Arm's dealing: Sony, ViacomCBS, fine wine and and cote de boeuf
Presented by 43Twenty
Netflix is getting access to Marvel movies in 2022. Receiving more in 2026
Sony announced a five-year deal that gives Netflix domestic streaming rights to the studio’s theatrical releases beginning with its 2022 lineup. This includes Spider-Man: Into the Spiderverse and other Marvel titles. The deal also gives Netflix the right to exclusively pick up movies that Sony is making or licensing specifically for streaming and to pick up films from Sony’s storied library. New movies will be released on Netflix only after they’ve run in theaters. FWIW, several Marvel, Disney, and Star Wars movies released between 2016 and 2019 that have been previously yanked from Netflix are already set to return in 2026. Link | Link
ViacomCBS and Amazon
While others are zigging and clawing back their IP for their streaming services, ViacomCBS is zagging, licensing its programming to the highest bidder. Such as Coming 2 America, which its Paramount studio made, but instead of reserving the title for the launch of its namesake streaming service, they gave up the rights to Amazon. Well, the movie is killing it right now. The movie just became the first featured film to repeat as #1 in Nielsen’s streaming rankings. Coulda, shoulda, woulda, right? Speaking of ViacomCBS and Amazon, the latter owns around 70% of Showtime’s (ViacomCBS) OTT subscribers. If you’re Amazon, you better be taking the team at ViacomCBS out to Per Se for a night of the finest wine and vintage cote de boeuf once we return to normalcy. Link | Link
Pluto TV to surpass $1 billion in ad revenue in 2022
This year, ad revenue’s projected to net $787 million in the U.S, up 78% YoY. By the end of next year, revenue in the United States will surpass $1 billion per eMarketer, including ads on CTV, desktop, laptops, smartphones, and tablets. If you use all of these platforms, you’ll be counted as four monthly active users, which is why I wish FAST services would report on total viewing minutes instead of vanity metrics like MAU. But I digress. At least a report on ad revenue is indicative of something meaningful. I’m watching Pluto TV (Three’s Company channel) as I type this. Link
ViacomCBS buys ChileVisión from WarnerMedia
The acquisition promises to increase VCBS’ footprint in Latin America and bolster its streaming business with new premium content and pipeline to fuel the increasing demand for Spanish language content across Paramount+ and Pluto TV. Link
Classic cult film streamer Cultpix launches with 400 titles
The SVOD service owned by Sweden’s Klubb Super 8 will have 400 titles available initially and anticipate doubling this before the end of the year, with many content deals underway. Link
OTT Aggregator ScreenHits TV launches its first app across desktop, mobile, and CTV
Users can access live TV and receive discounts on various subscription services bundles, which they say can be worth up to 25% off the standard price. The app’s available via Apple, Android TV, Chromecast, and Fire Stick platforms, with smart TV functionality arriving soon. Link
INSIGHTS
Why brand integration in SVOD is key to marketers. Link
Could CNN launch a direct-to-consumer streaming service? Link
Now that WWE is fully converted to Peacock, it wants to make more content. Link
Why Peacock and Netflix could be a perfect marriage? Link
Roku's streaming plans aim to fill the gaps Netflix can't Link
52% of all TVs in the United States are now reported to be smart TVs, up from 45% in 2020. Link
Apple CEO Tim Cook outlines Apple TV+ strategy. Link
Inside BritBox’s strategy to hold the streaming British TV crown. Link
12.2 billion minutes of video were streamed in 2020. Link
27% of subscription streaming video service passwords are shared between multiple households. Link
A MESSAGE FROM 43TWENTY
We help (DTC) streaming services and (B2B) solutions providers accelerate business outcomes. 43Twenty is an OTT growth consultancy and digital marketing agency. We help media, entertainment, and technology companies unlock customer growth and revenue.
Discover more here or send us email to schedule a meeting.
JOIN THE RANKS
Here's a list of some available opportunities within the media and entertainment space. If you have any job listings that you'd like us to share, contact TheStreamingWars@43twenty.tv.
VP, Revenue & Growth - HBO Max
WarnerMedia Culver City, CA Sr. Product Manager, Experimentation (HBO Max) WarnerMedia Burbank, CA Sr. Product Manager - Data Driven Experiences (HBO Max) WarnerMedia Burbank, CA VP, Payments WarnerMedia Miami, FL VP, News Programming Atmosphere Austin, TX Vice President Of Technology Jukin Media Los Angeles, CA
fuboTV
New York City
Discovery Inc
Bellevue, WA
Director, Corporate Development
Roku
New York City
Senior Product Manager, NBC OneApp
NBCUniversal Media
Los Angeles, CA
Sr. Product Manager, Peacock Commerce
NBCUniversal Media
Universal City, CA
Senior Product Manager, Ad Delivery & Yield
ViacomCBS
West Hollywood, CA
IN CASE YOU MISSED IT
Ebook: Optimizing the OTT Customer Journey: Keys to maintaining Direct-to-Consumer Video Growth
We dropped an ebook called "Optimizing the OTT Customer Journey." It explains how streaming video services can increase awareness, inbound traffic, conversions, CLV, and more.
What you can expect to learn includes:
1. Why media companies need to start thinking like software companies
2. Why engagement and retention should be your biggest priorities
3. Nine engagement & #retention KPIs you should be tracking regardless if you're an ad-supported or subscription-based service.
4. How the OTT marketing funnel works
Deck: How to keep your subscribers from hurling their remote at the TV
We recently presented a workshop titled "How to keep your subscribers from hurling their remote at the TV". To attract, grow, and retain subscribers on platforms you own, scaling empathy across each touchpoint, including marketing campaigns, not only keeps consumers from launching the remote, but it is also the key to surviving the streaming wars.
Come grab a copy of the deck we presented, which delves into:
Why OTT brands must focus on product experiences vs. relying on distribution or become faced-with both revenue leakage and data loss
Why MAU is a vanity metric & how to grow subscribers/viewers with customer-centric KPIs
Specific examples citing who is doing it right, and which brands have ample room for improvement
To explore partnership opportunities with The Streaming Wars newsletter, contact TheStreamingWars@43twenty.tv
