Programmatic CTV is in its Consolidation Phase
CTV advertisers seek cost-efficiency via supply consolidation, parameterization and single ad server to reduce bid duplications and ad repetitions.
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Study: Usage of Ad-Supported Streaming Services Spikes
Ad-based video services are gaining in popularity, as usage has increased from 31 to 41%. Xumo and Comcast Advertising report advertisers investing more in FAST, with 94% of impressions delivered to TV screens. Consumers are seeking free alternatives to streaming services as prices rise.
Read MoreNow That Disney is Officially Buying Hulu, Will Merging the Two Apps Work?
Disney has bought Hulu from Comcast, merging streaming services and eliminating uncertainty. Disney+/Hulu app set to launch by end of year as streaming wars intensify and Disney competes for content. Reader-supported media focuses on shorter, targeted content than news outlets.
Read More42% of Buyers to Spend $25M+ on FASTs in 2023, Most Will up Spend in 2024
Ad buyers predict $25M+ spending on FASTs this year. Both consumers and advertisers find FASTs valuable for targeting audiences, cost-effectiveness, and news viewership. Xumo Play FAST user data shows 136% more viewing time than AVOD in 1H 2023.
Read MoreComcast Hopes Sports Streaming Will Help Make Peacock Profitable
Comcast reported losses, propelling Peacock’s streaming service competition with sports rights for NFL, MLB, Premier League, Olympics, Big Ten, NASCAR and Amazon’s Thursday Night Football. Warner Bros.’ Bleacher Report & YouTube TV also leveraging live sports to gain viewers. Netflix produced their own event, The Netflix Cup, to avoid spending additional money.
Read MoreHarmonic Doing a Strategic Review of Their Video Business But Doesn’t Need to Sell
Harmonic announced review of their video business, but not sign of weakness. Investors have seen 75.16% return in last 5 yrs due to strong margins and cash flow. Risk of high Comcast revenue concentration, but Harmonic controls any decisions.Harmonic announced review of their video business, but not sign of weakness. Investors have seen 75.16% return in last 5 yrs due to strong margins and cash flow. Risk of high Comcast revenue concentration, but Harmonic controls any decisions.
Read MoreCommon Media Library Public Repository
The Streaming Video Technology Alliance (SVTA) has launched its first open source repository, the Common Media Library (CML). Contributors such as Amazon Web Services, Comcast and Brightcove will provide input at Apple’s HLS Interest Day and Demuxed 2023. All SVTA projects are governed by a scoping document and representatives of SVTA.The Streaming Video Technology Alliance (SVTA) has launched its first open source repository, the Common Media Library (CML). Contributors such as Amazon Web Services, Comcast and Brightcove will provide input at Apple’s HLS Interest Day and Demuxed 2023. All SVTA projects are governed by a scoping document and representatives of SVTA.
Read MoreWhat Will Comcast Do Now That the Hulu Sale is Nearing Completion?
Comcast could use its Hulu money to compete for NBA broadcasting rights, merge with other streaming platforms, purchase Lionsgate’s movie studio and invest in Peacock. Peacock offers original shows, movies, classic TV, live sports, news, entertainment and reality tv for $5.99+/month. It includes a Dick Wolf library and Hallmark channels.Comcast could use its Hulu money to compete for NBA broadcasting rights, merge with other streaming platforms, purchase Lionsgate’s movie studio and invest in Peacock. Peacock offers original shows, movies, classic TV, live sports, news, entertainment and reality tv for $5.99+/month. It includes a Dick Wolf library and Hallmark channels.
Read MoreDisney to Buy Out Comcast Stake in Hulu for $8.6B
Disney has agreed to buy the remaining 33% stake of Hulu for $8.61 billion. The deal will be completed in 2024, with Disney paying NBCU extra if the fair value determined in 2019 is higher than a guaranteed minimum.Disney has agreed to buy the remaining 33% stake of Hulu for $8.61 billion. The deal will be completed in 2024, with Disney paying NBCU extra if the fair value determined in 2019 is higher than a guaranteed minimum.
Read MoreStock Analyst Outline Scenarios – the Hollywood Reporter
Disney and Comcast may soon enter into a deal process for Disney to purchase Hulu, with analysts speculating payment amounts of up to $40 billion. To balance the cost, Disney may sell India business and ABC network/stations. Impact on Disney’s stock will depend on final agreement amount.Disney and Comcast may soon enter into a deal process for Disney to purchase Hulu, with analysts speculating payment amounts of up to $40 billion. To balance the cost, Disney may sell India business and ABC network/stations. Impact on Disney’s stock will depend on final agreement amount.
Read MoreCharter to Seek Similar Distribution Agreements as Disney Deal
Charter, in partnership with Comcast, created a hybrid linear-DTC model, Xumo Stream Box, for customers with more choice and enhanced value. It allows traditional video business, combined SVOD apps, integrated programming guide, unified search, and voice remote. Q3 expected losses 100K subscribers and 15K internet disconnects.Charter, in partnership with Comcast, created a hybrid linear-DTC model, Xumo Stream Box, for customers with more choice and enhanced value. It allows traditional video business, combined SVOD apps, integrated programming guide, unified search, and voice remote. Q3 expected losses 100K subscribers and 15K internet disconnects.
Read MorePeacock Powers Push to Comcast’s Q3
Comcast’s Q3 report showed Peacock’s paying subscribers up 80%, revenue up 64%. Brian Roberts credited live sports for success. Linear channels faced challenges, and advertising declined 8.4% in the media division. Xumo re-bundling channels, joint venture with Charter.Comcast’s Q3 report showed Peacock’s paying subscribers up 80%, revenue up 64%. Brian Roberts credited live sports for success. Linear channels faced challenges, and advertising declined 8.4% in the media division. Xumo re-bundling channels, joint venture with Charter.
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