Les Echos 20 August 2019
Tom Harrington was quoted in Les Echos on The BBC wants to broadcast its series in catch-up television for a year. Tom said "I can not see the BBC risk losing them to players like Netflix or Amazon Prime who will pay. On the other hand, many programs can only have the BBC as a buyer: for their producers, this means that it will be difficult for them to value the lengthening of this window, which can have consequences for their financing, often completed by the intervention of co-producers or debt finance specialists."
The Telegraph 20 August 2019
Tom Harrington was quoted in The Telegraph on Great British Bake Off goes millennial for 2019 with youngest ever line-up. Tom said it was “no secret that “linear television is struggling especially with younger viewers. Channel 4 is supposed to be the more youthful public service broadcaster. They have to be providing programming for a younger audience than the BBC. So even the presenters, having Noel Fielding is to a somewhat younger audience than who they had previously."
He added that the broadcaster would be looking to make "Their biggest show a hit amongst that demographic while they still can. A lot of viewing is going from traditional linear to online viewing and traditional broadcasters want to be part of that transition to on-demand and internet television."
Medium 16 August 2019
Julian Aquilina was quoted in Medium on The potential of Twitch as a sports media platform. Julian said that this audience “can’t be reached through other mechanisms, like traditional TV or even other online video services, because they spend all their time on [Twitch].”
He added that “Twitch has that social side going for it, but for a lot of people that’s… a real detraction from the viewing experience. Younger audiences may be more comfortable in that environment. There is a real question whether that [will] change over time, whether they’ll revert as they get older and prefer to be in an ecosystem where they are just watching content themselves, not having this window running down the side of the screen where they are chatting with complete strangers about the football match they are watching.”
Les Echos 12 August 2019
Francois Godard was quoted in Les Echos on The mystery still hangs over the future Mediapro channel. Francois said "In Spain, Mediapro played well as an intermediary and managed to sell the rights of the Liga and the Champions League to Telefonica for a good price."
Financial Times 7 August 2019
Alice Enders was quoted in the Financial Times on Tencent plans to buy 10% of Universal Music from Vivendi. Alice said, "the stake sale would be an “equilibrium move” for Tencent, given it would have struggled to justify a 50 per cent share of Universal at such a lofty valuation". She said Vivendi had missed out on a huge windfall by selling such a small stake. “Selling 50 per cent of UMG at an inflated level would have been a really big score".
Financial Times 7 August 2019
Julian Aquilina was quoted in the Financial Times on the rise of online streaming services. Julian said "services like Netflix and Amazon were complementary to the traditional TV viewing habit of many viewers, adding that around half of UK homes still subscribe to pay-TV from companies such as Sky and Virgin Media....But the non-UK services are less regulated than the UK broadcasters — a significant factor behind their success, particularly among younger audiences. ”
The Drum 7 August 2019
Julian Aquilina was quoted in The Drum on the Ofcom Media Nations report. Julian said TV ad sales houses are jointly promoting TV to a new generation of digital-first agencies and buyers. The Drum got a taste of this joint pitch at The Big TV Festival last year.
TV broadcasters are also increasingly attracting online spend. “Online is a growth area for broadcasters too, with online video-on-demand services like All 4 and ITV Hub growing audiences and revenues year after year, and online-friendly investment is going into programmatic buying and more sophisticated targeting.”
Despite a decline in TV ad revenue, “TV advertising is uniquely effective for many brands, which is TV's first line of defence.”
To grow TV advertising’s share, younger viewers must be attracted to the proposition. “Whilst young people are watching plenty of Netflix and Amazon, the programmes are largely what you would find on traditional TV, in fact mainly produced by traditional broadcasters." He pointed to the likes of Love Island or major sporting events. "[Different TV formats] serve different purposes, and it’s very hard to see why young audiences would desert TV completely.”
Questions remain over a Netflix move into advertising, but YouTube has already seized TV ad spend. The broadcast TV ad revenue drop was less in 2018 (-3.9%) than in 2017 (-7.5%) indicating a return to health.
Aquilina concluded: “There are some massive differences between the broadcast and online worlds. TV, rightly, is a tightly controlled environment, with content and advertising regulations and age restrictions. Online still feels much more like the wild west, with its scale and nature proving to be a significant challenge for regulators. Brand safety is key for advertisers, and we have seen many issues over the last couple of years with platforms like YouTube".
SportsPro 6 August 2019
Thomas Thomson was quoted in SportsPro on Amazon Prime ‘an option’ for La Liga rights deal. He said that while La Liga will not want to “dilute the value of their product” by pursuing a streaming-only option with Amazon Prime, the internet giant could provide the league with a solution, having shown “they are open to experimenting with football."
He added that “With the costs of the Premier League and Champions League still weighing heavily on Sky and BT – even with the significant reduction for the incoming Premier League rights cycle – pay-TV players are looking to cut spend on secondary rights wherever possible."
Financial Times 5 August 2019
Douglas McCabe was quoted in the Financial Times on US sports site The Athletic spends £10m to attract UK readers. He said “The whole model is threatening for national and local newspapers."
The Telegraph 30 July 2019
Douglas McCabe was quoted in The Telegraph on Daily Mirror publisher appoints Ladbrokes dealmaker to find answers to its digital conundrum. He said “Simon has done an exemplary job in very challenging circumstances. His strategy of consolidation has been a success. In a declining industry, additionally disrupted by the trading and logistics of the online advertising market, which does no favours for content media, consolidation and scale have been the wisest responses. It’s been an impressive innings.”
The Guardian 30 July 2019
Tom Harrington was quoted in the Guardian on It’s cheesy, cynical and a cash cow. So why are we glued to Love Island? He said "Love Island is a stunning cash cow for ITV. Everything and anything is available for sale; from the water bottles (more than 350,000 were sold last year) to the dresses. You can even travel to Brighton and take a selfie around a recreation of the fire pit. And you just have to look at the viewing figures to begin to understand why ITV can do this: 39 of the top 40 most-watched shows this year by viewers aged 16 to 34 are Love Island episodes. In that age bracket, double the viewers watched Curtis shatter Amy’s world than watched the men’s singles final at Wimbledon. Older viewers can barely stand it –the top episode is only the 25,981st most-watched programme this year for those over 65. And this is why it is so lucrative. Advertisers who want to target youth know that they can reach 2.5 million of them for an hour six times a week, and aren’t wasting money by displaying their clothes, phone plans, health products or food delivery apps to older people who will never buy them. With two series next year ITV will try to extract maximum value from the format before the kids move on."
Digiday 30 July 2019
Francois Godard was quoted in Digiday on French player Le Kiosk is the newest suvscription aggregator to hit the UK market. He said “Those who are on the platform have been a little late to digital transition. They are building a business on the back of wholesale contacts with telecoms providers, and it’s too early to tell if [they] will use bundles as a marketing ploy in the long term.”
Financial Times 24 July 2019
Alice Pickthall was quoted in The Financial Times on Staff at Radio Times owner protest over oil adverts. She said “I wouldn’t be surprised if this was the start of a lot of staff at companies beginning to speak out on climate change. Immediate’s leaders have a real opportunity to lead on this and consumers would see that in a positive light.”
She added that “You need grassroots pressure but you also need people in boardrooms listening and taking these things on as a serious issue."
Variety 22 July 2019
Francois Godard was quoted in variety on International TV Newswire: Streaming Sports, Gen Z on Power, Dutch Detectives & More. He said “Amazon uses trial and error in a lot of areas where they try new things, including sports. I would bet high they will not start by making a big investment on European soccer. I think if they ever decide to go into premium high value sports, they will do it in the U.S. first.”
The Wrap 19 July 2019
Tom Harrington was quoted in The Wrap on Netflix Has Lost $17 Billion in Value in the Last 24 Hours. He said “In all likelihood there will be growth in the current quarter, with big returning original shows like ‘Stranger Things,’ ‘Orange Is the New Black', ‘Money Heist’ and ‘Mindhunter’ — something that “usually results in a boost.”
The Guardian 19 July 2019
Tom Harrington was quoted in The Guardian on The Netflix cash machine needs the kind of hits that money can’t buy. He said “There was always going to be an existential moment for Netflix when it simply couldn’t rely on licensed hits any more. That is sort of now. But other than with Stranger Things and one or two others they’ve not really been able to create their own true hit shows.”
He added that “They have 150 million accounts globally, they can make any show look like a hit. What you don’t see is data that shows how quickly viewing of original content drops within days after they launch it. Shows disappear fast, and a lot of Netflix is populated by largely forgettable shows. Subscribers are maybe coming in to watch an original, which is probably dropped after its second series, and then they turn to stuff they have an affinity with, like Friends and The Office, which is what has made them so important to Netflix.”
BBC News 19 July 2019
Tom Harrington was quoted in BBC News on BritBox: ITV and BBC set out plans for new streaming service. He said there is "Certainly a market for great British content" but that Britbox might be tough to sell. He added that "You're going to get a lot of content that you've seen before, content that you think you might have paid for before, and content that's been free for possibly a year on iPlayer. Why people sign up for services is usually for new, original content, and there will be a paucity of that on this service. It's not going to be a Netflix killer. It won't take over Amazon in any way. What it will be is an almost niche service alongside those two, at best."
Reuters 18 July 2019
Joseph Evans was quoted in Reuters on Explainer: What is the EU's antitrust investigation into Amazon about? He said “You’re controlling the whole interface while you’re trying to compete within it."
Mail Online 15 July 2019
Julian Aquilina was quoted in Mail Online on Experts warn Channel 4's plans to cover busy sporting Sunday may leave fans unaware of how to watch England's Cricket World Cup final. He said "It would be incredibly good for Channel 4 if it gets something above 4 million, but it could be significantly higher if the match is really exciting. When the Ashes were on Channel 4 in 2005 it drew 7m viewers but there is a very different viewing landscape now and obviously the competition from Wimbledon and Formula One."
He added that "One problem that the broadcasters could face is, just how aware are people that the cricket is taking place on free TV? Actually a lot of people won't be aware and the position on the TV guide is actually very important still."
The Telegraph 8 July 2019
Matti Littunen was quoted in The Telegraph on Exclusive: Britons abandon Facebook as usage plummets by more than a third. He said “Facebook has reached a very high level of user saturation in the core markets like the US and the UK, meaning that they have little margin for error before engagement drops from the peak. If Facebook usage were to drop by a third, Instagram would have to double in size to make up for it."
He added that “No messaging app has supported a multi-billion dollar advertising business so far, so WhatsApp and Messenger would not be able to make up for a major shortfall.”