Sandler Partners’ Post

Thanks to Adwanted Events for a great conference last week, we really enjoyed #FTVASydney. It was apparent that an inflexion point has been hit and TV executives are finally admitting that linear TV revenues will never be the same again; they have to find a way to make that money digitally. Here are a few more insights from the event: 📺 TV remains unparalleled in driving client business outcomes, but it's all about creativity and attention. Subpar ads just waste money.  👀 SVOD platforms are devouring FTA TV's market share, capturing both eyeballs and ad dollars with their 'ad lite' packages.   📊 Measurement took centre stage, with Foxtel leading the charge with their KANTAR research. While we know agencies prefer a unified currency, Foxtel's move makes sense as it aims to monetize its entire inventory. Thanks Justin Lebbon and team! #FTVASydney #svod #measurement #tvadvertising

Simpli.fi recently shared their latest The Relevance newsletter and below I walk through some of the highlights of that article. A major part of the newsletter was a focus on strategy. In the article, we look at "3 Super Strategies to Win in Digital Advertising". The below video looks at all the many options that are at our fingertips and what we need to take into account when determining how we are going to market with our messaging. We also look at a Case Study of a national client that is using Simpli.fi's ZTV offering. We highlight some of the great metrics this client received running ads on Hulu, ESPN, Samsung TV, SlingTV, & more! #marketingstrategy #connectedtv #ztv #simplifi #digitalmarketing #digitallstrategy

CTV Weekly Insights: the #CTV operating system war is raging. Xumo's Streambox is the newest entrant in a joint venture between Comcast and Charter Communications. Owning the underlying platform provides key advertising opportunities and revenue streams--with even more going forward. The OS is one of the key pieces of Walmart's VIZIO acquisition. Revenue, data, direct-consumer-relationships. That value means there are more acquisitions to come. https://lnkd.in/guMPmtKw?

Have you noticed cable TV bills continue to increase? Did you also notice the number of channels in some of these packages have decreased? Most noticeably, Comcast has been moving some sports channels to more expensive packages with some of its RSNs. This has resulted in Bally Sports dropping Comcast as it fights with them to keep its RSNs on cheaper packages.  Although Spectrum dropped multiple Disney-owned channels including Disney Jr, Freeform, and FXX last year, the price increased twice. https://lnkd.in/eS4EddDx

𝐏𝐚𝐲 𝐓𝐕 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐌𝐚𝐫𝐤𝐞𝐭: 𝐓𝐫𝐞𝐧𝐝𝐬, 𝐂𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬, 𝐚𝐧𝐝 𝐅𝐮𝐭𝐮𝐫𝐞 𝐏𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐬 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐟𝐨𝐫 𝐚 𝐟𝐫𝐞𝐞 𝐬𝐚𝐦𝐩𝐥𝐞 𝐏𝐃𝐅 𝐫𝐞𝐩𝐨𝐫𝐭: https://lnkd.in/dFWEYRK8 The demand for 𝐩𝐚𝐲 𝐓𝐕 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐦𝐚𝐫𝐤𝐞𝐭 is rising due to increase in demand for HD viewing, and reduction in subscription cost of Pay TV services. In addition, factors such as, widespread adoption of integrated broadband broadcasting (IBB) system and increasing penetration of smart TVs are expected to propel the growth of the market during forecast period. On the other hand, technological advancements, such as utilization of data analytics to gain the insights about public preferences and availability of value-added services, are expected to create lucrative growth opportunities for the pay TV services market players in future. 𝐊𝐞𝐲 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐥𝐚𝐲𝐞𝐫𝐬: ·       DISH Network ·       Tata Sky Ltd ·       DIRECTV ·       Cartel Communications ·       Comcast ·       Tricolor / Tricolor Kino&TV ·       Fetch 𝐀𝐜𝐜𝐞𝐬𝐬 𝐟𝐮𝐥𝐥 𝐫𝐞𝐩𝐨𝐫𝐭: https://lnkd.in/d2eYd5yq #marketstrategy #globalinsights #marketgrowth #globalstrategy #globaltrends

After TF1 PUB x Samsung TV Plus and CANAL+ BRAND SOLUTIONS x Warner Bros. Discovery, here comes M6 Publicité with Pluto TV. I think this is pretty clear for any new digital video inventory owner or enabler coming from #FAST, #AVOD or #HVOD : DO NOT SELL ADS, let incumbent TV Sales houses sell you to their 30-year-old agencies partners. That's what we promote at Broadpeak, especially while enabling our operators to enable digital video inventory.

This time last year I joined LG Ad Solutions, my first 12 months has flown past and with the Christmas break nearly upon is, I am more excited than ever about our team and what 2024 will have in store. Reflecting on all the meetings and conversations I have had, I sense CTV in EMEA still needs to validate why it should be a foundational part of the media plan vs a 'nice to have'. I remember being grilled by a senior buyer at Essence many years ago and her checklist for validating a supplier offering I think rings true to anyone looking to invest in CTV and helps prove the case. 1. Do you have exclusive inventory? 2. Do you exclusive 1P data? 3. Do you have exclusive tech? 4. How do you prove you are driving incremental reach vs others on the plan? A pretty simple but effective list to cut through the noise and ensure budget flows to the right partners who can ensure the hype lives up to reality in 2024! #ctv #streaming

See, TV? The top two CTV OS in the US are Roku and Amazon's Fire, as new data from TVision shows 👇. I think most folks in Media do not realize just how dominant Roku is in the US, nor how large Amazon’s CTV footprint is. However, much of their combined install base - 55% of CTV homes - are on connected devices, aka dongles. AND dongles are dying. 50% of TVs and 61% of CTV homes are now CTVs connected directly to the interwebs, NOT external devices like the Fire Stick or Roku Inc.'s dongle (more data from TVision). PLUS, the CTV wars are about to get a MAJOR new combatant from Comcast & Spectrum: Xumo. THAT is why the next 36 months are crucial for CTV OS; why CTV OS will a BIG STAR in Vegas at #CES2024; and why "The OS Wars" are #2 on my 5 predictions for #CES. Get the data, and the predictions at the 🔗 https://lnkd.in/enZdzpRk

By 2025, CTV will account for all growth in the converged TV market, according to EMARKETER forecasts. As more viewers migrate to CTV, measurement strategies need to evolve—and fast. Download a complimentary copy of our analyst report, "Ad Measurement Trends H1 2024," presented by Cint. Explore Insights: https://lnkd.in/gMbsBNis #Nielsen #CTV #admeasurement #TVadvertising #upfrontweek

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