후다닥 뉴스(10.22)

1. Quibi, T-Mobile과 통신사 파트너쉽 체결
- 최근 ESPN, CBS와 콘텐츠 공급계약을 체결한 Shortform 제작 및 유통 사업자인 Quibi가 T-Mobile과 계약 체결
- T-Mobile이 추진하고 있는 모바일 비디오 플랫폼의 일부가 될 것으로 전망
- 올 초에 T-Mobile이 밝힌 플랫폼의 청사진은 요약하자면 모바일 Roku 쯤으로 해석 가능

 

https://www.fiercevideo.com/video/quibi-signs-partnership-t-mobile?mkt_tok=eyJpIjoiTVdZMVpHRTVaVFEyWm1KaiIsInQiOiJpNUdLSU1oT0h5XC90Zmk2WDJNXC8yaTZSZHp3MEF6XC91SU0rUWRCd29jSVROOGNDRXhyZ0Fka3dVVWZ2WFpCVHBnRFdBTHJFek5jZElHUElxc2x4MExUMVpUdU5wbkVBZ2phUWh2MG9LcVdtQTY0MmVTa2VvN0ZkdGR4WGY1aW56SiJ9&mrkid=25351286&fbclid=IwAR0WEXopmQ8LTuhzTFzCzxaU8h2HuxUlPaOWK-pgSoY5vif2i69e-hWuFfo

Quibi signs partnership with T-Mobile

2. AT&T TV Now, 올해 두번째 가격 인상 단행
 - 베이직 'Plus' 패키지 구독자는 11월부터 $15 인상된 $65/월 청구
- 전신인 DirecTV Now 시절에 낮은 가격으로 구독하고 있는 이용자도 요금인상이 적용될 것
- Youtube TV 등 경쟁 서비스가 $50 이하지만, AT&T TV Now는 별도로 청약할 경우 $15 이상을 요구하는 HBO가 포함된 가격임
- AT&T 각종 통신요금과 결합이 끊어지고, 요금이 인상되면서 2Q 가입자는 134만명으로 YoY 50만명 감소 
- 가격인상으로 확실히 통신 번들링은 HBO Max가 역할을 이어 받을 것이고, AT&T TV Now는 AT&T TV의 대체제 역할 수준에 그칠 것으로 전망

 

https://variety.com/2019/digital/news/att-tv-now-price-hike-directv-now-1203375388/?fbclid=IwAR3RmJ2sc_nb7YlrYBm_o5cb4NDwfiyeFbowKRVGdWdlz2LMxGSsixJ3fsg

AT&T TV Now Price Hike Coming Next Month, Base Package to Cost $65

3. Netflix, 계정 비번 공유에 대해서 관찰하고 있어 
- 3분기 인터뷰 중에 계정의 패스워드 공유에 대해서 모니터링 중이며, 이를 방지(?)하기 위한 고객-친화적인 방법을 찾고 있음(정확히 PUSH BACK으로 표현) 
- 어차피 동시접속 개수를 제한하고 있어서, 패스워드 공유가 큰 문제가 되지 않았음 
- 다만, 매년 수급비용이 증가하는 마당에 계정당 접속자를 줄이는 새로운 계약을 갱신하는 등 조치가 필요하다는 인식을 가지게 된 것으로 해석 가능

 

https://www.cordcuttersnews.com/netflix-is-monitoring-password-sharing-is-looking-at-consumer-friendly-ways-to-push-back-against-the-practice/?fbclid=IwAR3nPUjQ62WVe8esqAwrA7YWy6tmpI-h1DJnN3JSKS4zhvl7XCcp_C_WTYo

Netflix is Monitoring Password Sharing & Is Looking At Consumer-Friendly Ways to Push Back Against The Practice - Cord Cutters N

4. AT&T의 Xandr가 실시간 방송용 광고 플랫폼 clypd 인수

 

https://www.fiercevideo.com/tech/at-t-s-xandr-acquires-tv-ad-data-platform-clypd?mkt_tok=eyJpIjoiTVdZMVpHRTVaVFEyWm1KaiIsInQiOiJpNUdLSU1oT0h5XC90Zmk2WDJNXC8yaTZSZHp3MEF6XC91SU0rUWRCd29jSVROOGNDRXhyZ0Fka3dVVWZ2WFpCVHBnRFdBTHJFek5jZElHUElxc2x4MExUMVpUdU5wbkVBZ2phUWh2MG9LcVdtQTY0MmVTa2VvN0ZkdGR4WGY1aW56SiJ9&mrkid=25351286&fbclid=IwAR1FDtLIVZS0Rx7XP9vKG9HO9ZCtRxyXs6XuDNIwiAVKdPV23SHqMy7Dcms

AT&T’s Xandr acquires TV ad data platform clypd

@_@ NAB 2019에서 Streaming 시장의 경쟁심화에 대한 전문가의 견해를 전합니다(제가 전적으로 동의하는)

“It’s not a battle,” she said. “There are opportunities for everyone.”

 

https://www.fiercevideo.com/video/deeper-dive-streaming-wars-will-have-to-wait?mkt_tok=eyJpIjoiTVdZMVpHRTVaVFEyWm1KaiIsInQiOiJpNUdLSU1oT0h5XC90Zmk2WDJNXC8yaTZSZHp3MEF6XC91SU0rUWRCd29jSVROOGNDRXhyZ0Fka3dVVWZ2WFpCVHBnRFdBTHJFek5jZElHUElxc2x4MExUMVpUdU5wbkVBZ2phUWh2MG9LcVdtQTY0MmVTa2VvN0ZkdGR4WGY1aW56SiJ9&mrkid=25351286&fbclid=IwAR2T0gaLZr7gu7X1qmpyEczpDC60uQc5dzj4Ne0G3FqrA-s90LdA7psYklg

Deeper Dive—The streaming wars will have to wait