This week we highlight some of the layoffs across the industry (Vimeo, Amazon, Kaltura, Amdocs, JWP) and why getting to positive cash flow for vendors is and should be the number one goal in 2023. We also detail the latest ARPU numbers from OTT services and some TV news from CES, with Roku announcing the first-ever smart TV designed and built by Roku and a still unnamed partner. Finally, we discuss the extremely fragmented landscape for video advertising metrics, the news of Nielsen ONE and how every major media company has struck deals with measurement firms like VideoAmp, EDO, Comscore, and iSpot to replace or supplement Nielsen.

Companies and services mentioned: Vimeo, Kaltura, JPW, Amazon, Netflix, Disney, Nielsen, Videoamp, Amdocs, Transmit Live, Warner Bros. Discovery, Roku, Samsung, Google TV, EDO, Comscore, iSpot.

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Podcast produced by Security Halt Media

This week we highlight some of the tech details released around the NFL Sunday Ticket package coming to YouTube TV, which won't allow consumers to purchase the package per team or per game. We also discuss YouTube confirming that 4K video quality was not required as part of their deal with the NFL and what we think that impact could be. Also covered are the acquisitions of eCDN Ramp by Vbrick, The Switch by Tata Communications and Qumu by Enghouse Systems. We close out the podcast with our thoughts on how companies will grow in 2023, what the market drivers and restraints will be and how companies can and will grow in the New Year.

Companies and services mentioned: YouTube TV, Netflix, NFL Sunday Ticket, Amazon Prime, Comcast, Disney, Apple, ESPN+, JioCinema, Video, Qumu, Ramp, Vbrick, The Switch, API. video.

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Podcast produced by Security Halt Media

This week I highlight some of the recent news around Netflix's AVOD business and the media's ridiculous suggestion that Netflix is struggling after only six weeks. I also discuss why Warner Bros. Discovery has recently decided to license certain HBO and HBO Max original programming to third party FAST services, as a smart way to save money on residuals while making money on syndication. Also detailed are a news items from Peacock TV, fuboTV, Edgio, and Vimeo.

Companies and services mentioned: Netflix, Peacock TV, HBO Max, fuboTV, Edgio, Vimeo, Warner Bros. Discovery, JetBlue.

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Podcast produced by Security Halt Media

This week we breakdown the launch of AVOD on Disney+; the news by Paramount’s CEO of declining advertising revenue in this quarter; Netflix’s comment that licensing sports content isn’t profitable; NBCU’s announcement that Peacock has more than 18 million paid subscribers; how Netflix’s open source deal with GPAC gives them a competitive advantage for video packaging; and we detail Caesars streaming an NFL game via live low latency in the Caesars Sportsbook app.

Companies and services mentioned: Disney, Netflix, Peacock TV, Apple, Paramount, Microsoft, Caesars, Activision Blizzard, HBO Max, Amazon Prime Video, FTC.

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Podcast produced by Security Halt Media

This week we breakdown many of the World Cup TV and streaming viewership numbers from around the world, with most outlets not breaking out streaming only data. We also discuss the latest comments from Disney and Netflix's CEOs around their ad supported models. Also covered, Sinclair Broadcast Group’s Diamond Sports Q3 earnings (Net loss of $1.2B); Yahoo's 30-year deal with Taboola; NFL TV viewership numbers and the latest conflicting numbers around churn.

Companies and services mentioned: Disney, Netflix, Apple, MLB, Sinclair, Diamond Sports, Ballys Sports+, Yahoo, Taboola, Paramount, Antenna, Warner Bros Discovery, World Cup, BBC, FOX Sports, NBC Sports, NFL.

Link to World Cup numbers: https://www.streamingmediablog.com/2022/12/worldcup-viewership.html

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Podcast produced by Security Halt Media

This week we discuss Bob Iger coming back to Disney as the CEO and the impact it could have around Disney’s DTC business involving bundling, pricing, sports licensing and improving Disney's balance sheet. We also highlight the new details Apple released around their MLS streaming service, MLS Season Pass, which will offer 1080p/60 video, launching in February for $15 a month or $100 for the year. Also included in the discussion is a list of all the Black Friday streaming deals and the negative impact that has on ARPU for streaming services.

Companies and services mentioned: Disney, Netflix, WarnerBros. Discovery, Disney+, Apple TV+, MLS, MLB, Hulu, Peacock TV, Paramount+, Discovery+, Roku, DISH, Amagi.

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Podcast produced by Security Halt Media

This week we discuss the recent comments from Warner Bros. Discovery’s CEO around profitability, retention, windowing, bundling and pricing of HBO Max and Discovery+. Profitability, not purely sub count is how they benchmark for success. We also discuss his comments on how collapsing all windows, starving linear and theatrical and spending money with abandon, while making a fraction in return on the service of growing sub numbers, has ultimately proven to be deeply flawed. On the topic of churn, we point out what the industry is getting wrong with their assumptions and highlight the recent comments from Disney’s CEO, who said that price increases don’t meaningfully increase churn or cancellations. We also recap Q3 earnings from Disney, Vizio, Akamai, Edgio, Kaltura.

Companies and services mentioned: Disney, Netflix, WarnerBros. Discovery, HBO Max, Apple TV+, Paramount+, Peacock TV, Vizio, LG, Akamai, Amagi, Edgio, Kaltura, FTX.

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Podcast produced by Security Halt Media

This week we breakdown all the key numbers you need to know from Q3 2022 earnings from OTT companies and streaming vendors including Disney, Netflix, Paramount, Roku, Fubo, WarnerBros. Discovery, FOX, Vimeo, Brightcove, Fastly, Cloudflare, Altice, DISH, Lionsgate and AMC Networks. Learn the latest D2C subscriber numbers, ARPU per user and how much money OTT platforms are still losing (Disney lost $1.47B, Paramount lost $343M).

Companies and services mentioned: Disney, Netflix, Paramount, Roku, Fubo, WarnerBros. Discovery, FOX, Vimeo, Brightcove, Fastly, Cloudflare, Altice, DISH, Lionsgate, AMC Networks, Charter, Xumo, Tubi, NPR+.

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Podcast produced by Security Halt Media

This week we breakdown Fubo's decision to close and exit the Sportsbook market along with DAZN's comments that betting within streaming services isn't a reality in the next few years. We also highlight some new sports viewership numbers from NBC Sports and NFL; cover some recent pay TV losses by pay TV providers; detail Apple's new Apple TV boxes and discuss the NBA's new app that has 12-seconds of latency. Finally, while almost no video vendors are profitable, let alone seeing a positive return on their stock price over the past 12-18 months, we detail the numbers that make Harmonic the exception.

Companies and services mentioned: Netflix, NBC Sports, Apple TV, Harmonic, Vimeo, NBA, NFL+, MLB, Amazon Prime Video, Verizon, DAZN, Fubo, Disney.

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Podcast produced by Security Halt Media

This week we breakdown Netflix's soon to be released AVOD offering and the fact that the video quality is limited to 720p with no ability for downloads. Are consumers willing to sacrifice video quality for price? Will the streaming industry need to re-think how they define video "quality" if consumers are willing to accept 720p as "good enough"? We also discuss Netflix's measurement deals announced with Nielsen, BRB, IAS and DoubleVerify and what this means for advertisers. We also cover what some of the largest live streaming events on the Internet have generated from a viewership standpoint.

Companies and services mentioned: Netflix, Peacock TV, Nielsen, DoubleVerify, Beamr, Roku, Apple TV, Disney+, BBC, Integral Ad Science, NBC Sports, Amazon Prime Video, Riot Games, Akamai, IPL.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media