CandW discuss Charter exuberance, video downloads, Facebook pre-rolls

December 7, 2017

Charter CEO engaged in some irrational exuberance this week. Here are four reasons why. Netflix is shocked, shocked at the success of the download feature. Facebook does an about-face and embraces video pre-roll ads.

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CandW discuss the trouble with TV advertising

November 30, 2017

The top theme of the Shift conference was that TV needs a better ad experience if it is to stop the audience leaking away to ad-free SVOD. Is there a solution to this intractable problem?

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CandW discuss Philo and Roku’s first quarter as a public company

November 16, 2017

We discuss the new cable channel owned Philo vMVPD service and some of the cool things we spotted in the results reported by Roku after its first quarter as a public company.

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Danish media five years after Netflix

November 9, 2017
Good After five years, Netflix impact on Danish media has been profound. For example, 10% of TV revenue formally spent locally now comes to the US.
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CandW discuss implications of AT&T-Time Warner ruling

November 9, 2017

The Justice Department has decided to force conditions on the AT&T-Time Warner deal that make it unpalatable for both companies. There seems no real reason for this position, and the approach threatens to seriously hamper traditional TV companies as they seek to compete online.

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CandW discuss if vMVPDs are replacing pay TV

November 2, 2017

Estimates put the losses of the pay TV industry in Q3 at 1 million subscribers. vMVPDs like Sling TV gained 0.9 million customers in Q3. Are people cutting the cord and switching to vMVPDs?

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CandW discuss executive shuffles at Hulu and Amazon

October 26, 2017

Hulu CEO Mark Hopkins left Hulu and several Amazon content executives left Amazon. What does it mean for both companies?

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CandW discuss original content impact on Netflix’ excellent Q2 2017

October 19, 2017

Netflix exceeded its own expectations in Q2 2017, gaining 5.3 million new subscribers. Was it the ballooning original content budget the delivered the subscribers? Execs at the company don’t seem to know.

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CandW discuss Disney, Amazon, Turner, and on-demand viewing

October 12, 2017

In this round-the-horn podcast edition, we discuss four stories: Disney’s Movies Anywhere triumph, the rise and rise of on-demand viewing, Amazon’s shift toward ads, and streaming sports.

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CandW discuss Star Trek on CBS All Access, YouTube TV sponsors World Series

October 5, 2017

Two icons of the television era have come under the spell of the online. Star Trek: Discovery launched on CBS All Access and YouTube TV will sponsor the baseball World Series. We discuss the implications of both. 

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