Blog: Pay TV - Page 4

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

The Sports Bubble Has Finally Burst for The English Premier League

Cover image for The Sports Bubble Has Finally Burst for The English Premier League

Tim Mulligan

14 Feb 2018

English Premier League

Yesterday the English Premier League (EPL) announced the winners of its triennial domestic TV broadcast rights. As expected the two incumbent rights holders (Sky and BT) retained their privileges to cover the competition domestically.

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Traditional Pay-TV Squeezes More Revenue Out of a Declining Asset

Cover image for Traditional Pay-TV Squeezes More Revenue Out of a Declining Asset

Tim Mulligan

10 Jan 2018

ESPN’s announcement last week about the latest Nielsen ratings showing that this season’s NFL coverage had seen viewing figures decline 9.7 from the 2016 season was startling enough. The follow up revelation that ad revenue had actually increased slightly by 2% over the same period, from $504 million in 2016 to $513 million last year, was a stark reminder of the pay-TV incumbent strategy to increase margins.

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Quick Take: Amazon, the Premier League and Next Gen Sports Frameworks

Zach Fuller

5 Jan 2018

next gen monetisation

In a move long anticipated by MIDiA , Amazon are rumoured to be in the running for Premier League streaming rights. Although they are unlikely to be alone in this endeavour (both Facebook and Google have also been mooted as sports rights bidders), they are arguably in a better position to build a next-gen sports monetisation framework than their rivals.

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The Sports Bubble and What It Means For TV

Cover image for The Sports Bubble and What It Means For TV

Tim Mulligan

4 Jan 2018

The broadcasting of live sport has been a key part of TV’s appeal and underpins the pay-TV ecosystem. However, a combination of entrenched cord-cutting and an ageing audience means that revenues are now moving out of synch with inflating domestic sports rights costs.

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Pay-TV Cord-cutting Versus Savvy SVOD Switchers

Cover image for Pay-TV Cord-cutting Versus Savvy SVOD Switchers

Tim Mulligan

16 Oct 2017

Content Budgets

The news last Thursday about AT&T’s 390,000 pay-TV subscriber losses in the third quarter of 2017 are a salient reminder of the winds of change currently sweeping through the traditional video industry.

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The Emerging Video Content Bubble

Tim Mulligan

9 Oct 2017

For the TV industry, the current period of video content spending is a golden era. Content budgets are the highest they have ever been, as are revenues for the top 22 global TV networks. However, the video content business is inadvertently fuelling a speculative financial bubble, where investment returns are moving increasingly out of synch with the market fundamentals.

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Why LaVar Ball Has Chosen Facebook For His Family Reality TV Series

Tim Mulligan

7 Jul 2017

Facebook has commissioned LaVar Ball for a docu-series, which revolves around his basketball superstar sons - Lonzo, Liangelo, LaMelo and their fast-rising careers in the second most widely viewed sport in the US.

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Altice And The Future Of The US Pay-TV Industry

Tim Mulligan

19 Jun 2017

media investment strategy

On Monday last week, Altice, the fourth largest US pay-TV operator, laid out the details of its planned IPO (Initial Public Offering). With a projected initial public stock price offering of $27-$31 per share, the 45.

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Why Facebook Is Getting Into TV

Tim Mulligan

10 May 2017

Last week there was a lot of coverage around the 51% increase in year on year ad revenue and the additional 80 million monthly active users added to Facebook in Q1 2017. However last week also saw the unveiling of a significant new development in Facebook’s overall usermonetization strategy.

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Forget Cord Cutting: It’s A Bigger Cord With More Strands

Cover image for Forget Cord Cutting: It’s A Bigger Cord With More Strands

Tim Mulligan

11 Apr 2017

Amid all the noise and angst surrounding cord-cutting among the TV industry over the last two years, it is easy to fall into the trap of thinking that pay-TV is facing an irreversible decline. The reality, however, is that traditional pay-TV operators are facing irreversible decline (albeit a relatively slow and steady one), whereas streaming pay-TV is experiencing significant growth (and it really is time to stop thinking of streaming as anything other than another form of pay-TV).

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The Challenge Of Creating Disruptive Pioneers In The TV Industry

Tim Mulligan

31 Mar 2017

At this year’s TV Connect, the headline industry panel was on creating disruptive pioneers. The participants included Mark Wilson-Dunn -the Vice President of BT Media and Broadcast Enterprises, Faz Aftab -Online Commercial & Tech Director at ITV, Felix Tang -Vice President of Huawei Hybrid Video Product Line, and myself as a video industry analyst.

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Why Streaming Video Services Are In Robust Health Globally

Tim Mulligan

24 Mar 2017

Streaming video

Despite the additional probability of a correction in the inflated TV content market, SVOD (Subscription Video On Demand) services globally are in robust health. In mature TV markets, nearly half of consumers now subscribe to SVOD services, with over 50% penetration in demographics for under 35s.

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Snapchat Hooks Up With Vice To Produce An Original Dating Series

Tim Mulligan

15 Mar 2017

Snapchat’s parent company Snap Inc. has followed up on its huge publicity around its recent IPO (Initial Public Offering) to land a significant content deal with Vice Media. Rapper chef Action Bronson (real name Arian Asllani) is set to host an eight episode dating series developed by Vice’s pay-TV channel Viceland entitled “Hungry Hearts With Action Bronson”.

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YouTube Flicks The On Switch With YouTube TV

Tim Mulligan

2 Mar 2017

Tuesday, February 28th could be looked back on as the day when everything changed for the pay TV industry in the US. This was the day when one of the tech majors decided to announce to the world that it was getting into streaming pay-TV in a big way.

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Quick Take: Twenty-First Century Fox Makes Its Move on Sky

Tim Mulligan

9 Dec 2016

Today’s announcement of the tender offer by Twenty-First Century Fox to buy up the remainder of Sky Plc which it doesn’t currently own could be one of the most pronounced outcomes of Brexit for the UK media landscape.

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Why AT&T Has Decided To Acquire Time Warner

Tim Mulligan

24 Oct 2016

The most powerful force in nature is when two landmasses moving in opposite directions come up against each other. The result of these two tectonic plates irrepressibly pushing up against one another is an earthquake and the outcome is always unpredictable.

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Revenues Up But Audiences Down- The TV Sports Conundrum

Tim Mulligan

1 Sep 2016

The 2016 Rio Olympics were bitter sweet for NBCUniversal. The US Network which holds the exclusive US TV broadcasting rights for the Olympics announced both record ad revenues and at the same time a decline in TV viewers compared with the 2012 London Olympics.

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Full-Stack Media and Smart TV: Why LeEco’s Acquisition of Vizio Has Big Implications for Apple and Pay TV Giants

Zach Fuller

4 Aug 2016

LeEco’s (formerly LeTV) $2 Billion acquisition of flat screen makers Vizio is a bold step in the development of full-stack media offerings for Smart TV. The deal essentially buys LeEco directly into the US market by giving them direct access to the customers of Vizio, the California-based electronics company whom have built a respectable niche by aggressively pricing their HDTVs against major competitors, consequently capturing a 20% market share in the US.

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The Reasons Why Comcast And Netflix Have Become Friends

Tim Mulligan

6 Jul 2016

Yesterday’s report on Recode about Comcast agreeing to have the Netflix app available in its X1 platform is the latest twist in a complicated relationship. After years of scoring points off each other with their fundamentally different world views – old media versus tech disruptor – they now both realize that their interests are growingly increasingly aligned.

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Has Apple Woken Up To The Power Of Bundled TV?

Tim Mulligan

14 Jun 2016

Yesterday’s announcement at Apple’s WWDC event that it was partnering with Sling TV (the Dish Network’s online pay –TV subscription service) to be the first media streaming device to feature the new Sling interface for the TV subscription service.

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