Analyst Insights

All Roads Lead to Rome

I finally watched Ex Machina this weekend (and recommend it highly). Science fiction retains a unique power to bring elements of the future to life in a way that a dry forecast (ahem) never could. In the movie, an eccentric billionaire founder of the world’s leading search engine (Bluebox!) creates a super-powerful artificial intelligence (AI) […]


Brother Can You Spare a Dime?

I just returned from Streaming Media East, held last week in New York, and as always enjoyed checking in with old friends and new acquaintances in the broadband video world. In addition to moderating a great panel on the future of VR, I attended a fascinating session by Mario Armstrong on live social broadcasting. Mario […]


Live Streaming

Facebook has been pushing its live streaming app hard these past few months. It sees the unsurprisingly named ‘Facebook Live’ as a way for professional content producers (e.g., TV networks and YouTube creators alike) to create deeper engagement with their audiences while driving live tune-in. To that end, it has been working to create tools […]

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Are You There Hulu? It’s Me, the Consumer

Lots of discussion this week about Hulu’s rumored move into live TV streaming. (Always nice to hear from all my contacts in the journalism world.) Rather than speculating on what Hulu is likely to do, however, I’d like to focus on what Hulu should do in its new service – specifically for consumers. Three things […]


The OTT Sweepstakes Continues

Both Hulu and Google announced plans to introduce a “skinny bundle” type virtual pay-TV service this week, continuing a trend we’ve been seeing ever since Dish first launched Sling TV back in January 2015. These services are being hailed as a great way to bring cord-cutters back into the fold as well as a way […]

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Kung Fu Peacock

Big news last week that Comcast’s NBCUniversal division is acquiring Dreamworks Animation for $3.8 billion…. At first glance this deal is reminiscent of Disney’s $7.4 billion acquisition of Pixar back in 2006. Disney, however, was not and is not an MVPD. Is this a Comcast deal or primarily an NBC-Universal deal, and what does it […]


Clearing the Clutter

Media companies have long believed in the wisdom of continually expanding the number of TV networks in their stable. Part of the theory behind this is that the more networks they have, the more chances that a viewer will watch one of their commercials during a specific time slot. That POV relies on the continued […]


Swimming Upstream

News this week from the annual NAB show in Las Vegas: Among the usual announcements from the OTT platform vendors, Ben Sherwood (co-chairman, Disney Media Networks and president, Disney-ABC Television Group) announced a new program designed to help ABC local affiliates license their live linear feeds into digital platforms from both traditional MVPDs (i.e., TVE) […]


The Data Trap

The network Upfronts are once again upon us, the time of year when programmers try and sell as much of their advertising inventory as possible. Once again, this year we’re hearing a lot about data and about all the new data-driven ad-buying programs the broadcast and cable networks have to offer. But are these programs […]


The Hokey-Pokey

“You put your right foot in, your take your right foot out….” A number of interesting news stories around Verizon this month. First, Verizon completed the $10.5 billion sale of its FiOS broadband business in California, Florida, and Texas (the three largest states in the country by population) to Frontier Communications. Second, Verizon announced a […]

Changing Of The Guard

This week E. W. Scripps bought Cracked, a comedy website popular with Millennials. It comes on the heels of Time Warner-property Turner making a sizable investment in Mashable, and Verizon making a $159M investment in hot MCN AwesomenessTV. Are all these established media companies foolish to invest in these Internet properties or is there a […]


Winner Take Most

I’m happy to report the publication of TDG’s latest report, The Future of TV Viewing, 2016-2025. For obvious reasons, a new TDG long-term forecast of TV and video viewing is a big deal. If you are already a TDG Member, this is a must-read. If you are in the video industry and not yet a […]

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