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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CandW discuss SVOD pricing and the opportunity for Disney

September 28, 2017

New research from GfK shows that consumers have very specific expectations for the cost of SVOD services. We talked with GfK’s David Tice, SVP of Media and Entertainment, about the data and what it could mean for Disney’s 2019 SVOD service.

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CandW discuss IBC 2017 and decline in young TV audience

September 21, 2017

IBC 2017 shows that the arguments against online are over for the traditional TV industry. Just in time, because younger audiences are moving away fast.

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CandW discuss Apple TV 4K and YouTube on X1

September 15, 2017

The new Apple TV adds the much need 4K and HDR support, but at a much higher price than the competition. Comcast adds YouTube to the X1 set-top box and does a good job with the integration.

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CandW discuss Roku IPO, free Netflix with T-Mobile, and more

September 7, 2017

Roku’s IPO paperwork revealed much about its business, including where its future lies. Mobile operators continue to use TV content as a differentiator. Newsy and ZoneTV are headed to pay TV. Which one will be successful in the linear world?

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nScreenNoise – a new platform for sports highlight reels

August 31, 2017

Major sports ratings are falling on broadcast and pay television as fans use YouTube to catch up on games they miss. In this interview with Thuuz CEO Warren Packard, he explains the company's new highlight reel solution. He thinks it could help bring those sports fans back to television.

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CandW discuss AVOD versus SVOD

August 24, 2017

The TV world has been able to combine license (subscription) revenue and ad revenue models. Online subscription and ad models are mostly separate. Will they ultimately be combined and if so how?

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CandW discuss pay TV loss, Apple’s $1B bet, Amazon DVD-by-mail closure

August 17, 2017

Are Q2 2017 pay TV losses a big deal and where are those subscribers going. Amazon and Redbox are headed in opposite directions with their DVD rental services. Apple invests $1B in the production of original digital video. Is it enough to move the needle?

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