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2019 Black Friday Preview for TVsNovember 18, 2019Annual look at upcoming TV promotions and expectations for Black Friday in the US, including key retailers roundupSubscribers Only
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US TV Holiday Promotions Kick Off with Sam's ClubOctober 28, 2019The 2019 US Holiday selling season kicks off in early November, as retailers try to avoid the crunch around Black Friday, and get consumers' holiday shopping dollars in as early as possible. The ad for Sam's Club One Day Only sale on November 9th just dropped. We breakdown the highlights for TV.Subscribers Only
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US-China Tariffs Escalate - CE tariffs increased from 10% to 15%August 26, 2019On August 23rd, China raised tariffs on about $75 billion in goods from the US, including agricultural and automotive products. In response, President Trump announced later the same day that he was raising the impending tariffs on about $300 billion in goods from China, broken into two waves, from 10% to 15%.Subscribers Only
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AT&T loses 946,000 TV subscribers in Q2 2019August 07, 2019In a blow to the already-fragile business of pay TV, AT&T announced that it lost 946,000 pay TV subscribers in Q2 2019. The losses were mainly premium (legacy DirecTV and U-verse TV subscribers), the company ending the quarter with 22.9 million TV subscribers. In the same quarter, the company increased broadband subscribers by 45,000 and mobile subscribers by 3.9 million. Subscriber revenues (from TV, broadband, and mobility) grew 1.6% in the quarter to $11.4 billion, following a contraction of 0.5% in Q1 2019.Subscribers Only
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TCL Group Business Structure and Analysis 2019July 08, 2019TCL's rise to #1 in North America during Q1'19 highlights consistent growth, especially via TCL's OEM business. It's worth taking a deeper look at TCL and how their recent growth is affected by corporate relationships and recent restructuring.Subscribers Only
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Critical week of US-China trade war decisions for TV MarketJune 24, 2019The Consumer Electronics industry is in the middle of two critical weeks related to the US-China trade war, and the implications for the consumer electronics industry broadly, and the TV industry specifically, are significant. This analysis breaks down the current situation, impacts of key decisions.Subscribers Only
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2018 Black Friday Preview - TVsNovember 09, 2018Most of the major retailer ads for Black Friday have been released/leaked, so it is time to roll out our annual preview of the deals for TVs and how they compare to years past. A significant increase in the number of 50" and larger sets as anticipated, with a focus on 60"+. Highlight - A 60" 4K LCD TV is available in 2018 for the same price as a 32" HD LCD TV in 2008, just under $400! Please download the attached presentation for the full analysisSubscribers Only
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Sam's Club Kicks Off 2018 US TV Selling SeasonOctober 30, 2018Each year, usually a few weeks prior to Black Friday in early November, retailers are eager to be the first to start attracting eager buyers ahead of the official start of the holiday shopping season. These early promotions seem to attract a decent amount of buying interest, especially if the retailer is less likely to participate as aggressively during Black Friday. Sam's Club, a member-only US warehouse club retailer, has published the circular advertisement for their November 10th One Day Savings Event. TVs are predictably a prominent feature of the sale, and we break down how this might be very early indicators of Black Friday pricing.Subscribers Only
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TV sets excluded form China TariffsJune 15, 2018On June 15th, the US Office of the Trade Representative released the final document indicating which of the more than 1,300 products were to be included in tariffs against Chinese imports. The final list included more then 800 products, and an additional 280 were proposed pending public comment, totaling $50 billion in imports. TVs were initially on the list of products, causing panic among the CE industry, but intense lobbying led to TVs being dropped from the list of products.Subscribers Only
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Comcast makes its offer for Sky officialApril 25, 2018Comcast has made a formal offer for Sky, valuing the UK-based satellite operator at £22 billion ($30.7 billion). Today's official offer of £12.50 represents a premium of more than 16% over 21st Century Fox’s offer for the 61% of Sky it does not own. Sky's independent board of directors has this morning withdrawn its recommendation of the Fox bid, making a battle for ownership of Sky between Comcast, Fox and possibly Walt Disney Co, seemingly inevitable.
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Disney launches ESPN’s long awaited direct to consumer offerApril 17, 2018Disney has launched online subscription service ESPN+, which will feature 10,000 live MLB, NHL and other live events. The service, which launched on 12 April, is meant to supplement existing linear pay TV channel strategies, and will feature content which is not available on the company's existing linear channels. It is built on technology provided by BAMTech, which Disney took a majority stake in last year, specifically to enhance the company's streaming initiatives.
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YouTube TV adds Turner to its lineupFebruary 21, 2018YouTube TV gave a nice Valentine’s Day present to its sports-loving subscribers - the gift of Turner Networks, and several NBA, MLB, and NCAA games. The Turner networks added were: Adult Swim, Cartoon Network, CNN, Headline News, TBS, TCM, TNT, and TruTV.Subscribers Only
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Growth in OTT video in 2017 fails to offset the continued decline in US pay TV subscribersFebruary 20, 2018Full year results for key TV operators in the US have shown that subscriptions to linear pay TV services are continuing to decline. Subscriptions to TV and online video services are estimated to have fallen by 675,000 subscribers over 2017 – a year-on-year decline of 0.7%. This represents an improvement on the previous year, which saw declines of over one million pay TV subscribers. The year did see growth in broadband-delivered live TV services such as DIRECTV Now, Sling TV, and PlayStation Vue, however.
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In 2018, Analytics and AI in Healthcare Look to Take Center StageJanuary 04, 2018The 103rd Scientific Assembly and Annual Meeting of the Radiological Society of North America (RSNA) brought together over 50,000 attendees at Chicago’s McCormick Place from November 26th to December 1st, 2017. Companies of all sizes brought their A game to the exhibit floor with leading companies showcasing gargantuan booths filled with the latest and greatest medical imaging technologies.
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2017 Black Friday Preview - Early Observations on TV PromotionsNovember 09, 2017TVs are always a critical category in consumer electronics for the holiday season, Black Friday in particular. Spectacular prices on TVs drive traffic into retailers, but while 2016 discounts were large and drove strong traffic, 2017 is looking considerably more muted. Many of the major Black Friday advertisements have been released, and although there can be some last minute adjustments, we have analyzed the known pricing and provided our thoughts on prices, brands, retailers, sizes and more. Please be sure to download the presentation to get the complete and thorough breakdown, comparing Black Friday 2017 against prior years. There will be follow up analysis after Black Friday once we have had an opportunity to review the activity.Subscribers Only
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Consolidation continues, Cincinnati Bell buys Hawaiian TelcomJuly 14, 2017U.S. regional telecom operator, Cincinnati Bell, announced a merger with Hawaiian Telcom for $650 million (including the assumption of debt). The merger will be a big boost to its pay TV segment, which will see IPTV subscribers at Cincinnati Bell jump from 141,000 to a combined 183,771.Subscribers Only
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Dramatic TV Share Changes Possible in 2017May 31, 2017Significant TV market share shifts are possible in 2017 related to supply chain dynamics, such as access to adequate panels, as well as who is most aggressive in pricing among a relatively weak level of price erosion. As a result, some brands may have the opportunity to take advantage of such changes to gain share in some regions. Already in Q1'17 we have seen some significant changes in share, such as a dramatic increase in Sharp shipments in China and a surge in share by TCL in North America. Both brands have captive supply chains for LCD panels. The attached analysis highlights these shifts as well as some important changes in the Japan domestic brand share situation.Subscribers Only
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Carriage and retransmission disputes characterise early 2017 in US pay TVJanuary 05, 2017At the turn of the year – as in previous New Year periods – another round of heated negotiations was taking place between programmers and pay TV providers in the US.Subscribers Only
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AT&T targets new audiences with pay TV lite streaming service DirecTV NowDecember 05, 2016AT&T has launched its online pay TV service, DirecTV Now, taking aim at the 21.2 million households that do not have a pay TV subscription, and households on the brink of cutting the cord. The unveiling of DirecTV Now is the first step in the telco’s plans to deliver video over its in-house-developed IP infrastructure – AT&T developed all aspects of the platform and does not rely on any other technology partner.Subscribers Only
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2016 Black Friday TV Promotions AnalysisNovember 16, 2016Key 2016 Black Friday promotions have been released in the US. This analysis of the TV promotions includes summary of promotions, comparisons against previous years and key highlights. Please download the attached presentation for complete analysis and summary.Subscribers Only
