Streaming

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 …

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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 …

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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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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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Peacock premium and the 25% solution

The content differential between the free-to-view and premium tiers on NBCU’s new Peacock streaming service will play an important role in shaping the service’s success, as NBCU works to stake its claim in both the ad-supported and subscription-backed market sectors. Doing so will require that Peacock establish a foothold in each category, with clearly distinguished …

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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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