Daniel Spinosa

TV and video platforms thrive on content and channels. Historically, carriage agreements for cable and satellite operators involved substantial licensing deals worth millions, with technical delivery fees being a minor part of the deal. Today, however, streaming TV and broadcast media face a stark contrast: ad-funded monetization now consists of 90% technology fees and only 10% revenue for content sources. So, what went wrong? https://lnkd.in/ermaN9BC

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STREAMING BUNDLES: Is the cable box making a comeback!? Subscriber churn remains an issue for SVOD services – 42% of US streaming subscribers report that they “'regularly subscribe, cancel and resubscribe,” according to Ampere’s Media Consumer survey covering 1Q24. But bundling streaming services can have a significant impact on mitigating the issue. Ampere cites Disney subscribers as an example: Consumers who had previously churned and then returned to take the Disney+/Hulu/ESPN+ bundle are 59% less likely to churn within 12 months than those who take Disney+ alone, based on 1Q23 sign-ups. Ampere also found that US resubscribers skew younger (aged 18-44), are more likely to be in family households, and are typically avid media consumers. And with that wide media diet, the cohort is 40% more likely than average to exhibit signs of subscription fatigue and 21% more likely to desire unified access to content across different services. Which makes bundles, Ampere concludes, a key strategy in subscriber retention. The cable box is making a comeback! This time, it's on your mobile device$!

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📺 The Battle for Your TV Screen: The OS Wars! TVREV's latest report dives deep into the high-stakes world of smart TV operating systems. As streaming becomes dominant, control over the TV's interface is the next frontier. The stakes are HIGH – controlling the OS means dictating viewer interaction, gatekeeping content, reaping variable kinds of ad revenues, and harnessing viewer data. The OS Wars are being fought globally by three main groups: 1. Home Electronics Manufacturers (Samsung, LG, VIZIO) 2. Internet Giants (Google, Amazon, Apple) 3. Independent & local TV OS Makers (ZEASN's whaleOS, Xperi's TiVO) According to the report, what makes a great TV OS? Some 🔑 factors: 🔹 Responsiveness & speed 🔹 Natural language voice search 🔹 Personalized content discovery 🔹 Integration with smart home features 🔹 Innovative ad formats 👑 One thing is for sure: the company that can best navigate the complex landscape of content, data, and user experience will have a major advantage in the living room of the future. Download The Report 👉🏻 https://lnkd.in/ek8yTYAT #TVOSWars #StreamingWars #ConnectedTV #SmartTV #IPTV #Broadcast #Television

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Comcast spin-off - what does it say for the future of the #tvindustry Comcast announced "plans to spin off most of its linear cable networks into a separate company, including such stalwarts as CNBC, MSNBC, USA Network and SyFy...The resulting SpinCo, as it’s being called for now, would create a company with a more focused makeup, and really crummy long-term prospects, given the continued cord-cutting that has sent cable subscriptions plummeting. It also may become the fulcrum for a roll-up of other cable networks." Is that the case, as the article says, that there are few long-term prospects? It does seem set up for a future merger or acquisition. "The nets are mired on the cable box, their content largely also available on direct-to-consumer streaming services such as Peacock, which Comcast is keeping. The cable nets’ revenue models are built on advertising and carriage fees, both declining alongside those shrinking audiences. And cable distributors, including Comcast, are more focused on higher-growth broadband and wireless opportunities." Indeed, it seems that this is more complicated than the headline suggests "Less clear is how the company manages to extricate its cable operations from the units Comcast plans to retain. For instance, how will NBC News be separated from CNBC and MSNBC operations? And ad sales may also face some complicated disentangling." According to Comcast management, both companies will be set up to be profitable and go on the offense. But what exactly is offense for the cable networks? Will they move more and more to streaming? How does that work if their services are on Peacock, which stays under Comcast? It all seems that this merger has more questions than answers at the moment. #comcast #mediaindustry #media #mergeracquisition #streamingmedia

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The stage was set at the NAB Show 2024. Hundreds of products battled for supremacy in the ever-evolving streaming video arena. Tensions were high as the industry's elite judging panel meticulously evaluated each offering. Then, a true champion emerged from the fray. Vimond's VIA App Builder captivated the experts with a perfect fusion of power and elegance. Features that dazzled: - Lightning-fast development capabilities that make deploying streaming services across devices a mere formality. - An interface so intuitive even a novice could wield its might. - Unparalleled content management that monetises like never before. In an epic clash of innovation, the VIA App Builder reigned supreme – conquering the "Next TV" category to seize the coveted Best of Show honour. A thousand competitors stood in awe. This was more than just an award. It was a statement of Vimond's unwavering commitment to streamlining video streaming for the modern era. An undisputed mark of quality that will shatter industry conventions. The victory horn has sounded. All others have been put on notice. Brace yourselves for the VIA App Builder's continued dominance, as it leads content creators to a new era of broadcast supremacy. https://lnkd.in/gssvefKG

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Consoladation is where it is at...

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Streaming will be added to national TV ratings. The Media Rating Council (MRC), an oversight group that applies standards to audience measurement models from companies such as Nielsen, Comscore and VideoAmp, has approved a plan for Nielsen to integrate first-party streaming data into the company's panel-based national TV ratings. The "panel plus big data" measurement has the potential - at least for live events - to show that a significantly higher number of people are watching a particular program than the panel-only measurement. The sample size for panel plus big data is currently small. Amazon is the only Nielsen client currently using integrated measurement, for its Prime Video Thursday Night Football telecasts. In his a statement Nielsen CEO Karthik Rao highlighted the importance of the MRC's approval, which confirms Nielsen's ability to introduce this innovation in a safe and verified manner. With proven methodologies such as our panel of accredited individuals and precise new research solutions for the streaming measurement era, Nielsen will ensure accurate measurement of the content viewers are watching. Our industry will finally have a true picture of linear and streaming audiences. Data there has shown a significant increase with the addition of Amazon's streaming data, about an 8 per cent increase (just under 1 million viewers) from the panel-only measure. Nielsen's panel-only figures have 'Thursday Night Football' averaging 13.2 million viewers per game this season. The Big Data addition pushes the audience to 14.26 million. This increases the number of titles with limited multi-platform data from other networks that occasionally report combined TV and streaming numbers for live events. NBC's Sunday Night Football has averaged about 18.9 million TV viewers this season (streaming on the Peacock and other digital platforms, as measured by Adobe Analytics). Those games have grown to 21.3 million, an increase of about 13 percent. Other Nielsen clients such as Fox, ESPN and CBS have also seen streaming gains for live sports, although not as regularly (CBS is also currently in a contract dispute with Nielsen and does not use its ratings product). Nielsen is currently in talks with a number of other clients to use the panel plus big data measurement for live events. What it won't do, however, is show additional same-day viewing for most regular programming or episodes of popular TV series. The new tool could help networks and streamers reach an even wider audience. Live broadcasts are among the most reliable viewers on television. Let me know what you think in the comments. You can find a link to the full article in the first comment under this post. Follow my profile to stay up-to-date when it comes to industry news, technology updates, and market analysis. #SzymonKarbowski #StreamVX #videostreaming #Nielsen #TheMediaRatingCouncil #NationalTVRatings #Amazon #Peacock #NBC #PrimeVideo #Fox #ESPN #CBS

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HOW CAN WE MOVE ATTENTIVENESS FOR TV FORWARD? This is the question we pose in the third chapter of our new report on TV attentiveness, just released to subscribers. In it we point out that many potential users of such data are standing idly by---or are not involved---while mass usage is effectively blocked as attentiveness is not part of TV's standard audience measurement systems. We propose a possible solution to this unfortunate impasse which you may---or may not agree with. Interested? To find out more why not subscribe to our hard hitting report and learn the realities about TV attentiveness---how it has developed over the years, where we are now and how we might move more aggressively forward. https://lnkd.in/erSjyzB6

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Comcast has finalized its decision to spin out its NBCU cable assets, and according to the WSJ, an announcement could come on Wednesday. The deal would not include NBC or Peacock and is expected to take a year. Comcast’s President said during its Q3 earnings that the company was considering spinning off its cable networks but was still "studying the best path forward for these assets." Why isn't Comcast spinning out all of its entertainment properties? Sky isn't included in the deal, nor are any of its sub-brands, like SkyShowtime and Showmax in Africa. In 2023, Sky Limited said that "due to losses to date in the start-up," it took an impairment charge of £327 million. Wall Street wants to see cable TV assets spun out, and Sky is a core pay TV asset for Comcast. I don't understand Comcast's approach of spinning out only select cable brands. https://lnkd.in/eBx67QYn - #streamingmedia #NBCU #commast #peacock

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The future of free-to-view television broadcasting is facing a conundrum. The traditional model, which once seemed like a win-win for all parties involved, is now showing signs of strain. The crux of the issue lies in the complex chain of relationships between advertisers, broadcasters, content owners, and audiences. As explained in this interesting analogy, it is like a group of friends sharing a pizza, but the person who paid for it only gets one out of the ten slices. This reflects the current state of affairs in the broadcasting industry. Check out the article to learn more: https://lnkd.in/edykVVM8 #broadcasting #advertising #contentowners #audiences #television

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The Meaning of vinyl outselling CDs • Physical sales keep growing but there is a hidden problem about streaming music that labels are about to address. • 3 strategic ideas music radio stations can employ to get in on the trend. • How young consumers are in the midst of changing the way they enjoy music (again). • The user-generated tools that will soon become available to allow music fans to control the speed of the music they hear and these other factors. • TikTok and Instagram Reels have forced a new approach that will make sure labels get paid. https://lnkd.in/eX4aKwQc

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A great panel and topic tomorrow! How can News organizations, networks and local stations groups create more content, more efficiently, and with better quality? 1- Virtual #extendedreality and #augmentedreality environments on LED studios are at the forefront of the technology adoption that is making immersive experiences the gateway for a new storytelling reality. 2- How the news and local content is going to be produced to engage younger audiences in the near future is beyond today's physical and green screen studios and way closer to a gamified LED XR immersive content experience without creative boundaries.

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