Episodes
Thursday Nov 21, 2019
CandW discuss SVOD spinning
Thursday Nov 21, 2019
Thursday Nov 21, 2019
Is SVOD spinning - subscribing to service to watch a show and then canceling - the new norm? Perhaps providers should consider alternative business models to capture reluctant subscribers.
Thursday Nov 14, 2019
CandW discuss if Disney+ is enough to reach 90M subs
Thursday Nov 14, 2019
Thursday Nov 14, 2019
This week Disney+ finally released. We discuss if it lives up to expectations, what to make of the claim of 10M activations, and if it's enough to reach Disney's 90M subscriber target by 2024.
Thursday Nov 07, 2019
CandW discuss the strategic value of Apple TV+
Thursday Nov 07, 2019
Thursday Nov 07, 2019
Apple TV+ launched this week. We discuss the service and experience. We also look at how it fits into the Apple TV app strategy, and a possible subscription model that includes hardware.
Thursday Oct 31, 2019
CandW discuss internet TV besting linear TV and HBO Max
Thursday Oct 31, 2019
Thursday Oct 31, 2019
New data shows that many people are more engaged with online TV than traditional channel content. It also shows consumers are keen for more, with a strong interest in new services from Disney and Apple. HBO Max looks like it could do well too. All of the internet TV activity is liable to kick off a new round of cord-cutting.
Thursday Oct 24, 2019
CandW discuss Amazon-Premier League and Disney-Verizon partnerships
Thursday Oct 24, 2019
Thursday Oct 24, 2019
Partnerships are critical in furthering any video business’ goals. However, two deals involving Amazon and Disney show both are trying to achieve very different things with their online TV services.
Thursday Oct 17, 2019
CandW discuss Netflix’ Q4 subscriber growth challenges
Thursday Oct 17, 2019
Thursday Oct 17, 2019
Netflix Q3 2019 results reversed Q2’s poor performance. Things could get bumpy again in Q4. We discuss why Netflix has slashed its Q4 sub growth forecast for the U.S. We also look at what Netflix is doing to defend itself in the tumultuous quarters to come.
Thursday Oct 17, 2019
CandW discuss Disney's need for Fire TV and Hulu’s download feature
Thursday Oct 17, 2019
Thursday Oct 17, 2019
Hulu finally delivered the ability to download shows this week, but you probably can’t use and might be disappointed with the functionality. Disney is used to getting its way in content deals. However, it might not win with Amazon as it struggles to get Disney+ on Fire TV devices.
Wednesday Oct 02, 2019
CandW discuss why sport divides and defines the vMVPD market
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
New data shows the surprising finding that sport is more important to vMVPD subs than traditional pay-tv customers. For vMVPDs, the conclusion is both good and bad news, and it also shows that sport has become the great divide in the vMVPD market.
Thursday Sep 26, 2019
CandW discuss new cord-cutter motivations and favored screens
Thursday Sep 26, 2019
Thursday Sep 26, 2019
This week we look at new data that shows continued burgeoning growth in the connected TV market. We also discuss why new cord-cutters are different from those that came before, and why their motivations are driven by the availability of online video services more than ever.
Thursday Sep 19, 2019
CandW discuss what you need to know about IBC 2019
Thursday Sep 19, 2019
Thursday Sep 19, 2019
The show hall and conference sessions at IBC were full of evidence that the business of online video is maturing. Here are some of the top themes and coolest technology at the show.