Episodes
Thursday Apr 25, 2019
CandW discuss boomer OTT use and AT&T Q1 video results
Thursday Apr 25, 2019
Thursday Apr 25, 2019
Interest in young online video viewers often obscures any discussion of older streamers. That is a mistake as boomers use online video 60% as much as younger people. AT&T lost another 600K pay TV subscribers in Q1. Higher vMVPD prices don’t seem to have changed the trend away from pay TV.
Thursday Apr 18, 2019
CandW discuss Disney+ impact on the SVOD market
Thursday Apr 18, 2019
Thursday Apr 18, 2019
It has been a week since Disney released all the details for its direct-to-consumer service Disney+. Netflix doesn’t think the new service will impact its business. However, the company could be underestimating Disney+’s impact on it and the rest of the SVOD market.
Thursday Apr 11, 2019
CandW discuss YouTube TV price increase and NAB 2019 themes
Thursday Apr 11, 2019
Thursday Apr 11, 2019
Some YouTube TV subscribers will see their subscription go up 43% in June and everyone else will a 25% increase. What impact will such a huge price rise have on the service, the vMVPD industry, and traditional pay TV services? We discuss three of the major themes I saw at NAB 2019.
Thursday Apr 04, 2019
CandW discuss online ad view growth, Viacom’s new strategy
Thursday Apr 04, 2019
Thursday Apr 04, 2019
New data suggests there has been a significant expansion in online video ad inventory. Are vMPVD and FAST streamers the reason why? Viacom adjusts strategy to cope with falling TV viewership
Thursday Mar 28, 2019
CandW discuss Apple's move into SVOD and aggregation
Thursday Mar 28, 2019
Thursday Mar 28, 2019
What are the chances of success for the revamped Apple TV app with SVOD aggregation and Apple TV+ SVOD service? Which one will help Apple the most.
Thursday Mar 21, 2019
CandW discuss why Comcast Xfinity flex is is out-of-step with the market
Thursday Mar 21, 2019
Thursday Mar 21, 2019
Comcast is trying to anchor broadband subscribers with a new broadband video service called Xfinity flex. Unfortunately, the service seems to be out of step with the competition.
Thursday Mar 14, 2019
CandW discuss DirecTV Now realignment, Netflix fact check
Thursday Mar 14, 2019
Thursday Mar 14, 2019
DirecTV Now thinned its tiers and channels, circled the wagons around HBO, and raised prices this week. Good move or bad? Netflix made claims this week which might not stand up to scrutiny.
Thursday Mar 07, 2019
CandW discuss connected TV advertising with Roku
Thursday Mar 07, 2019
Thursday Mar 07, 2019
Roku is leading the charge into free ad-supported television (FAST) with The Roku Channel. We discuss the growing and evolving market for connected TV advertising with Roku’s director of ad research.
Thursday Feb 28, 2019
T Time discusses boom in antenna TV and ATSC 3.0 rollout
Thursday Feb 28, 2019
Thursday Feb 28, 2019
New data shows antenna TV use is on the rise, particularly among people already watching Internet TV. ATSC 3.0 promises to bring broadcast TV into the Internet family. When will it arrive?
Thursday Feb 28, 2019
CandW discuss AT&T WarnerMedia changes, UK Britbox, YouTube ad crisis
Thursday Feb 28, 2019
Thursday Feb 28, 2019
The AT&T/WarnerMedia saga continued this week. There was a victory in court, the departure of HBO’s CEO, and Disney’s pursuit of AT&T’s Hulu interest. The British press hopes Britbox’s UK launch will be a Netflix killer. It isn’t but should still do well. YouTube lumbers into another ad crisis.