Quibi: $1 Billion for Short-form Content. Watch the Pitch. Why I Think It’s a Long Shot. Lessons from CBS Cable, Discovery and China’s TikTok

Quibi is showing up in my conversations as an active buyer that is outbidding legacy networks. The ‘Quibi’ brand name does not refer to a Vietnamese appetizer: It is short for ‘quick bites.’ Funded by Disney, Alibaba, Comcast and others, it is a video streaming venture run by corporate heavyweights Meg Whitman (CEO) and Jeffrey …


Netflix: Why Subscriber Retention is High as New Subs Flock to the SVOD Leader

There are two drivers of a success for an SVOD service: Subscriber Acquisition & Retention. Netflix continues to attract new subs during its relentless global expansion. Its retention rate is reported to be high, despite recent rate increases. Subscribers keep on coming, and they don’t go away. Here are several reasons why: Source: U.S Subscribers, …

Happy Holidays!

Dear Friends & Colleagues, It’s been a fascinating year to report on the online video tsunami that is restructuring our industry. As the New Year approaches, we often feel that Netflix and Amazon Prime in particular are changing everything, and at an accelerating rate… I hope that my analysis of the emerging ecosystem for documentary and unscripted programs helps you …

Revenues Drain from the Cab/Sat Programming Ecosystem. Part 4: Cord-cutting Accelerates

Is the U.S. Cable /Satellite Channels business facing its Napster moment? That’s when a disruptive online solution (Napster) sucks the revenues out of an established business model (the CD-based retail music industry.) Cord-cutting accelerated to record levels in the 3rd Quarter, surprising industry analysts. Cord-nevers: The mainly Millennial non-cabled home is a growing segment. Cord-nevers …

Netflix’s Deals with Producers and its Impact on the Channels. A Podcast with John Ford, GM of the NPACT Producers’ Association

This week’s podcast covers Netflix. Our focus is on its deals with producers. And on how the channels’ deal terms are evolving in response to the rise of the online video platforms. Sharing his experience is veteran programming executive John Ford. John is an extremely well-placed analyst of the market in his current position as General Manager …

Facebook Unscripted Strategy: From “Video First” to “Video Fumble”

Facebook is fumbling its video strategy. I have argued here that unlike traditional media players like Disney and Discovery, Facebook enjoys the financial scale and margins to throw endless buckets of mud against the wall of its video / social media strategy to see what sticks. That’s despite the hammering that Facebook’s reputation and enterprise value …