CandW discuss cord-cutting’s acceleration and vMVPD’s impact

March 15, 2018

Cord-cutting accelerated dramatically in 2017. We look at new data that shows price is the reason. It also shows that vMVPDs, particularly YouTube TV, are enabling cord-cutting and benefiting from it.


CandW discuss free-trial conversions and the Oscars

March 8, 2018

New data shows the free-trial conversion rate to paying customer is unusually high. The Oscars audience slumped, seeming to reflect the general malaise of the industry.


CandW discuss if NBC reduced ad load will make a difference

March 1, 2018

NBC said it is going to reduce the number ads in commercial pods by 20%. It hopes to boost ad values to compensate by providing better targeting. Will it work, and will the reduced ad load win back audiences fleeing to ad-free SVOD?


CandW discuss Roku’s Q4 and HBO-Showtime OTT boost

February 22, 2018

Roku's second-ever quarterly announcement as a public company was a good one. We discuss how ads are beginning to drive the business. We also discuss how online is revitalizing old TV brands HBO and Showtime.


CandW discuss Netflix disabling TV ad revenue and YouTube TV

February 15, 2018

TV execs are worried about Netflix spoiling the TV ad model. They should be. The company has already taken billions of ad dollars off the table. YouTube TV added networks and boosted the price. Were these good moves?


CandW discuss the streaming Super Bowl and HBO Now’s explosive growth

February 8, 2018

The streaming Super Bowl was a mostly solid experience for the people that used it. 4 million streamed the game and few experienced any problems. HBO Now’s growth spurt in 2017, to 5 million subscribers, was impressive. Distribution partnerships seem to be the key. 


CandW discuss sports rights value to operators

February 1, 2018

Fox has picked up the broadcast rights to the NFL's Thursday night games. We discuss if the $3B five-year deal is worth it, and what the real value of professional sports is to operators.

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


CandW discuss the optimal ad load with Ellation

January 25, 2018

How do you maximize ad revenue when increasing the ad load decreases the length of time people watch? Ellation exec Henry Embleton thinks he has the answer.


CandW discuss linear TV competitiveness, Facebook’s confusing video strategy

January 18, 2018

At CES last week, Turner and Hulu executives expressed frustration with the slow pace of change to improve the linear TV experience. Facebook is back-tracking on its video-first approach making its video strategy murkier.


nScreenNoise – Hollywood fails to act as movie industry declines

January 11, 2018

2017 was a terrible year for the movie business in the US. Theater revenue was down, as was revenue from disc sales and rentals. What is the industry doing about it? Turns out, not that much!

Watch Now: