Walt Mossberg and Kara Swisher's D Conference produced some interesting moments.
Following are a few videos to enjoy :
Thursday, May 31, 2007
Wednesday, May 30, 2007
The Tiffany network digitized!
CBS going full blast into digital with Last.fm acquisition
What does corporate brother Viacom/MTV think ?
CBS has been on a tear in the past week, having acquired financial videoblog Wallstrip and now music site Last.fm. These aggressive moves can surely be attributed to Quincy Smith, digital czar at CBS since last fall. Since Last.fm would be a great fit for MTV Networks, it would be interesting to know if they contemplated the acquisition. If not, what countermoves is MTV preparing ?
As for Wallstrip, notice that the url is now http://wallstrip.cbsnews.com.
Monday, May 28, 2007
Interesting data points on online vs. rest of media (ROM)
I've come across some interesting data points on the relative importance of online media vs the rest of media.
cable: $71 billion from monthly subscriptions (incl.phone service) + $31 billion from network fees
newspapers: $35 billion
TV: $31 billion
film : $20 billion
magazines: $20.39 billion
Internet: $16.92 billion
Online media, the most recent of them all, is growing at breakneck speed and is bound to overtake both magazines and film in 2007.
Does this momentous paradigm shift in any way lead to :
1- Hollywood studios thinking past the DVD and giving the market downloadable subscription services, a kind of online HBO experience
2- Large magazine companies to completely rethink their online approach and embrace blo-like features (speed, comments, diversity) on all their properties
Rendez vous at year's end !
In 2006, the 100 Leading Media Companies in the US collectively grosse $268 billion in revenues.
The breakdown is as follows :cable: $71 billion from monthly subscriptions (incl.phone service) + $31 billion from network fees
newspapers: $35 billion
TV: $31 billion
film : $20 billion
magazines: $20.39 billion
Internet: $16.92 billion
Online media, the most recent of them all, is growing at breakneck speed and is bound to overtake both magazines and film in 2007.
Does this momentous paradigm shift in any way lead to :
1- Hollywood studios thinking past the DVD and giving the market downloadable subscription services, a kind of online HBO experience
2- Large magazine companies to completely rethink their online approach and embrace blo-like features (speed, comments, diversity) on all their properties
Rendez vous at year's end !
Tuesday, May 22, 2007
Digital Breakfast - Creative chaos in media is good !
I had the pleasure of attending the first Digital Breakfast this morning, organized by Gordon Platt of Gotham Media Ventures and hosted by Frankfurt Kurnit.
The theme of the discussion : ''Content, who owns what Online''. The panel included Tolman Geffs from Jordan Edmiston, Jonathan Knee from Evercore Partners and Andrew Nibley, CEO Marsteller Advertising.
The panelists all agreed that no one knew where the collision of online and traditional media was taking us and the 2 i-bankers agreed that all the recent deals : Google-Doubleclick, Yahoo-Right Media, MSFT-aQuantive were knee-jerk reactions. One point of contention was the revenue model for content producers.
Interestingly enough, no one mentioned subscription models as stable internet video and music revenue streams.
Yet, looking back at cable, non premium networks aka basic cable were launched as ad-free. Anyone who's watched TBS, TNT, et al knows that ads are as prevalent there as on the Big 5 nets. This could mean that a mix of subscriptions and ads will allow content producers to keep producing.
A few indicators are already showing the way : 2 million subs on MobiTV, continued growth for Yahoo Music, Rhapsody and all the mobile content services (Jamster, etc...).
The theme of the discussion : ''Content, who owns what Online''. The panel included Tolman Geffs from Jordan Edmiston, Jonathan Knee from Evercore Partners and Andrew Nibley, CEO Marsteller Advertising.
The panelists all agreed that no one knew where the collision of online and traditional media was taking us and the 2 i-bankers agreed that all the recent deals : Google-Doubleclick, Yahoo-Right Media, MSFT-aQuantive were knee-jerk reactions. One point of contention was the revenue model for content producers.
Interestingly enough, no one mentioned subscription models as stable internet video and music revenue streams.
Yet, looking back at cable, non premium networks aka basic cable were launched as ad-free. Anyone who's watched TBS, TNT, et al knows that ads are as prevalent there as on the Big 5 nets. This could mean that a mix of subscriptions and ads will allow content producers to keep producing.
A few indicators are already showing the way : 2 million subs on MobiTV, continued growth for Yahoo Music, Rhapsody and all the mobile content services (Jamster, etc...).
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