Together with Kasia Jablonska of Endemol Shine Group, Francesco Denti, formerly of Fox Networks and now advising the Web Stars Channel Group in Italy, and Simon Murray from Digital TV Research, we explored the AVOD market opportunity, AVOD platforms, how commercial deals are structured, how data is used to assess and optimise how content is performing and the role in MCNs in creating sustainable AVOD businesses.
Our guest moderator, Ben Keen, was joined by Louis Kenna of Liontree Advisors, Mike LaSalle from Shamrock Capital Advisors and Timo Argillander of IPR.VC and together they discussed M&A deal flows, funding start-ups and new content, the prospects for global tech players making increasing investments in the TMT sector and whether the industry will inevitably emerge loaded with more debt than ever before.
Together with Simon Murray of Digital TV Research, Maria Rua Aguete of Omdia and Jonathan Broughton of Media Business Insight we talked about SVOD take-up, the average number of SVODs per household, changing consumer behaviours and the elasticity of viewer’s TV / SVOD spending compared to the rest of their entertainment budgets.
Together with Simon Thomas of GroupM, Leon Siotis of SpotX and Alan Wolk of TVREV we talked about why, when TV and OTT viewing is soaring, broadcaster advertising revenues have plummeted. We also discussed regional differences between the UK, Europe and the US and the prospects for an advertising recovery later this year and in 2021.
Together with Bjarne Andre Myklebust of NRK, Kerensa Samanidis of M&E Digital Consulting and Allan McLennan of PADEM Media Group, we discussed the effect of the various national lockdowns on broadcaster, operator, pay-TV and service-provider roadmaps. Specifically, their operational, product, strategic and technical plans and how they've rapidly evolved in Q1 and Q2 2020.
Earlier this month I suggested that the Streaming Wars should more accurately be described as the Streaming Skirmishes because although this wasn’t a winner-takes-all scenario, and that multiple SVOD services could happily coexist, even if (hypothetically) one champion emerged they’d still then need to tackle the wider threats for attention and eyeballs from editorial, gaming, social, real-life experiences and eventually, AR / VR.
It’s still fun to play the game, however, and try to address