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 …

An Expert Challenges The “China’s Booming Middle Class” Theory

A colleague writes from China in response to my post that opportunities will be created from China’s addition of 870 million middle class consumers: You miss the point about the growing Chinese middle class and, come to think of it, about SVOD here in China. Where to start? First, let’s talk about the middle class television …

Sunny Side Takeaway #2: “The Beatles: Eight Days A Week”. Fab 4 Archive Case Study

A highlight of Sunny Side 2017 was my Archive Masterclass on Grammy and Focal Award winner THE BEATLES: EIGHT DAYS A WEEK. The stars of our standing-room-only panel were Apple Corps executive producer Jonathan Clyde and Matthew White who originated the concept to create an archive-based film about Beatlemania. Takeaways About the archive… Home movie footage related to …

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 …

M研究院|Facebook原创内容将至,美国内容行业的反应是……

My “Facebook Originals Are Coming!” post was translated by our friends at Content China. China’s documentary sector has been a regular subject of analysis in this newsletter. The promise of the early years of this century were frustrated by an array of regulatory and commercial factors. However, I can see that the pendulum is shifting. China’s VOD services …

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 …