Episodes
Thursday Feb 20, 2020
CandW discuss why ViacomCBS house of brands strategy is just in time
Thursday Feb 20, 2020
Thursday Feb 20, 2020
This week, we discuss ViacomCBS' “house of brands” strategy for CBS All Access. How will the company price it, and what will be the market impact? The move is timely looking at the decline in TV ratings.
Thursday Feb 13, 2020
CandW discuss Roku’s loss-making players and Nielsen numbers
Thursday Feb 13, 2020
Thursday Feb 13, 2020
Roku didn't make any money on player sales in Q4 2019, but it is continuing to prosper anyway. Nielsen numbers say streaming is still a small part of video consumption, but that could be hiding the truth about how successful streaming really is.
Thursday Feb 06, 2020
CandW discuss streaming Super Bowl, Disney+, YouTube TV
Thursday Feb 06, 2020
Thursday Feb 06, 2020
This week we talk about the performance of the streaming Super Bowl. Disney+ has almost achieved a goal today that the company set the end of 2020. We also discuss why YouTube TV's official subscriber count is somewhat underwhelming after 4 years in the market.
Thursday Jan 30, 2020
CandW discuss what the 2019 AT&T TV subscriber slump means
Thursday Jan 30, 2020
Thursday Jan 30, 2020
This week we look at AT&T's disastrous video results for 2019, how it compares to the rest of the industry, and if things will get worse in 2020.
Thursday Jan 23, 2020
CandW discuss why 2020 will be rough for Netflix
Thursday Jan 23, 2020
Thursday Jan 23, 2020
This week we discuss Netflix Q4 2019 performance and wonder why Jim Cramer is so bullish on the company. Looking at the results, it is shaping up to be a rough year for the streaming giant.
Thursday Jan 16, 2020
CandW discuss the economics of NBCU Peacock
Thursday Jan 16, 2020
Thursday Jan 16, 2020
This week Comcast/NBCU revealed all the details about its Peacock service. We discuss the economics of the service and wonder if the company would have been better off buying Hulu.
Thursday Jan 09, 2020
CandW discuss if paid Quibi can compete with free YouTube
Thursday Jan 09, 2020
Thursday Jan 09, 2020
Quibi, the premium mobile video service, will release in April of 2020. We discuss if a paid service with ads can compete with entrenched free competition like YouTube.
Wednesday Dec 18, 2019
CandW discuss the top ten online TV stories of 2019
Wednesday Dec 18, 2019
Wednesday Dec 18, 2019
This week we run down our top 10 online TV stories of 2019 Among them, AT&T's confusing TV strategy and Apple TV+. Is your favorite story included, and what tops the list?
Thursday Dec 12, 2019
CandW discuss mobile video downloads and Roku holiday freebie
Thursday Dec 12, 2019
Thursday Dec 12, 2019
Streamers expect to be able to download videos. Unfortunately, many services don't support it and those that do often provide only the basics. Roku delivers a clever freebie for the holidays.
Thursday Dec 05, 2019
CandW discuss Disney+ 2023 price, Cheddar success
Thursday Dec 05, 2019
Thursday Dec 05, 2019
We discuss what a panel of industry experts had to say about SVOD spinning and Disney+ price in 2023. We also talk about what a Cheddar EVP had to say about the secrets to the millennial news service's success.