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Episode 56: NAB Show Highlights, Earning Numbers from Roku, Netflix, Comcast and Amazon

Podcast Episode 56 is live! This week we highlight some of the news from the NAB Show and detail the technologies and business models we heard talked about the most. We also discuss the trends we saw at the show, vendor messaging, specific data shared from speakers and what impressed us. We also cover some numbers you need to know on cord cutting, P&L and ARRU from earnings related to Roku, Comcast (Peacock), Amazon, Verizon, Meta, Netflix and others.

Companies and services mentioned: Roku, Netflix, Amazon, Verizon, Peacock, HBO Max, Comcast, Brightcove, Harmonic, Haivision, Amagi, IMAX, Bitmovin.

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New OTT Demo Area at the NAB Show: Get Hands-One With Dozens of Streaming Services

At the NAB Show, I’ll be curating a special area on the exhibit floor in the West Hall called the “OTT Demo Area“. These 5 pods will feature hardware from Amazon, Apple, Roku, Google, LG, TCL, Vizio and Samsung – all showcasing dozens of streaming services including: Apple TV+, Amazon Prime Video, Discovery+, Disney+, HBO Max, Hulu+ Live TV, Sling TV, Netflix, Paramount+, Peacock TV, YouTube TV, Tubi, Pluto TV, ESPN+, Freevee, AMC+, fubo, DAZN and many others.

This area is part of the CONNECT Experiential Zone, in the West Hall. Come get hands-on with OTT services, during all 4-days of the NAB Show, for free! Link to area on show floor here.

AMD Announces New Video Processing Unit With the Goal of Enabling Interactive Video Services With Profitability

AMD has announced a new 5nm based ASIC based media acceleration solution, that’s being marketed as the Alveo MA35D, targeting video streaming applications that are highly personalized and interactive by nature, demanding low to ultra-low latency. This PCIe accelerator card is designed to enable up to 32 x 1080p60 transcode channels using the AV1 codec, while also supporting the H.264, and H.265 standards. AMD says the card can achieve a full 1080p60 ABR transcode at 1W for reduced power consumption and cooling.

The Alveo MA35D is targeting the rapid growth of what AMD calls “Second Generation” interactive media applications such as cloud gaming, live eCommerce, watch parties, sports betting, as well as ‘blended experiences’ that integrate many of these services at once. AMD says they anticipated the upcoming opportunity for these use cases several years ago and recognized the challenges in terms of infrastructure and operating costs to scale broadly. Their solution can achieve ultra-low latency transcodes—8ms at 4kp60—by offloading the video pipeline with hardware acceleration of decoding (AV1, H.26x, VP9), scaling, compositing, encoding (AV1, H.264, and HEVC), and additional pre- and post-processing functions.

With this new chip they’ve integrated AI processing enabling “Smart Streaming” to improve perceptual visual quality while simultaneously reducing bandwidth consumption per stream. During my discussions with Sean Gardner (Head of Strategy & Market Development) from AMD Video Acceleration group he stated that, “by creating an AI-enabled, intelligent video pipeline, customers will no longer be tied to the historical inefficient ‘configure for worst case scenario or Set & Forget’ approach when configuring and operating their video transcoding services. Now they will be able to adjust settings dynamically. While this new intelligent, dynamic processing will be able to demonstrate a 25% bandwidth reduction under certain conditions and content types, AI is not fool proof.”

It makes sense that this is why AMD has instantiated a VQ feedback loop. This VQ feedback loop integrates a hardened IP block that monitors in real-time, every frame coming out of the encoder, analyzing the dynamic changes being driven by the AI processing unit to ensure they are operating within the target QoE/QoS range set by the operator.  According to AMD what makes this significant is the fact that not only can they do this in real-time but at full density, providing the ability to transcode 32 channels of 1080p60 using AV1 and consuming 32W for this use case.

There is significant excitement in the industry around the development of video applications with new engagement and monetization models. AMD says it worked closely with leading providers to understand both their technical requirements and infrastructure challenges and tailored their new platform to meet the streaming density, performance, power-efficiency, and most importantly—cost-effectiveness—to scale these use cases. The 35W, HHHL PCIe card is priced at $1,595 USD MSRP, sampling to key customers today and will be in full production in Q3 of this year.

Indian Premier League (IPL) Opening Weekend Records 16 Million Simultaneous Streams, but also Reported QoE Issues

Viacom18 reported the opening weekend of the Indian Premier League (IPL) on Jio Cinema had a simultaneous stream count of 16 million viewers. While the numbers are impressive, Jio Cinema also faced criticism from viewers for streaming quality issues. Users complained on social media for two consecutive days that the English commentary lost its audio feed. There were also reports of “buffering issues, sound problems, screening problems, brightness problems, and pixelated streams”. Some users also reported that the Jio Cinema app crashed during the opening encounter between the Chennai Super Kings and the Gujarat Titans.

Viacom18 isn’t disclosing the average bitrate or percentage of users that were on mobile but the company did say that viewers spent an average of 57 minutes per match. Without more details on the average bitrate, quality of the stream and breakdown on devices used for viewing, it’s hard to compare one live streaming event to another. But just based on the simultaneous stream count alone, it would put IPL opening weekend in the top ten largest streaming events of all time. But please see the caveats above since we don’t have more details from the company to compare the stream to other previous live events.

Executive Interview: Eric Black Discusses the Latest Business Models and Technical Challenges in The Sports Streaming Market

For my latest “Executive Interview” podcast, I sit down with Eric Black, who joins me for a discussion about the sports streaming market. We discuss licensing costs, bundling and packaging of sports content, user personalization, the impact of low/ultra-low latency streaming, and discuss the focus of his new job, as CTO and GM of Media for Edgio. You can listen to the podcast here.

AOM Members Detail the Latest on AV1 Commercial Readiness, at the NAB Show Streaming Summit

At the NAB Show Streaming Summit, hear directly from the internet, tech, and media companies that make up Alliance for Open Media member base on their adoption of AV1 in real-world implementations, the benefits of AV1, and the future of where the codec is heading. Anne Aaron from Netflix will moderate a session with David Ronca from Meta, Iole Moccagatta from Intel and Alex Liu from NETINT. Full session details are on the NAB Show website here.

Episode 54: YouTube TV Price Increase; Problems at Twitch; Apple TV+ Content Might Come to Theatres

Podcast Episode 54 is live! This week we discuss the recent price increase at YouTube TV which will now start at $73 a month, which in some cases, is only a few dollars cheaper than cable TV in a triple-play bundle. We also highlight some recent news from Apple including rumors they may be partnering with studios to put more titles in theaters; Paramount+ announcing it will offer mobile-only plans in Brazil and Mexico; a detailed report on the challenges Twitch is facing; and a notice of proposed rulemaking from the FTC it dubs “click to cancel,” requiring companies to make ending a subscription equivalently simple to signing up for one.

Companies and services mentioned: Apple TV+, Paramount+, YouTube TV, Twitch, Netflix, Microsoft, MLB, Fire TV, MLB, FTC.