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.

Houses don’t buy video. People do.

Tucked into Netflix’s second quarter earnings report was an interesting wrinkle about industry semantics. Co-CEO Reed Hastings made a point of diverting from the familiar metric known as ARPU (for average revenue per “unit”) and instead using the term average revenue per “membership,” or ARM. The pivot is designed to remind investors, analysts, and Netflix …

Houses don’t buy video. People do. Read More »

Deal me in: Is an OTT price war ahead?

Just what the hotly competitive streaming video market needed: a price war. There’s no open declaration of hostilities just yet, but an offer spotted recently from Walt Disney Co. suggests there’s willingness on the part of the category’s fastest-growing player to leverage one of the “3 Ps” of classic marketing theory: price. A promotion circulating …

Deal me in: Is an OTT price war ahead? Read More »

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 …

Sports bars, streaming, and Sundays Read More »

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 …

TVOD makes a Hollywood comeback Read More »

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® …

discovery+ makes a content-rich debut Read More »

Scroll to Top