Episodes

Thursday Jun 11, 2020
CandW discuss if SVOD usage is up, down, or staying same
Thursday Jun 11, 2020
Thursday Jun 11, 2020
There have been lots of seemingly conflicting data in the last week saying C-19 SVOD usage is down and perhaps has fallen to pre-pandemic levels. We look at the data to figure out what’s going on.

Thursday Jun 04, 2020
CandW discuss the engine powering CTV ad growth
Thursday Jun 04, 2020
Thursday Jun 04, 2020
New data shows that the digital video ad market has bounced back in May, but only via connected TV (CTV) screens. That is because CTV’s are leading with a new video category that viewers just cannot resist.

Thursday May 28, 2020
CandW discuss the real reason HBO Max isn't on Roku or Fire TV
Thursday May 28, 2020
Thursday May 28, 2020
HBO Max is finally here, and it has a ton of great content and an excellent user interface, but you can’t get it on your Roku or Fire TV. It turns out HBO Now could be the big sticking point in negotiations.

Thursday May 21, 2020
CandW discuss the broadcast TV revival and OTT TV slump
Thursday May 21, 2020
Thursday May 21, 2020
TV broadcast network audiences have held steady since February even as they lost live sports. Could local news be why? OTT viewership is falling from its heights. Are services in need of a content injection?

Friday May 15, 2020
Behind My Thinking - Erratic connected TV viewing and Quibi excuse
Friday May 15, 2020
Friday May 15, 2020
Extreme Reach data shows connected TV viewing was erratic between January and April. VideoNuze's Will Richmond explains why it matters and what might be going on. Quibi blamed C-19 for its poor launch performance. nScreenMedia's Colin Dixon explains why he doesn't believe the company and what they need to do to right the ship.

Thursday May 14, 2020
CandW discuss pay TV losses and ViacomCBS gains
Thursday May 14, 2020
Thursday May 14, 2020
Pay TV took a beating in the first quarter. Will it rebound when the lockdown ends? ViacomCBS continues its move toward independence from pay TV. We discuss how its free and premium services are helping each other out.

Thursday May 07, 2020
CandW discuss TV service winners and losers
Thursday May 07, 2020
Thursday May 07, 2020
The average person used five TV services in Q1 2020, 1 more than in Q1 2019. What is driving the increase? Well, it certainly is not pay TV, which accelerated its decline in Q1. So, who are the gainers and losers?

Thursday Apr 30, 2020
Behind My Thinking – why C-19 free trialers really matter
Thursday Apr 30, 2020
Thursday Apr 30, 2020
There is a lot of confusing data about whether the number of people on free trials during stay-at-home orders is a good or bad thing for SVOD providers. I explain how I arrived at the conclusion that they are a good thing. You can read the piece that is the result of my thinking here: https://nscreenmedia.com/c-19-free-trials-will-boost-binge-and-bolt-and-paying-customers/

Thursday Apr 30, 2020
CandW discuss if PVOD's time has finally come
Thursday Apr 30, 2020
Thursday Apr 30, 2020
Trolls World Tour was a big success in its initial PVOD release. But what about the long-term? Theater owners are hopping mad, and it's not clear if consumers will still want to own the movie or buy Troll Dolls.

Thursday Apr 23, 2020
CandW discuss the secret to Netflix’s continued success
Thursday Apr 23, 2020
Thursday Apr 23, 2020
Netflix had a great first quarter 2020, spurred on by COVID-19 shelter-in-place viewing. What is the secret to its success, and can it keep the magic coming in the second quarter and beyond?