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Facebook Signs Deal with NFL for Highlight Videos (Sep 26, 2017)

Given that the live TV rights for major US sports are pretty much all sewn up for years to come, the major online platforms have been relegated to pursuing other rights, including second-tier sports (and e-sports), sports rights outside the US, and meta content including highlights and sports-centric talk shows. The latest example of that comes from Facebook, which has paid the NFL for the right to show highlights to its users immediately after games end, as well as doing a deal for NFL-created shows for its new Watch tab for video. The highlights deal kicks in immediately and the overall contract is for two years. This feels like one of the more promising deals Facebook has signed – I’m really not convinced anyone wants to watch long-form sports (like pretty much all US sports with their massive ad loads) through a social network, but highlights seem much better suited to both mobile and social contexts, because they’re very shareable and digestible in small chunks. I already regularly see highlights from various sports in my Facebook feed, but they’re almost all videos from within articles hosted off Facebook – this deal would bring the content into the platform and therefore enable monetization through advertising. As I said yesterday in the context of YouTube’s enhancements, Facebook’s video ad tools are still very rudimentary in comparison, but at least it now has ways to show ads in videos. The challenge with highlights is going to be that they’re so short and so widely available, I wonder whether anyone will want to stick around beyond the mid-roll ad break.

via Recode

Disrupting TV

FX Networks Broadens FX+ Add-On Service, Talks Pulling Content from Netflix (Sep 25, 2017)

FX, a division of 21st Century Fox, today announced a broadening of its FX+ add-on service for pay TV operators to Cox Communications’ pay TV subscribers, in addition to its existing partnership with Comcast. But in some ways more interesting were comments its head made about the network’s future approach to licensing content. In essence, FX has had to pay a lot of money to undo past deals which gave various other entities rights to its content so that it could put that content back on its own streaming service, and he says he doesn’t plan to make that mistake again. Netflix was singled out in particular as a streaming service FX had licensed content to in the past but wouldn’t again, and Netflix’s shares were down around 5% today seemingly as a result. All of this of course validates Netflix’s decision a number of years ago to invest much more heavily in its own original content, which has three major drivers of which hedging against such decisions was one of the big ones. Netflix needed to control its own destiny when it came to content, and there was always the risk that it would lose its licensing deals as it increased in popularity and power. I think the 5% drop based on comments from one content owner is likely overblown – there certainly wasn’t such a strong reaction to Disney’s recent pullback, at least not right away – and in general Netflix is in pretty good shape content-wise and retains some of FX’s most popular shows for now. FX, meanwhile is pursuing a very limited strategy with its add-on network, limiting it to pay TV subscribers rather than going after cord cutters, either independently or through Amazon’s powerful Channels product, which has driven lots of subscribers for similar packages. That feels like a mistake, and something FX should rectify sooner rather than later if it wants to reach a considerably larger potential base of customers.

via Bloomberg

YouTube Announces More Sophisticated Targeting, Customization for Ads (Sep 25, 2017)

Google has announced several new tools for advertisers using its platform to reach users with video ads, and they highlight just how sophisticated the YouTube ad platform is becoming, at a time when Facebook is still struggling with basic formats and helping creators tweak their video formats to work with its ad limitations. There are four parts to the YouTube announcement: custom affinity audiences, which allow advertisers to reach users based on profile-based interests including recent Google searches; customizing video ads by context on the fly using automation; stringing together multiple ads to tell a story or react to user responses; better online-to-offline attribution. To my mind, the custom video ads are the most interesting thing here – they allow advertisers to upload a set of assets and have the system automatically mix and match them to create ads that feel like they’re customized based on the video the user is watching. As this TechCrunch article points out, that’s likely to make the videos more memorable, but it may also cross the “creepy” line for some viewers, and that’s the risk all highly-targeted advertising takes. Various elements of what Google is announcing take advantage of its increasingly strong AI and machine learning techniques as well as the breadth of its tracking of users (for better or worse) across the various properties it owns, and the latter may in future be hampered by increasing limits on this kind of targeting which will come into effect in Europe soon.

via Google

Twitter Sells Enough Ads to Launch All Planned Live TV Shows (Sep 25, 2017)

It certainly wasn’t clear at the time Twitter made its big blitz of announcements around its live TV plans that some of the shows weren’t guaranteed to air if they didn’t get sufficient ad backing, but now that they have that backing, Twitter is apparently trumpeting that fact. Since many of the shows Twitter is hosting are existing properties which will come with ads from the original sources, Twitter likely didn’t have to sell that many ad slots itself in many cases. There certainly are some unique-to-Twitter shows, so it’s impressive that it’s sold enough ads on those too, but in many cases I’m guessing that spend is experimental – no-one really knows what kind of audiences most of these shows will attract, and the level of spending involved is likely small enough to fit into niche budgets (as Snapchat long did). The big question is whether, following the first few months of this experiment, those advertisers want to re-up and commit to additional shows and seasons. That will depend largely on a combination of viewership and engagement with the ads viewers see. We don’t have many figures for individual Twitter shows to go by, but we do know that just 55 million or 17% of monthly active users spent any time watching any live video on Twitter in Q2 of this year, so Twitter and its advertisers are clearly hoping that that translates into more committed audiences for specific shows in order to justify continued investment.

via Recode

Twitter

Facebook Announces Partnership with Nielsen to Measure Brand Lift Including TV (Sep 22, 2017)

Facebook has announced that it’s partnering with Nielsen to provide advertisers with a combined measurement of brand lift for campaigns that run across both Facebook and TV. That provides a consistent set of metrics for advertisers that use both platforms, but more importantly it puts a big dent in the idea that Facebook and TV are at war, a narrative the media seems keen to perpetuate but which Facebook itself has repeatedly downplayed. While it’s certainly the case that Facebook is chasing some of the same ad dollars as TV, and Facebook has even made the case that TV ads are less effective than Facebook ads, it’s also pushed back against the idea that it’s trying to kill TV advertising. This partnership suggests that Facebook is realistic about the fact that most advertisers are going to continue to run ads both online (including on its platform) and on TV, and that it can best support those advertisers by making it easier to measure the performance of campaigns in both media. It’s also making the argument that campaigns that run in this way actually see better results than those which only run in one place.

via Facebook

Facebook

BuzzFeed is Readying its Morning Show for Twitter Starting Next Week (Sep 21, 2017)

This AdAge report on BuzzFeed’s coming Twitter live morning show is long on facts and short on analysis but nonetheless provides some interesting detail. It sounds like the show will be roughly an hour long and focused on covering the day’s news in a fairly lightweight and Twitter-centric way, and will feature four two-minute ad breaks featuring 30-second commercials. Because it’s BuzzFeed there will also be some sponsored editorial content within episodes, and because it’s Twitter some of the ads and related content will also be parceled up as shorter-form content for the platform. This is all, of course, part of Twitter’s broad expansion into live video with many different partners, and a good test of whether people actually have the time and inclination to watch something like this on Twitter, which I suspect for most people is something they dip in and out of rather than something they have permanently “on” in the way they might do with Twitter. The time slot reference in the article is vague – it merely says 10am, but doesn’t state which time zone that refers to, while earlier articles had suggested an 8am slot, which would put it extremely early in western time zones. 10am ET would certainly make more sense, catching at least some of the country in the pre-work slot when they’re more likely to be able to watch a live show than when they get to work.

via AdAge

Twitter

Apple TV 4K Reviews Mostly Positive, Note High Price, Some Bemoan Details (Sep 21, 2017)

For the third day straight, reviews of one of the new products Apple announced last week are out, this time the Apple TV 4K. This is a far less significant launch than either the iPhone 8 or Apple Watch Series 3 given the relatively small numbers in which the box sells, but it’s still worth noting the tenor of the reviews. Once again I’m linking to Techmeme, which decided to lead with Nilay Patel’s Verge review, which based on my reading seems the most critical of the reviews out there. In general, all the reviewers seemed to like Apple’s familiar but somewhat revamped interface and the snappiness enabled by the new A10X chip (the same one which powers the iPad Pro). Where 4K HDR content was available, it was said to look fantastic, and the iTunes pricing for available 4K movies was also noted as a big plus. The biggest downside is predictable: the lack of content, something that also makes 4K TVs a marginal proposition today while the industry suffers from the same chicken/egg problem that plagued HD in its early years, but worse because of the lack of broadcast 4K content. Disney’s absence from iTunes 4K, the incompatibility between the Apple TV and YouTube’s 4K standards, and so on are the notable gaps. But Nilay Patel’s review is the only one I saw that grumbled in depth about other issues – perhaps because he’s a more discerning judge of these things as a high-end AV guy: he noted that the Apple TV doesn’t support Dolby’s Atmos sound configuration to go with the Dolby HDR picture support it does offer, and also pointed out that watching HDR content on the Apple TV 4K is a sub-par experience for now. Overall, it’s a decent set of reviews but for anyone who either doesn’t have a 4K TV or watch content sources with a lot of 4K content, it’s basically irrelevant for now.

On this topic, you might be interested in the piece I wrote for Techpinions subscribers earlier this week on the current market for smart TV boxes like the Apple TV 4K.

via Techmeme

Apple is Doomed

Fox and Twitter Partner Around New and Returning Shows (Sep 20, 2017)

Fox Television and Twitter have announced a partnership around new and returning shows, which will see some episodes as well as new content broadcast through Twitter’s live video platform. Empire, one of the most popular shows on broadcast TV, will have a live pre-show featuring interviews and other material broadcast live on Twitter, while another returning show, The Mick, will have a mini-marathon broadcast on Twitter, and new show Ghosted will have its premiere episode broadcast live on Twitter four nights running this week. It’s an interesting attempt to create buzz and additional audiences on Twitter around shows which are currently watched almost entirely through traditional channels and more established streaming services, and will serve as a good experiment for both companies. In a world where much of viewing is moving on-demand, forcing live streaming feels a little contrived, and I’m curious to see how viewers respond to that. The Mick marathon will be shown fairly late in the evening, while Ghosted will debut in an early evening slot on Twitter, presumably to avoid conflicting with Fox’s own primetime lineup, though the Ghosted premiere it precedes the network premiere by a week and a half. We’re going to see lots more of this kind of experimentation over the next little while, and I’m guessing much of it will fall flat, but no doubt some useful concepts will come out of it, and the fan-type shows like the one Fox and Twitter are building around Empire seem the likeliest to take off, both because they’re exclusive to the platform and because other networks have already run these successfully – notably AMC’s Talking Dead.

via Fox

HBO Tops Emmy Award List, Hulu Makes Big Strides, Netflix Biggest Streaming Winner (Sep 18, 2017)

Last night’s Emmy awards once again provided an interesting set of insights into the winners and losers among both traditional and online streaming TV properties. HBO won the most overall awards with 29, while Netflix beat out the other streaming services with 20. Hulu did much better than in the past, almost entirely because of one show – The Handmaid’s Tale – which has been extremely well reviewed but may also have garnered additional favor by being deemed particularly relevant in today’s rather dystopian real-world political scene. That’s a huge coup for Hulu as Netflix has never won best drama, but it would be dangerous to read too much into it, given Hulu’s lack of past or broader success. Netflix won twice as many awards overall, including wins for multiple shows in different categories. Amazon, meanwhile, took away just two wins. In addition to HBO, NBC did well among the traditional TV companies, coming in third behind Netflix, while ABC, Fox, and CBS all took home single digit trophies. It still feels like HBO and Netflix are the real powerhouses when it comes to high-budget, high-quality TV, but the Hulu wins show that others in the streaming world aren’t being shut out entirely, which should be heartening to Apple and others coming into the game late but with big budgets and ambitions.

via Bloomberg and Business Insider (award tally)

Disrupting TV

★ Amazon is Reportedly Looking to Buy Lower-Profile Channels from TV Companies (Sep 15, 2017)

NBC News reports that Amazon has been talking to traditional TV companies about taking some of their lower-profile networks off their hands. Four specific examples cited in the article linked below are VH1 and CMT at Viacom and Adult Swim and Boomerang at Turner. Big TV companies have been shutting down cable networks over the last few years and focusing their efforts on a smaller number of successful channels with big audiences as cord cutting begins to really bite, so there are potentially quite a few channels with smaller audiences out there for the taking, and NBC says Amazon might buy “scores” of them, though that number might be a bit of a stretch. At any rate, the question becomes what Amazon would do with them, and the obvious answer is either bundling them into Prime or selling them as add-ons to Prime. But another really interesting angle to think about is advertising, where Amazon has been quietly building a big online business but with very little action so far on the video side. Owning lots of linear channels would allow it to build a much bigger video ad business as a complement to its online ad business, and potentially do cross-platform targeting across them. It’s also a fascinating alternative to spending ever more to commission and/or acquire original content for its streaming service – it could probably snap up some of these channels pretty cheaply and run them for less than it would cost to build up equivalent amounts of original content from scratch. Importantly, some of these networks have small audiences but lots of distribution – VH1 is in well over 80 million homes, for example. That would be pretty good relative to Amazon’s own domestic distribution through Prime.

via NBC News

Amazon
Prime

Disrupting TV

Hulu Will Spend $2.5 Billion on Content in 2017 (Sep 14, 2017)

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Hulu

Verizon CEO Says No Longer Interested in Building a Cable Company (Sep 14, 2017)

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eMarketer Says Cord Cutting to Accelerate, TV Ad Spend Growth to Slow (Sep 13, 2017)

Analyst firm eMarketer has some new numbers out on cord cutting and the impact it will have on traditional TV ad spending. Specifically, it says that later this year there will be over 22 million cord cutting households in the US, up about 5.5 million from 2016, while TV ad spending growth will slow down meaningfully, though it’s still projecting growth over the next few years. I’m in agreement with the broad trend described by eMarketer around cord-cutting: my own analysis has consistently shown accelerating cord cutting behavior, though at a rather slower rate than eMarketer is projecting – far closer to 2 million in the past year than the over 5 million eMarketer is suggesting by the end of this year. On ad spending, I’m also in agreement that growth will slow, but I think it will turn negative soon (it was already negative for the major TV companies over the past year, according to my own data gathering, thanks in part to last year’s strong election-related spending). I think a decline in the traditional TV ad business is inevitable at this point in the coming years, and the results will begin to be felt as traditional TV companies start to reduce spending to bring costs in line, which in turn will have significant effects on the overall industry.

via eMarketer