Episodes
Thursday Nov 12, 2020
CandW discuss Disney D2C performance blowing past expectations
Thursday Nov 12, 2020
Thursday Nov 12, 2020
Disney continues to circle the wagons around its direct-to-consumer services. Subscriber growth at Disney+, ESPN+, and Hulu is strong, but is revenue heading in the right direction?
Thursday Nov 05, 2020
CandW discuss plunging RSN values and Roku’s Q3 2020
Thursday Nov 05, 2020
Thursday Nov 05, 2020
Sinclair took a $4B write-down on the value of its regional sports networks. The vMPVDs are dropping RSNs as fast they can. Is it game-over for the channels? We also look at Roku’s Q3 results.
Thursday Oct 29, 2020
CandW discuss smart TV usage, Peacock growth, and TMobile TVision
Thursday Oct 29, 2020
Thursday Oct 29, 2020
Why are smart TVs catching sticks and boxes in usage? How did Peacock hit 22 million sign-ups in 6 months? And what are the chances that TMobile’s new vMVPD service will be a success?
Thursday Oct 22, 2020
CandW discuss why Quibi was doomed from the start
Thursday Oct 22, 2020
Thursday Oct 22, 2020
Why did Quibi fail? We dissect the demise of yet another mobile video service. With this one, the seeds of failure were sown at the very start.
Thursday Oct 15, 2020
CandW discuss 5 amazing online video viewing data points
Thursday Oct 15, 2020
Thursday Oct 15, 2020
2021 will see the record for the number of concurrent live streamers smashed according to one new forecast. We discuss that and four more startling online video data points this week.
Thursday Oct 08, 2020
CandW discuss why streamers are big viewers and big spenders
Thursday Oct 08, 2020
Thursday Oct 08, 2020
Are AVOD and SVOD in competition? Not according to ViacomCBS. Streamers are watching more of both types of service. What is more, they are spending more than their non-streaming peers.
Thursday Oct 01, 2020
CandW discuss on-demand TV viewing and CTV platforms
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Most people watch NBCU entertainment shows on-demand, not on live TV. But different show audiences have very different viewing habits. And are you ready to change your connected TV device? Vendors have updates that might sway you their way.
Thursday Sep 24, 2020
CandW discuss three key takeaways from the CTV Ad Summit
Thursday Sep 24, 2020
Thursday Sep 24, 2020
Connected TV has shifted to the center of many media company strategies. But key issues like ad duplication, measurement, and channel conflicts are holding the industry back.
Thursday Sep 17, 2020
CandW discuss AT&T and Comcast pivot to internet TV
Thursday Sep 17, 2020
Thursday Sep 17, 2020
Comcast and AT&T know they don’t need traditional pay TV anymore, but they do still need a video offering of some description. Is what they are doing with Internet TV enough?
Thursday Sep 10, 2020
CandW discuss if Disney’s PVOD debut was a success
Thursday Sep 10, 2020
Thursday Sep 10, 2020
Disney management has said hardly anything about how their first PVOD movie Mulan performed over the Labor Day weekend. However, looking at unofficial data suggests the Disney PVOD debut didn’t match the company’s high expectations.