Episodes

Thursday Sep 13, 2018
CandW discuss if Verizon’s 5G bundle can take on cable
Thursday Sep 13, 2018
Thursday Sep 13, 2018
On paper, the Verizon 5G broadband and video bundle sounds very appealing. If 5G delivers as promised, can cable face down the challenge?

Thursday Sep 06, 2018
CandW discuss why broadcasters don’t need AT&T skinny bundles
Thursday Sep 06, 2018
Thursday Sep 06, 2018
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.

Thursday Aug 30, 2018
CandW discuss Amazon’s AVOD service, Hulu’s 2020 profitability
Thursday Aug 30, 2018
Thursday Aug 30, 2018
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.

Thursday Aug 23, 2018
nScreenNoise – Why an Amazon DVR makes no sense
Thursday Aug 23, 2018
Thursday Aug 23, 2018
Amazon is rumored to be working on a DVR to record live television. Here are three reasons doing this makes no sense.

Thursday Aug 23, 2018
CandW discuss Facebook Watch and AI's impact on video businesses
Thursday Aug 23, 2018
Thursday Aug 23, 2018
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.

Thursday Aug 16, 2018
CandW discuss video downloads and 5G
Thursday Aug 16, 2018
Thursday Aug 16, 2018
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.

Thursday Aug 16, 2018
nScreenNoise - Why iflix's Asian subs are 7X higher than Netflix
Thursday Aug 16, 2018
Thursday Aug 16, 2018
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.

Thursday Aug 09, 2018
CandW discuss why Sling TV is slowing and CBS is growing
Thursday Aug 09, 2018
Thursday Aug 09, 2018
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.

Thursday Aug 09, 2018
nScreenNoise - Disney’s OTT DTC future becomes clear
Thursday Aug 09, 2018
Thursday Aug 09, 2018
In the Q3 earnings call, Disney’s CEO enthused about vMVPDs, Hulu, and the up-coming 2019 service. In the process, he revealed the way the company sees its video future.

Thursday Aug 02, 2018
CandW discuss live TV's dominance, Amazon Video on X1
Thursday Aug 02, 2018
Thursday Aug 02, 2018
Nielsen released new viewing data for Q1 2018 prompting news outlets to say linear TV still dominates. It doesn't, and we discuss why. Comcast added Amazon Prime Video to its X1 set-top box. We debate the merits of the move.