Episodes

Thursday Jul 26, 2018
CandW discuss Comcast Q2 2018 and perplexing inaction on DTC
Thursday Jul 26, 2018
Thursday Jul 26, 2018
Comcast’s second-quarter results show that the company’s video renaissance is over. What’s more, the company seems to have no immediate plans to stem the losses.

Thursday Jul 19, 2018
CandW discuss why US and UK youth are dumping TV for SVOD
Thursday Jul 19, 2018
Thursday Jul 19, 2018
New data shows that SVOD is catching up to, and overhauling, live TV in the UK and US. Moreover, the young are leading adoption on both sides of the Atlantic. The smart TV is the preferred platform in the UK, but streaming media players are winning in the US.

Thursday Jul 12, 2018
CandW discuss how HBO can expand, Netflix boosts download feature
Thursday Jul 12, 2018
Thursday Jul 12, 2018
This week, a leaked recording of an internal AT&T/HBO meeting had people speculating on HBO's future. We discuss the issues and possible ways for HBO to expand without destroying the brand. Netflix improved its download feature this week.

Thursday Jun 28, 2018
CandW discuss what cord-cutting really means
Thursday Jun 28, 2018
Thursday Jun 28, 2018
New Magid research shows that the number of pay TV subscribers was flat over the last two quarters. However, attitudes to the service have shifted, and vMVPDs like Sling TV are changing to keep ahead of the curve.

Thursday Jun 21, 2018
CandW discuss AT&T’s Watch TV, soccer streaming, Apple and Oprah, and IGTV
Thursday Jun 21, 2018
Thursday Jun 21, 2018
AT&T delivered another vMVPD service this week, available to wireless subscribers for free. The World Cup broke streaming records. Apple signed deals with Oprah and Sesame Workshop for original content. Instagram launches IGTV where everyone can become famous.

Thursday Jun 14, 2018
CandW discuss the emerging online ad economy
Thursday Jun 14, 2018
Thursday Jun 14, 2018
At the VideoNuze Online Ad Summit, there was encouraging news for advertisers. The online ad economy is expanding as evidenced by discussions with CBS, Group Nine, and a group of connected TV company execs.

Thursday Jun 07, 2018
CandW discuss Apple and Amazon fight for the TV
Thursday Jun 07, 2018
Thursday Jun 07, 2018
Apple and Amazon vie to reinvent the television experience. Pay TV operators come willing and passively along for the ride.

Thursday May 31, 2018
CandW discuss Hulu’s present performance and pending proprietorship
Thursday May 31, 2018
Thursday May 31, 2018
Hulu has been tight-lipped about Live’s performance, but the CEO comes clean. Fox claims half of Hulu subs pay for ad-free viewing, which is at odds with the CEO’s statements. Comcast and Disney could end up controlling Hulu. Which is the better home?

Thursday May 24, 2018
CandW discuss Comcast Fox bid, Netflix movies, ad values
Thursday May 24, 2018
Thursday May 24, 2018
Comcast is preparing an all-cash offer for Fox, though it's not clear what the company will get out of the deal. ACSI says consumers aren't impressed with SVOD movies. Netflix is trying to fix the problem. Ad professionals say they won't pay much more for ads if TV programmers reduce ad loads, which seems to defy the basic rules of economics.

Thursday May 17, 2018
CandW discuss AT&T and Amazon’s expanding video influence
Thursday May 17, 2018
Thursday May 17, 2018
AT&T will add yet another online TV service to its ever-expanding suite of video options. New research suggests that most subs for Showtime, Starz and HBO SVOD services come from Amazon Channels. Danish SVOD users air their complaints about their service choice.