Netflix don’t share much data but have said that the Irishman had 26m people watch in the first week - and watch means 70% completion - so that’s about 2 and a half hours. The Irishman got 5 Golden Globe nominations - and Netflix programmes got 34 in total.
But neither the quantity or quality insulates them from the new - cheaper - competition. A Bank thinks they will lose customers without a lower price point - and to do that they will need ads to compensate for lower subscription revenue. Amazon are showing the way with their IMDB service (Infectious share our enthusiasm) and Spotify is another good model.
Having ads in their Premiership coverage didn’t stop Amazon driving record new subscriptions on each of the days the matches were shown. To be fair we have heard of people having problems streaming the games, but these people have similar issues with Netflix etc so it’s an infrastructure issue. And the appetite for sport is growing - Amazon now has Champions League rights for Germany.
The current UK rights holders are rethinking how they package sport with BT introducing a monthly pass as an alternative to the traditional contract. Sky seem to have made this work with NowTV passes. Lots to learn from how the NBA are innovating in their new deal with Disney owned ESPN.
More evidence of the benefits of an ad model from the success of Roku but their dominance is under threat from Google, Amazon and Apple. I was told that Amazon scrutinised the IPO documents of Roku and were impressed by the size and resilience of the Roku ad model.
Constant innovation with AR as Cameo, a new Snap feature, lets you add your selfie into Video and a fashion brand has used AR in an interesting way on T shirts. Google are adding depth into their ARCore kit - and whist this can all seem a bit of a novelty, Google have enabled AR in search results and talk of use cases like trying shoes on in ecommerce ads.
I think AR will be normalised quite quickly and it’s worth thinking now about how you could solve problems for your customers with this technology
Some data from SocialBakers suggests that Instagram Stories are now 10% of all Facebook ad revenue and has grown by 70% over the past year. Pinterest want some of this ad action and are developing the way brands can access their trends data
The effect of privacy initiatives and the reduction of tracking with cookies is quantified with some data from Rubicon saying ad prices for Safari users have plummeted by 60% over the past two years. Adweek have a good round up of the move to a post cookie world.
I am fascinated by live streaming and how Chinese influencers are using this approach. This WSJ piece is an in depth look at what is already a $4bn business in China. Keen to know about anyone doing this in the West.
The crossover between DTC and Luxury brands is increasingly strong - with both sides learning from the other. But luxury budgets tend to be a whole lot bigger. This is a good look at luxury Digital Marketing - and shows how important Google Shopping Ads are becoming. So no surprise that Google have hired an ex PayPal exec as the President of Commerce.
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