The Amp

Ampere Analysis
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Jul 9, 2020 • 32min

Quibi, Roku & next generation cord-cutters

Kicking off a brand new season of The Amp podcast, Research Director Guy Bisson is joined by Henry Beckwith, Minal Modha and Richard Broughton. Guy and Henry discuss Quibi's catalogue, and some of the challenges that the short-form platform has faced not only during the lockdown, but with its content strategy as a whole. Minal then discusses her recent report on the next generation of cord cutters and what impact that is having on pay TV and streaming. Finally, Richard shares his recent research on why Roku is a marker for the future of aggregation.Introduction and production by Henry BeckwithFollow Ampere Analysis on Twitter: @AmpereAnalysisSign up to The Amp weekly newsletter hereFor more information regarding your data privacy, visit acast.com/privacy Hosted on Acast. See acast.com/privacy for more information.
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Jun 4, 2020 • 14min

TV season renewals and the resumption of sport

In episode 10 and the final episode from season one of The Amp, Research Director, Guy Bisson is joined by Olivia Deane and Daniel Harraghy. Olivia draws on Ampere's latest commissions and renewals data, and discusses what impact COVID-19 has had on the rate of renewal of TV shows. Daniel then talks about the resumption of UK Premier League soccer and how the temporary shutdown of sports could end up benefiting both fans and sports rights holders.Introduction and production by Henry BeckwithFollow Ampere Analysis on Twitter: @AmpereAnalysisSign up to The Amp weekly newsletter hereFor more information regarding your data privacy, visit acast.com/privacy Hosted on Acast. See acast.com/privacy for more information.
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May 28, 2020 • 17min

The road to recovery: online advertising and theatrical

In Episode 9, Research Director, Richard Broughton is joined by Minal Modha and Callum Sillars. Minal first discusses consumer sentiment towards the reopening of cinemas, what demographics are most likely to return first and how cinemas could be marketing to these different groups. Richard then chats to Callum about the online advertising market, drawing on comparisons to TV advertising and how this is likely to evolve over the coming years. Hosted on Acast. See acast.com/privacy for more information.
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May 21, 2020 • 20min

Cord-cutting, revised forecasts and SVoD account sharing

In this episode, Research Director, Richard Broughton is joined by Toby Holleran, Guy Bisson and Minal Modha. Richard and Toby first discuss some of the latest developments in cord cutting in the US. Guy then draws on Ampere's latest sectoral forecasts and the knock on effect we’re seeing throughout media value chain. Finally Minal looks at the rise of SVoD account sharing, and whether there is an opportunity for platforms to convert these borrowers into paid users. Hosted on Acast. See acast.com/privacy for more information.
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May 14, 2020 • 25min

Mixed fortunes in lockdown: games, advertising and TV production

In this episode, Research Director, Guy Bisson is joined by Ampere's Head of Games Research, Piers Harding-Rolls and Senior Analysts, Lea Cunat and Fred Black. Piers discusses the resilience of the Games sector during lockdown - drawing upon examples from Games publisher, Activision Blizzard. Lea then talks about the effect of lockdown on Advertising revenue for commercial TV groups in some of the biggest European markets. Finally, Guy speaks to Fred about the current production gap, and the longer term impacts on both scripted and unscripted content. Hosted on Acast. See acast.com/privacy for more information.
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May 7, 2020 • 20min

Q1 financials and lockdown show formats

In episode six, Research Director, Richard Broughton is joined by two members of Ampere's Content Markets team, Research Manager Daniel Gadher and Senior Analyst, Hannah Walsh. They discuss some of the latest Q1 results that have been published by many of the world's largest media companies over the past week. Richard is then joined by Analyst, Alice Thorpe, who sheds light on how production activity is aiming to meet consumer demand during lockdown, with a particular focus on German commissioning. Introduction and production by Henry BeckwithFollow Ampere Analysis on Twitter: @AmpereAnalysisSign up to The Amp weekly newsletter hereFor more information regarding your data privacy, visit acast.com/privacy Hosted on Acast. See acast.com/privacy for more information.
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Apr 30, 2020 • 24min

PVoD, AT&T financials and SVoD uptake

Episode 5 sees Research Director, Guy Bisson sit down with Ed Border, Daniel Gadher and Toby Holleran. We discuss Premium Video on-demand and it’s impact on theatrical, AT&T’s Q1 financial results and their implications for the wider industry, and how both streaming services and broadcasters globally are adapting to the lockdown. You can subscribe to The Amp on acast or find us on Spotify, Google Podcasts or Apple Podcasts. Introduction and production by Henry Beckwith. Follow Ampere Analysis on Twitter: @AmpereAnalysis. Sign up to The Amp weekly newsletter here. Hosted on Acast. See acast.com/privacy for more information.
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Apr 23, 2020 • 19min

Streaming in the age of COVID-19: Netflix, Quibi and Pay TV

This episode is hosted by Ampere's Consumer Research Lead, Minal Modha. Minal is joined by Alexios Dimitropoulos, Tony Maroulis and myself, Henry Beckwith. First Alexios sheds light on how mobile and pay TV operators are reacting to the current pandemic, including the impact on lack of live sport on sports rights. Then Minal and myself chat about new short form content streaming service, Quibi following its recent launch, and how COVID-19 may impact its future commissioning. Finally, Minal speaks to Tony following its announcement of its quarterly results earlier this week.You can subscribe to The Amp on acast or find us on Spotify, Google Podcasts or Apple Podcasts.Introduction and production by Henry Beckwith. Follow Ampere Analysis on Twitter: @AmpereAnalysis.Sign up to The Amp weekly newsletter here Hosted on Acast. See acast.com/privacy for more information.
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Apr 16, 2020 • 18min

Production and genre preferences during lockdown

In this episode, Research Director Richard Broughton is joined by Guy Bisson, Richard Cooper and Lottie Towler. Guy will begin by taking us through some of the latest developments and news in the media sector, touching on the pandemic's affect on theatrical, trade shows and production, before explaining some of the recent implications of the boom in video on-demand services. Then Richard Cooper explains how the current situation is shaping what is being commissioned, taking us through how the shift away from scripted content is shaping commissioner's production slates. Finally, Richard chats to Lottie about consumer demand and title popularity, outlining Ampere's latest research on google search trends, and breaking down that analysis by both genre and market.Introduction and production by Henry BeckwithFollow Ampere Analysis on Twitter: @AmpereAnalysisSign up to The Amp weekly newsletter hereFor more information regarding your data privacy, visit acast.com/privacy Hosted on Acast. See acast.com/privacy for more information.
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Apr 9, 2020 • 22min

COVID-19 industry impact | In focus: Content & commissioning

Following the theme of last week, this episode we will continue to discuss how COVID-19 is affecting the content market. Ampere Research Director Guy Bisson will be talking to Senior Analyst Fred Black about how the virus has impacted commissioning and how show formats have adapted to the current lockdown. Research Director, Richard Broughton is then joined by Research Manager, Daniel Gadher who will discuss the trends in content spending and Senior Analyst, Hannah Walsh who sheds light on what’s the BBC’s alternative funding mechanisms might be. Introduction and production by Henry BeckwithFollow Ampere Analysis on Twitter: @AmpereAnalysisSign up to The Amp weekly newsletter here Hosted on Acast. See acast.com/privacy for more information.

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