| | | | | #1 NBCU Signs Streaming Deal With Hulu | | Comcast's NBCUniversal, one of Hulu's owners, has signed an agreement that will put NBCU networks on Hulu's upcoming live TV streaming service. In addition to the NBC broadcast network, NBCU networks on the new live service will include Telemundo, USA, Syfy, Bravo, E!, MSNBC, CNBC and NBCSN. | | WHY THIS MATTERS: With NBCU in the fold, Hulu will have all four major broadcasters available for subscribers. The agreement also includes what the companies called a "framework' for licensing NBC and Telemundo affiliates for carriage on the live Hulu service. | 5 TAKES: B&C | THR | Variety | The Verge | Fortune
| | | | #2 Dish Loses 143,000 Pay TV Customers in Q1 | | In its first-quarter earnings report this morning, Dish Network revealed that it lost 143,000 subscribers in the quarter nearly twice consensus estimates while managing to post increased profits. The losses were nearly double analysts estimates of 72,000 for the period and nearly three times the 63,000 video customers the satellite company lost in the same period last year. | | WHY THIS MATTERS: The actual loss of satellite TV customers was likely much heavier. Dish includes subscribers at its over-the-top Sling TV service in its overall customer numbers. In a research note Monday morning, MoffettNathanson principal and senior analyst Craig Moffett estimated satellite TV losses could be about 320,000. Moffett estimated that Sling added about 177,000 customers in the period, down from 273,000 in the fourth quarter but ahead of the 135,000 additions in Q1 2016. | 5 TAKES: MCN | THR | Fierce Cable | CED | Business Insider
| | | | #3 Hacker Releases 10 New Episodes of Orange Is the New Black | | Over the weekend a hacking group released 10 stolen episodes of Orange Is the New Black season 5 on Pirate Bay after Netflix allegedly refused to pay ransom. Netflix had scheduled the release of season 5 for June. | | WHY THIS MATTERS: The hacking group also claims to have unreleased content from ABC, Fox, National Geographic and IFC. The content appears to have been stolen in an attack on postproduction studio Larson Studios. | 4 TAKES: MCN | Variety | THR | Home Media
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| | | | Due to a glut of new series and increasing on-demand options, the move to original scripted dramas is also showing unhealthy trends as cable networks struggle to find new audiences. To us, it seems like the era of Peak TV driven by an explosion of cable originals is coming to an end. But if syndication content doesnt work and original shows are struggling, there seems to be few options left for programmers.
Michael Nathanson, Senior Research Analyst, MoffettNathanson |
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| | | | Twitter Teams Up With Bloomberg for Streaming News
By Lukas I. Alpert, WSJ
Twitter has found its first partner for its push into round-the-clock streaming television: Bloomberg. The social-media company is joining forces with the global financial news outlet to create a service that will stream news produced solely for Twitter 24 hours a day, seven days a week. More
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