Podcast Episode 25 is live! This week we breakdown some financial news including the proposed sale of Deltatre, which is expected to generate $180 million of revenue in 2022 and Pixelot’s raise of $161 million in funding. We also discuss Limelight’s final sale price for Edgecast, which ended up valuing the company at $135 million. Mark and I also breakdown Netflix’s confirmation that it is not buying Roku, details on how the Apple and MLS deal will work for viewers, and we highlight what NBCUniversal’s CEO said about Peacock no longer being free for Comcast customers in the future. Thanks to this week’s podcast sponsor, Agora. 

Companies, and services mentioned: Netflix, Roku, Peacock, Deltatre, Endeavor Streaming, Firstlight Media, Edgio, Pixelot, Apple, MLS, Bally Sports Plus, NBC Sports, ESPN+, Amazon Fire TV, YouTube TV, Sling TV, Adobe.

Podcast Episode 24 is live! On this episode, we discuss how sports events (NBA, NHL, Indy 500, PGA, Premiere League) are seeing record viewership on cable TV, with sports leagues and broadcasters making no mention of streaming viewership. We also discuss the new NESN 360 sports streaming service and the impact of Disney potentially losing the IPL (Indian Premiere League), which would impact Disney+ Hotstar’s growth. We also talk about funding problems some streaming vendors are having, with the larger impact in the financial markets making it difficult to secure capital. Thanks to this week’s podcast sponsor, Agora. 

Companies, and services mentioned: Disney+, Netflix, NESN 360, Netflix, Roku, NBA, NHL, Indy 500, PGA, Premiere League, Apple TV+,  Melvin Capital, Tiger Global Management.

Podcast Episode 23 is live! With more streaming services adding AVOD plans, this week we breakdown ARPU amongst streaming services, which now have to be properly compared between SVOD, AVOD and a combo of the two. We also highlight new information given out by Disney and Netflix around their ad-supported plans, Telestream’s acquisition of Encoding.com, the new NFL+ service and Paramount’s thoughts on the windowing of movies. We also detail some of the problems companies are facing, across all sectors, when it comes to setting proper growth expectations on Wall Street and why some companies are being forced to cut costs and lay people off, or slow hiring. Thanks to this week’s podcast sponsor, Agora. 

Companies, and services mentioned: Disney+, ESPN+, Hulu, NFL+, Netflix, Roku, HBO Max, Vizio, Paramount, Peacock TV, fuboTV, Spotify, Pluto TV, Telestream, Akamai, Encoding.com, FIFA, Snap, Edgecast, Limelight Networks, Melvin Capital.

With more streaming services adding AVOD plans, here’s a comparison of ARPU amongst streaming services, which now have to be properly compared between SVOD, AVOD and a combo of the two.

• Disney+ global ARPU was $4.30 in Q1, Domestic was $6.32 (subscription)
• ESPN+ ARPU was $4.73 in Q1 (subscription and advertising)
• Hulu SVOD ARPU was $12.77 in Q1 (subscription and advertising)
• Netflix global ARPU was $14.91 in Q1 (subscription)
• HBO Max domestic ARPU was $11.24 in A1 (subscription and advertising)
• Paramount domestic ARPU of “around $9” in Q1 (subscription and advertising)
• Peacock TV ARPU was “around $10”, in Q4 2021, no Q1 2022 number given (subscription and advertising)
• Roku ARPU was $42.91 in Q1 (trailing 12 months), which is $3.57 a month (advertising)
• fuboTV “Advertising ARPU” was $7.11 in Q1 (their long-term target for Ad ARPU is $15-$20)
• Vizio ARPU was $23.68 in Q1 (trailing 12-months), which is $1.97 a month (advertising)
• Starz domestic ARPU was “around $5.70 to $6”, in May 2021 and Lions Gate hasn’t updated it since then (subscription)
• Discovery’s overall D2C ARPU was “around $7”, with Discovery+ ARPU of “more than $10”. These numbers are from July 2021 and Discovery hasn’t broken out ARPU since them. (subscription and advertising)
• Pluto TV global ARPU was $1.64, Domestic ARPU was $2.54, at the end of 2021 (advertising)

Many streaming services like AMC+, CuriosityStream, Amazon Prime Video, Apple TV+, DAZN, YouTube TV and many others have provided no details on ARPU to date, or in the past few years.

Podcast Episode 22 is live! This week we breakdown Q1 2022 calendar earnings from Disney, fuboTV and DISH including subscriber gains/losses, ARPU and revenue growth rate. We also detail some engagement numbers highlighting what engagement looks like across gaming (Roblox, Activision Blizzard), trading (Robinhood, Coinbase), social (Facebook) and other platforms showing how consumer’s behaviors have changed since the pandemic. Thanks to this week’s podcast sponsor, Agora. 

Companies, and services mentioned: Netflix, Disney, fuboTV, DISH, Sling TV, AMC, Hulu, EPSN+, Hotstar, YouTube TV, Vizio, Facebook, Roblox, Peloton, Carvana, Coinbase, Activision Blizzard, Robinhood, Charter, Call Of Duty.

All of the conferences sessions and presentations from the NAB Show Streaming Summit are now online for viewing at: https://nabstreamingsummit.com/videos/2022vegas/

Thanks to Mobeon Media for doing all the AV capture at the event and to Kaltura for hosting all the videos. #nabshow #streamingmedia #streamingsummit

The next NAB Show Streaming Summit will take place in NYC, October 19-20 at the Javits Convention Center. Full details and the call for speakers will be announced at the end of May.

Podcast Episode 21 is live! This week we breakdown the key numbers you need to know from Q1 earnings reports including updated subscriber and ARPU numbers from Paramount+, Roku, Peacock TV and cord cutting numbers from Charter, Comcast and Verizon. We also detail the revenue growth rate, GAAP net loss/gain from cloud vendors and streaming vendors including Akamai, Alphabet, Brightcove, Fastly, Limelight, Microsoft, Vimeo. Come up to speed on important Q1 earnings you should know about, all in 30-minutes.Thanks to this week’s podcast sponsor, Agora. 

Companies, and services mentioned: Comcast, Peacock TV, Paramount+, Roku, Amazon, Fastly, Limelight, Akamai, Brightcove, WicketLabs, Microsoft, Amazon Prime Video, NFL, Alphabet, YouTube TV, Vimeo, Charter, Verizon.