Stewart Schley, SVP and Lead Analyst

Stewart has been reporting on and writing about the telecommunications and media industries for more than 25 years, for publications and organizations including Multichannel News, Cable World, CED Magazine and Paul Kagan Associates. He has founded and served as editor of several national business magazines and is the author of the book Fast Forward: Video on Demand and the Future of Television; the editor of the book Definitive Broadband; and a co-author of Broadband Planet, published by Cisco Press.

Sports bars, streaming, and Sundays

The most remarkable aspect of the NFL’s new, 10-year media rights arrangement is how unremarkable it turned out to be. True, some games will end up on Peacock, Paramount+ and Tubi. And there was language in press releases about streaming video extras like “premiere VOD,” highlight compilations, condensed games and a special “NFL experience” on …

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TVOD makes a Hollywood comeback

In a shifting screen-entertainment category, there’s a standout candidate for comeback player of the year: TVOD. Over recent years, the category of transactional video on demand had seemed destined for a Hollywood-style fadeout. In 2019, for example. video-on-demand lost ground, with the amount consumers spent renting movies and TV shows on a title-by-title basis sinking …

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discovery+ makes a content-rich debut

The latest STREAMTRAK® report from One Touch Intelligence reveals that Discovery Inc.’s new direct-to-consumer streaming service stacks up well against category leaders by virtue of a deep on-demand content reservoir, a solid base of originals, and a novel approach to presenting curated channels built around signature series. Download a complimentary copy of our latest STREAMTRAK® …

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The Tik-ing of Microsoft’s video clock

Among the five largest U.S. companies, only one lacks a direct-to-consumer video service. That could change, and soon. Press reports naming Microsoft as a lead candidate to buy TikTok’s U.S. operations, possibly in a partnership with Walmart Inc., signal that Microsoft perceives it’s missing an important piece of the consumer business portfolio. Although Microsoft Corp.’s …

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Gatekeepers 2.0: Meet the new MSO

A strong contender for the quote-of-the-month award goes to Andrew McCollum, the CEO of streaming video service Philo. McCollum recently talked to Variety about the rising influence of connected TV platforms that bridge the Internet and living-room TV sets. “Direct-to-consumer,” said McCollum, “is a bit of a myth.” That’s a perceptive read of a phenomenon …

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For U.S. telecoms, OTT video beckons

Comcast’s recent arrangement to make Sling TV available over Comcast’s Flex platform dovetails with a widening embrace of over-the-top video among multiple U.S. telecommunications providers. The willingness to light up the Sling TV app over Flex, a streaming video platform targeted to Internet subscribers, is the latest and most meaningful example of the migration among …

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