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New data shows that mobile devices are still a vital part of the video ecosystem. They are with us when we watch TV and used daily to watch by 3-in-5 US adults.

Traditional pay TV lost another 1.7 million subscribers in the US in the second quarter and is down over 20 million since 2019. But sports were supposed to be an anchor for cable TV. What happened?

Vizio and Roku are both focused on their platform businesses. This week I compare their Q2 2022 performance and look at why it is so important to keep track of how the TV platforms are doing.

Viewers in the US live in a hybrid TV world, but you wouldn’t know it looking at smart TVs. The schism is hurting viewers and broadcasters, and it’s time manufacturers did something about it.

Even with slow Q2 growth, YouTube remains a monster. But does it dominate the connected TV market? Some estimates say yes, others not so much.

Netflix plans to introduce account sharing plans to get all the 100 million homes it claims are sharing an account to pay at least $2.99 a month. If it gets them all, it will net as much as $10 billion a year extra. It won’t. A more realistic goal is $3 billion.

With as many as 4-in-5 young people using captioning on TV, video accessibility has never been more important or harder to achieve. 3Play Media CEOs explain the challenges of scale, live, and cost.

A full podcast transcript is available here courtesy of 3Play Media.

This week I summarize the US TV market in 20 mins. We cover users, penetration, and growth for traditional pay TV, SVOD, vMVPDs, and antenna users. I also explain the problem with counting AVOD users.

Disney+ and Netflix will soon introduce lower-cost ad-supported tiers. How will it impact subscriber mix and average revenue per unit (ARPU), and where will the advertisers come from?

Netflix needs ads to keep revenue growth going. But that is just the start. To realize the full value of its content, it needs to adopt a hybrid business model and step outside of its owned-and-operated app.

You can download the free white paper mentioned in the podcast here.