Notes on the Death of the American Network Sitcom «: ".... A necessary caveat: Broadcast network ratings are falling every season. Last year’s floor is this year’s ceiling. Soon the only people watching network TV of any kind will be the elderly, the infirm, and fugitives who actually need to find out how to get away with murder. Everything on this earth is temporary, my child. And that includes you, me, and numbered think pieces like this one...." more news below Follow @expriorg
Google’s YouTube Scooping up the Ad World at High Margins, Says Nomura: "... analyst Anthony DiClemente with Nomura Equity Research today offers up his model for what revenue may be at the company’s YouTube property, which is benefiting from share shift in advertising to online, and has “the healthiest margins in streaming video.”... DiClemente notes the business has much higher profit margins than Google overall...Google’s YouTube is in the front lines in offering video content against which brands can advertise, writes DiClemente... We expect premium content and increased engagement from MCNs [multi-channel networks] to drive higher views per user and more overall viewing of YouTube videos, growing at an accelerating pace through 2017E. Facebook (FB) is the seond-biggest online video destination, he notes, and is trying to lure away YouTube’s advertisers. But the market is big enough for multiple contenders... DiClemente also compares YouTube to Netflix: next year, YouTube may have $5.88 billion in revenue, just behind a $6.1 billion he projects for Netflix. But because YouTube is mostly user-generated, it’s not as expensive as Netflix’s content acquisitions, giving YouTube a 59% Ebitda margin versus just 10% for Netflix. Google stock today is up $2.74, or half a percent, at $596.03."
HTML5 Video Caters To Savvy Scandinavians: Smartcom:TV’s Larssen | Beet.TV: "... “We are early movers in the technical industry; our users are very tech-savvy,” Jon Andreas Larssen, technology manager at production company Smartcom:TV, says of the region. “It’s important to them that mobiles and tablets work well – video, no matter what device you’re watching on.” Larssen, whose company makes webcasts for investor relations and other events, says HTML5-based video can cater to this demand particularly well. Smartcom:TV has used Brightcove for its delivery for the last couple of years...."
Why Everyone Wanted to Buy Twitch: "Twitch, on the other hand, has nailed the balance. It's not perfect—live-streaming never is—but it works on everything and it works consistently, and there's always something to watch. Those strengths that helped it solidify its reign gets even more enticing as the esports world continues to explode, or as Twitch slowly starts opening its doors to other types of live-streaming. Twitch is poised to be the channel-surfing yin to Netflix's binge-watching yang. The future of video is streaming, and streaming is Twitch." Example--
Popular streaming channels:Netflix: The king of movie and TV show streaming. $7.99/mo.
YouTube: User-submitted videos and some original programming. Free.
Hulu Plus: TV shows days after they air and some movies. $7.99/mo.
Amazon Prime: A strong Netflix competitor with other Amazon benefits. $79/year.
Crackle: Movies and TV mostly from Sony's library. Free.
Vudu: Movie rental site owned by Walmart. Fees per movie