Analyst Insights

It’s Always The Ones You Don’t Suspect

The current explosion of OTT TV services has fixated both industry and popular media, with renewed cries of “Television as we know it is dead.” It’s an obsession I find to be misplaced. If anything is going to change the way we watch television and make OTT TV happen, it will be the TV Everywhere […]


Sony’s Vue DOA?

Sony’s new OTT service, PlayStation Vue, launched last week in three cities (New York, Chicago, and Philadelphia) to plenty of media attention but only to a single platform (Sony’s PS3 and PS4). Vue provides a variety of broadcast and cable channels in three different tiers at prices ranging from $49.99 to $69.99 per month. Interestingly, […]


This Apple Falls Far From The Tree

The Wall Street Journal recently pronounced that Apple would finally launch its long-rumored subscription TV service. While expected to be similar to Dish’s new Sling TV service, Apple’s slimmed-down bundle will (allegedly) include three of the big-four broadcast networks (NBC being the exception) and cost a bit more than Sling TV (WSJ posited a price […]


Where Has All the Viewing Gone?

Nielsen publicly released its Q4 2014 Total Audience Report last week, and as usual there’s much to consider in its latest data. The point that grabbed headlines, of course, was the fact that year-over-year average live TV viewing declined by 14 minutes. In percentage terms this may not seem like a huge decrease (a bit […]

hbo now

Is HBO Now Making Comcast A Bit Nervous?

HBO’s new standalone offering, HBO Now, will not be a competitive issue for most of its MVPD partners, with one very significant exception: Comcast. That’s because Comcast wants its customers to use its X1 and X2 set top boxes while other MVPDs would happily shift to a BYOD system. Pay-TV subscribers with HBO Go have […]


Not a Hobby

On Monday Apple and HBO jointly announced the exclusive launch of the cable channel’s long-awaited direct-to-consumer offering, to be called HBO Now, on Apple platforms. The exact launch date remains a bit of a mystery, but will happen in time for new subscribers to watch the premiere of Season 5 of HBO’s current flagship series, […]


Time Shifting Gets Time Shifted

This week Freewheel released its latest analysis of video viewing, and one of the biggest surprises was just how much time-shifted viewing has, well, shifted. According to the study, 64% of first-run programs are viewed eight days or more after the initial airdate. Only 28% are viewed during the first three days and 8% viewed […]


Shifting Sands

Household formation metrics generally attract little attention – unless, of course, you are a homebuilder or a pay-TV industry analyst, in which case these numbers matter a great deal. As we know, during the great recession and its aftermath, US household formation was anemic. Lacking suitable employment, a good number of Millennials boomeranged home to […]


Sling TV and the Future of Mobile Video

During a recent financial call, Dish’s CEO Charlie Ergen made a point of highlighting that his company’s new Sling TV offering is a mobile TV service; that it’s not meant to be a substitute for home pay-TV services the way, say, Sony’s new Vue will be. Like everyone else, when I heard these comments I […]


Developing Developers

Interesting rumors from Microsoft last week… The word on the street is that the upcoming Windows 10 release will for the first time include the Xbox platform in a common developer ecosystem. This would mean Microsoft is opening up the Xbox platform (traditionally limited only to approved game developers and a few hand-selected partners like […]


Networks As An Anachronism?

Eliminating the middleman has long been one of the tenets of the Internet revolution. While this formula has worked well in a range of industries from taxicabs (Uber) to lodging (Airbnb), it remains to be seen whether it can upend the conventional order of the entertainment industry. There are a number of startups now banking […]


Copying Originals

Two seemingly unrelated stories broke last week that are worth of comment. The first: Netflix continues to dramatically outspend the rest of its OTT competitors on content, with costs projected to top $5 billion by 2016. If true, this would be more than the 2014 content expenses of all other OTT services (including HBO) combined. […]

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