SECTION 5

Posted on Wednesday April 13^th 2011 at 02:53pm. Its tags are listed below.

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broadcastassassin:

mikehudack:

tanya77:

My friend + Credit Suisse Media Analyst, Spencer, just handed this to me. YUM.

Spencer is awesome. Say hi for me!

I still cite Spencer’s work from when he downgraded the entertainment sector last September. I would absolutely love to get a look at this, so, yeah, consider me jealous ;)

Here are some tidbits for you:
-In the early 80’s, Broadcast TV accounted for 49% of all TV usage. Broadcast Affiliates accounted for 23%. TODAY, Broadcast TV accounts for only 14% of all TV usage. Broadcast Affiliates account for just 6%.
-Premium Cable TV has maintained its solid 4-5% of the TV audience for the last 30 years no matter the changes in every other aspect of TV usage.
-Even though the Networks were all screaming about having raised 9% more at last year’s Upfronts (of 80% of the inventory), viewership was down by 5%. That viewership decrease (and the percentage of inventory) makes the “9% increase” actually only a 3% increase as far as the analysts are concerned. When you also figure in the sale of Scatter Inventory (-1% increase) and a couple of other factors, the Weighted Average Revenue Growth was only 0.7%.
I know these are all Traditional TV tidbits, but the Media is usually successful at not letting these facts get around. We know the rest of the info in this report because we live online: the effects and possible future effects of Netflix’s original content licensing, Google’s production, Amazon’s streaming and production, Hulu’s challenges; but it’s nice to see it all backed up here with charts and summaries.

mikehudack:

tanya77:

My friend + Credit Suisse Media Analyst, Spencer, just handed this to me. YUM.

Spencer is awesome. Say hi for me!

I still cite Spencer’s work from when he downgraded the entertainment sector last September. I would absolutely love to get a look at this, so, yeah, consider me jealous ;)

Here are some tidbits for you:

-In the early 80’s, Broadcast TV accounted for 49% of all TV usage. Broadcast Affiliates accounted for 23%. TODAY, Broadcast TV accounts for only 14% of all TV usage. Broadcast Affiliates account for just 6%.

-Premium Cable TV has maintained its solid 4-5% of the TV audience for the last 30 years no matter the changes in every other aspect of TV usage.

-Even though the Networks were all screaming about having raised 9% more at last year’s Upfronts (of 80% of the inventory), viewership was down by 5%. That viewership decrease (and the percentage of inventory) makes the “9% increase” actually only a 3% increase as far as the analysts are concerned. When you also figure in the sale of Scatter Inventory (-1% increase) and a couple of other factors, the Weighted Average Revenue Growth was only 0.7%.

I know these are all Traditional TV tidbits, but the Media is usually successful at not letting these facts get around. We know the rest of the info in this report because we live online: the effects and possible future effects of Netflix’s original content licensing, Google’s production, Amazon’s streaming and production, Hulu’s challenges; but it’s nice to see it all backed up here with charts and summaries.

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