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Debra KaufmanJanuary 23, 2020
New streaming service Disney+ signed up 10 million customers on the first day it debuted in November. Netflix chief executive Reed Hastings acknowledged the new streamer’s compelling content, saying that Disney+ “takes away a little from us.” It did: in Q4 2019, Netflix posted 420,000 new customers, less than the projected 600,000, noting that the slump may be due to Disney+. Disney, meanwhile, has moved up its launch date for Disney+ in the United Kingdom and parts of Western Europe, from March 31 to March 24. Continue reading Netflix Grows Globally but Disney+ Takes Limelight at Home
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ETCentricJanuary 22, 2020
A panel of six undergraduates from the USC Iovine and Young Academy and the USC Dornsife College of Letters, Arts and Sciences spent an hour answering questions about their media habits. The questions were asked by ETC member company executives at the December 12, 2019 All Members Meeting held in Burbank at Disney. Where do students get their media recommendations? What’s a good length for a viewing experience? What do they think about having their personal data gathered, and about data analytics in general? What do they pay to subscribe to? Watch this 9-minute highlight video to find out. Continue reading USC Students Respond to Media Questions at ETC Meeting
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ETCentricJanuary 16, 2020
A panel of six undergraduates from the USC Iovine and Young Academy and the USC Dornsife College of Letters, Arts and Sciences spent an hour answering questions about their media habits. The questions were asked by ETC member company executives at the December 12, 2019 All Members Meeting held in Burbank at Disney. Where do students get their media recommendations? What’s a good length for a viewing experience? What do they think about having their personal data gathered, and about data analytics in general? What do they pay to subscribe to? Watch this 9-minute highlight video to find out. Continue reading USC Students Respond to Media Questions at ETC Meeting
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Debra KaufmanJanuary 16, 2020
Since its debut two months ago, the Disney+ mobile app has been downloaded from the Apple Store and Google Play 41 million times — four times as many as HBO Now — earning nearly $100 million, reports Sensor Tower. That news sent Disney shares up two percent to $146.72. In Q4 2019, Disney+ was downloaded 30 million times, more than twice that of TikTok. According to a YouGov survey, 76 percent of respondents were satisfied or very satisfied with Disney+ compared to 48 percent for Apple TV+. Continue reading Disney+ Service Has Strong Start with 41 Million Downloads
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Debra KaufmanJanuary 15, 2020
Mobile games and home entertainment were big in 2019. Sensor Tower reported that Android and iOS mobile game players spent about $61.7 billion in 2019, up 12.8 percent from 2018’s $54.7 billion total. Mobile gaming also represented 74 percent of mobile spending for 2019. That year, home entertainment grew 8.4 percent to $25.2 billion, a record-breaking number. According to DEG: The Digital Entertainment Group, the greatest areas of growth were digital, subscription streaming, and digital movie sales and rentals. Continue reading Mobile Games, Home Entertainment Strong Earners in 2019
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Debra KaufmanJanuary 14, 2020
To prevent further cord-cutting, Verizon Communications is abandoning traditional cable bundles. Fios customers will be able to select Internet speeds and TV packets separately, at preset rates, and can change their services on a monthly basis. Verizon senior vice president Frank Boulben stated that customers can then avoid promotional pricing that expires — and then skyrockets. Altice USA, Comcast and Charter Communications are offering lower cost wireless plans for Internet/TV customers. Continue reading Verizon to Drop Cable Bundles in Favor of Customer Choice
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Debra KaufmanJanuary 13, 2020
During CES in Las Vegas last week, Quibi founder Jeffrey Katzenberg and chief executive Meg Whitman revealed more details about their streaming content venture fueled by $1.4 billion in venture capital funding. A portmanteau for “quick bites,” Quibi plans to offer short content — under 10-minutes — for mobile phones. In other words, the enterprise is entering the streaming wars, looking for a sweet spot between the heavy-hitter long-form providers like Netflix and HBO and the free, varied content of YouTube and TikTok. Continue reading CES: Quibi Pitches Streaming Short Video for Small Screens
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Rob ScottJanuary 10, 2020
At CES this week, TiVo announced a new device described by CEO Dave Shull as a “tiny little HDMI puck” that will bring the company “full on into the streaming wars.” The $50 TiVo Stream 4K, hitting shelves in April as a competitor to Roku and Amazon devices, is designed to expand the company’s current user base by offering streaming and live television for today’s cord cutters and cord shavers. While TiVo plans to continue offering its signature cable-ready DVRs, the new 4K dongle could be a glimpse into the company’s future. In December, TiVo announced its $3 billion merger with licensing firm Xperi. “This transformation for TiVo enabled the merger,” said Shull. Continue reading CES 2020: TiVo Joins Streaming Wars with HDMI Dongle
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Debra KaufmanJanuary 6, 2020
Market research company SuperData reported that, in 2019, the game industry grew 3 percent to $120.1 billion, of which Epic’s “Fortnite” accounted for $1.8 billion, making it the biggest game for the year. The 2019 revenue for “Fortnite” was a 25 percent drop from the previous year’s record-breaking $2.4 billion. Noting that game industry growth is cooling off, SuperData estimated that it will rise 4 percent to $124.8 billion in 2020. The data includes augmented reality, console games, eSports, mobile, PC and virtual reality platforms. Continue reading SuperData: Game Industry Generated $120.1 Billion in 2019
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Debra KaufmanDecember 20, 2019
Although YouTube made a splash announcing its plans to produce scripted entertainment, the platform is pulling back from that ambition, which it once saw as the tip-of-the-spear for its $12-per-month ad-free YouTube Premium. The arena of Subscription VOD has become more crowded than ever, as Apple, Disney, WarnerMedia’s HBO Max and, next year, NBCUniversal’s Peacock join stalwarts Netflix, Amazon, Hulu and HBO. YouTube chief business officer Robert Kyncl calls the sector “as crowded as L.A. traffic.” Continue reading YouTube, Facebook Step Back from Their SVOD Strategies
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Debra KaufmanDecember 19, 2019
Netflix, which makes almost $16 billion in annual revenue from its 158 million global subscribers, prides itself on being free of advertising. But the company also is $12 billion in debt and facing increasing competition in the streaming video sector from rivals including Apple and The Walt Disney Company. According to eMarketer, Netflix’s “days at the top may be numbered,” and many experts believe that Netflix will eventually have to turn to advertising. Even without ads, however, Netflix is increasing brand engagement. Continue reading Netflix Still Avoids Ads, But Heats Up Its Brand Partnerships
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Debra KaufmanDecember 18, 2019
For the first time, Netflix released subscription details and numbers for global regions, including Asia, Europe and Latin America. The company stated in October that it would begin to release this information. It comes after another first: Netflix’s loss of U.S. subscribers — 126,000, to be exact — in Q2 2019. With 60 million Netflix subscribers in the U.S., Netflix appears to have saturated the U.S. market, which is valued at $9 billion annually, making its focus on global markets more crucial. Continue reading Netflix Targets International Markets as U.S. Growth Slows
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Debra KaufmanDecember 13, 2019
In the first month since its debut, streaming platform Disney+ ranked No. 1 every day in Apple’s App Store and Google Play in the U.S., with 22 million global downloads of its mobile app. According to Apptopia, Disney+ has averaged 9.5 million daily active users, 84 percent of whom reside in the U.S. It added that the new streaming service also has 5.8 percent longer average session times on a per-user basis than Netflix and 7.8 percent longer than Amazon Prime Video. Google reported that “Disney Plus” was its top search trend for 2019. Continue reading New Disney Streamer Tops App Downloads, Google Search
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Debra KaufmanDecember 12, 2019
Netflix started a global test of a new feature — dubbed Watch Now — that allows users to skip browsing titles and begin streaming immediately. The new feature will appear as a button on the profile selection page that opens when the Netflix app launches on a smart TV or streaming device. Netflix is well known for testing features with specific local markets, device categories or audiences. Watch Now is being tested for a month or two with a small worldwide audience on TVs and TV-connected devices including Roku and Fire TV. Continue reading Netflix Tests Feature to Skip Browsing and Begin Streaming
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Debra KaufmanDecember 11, 2019
Netflix scored 17 film nominations for the 77th Golden Globes, a major jump since its first movie Globes nod in 2016 for “Beasts of No Nation.” This go-round, Netflix campaigned hard — and successfully — with six nominations for Noah Baumbach’s “Marriage Story,” including Best Drama, Actress (Scarlett Johansson), Actor (Adam Driver), Supporting Actress (Laura Dern), Screenplay (Baumbach) and Score (Randy Newman). “The Irishman” and “The Two Popes” were also nominated for Best Drama. Additionally, the company received 17 nominations in television for a total of 34 nominations. Continue reading Netflix Tops Golden Globe Nominations with 34 Total Nods