Sunday, December 30, 2012

Facebook Deals & TVOD

November 15, 2010
For an informed view on connected entertainment in the UK & Ireland, visit Cue Entertainment 


For many years there has been just one mantra to take into account when seeking new business premises. 

Although we live in connected times, the advice remains the same: “Location, location, location”, since without footfall, retail businesses are in line for failure. Even when there is plenty of traffic in and around an area, there’s still no guarantee that potential shoppers will find stores and services that are “off the beaten track”, or that passers-by will come in to discover the very thing they were looking for.

A location-based service (LBS) launched in the US that comes to the UK early in 2011 might just change the conventional wisdom. Unlike previous efforts, the newcomer rides on the back of a social network that already boasts 500 million members around the world. If it achieves the success that many observers predict, Facebook Deals could bring new life to the high street.

Fans of “The Apprentice” will have watched in wonder as contestant Alex Epstein failed to impress Alan Sugar with a suggestion that in Manchester’s Trafford Centre his team should locate a promotional site at the opposite end from the team’s one-day fashion store. His attempts to explain how to get from one end of the complex to the other might have been prefaced with the proverbial “If I were you, I wouldn’t start from here at all.”
Facebook Deals would not necessarily have prevented “The Apprentice” player from being fired but they would have allowed his team to market their merchandise to the smartphone user demographic most likely to be interested in fashion.

Although LBS has been on offer before, notably by Foursquare and Groupon in the United States, the entry of the world’s most popular social network into this market is a sign that the concept will become mainstream. Facebook encourages potential advertisers to develop links to their own applications and no doubt there will be an increase in pedestrian collisions, as shoppers wander around shopping malls and city centres with their eyes glued to their phones, as they search for yet more “deals”.

Promotions and deals can be limited to a single time slot or store, or may be extended to every outlet in a chain and there are no charges for a business to use it. Examples of how Deals might be exploited include discounts for the first 100 customers to arrive, two-for-one promotions via an on-screen voucher and charitable donations at the checkout.

Gap has already given away 10,000 pairs of jeans to Facebook Deals users in the US, around 25 free pairs per store. Few of those lucky recipients would have started their day by planning a visit to a clothing retailer; once inside Gap, how many made additional purchases were made? Upon the answer to that question, the future of Facebook Deals will depend.

It has been a good week for transactional video. The CEO of US Video On Demand streaming TV service Hulu, Jason Kilar, told a San Francisco conference that revenues for this year are expected to reach $240 million, almost double the 2009 figure of $108 million and well ahead of predictions. More than 30 million users viewed Hulu TV and film content in October, watching an average of eight streams each.

The predominantly advertising-supported Video On Demand service from Hulu delivered 800 million advertising streams last month alone, on behalf of 350 clients. The company is now piloting Hulu Plus, a subscription service for premium content that will be offered, with limited advertising, for a monthly charge of $9.99.

Kilar defended the decision to allow advertising on Hulu Plus and claimed that a survey showed viewers were happy to pay a lower rate in exchange for the occasional commercial message. He also told the audience at the NewTeeVee conference that 41% of every dollar earned from premium content comes from advertising, while just 30% is derived from subscriptions.

While the ad-backed VOD service is blocked for Google TV, Sony Bravia owners and Xbox users, Hulu Plus will be available to all who are prepared to subscribe. “Our ambition is to be on any internet-connected device on the planet. We could certainly be on any internet-connected device tomorrow if we wanted to,” said Kilar.

Of course, there has been talk of Hulu of coming to the UK but Screen Digest Senior Analyst and Head of Broadband Dan Cryan says that the imminent arrival of YouView, the erstwhile Project Canvas, could mean that other services have missed the boat.

Cryan said, “Google TV will be a difficult sell in competition with the similarly specified YouView. Content owners see a risk that the mistakes that they made with YouTube, which some have called the ‘engine of piracy’, could easily be repeated with Google TV.” He notes that TV companies are worried about the possible sale of advertising alongside their content although Channel 4 and Channel Five have negotiated agreements to prevent others advertising in front of their shows.

Cryan says that the provision of subsidised boxes by ISPs will help YouView to succeed, particularly because it will be supported strongly by its content partners. “Google TV is not going to take over the world,” he says.
Sony might have other ideas since this week it announced the arrival of an internet Blu-ray Disc player with integrated Google TV. Available in North America only at the moment, the $400 fully specified player comes with a QWERTY keyboard as a remote control and will compete with the Logitech Revue box, which is $300 but lacks a disc drive.

The Sony announcement coincides with a report from market research company DisplaySearch, which claims that internet-connected devices are storming ahead of 3D TV sales. The organisation predicts that worldwide shipments of connected TVs will exceed 40 million in 2010, rising to 118 million in 2014. In comparison, 3DTV shipments this year will number 3.2 million, which is less than 2% of total 3.2 million flat panel TVs sold.

“It’s an exciting time for the connected TV sector, a battleground where TV manufacturers, internet video companies, free-to-air broadcasters and Pay-TV services are rushing to stake their claim,” says DisplaySearch Director of European Research, Paul Gray. “Most of the TV supply chain senses that this is a seismic shift in the usage of TV that will be far more significant than 3D, which will not alter TV function or usage patterns.”
He points out that the larger part of the marketing spend has focused on 3DTV, yet consumers choose to spend their money elsewhere. Sony, or at least the CE division, will benefit whichever way the market decides.

Although the US can be a useful touchstone for future trends in the UK, home entertainment audiences on the other side of the Atlantic do not always follow the same path. Nevertheless, it is worth noting the research report published this week by the Arizona-based market analysts In-Stat, which indicates continued growth in VOD revenues up to 2014.

In-Stat Principal Analyst Keith Nissen says, “Realistically, Electronic Sell-Through (EST) cannot replace historic retail DVD video sales. However, the migration of DVD rentals to online transactional VOD services will help fill this revenue gap. Subscription VOD will see the highest growth rate, but also the most intense competition.”
Screen Digest’s Cryan says that enthusiasm for VOD in the UK has been evident for several years but take-up predictions have always been far too high. Today, catch-up TV services led by the BBC iPlayer have transformed the VOD landscape. Commercial services also do well, and Cryan notes “a good chunk of ITV ad revenues coming from the ITV Player’.

Cryan says, “The really interesting news of the moment is the healthy growth in VOD, which comes at the expense of the EST market.”

No comments: