For Comcast and Roku bucking the trends is nothing new. However, Roku is helping power the birth of a new medium, while Comcast is propping up an old one.
Chapter 1: Roku bucks the streaming media player slump (1:10)
Last week, we reviewed Parks and comScore data that shows streaming media player sales growth has slowed to a crawl. Roku Q2 results show it still sees robust sales and growth.
Chapter 2: Conviva connect TV growth data (6:00)
Connected TV viewing hours grew 143% between Q2 2018 and Q2 2019, according to Conviva. At the same time, the quality of delivery continues to improve.
Chapter 4: Connected TV ad sales catching up to social media (11:40)
While more advertisers say they are spending money with Facebook, YouTube, and Instagram, connected TV platforms like Roku and Fire TV are catching up.
Chapter 5: FAST impact on connected TV views (13:00)
Free ad-supported TV (FAST) providers like Pluto TV, Tubi, and Xumo continue to enjoy robust growth. They are helping expand the inventory of ad slots available to advertisers and helping them reach consumers that have abandoned the traditional TV ecosystem.
Chapter 6: Comcast customers bucking the trend (15:30)
Comcast says its X1 TV customers are watching 6% more regular TV this quarter than the same time last year. However, a new Comcast policy towards offering discounts to customers could explain the increase.
Chapter 7: vMVPD viewers watch less linear TV (18:30)
New Nielsen data shows what I have long suspected. vMVPDs watch much less traditional TV than MVPD subscribers.