Insights, Ideas and Imagination

Original takes, fresh perspectives and exclusive intelligence about what matters most.

DTCs and Legacies  

The recent streaming turmoil raises big questions about where the direct-to-consumer business sits relative to a legacy TV business that remains  a cashflow cow, despite …


Comcast Details Edge-Out Strategy for Broadband Growth  

On Comcast’s Q1 earnings call, company executives revealed more detail about a plan to grow the cable provider’s footprint by at least 800K new broadband …


Altice Doubles Down on Fiber as Broadband Losses Mount  

Despite an accelerated buildout schedule and subscriber gains on the fiber side, Altice USA’s overall broadband subscriber numbers trended negative again in the first quarter.  …


AT&T Fiber Additions Can’t Overcome Other Broadband Losses

Although CEO John Stankey reported during the Q1 earnings call that fiber makes up nearly half of AT&T’s consumer broadband revenue, gains in fiber were …


Netflix’s Next Chapter  

“I know I’ve been here for more than 20 years and have been through a couple of these. And yes, they don’t feel great in …


AT&T Still Faces Challenges After WarnerMedia Sale  

New analysis from Wall Street research group MoffettNathanson says AT&T still faces challenges now that the WarnerMedia spin-off to Discovery has finally closed. Impact: AT&T …


Suddenly Rebranded  

The full rebranding by year-end of Altice USA’s Suddenlink systems to the core Optimum brand it inherited from Cablevision in 2016 offers a window into …


FCC Sets Date and Rules for Next Mid-band Spectrum Auction 

Wireless carriers pushing for more mid-band spectrum to use for 5G have gotten their wish, as the Federal Communications Commission has expedited its plans to …


The FAST and the Curious  

The explosion of free ad-supported streaming TV (FAST)-live channels has only accelerated in recent months as hundreds of new players enter this nascent and chaotic …


Big Cable Continues to Downplay Potential Threat from FWA

The CEOs from Charter and Comcast had similar responses when asked during recent investor conference appearances about the potential threat to cable broadband from the …


Shentel Reveals Big Fiber Plans During Q4 Earnings

The fiber buildout craze sweeping the country also extends to smaller regional players like Virginia-based Shentel, which has been implementing its own fiber deployment strategy …


Verizon’s Bold Play

Verizon’s announcement this week that it will launch a new video aggregation service called +play amounts to its current strategy on steroids. The carrier already …


Riding the Wave

We often hear about big streamers dominating the market and crushing smaller players, but is it possible the majors actually help niche streaming services grow? …


Rip-and-Replace Requests Nearly Triple the Program’s Budget

When Congress mandated that telecommunications providers would need to remove equipment supplied by Chinese vendors Huawei and ZTE from their networks over national security concerns, …


T-Mobile’s Coming for Cable Broadband

T-Mobile executives reveled in the success of their fixed wireless access product on the carrier’s Q4 2021 earnings call on Feb. 2, with CEO Mike …


Recent entrants to the streaming video scene doubled down on movies in 2021

Near its launch in early in 2021, Paramount+ boasted over 30K titles. It truly was a “mountain of entertainment.” That is, unless you were looking …


The fixed wireless invasion: analyzing carrier geographies

The latest STREAMTRAK report from One Touch Intelligence examines the fixed wireless invasion and analyzes how carriers are approaching the competitive marketplace, where systems overlap …


IMDb TV: An invitation to join the Amazon bandwagon

An interactive Gold Peak Tea ad that popped up while auditing Amazon’s IMDb TV service in December piqued our interest. Questions surrounding IMDb’s identity have …


C-Band Deployment: Another Delay on the Road to Potential Resolution

After first rejecting a request from U.S. Secretary of Transportation Pete Buttigieg and Federal Aviation Administrator Steve Dickson to delay the C-band deployments scheduled to …


One Touch Intelligence Names Michael Grebb as VP, Lead Analyst

One Touch Intelligence6312 S Fiddlers Green CirGreenwood Village, CO 80111Contact: Noelle Botti – FOR IMMEDIATE RELEASE: Grebb to lead team covering media, communications, and entertainment/streaming …


AVOD’s ascent: In search of the perfect ad break

The future of the advertising-supported video on demand (AVOD) economy offers a glimpse into the future of TV itself. As more traditional TV subscribers choose …


What’s an SVOD service worth?

The question: What should a niche-targeted video streaming service cost?  The answer: $8.22 per month. That, at least, is the average for a collective of …


Original SVOD content: back in business

Original content is again flooding SVOD screens, with the number of titles released by major providers swelling by 50% from the year-ago total. Our latest …


TV’s future: It’s right up front

The killer app for television? It might be an interface. As the ecosystem evolves, an area worth watching involves the way programs are surfaced and …


Apple TV+ keeps it free

Earlier this summer, as Apple reduced the duration of its Apple TV+ giveaway for eligible device buyers to three months from 12, it appeared the …


DirecTV, meet Dish TV. Once again.

Because they basically do the same thing – deliver video over satellite communications platforms at scale – Dish Network and DirecTV’s parent AT&T have sparked …


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 …


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 …


Video’s new game plan

Forget touchdowns, walk-off homeruns, penalty kicks, and three-pointers at the buzzer. The new watchword for sports on the screen is “gamification.” The term is being …


Paramount+: CBS and then some

After examining the content libraries on ViacomCBS’s Paramount+, the newest entry in the SVOD streaming space, we can conclude the advertising claim “A Mountain of …


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 …


NHL skates toward a new video reality

The new National Hockey League TV rights reshuffle shines the spotlight on two influences that weren’t in play the last time the league negotiated its …


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 …


discovery+ makes a content-rich debut

The latest STREAMTRAKTM 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 …


Rate versus ARPU: Who’s winning?

A subscription to Disney+ costs $6.99/mo., a new Hulu SVOD account costs $5.99, and ESPN+ clocks in at $5.99 . But according to new metrics …


Quibi, we hardly knew ye…

Quibi’s demise reflects the tenuousness  of a streaming video category that’s sometimes thought of as a can’t-miss hotbed for next-generation media industry growth. It’s a …


DirecTV, AT&T and a changing world

The possibility that AT&T might sell the DirecTV satellite-TV service evokes questions not just about the identity of a buyer, but a deeper curiosity about …


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 …


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, …


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 …


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. …


Hybrid SVOD Models Gain Steam with HBO Max

The news that HBO Max will produce an advertising-supported offshoot next year represents the latest iteration of a movement toward hybridized streaming video economics.


Level Up: Subscription Game Services Rise on Video Charts

Research about a changing video marketplace tells us more than 30% of U.S. adults now maintain a subscription to a video streaming service.


Apple Looks for a Sporting Chance

For a barely born video service, sports could provide an avenue to diversification.


Rated Z

How AT&T’s launch of HBO Max has reignited a contentious issue.

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