Episodes
Thursday Sep 12, 2019
CandW discuss Apple TV+ chances in a crowded market
Thursday Sep 12, 2019
Thursday Sep 12, 2019
All the details of Apple’s SVOD service are now known. Has the company done enough to make it a success? New data shows it will have a tough fight in a crowded marketplace.
Thursday Sep 05, 2019
CandW discuss the Disney+ threat to Netflix
Thursday Sep 05, 2019
Thursday Sep 05, 2019
Though 1-in-5 say Netflix is their primary TV source, the streaming giant could be in trouble later this year. Half of its subscribers are very interested in Disney+, and some might jump ship to try it!
Thursday Aug 22, 2019
CandW discuss Apple’s $6B bet on TV and the TVOD crisis
Thursday Aug 22, 2019
Thursday Aug 22, 2019
Apple has a lot of catching up to do if it wants to make its upcoming Apple TV+ the lynchpin of its thrust into services. Especially so as the performance of iTunes is caught in the downdraft of the transactional video market.
Thursday Aug 15, 2019
CandW discuss ViacomCBS and Pluto TV, pay TV losses
Thursday Aug 15, 2019
Thursday Aug 15, 2019
The numbers are in a pay TV took a beating in the first half of 2019. Looks like it could get worse in the second half. The CBS/Viacom deal is done and Pluto TV could be the ace-in-the-hole for the joint company.
Thursday Aug 08, 2019
CandW discuss Comcast and Roku bucking the trends
Thursday Aug 08, 2019
Thursday Aug 08, 2019
Roku is increasing player sales while the rest of the industry contracts. It is helping drive growth in viewing time and ad views. Meanwhile, Comcast X1 viewers are watching more linear TV while vMVPD customers are watching much less.
Sunday Aug 04, 2019
T Time discuss if the time is right for shoppable video
Sunday Aug 04, 2019
Sunday Aug 04, 2019
The CEO of Clicktivated says that consumers are now used to clicking and touching, and that is why the market is ready for another try at shoppable video. Find out how his company plans to capitalize on the opportunity.
Thursday Aug 01, 2019
CandW discuss AT&T name game, SMP slump, dueling TVOD data
Thursday Aug 01, 2019
Thursday Aug 01, 2019
AT&T continues to monkey with video product names. This week it was DirecTV Now’s turn. Streaming media player growth has stalled, but smart TVs are picking up the slack. New data on TVOD conflicts with other reports and market trends.
Thursday Jul 25, 2019
CandW discuss why DirecTV Now isn’t part of AT&T’s video strategy
Thursday Jul 25, 2019
Thursday Jul 25, 2019
AT&T lost nearly a million video subs in Q2. We explain what happened, the company's new three-tier video strategy, and why DirecTV Now isn’t part of it.
Thursday Jul 18, 2019
CandW discuss if Netflix Q2 downturn is a blip or a trend
Thursday Jul 18, 2019
Thursday Jul 18, 2019
Netflix lost US subs for the first time in Q2 and turned in weak performance outside of the US. Is it just a blip or the start of a new trend?
Thursday Jul 11, 2019
CandW discuss Amazon keeping the flywheel spinning
Thursday Jul 11, 2019
Thursday Jul 11, 2019
Amazon keeps coming up with ways to improve its business. It reached a deal with Google that brings YouTube back to Fire TV products and has found a way to get Twitch to boost the number of Prime members.