vMVPDs To The Rescue

vMVPDs To The Rescue

vMVPDs To The Rescue

You know how we keep telling you that the “massive wave of cord cutting” is more of a slow-but-steady trickle??

To wit: In Q3 2022, the biggest MVPDs lost nearly 1 million pay TV subscribers in total, around 8 percent of their total user base.

But… the vMVPDs gained around 1.1 million subscribers in that same quarter. Meaning that Old School Pay TV actually came out ahead.

So why all the doom and gloom headlines? Because if you want to “prove” that cord-cutting is happening you conveniently ignore the existence of vMVPDs.

But that would be a mistake…?[READ MORE ]

The Real Significance of iSpot/TVision

iSpot.TV, whose recent dealings with NBCU seem to have put them at the head of the alternative currency pack, made a $16 million investment into TVision, a startup whose panel technology promises to give advertisers better insight into co-viewing than you-know-who.

?It was an interesting move for a number of reasons, but the fact that Nielsen is currently suing TVision for patent?infringement was certainly the most notable.?[READ MORE ]

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READ THE FULL WEEK IN REVIEW?ON TVREV

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Featured Report:?FASTs Are The New Cable

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A primer designed for those who are curious about the rapid growth of free ad-supported streaming TV services (FASTs), as well as those who are deep in the thick of it.

In this report, based on conversations with around one hundred key industry executives, we untangle the structure of the new FAST ecosystem, laying out who the major players are, their advantages and their relationships with other key players.

Best of all, the report is free.

Download The Report

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As Streaming Losses Mount, Is Disney’s All-In Strategy Headed Up River? ?—?David Bloom

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Disney’s stock price had its worst day since the start of the pandemic 2.5 years ago, dropping 12% to less than $88 a share.

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These Shopping Categories Score With Soccer Fans ?—?Lorenzo Chiodo

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Reels-y Effective Content Types On Instagram ?—?Lorenzo Chiodo

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NEWS YOU CAN USE

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Cassillo's Corner: Can Disney “Grow Up” On Streaming?

While Disney’s streaming platforms continue to exhibit strong subscriber growth, there’s still a lingering idea that its core service – Disney+ – is not necessarily for adults. That’s not the worst rep to have, since there are always more kids, and thus new parents to keep subscriber numbers up.. But Disney+ also has a lot of programming that’s not “kid-friendly” and they desperately want more people tuning in to it.

  • On that note, Disney will air the first two episodes of its latest Star Wars show, Andor,?on ABC, FX and Freeform, plus Hulu ?in an effort to showcase Disney+’s more “adult” fare.
  • The move could indicate that its IP-driven shows like Andor (and Marvel titles) aren’t drawing large enough audiences as-is, and that Disney+ holdouts seeing Andor on linear – or Hulu – could change that perception.
  • But can a two-episode preview make that much of a dent, especially given recent price hikes for Disney+? Ultimately, we’re headed toward the inevitable conclusion of Disney’s three-headed streaming monster combining under one banner. Though if that banner is Disney+, is that going to help the current perception issues, even with Hulu content sitting there, too?

?– John Cassillo

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Featured

The Market For TV And Streaming Shows Is In A Correction Period ?[Digiday]

The pendulum of the TV and streaming programming market has swung wildly over the past few years. There was the frenzy of the early streaming wars followed by the pandemic-induced production hiatus, the race back to set and the resulting production backlog.?Now the pendulum is in a downswing as show buyers and show makers seek to rein in costs and safeguard programming bets amid the economic downturn.

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NBCU Creates A Currency Council To Bridge New TV Measurement Models ?[AdExchanger]

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As Pay TV Subscribers Decline Faster, Pressure Builds For Streaming Profits ?[THR]

Per a tally from Leichtman Research Group on Nov. 14, the largest pay-TV providers in the U.S. saw a loss of 785,000 net video subscribers in 3Q 2022, compared to a loss of 650,000 in 3Q 2021. Comcast suffered the biggest drop in pay TV subscribers with 560,000, as Charter (-204,000), DirecTV (-400,000) and Dish (-184,000) all saw declines as well.

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Kevin Lee

LIFE LESSON! Deliver happiness! Don't focus on $$! As a Marketing Mad Scientist, I don't know how I'll create value for YOU till I turn my brain on. ASK ME! Could be a new strategy, tech or execution. ?????????

2 年

If the cable and telcos really knew how to leverage their data on consumers, do you think they'd have an advantage over the vMVPDs? Seems they had the ball and dropped it LOL.

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Michael Kidd

Content / Technology / Advertising

2 年

The delay drives me nuts. Get a notification on my phone of a touchdown and then see it 45 seconds later through the vMVPDs. Still haven't switched back to hard-wired cable...but I might.

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