U.S. Cable Channels Forecast: Dark Clouds With Silver Linings. Takeaways

Industry analyst SNL Kagan forecasts a big decline in U.S. multichannel video subscriber homes: 2015: 98.1 million. 2027: 77.4 million. That’s down 21%. There are 119.6 million U.S. TV Homes  today. SVOD Expands: According to SNL Kagan the online video subscriber base will expand to 94.6 million homes from around 80 million today. The SVOD …

U.S. Factual Networks: Ten Year Viewing Trends. Sunny Side Takeaway #1

A 10-year ratings snapshot shows that U.S. factual networks are far from falling off a cliff. And Europe has increased potential as a co-production partner. That’s the message that I shared over and over in my panels and meetings at last week’s productive and enjoyable Sunny Side of the Doc. Chart Nielsen kindly shared a …

Big Trends in the Internet Video Economy: Takeaways from Silicon Valley

Mary Meeker is a super-analyst of the Internet Economy. Her presentation at the annual Code Conference has earned cult status. Her predictions are followed by industry participants with such intensity that she reminds me of an ancient oracle. Not that I met one. Meeker’s exhausting analysis, with 355 slides, covers: Media, mobile, games (huge scale and …

Facebook Originals Are Coming! Update: What Will They Pay?

Facebook aims to launch its slate of commissioned programs next month. There are two buckets for the 24+/- greenlights to date: Signature, bigger budget programs “Shorter, less expensive shows of about 5- 10 minutes that would refresh every 24 hours.” Reporters Nathan McAlone and Alex Heath uncovered some of the mystery of Facebook video in …

Netflix: Licensed and Not Original Shows Dominate the SVOD Giant’s TV Streams

Netflix is a lot like Discovery Channel in the late 1980’s. Like Discovery back in the day, Netflix viewers watch a lot more acquisitions than original commissions. Only 15% of its total U.S. streams in 1Q ’17 were for Netflix Originals. More than than 85% were licensed acquisitions. Those findings were reported by research firm …

MIPDoc Takeaways: Here Comes Amazon Prime, The Big Disrupter of the Video Industry

MIPDoc and MIPTV made a big impression this year because my panels and conversations revealed how quickly our video ecosystem is accelerating into the online era. Here are my Takeaways: Amazon Prime: The Big Disrupter. A very welcome contributor to my ‘MIPDoc Coproduction Summit’ panel was Conrad Riggs, the head of Amazon’s Unscripted Originals unit. Mr …

Coproduction: A Growing Trend in Factual. MIPDOC Panel Preview

I’m looking forward to MIPDoc, and particularly to the Coproduction Summit and the SVOD panel. Here is the Agenda: MIPDOC COPRODUCTION SUMMIT Sunday, 2 April 8.45      Fire-Side Chat with David Royle, Executive Vice President, Programming & Production, Smithsonian Networks, USA 9.05      Roundtable discussion 9.20      Panel Discussion / Market evolution when it …