NoGood’s Post

In fairness to Evan Shapīro, he does mention this is only the US, but this is the trouble with high-profile CES reports. The picture globally is very, very different. Software development for streaming services must be either truly international, or regionalised for specific markets. Time and again I see US software departments comitting company-wide dev resource to developing for a Roku app, when it’s only 6.4% of the global market. Chromecast, which is less than 1% of share in the US, is 15% in APAC and the second largest device in the Nordics, where the experience from US-based steamers is, largely, still terrible in 2024. Samsung is 40% in APAC, Amazon is 25% in EMEA where the dongle market is thriving. If companies continue to prioritise US software development roadmaps for their international markets, neglecting local platform preferences, then the expansion and marketing efforts in those neglected regions will be wasted, and subscribers will jump for local services which do the job better, even if it means watching less premium content.

What is the dominant connected TV platform in your market? Interesting discussion between Cliff Jones and Evan Shapīro. Global players need to adopt a regional approach to cater to the different systems in each region. #CES2024 #ctv #ott

See, TV? The top two CTV OS in the US are Roku and Amazon's Fire, as new data from TVision shows 👇. I think most folks in Media do not realize just how dominant Roku is in the US, nor how large Amazon’s CTV footprint is. However, much of their combined install base - 55% of CTV homes - are on connected devices, aka dongles. AND dongles are dying. 50% of TVs and 61% of CTV homes are now CTVs connected directly to the interwebs, NOT external devices like the Fire Stick or Roku Inc.'s dongle (more data from TVision). PLUS, the CTV wars are about to get a MAJOR new combatant from Comcast & Spectrum: Xumo. THAT is why the next 36 months are crucial for CTV OS; why CTV OS will a BIG STAR in Vegas at #CES2024; and why "The OS Wars" are #2 on my 5 predictions for #CES. Get the data, and the predictions at the 🔗 https://lnkd.in/enZdzpRk

🎯 + As the Death Stars evolve*, they will bundle consumers more and commoditize every aspect of the media experience into their ecosystems. They will, in usual Silicon Valley style, ensure the extraction of every possible value from consumer engagement. Broadcast & Media, and peoples media experience will never be the same after a Silicon Valley monetization treatment. Some changes may be for the better, but I’m afraid most will be for the worse. The battle over TV monetization and control (gatekeeping) is interesting to follow. Smart TVs have never been technically as smart as CTV devices. Is that likely to change when the Smart TV becomes an enabler for new revenue streams? Don't think so. Personally, I would settle any day for higher quality OLED panel without all the DVB, ATSC, or “Smart TV” bells and whistles, for the same or lower price, and with my ATV4K and Android 4K boxes attached. The absence of traditional media as an active player is staggering. Have they put themselves on the substitutes’ bench or did they just experience their “Nokia moment”? * Will they evolve into tech black holes where nothing of value can escape from? 🤔

New Provider Partnership Announcement | DSI has signed an agreement, becoming part of the Sandler Partners community. Partners can now offer their customers DIRECTV for Business via DSI, providing dedicated satellite TV services, making more customers serviceable without taking important internet bandwidth from main business operations. Available in all 50 states, they provide quotes within 24 hours and can activate customers quickly with no minimum requirement for new sales. “DSI allows you to offer DIRECTV for Business to your customers, bringing the entertainment, music, and sports programming Satellite TV they are looking for,” states Caleb Tucker, Senior Vice President, “even NFL Sunday Ticket, the premium out-of-market sports package which isn’t available on residential DIRECTV. Your customers can have DIRECTV state-of-the-art equipment installed and supported for their restaurants, hospitals, banks, stores, and more. This is a unique new avenue of revenue for Partners and a great way to start or expand the relationship you have with your clients.” #satellitetv #digitaltelevision Jeffery A Cochran, Anna Steggell

Interesting data on the position Roku occupies in the world of streaming 🚀 Have your ever wondered how Roku got there? The story is incredible! In December 2007, Netflix was on the brink of launching a box designed to stream its content directly to TVs. This was just before streaming became a thing! As the launch got close, Reed Hastings, Netflix's CEO, faced a dilemma: Releasing this device could close doors for Netflix on other platforms like gaming systems and DVD players. (No Smart TV market back then!) It was a difficult decision. Hastings decided to spin off the device into a separate company. This move gave birth to Roku, a company that would not only carry Netflix but also embrace other streaming services. Today Roku is still the largest platform in the US. Don’t you find this story amazing? #Roku #Netflix #Hastings #OTT #Streaming #TVPlatforms

RED.Sport Network achieved an impressive 504% growth in Monthly Recurring Revenue (MRR) within its first year. How did they do it? Discover the OTT #analytics strategy that supported a 219% surge in subscribers, a 713% boost in transaction value, and a 517% increase in the subscriber lifecycle. Find out more: https://bit.ly/4bbYwM3

FOX Sports had over 58.9 million peak viewers on pay TV for the NFL NFC Championship game. Now compare that to Peacock's 16.3 million concurrent devices number NBC Sports published, and it’s clear the internet is not prepared to replace pay TV as a broadcast distribution platform with the same level of video quality, reliability, and scale. No level of new codecs, 5G, or hyped AI or blockchain-enabled tech will fix it. They are two completely different distribution platforms whose scale and quality are often compared apples to apples when they are very different in terms of what they can support at the level of quality viewers expect. ATSC 3.0 is interesting, but that will have no impact in the next few years. #foxsports #streamingmedia #SVOD #sportsnews #AVOD #infrastructure

TV BUNDLING: Here is a Paris 2024 themed TVC from Xfinity in the US. It socialises Xfinity's recently launched 'StreamSaver' bundle which for an additional USD $15 a month on top of any qualifying TV or internet plan (Equiv. of EUR €13.81, GBP £11.66, AUD $22.90 and ZAR R274.71) provides access to Peacock Premium with ads, Apple TV+ and Netflix Standard with ads. The offer is significant since these products, if purchased individually, would total USD $24.97 a month. The TVC also positions Xfinity TV as a way to 'Find your shows, all in one place' illustrating voice search with the command 'Show me Paris'. The USD $35 bundle proposed here is for a relatively basic 150Mbit home internet service, plus a free 5G phone on Xfinity mobile with one unlimited mobile line. Its clearly there to undermine the agressive competition of FWA home internet from T-Mobile at USD $50 per month. The 'unlimited' nature of Xfinity's mobile plan does require some clarification, with T&Cs referring to reduced speeds after a 30Gb mobile data cap is exceeded. This example captured from FOX in San Francisco, July 2024 #comcast #xfinity #xfinitymobile #streamsaver #xfinitystreamsaver #bundle #xfinityinternet #mobile #netflix #appletvplus #peacock #usa #tvcommercial #paris2024 #olympics

Showing the power of Xfinity Internet in a super fun way.