nScreenMedia

CandW discuss the Comcast-Disney Hulu-Sky asset swap

An asset swap could help simplify the complicated and somewhat adversarial relationship between Disney and Comcast. Comcast may want out of Disney’s Hulu and Disney may dump its position in Sky acquired through Fox. Would the swap be good or bad for both companies?

CandW discuss connected TV usage and IBC 2018

Freewheel’s new Video Monetization Report shows connected TV is driving growth in premium video consumption, at the expense of PCs and TV VOD. Google cast a big shadow at IBC 2018, but original solutions from Make.TV and Wicket Labs still shone through.

CandW discuss if Verizon’s 5G bundle can take on cable

On paper, the Verizon 5G broadband and video bundle sounds very appealing. If 5G delivers as promised, can cable face down the challenge?

CandW discuss why broadcasters don’t need AT&T skinny bundles

AT&T wants to pay TV channel providers based on the engagement they bring to its skinny bundles. However, companies like CBS aren’t likely to agree. They don’t need AT&T’s help. They’re perfectly capable of managing their assets online, including NFL and the Super Bowl.

CandW discuss Amazon’s AVOD service, Hulu’s 2020 profitability

Amazon’s rumored move into free, ad-supported video sounds like a good one. However, getting good content and executing well could be a challenge. Hulu’s ad and subscription revenue is growing strongly but won’t lead to profitability by 2020.

nScreenNoise – Why an Amazon DVR makes no sense

Amazon is rumored to be working on a DVR to record live television. Here are three reasons doing this makes no sense.

CandW discuss Facebook Watch and AI's impact on video businesses

We discuss new data that shows most Facebook users don't use Watch, and many don't even know it exists. Two new AI projects show that the technology is being used to help video providers in ways it was impracticable to do before.

CandW discuss video downloads and 5G

Last-mile delivery issues are driving many SVOD users to download videos from their favorite services. It doesn't look like those last-mile issues are going to get fixed any time soon. Verizon will provide an Apple TV and free YouTube TV to new 5G customers when the technology rolls out in four cities later this year. With other operators beginning to roll out 5G, seems like the battle to deliver wireless triple-play services has begun. 

nScreenNoise - Why iflix's Asian subs are 7X higher than Netflix

iflix is beating Netflix handily in Asia. However, it continues to refine its strategy by adding free content and live sports. Why change a model that is clearly working? Because Netflix isn't the real competition. 

CandW discuss why Sling TV is slowing and CBS is growing

This week’s earnings results show that Sling TV’s growth has slowed to a crawl while CBS seems to have found a new lease on life. We discuss what's going on why it's happening.