Episodes

Wednesday Aug 24, 2022
After 15 years, smartphones a vital part of video viewing
Wednesday Aug 24, 2022
Wednesday Aug 24, 2022
New data shows that mobile devices are still a vital part of the video ecosystem. They are with us when we watch TV and used daily to watch by 3-in-5 US adults.

Wednesday Aug 17, 2022
nScreenNoise – Sports are no longer the anchor for cable TV
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
Traditional pay TV lost another 1.7 million subscribers in the US in the second quarter and is down over 20 million since 2019. But sports were supposed to be an anchor for cable TV. What happened?

Wednesday Aug 10, 2022
Vizio vs. Roku: Comparing platform businesses Q2 2022
Wednesday Aug 10, 2022
Wednesday Aug 10, 2022
Vizio and Roku are both focused on their platform businesses. This week I compare their Q2 2022 performance and look at why it is so important to keep track of how the TV platforms are doing.

Wednesday Aug 03, 2022
nScreenNoise – why smart TVs are bad at hybrid viewing
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
Viewers in the US live in a hybrid TV world, but you wouldn’t know it looking at smart TVs. The schism is hurting viewers and broadcasters, and it’s time manufacturers did something about it.

Wednesday Jul 27, 2022
nScreenNoise – YouTube’s impact on the US CTV ad market
Wednesday Jul 27, 2022
Wednesday Jul 27, 2022
Even with slow Q2 growth, YouTube remains a monster. But does it dominate the connected TV market? Some estimates say yes, others not so much.

Wednesday Jul 20, 2022
nScreenNoise – Netflix account sharing plan could net $3 billion a year
Wednesday Jul 20, 2022
Wednesday Jul 20, 2022
Netflix plans to introduce account sharing plans to get all the 100 million homes it claims are sharing an account to pay at least $2.99 a month. If it gets them all, it will net as much as $10 billion a year extra. It won’t. A more realistic goal is $3 billion.

Wednesday Jul 13, 2022
nScreenNoise - Challenges in adding video accessibility in the streaming age
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
With as many as 4-in-5 young people using captioning on TV, video accessibility has never been more important or harder to achieve. 3Play Media CEOs explain the challenges of scale, live, and cost.
A full podcast transcript is available here courtesy of 3Play Media.

Wednesday Jun 29, 2022
nScreenNoise -The US TV market in 20 minutes
Wednesday Jun 29, 2022
Wednesday Jun 29, 2022
This week I summarize the US TV market in 20 mins. We cover users, penetration, and growth for traditional pay TV, SVOD, vMVPDs, and antenna users. I also explain the problem with counting AVOD users.

Wednesday Jun 22, 2022
SVOD ad-supported tier subscriber mix and ARPU impact
Wednesday Jun 22, 2022
Wednesday Jun 22, 2022
Disney+ and Netflix will soon introduce lower-cost ad-supported tiers. How will it impact subscriber mix and average revenue per unit (ARPU), and where will the advertisers come from?

Wednesday Jun 15, 2022
The real reason Netflix must introduce ad-supported viewing
Wednesday Jun 15, 2022
Wednesday Jun 15, 2022
Netflix needs ads to keep revenue growth going. But that is just the start. To realize the full value of its content, it needs to adopt a hybrid business model and step outside of its owned-and-operated app.
You can download the free white paper mentioned in the podcast here.