Google announced YouTube TV, a new streaming service across devices (TV, Tablet, Mobile)that features 40+ channels like NBC and ESPN for $35 / mo. Given the robust content and service offerings on top of YouTube’s massive user base and near-ubiquitous distribution platform, YouTube TV could easily surpass subscriber levels of competitors.
The subscription costs $35 per month with no contract (cancel anytime), and will support 6 accounts (3 concurrent streams), each with its own unique recommendations and personal DVR. YouTube TV can be viewed on any screen YouTube is available on, including mobile devices, laptop and desktop computers, and (more…)
There is lot of bugaboo about the proliferation of digital media in India. India too is estimated to follow the same consumption pattern as in US with surge in internet penetration . However, currently, broadband infrastructure in the country is too inadequate due to which internet penetration is limited to ~27.5%. Further, available wired broadband speeds to paying consumers in India are far below what the service providers promise. A data service package that promises 8mbps typically max out at 5mbps. This is due to high contention ratio (that measures the number of internet users sharing a fixed amount of bandwidth) given limited availability of bandwidth.
Nonetheless, mindset of consumers is rapidly (more…)
Google plans to offer carpooling service via its Waze app to the broader San Francisco area beginning Fall 2016. The company originally tested carpool services with Waze in Israel in 2015 (now broadly available in Israel), and then launched a pilot program near its CA headquarters in May 2016. The next step is reportedly the San Francisco pilot for roughly 25k employees of large San Francisco firms including Wal-Mart Stores and Adobe, in which riders will be limited to two rides a day (for commute). Longer-term, the plan appears to be a broader SF roll-out for all Waze app users in the area.
Waze is a popular navigation app in which users can post notifications and alerts about traffic, accidents, police activity, etc. Google acquired Waze in 2013 for $966mn, which has grown to 65mn active users and continues as its own unit within Google. The carpool feature is similar to that of Uber and Lyft, but not exactly apples to apples. Whereas the latter focuses on a taxi-like service, Waze carpool aims to connect riders to drivers already going a (more…)
Pokemon GO is taking the global app world by storm, and as of today remains the top ranked app by daily downloads in every major market in which it has been launched. This momentum coupled with the app’s strong user metrics, poses a serious risk to time spent in other apps.
According to Sensor Tower, the average U.S. iOS user is spending over 33 minutes playing Pokemon GO (PG) each day. This places PG (more…)
OTT Mobile Apps have been gaining ground for some niche offering. Unlike YouTube having most of its content unlicensed and pirated, OTT Apps have 100% Licensed and Authentic Content to offer for the Indian consumer. Hotstar, Sony LIV etc are the leading OTT Convergence Apps in India.
OTT platforms are able to differentiate themselves by providing one or all of the below services, including,
Live TV and catch up TV, which give users flexibility to view TV content on their mobile handsets. Star was able to aggressively push Hotstar as it has digital rights for the IPL. As per our channel checks, nearly half of Hotstar’s views are cricketing events, implying that the same has strong pull and is able to attract users to the platform.
On-demand movies, fiction and (more…)
As Per Cisco, Internet video views doubled from 2015 to 2016, and video will account for 80% of all mobile Internet traffic by 2019. Google indicated growth in watch time on YouTube has accelerated and is up at least 50% year over year for three straight years. We believe video advertising will follow usage, and global online video advertising spending is expected to increase $19bn from 2015 to 2018 (per Magna Global) to reach $35bn, creating a big opportunity for video content platforms (FB, Snapchat, etc).
Google does not disclose revenues, but indicated in 2015 that partner revenue was up 50% over last 3 years. Based on Online video ad market growth (more…)