Nielsen to measure Connected Society streaming content, viewers

Nielsen to measure Connected Society streaming content, viewers

Given the growing number of cord-cutters in the U.S. as more shift from broadcast TV to a variety of streaming services, Nielsen (NLSN) is pivoting its business model to ride this Connected Society tailwind. Give the enormous pool of advertising dollars that are at stake given the shift in viewer consumption habits it makes perfect sense that Nielsen would look to remain relevant lest it sees this revenue stream evaporate alongside the number of people still watching broadcast TV.  As the new ratings are tallied and compared, we suspect that Nielsen’s findings will confirm our Content is King investment theme as well.

Nielsen is hoping to make the viewership numbers for the shows airing on streaming services a little less of a mystery. The company is today announcing a new service, Nielsen Subscription Video On Demand (SVOD) Content Ratings, to measure streaming services’ programs in a way that’s comparable to linear TV. That includes ratings, reaches, frequency and segmentation reporting, Nielsen says.In other words, the service won’t just track the number of people streaming a show, but the audience makeup as well – like the viewers’ ages, for example. It will also help content producers track their shows’ full lifecycle – from airing on TV, to time-shifted viewing via DVRs and other on-demand options to streaming services.

Nielsen’s new offering initially only works with Netflix, but expects to add Amazon Prime and Hulu in 2018.

Source: Nielsen will now measure TV audiences on Netflix | TechCrunch

Content is King movie studios eyeing Connected Society solutions like  Apple iTunes rentals

Content is King movie studios eyeing Connected Society solutions like  Apple iTunes rentals

 

Through our thematic lens, we see this as Content is King meeting the Connected Society, a theme that has led to much creative destruction over the last several years. With Netflix (NFLX), Amazon (AMZN) and now even Apple (AAPL) moving into proprietary content that is streamed to wherever and whenever consumers want, perhaps it’s about time the movie studios ranging from Sony (SNE) to Disney (DIS) and 21st Century Fox (FOXA) get on board. Should it come to pass, it will smack Regal Cinema (RGC), AMC (AMC) and other movie theater businesses right in the high margin snack business. We suspect the Cash-strapped Consumer is hoping for such a move to happen.

Movie studios looking to set up early-access rentals with companies like Apple and Comcast may reportedly push ahead with those negotiations and skip revenue sharing with theater chains, if the latter don’t reduce their demands.Early-access rentals would let people stream movies through services like iTunes just weeks after their premieres, possibly while they’re still in theaters. To appease exhibitors, studios have discussed a revenue split, but balked at proposed long-term commitments up to 10 years, according to Bloomberg sources. For the end customer, early rentals would likely cost between $30 and $50.

Source: Movie studios may sidestep theater chains in deals for early Apple iTunes rentals