OTT Question Time #6: TMT Funding in a (post) Pandemic World

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Features Finances OTT Question Time PostsOTT Question Time #6: TMT Funding in a (post) Pandemic World

Kauser KanjiJune 8, 2020

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.

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Finances Growth Netflix News SVODNetflix Adds 16m Subscribers in Q1 2020

Kauser KanjiApril 22, 2020

Netflix has posted its latest round of quarterly financial figures with the headline number of a net 16 million increase in global paying subscribers. The SVOD giant now has just short of 183m paid memberships. In its letter to shareholders, Netflix said: “During the first two months of Q1, our membership growth was similar to the prior two years, including in UCAN. Then, with lockdown orders in many countries starting in March, many more households joined...

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Broadcasters Finances Growth News SVODITV Content Production Revenues up 9% in 2019

Kauser KanjiMarch 5, 2020

ITV, the UK’s biggest commercial broadcaster, has published its 2019 financial results which show strong growth across a range of the company’s activities. Content production revenues (via ITV Studios) rose 9% to £1.8bn YOY Long form online viewing broke 500m hours served for the first time (506m compared to 447m in 2018) accompanied by a 6% increase in dwell time and 28% increase in monthly active users ITV Hub registered user accounts were up to 30.8m (vs....

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Advertising Broadcasters Features Finances Growth PostsHow Quickly is Linear Ad Revenue Falling for Broadcasters?

Kauser KanjiSeptember 11, 2019

The world’s biggest broadcasters usually have four main revenue streams: Content production – which is either commissioned independently, in partnership, or self-funded; Content distribution – the content is sold to other broadcasters, perhaps in other territories, or aggregators like Amazon and Netflix; Digital revenue – which comes from digital advertising (AVOD) or subscriptions (SVOD); And linear advertising income which has traditionally been the biggest pot. Together, these revenue streams form something of a virtuous circle...

Advertising Finances News VendorsSynamedia Hires New VP & CFO

Kauser KanjiAugust 27, 2019

Synamedia has boosted its senior team with the appointment of Scott Kewley as VP Advanced Advertising and Data Products. Kewley will lead Synamedia’s addressable advertising and data monetization business, building on the firm’s heritage as an industry pioneer through its collaboration with Sky on the development of the AdSmart personalized ad targeting platform. Kewley has extensive experience in the media and entertainment sector, having worked with tier-one consumer brands and developed strategies and solutions for...

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Finances Growth Netflix News SVODNetflix Posts Q2 2019 Results – Misses Subscription Growth Target

Kauser KanjiJuly 18, 2019

Netflix has posted erratic results in its latest financial results statement for Q2 2019. The streaming giant had expected to grow its user base by 5 million last quarter but could only manage 2.7m new subscribers. Despite this, Netflix still increased average paid memberships by 24% YOY while ARPU increased 3% year over year on a reported basis. Operating margin of 14.3% (up 250 bps year over year) was also higher than its beginning-of-quarter forecast. Addressing the missed...

AVOD Broadcasters Finances Growth NewsChannel 4 Posts Strong 2018 Annual Results with Record Digital Viewing and Digital Revenues

Kauser KanjiJune 11, 2019

C4's VOD service, All4, served 915m views over the year; digital revenues climbed 11% to £138m.

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Finances Growth News TiVo VendorsTiVo Announces Plan to Separate IP Licensing and Product Businesses into Two Independent Companies

Kauser KanjiMay 9, 2019

TiVo today reported financial results for the first quarter ended March 31, 2019. Earlier, the Company also announced a plan to split its Product and IP Licensing businesses into two separate independent companies. “We had a solid quarter with a strong focus on company execution,” said Raghu Rau, Interim President and Chief Executive Officer. “Management has, and will remain, focused on driving growth with profitability by executing the previously announced five pillars of growth with profitability strategy....

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Broadcasters Finances Growth News SVODITV 2018 Results – Long Form Online Viewing up 32%

Kauser KanjiFebruary 27, 2019

ITV, the UK’s biggest commercial broadcaster, has today released its financial and performance results for 2018 and reports that long-form online video views on ITV Hub, Hub+ and other ad-supported platforms have increased 32% from 337 million hours in 2017 to 446 million hours last year. ITV Hub, the company’s AVOD service, now has 27.6m registered users – up from 21.3m in 2017. Its SVOD service, Hub+, now has 265,000 paying users (a tripling in...

AVOD Broadcasters Catchup Content Deals Features Finances Posts Strategy SVODExpanding BBC iPlayer & The Challenges in Opening up Broadcast Archives for VOD Viewing

Kauser KanjiFebruary 4, 2019

On January the 7th, the BBC announced plans to reinvent its iPlayer service with the aim of “…making it a destination in its own right, with box sets, live programming and archive titles that champion quality UK content and offer great programmes for longer.” A related consultation document recognises that in the future, “BBC iPlayer will be the main way that audiences watch BBC television programmes and not just a catch-up service”, that Amazon Prime,...

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