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Hot Topics DisneyNetflixYouTubeComcastAmazonAppleView All Inside the Stream Podcast: Can Disney+ Reignite Growth in 2022? Friday, November 12, 2021, 10:39 AM ET | Posted by Will Richmond

Welcome to this weeks edition of Inside the Stream, the podcast where nScreenMedias Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

Disney+ now has 118.1 million subscribers, less than 2 years since its launch. But Disney+ added just 2.1 million subscribers in the fiscal fourth quarter of 2021, a huge slowdown from the blistering pace of the past 2 years. This raises the question many investors are asking: can Disney+ reignite growth in 2022, and if so, how? Colin and I explore these questions on this weeks podcast.

Meanwhile, Hulu keeps chugging along, albeit in the shadow of Disney+. But as we also discuss, Hulu is already likely profitable (at least marginally), but looking out, it is poised to become a genuine profit engine for Disney. Thats because Hulu is one of a handful of scaled, ad-supported services and its Live TV + SVOD services is already generating nearly $85 per month in average revenue per subscriber. As CTV advertising becomes increasingly central to advertisers, Hulu is well-positioned to benefit.

Listen to the podcast (34 minutes, 31 seconds)

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Categories: Podcasts, SVOD

Topics: Disney+, Podcast

Mediaocean’s GM, Verification Outlines New Paradigm for CTV Advertising Transparency Friday, November 12, 2021, 9:39 AM ET | Posted by Will Richmond

Mediaoceans GM, Verification Asaf Greiner outlines a new paradigm for CTV advertising transparency in a 10 minute interview with me below. Asaf discusses one of the key issues in verification in CTV today, which is adapting browser-based technologies to CTVs, which of course dont have browsers. Asaf previews what a modern approach involving industry collaboration would look like, and how higher transparency would be achieved.

Hear Asafs full presentation at next weeks CTV Advertising Brand Suitability Summit virtual on November 16th at 3pm. Asaf is one of 32 executives speaking on 10 different sessions across 2 afternoons. Reminder that all paid registrants will be entered to win a 50-inch Roku TV and Streaming Soundbar.

Watch the interview now!

Categories: Advertising, Technology

Topics: Mediaocean

Today Only: Complimentary Signup for CTV Advertising Brand Suitability Summit Next Week Thursday, November 11, 2021, 10:24 AM ET | Posted by Will Richmond

Today only Im pleased to offer complimentary signup for the Connected TV Advertising Brand Suitability Summit virtual, coming up next week, on Nov. 16th and 17th. The offer is available until tonight at 11:30pm ET. If you were planning to pay the $99 registration fee, I ask that you instead consider donating your fee (or any part of it) to a worthwhile veterans organization. As a little extra incentive, if you do so, and you email me your donor receipt, I will match the first 50 donations. Today is my birthday (I know, its hard to believe Im 28 already), and so 11/11, Veterans Day, has always meant something extra to me.

When you visit the event web site, just click to register, and then in the ticket section look for the blue link Enter promo code. Click on it and enter VETS. Select 1 for the complimentary ticket, and 0 for the paid ticket. Then enter your information.

The Summit program includes 32 amazing speakers on 10 sessions across the two afternoons. Some of the sessions focus on more generally on the massive shift to CTV advertising, and whats ahead, while others focus more specifically on brand suitability/safety, DEI, measurement, identity management, brand building and multi-platform. If youre partially or completely responsible for your companys success in CTV advertising, I think youll get a ton out of the sessions (Im confident in saying this because Ive been a fly on the wall in all of them).

I am extremely grateful to the executives below who are taking time to share their insights:

Joe Barone - Managing Partner, Brand Safety Americas, GroupM
Natalie Bastian - SVP, Head of Marketing, Tubi
James Brown (JB) - EVP, Content Distribution Affiliate Marketing, REVOLT Media
Lynda Clarizio - formerly President of U.S. Media, Nielsen
Yale Cohen - EVP, Global Digital Standards, Publicis Media
Danielle DeLauro - Executive Vice President, VAB
Colin Dixon - Founder and Chief Analyst, nScreenMedia
Karina Dobarro - EVP, Managing Partner, Horizon Media
Rayna Elliott - SVP, Digital Strategy and Innovation, Horizon Media
Sarah Fay Managing Director, Glasswing Ventures and former CEO, Aegis Media North America (now Dentsu)
Natalie Gabathuler-Scully SVP, Revenue Operations, Vevo
David George - CEO, Pixability
Asaf Greiner - GM, Verification, Mediaocean
Larry Harris - Founder and CEO, Alpha Precision Media
Darline Jean Global COO, Matterkind, a Kinesso Company
Chelsea Jenkins - Director, Cultural and Inclusive Marketing, Kellogg Company
Eric John - VP, Media Center, IAB
Mike Law - President, Amplifi US | Dentsu
Joshua Lowcock - U.S. Chief Digital Global Brand Safety Officer, UM
Jessica Masters - Director of East Coast Sales, Roku
Pooja Midha - Chief Growth Officer, Comcast Advertising
Michael Nathanson - Founding Partner, MoffettNathanson
Adam Noble - Director, Connected Television Product Marketing, Index Exchange
Jackie Swansburg Paulino Chief Product Officer, Pixability
Will Richmond - Editor and Publisher, VideoNuze
Mike Richter - VP, Global CTV Revenue Operations, Trusted Media Brands
Ren Santaella - EVP, Digital Streaming Media, Estrella Media
Susan Schiekofer - Chief Digital Investment Officer, GroupM North America
Josh Sharma - VP, Advertising Partnerships, Allen Media Group
Sarah Shriver - VP, Global Content Monetization Strategy, A+E Networks
Marilois Snowman - CEO, Founder, Mediastruction
Dani Wolinsky - Global Head, YouTube Buying Experiences, Google

Im also gratified to have Dentsu, GroupM, Horizon Media, Publicis Media and UM Worldwide - 5 of the biggest U.S. advertising agencies - as Agency Partners.

Many thanks to the Summits sponsors Pixability, Mediaocean, FreeWheel, Index Exchange and Roku.

SIGNUP NOW!

Categories: Advertising, Events

Topics: Connected TV Advertising Brand Suitability Summit 2021

Inside the Stream Podcast: For Comcast and Peacock, It’s Time to Go Big or Go Home Friday, November 5, 2021, 10:51 AM ET | Posted by Will Richmond

Welcome to this weeks edition of Inside the Stream, the podcast where nScreenMedias Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

On Comcasts Q3 21 earnings call, management was vague about how Peacock is performing. In Corporate America, not highlighting numbers is typically a sign that things are not going as well as hoped and/or the numbers are not as impressive, comparably speaking, as those of competitors. A round of speculation about Peacocks performance and what might happen next has ensued.

On this weeks podcast, Colin and I try to explain what we think is happening. The hard truth for Peacock is that it came to market very late and that it is competing against well-funded and highly aggressive competitors which are spending heavily on originals and on promotions - a commitment that Comcast/NBCUniversal have not publicly committed to match. Another issue - at least relative to Paramount+/Showtime, which gained 4.3 million subscribers in Q3 - is that Peacock doesnt include NBCs linear feed, and also doesnt specialize in mature content, which has a strong draw. These two benefits (and Star Trek) have no doubt helped Paramount+/Showtime. Yet another issue is that popular NBC programming continues to be available in Hulu.

All of these factors, and others, are limiting Peacocks appeal. As if that wasnt enough, Comcast has mixed incentives related to Hulu, because it still has a 30% stake that is getting more valuable by the day, as Netflix stock hits new highs. Comcast is financially disincented from harming Hulu by pulling programming to help Peacock (all of this would have been moot if only Comcast had acquired Hulu when it had the chance back in 2018). Comcast has missed out on billions in additional revenue and value creation.

In short, Comcast/NBCU are now facing a dilemma with Peacock that can be boiled down to: Go Big or Go Home. Either commit to spending whats required to compete effectively (either at the AVOD or SVOD level), or recognize Peacock is going to keep treading water and will likely never break out. Its a tough decision, but it reflects the penalty late entrants face, especially when squaring off against competitors like Netflix, Amazon, Disney, HBO Max, etc.

Listen to the podcast (33 minutes, 38 seconds)

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Categories: AVOD, Cable TV Operators, SVOD

Topics: Comcast, Hulu, NBCU, Peacock, Podcast

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