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NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ONNSCREENMEDIA.COM
DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
WOULD YOU PAY $26+ FOR YOUR RSN DIRECT-TO-CONSUMER SERVICE? 01 Mar, 2020 Colin Dixon TV Everywhere. The failure of Sinclair to reach an agreement with YouTube TV on carriage fees illustrates that time is running out for RSNs under the current model. Unless, of course, consumers are willing to shell out $26+ a month for an RSN direct-to-consumer service. TUBI TV ORIGINALS WILL BE NEEDED THIS YEARNSCREENMEDIA Tubi, Pluto TV, The Roku Channel will need originals this year. Fox may produce “cost-effective” originals for Tubi. However, it and other free, ad-supported services may need to invest in originals to keep viewers growing, keep them watching, and compete with Peacock. Fox’s AVOD service Tubi may be ready to jump into the crowded spaceof
NETFLIX INTERNATIONAL STRATEGY: FACTS, STRATEGY Netflix (1) has been making a loss on its international business since it launched in Canada. This quarter revenue from the international business was $101M, an increase of 30% over the previous quarter. However, overall the company lost $105M on International operations. In Q4, International members of Netflix grew an impressive 40% to over6M.
COMCAST PAY TV SUBSCRIBER LOSSES COULD REACH 10% IN Comcast will experience record losses of pay TV subscribers in 2020, possibly as high as 10% or two million subscribers. The primary drivers for the dramatic acceleration in pay TV defections are: A lack of live sports through at least September and major events like the Olympics pushed into 2021. MGM PURCHASE BY NETFLIX TOO COSTLY, BY APPLE A BADSEE MORE ONNSCREENMEDIA.COM
VMVPDS REVERSED ESPN DECLINE, BUT ESPN PLUS IS THE Between 2017 and 2018, ESPN picked up 4.5 million households through vMVPD providers, while traditional homes declined about 2 million. In 2019, ESPN added just 0.7 million vMVPD homes while traditional pay TV homes slumped 3 million. Over the last year or so, the launch of ESPN plus has more than picked up the slack in the pay TV industry. 70% GENERATION Z KIDS PREFER STREAMING TO CABLE Ms. Czeisler says that 50% of gen-Z kids have never had cable, have cut the cord, or intend to cut the cord. She went on to say the 70% preferred to stream video over watching cable or commercial supported television, and that 90% watch YouTube videos. What’s even more shocking is that the television set commands little respect from gen-Zeither.
OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI nScreenMedia is dedicated to the world of over-the-top delivery of media to every consumer screen. Visit for OTT video, TV Everywhere andmulti screen news.
NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ONNSCREENMEDIA.COM
DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
WOULD YOU PAY $26+ FOR YOUR RSN DIRECT-TO-CONSUMER SERVICE? 01 Mar, 2020 Colin Dixon TV Everywhere. The failure of Sinclair to reach an agreement with YouTube TV on carriage fees illustrates that time is running out for RSNs under the current model. Unless, of course, consumers are willing to shell out $26+ a month for an RSN direct-to-consumer service. TUBI TV ORIGINALS WILL BE NEEDED THIS YEARNSCREENMEDIA Tubi, Pluto TV, The Roku Channel will need originals this year. Fox may produce “cost-effective” originals for Tubi. However, it and other free, ad-supported services may need to invest in originals to keep viewers growing, keep them watching, and compete with Peacock. Fox’s AVOD service Tubi may be ready to jump into the crowded spaceof
NETFLIX INTERNATIONAL STRATEGY: FACTS, STRATEGY Netflix (1) has been making a loss on its international business since it launched in Canada. This quarter revenue from the international business was $101M, an increase of 30% over the previous quarter. However, overall the company lost $105M on International operations. In Q4, International members of Netflix grew an impressive 40% to over6M.
COMCAST PAY TV SUBSCRIBER LOSSES COULD REACH 10% IN Comcast will experience record losses of pay TV subscribers in 2020, possibly as high as 10% or two million subscribers. The primary drivers for the dramatic acceleration in pay TV defections are: A lack of live sports through at least September and major events like the Olympics pushed into 2021. MGM PURCHASE BY NETFLIX TOO COSTLY, BY APPLE A BADSEE MORE ONNSCREENMEDIA.COM
VMVPDS REVERSED ESPN DECLINE, BUT ESPN PLUS IS THE Between 2017 and 2018, ESPN picked up 4.5 million households through vMVPD providers, while traditional homes declined about 2 million. In 2019, ESPN added just 0.7 million vMVPD homes while traditional pay TV homes slumped 3 million. Over the last year or so, the launch of ESPN plus has more than picked up the slack in the pay TV industry. 70% GENERATION Z KIDS PREFER STREAMING TO CABLE Ms. Czeisler says that 50% of gen-Z kids have never had cable, have cut the cord, or intend to cut the cord. She went on to say the 70% preferred to stream video over watching cable or commercial supported television, and that 90% watch YouTube videos. What’s even more shocking is that the television set commands little respect from gen-Zeither.
OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI nScreenMedia is dedicated to the world of over-the-top delivery of media to every consumer screen. Visit for OTT video, TV Everywhere andmulti screen news.
INSIDE THE STREAM
Chapter 1: Two top stories from this week’s news (1:45) Walmart enters the streaming media player market (1:55). Bob Bakish thinks ad viewers will generate more revenue than ad-free (3:25). Chapter 2: About Bloomberg Quicktake (5:50)NSCREENNOISE
Chapter 1: The state of connected TV in the US (0:25) The popularity of connected TV in the home is unquestioned. According to Leichtman Research, 82% of TV homes have got one, up from 74% in 2019.. Chapter 2: Smart TVs have taken over from sticks and boxes.ROKU VERSUS VIZIO
Roku generated slightly less revenue than Vizio – $1.8 billion – in 2020. However, platform sales accounted for 71% of total revenue, delivering $1.3 billion over the year. Based on the disclosures in Vizio’s IPO filing, the company is profitable. It says net income in US TRADITIONAL PAY TV HOMES TO FALL 8M IN 2020 Cable, satellite, and telcoTV (CST) pay TV homes fell to 81.5 million in Q1 2020, down 2.2 million. The number of homes without CST pay TV grew 2.9 million to reach 43.5 million. The penetration of CST pay TV fell by 2.2% to 65.1%. Expect penetration to fall below 60% INTERNET TV DISTRIBUTION OPTIONS MULTIPLE Rakuten TV is a video-on-demand company offering movie rental, purchase, and subscription services in over 40 territories. The company has also recently begun providing free content supported by ads. Starz has reached a deal with Rakuten to make Starzplay available in the UK, Italy, Germany, France, and Spain. Many of Starz’s mostpopular
PARAMOUNT+ AD-SUPPORTED TIER TAKES DIFFERENT APPROACH THAN ViacomCBS is expecting the ad-supported tier of Paramount+ to drive higher ARPU than the ad-free tier. HBO Max seems to have more modestexpectations for ad
WHAT IS THE FUTURE OF ENTERTAINMENT?NSCREENMEDIA The bigger screen of the tablet doesn’t improve the situation much from video’s perspective. Tablet users spend two-and-a-half hours a day with their device. 63% of that time is spent with apps and the web, 17% with social media, 11% with audio, 9% with video. Clearly, video is not the main entertainment focus on connected devices. SHOULD VIACOMCBS SHUTTER NOGGIN IN FAVOR OF PARAMOUNT Shutting down Noggin in favor of Paramount+ would be a risky move that could anger parents and drive them away from Paramount+. After all, there is no shortage of kid streaming services. Leaving Noggin as a standalone service is an equally risky move. Paramount+ sounds like it will have overlaps with Noggin. At the very least, it will confuse THREE REASONS 2020 CORD-CUTTING IS FASTER THAN IN Cable, satellite, and telcoTV execs are trying to convince us 2020 cord-cutting will be slower than in 2019. Here are three reasons itwill be faster.
OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI nScreenMedia is dedicated to the world of over-the-top delivery of media to every consumer screen. Visit for OTT video, TV Everywhere andmulti screen news.
NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ONNSCREENMEDIA.COM
DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
WOULD YOU PAY $26+ FOR YOUR RSN DIRECT-TO-CONSUMER SERVICE? 01 Mar, 2020 Colin Dixon TV Everywhere. The failure of Sinclair to reach an agreement with YouTube TV on carriage fees illustrates that time is running out for RSNs under the current model. Unless, of course, consumers are willing to shell out $26+ a month for an RSN direct-to-consumer service. TUBI TV ORIGINALS WILL BE NEEDED THIS YEARNSCREENMEDIA Tubi, Pluto TV, The Roku Channel will need originals this year. Fox may produce “cost-effective” originals for Tubi. However, it and other free, ad-supported services may need to invest in originals to keep viewers growing, keep them watching, and compete with Peacock. Fox’s AVOD service Tubi may be ready to jump into the crowded spaceof
NETFLIX INTERNATIONAL STRATEGY: FACTS, STRATEGY Netflix (1) has been making a loss on its international business since it launched in Canada. This quarter revenue from the international business was $101M, an increase of 30% over the previous quarter. However, overall the company lost $105M on International operations. In Q4, International members of Netflix grew an impressive 40% to over6M.
COMCAST PAY TV SUBSCRIBER LOSSES COULD REACH 10% IN Comcast will experience record losses of pay TV subscribers in 2020, possibly as high as 10% or two million subscribers. The primary drivers for the dramatic acceleration in pay TV defections are: A lack of live sports through at least September and major events like the Olympics pushed into 2021. MGM PURCHASE BY NETFLIX TOO COSTLY, BY APPLE A BADSEE MORE ONNSCREENMEDIA.COM
VMVPDS REVERSED ESPN DECLINE, BUT ESPN PLUS IS THE Between 2017 and 2018, ESPN picked up 4.5 million households through vMVPD providers, while traditional homes declined about 2 million. In 2019, ESPN added just 0.7 million vMVPD homes while traditional pay TV homes slumped 3 million. Over the last year or so, the launch of ESPN plus has more than picked up the slack in the pay TV industry. 70% GENERATION Z KIDS PREFER STREAMING TO CABLE Ms. Czeisler says that 50% of gen-Z kids have never had cable, have cut the cord, or intend to cut the cord. She went on to say the 70% preferred to stream video over watching cable or commercial supported television, and that 90% watch YouTube videos. What’s even more shocking is that the television set commands little respect from gen-Zeither.
OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI nScreenMedia is dedicated to the world of over-the-top delivery of media to every consumer screen. Visit for OTT video, TV Everywhere andmulti screen news.
NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ONNSCREENMEDIA.COM
DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
WOULD YOU PAY $26+ FOR YOUR RSN DIRECT-TO-CONSUMER SERVICE? 01 Mar, 2020 Colin Dixon TV Everywhere. The failure of Sinclair to reach an agreement with YouTube TV on carriage fees illustrates that time is running out for RSNs under the current model. Unless, of course, consumers are willing to shell out $26+ a month for an RSN direct-to-consumer service. TUBI TV ORIGINALS WILL BE NEEDED THIS YEARNSCREENMEDIA Tubi, Pluto TV, The Roku Channel will need originals this year. Fox may produce “cost-effective” originals for Tubi. However, it and other free, ad-supported services may need to invest in originals to keep viewers growing, keep them watching, and compete with Peacock. Fox’s AVOD service Tubi may be ready to jump into the crowded spaceof
NETFLIX INTERNATIONAL STRATEGY: FACTS, STRATEGY Netflix (1) has been making a loss on its international business since it launched in Canada. This quarter revenue from the international business was $101M, an increase of 30% over the previous quarter. However, overall the company lost $105M on International operations. In Q4, International members of Netflix grew an impressive 40% to over6M.
COMCAST PAY TV SUBSCRIBER LOSSES COULD REACH 10% IN Comcast will experience record losses of pay TV subscribers in 2020, possibly as high as 10% or two million subscribers. The primary drivers for the dramatic acceleration in pay TV defections are: A lack of live sports through at least September and major events like the Olympics pushed into 2021. MGM PURCHASE BY NETFLIX TOO COSTLY, BY APPLE A BADSEE MORE ONNSCREENMEDIA.COM
VMVPDS REVERSED ESPN DECLINE, BUT ESPN PLUS IS THE Between 2017 and 2018, ESPN picked up 4.5 million households through vMVPD providers, while traditional homes declined about 2 million. In 2019, ESPN added just 0.7 million vMVPD homes while traditional pay TV homes slumped 3 million. Over the last year or so, the launch of ESPN plus has more than picked up the slack in the pay TV industry. 70% GENERATION Z KIDS PREFER STREAMING TO CABLE Ms. Czeisler says that 50% of gen-Z kids have never had cable, have cut the cord, or intend to cut the cord. She went on to say the 70% preferred to stream video over watching cable or commercial supported television, and that 90% watch YouTube videos. What’s even more shocking is that the television set commands little respect from gen-Zeither.
OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI nScreenMedia is dedicated to the world of over-the-top delivery of media to every consumer screen. Visit for OTT video, TV Everywhere andmulti screen news.
INSIDE THE STREAM
Chapter 1: Two top stories from this week’s news (1:45) Walmart enters the streaming media player market (1:55). Bob Bakish thinks ad viewers will generate more revenue than ad-free (3:25). Chapter 2: About Bloomberg Quicktake (5:50)NSCREENNOISE
Chapter 1: The state of connected TV in the US (0:25) The popularity of connected TV in the home is unquestioned. According to Leichtman Research, 82% of TV homes have got one, up from 74% in 2019.. Chapter 2: Smart TVs have taken over from sticks and boxes.ROKU VERSUS VIZIO
Roku generated slightly less revenue than Vizio – $1.8 billion – in 2020. However, platform sales accounted for 71% of total revenue, delivering $1.3 billion over the year. Based on the disclosures in Vizio’s IPO filing, the company is profitable. It says net income in US TRADITIONAL PAY TV HOMES TO FALL 8M IN 2020 Cable, satellite, and telcoTV (CST) pay TV homes fell to 81.5 million in Q1 2020, down 2.2 million. The number of homes without CST pay TV grew 2.9 million to reach 43.5 million. The penetration of CST pay TV fell by 2.2% to 65.1%. Expect penetration to fall below 60% INTERNET TV DISTRIBUTION OPTIONS MULTIPLE Rakuten TV is a video-on-demand company offering movie rental, purchase, and subscription services in over 40 territories. The company has also recently begun providing free content supported by ads. Starz has reached a deal with Rakuten to make Starzplay available in the UK, Italy, Germany, France, and Spain. Many of Starz’s mostpopular
PARAMOUNT+ AD-SUPPORTED TIER TAKES DIFFERENT APPROACH THAN ViacomCBS is expecting the ad-supported tier of Paramount+ to drive higher ARPU than the ad-free tier. HBO Max seems to have more modestexpectations for ad
WHAT IS THE FUTURE OF ENTERTAINMENT?NSCREENMEDIA The bigger screen of the tablet doesn’t improve the situation much from video’s perspective. Tablet users spend two-and-a-half hours a day with their device. 63% of that time is spent with apps and the web, 17% with social media, 11% with audio, 9% with video. Clearly, video is not the main entertainment focus on connected devices. SHOULD VIACOMCBS SHUTTER NOGGIN IN FAVOR OF PARAMOUNT Shutting down Noggin in favor of Paramount+ would be a risky move that could anger parents and drive them away from Paramount+. After all, there is no shortage of kid streaming services. Leaving Noggin as a standalone service is an equally risky move. Paramount+ sounds like it will have overlaps with Noggin. At the very least, it will confuse THREE REASONS 2020 CORD-CUTTING IS FASTER THAN IN Cable, satellite, and telcoTV execs are trying to convince us 2020 cord-cutting will be slower than in 2019. Here are three reasons itwill be faster.
OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI nScreenMedia is dedicated to the world of over-the-top delivery of media to every consumer screen. Visit for OTT video, TV Everywhere andmulti screen news.
DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ONNSCREENMEDIA.COM
ROKU VERSUS VIZIO
Roku generated slightly less revenue than Vizio – $1.8 billion – in 2020. However, platform sales accounted for 71% of total revenue, delivering $1.3 billion over the year. Based on the disclosures in Vizio’s IPO filing, the company is profitable. It says net income in TUBI TV ORIGINALS WILL BE NEEDED THIS YEARNSCREENMEDIA Tubi, Pluto TV, The Roku Channel will need originals this year. Fox may produce “cost-effective” originals for Tubi. However, it and other free, ad-supported services may need to invest in originals to keep viewers growing, keep them watching, and compete with Peacock. Fox’s AVOD service Tubi may be ready to jump into the crowded spaceof
PLENTY OF AVOD DISTRIBUTION OPTIONS FOR PLAYERS TVSEE MORE ONNSCREENMEDIA.COM
NETFLIX INTERNATIONAL STRATEGY: FACTS, STRATEGY Netflix (1) has been making a loss on its international business since it launched in Canada. This quarter revenue from the international business was $101M, an increase of 30% over the previous quarter. However, overall the company lost $105M on International operations. In Q4, International members of Netflix grew an impressive 40% to over6M.
THREE MAJOR 2020 TELEVISION CONSUMPTION TRENDS TO Three major television consumption trends for 2020. 01 Jan, 2020 Colin Dixon AVOD, FAST, Pay TV, SVOD, virtual MVPD. As traditional TV programmers jump into the online television market, changes in television viewing habits will accelerate this year. Here are three major 2020 television consumption trends that will make headlines inthe coming
MGM PURCHASE BY NETFLIX TOO COSTLY, BY APPLE A BADSEE MORE ONNSCREENMEDIA.COM
MOBILE VIDEO CONSUMPTION DRIVES 10X GROWTH IN MOBILE DATA Global mobile traffic to grow nearly 10X by 2022. Ericsson forecasts an almost 10-fold growth in mobile data traffic between 2016 and 2022. The company says mobile data was 8.8 Exabytes (EB) per month in 2016, and will grow to 71 EB/month in 2022. This is equivalent to an annual growth rate of 42%. Cisco mobile VNI forecasts very similar growth. OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI nScreenMedia is dedicated to the world of over-the-top delivery of media to every consumer screen. Visit for OTT video, TV Everywhere andmulti screen news.
DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ONNSCREENMEDIA.COM
ROKU VERSUS VIZIO
Roku generated slightly less revenue than Vizio – $1.8 billion – in 2020. However, platform sales accounted for 71% of total revenue, delivering $1.3 billion over the year. Based on the disclosures in Vizio’s IPO filing, the company is profitable. It says net income in TUBI TV ORIGINALS WILL BE NEEDED THIS YEARNSCREENMEDIA Tubi, Pluto TV, The Roku Channel will need originals this year. Fox may produce “cost-effective” originals for Tubi. However, it and other free, ad-supported services may need to invest in originals to keep viewers growing, keep them watching, and compete with Peacock. Fox’s AVOD service Tubi may be ready to jump into the crowded spaceof
PLENTY OF AVOD DISTRIBUTION OPTIONS FOR PLAYERS TVSEE MORE ONNSCREENMEDIA.COM
NETFLIX INTERNATIONAL STRATEGY: FACTS, STRATEGY Netflix (1) has been making a loss on its international business since it launched in Canada. This quarter revenue from the international business was $101M, an increase of 30% over the previous quarter. However, overall the company lost $105M on International operations. In Q4, International members of Netflix grew an impressive 40% to over6M.
THREE MAJOR 2020 TELEVISION CONSUMPTION TRENDS TO Three major television consumption trends for 2020. 01 Jan, 2020 Colin Dixon AVOD, FAST, Pay TV, SVOD, virtual MVPD. As traditional TV programmers jump into the online television market, changes in television viewing habits will accelerate this year. Here are three major 2020 television consumption trends that will make headlines inthe coming
MGM PURCHASE BY NETFLIX TOO COSTLY, BY APPLE A BADSEE MORE ONNSCREENMEDIA.COM
MOBILE VIDEO CONSUMPTION DRIVES 10X GROWTH IN MOBILE DATA Global mobile traffic to grow nearly 10X by 2022. Ericsson forecasts an almost 10-fold growth in mobile data traffic between 2016 and 2022. The company says mobile data was 8.8 Exabytes (EB) per month in 2016, and will grow to 71 EB/month in 2022. This is equivalent to an annual growth rate of 42%. Cisco mobile VNI forecasts very similar growth.NSCREENNOISE
Chapter 1: The state of connected TV in the US (0:25) The popularity of connected TV in the home is unquestioned. According to Leichtman Research, 82% of TV homes have got one, up from 74% in 2019.. Chapter 2: Smart TVs have taken over from sticks and boxes.INSIDE THE STREAM
Chapter 1: Two top stories from this week’s news (1:45) Walmart enters the streaming media player market (1:55). Bob Bakish thinks ad viewers will generate more revenue than ad-free (3:25). Chapter 2: About Bloomberg Quicktake (5:50) PARAMOUNT+ AD-SUPPORTED TIER TAKES DIFFERENT APPROACH THAN ViacomCBS is expecting the ad-supported tier of Paramount+ to drive higher ARPU than the ad-free tier. HBO Max seems to have more modestexpectations for ad
WHAT IS THE FUTURE OF ENTERTAINMENT?NSCREENMEDIA The bigger screen of the tablet doesn’t improve the situation much from video’s perspective. Tablet users spend two-and-a-half hours a day with their device. 63% of that time is spent with apps and the web, 17% with social media, 11% with audio, 9% with video. Clearly, video is not the main entertainment focus on connected devices. WALMART STREAMING MEDIA PLAYERS BENEFIT GOOGLE, HURT Walmart’s release of two low-cost streaming media players makes a competitive business even tougher. However, the real impact will be felt in businesses that streaming sticks and boxes enable. SHOULD VIACOMCBS SHUTTER NOGGIN IN FAVOR OF PARAMOUNT Shutting down Noggin in favor of Paramount+ would be a risky move that could anger parents and drive them away from Paramount+. After all, there is no shortage of kid streaming services. Leaving Noggin as a standalone service is an equally risky move. Paramount+ sounds like it will have overlaps with Noggin. At the very least, it will confuse WOULD YOU PAY $26+ FOR YOUR RSN DIRECT-TO-CONSUMER SERVICE? 01 Mar, 2020 Colin Dixon TV Everywhere. The failure of Sinclair to reach an agreement with YouTube TV on carriage fees illustrates that time is running out for RSNs under the current model. Unless, of course, consumers are willing to shell out $26+ a month for an RSN direct-to-consumer service. ANDROID TV MARKET SHARE CATCHING ROKU AND FIRE TV Roku and Fire TV grab the headlines, but Android TV market share is catching up due to a category of CTV devices most analyst don't track. MOBILE VIDEO CONSUMPTION DRIVES 10X GROWTH IN MOBILE DATA Global mobile traffic to grow nearly 10X by 2022. Ericsson forecasts an almost 10-fold growth in mobile data traffic between 2016 and 2022. The company says mobile data was 8.8 Exabytes (EB) per month in 2016, and will grow to 71 EB/month in 2022. This is equivalent to an annual growth rate of 42%. Cisco mobile VNI forecasts very similar growth. TOP FIVE REASONS NETFLIX POSITIONING IS BETTER THAN Here are the top five reasons why Netflix positioning is better than HBO, and why it’s just a matter of time before it surpasses its pay TV rival. 1. Customer data. While HBO has some information on the detailed consumption patterns of it subscribers through HBO Go, the vast majority of viewership data relies on much less data rich* Market Data
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THE ROKU CHANNEL DELIVERS SIMPLICITY AND ARPU GROWTH Roku defied gravity a little in Q1 2020. Though ad rates fell, and TV broadcasters saw ad revenue…*
CANDW DISCUSS PAY TV LOSSES AND VIACOMCBS GAINS Pay TV took a beating in the first quarter. Will it rebound when the lockdown ends? ViacomCBS continues…*
NSCREENNOISE – USING AI TO CUT STREAMING COSTS AND BOOST FLEXIBILITY There are not many options when it comes to making meaningful reductions in storage and streaming costs. Adopting…*
THREE REASONS C-19 IS NOT TO BLAME FOR QUIBI’S WEAK START One month in and Quibi is struggling to gain smartphone video viewer attention. Jeff Katzenberg, Quibi Founder, blames…* 1
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LATEST ANALYSIS
THE ROKU CHANNEL DELIVERS SIMPLICITY AND ARPU GROWTH __17 May, 2020 __0 Comments__AVOD
, Roku
Roku defied gravity a little in Q1 2020. Though ad rates fell, and TV broadcasters saw ad revenue sag, it managed to grow ARPU 5%. The Roku Channel is a key reason why and it is poised to do even better as the year wears on. Shelter-in-place viewing has aRead More
CANDW DISCUSS PAY TV LOSSES AND VIACOMCBS GAINS __14 May, 2020 __0 Comments __direct-to-consumer, Pay TV
, TV broadcaster
Pay TV took a beating in the first quarter. Will it rebound when the lockdown ends? ViacomCBS continues its move toward independence from pay TV. We discuss how its free and premium services are helping each other out. Chapter 1: Pay TV subscribers plummet in Q1 2020 (1:20)Leichtman Research
Read More
NSCREENNOISE – USING AI TO CUT STREAMING COSTS AND BOOST FLEXIBILITY __14 May, 2020 __0 Comments__Artificial
Intelligence
,
Encoding-Codec
There are not many options when it comes to making meaningful reductions in storage and streaming costs. Adopting a new, more efficient codec can deliver significant bandwidth savings but increases costs in the short-term. According to FirstLight Media, AI encoding can deliver up to 50% savings with your existing codec.Read More
THREE REASONS C-19 IS NOT TO BLAME FOR QUIBI’S WEAK START __12 May, 2020 __0 Comments__Mobile Media
One month in and Quibi is struggling to gain smartphone video viewer attention. Jeff Katzenberg, Quibi Founder, blames it all on coronavirus, but there are three good reasons the Quibi weak start has nothing to do with the virus emergency. To say that the launch ofQuibi has been a
Read More
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NSCREENNOISE – USING AI TO CUT STREAMING COSTS AND BOOSTFLEXIBILITY
There are not many options when it… Read More * NBCU Q1 2020 ad revenue -13% YoY. Roku ARPU +28%. KISS and The Roku Channel key reason why. https://t.co/rkqdXLVx5N58 mins ago
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