Wible's Weekly: Disney, TV Leverage, Mobile Updates, and Ultra HD Momentum - Janney/MediaEntertainment

TV Everywhere DISNEY may be looking to bolster ad sales and exert pressure on MVPDs during carriageretrans deals Starting January 6 DIS will restrict nextday online access of shows to MVPD subscribers that have TV Everywhere deals in place This effectively blocks subscribers from some major MVPDs from watching until 8 days after airing after the C7 measurement ends We believe the TV Everywhere requirement is aimed at maximizing C3 and C7 ratings and are a way to put retrans pressure on MVPDs if subs have no online alternatives to find programs that may otherwise be blacked out during contentious renewals FOXA is also restricting access to NFC postseason games to TV Everywhere subs although the Super Bowl will be available for free to US Internet users Some of this could undermine growth if it pushes subs to AereoNFLX Dominates Again and Other Mobile Updates Smartphones are increasingly being used to view longform video content according to research by Digitalsmiths The survey indicates that 31 of North American Internet users watched fulllength movies on their smartphones while 27 watched reruns of TV shows The most common video subscription was NFLX 42 followed by AMZN 13 and Hulu Plus 9 although the majority 52 did not have any OTT subscription Separately mobile including tablets is also growing its footprint in paid search accounting for over 34 of global paid clicks during the holiday season up from 20 in 2012 However in terms of ad spend smartphones only captured 4 while tablets attracted 8 suggesting significant room for monetizationpricing improvementUltraHD As CES kicks off 4K UltraHD TV sets are likely to generate more buzz Prices are expected to come down significantly in the near future driven by Chinese manufacturers and strong demand in China according the WSJ NPD DisplaySearch predicts UltraHD TV shipments will rise to 127 million in 2014 from 19 million in 2013 with 78 of the demand coming from China Content providers are gearing up for UltraHD as well including NFLX and Sony who launched a video download service and media player with 4K content last year GOOG is now also joining the fray collaborating with manufacturers and electronics suppliers to get its 4K format supported and adding 4K support to YouTube This tech will have major implications for UBB and the future of video games which boast the largest file sizes for any home mediaInApp Purchasing Free apps with inapp purchase account for the vast majority of nonadvertising mobile revenues according to data from app analytics platform Distimo Free apps with inapp items accounted for 98 of Google Play and 92 of Apple App Store revenues This is a significant increase from the 89 and 77 in January 2013 While there is no immediate readthrough for ZNGA the data does suggest that the freemium model continues to be the dominant model for gaming eMarketer estimates that for mobile games in particular inapp purchases will grow from 414 of revenues including advertising in 2013 to 475 by 2017Social Popularity Social media is becoming ever more popular in the US and moving towards saturation according to a survey from Pew Research Approximately 73 of adults use social networks to communicate while 42 actually use more than one social network Naturally FB is the most popular service with 71 use while Pinterest TWTR and Instagram all have very similar usage at 1721 Niche businesscareeroriented LNKD comes in slightly higher at 22 The users of the smaller socials sites tend to use FB as well which could point to compartmentalized use although risk of cannibalization between services remains In terms of frequency of use FB also wins 63 daily but it is notable that TWTR 46 trails Instagram 57 while Pinterest 20 and LNKD 13 see less frequent useTony Wible joined Janney Montgomery Scott in 2008 and is a Managing Director covering the Media and Entertainment sector after spending the previous 10 years at Citigroup Investment Researchamp8212most recently covering the Broadcasting and Entertainment Services industries Tony can be reached at twiblejanneycom Janney Montgomery Scott LLC is a US brokerdealer registered with the US Securities and Exchange Commission and a member of the New York Stock Exchange the Financial Industry Regulatory Authority and the Securities Investor Protection Corp Disclosures may be reviewed at Wible39s WeeklyRead all Tony39s MediaBizBloggers commentaries at Wible39s Weekly JanneyMediaEntertainment Check us out on Facebook at MediaBizBloggerscomFollow our Twitter updates MediaBizBloggerThe opinions and points of view expressed in this commentary are exclusively the views of the author and do not necessarily represent the views of MediaBizBloggerscom management or associated bloggers MediaBizBloggers is an open thought leadership platform and readers may share their comments and opinions in response to all commentaries

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Wible's Weekly: Disney, TV Leverage, Mobile Updates, and Ultra HD Momentum - Janney/MediaEntertainment

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