GET REAL - Video Advertising Bureau
Transcription
GET REAL - Video Advertising Bureau
2015 GET REAL VIDEO ADVERTISING 1 DEAR ADVERTISER: This condensed report exists for a simple reason – you asked for it. Early in 2015, agencies and advertisers were reacting to an early version of this report on the rapidly evolving video advertising environment. We took an unflinching look at the combination of Multi-Screen TV and Adtech Video and you advertisers consistently told us two things: • First – that the report’s data was useful because of how simply it “cut though” the growing deluge of ad video stats, surveys & claims from a myriad of sources; our report uses only 2015 trading currency - Nielsen and comScore in combination. • Second – you wanted us to “get the word out” – to increase the pace of deploying this report’s insights. Advertisers asked us to both make the flow of fewer charts as intuitive as possible and to produce this report in as many forms as possible. You hold the result in your hands, “Get Real…” speaks to thinking through the balance of Multi-Screen TV and Adtech Video from the perspectives of scale, brands/content and viewability. We hope we have struck the right balance of macro insights and detailed proof points to get the 2015 ad video conversation further heated up. As always, we want your: questions, feedback, “what ifs”, challenges and requests for more and different “looks” at the data… it’s what we do. Sean Cunningham, CAB President & CEO 2 3 THE MARKETER’S MIX OF VIDEO ADVERTISING CHANNEL S CONTINUES TO E VOLVE Atop the Sheer Number of Options, DIFFERENT FORMS of Video Ad Vehicles are Being Actively Mixed, Tested & Analyzed… 4 5 Two DIFFERENT FORMS of video ad options work perfectly in combination: MULTI-SCREEN T V BR ANDS | Content-Driven Audience Assembly with Targeting and Critical Mass 6 AD TECH BR ANDS | Data-Driven Precision Targeting with Alogrithmic Audience Aggregation 7 THE MISTAKE is a mindset or strategy that looks to use Ad Tech Video Brands as a surrogate, substitute or replacement for Multi-Screen TV Brands… MULTI-SCREEN T V BR ANDS | Content-Driven Audience Assembly with Targeting and Critical Mass 8 Ad Tech Video Works Best as a TARGETED EXTENSION of the Multi-Screen TV Plan AD TECH BR ANDS | Data-Driven Precision Targeting with Alogrithmic Audience Aggregation 9 SCALE We explore the relative scale-ability of Multi-Screen TV and AdTech Video options with the needs of “top 500” in mind, as well as local marketers. Scale is critical for the 2015 advertisers that need to mobilize thousands-to-millions of customers into a frequent purchase cycle along a national business footprint or with geographic precision. Scale is also supply-in-quality: it’s the ability to find the genuine bonding agents of content commitment that sends customers swarming across screens for just-in-time activation. Ad Video scale is also about promises kept to the advertiser’s channel partners on everything from retail floor traffic to productive traffic into the on-line sales queues. 11 THE AVER AGE US CONSUMER SPENDS 181 THOSE 181 HOURS OF AVER AGE HOURS PER MONTH WITH AD-SUPPORTED CONSUMER USAGE SPLIT: 80% T V PLUS THE 4 PORTAL S/FACEBOOK: AD-SUPPORTED T V & 20% 4 PORTAL S + FACEBOOK 181:13 Hrs:Mins Ad-Supported Video + 4 Portals / Facebook 144:18 Hrs:Mins Total Ad-Supported TV Brands 11:00 6:47 19:08 4 Portals (Google, AOL, Yahoo!, msn) YouTube Facebook 144:18 4-Screens of Activity: TV & Internet (with mobile) combined 36:55 Hrs:Mins Total AdSupported TV Brands 4 Portals + FB All Activity: Video, Search, E-mail, Mobile, Social, etc. Monthly Time Spent / January 2015 (Average mins per visitor, Hrs: Mins) SOURCE: Nielsen Npower Live+7 January 2015 P2+, CAB analysis of com Score duplicated January 2015 data (mediametrix, multiplatform). Cable Television represents all measured Ad-Supported Cable nets; Cable network websites represents 61 cable network websites.Broadcast Television represents FOX, CBS, NBC, ABC, iON and CW 12 Monthly Time Spent / January 2015 (Average mins per visitor, Hrs: Mins) SOURCE: Nielsen Npower Live+7 January 2015 P2+, CAB analysis of comScore duplicated January 2015 data, P2+ (mediametrix, multiplatform). Cable Television represents all measured Ad-Supported Cable nets; Cable network websites represents 61 cable network websites. Broadcast Television represents FOX, CBS, NBC, ABC, iON and CW. 4 portals = Google, AOL, MSN, Yahoo! Total Ad-Supported TV Brands include cable + MVPDs + broadcast: TV + Web + Mobile 13 BROKEN OUT “BY SCREEN”: AD-SUPPORTED T V CONTENT IS ONE OF THE CRITICAL DRIVERS OF MULTI-SCREEN CONSUMPTION Hrs:Mins Ad-Supported TV Brands 4 Portals Google/YouTube, MSN, AOL & Yahoo! Facebook Monthly Time Spent Television Computer Mobile Social 144:18 109:33 21:08 13:37 79MM Tweets 17:47 — 15:29 2:18 — 19:08 — 5:47 13:21 — Average minutes per visitor. SOURCE: Nielsen Npower Live+7 January 2015 P2+, CAB analysis of comScore duplicated January 2015 data, P2+ (mediametrix, multiplatform). Nielsen Social January 2015. Ad-Supported Television Brands represents all measured AdSupported Cable nets, MVPDs and broadcast TV (FOX, CBS, NBC, ABC, iON and CW). 4 portals = Google, AOL, MSN, Yahoo! 14 15 DRILLING DOWN TO YOUTUBE…95% ANALY ZING REACH RE VE AL S SAME OF VIDEO TIME IS SPENT WITH T V PAT TERN OF SCALE DIFFERENCES VS. 5% WITH YOUTUBE 113,053 99:29 Hrs:Mins P13+ 5:03 Hrs:Mins Ad-Supported TV Brands Top 20 TV Network Avg (Cable + Broadcast) YouTube 64,059 Longer-Tail TV Network Avg User Generated Content (UGC) (21-50 rank) 55:02 Hrs:Mins P18-24 7:21 Hrs:Mins Ad-Supported TV Brands 20,976 YouTube Top 20 YouTube Network Avg User Generated Content (UGC) Monthly Video Time Spent (Avg. Mins per visitor, Hrs:Mins) SOURCE: Nielsen Npower Live+7, Total Day, P13+, 1/1-1/31/15; comScore Video Metrix January 2015, P13+ (desktop only] 16 User Generated Content (UGC) Professionally Produced Content Monthly Reach Average (P13+): TV Cume Reach vs. YouTube Unique Visitors (000) SOURCE: Nielsen Npower Live+7, Total Day, P13+, 1/1-1/31/15; comScore Video Metrix January 2015 YouTube Partners Report, P13+ (desktop only) 17 DRILLING DOWN TO “ONE PROGR AM OR NET WORK” VS. YOUTUBE P15+ (Jan. 2015) A18-24 (Jan. 2015) P15+ (Jan. 2015) “Chopped” on Food Network Top 10 YouTube Networks (represents over 28,000 channels) “Family Guy” on Adult Swim Top 10 YouTube Networks (represents over 28,000 channels) 2.79 Million 2.72 Million 709.7 Million 688.2 Million The Monthly Ad Impressions of One TV Program Equals The Monthly Views of The Top Ten YouTube Networks Combined SOURCE: Nielsen Ad*Views, P15+ & A18-24, 1/1-1/31/15; com. Score Video Metrix January 2015 YouTube Partners Report, P15+ & A18-24, (desktop only) 18 A18-24 (Jan. 2015) Hallmark Channel All YouTube TBS Channel All YouTube 13.34 Billion 13.36 Billion 2.6 Billion 2.6 Billion The Monthly Ad Impressions of One TV Network Equals The Monthly Views of ALL YouTube SOURCE: Nielsen Ad*Views, P15+ & A18-24, 1/1-1/31/15; comScore Video Metrix January 2015, P15+ & A18-24, (desktop only) 19 19:08 11:00 6:47 4 Portals (Google, AOL, Yahoo!, msn) You tube Facebook Monthly Time Spent / January 2015 (Avg. Mins per visitor, Hrs:Mins) 14 4:18 Total AdSupported TV Brands 99:29 Hrs:Mins Monthly Video Time Spent (Avg. Mins per visitor, Hrs:Mins) SCALE 5:03 Hrs:Mins P13+ Ad-Supported TV Brands YouTube Summary User Generated Content (UGC) 55:02 Hrs:Mins 7:21 Hrs:Mins P18-24 Ad-Supported TV Brands YouTube User Generated Content (UGC) 113,053 Top 20 TV Network Avg Monthly Reach Average (P13+): TV Cume Reach vs. YouTube Unique Visitors (000) OVERWHELMING SCALE ADVANTAGE IS 64,059 Longer-Tail TV Network ONE RE A SON WHY AD TECH VIDEO CAN’T 21—50 Rank Avg 20,976 Top 20 YouTube Network Avg Professionally Produced Content 20 User Generated Content (UGC) SUBSTITUTE OR REPL ACE MULTI-SCREEN T V BR ANDS BRANDS/ CONTENT In an era of exponentially more “branded” video options, we look at the content DNA behind both Multi-Screen TV brands/content and AdTech Video brands/content and the results of their differing investment priorities. Of all the report’s charts, the examinations of “The Brand Illusion” and “Infinite Attention Splitting” have consistently been among the most requested in the entire report. 23 AD-SUPPORTED T V BR ANDS REFLECT $45B ANNUAL INVESTMENT IN PREMIUM, BILLIONS INVESTED IN PROFESSIONALLY LONG FORM CONTENT BY AD-SUPPORTED PRODUCED CONTENT VS. PREDOMINANTLY T V BR ANDS USER GENER ATED CONTENT $200M Content Investment vs. Algorithmic Investment YouTube $1.2B Hulu $45B $2.3B PROFESSIONA LLY PRODUCE D CON TE N T (PPC) PR E DOMI NATE LY USE R- GE NE R ATE D CON TE N T (UGC) Total Ad-Supported TV Brands Netflix $1.4B Amazon Estimated 2015 Content Investment (Original & Acquired) Total Ad-Supported TV Brands include Cable & Broadcast | SOURCES: TV Brands: SNL Kagan 2015; all other services based on CAB analysis of existing projections and estimated for U.S content rights only. Amazon: Various analyst reports including RBC Capital Markets; Netflix: SNL Kagan & Netflix financial reports; YouTube: based on YouTube announcements through their corporate blog postings in 2014; Hulu: estimated based on investment projections announced through Hulu & further projected by RBC Capital Markets. 24 25 THE BR AND ILLUSION: CONTENT FRONTED BY A YOUTUBE “BR AND” IS ACTUALLY AN AGGREGATION OF THOUSANDS OF (MOSTLY UGC) CHANNEL S - Tobuscus (6M) - Bart Baker (4M) - Stampylonghead (4M) - TheDiamondMinecart (4M) - Bad Lip Reading (3M) - Glozell Green (3M) - Kassem G (2M) - CarlieStylez (345k) - Kandeeland (325k) - The Mom’s View (316k) - DaveChaos (293k) - Animonster (306k) - MakerMusic (235k) - Mary Doodles (231k) - ERB (1M) - Westfesttv (1M) - HuskyStarcraft (889k) - Katilette (667k) - Gardea23 (624k) - Polaris (619k) - ItsMyRayeRaye (595k) - EpicLloyd (475k) - HeyKayli (422k) - The Platform (379k) - Bobbylee (145k) - FriendlyPaw (138K) - Caroonium (100k) - Maker Gen (100k) - SanctionedTV (14k) - David Barbara (5k) - The Daily Connoisseur (18k) - Emily Valentine (1K) - Emily Hughes (436) Plus 1,000+ More Channels - TheFineBros (10M) - fouseyTube (4M) - Shane (4M) - megannicolesite (2M) - TiffanyAlvord (2M) - our2ndlife (2M) - Tyler Ward Music (1M) - WHATTHEBUCKSHOW (1M) - DavidSoComedy (947k) - TantrumJas (877k) - Avbyte (752k) - Casey Holmes (747k) - COOP3RDRUMM3R (503k) - Jefferson Bethke (490k) - AverageBroTV (487k) - Chrissy Costanza (395k) - 5secondfilms (385k) Plus 5,000+ More Channels - Rachel Ballinger (357k) - RAJIV DHALL (356k) - Matt Stonie (337k) - FrankieJGrande (312k) - Brittani (278k) - Lycia Faith (154k) - Molo Nation (102k) - AndrewQuo (80k) - Siennaspaldingtv (69k) - Digital Tour Bus (33k) - Glitterglam95 (25k) - Erik Shaw (15k) - Soulection (10k) - Collegefession (6k) - Derrion Tolanski (6k) - FullscreenCommunity (1K) - RayWilliamJohnson (10M) - Rooster Teeth (7M) - machinimarespawn(2M) - MachinimaRealm (2M) - Dane Boe (1M) - Happyhour (1M) - Nerdist (1M) - Tiesto (1M) - deadmau5 (807K) - Inside Gaming (630k) - xSGTxSMURFx (590) - PressHeartToContinue (522k) - Machinima ETC (412k) - Samandniko (336k) - Black Nerd Comedy (321k) - ThatGuyWhoCamps (314k) - MachinimaVS (227k) - MachinimaLatino (180k) -ItsJustSomeRandomGuy (176k) - AndrewQuo (80k) - RCSuperPowers (70k) - Team Respawn (66k) - Ken Burton (48k) - xCaliGrrlx (11k) - Danstreet123 (7k) - Ash Sowesby (6k) - LenzyDaGreat (5k) - Radnerdtv (4k) - JustinIsAProdigy (3k) - ApoKHD(798) - ting6345 (733) - Energizer (354) - NothingtodowithCats (111) Plus 250+ More Channels - Rooster Teeth (7M) - Simons’s Cat (3M) - Dane Boe (1M) - DotaCinema (1M) - Element Animation (1M) - Improv Everywhere (1M) - VintageBeef (1M) - xRpMx13 (1M) - Na’Vi.Dota 2 (914k) - Jumpinthepack (797k) - PauseUnpause (641k) - GuudeBoulderfist (464k) - TheDevildogGamer (435K) - OK Go (414k) - TGN (395k) - First Person Troller (384k) - Team Epiphany (342k) - TheMinecraftHippie (326k) - OMGitsfirefoxx (294k) - Sparkles – CSGO&more (286k) - AgentXPQ (276k) - BajheeraWoW (235k) - stonewall008 (187k) - NukemDukem (169k) - HaloFollwer(167k) - Golden GS (134k) - TCTNGaming (122k) - The Solar Gamer (86k) - OneCheesyMofo (81k) - Cutewithchris (33k) - EmpowerYourBody (24k) - Blackdogfilms (1k) - The DanseSociety (30) Plus 6,000+ More Channels Plus 650+ More Channels (#) = YOUTUBE CHANNEL SUBSCRIBERS Abbreviated Channel List By Network 26 - RocketJump (7M) - Epic Meal Time (6M) - Annoying Orange (4M) - Cinema Sins (3M) - CorridorDigital (3M) - HouseholdHacker (2M) - Wassabi Productions (2M) - JustKiddingFilms(1M) - Lindsey Hughes (980k) - Node(976k) - HollywireTV (879k) - Rob Dyke (758k) - iSekC (751k) - Alexa Losey (474k) - BaratsAndBereta (417k) - Beatdownboogie (393k) - Pogo (380k) - Goldiestarling (371k) - Andrewmfilms (328k) - Bart Kwan (302k) - Inside the Magic (284k) - Yourharto (283k) - Gina Morano (263k) - BloodBlitz (208k) - The Axis of Awesome (206k) - RUNAGROUND (179k) - Jhaller (153k) - LazyPillow (135k) - Belated Media (118k) - TVNweather (112k) - Lena Danya (101k) - Alligator Tub (94k) - Film4 (70) 27 - UltraMusic (2M) - Colinfurze (709k) - Unicoos (349k) - Musical Freedom (252k) - What’s Trending (151k) - Ashley Mardell (106k) - PM Recordings(40k) - Video Creators (31k) - Justkissmyfrog (20k) - SshakeTV (9k) - Flyotw Film( 8k) - JimbleJam (7k) - Alexxparkour (6k) - Jaguar Skills Videos (6k) - Matthias Mayer (6k) - Nikki Yanofsky (6k) - Funk Stylers TV (5k) - Flair20TV (4k) - Mick Woods (4k) - NextTime onLonny (4k) - N1Project (3k) - ILUVLIVE (2k) - Leoleove (2k) - OfficiallyEricJoel (1k) - Sarah Grimstone (1k) - NFoxMUA (885) - BairesFamilyMedia (880) - Tiny Bag Productions (414) - CHOKOHAYS (397) - FourFourTwoUK (394) - fdsmusiclabel(91) - Empire Divide (77) - Cristian Jermane (66) Plus 1,500+ More Channels INFINITE AT TENTION-SPLIT TING: TOP AD-SUPPORTED T V ’S PROFESSIONALLY 20 YOUTUBE “NET WORKS” ARE 32,800 PRODUCED CONTENT AT TR ACTS A FULLY CHANNEL S, MOSTLY UGC A SSEMBLED, COMMIT TED AUDIENCE ACROSS SCREENS The Top 20 Networks average over 1,600 channels Network Primary Genre P13+ Unique Visitors (OOO) Standalone / Multichannel? # of Channels VEVO @ YouTube Music 40,933 Multichannel 500+ Maker Studios @ YouTube Entertainment 39,789 Multichannel 1,000+ Fullscreen @ YouTube Video Curation 34,026 Multichannel 5,000+ Machinima @ YouTube Gaming 32,884 Multichannel 275+ Warner Music @ YouTube Music 26,012 Multichannel 100+ QuizGroup @ YouTube Video Curation 24,605 Multichannel 15,000+ BroadbandTV @ YouTube Video Curation 22,607 Multichannel 6,000+ ZEFR @ YouTube Video Curation 19,909 Multichannel 150+ Rightster @ YouTube Entertainment 19,418 Multichannel 800+ any.TV @ YouTube Entertainment 18,059 Multichannel 50+ Zoomin.TV @ YouTube Games / News 17,784 Multichannel 50+ The Orchard @ YouTube Music 17,092 Multichannel 1,000+ SOURCE: comScore Video Metrix January 2015 YouTube Partners Report (desktop only); excluding networks Collective @ YouTube Entertainment 17,098 Multichannel 690+ Jukin Media @ YouTube Video Curation 13,921 Multichannel 30+ SonyBMG @ YouTube Music 13,567 Multichannel 50+ with TV-related content like NBC Entertainment Defy Media @ YouTube Video Curation 13,479 Multichannel 25+ UMG @ YouTube Music 11,892 Multichannel 500+ Base79 @ YouTube Sports 10,933 Multichannel 1,500+ FremantleMedia @ YouTube Entertainment 10,731 Multichannel 135+ Movieclips @ YouTube Movies 9,576 Multichannel 25+ 28 - Habitual, Daily Consumption for Hours - Fully Assembled, Committed Audiences - Pursuing Brands/ Programs Across Screens PROFESSIONA LLY PRODUCE D CON TE N T (PPC) - Predictable, Ad-Integrated & At Scale 29 THIS CONTENT DRIVES ADSUPPORTED T V SITES TO THE TOP OF THE INTERNET R ANKS : ON MOBILE, T V BR ANDS R ANK AMONG TOP DOWNLOADED APPS Top 5 Website Properties by Genre Sports Comedy TV Ent. Black General News Top 5 Downloaded iPAD Apps by Genre Music Gaming Music FOX News VEVO Watch ESPN Pandora HBO Go BBC News MTV Networks Midas Player ScoreCenter for iPad Viki Xfinity TV Go Flipboard: Social News Magazine SoundCloud.com Myspace.com GSN Bleacher Report Team Stream Ellen Max Go NBC News Myspace.com Bandsintown Amplified PCH Digital NBA Gametime 2014-2015 TBS Presents: The Big Bang Theory Starz Play Wall Street Journal Bandsintown Amplified ABC News VEVO EA Websites NBC Sports Network Comedy Central Tribune broadcasting CNN MTV Networks Zynga FOXSports.com theCHIVE.com AOL On – Huff Post TV NBC News SoundCloud.com NFL.com Adult Swim BET CBS News Bleacher Report TheOnion.com A+E Networks USA Today Food News Shazaam NBCU TV TV Entertainment TV Entertainment Comedy Central College Humor/ Cracked Weather FROM OVER 1,000,000 APPS: Comedy NBC Sports Live Extra ESPN Home Sports Kids TV Networks Weather Finance Business Kids Wayfair The Weather Channel NBCU TV Food Network Disney Entertainment The CW The Weather Channel Wall Street Journal CNBC Nickelodeon Hearst Accuweather.com Tribune Broadcasting BlogHer Food Totally Kidz Watch ESPN Weather Bug Bloomberg TV+ BBC News Watch Disney Channel HOUZZ.com Yahoo! Weather AOL On – Huff Post TV AllRecipes.com COOLMATHGAMES.com History Yahoo! Weather CNBC Wall Street Journal TBN Mobile HGTV Weatherbug.com ABC Digital MyRecipes.com Nickelodeon Kids & Teens Lifetime Accuweather CNN Money Bloomberg TV+ Nick JR. Home & Garden MSN Weather TV Guide Mode Foodie PBSKIDS.org Showtime Anytime Weather+ Yahoo Finance New York Times Yo Gabba Gabba Source: CAB analysis of multi-platform comScore data, January 2015 30 SOURCE: Apple app store 1/15/15; Most popular iPAD apps by category search term (excluding gaming apps) 31 BRANDS/ CONTENT Summary $45 BILLION ANNUAL INVESTMENT IN CONTENT IS ANOTHER RE A SON WHY AD TECH VIDEO CAN’T SUBSTITUTE OR REPL ACE MULTI-SCREEN T V BR ANDS VIEWABILITY How should video advertisers frame questions about bots, fraud, viewabilty standards and other complex supply-chain issues that pervade the AdTech Video supply chain? We’ve had consistently good reaction to the few stats/facts we’ve packaged into a dispassionate look at the remedial work the ad industry is focused on in Internet Video accountability. 35 THE NEED FOR INDUSTRY OVERSIGHT… THE NEED FOR INDUSTRY OVERSIGHT, STANDARDS CRE ATION & QUALIT Y MONITORING MARK THE CURRENT PHA SE OF THE INTERNET’S E VOLUTION A S AN AD MEDIUM Non-Human Impressions & Views are a Big Issue THE BOT BASELINE: FRAUD IN DIGITAL ADVERTISING Overall Study of Bot Percentages 23% 11% Video Bots Display Bots White Ops, Inc. | Association of National Advertisers 63% Up to Average Bot Traffic in Video Ad Campaigns by Participant December 2014 Report Reveals a Pervasive, Complex Internet Video Problem Source: The Bot Baseline: Fraud in Digital Advertising - White Ops, Inc.; Association of National Advertisers – December 2014 36 37 THE NEED FOR STANDARDS CRE ATION… MRC/IAB Viewability Standards - DISPLAY ADS: 50% of pixels in view for 1 seconds - VIDEO ADS: 50% of pixels in view for 2 seconds ….Has Produced a Lot of INDUSTRY DEBATE - No Audio Requirements …Rejected by Agency Trade Association 38 39 THE NEED FOR QUALIT Y MONITORING… IN THIS TIME OF DIGITAL ME A SUREMENT CONCERNS/ISSUES ONE VIDEO ENTIT Y STILL DELIVERS - The top brand risk categories for display impressions were Adult Content and Violence. - Professionally Produced Content - Viewability for display impressions ranged from 36.7% to 53.4% while 30% of video impressions were viewable. - 100% Viewing Potential -While 76.7% of video ads were played to completion, only 20% were actually in view to the users. - Fully Assembled, Committed Audience -Fraud levels of display impressions for Networks and Exchanges are more than four times higher than direct publishers. - Highest Quality Digital Assets Big Range of Varying Performance on Viewability, etc. - Still Issues Going Into 2015 40 A D -SUPPORTE D TE LEV ISION BR A NDS - World Class Advertising Environment 41 SCALE CONTENT / BRAND VIEWABILITY AD TECH VIDEO WORKS BEST A S A TARGETED E X TENSION OF THE MULTISCREEN T V PL AN BUT IS NOT A SURROGATE, SUBSTITUTE OR REPL ACEMENT FOR MULTI-SCREEN T V VIDEO QUESTIONS? SE AN CUNNINGHAM 212.508.1223 | seanc@cabletvadbureau.com Contact: