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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
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% PARAMOUNT+ GROWTH LIMITED BY HEADWINDS AT HOME AND Paramount+ : looking for growth in competitive places. ViacomCBS wants Paramount+ to reach 65-75 million subscribers by 2024. To do it, the company must persuade people at home and abroad that it is worthy of anchor tenant status in their TV service portfolios. But with churn up at home and licensing deals hobbling it outside the US, it will be 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
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.
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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
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% PARAMOUNT+ GROWTH LIMITED BY HEADWINDS AT HOME AND Paramount+ : looking for growth in competitive places. ViacomCBS wants Paramount+ to reach 65-75 million subscribers by 2024. To do it, the company must persuade people at home and abroad that it is worthy of anchor tenant status in their TV service portfolios. But with churn up at home and licensing deals hobbling it outside the US, it will be 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
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.
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. 2020 TVOD GROWTH DRIVEN BY C-19 AND PVODNSCREENMEDIA Video sales increased from $1.3 billion in Q2 2019 to $1.5 billion in Q2 2020. In the previous year, video sales declined slightly. We see a similar pattern with video rentals. They decreased by 20% between 2018 and 2019 to reach $0.95 billion but held their ground between 2019 and 2020. New data from Reelgood suggests C-19 has continued to 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% 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
NETFLIX 2020 MARKET SHARE DECLINE PRELUDE TO BIGGER 2H According to Reelgood, between Q2 2020 and Q4 2020, Netflix’s share of video streams declined from 32% to 22%. Hulu also lost share, falling from 19% to 15%. At the same time, HBO Max increased its share from 9% to 12%. One other thing to notice about the Reelgood data is that the service’s users watched many more videos from outside 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. 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
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 IS COMCAST XFINITY FLEX A MISTAKE? CHARTER SEEMS TO THINK After Comcast made Flex free, Charter growth spiked. In Q1 and Q2 2020, Spectrum Internet customers increased by 2.3% and 3.3% versus Xfinity Internet’s 1.8% and 1.3%. The data, while not conclusive, suggests that Flex is not an effective broadband churn reducer. If it were, Charter’s broadband growth would not be so much higher thanComcast.
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.
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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
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% PARAMOUNT+ GROWTH LIMITED BY HEADWINDS AT HOME AND Paramount+ : looking for growth in competitive places. ViacomCBS wants Paramount+ to reach 65-75 million subscribers by 2024. To do it, the company must persuade people at home and abroad that it is worthy of anchor tenant status in their TV service portfolios. But with churn up at home and licensing deals hobbling it outside the US, it will be 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
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.
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
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% PARAMOUNT+ GROWTH LIMITED BY HEADWINDS AT HOME AND Paramount+ : looking for growth in competitive places. ViacomCBS wants Paramount+ to reach 65-75 million subscribers by 2024. To do it, the company must persuade people at home and abroad that it is worthy of anchor tenant status in their TV service portfolios. But with churn up at home and licensing deals hobbling it outside the US, it will be 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
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.
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. 2020 TVOD GROWTH DRIVEN BY C-19 AND PVODNSCREENMEDIA Video sales increased from $1.3 billion in Q2 2019 to $1.5 billion in Q2 2020. In the previous year, video sales declined slightly. We see a similar pattern with video rentals. They decreased by 20% between 2018 and 2019 to reach $0.95 billion but held their ground between 2019 and 2020. New data from Reelgood suggests C-19 has continued to 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% 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
NETFLIX 2020 MARKET SHARE DECLINE PRELUDE TO BIGGER 2H According to Reelgood, between Q2 2020 and Q4 2020, Netflix’s share of video streams declined from 32% to 22%. Hulu also lost share, falling from 19% to 15%. At the same time, HBO Max increased its share from 9% to 12%. One other thing to notice about the Reelgood data is that the service’s users watched many more videos from outside 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. 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
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 IS COMCAST XFINITY FLEX A MISTAKE? CHARTER SEEMS TO THINK After Comcast made Flex free, Charter growth spiked. In Q1 and Q2 2020, Spectrum Internet customers increased by 2.3% and 3.3% versus Xfinity Internet’s 1.8% and 1.3%. The data, while not conclusive, suggests that Flex is not an effective broadband churn reducer. If it were, Charter’s broadband growth would not be so much higher thanComcast.
OTT VIDEO | TV EVERYWHERE | MEDIA DELIVERY IN A MULTI Pay TV big bundle blues hit vMVPDs in Q1 2021. 24 May, 2021 Pay TV, virtual MVPD. While traditional pay TV lost nearly 12 million subscribers in 2019 and 2020, vMVPD providers gained 4.5 million. However, first-quarter losses at Hulu Live, Sling TV, and possibly others turned the gains into a loss and show the vMVPDs have got thepay TV big
WHAT IS NSCREENMEDIA? Colin Dixon, Chief Analyst & Founder, nScreenMedia. Mr. Dixon created nScreenMedia as a resource to the Digital Media Industry as it transitions to the new infrastructure for multi-screen delivery. He brings a wealth of knowledge on the Digital TV, Over-the-Top and IPTV spaces garnered from his 15 years working in those industries. DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ON NSCREENMEDIA.COMCONTENT CREATION PDFCONTENT CREATION SERVICESCONTENT CREATION TEMPLATEDIGITAL CONTENT CREATION SOFTWARENETFLIX ORIGINAL CONTENT STRATEGYNETFLIX ORIGINAL CONTENT SUCCESS 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
THREE MAJOR 2020 TELEVISION CONSUMPTION TRENDS TOBEVERAGE CONSUMPTION TRENDSDATA CONSUMPTION TRENDSFOOD CONSUMPTION TRENDSFOOD CONSUMPTION TRENDSGLOBAL MEAT CONSUMPTION TRENDSMEAT CONSUMPTION TRENDS 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 ON NSCREENMEDIA.COMNETFLIX APPLE TVNETFLIX FOR APPLE COMPUTERNETFLIX ON APPLE WATCHNETFLIX VS APPLECOULD APPLE BUY NETFLIX 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.
70% GENERATION Z KIDS PREFER STREAMING TO CABLEBEST GEN Z TV SHOWSGEN Z TV SHOWSWHAT GENERATION IS AFTER GEN ZGEN Z WHAT IS AFTER 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 Pay TV big bundle blues hit vMVPDs in Q1 2021. 24 May, 2021 Pay TV, virtual MVPD. While traditional pay TV lost nearly 12 million subscribers in 2019 and 2020, vMVPD providers gained 4.5 million. However, first-quarter losses at Hulu Live, Sling TV, and possibly others turned the gains into a loss and show the vMVPDs have got thepay TV big
WHAT IS NSCREENMEDIA? Colin Dixon, Chief Analyst & Founder, nScreenMedia. Mr. Dixon created nScreenMedia as a resource to the Digital Media Industry as it transitions to the new infrastructure for multi-screen delivery. He brings a wealth of knowledge on the Digital TV, Over-the-Top and IPTV spaces garnered from his 15 years working in those industries. DISCOVERY PLUS SUBSCRIBERS LIMITED BY CONTENT LIMITS, LATESEE MORE ONNSCREENMEDIA.COM
NETFLIX CONTENT CREATION ADVANTAGE PUSHES U.S. PENETRATIONSEE MORE ON NSCREENMEDIA.COMCONTENT CREATION PDFCONTENT CREATION SERVICESCONTENT CREATION TEMPLATEDIGITAL CONTENT CREATION SOFTWARENETFLIX ORIGINAL CONTENT STRATEGYNETFLIX ORIGINAL CONTENT SUCCESS 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
THREE MAJOR 2020 TELEVISION CONSUMPTION TRENDS TOBEVERAGE CONSUMPTION TRENDSDATA CONSUMPTION TRENDSFOOD CONSUMPTION TRENDSFOOD CONSUMPTION TRENDSGLOBAL MEAT CONSUMPTION TRENDSMEAT CONSUMPTION TRENDS 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 ON NSCREENMEDIA.COMNETFLIX APPLE TVNETFLIX FOR APPLE COMPUTERNETFLIX ON APPLE WATCHNETFLIX VS APPLECOULD APPLE BUY NETFLIX 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.
70% GENERATION Z KIDS PREFER STREAMING TO CABLEBEST GEN Z TV SHOWSGEN Z TV SHOWSWHAT GENERATION IS AFTER GEN ZGEN Z WHAT IS AFTER 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.
WHAT IS NSCREENMEDIA? Colin Dixon, Chief Analyst & Founder, nScreenMedia. Mr. Dixon created nScreenMedia as a resource to the Digital Media Industry as it transitions to the new infrastructure for multi-screen delivery. He brings a wealth of knowledge on the Digital TV, Over-the-Top and IPTV spaces garnered from his 15 years working in those industries.STREAM TV SHOW
nScreenMedia’s Colin Dixon will moderate two panel discussions at the show: FAST(s) 2.0: The New Playbook with Xumo, Pluto TV, Samsung TV Plus, Scripps Managing OTT Subscriber Lifecycles: What You Need to Know with HBO Max, Frndly.TV, Metrological He will also participate in an analyst roundtable. 2020 TVOD GROWTH DRIVEN BY C-19 AND PVODNSCREENMEDIA Video sales increased from $1.3 billion in Q2 2019 to $1.5 billion in Q2 2020. In the previous year, video sales declined slightly. We see a similar pattern with video rentals. They decreased by 20% between 2018 and 2019 to reach $0.95 billion but held their ground between 2019 and 2020. New data from Reelgood suggests C-19 has continued to 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
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. SUBSCRIBER COMPARISONS ARE FLAWED AS A MEASURE OF SVOD We measure the success of an SVOD service by how many subs it has. But subscriber comparisons are flawed as a measure of SVOD success. NETFLIX | TRACKERS | NSCREENMEDIANSCREENMEDIA Speaking on the investor call, Netflix CFO Spencer Neuman commented that: “Churn is below pre-price change levels in the US.”. The strong increase in US ARPU supports his statement that most customers stuck around after the increase. In October of last year, Netflix boosted its mid-tier – and most popular – plan price by $1 andpremium
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 PARAMOUNT+ GROWTH LIMITED BY HEADWINDS AT HOME AND Paramount+ : looking for growth in competitive places. ViacomCBS wants Paramount+ to reach 65-75 million subscribers by 2024. To do it, the company must persuade people at home and abroad that it is worthy of anchor tenant status in their TV service portfolios. But with churn up at home and licensing deals hobbling it outside the US, it will be NETFLIX BRAND RECOGNITION 2X BROADCAST NETWORKS ABC, CBS, and NBC all received the same score: 31%. SVOD providers fared very differently in this brand recognition test. Amazon and Hulu scored much lower than the TV broadcasters: 20% and 15% respectively. Netflix, on the other hand, did much better. Nearly two-thirds of survey participants correctly matched its shows to its brand.* Market Data
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CANDW DISCUSS THE REAL REASON HBO MAX IS NOT ON ROKU OR FIRE TV HBO Max is finally here, and it has a ton of great content and an excellent user interface,…*
NSCREENNOISE –AT&T’S FIGHT WITH ROKU AND FIRE TV HBO Max launched today, but if you are a Roku or Fire TV user, you can’t watch the…*
PRODUCTION DISRUPTION’S IMPACT ON PAY TV AND SVOD The lack of new TV content will negatively impact subscriber growth for SVOD and pay TV services. Though…*
DO THE RIGHT THING: SVOD, VIDEO PLATFORMS DEAL WITH INACTIVITY Many SVOD providers do not want to email inactive users for fear they will cancel. Some video platform…* 1
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LATEST ANALYSIS
CANDW DISCUSS THE REAL REASON HBO MAX IS NOT ON ROKU OR FIRE TV __28 May, 2020 __0 Comments__Amazon Fire
TV
,
Content Providers
, HBO Max
, Roku
HBO Max is finally here, and it has a ton of great content and an excellent user interface, but you can’t get it on your Roku or Fire TV. It turns out HBO Now could be the big sticking point in negotiations. Chapter 1: The HBO Max experience (2:10) AT&TRead More
NSCREENNOISE –AT&T’S FIGHT WITH ROKU AND FIRE TV __27 May, 2020 __0 Comments__Amazon
Fire TV
,
HBO Max ,
Roku
HBO Max launched today, but if you are a Roku or Fire TV user, you can’t watch the service on your TV. The fight is all about consumer control, and it shows the power the big connected TV platforms have over what we see. HBO Max offers an impressive selectionRead More
PRODUCTION DISRUPTION’S IMPACT ON PAY TV AND SVOD __26 May, 2020 __0 Comments__Pay
TV , SVOD
The lack of new TV content will negatively impact subscriber growth for SVOD and pay TV services. Though pay TV will see fresh content in the form of sports first, it is SVOD that will weather the storm better. Last week, I discussed new data from Alphonso that suggestedthe
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DO THE RIGHT THING: SVOD, VIDEO PLATFORMS DEAL WITH INACTIVITY __25 May, 2020 __0 Comments__OTT
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Many SVOD providers do not want to email inactive users for fear they will cancel. Some video platform providers could help customers stay under broadband caps by implementing an inactivity timer. Both need to do the right thing and help their customers save money. Zombie accounts One of the thingsRead More
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