This week we breakdown all the numbers from Disney's Q4 calendar 2022 earnings including subscriber losses with Disney+ (2.4M); Gains at Hulu (800K) and ESPN+ (600K); announcement of 7,000 layoffs; loss of $1.1B from DTC business; latest ARPU numbers; the re-org of Disney into three divisions and the CEO's comments that Disney is not considering a spinoff of ESPN. We also discuss Sling's newly launched FAST service called "Sling Stream" and discuss why pay TV will not be "dead" in three years like some executives are suggesting.

Companies and services mentioned: Netflix, Disney, AMC Theaters, Sling, Amazon Prime Video, Yahoo, Zoom, ESPN, Hulu.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we highlight the key numbers you need to know from Q4 2022 earnings results from Google (YouTube revenue growth declined), Amazon (AWS revenue growth of 20%), Comcast (now has 20M Peacock subs but lost $978M), Apple (Revenue down 5% y/o/y), Verizon (Lost 80, 000 pay TV subs), Charter (Lost 145,000 pay TV subs) and additional news around Netflix, Paramount+, World Cup, Liliac Cloud and Harmonic.

Companies and services mentioned: Netflix, Comcast, Apple, YouTube, Amazon, Peacock, Paramount+, Showtime, World Cup, F5, Struum, Liliac Cloud, Verizon, Charter, Harmonic, AWS, Prime Video, CloudFront.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

Kevin McGurn, President of Sales and Distribution for Vevo joins me for a discussion around Vevo's FAST strategy. Kevin discusses the success Vevo is seeing with regards to their content programming and how it changes per region; their monetization strategy with advertising; how they are getting such high engagement numbers; the importance of multi-platform distribution; and why the largest volume of their viewership happens on the large screen.

Podcast produced by Security Halt Media

This week I highlight all the key numbers you need to know from Netflix’s earnings including subscriber numbers, free-cash-flow, paid sharing and projected numbers around AVOD revenue. I also give my review of HBO Max's first live sporting event on the platform with the US women's national team soccer match against New Zealand. Finally, I run through all the new sports licensing deals with NBCUniversal, (U.S. Soccer Federation), Viacom18 (Women’s Indian Premier League) and the rumors Apple will bid on the Premier League domestic television rights that come up for renewal in 2025.

Companies and services mentioned: Netflix, HBO Max, Nielsen, JW Player, InPlayer, DAZN, Amazon Prime Video, NBCUniversal, Peacock TV, Viacom18, Apple, Sky Sports, BT Sport, Alphabet, Microsoft.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we highlight the price increases from fuboTV, DirecTV Stream and HBO Max’s ad-free plan, with many live linear plans now being more expensive than cable TV. We also discuss news from FOX Sports who said their NFL Playoffs/Super Bowl broadcast schedule will not be broadcast or streamed in native 4K, but rather will be captured and produced in 1080p HDR and upscaled to 4K. We breakdown the new subscriber numbers from DAZN and their announcement that it now has 15 million premium paying subscribers and highlight their financial numbers reported by the media. Finally, we debate how many FAST channels are considered too many with Samsung announcing their Samsung TV Plus service now has over 1,800 channels globally and more than 200 in the US alone.

Companies and services mentioned: Netflix, HBO Max, fuboTV, DirecTV Stream, DAZN, Curiosity Stream, Samsung TV Plus, NBC Sports, Sunday Night Football, FOX Sports, BSD Crown, Amazon, Twitch, DirecTV.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

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.

Questions or feedback? Contact: [email protected]

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.

Questions or feedback? Contact: [email protected]

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.

Questions or feedback? Contact: [email protected]

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.

Questions or feedback? Contact: [email protected]

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

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media