Analyst Insights

Capturing Viewers in the Wild

ESPN finally provided an update on its attempt to combine legacy and broadband video streaming into a single measurement. According to Variety, the effort has been fruitful so far, showing a 23% increase in total viewing (over legacy alone) by viewers 18-34 and a solid 13% lift for the highest value primetime programming. Kudos to […]

Free Pay-TV?

TDG spoke with industry sources last week that confirmed Amazon is still working to launch a free skinny bundle of live TV channels as part of its Amazon Prime membership package in the first half of 2018. We’ve heard far too many rumors on the subject to jump at all of them, but these sources […]

94 Years Young

The Macy’s Thanksgiving Day Parade began in 1924, was first televised in 1948, and continues to be one of the most-popular family viewing events in television. To many, the parade represents the unofficial start of the holiday season. With 3.5 million spectators and over 20 million viewers watching the event on television, the parade combines […]

Fair but Unequal

As I’m sure you’ve heard by now, the FCC will vote on December 14 to dismantle the Obama Administration’s “Title II” net neutrality rules. Many folks are trying to block this action, but given the political realities of Congress (and the FCC itself), it seems likely to pass. Setting aside the inevitable court challenges for […]

Don’t Change That Channel!

Roku announced its first quarter of financial results as a public company earlier this month, and the market loved it. Streaming video hours were up 58% year-on-year, with platform (i.e., advertising) revenue up an impressive 137% over the same period. Clearly, the Roku platform has become “sticky” –- these days the Holy Grail for just […]

Fake News

Another strange week in the mediasphere. Comic Louis C.K. followed Kevin Spacey onto the celebrity scrap heap in a nearly shot-for-shot repeat of last week’s house of cards. Odder still, news leaked that the DOJ’s Antitrust Division had asked AT&T to divest CNN as a condition of its $85 billion acquisition of Time Warner. AT&T […]

And the Winner is..Sinclair! (Once Again)

By a party-line 3-2 vote, the FCC eliminated a 77-year old rule requiring local broadcast stations to maintain a physical presence in or near the community that they serve.  The decision to completely gut the Main Station Rule has sparked controversy because like many rulings under Ajit Pai, the Trump appointed FCC Chairman, the big […]

House of Cards

Last week proved that new-age studios like Netflix are not immune from old-school Hollywood problems. The SVOD giant fired star Kevin Spacey from House of Cards after a raft of accusations came forward accusing the actor and producer of sexual assault. Earlier in the week, Netflix had announced that the show would not be renewed […]

Land of the Giants

Another blowout last week on Wall Street, with Amazon, Alphabet, and Microsoft all announcing better-than-expected earnings and the Big-5 (Alphabet, Apple, Amazon, Facebook, and Microsoft) adding $181 billion in market cap in just a single day. These companies are now the five most valuable businesses on the planet, with a combined value of more than […]

Riding the Wave

Netflix announced another ridiculously good quarter on October 16, adding nearly 4.5 million more international subscribers (5.4m total additions), ballooning the SVOD leader’s total international subscriber base to 56.5m (109.2m overall). What is really driving Netflix growth, and are there any limits to that growth? Read on. 1. Netflix Is Not Just An SVOD Service; […]

Project Thor – Thunder or Blunder

In an attempt to prevent an exodus of advertising dollars from linear TV, a group of television executives met last week to determine if it makes sense to move away from traditional audience-based measurements and create a new measurement standard based on attribution. “Thor” is the code name given to this project and its stated […]

Just Add Channels

Interesting news earlier this month that Comcast is beta testing a new vMVPD service called ‘Instant TV.’ Priced at $18/month, the service includes live on on-demand broadband access to the major broadcast networks, as well as a cloud DVR and basic on-demand library. Is this the future of basic cable? And if so what does […]

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