Narrative: Disrupting TV
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Narrative: Disrupting TV (Jan 11, 2017)
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YouTube Makes Series of Announcements at VidCon (Jun 23, 2017)
Time Warner Signs $100m Deal to Develop Shows for Snapchat (Jun 19, 2017)
This is a great counterpart to the FuboTV piece I posted earlier, because it illustrates the state of the current over-the-top streaming TV landscape. The survey quoted here from IBB Consulting suggests that nearly half of US broadband customers have at least one streaming TV service, with over half of those in turn subscribing to several. Moreover, nearly two thirds of those subscribing to these over-the-top services also still subscribe to traditional TV. That paints a picture in which subscription VOD (SVOD) services are both complements and substitutes to traditional pay TV, and even then largely fail to meet all of consumers’ needs for video. This is still a very fragmented marketplace, in which even the best providers are only partially meeting people’s needs. That creates both a near-term opportunity for someone to do better at meeting those needs, but also a long-term threat of consolidation as consumers balk at having to pay for and manage multiple subscriptions and long for someone to bring it all together. Given all the assets and relationships held by the major legacy pay TV companies, they’ve certainly in a strong position to aggregate some of this fragmentation on the part of consumers, while platform companies like Apple and Amazon are also positioning themselves in different ways as subscription aggregators, presenting another possible way forward. Regardless, as today’s FuboTV fundraising news suggests, there’s lots of activity still to come here.
FuboTV Raises $55m, Adds Scripps Channels and Financing (Jun 19, 2017)
Weekly Narrative Video – Disrupting TV (May 27, 2017)
This week’s Narrative Video covers the Disrupting TV narrative, or as I’d call it if these things could have slightly longer names: “Disrupting TV is Hard”. I talk through all the ways in which various entities are trying to disrupt traditional TV business and consumption models, and the barriers to their success. I also talk about the ways in which TV is being successfully disrupted, and argue that we’ll eventually reach a tipping point at which the legacy providers currently trying to resist and hold back disruption come to enable and even embrace it. As usual, you can find the Weekly Narrative Video on the relevant narrative page here if you’re a subscriber. And if you’re not a subscriber yet, you can sign up on this page, starting with a 30-day free trial.