal is to ensure a competitive sports streaming marketplace that offers consumers choice, affordable pricing, flexibility and innovation." So, the JV is on hold at the moment, the biggest shift to change the #media landscape with #streamingplatforms has hit a huge setback. What will happen next? The concerns that Fubo brings up are completely legitimate about price fixing, anti-competitive concerns, and under normal circumstances, it would seem like a clear monopolistic practice. And yet, given the changing state of the market, it seems that we will have to get used to more legacy businesses joining forces. In the long-term, it seems like it's one of two ways to survive, that and bundling. Traditional moves that would be considered monopolistic, like Discovery and Warner joining forces, has to be seen in the context of the current market, their traditional business model is changing and their losing money. Perhaps the sports platform, with its inelastic demand, is too big an issue, and domination of rights will allow for abuse. However, on other platforms, general entertainment and even some more sports, it seems inevitable we will see further market consolidation. How do you move towards the future without threatening anti-trust practices? #streamingmedia #streaming #tvindustry #sportsmedia #broadcastmedia #broadcasting #mediaindustry #antitrust https://lnkd.in/eJ6_U6VF
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Kevin Ross
Warner Bros Discovery says it overpaid for its TV networks by $9 billion https://ift.tt/T1MPAgb WBD CEO David Zaslav, seen here talking to Tom Cruise at the Paris Olympics, says his TV business is worth a lot less than he thought just a few years ago. Ezra Shaw/Getty Images Traditional TV, as you may have heard, is a business in decline. Here's another data point: WBD says its TV assets are worth $9 billion less than it thought just two years ago. That's not great. But Wall Street isn't that surprised: It reached this conclusion a while ago. Last month executives at Warner Bros. Discovery floated the idea of breaking the company up — a tacit acknowledgement that the 2021 deal to merge Discovery with the company formerly known as Time Warner has been a bust. Here's a more concrete way of acknowledging that: WBD just took a $9 billion accounting hit because it has concluded that its aging TV assets aren't worth nearly as much as it thought — perhaps because they won't have NBA games to show after the next season. For context, WBD's entire market cap is around $18 billion. Investors reacted to the news by pushing the company's stock down by more than 8%. OK. So what's next? If you or I buy something and it turns out we overestimated its value by a lot, bad things can happen. But the thing about giant writedowns in corporate America is that while they are admissions of failure, Wall Street tends to be pretty muted when they happen. In large part that's because they're not a surprise. The market has already decided this thing wasn't working, and it was already reflected in its stock price. Which is what's been happening at WBD — its stock has been in decline for most of its two-plus years of existence. WBD CEO David Zaslav is promising Wall Street that everything is going to be fine, and that his digital future looks great. The problem is his traditional TV networks, like TNT, TBS, and TLC — are in long-term decline but still generate meaningful profits. Which makes them hard to do anything with, one way or another. In his words, there are "tough conditions in the legacy business." This is one of the big problems with the break-'em-up plan the company tried out last month — who wants to own the part of the business that isn't working? And, it turns out, WBD has also realized that plan won't work, and killed off its trial balloon this week. The new, new plan, says the Financial Times, is to sell smaller chunks of the company. Maybe a Polish broadcasting company, or a piece of its games business. But remember that Zaslav's other plan is consolidation: He says he wants to buy stuff, though lots of people think he'll be the one getting bought. Today's news made his company that much more affordable to a prospective buyer. Read the original article on Business Insider Business News via Business Insider https://ift.tt/ANJV0Gd August 7, 2024 at 02:48PM
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Jung Han
It's a money story, after all. South Korea has recently entered the era of "paid sports streaming" with the launch of a pro- baseball streaming package (5,500 won per month, Tving). The debate over the appropriateness of the price has been hotly debated in Korea. "The viewing value of professional baseball is 5,500 won per month The United States, long accustomed to paying to watch sports events, has recently seen the extremes of sports streaming. It has seen the rise of 'super sports streaming', which has taken over 85% of the total sports broadcast market. It's no secret that sports are good for streaming subscriptions. This joint venture platform between Disney, Fox, and Warner Bros. Discovery could certainly attract a lot of subscribers. If the NFL, NBA, NHL, etc. are all on one service, it's going to get a lot of attention. You don't need AI replays or anything like that. The sports themselves are immersive. FuboTV-Led Coalition Asks Congress for Hearing on Disney-Fox-Warner Sports Streaming Platform "How much is an all-in-one sports package worth?" But the question is price. How much would Americans be willing to pay for an all-in-one sports package, and who would seek it out? It's not going to be all ESPN subscribers, and it's not going to be all ESPN subscribers. DirectMediaLab will find the right price for your sports package, but of course it has to be less than the average price of a cable TV package ($80/month). https://lnkd.in/gpghyF-H
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Jose (Jay) Cruz
STREAMING BUNDLES: Is the cable box making a comeback!? Subscriber churn remains an issue for SVOD services – 42% of US streaming subscribers report that they “'regularly subscribe, cancel and resubscribe,” according to Ampere’s Media Consumer survey covering 1Q24. But bundling streaming services can have a significant impact on mitigating the issue. Ampere cites Disney subscribers as an example: Consumers who had previously churned and then returned to take the Disney+/Hulu/ESPN+ bundle are 59% less likely to churn within 12 months than those who take Disney+ alone, based on 1Q23 sign-ups. Ampere also found that US resubscribers skew younger (aged 18-44), are more likely to be in family households, and are typically avid media consumers. And with that wide media diet, the cohort is 40% more likely than average to exhibit signs of subscription fatigue and 21% more likely to desire unified access to content across different services. Which makes bundles, Ampere concludes, a key strategy in subscriber retention. The cable box is making a comeback! This time, it's on your mobile device$!
32 Comments -
Thomas J Thompson
Paramount and Warner Bros. Discovery's Writedowns May Signal the Future of Network TV Recent billion-dollar writedowns by Paramount and Warner Bros. Discovery highlight a significant shift in the media landscape. These financial decisions underscore the declining value of traditional TV assets, driven by the drop in cable-TV subscribers, reduced ad revenue, and a broader shift toward digital and streaming platforms. As these media giants face shrinking profitability in traditional TV, they are being forced to reevaluate their strategies for the future. https://lnkd.in/gncF7eGC Both companies have signaled that the future profitability of linear TV is in jeopardy. The decrease in cable subscriptions and ad revenue shows that traditional networks are becoming less valuable, as viewers increasingly cut the cord and migrate to streaming services. The acknowledgment by Warner Bros. that its cable channels are now worth less than during the Discovery merger reflects a broader trend. The traditional cable model, reliant on advertising and subscription fees, is crumbling as audiences move en masse to digital platforms. This shift has led to significant cost-cutting measures, with Paramount and Warner Bros. both reducing their workforces by around 2,000 positions. These layoffs highlight the need to adapt to a media landscape where traditional TV margins are shrinking. Competition is also intensifying. Warner Bros.’ loss of NBA broadcasting rights to The Walt Disney Company, Comcast, and Amazon underscores the growing importance of securing streaming and digital broadcasting deals, further eroding the value proposition of traditional TV networks. The future for media companies lies in transitioning to streaming as the central focus. This will involve investing in streaming platforms, creating digital content for online consumption, and possibly raising prices to balance subscriber growth with profitability. At Havas Edge, we’re not just reacting to these changes—we’re leading the way. By reallocating budgets to digital and streaming, mastering new measurement tools, crafting platform-specific content, and embracing innovative ad formats, we ensure our clients not only adapt but thrive in this new media landscape. #MediaTransformation #StreamingWars #DigitalInnovation #FutureOfTV
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Joseph D. Chianese (He, Him) CPA, MBT
Is "THE FUTURE SO BRIGHT"...that "I GOTTA WEAR SHADES"? FYI - Per PwC’s annual “Global Entertainment & Media Outlook (link attached below), the Global box office and total cinema revenue are predicted to surpass pre-COVID-19 levels in 2026, but admissions won't recover within the next five years. Streaming services will see a 5.6% annual growth rate in subscriptions from 2023 to 2028, with revenue growth trailing at 4%. Advertising revenue will exceed $1 trillion in 2026, becoming the fastest-growing revenue segment in entertainment and media. PwC’s annual report also highlights a shift towards business model reinvention, driven by technological disruption, economic challenges, and the potential of generative AI. https://lnkd.in/gsvFxinQ https://lnkd.in/gqrft4UE
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Manuel Urrutia
Rich Greenfield, it's premature to call the Disney/Charter distribution deal a failure. Their "bundle" combines separate Disney products but falls woefully short of meeting consumer needs. I have yet to meet an NFL fan who only cares about the football games that air on ABC and ESPN. As compelling as the Disney programming may be, sports fans want to watch all games, irrespective of the network or streaming service. We should not view the adoption of the bespoke Disney bundle as the measure of the deal's success. The true measure is whether other legacy media companies adopt this deal template to create a comprehensive "full streaming bundle" distributed through pay-TV operators, including Disney+, Hulu, ESPN+, Max, Discovery+, Paramount+, Peacock, and Fox programming. I believe legacy companies' long-term success will largely hinge on their ability to roll out these "full streaming bundles" through pay-TV operators as quickly as possible. I explain why in the comments section of Rich's post. #Disney #WBD #Strategy
142 Comments -
Dan Rayburn
Comcast says they are using high-bitrate HEVC compression to offer "Enhanced 4K" on the Xfinity X1 platform, premiering for the Paris Olympics and available on USA Network. The enhanced video supports Dolby Vision HDR and Dolby Atmos at the "highest bitrate," but Comcast would not disclose the max bitrate being delivered. The company says the Enhanced 4K playback is delivered with ultra-low latency "only seconds behind all the live action unfolding in Paris." Comcast said they are comparing their latency against "other streaming services" and that their testing showed it was "comparable to OTA." I can't access Comcast, where I live, so I can't see it, but I'm happy to hear from others in the comments section when they get to see it. #streamingmedia #comcast #codecs #HEVC #4K
313 Comments -
Kevin Ross
The history of Roku and the fight over CarPlay https://ift.tt/kMeAUTN Image: Alex Parkin / The Verge Before Roku was a leading player in the streaming wars, with that ubiquitous purple screensaver and a library of original content and practically every streaming app you could possibly imagine, it was a Netflix gadget — the first Netflix gadget, for that matter, and the one that helped start a streaming revolution. But the Roku story was almost very different. On this episode of The Vergecast, we try out a couple of show formats we’ve been planning for a while. First, we debut our tech-rewatch segment, in the vein of some of our favorite rewatch shows like Office Ladies, The West Wing Weekly, and The Rewatchables. We’re calling it Version History, at least for now. For this first segment, we tell the story of the Roku Netflix Player, debate its legacy, and try to decide whether this thing belongs in the Version History Hall of Fame. The exact qualifications for said Hall of Fame? Still very much TBD. After that, we have another take on our as-yet-untitled debate show. In this one, Nilay Patel and David Pierce yell at each other about who should own the screens in your car. Are CarPlay and Android Auto the answer, the solution to universally crappy automaker software? Or should Google and Apple get out of the way and let carmakers build what’s required for the self-driving, automated, infinitely more immersive future of driving? Things get heated. Names are called. (We want to know what you think of these new formats! What do you like? What do you hate? What should we tweak or try or do differently? We’re always looking to expand The Vergecast and even launch new shows, so we want all your feedback. You can send us an email at vergecast@theverge.com, call the Hotline at 866-VERGE11, or just leave us a comment here.) Finally, we answer a question on the Vergecast Hotline about political texts and how to get them to stop. We have good news... and we have bad news. If you want to know more about everything we discuss in this episode, here are some links to get you started, first on the Roku Netflix Player: From Fast Company: Inside Netflix’s Project Griffin: The Forgotten History Of Roku Under Reed Hastings From CNBC: How Roku used the Netflix playbook to rule streaming video From CNN: Netflix Player offers PC-free movie watching From Wired: Review: Roku Netflix Set Top Box Is Just Shy of Totally Amazing From The New York Times: Why the Roku Netflix Player Is the First Shot of the Revolution And on the CarPlay / Android Auto debate: Car companies haven’t figured out if they’ll let Apple CarPlay take over all the screens The rest of the auto industry still loves CarPlay and Android Auto Everybody hates GM’s decision to kill Apple CarPlay and Android Auto for its EVs Rivian CEO says CarPlay isn’t going to happen Apple’s fancy new CarPlay will only work wirelessly And on robotexts: From The Washington Post: How to stop receiv...
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Alan Wolk
ICYMI - The Week In Review looks at why most of The Trade Desk's "Top 100 Publishers on the Open Internet" list consists of streaming TV services and networks with URLs and why the list resembles a big consumer brands' media plan circa 1987. We also look at Nielsen's plans to measure Lionsgate's FAST channel and wonder why we're the only ones asking "Okay, but how?" https://lnkd.in/e8kpPVBE
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