후다닥 뉴스 (sjleem@gmail.com)

'iQIYI'에 해당되는 글 3건

  1. 후다닥 뉴스(6.24)
  2. 후다닥 뉴스(6.20)
  3. 후다닥 뉴스(4.26)

후다닥 뉴스(6.24)

News Clipping

1. Netflix 결국 광고모델 채택할 것이라는 전망
- 경쟁사 임원들이 Netflix가 광고 BM을 결국 채택할 것이라고 견해를 밝혀
- 가장 큰 이유는 구독자 증대로는 급증하는 비용을 충분히 댈 수 없기 때문
- Netflix는 콘텐츠 수급을 위해 작년에만 총 $13B의 비용을 지급한 바 있음
- FCF 이슈를 해결하기 위해서 누적 $10B의 정크본드를 발행했고, 주기적으로 구독료를 인상해 왔으나 경쟁이 심해지면 다른 카드도 모색되어야 하는 상황
- 최근 한 행사에서 COO 테드 사란도스는 자사의 BM이 구독형이라는 점을 분명하게 밝혔으나, 멘트의 뉘앙스(We think for us subscription is just a better way to monetize content)도 그렇고 기사에도 언급되어 있다시피 Netflix가 가진 Data 수집역량은 광고에 최적화되어 있어 언제 광고사업을 시작해도 이상할 게 없음

 

https://bit.ly/2x867Jt

 

Netflix will have to include ads eventually, rivals say

Netflix’s widespread appeal is due in part to the service not featuring the kind of advertising that’s so prevalent on broadcast, cable and ad-supported video services. But some feel like Netflix can’t hold out forever.

www.fiercevideo.com

 

https://www.fiercevideo.com/programming/netflix-cco-ted-sarandos-describes-company-s-use-data

 

 

Netflix CCO Ted Sarandos describes the company’s use of data

Netflix doesn't collect data about its subscribers' identities, but it certainly collects a lot of data about them as they watch, even if those subscribers are anonymous.

www.fiercevideo.com

 

2. Netflix, PC에서 팝업 플레이어 테스트 중

 

https://variety.com/2019/digital/news/netflix-pop-out-player-1203250042/


3. iQIYI 역시 인터렉티브 콘텐츠 제작에 나서

 

https://variety.com/2019/digital/news/iqiyi-interactive-video-his-smile-1203249952/

 

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후다닥 뉴스(6.20)

News Clipping

1. OpenAP, NCC Media와 한팀이 되기로
- OpenAP는 Fox, NBCU, Viacom 모여 만든 가구별 시청습관 등 고객행동 데이터 기반의 광고 플랫폼을 제공하는 JV
- 한편 대형 유료방송 사업자들인 Charter, Comcast, Cox가 보여서 유사한 기능을 하는 JV인 NCC Media를 설립
- 금번 제휴를 통해서 광고주는 NCC Media의 실시간 및 VOD AD Inventory를 구매할 때 OpenAP의 시청자 세그먼트를 활용할 수 있게 됨
-이번 딜의 가장 큰 의미는 방송사와 유료방송사업자가 힘을 합쳐 지속가능한 광고 기반의 TV 생태계를 조성하는 첫 발자국을 남겼다는 것

 

https://bit.ly/2XZnDLR?fbclid=IwAR1Eytd952dQ4kQVBWZMbs_PgodbxoyYCPBOJBrX316EysbYqXtofOVIYdc

 

NCC Media teams with OpenAP for audience-segmented ad buying

NCC Media and OpenAP are teaming up to allow national advertisers to use OpenAP’s audience segment definitions when buying across NCC Media’s linear, VOD and addressable ad inventory.

www.fiercevideo.com


2. Quibi, 2020년 4월 출시에 앞서 백만불어치 광고 판매 완료
- 구글, G&B, 월마트 등 광고주로 나섰으며, 첫해년도 광고 인벤토리 $150M 중 2/3이 이미 판매된 것
- CEO Meg Whitman에 따르면 초기 광고주들은 카테고리 독점 혜택을 누릴 것
- 아직 통신사 광고주는 없는데, 이는 Quibi가 이동통신 사업자들과 독점 배급 계약을 진행중이기 때문

 

https://variety.com/2019/digital/news/quibi-100-million-ads-jeffrey-katzenberg-meg-whitman-cannes-1203247177/

 

Quibi Has Already Booked $100 Million in Ad Sales, Jeffrey Katzenberg and Meg Whitman Say

Quibi, the ambitious short-form video venture from Jeffrey Katzenberg and CEO Meg Whitman, has sold $100 million in upfront ad inventory with six advertisers ahead of its April 2020 debut. Advertis…

variety.com

3. iQIYI, 말레이 Astro와 전략적 제휴를 체결 
- APOS에서 iQIYI가 동남아 10개국에 진출하겠다는 계획을 밝힌 바 있음 
- 이에 따라 말레이시아의 1위 유료방송 사업자인 Astro가 iQIYI 콘텐츠에 대한 유료방송, VOD 및 OTT 에 대한 말레이시아 내의 독점적인 권리를 획득

 

https://variety.com/2019/digital/asia/china-iqiyi-malaysia-astro-1203247128/

 

China’s iQIYI Signs Content, Channel Pact With Malaysia’s Astro

Astro Malaysia, Malaysia’s leading pay-TV operator, has struck a strategic agreement with Chinese streaming platform iQIYI. Astro obtains the exclusive rights to deliver iQIYI content on TV, on-dem…

variety.com

 

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후다닥 뉴스(4.26)

News Clipping

1. Comcast 1Q.2019 실적발표

 

- 분기에 12.1만명의 순감해서 2,085만명 가입자 보유, 한편 37.5만명의 새로운 BB 구독자 추가
- 따라서 Cable Communications 매출은 YoY 4.2% 증가한$14.28B이고 Adjusted EBITDA 9.8% 증가한 $5.73B
( C.F. AT&T 유료방송 2,235만명에 사업부매출 $11.33B)
- 새로운 자산인 Sky는 D2C 및 광고사업 부진으로 5% 매출감
- NBCU는 Olympic과 Super Bowl 비용으로 인해 YoY -12.5% 인 $8.3B 매출

 

https://bit.ly/2L6KOSs?fbclid=IwAR2E8_sNKxx4J-yAcHi55qA3yU0JW56S6DA-9RQ7yblCvtUso0u83B-uEcE

 

Comcast’s Q1 cable revenues rise despite losing 121,000 video subscribers

Comcast’s first-quarter earnings were marked by a steady increase in cable communications revenue despite continuing video subscriber losses.

www.fiercevideo.com

2. 그리고 Comcast 관련 다양한 뉴스들

 

1) 보도에 따르면 Comcast가 Hulu 지분을 Dinsney에 매각을 신중히 검토 중(비공식 출처)
- Pros : 마이너지분으로 아무것도 할 수 없고, 적자인데다 SKY 사느라 들어간 천문학적인 비용($39B)의 처리원함
- Cons : 현재 Hulu 평가가 저평가되어 있고, 30%의 지분은 Disney를 압박하는 미래의 레버리지 가능

 

https://www.cnbc.com/2019/04/25/comcast-is-pondering-a-sale-of-its-minority-stake-in-hulu-to-disney.html?fbclid=IwAR2y3bTSLBA1kwbIttVRr-_h09zMmVkXPid5RZIuT0PZ40lSXT3rArsvhrk

 

Comcast is in talks to sell its 30% stake in Hulu to Disney

The company must weigh a number of different variables before agreeing to a sale.

www.cnbc.com

2) Netflix에서 'The Office'가 빠지는 일은 없어
- '21년까지 공급계약을 조기에 종료하고 Comcast D2C 독점공급할 계획은 없음
- 자사 D2C를 비롯한 기존 서비스에서 감상 가능할 것이라고 CEO Brian Roberts 언급
* 이분과 Comcast는 뭔가 구체제의 최후의 수호자 느낌이

 

https://bit.ly/2ZCR0Fg?fbclid=IwAR2xzDgelZ9YlENR573COeFVflIAM9eUz4JzlWs3rJiTvz2VBZR2GHKMgxU

 

The Office Is Safe On Netflix For Now... - Cord Cutters News

Over the past couple days, stories about The Office leaving Netflix have been popping up all over the internet and fans have some questions. The show is owned by NBC Universal, and Netflix currently has a licensing deal that will make the show available un

www.cordcuttersnews.com

3.[APOS] iQIYI, 동남아 10개국에 서비스 확대 계획

 

- 중국 내 최대 경쟁자인 Tencent Video는 '18년에 태국에 진출(WeTV : 중국, 태국, 한국 및 미국 콘텐츠)

 

https://variety.com/2019/digital/asia/china-ott-streaming-giants-south-east-asia-expansion-1203197624/?fbclid=IwAR0SePf_MT0fus65k8YwQpVDqMBCbxMPXQdaaHVgdVTffCEm_UkpXvkaThI

 

China’s Streaming Giants Seek South East Asia Expansion

Chinese video streaming giant iQIYI is looking to expand its service across 10 countries within South East Asia. The move would be the NASDAQ-listed company’s first venture beyond Greater China. Th…

variety.com

4. Fox, NBCU, Viacom이 OpenAP 2.0 업데이트 공개

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