John Harmon, CFA’s Post

Maximize Your Entertainment Budget During Amazon Prime Big Deal Days The challenge many face when upgrading home entertainment systems is balancing quality with affordability. This October, Amazon's Prime Big Deal Days provides a well-timed opportunity for consumers looking to upgrade with significant discounts on Roku 4K TVs and streaming devices like the Roku Streaming Stick+. Notably, all deals have been verified by CNET experts for authenticity, ensuring that you're getting the best value. Furthermore, the deals are organized by price point, with categories under $100 and $50, allowing customers to easily navigate options within their budget. Amidst competing offers from retailers like Walmart and Best Buy, consumers have a choice beyond just Amazon. Are you planning an entertainment upgrade this season? What factors influence your decision on which platform to purchase from?

📺 Pay TV operators often struggle to choose the right approach for building their next-gen entertainment product: white-label solutions are quick to launch, they limit flexibility and control to differentiate, while custom development offers maximum freedom, it's expensive and hard to scale without a roadmap to leverage. 🚀 3Ready offers a better solution, enabling operators to quickly launch their unique, scalable entertainment experience without losing control and co-innovation of meanwhile 20+ operators and 12+ partners in the ecosystem. Jim Casteele, Chief Consumer Market Officer at Proximus says: "The flexibility and scalability of 3Ready will enable us to prepare for and adapt to current and future customer needs." 👉 Transform your Pay-TV platform. Book a demo today to discover the possibilities of 3Ready: https://lnkd.in/dCwWnME9

Engaging New Buyers and Renters - Craig Armer, Global Strategic Insight Director, Worldpanel by Kantar. At DEGI: The Digital Entertainment Group International at Omdia. Cinema goers almost twice as likely to buy or rent digitally but FAST and SVOD also more engaged and likely to buy and rent. Watch for kids or want to converse about latest TV or film. Apple TV+ has been fastest growing SVOD service that Kantar track. New content brings people in and churn rate is dropping. But not really shifting to transactional store. 2m untapped households. Could Netflix transact? 15m GB homes Highest NPS Stores improve stickiness.

"In February 2024, #Walmart purchased #Vizio for $2.3 Billion, and it was largely done to enhance Walmart's #advertising business. As of October 2021, Vizio had more than 18 Million ACR-enabled #smartTVs in the market. Vizio is the third largest #TV brand in the U.S. It accomplished that by SELLING #TVs AT A LOSS and then making it back through ads. In Q3 2023, Vizio posted a loss of $3.3 Million in HARDWARE sales but had a massive $97 Million in gross profit." [emphasis added] #streaming #Roku #television #wifi #internet #ethernet https://lnkd.in/eSPvB9V3

Just how valuable is the market in front of Roku standalone streaming tv controllers, Roku TVs, and Vizio TVs? If P/E ratios are reliable indicators, the jury is out on a right answer to this question. Roku's last quarter produced no profits, so the stock is, effectively, infinitely expensive. Vizio showed some profit. The price for Vizio Holding Class A shares sports a P/E of 73.04 - pretty expensive. When I put this label on the stock price I think risk - significant risk arising from traders pricing up a stock on what may very well be a lot of hot air (disclaimer: I neither invest in, nor trade either Roku or Vizio). With the above said, I am skeptical Walmart's expressed interest in buying Vizio, the TV manufacturing company, is all about expanding their "nascent advertising business". It may also, IMO, have to do with lowering their costs for goods sold in the commodity market for flatscreen smart TVs. Not for nothing, Amazon has their own lineup already. #Walmart https://lnkd.in/ea__DMtJ

In an era dominated by digital-first consumerism, our living rooms are transforming into dynamic storefronts, offering viewers a seamless transition from passive viewership to active engagement. Amidst this (r)evolution, questions linger about the true value this fusion brings to our lives. Is it just a flashy gimmick or a transformative tool enhancing our viewing experience? Max Heiderscheid, our VP North America, delves into the world of Shoppable TV for Streaming Media Magazine, exploring the current landscape, the strategic moves of streaming giants, and the challenges and opportunities that lie ahead in weaving together content and commerce within the sanctity of our living rooms. You can read it here https://lnkd.in/eQ6cwXi4 #ShoppableTV #FutureofShopping #InteractiveTV

In all "big purchase" retail strategies, nurturing potential buyers is key. Connected TV (CTV) offers a powerful way to visually engage customers, providing a richer, more interactive experience. Manufacturers, regions, and retailers can leverage CTV to guide buyers through their journey, understanding that not everyone is ready to purchase immediately.  https://zurl.co/p0HN #AutomotiveIndustry #ConnectedTV #DigitalMarketing #CustomerEngagement #DealerAlchemist

Watch for the RISE OF THE SUBSCRIPTION ECONOMY -- #research #services #bundles #NPS #ott #streaming #prime #streaming #music #podcast #value #research new research from Parks Associates Almost all US internet households have at least one digital subscription. OTT video streaming services are the leading digital services and account for the highest average spend and the highest number of services used per household. Free loyalty programs can be an onramp to paid memberships. For example, Best Buy’s loyalty program started as a free reward service, and the retailer gradually built it up to a tiered membership program with My Best Buy Plus and My Best Buy Total. Target will be the next retailer to migrate from a free to paid membership program with Circle 360. Creation and expansion of membership programs also creates opportunities for aggregators – e.g., broadband providers, cellular carriers, TV portals, and app stores – to expand their offerings and compete with other aggregators. For instance, in March 2024, Google added Fitbit Premium and Nest Aware to Google One plans for UK subscribers. “Subscription providers should seek partnerships with aggregators to expand the reach of their brand beyond their own users,” Parks said. “We will see many new, unique, and creative membership opportunities from a variety of different players in 2024.”

CNBC looks at the reasons Walmart bought VIZIO. The main reason is the TV makers SmartCast streaming technology that allows users to stream Hulu and Netflix. Now that more streaming companies are using limited advertising this device allows Walmart to find new customers and tailor specific advertising content to them. #walmart #advertisingandmarketing #streaming #technology #dataanalytics #customermanagement

Yesterday marked momentous day for Vantiva as we celebrated 22 million global Android TV set-top box sales since 2015. As of the end of 2023, we have earned a 25% market share according to Omdia’s STB 3Q23 report. We extend our thanks to Android TV and our valued customers for their trust in our ability to develop, integrate and support cutting-edge STBs. We introduced our first Android TV STB in 2015 with SVELTE, followed by JADE in 2020, which is available with Google Assistant for voice searches. In 2022, we introduced SOUNDSCAPE, a CSI Innovation Award winner that combined a STB and soundbar into a single device. Additionally, over the past nine years we have implemented more than 30 software upgrades and provided the most Netflix, Amazon Prime Video and Disney+ certifications in the industry. Android TV has transformed televisions into versatile entertainment hubs by delivering user-friendly features, like voice search and content personalization. Pay-TV operators and consumers alike have benefited from Android TV and Vantiva’s innovative offerings, including our Navigate IQ app that provides insights into consumer viewing habits through data analytics and machine learning. Read more: https://lnkd.in/eSSRBh29 #Vantiva #AndroidTV #SetTopBoxes #Streaming #DigitalTransformation #Innovation