TVGla’s Post

It's a scientific FACT (based on my one person study) that your mood improves dramatically when your clients are seeing incredible success. Every ad really does matter. Approach your static 320x50 digital units with the same care you do a 30 second spot and you'll see results that improve your mood too. #TeamTVGla #EveryAdMatters #PerformanceMarketing #Streaming

Diverging Fortunes: Disney and Warner Bros. Compete for Streaming’s Silver Medal... "The clash between Disney and WBD is no longer just a competition—it’s a fight for survival in an industry that is shifting faster than either company can manage. Despite its challenges, Disney has shown adaptability in the streaming era with the right mix of tactics. Its DTC profitability proves that a diversified approach and a few strong content hits can keep the company afloat, but it’s not without its cracks. WBD, on the other hand, is teetering on the brink. With staggering financial losses, declining revenues, and a clear lack of direction, the company desperately needs a game-changing move to stay relevant. Whether through a complete overhaul, fire sales of valuable assets, or another attempt to revive its content strategy, WBD’s future hangs in the balance. Failure to act decisively could result in the company fading into irrelevance altogether. As the streaming wars upend the entertainment industry, the stark contrast between Disney’s fragile success and WBD’s floundering highlights the brutal reality of this competitive environment. The real question is whether WBD can claw its way back from the brink." https://lnkd.in/gAc35X_S

📊 BB Media dives into Max's offer! For new users, HBO Max's proposal expands its catalog, while adapting to the diverse preferences and needs of the user. With a range of plans, #Max offers options with different features, from the Basic Plan that allows viewing with limited ads, to the Platinum Plan that provides a premium experience with 4K Ultra HD resolution and the ability to download up to 100 contents for offline enjoyment. This variety of options ensures that users can choose the subscription that best suits their tastes and entertainment requirements. The introduction of ad-supported plans on Max in #LatinAmerica and the #Caribbean responds to the global trend towards Ad-supported VOD business models. With the introduction of ad-supported plans in Latin America and the Caribbean, Max is following in the footsteps of industry giants like Netflix, Prime Video & Amazon Studios, #Disney+, and Paramount+, all of whom have embraced this approach in various regions of the world. And here's the kicker: in this region, the 'ADS Gap' between ad-supported and ad-free plans on Max is just around 30%. How's that for value? Now, the question remains: will #Europe see the same difference? Stay tuned to find out! 📧 Do you want to know more about the different business models availability arounf the world? Get in touch with us at info@bb.vision

Here is a fun nugget. Many thought that the rise of streaming (especially with tighter window times) would negatively impact each other, but what if they were actually economically complimentary?  While the theatrical space took a relatively significant step toward normalcy last year, spending on digital purchases of theatrical titles (electronic sell through and Premium VOD) was up more than 13%, according to UK-based research firm Omdia. In fact, purchases rose more than 30% percent for theatrical titles like Barbie, The Hunger Games: The Ballad of Songbirds and Snakes, Indiana Jones and the Dial of Destiny, Mission Impossible: Dead Reckoning Part 1, Oppenheimer and The Super Mario Bros. Movie. Go figure. Btw, overall disc sales and rentals dropped 25% for the full year so don't expect Netflix to bring them back. https://lnkd.in/gQghmRKb

Interesting news update you bring up! Definitely think that the rise of streaming on demand is becoming the more dominant form of entertainment consumption, but what could this imply for the theatrical distribution business? Will this be a threat that could heavily impact theatrical sales and cinema business? I think it’s definitely something for theatricals in the industry to consider… #theatricaldistribution #theatricalspace #entertainmentnews #entertainmentindustry #entertainmentbusiness #streaming #streamingsales #homeentertainment #streamingbusiness

Many analysts have rightfully pointed out that Disney's large investment in Epic Games isn't *guaranteed* to succeed. However, I find myself agreeing with Bob Iger about Disney entering a new era. The exciting strategic move was that the investment WAS a risk. For SVOD to carve out its own space in the shifting media ecosystem, we need global streamers to take risks, to adopt different strategies, to innovate. Several years ago, Samuel Vahdati and I wrote a blog exploring how streaming fatigue and 'all-you-can-eat' bingeable content was reducing the number of series and movies that we actually remembered. I called it 'streaming amnesia'. We spent day-in day-out pouring over Digital i's SVOD viewing data and we saw a pattern emerging: we weren't alone in streaming amnesia - others were running through content so fast they couldn't namecheck a single character either. After a deep analysis of the content that managed to stand out in the ever-growing streaming crowd, we started to see patterns. To stop your content from sliding into the distant memory of a viewer, you need to keep the conversation going long after they've binged through the first season. It's nice to see some of our ideas coming to life with Disney's exciting announcements. Here's the blog if you're interested: https://lnkd.in/ewYRZ_pi If you'd like to have access to the data that helped my team spot trends & opportunities several years in advance, then give us a shout here: https://lnkd.in/eQsimmaz

From Variety: [V] Warner Bros. Discovery launched HBO Max a year ago in the U.S.. What’s your assessment of its track record so far? JBP: It’s almost two years since these (Warner Bros. Entertainment and Discovery Inc) came together. In August of 2022, we laid out for the first time our new vision for #streaming strategy as the new company. And we said a couple of things are just important because I think it sets the context for where we are now. We said we’re not going to keep going with the subscribers at all cost kind of mentality that was driving both companies plus the industry. And our focus was going to be profitable growth. That was one. Number two, that it was going to be a multi year journey. It’s not going to happen overnight. And we gave a three year outlook, which we said at the time we were losing $2.5 billion. We obviously had the two different products, HBO Max and in some markets it’s discovery+, that we were going to be migrating and by 2025 it would be a billion dollars in profit and 130 million subscribers globally. But we would prioritize profitability versus hitting a subscriber number. We’re now one year into the three-year plan to reach profitable growth and the good news is that we hit the profitability faster than we expected — we went from losing $2 billion in 2022 to making $100 million last year. So we turned around a $2 billion loss in one year. [V] Do you think there’s room to become even more profitable going forward with Max’s launch across #Europe? JBP: We always expected the growth part to come in the next two, three years because our business right now is – unlike The Walt Disney Company or Netflix, where the majority of their revenue and subscribers are outside the US — our business today is still, revenue-wise, 80% in the U.S. And HBO Max or Max are only available in less than half of the addressable markets and subscriber bases that Netflix and Disney have. So we’re not in the big four European markets yet. We’re not in the U.K., we’re not in France, we’re not in Germany, we’re not in Italy, we’re nowhere in #Asia. We’re not in the Middle East and we’re not in Africa. So the next phase of our kind of three year plan, which is exactly where we expected to be in terms of the rollout, is our international roll out. We launched in Latin America in 39 markets in February. We obviously are now launching in about 25 markets here in Europe in this first wave over the next couple of months. And then there will be more markets to come but we’re still not going to be in the three big European markets until later, until our deal with Sky ends. What do you anticipate in the big European markets, which are mature and very competitive already with a wealth of streamers available? JBP: I think we recognize that we’re sort of late to the party. On the other hand, we’re not in the widgets business. We are selling something that is unique, IP brands and franchises that you can’t get anywhere else.

The Walt Disney Company beat Wall Street's expectations in their most recent quarterly earnings announcement. In spite of a net subscriber loss in Disney+'s core subscription base, Disney's cost-cutting and pricing strategies led to an overall increase in ARPM (average revenue per member). Streaming losses fell dramatically compared with the previous year & quarter. Disney continue to advise shareholders to expect their #SVOD businesses to become profitable by the end of the year. Along with the positive financial indicators, Disney announced the launch of two sports streaming services and a large investment into Epic Games. So, what does all this mean? Are Wall Street's worries regarding the SVOD business model now null and void? Not at all. This just shows how we've reached the phase of consolidation and transformation. Disney is succeeding in cutting costs and strategically moving forward in the areas where they have the most expertise and where their content slate shines. When the streaming wars were first heating up we delved into the rise of transmedia storytelling and the unique experience fans could get from the new digital landscape of content: https://lnkd.in/efbBPSDZ We're inside the view, are you?

Overall, Warner Bros. Discovery ended the year with 97.7 million direct-to-consumer subscribers, including 1.3 million from the BluTV acquisition. WBD also passed the milestone of posting positive adjusted EBITDA for streaming for the full year – of US$103 million – thanks to positive numbers in the first and third quarters. The streaming growth in Q4 all came from international business, with international streaming subscribers rising by 2.3 million over the quarter (including BluTV and TNT Sports Chile) to end with 45.6 million, offsetting a domestic North American decline. International ARPU declined, however, from US$3.98 to US$3.88. The more lucrative domestic US and Canada streaming subs base dropped by 600,000 during the quarter to end with 52 million, with ARPU rising from US$10.83 to US$11.65. D2C distribution Q4 revenue increased by 4% excluding currency movements, primarily attributable to new partnership launches, price increases, shifts from wholesale to retail, and the transfer of TNT Sports Chile. The division posted a top line of US$2.167 billion for the quarter. Source: Digital TV Europe

"Six of One, Half Dozen of the Other" Warner Bros. Touts Streaming Profit Amid Company-Wide Loss—Warner Bros.’ Max is profitable for the first time, beating rivals Disney Plus and Paramount Plus to that coveted declaration. But that wasn’t enough to save Warner Bros. Discovery from a worse-than-expected loss. The Hollywood strikes, declining ad revenues, a weaker economy, and a lack of hits following last year’s Barbie movie were to blame. While Max may be broken out on Warner Bros. Discovery’s balance sheet, it’s impossible to separate the fate of streaming from other parts of the media ecosystem: content costs and traditional pay-TV revenues. On paper, Max makes money, but the reality is, not enough to cover the losses on the other side of the business as pay-TV declines. This remains not only a problem, and the very problem that the existence of Max was supposed to fix. Corp.FreeCast.Com new launch soon. #nextgenstreaming #nomoreappdiving #streamingwars https://lnkd.in/eKJzSTD9