Five years from now, a viewer will turn on his or her television and see a host of content being offered that is tailored specifically to that individual. Not just a list of cable programs that are on, but a host of selections from TV programming to OTT content, to lifestyle and shopping recommendations-- all changing to suit the time of day or even the viewer's mood, so to speak. At least, that's what content providers want to happen.
AT&T's $49 billion acquisition of DirecTV may have gotten the green light from FCC Chairman Tom Wheeler, but in giving his support he has asked the telco to stick to its word on its FTTH expansion and not discriminate against online video competitors like Netflix whose applications run over its broadband network.
How are online video providers faring against established distributors like Comcast and Verizon FiOS? As the OTT and traditional pay-TV industries increasingly mesh together, Fierce has likewise been reporting these companies' quarterly earnings side-by-side.
The continuing rise of SVOD giant Netflix has analysts cooing over its performance, with at least 7 revising their estimates for its annual performance upward in the past 30 days, an investment research firm noted, and terms like "blue sky" being bandied around in the wake of its strong second-quarter numbers.
Netflix's prospects for success in Japan, its future content strategy, and its potential bandwidth challenges as ISPs like Charter Communications grow their broadband footprint are among the topics analysts will likely want to hear about when the SVOD market leader discusses its second-quarter earnings results.
Hulu has been on a tear for the last few months when it comes to locking in exclusive deals for older TV content like Seinfeld, guaranteeing that it will have sought-after series for several years to come. But what happens after those deals expire? Hulu had better have some more good cards to play, because content-hungry competitors are storming in.
Revenues for "premium" OTT services, which include subscription video on demand (SVOD) from a variety of providers--ranging from OTT giant Netflix, to a la carte service HBO Now, to niche provider WWE Network--are set to more than double in just a few years from 2014's high of $4 billion to between $8 billion and $12 billion in 2018, according to a new report. But rising competition will make for a wild ride.
The second half of 2015 is bringing a flurry of announcements as over-the-top video providers--both new to the segment and established alike--put into motion strategies to improve their competitive edge. That includes Showtime, which, like HBO before it, launched its new standalone OTT service, Showtime Anytime, on July 7--five days ahead of its original launch date.
Looks like Netflix has got it right when it asks, "Are you still watching?" after two to three episodes of a single series have streamed. The majority of binge-watchers, 87 percent, can handle viewing just three or fewer shows in one sitting. But keeping those viewers coming back is becoming increasingly important to content providers' bottom lines.
App developers are getting understandably upset that they are starting to regularly experience the API equivalent of what one might politely call a "tease."