NBCU May Have Revealed Their Real FAST Plan

NBCU May Have Revealed Their Real FAST Plan

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1. Peacock Drops FAST

In a move that pretty much no one saw coming, NBCU’s Peacock announced that it would be dropping its free tier for new subscribers.

I will admit to being quite surprised as well, given that Peacock in general seemed to be on the upswing, but the more I thought about it, the more it actually made sense.

Hear me out.

To begin with, Peacock was never supposed to be NBCU’s FAST play. That was Xumo’s gig.?

And Xumo, which, as we shall examine shortly, had been in purgatory for a while, was recently reborn as the foundation of a combined Comcast/Charter smart TV and connected device play.

So it seems that NBCU and Comcast are planning to double down on Xumo.

[LIGHTBULB ON]...??[READ MORE]

2. WBD Gives FAST Channels To Roku And Tubi

Warner Brothers Discovery has been talking about launching its own FAST service for a while now, but in a move that also surprised many people, WBD struck a deal to send a number of linear channels along with 225 titles on on demand content to both The Roku Channel and Tubi, potentially rival FAST services.

From where I sit though, it was a win for all three.…?[READ MORE]

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FASTs Are The New Cable, Part 2: Advertising

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A long awaited follow up to our primer on?free ad-supported streaming TV services (FASTs)

Part 2: Advertising goes deep into the ins and outs of advertising on the FASTs.?In this report you will learn:

- Why FASTs are on track to surpass broadcast and cable for ad spend and when it will happen

- Why contextual advertising might be the solution for many of the issues that streaming advertising is facing

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Too FASTs, Too Furious??– John Cassillo

At least one analyst (nods in Alan Wolk’s general direction) has been trumpeting the long-term value of FASTs for years now, and recent headlines indicate that every streaming service will have one – or license its content out to one – soon enough. But having FASTs as separate entities from core services also means there are even more options for consumers to choose from. How’s that going to work in an already-crowded market for streaming?

  • Back in October 2022, J.D. Power found that?60% of Ameicans had at least four streaming services, and it doesn’t seem like there’s much room for growth there, even if FAST options are free.
  • If consumers are trading paid streamers for FAST options, some services could be walking a real tightrope between FAST ad revenue, AVOD revenue and more expensive SVOD options, and the balance to maximize subscription revenues.
  • Ultimately, something’s going to have to give… either streamers start merging, lines start blurring between services, or consumers are going to start ditching .

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Could Peacock Maybe, Finally, Be Having a Moment??[Vulture]

Obviously, on linear television, you have a lineup and you have an audience that is tuning in for live. And so you’re definitely going to be looking at what feels compatible. Streaming, we don’t have that same type of schedule so we don’t program in the same way. But at the same time, when we bring in a fan base, we want to make sure that there’s enough content that they don’t tune out and they continue to spend a lot of time with us.


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Matthew Keys

?? Journalist covering the business of media & tech | ?? Publisher, TheDesk.net

2 年

No, David Satin at The Streamable did not "break" the story. A Peacock user on Reddit first spotted the free plan was gone; The Streamable, as usual, simply picked up on the tip from social media and wrote their own store, and, as usual, didn't pass along credit.

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