{"arv":"1.0","success":true,"request_id":"req_a2e3c18f-3ef1-425d-8ebd-6a693c9ac90b","schema_version":"arv@1.0","data":{"asset":{"id":"video_nKSggCFPqDk","content_hash":"sha256:3f69b2b754175daac931a48102134a9c5508137373ce0615610ebe99fc17e96b","owner_id":"sandersaar","hosting_mode":"mode_a","source":{"kind":"youtube_oauth","source_url":"https://www.youtube.com/watch?v=nKSggCFPqDk","ingested_at":"2026-08-26T17:34:01.398Z"},"origin_playback":{"platform":"youtube","external_id":"nKSggCFPqDk","watch_url":"https://www.youtube.com/watch?v=nKSggCFPqDk","media_fragments_template":"https://www.youtube.com/watch?v=nKSggCFPqDk&t={start_seconds}s"},"duration_ms":1035000,"language_primary":"en","c2pa":{"has_ai_disclosure":false},"schema_version":"arv@1.0","ingested_via_pipeline_version":"cascade-mm-quality-v1-17"},"creator":{"id":"sandersaar","handle":"sandersaar","namespace_url":"https://agentcdn.com/creators/sandersaar","verified":true,"verified_via":["youtube_oauth"],"trust_signals_url":"https://api.agentcdn.com/public/trust/sandersaar"},"display":{"title":"Controlling The Rails - Who are the new cable operators?","description":"This video examines how cord cutting transformed the entertainment industry from traditional cable bundles into platform wars dominated by Roku, Amazon Fire TV, Android TV, and Apple TV. Host Sander Saar explores the core strategies these platforms use, including building audiences through low-cost hardware, controlling user interfaces and search results, and monetizing viewers via advertising and subscription revenue shares. The video also covers how TV manufacturers like Samsung compete alongside services like Netflix.","thumbnail_url":"https://i.ytimg.com/vi/nKSggCFPqDk/hqdefault.jpg","publish_date":"2020-09-11T19:17:01.000Z","watch_url":"https://agentcdn.com/creators/sandersaar/videos/video_nKSggCFPqDk/watch"},"video_facets":{"evidence":{"skill_level":[{"start_ms":154535,"end_ms":326550,"via":"chapter"},{"start_ms":459095,"end_ms":996525,"via":"chapter"}],"production_value":[{"start_ms":0,"end_ms":154535,"via":"chapter"},{"start_ms":459095,"end_ms":716947,"via":"chapter"}],"originality_signal":[{"start_ms":0,"end_ms":154535,"via":"chapter"},{"start_ms":300000,"end_ms":309375,"via":"on_screen"},{"start_ms":421016,"end_ms":446250,"via":"on_screen"},{"start_ms":459095,"end_ms":716947,"via":"chapter"},{"start_ms":528250,"end_ms":543088,"via":"on_screen"},{"start_ms":950083,"end_ms":984203,"via":"on_screen"}],"is_evergreen_or_dated":[{"start_ms":19797,"end_ms":32458,"via":"on_screen"},{"start_ms":253500,"end_ms":279333,"via":"on_screen"},{"start_ms":467743,"end_ms":528250,"via":"on_screen"},{"start_ms":707324,"end_ms":730250,"via":"on_screen"}]},"skill_level":"intermediate","production_value":"edited_pro","originality_signal":"aggregation","sponsorship_status":"none","primary_language":"en","is_evergreen_or_dated":"dated","speech_pace_wpm":204,"music_presence":"intermittent"},"categories":{"taxonomy_version":"agentcdn-categories-v1","primary":{"id":"business_finance","label":"Business and Finance"},"secondary":[{"id":"technology","label":"Technology"},{"id":"marketing_media","label":"Marketing and Media"},{"id":"consumer_electronics","label":"Consumer Electronics"}]},"format":{"label":"monologue","evidence":{"main_speakers":1,"minor_speakers":2,"main_speaker_shares":[0.94]},"segments":[{"label":"monologue","start_ms":0,"end_ms":1035000}],"classifier_version":"video-format-v2"},"custom_metadata":{"age_rating":"general","editorial_tier":"ugc","content_warnings":[],"commercial_intent":"news_explainer","sponsorship_partners":[],"accessibility_features":[]},"chapters":[{"id":"chapter_video_nKSggCFPqDk_364fb8bf52984a5b","chapter_index":0,"title":"From cable operators to streaming platform wars","summary":"Sander introduces how cord cutting transformed traditional cable bundles into a battle between streaming platforms controlling the rails.","transcript_text":"Hi, I'm Sander. I'm really excited to explore with you who are the companies controlling the rails in this world, or who are the new cable operators? Because we moved on from the cable world where a content owner, an IP owner, produced a piece of content with a studio that was sold to a channel who then sold it to a cable operator who bundled it up and offered it to consumers. The cord cutting has been accelerated faster than ever, and now almost 40% of the US households do not have broadband— with broadband connection don't have cable subscriptions anymore, and that's accelerating faster than ever. The new streaming world, the value chain looks a little bit different where the studio still produces the content, they put it on a streaming service who then puts it on a streaming platform who then owns the consumer experience. So the streaming world has changed quite a bit and there's a lot of focus on the streaming wars and the streaming services space like who the studios sell the content to. But what I think is much more interesting in that space is the platform wars, the ones who control the consumer experience and where do they capture the value. So those— this is incredibly important because there's so many connected homes now. 76% Of the homes have connected TV devices at their house or streaming devices. And what do they do on these devices? Of course, they stream Netflix, Hulu, YouTube, and all the other streaming services over the top that we know that are growing so fast anyway. While on Netflix, they might only get 20% of their signups on their connected TV devices, they actually get 70% of the viewing happening on connected TV devices. For YouTube, it's their fastest growing platform, 80% growth year over year, faster than mobile platform, for example. And the session times and the video lengths are actually multiple times longer on their YouTube connected TV apps than on their mobile apps, for example. So who are these players who are competing for that award? Obviously, there's Apple with Apple TV and their Apple TV apps and platform. There's Android TV. Fire TV from Amazon and Roku, who are the big contenders. Roku is the biggest market leader for now. Every 3rd or 4th TV, depending on the year, that is sold is using Roku operating system. Fire TV is the close second from Amazon, followed by Android TV using the Chromecast and Android TV devices, and Apple TV. That's the US-focused market share. So why is it so critical for them to own that relationship? Number one, they want to build an audience. They want to control that experience, and then they need to monetize that audience. And we're gonna dig into each one of them, why they're so important.","visual_description":"The presenter stands in a studio in front of graphics showing traditional cable flowcharts, cord-cutting stats, and the streaming ecosystem.","start_ms":0,"end_ms":154535,"duration_ms":154535,"evidence_grade":"C","confidence_band":"medium","boundary_snap":null,"entity_ids":[],"products_mentioned":[],"category":{"id":"marketing_media","label":"Marketing and Media"}},{"id":"chapter_video_nKSggCFPqDk_7409f2c68b2f0684","chapter_index":1,"title":"Strategy 1: Building an audience and hardware pricing","summary":"Platforms like Roku, Amazon Fire TV, Android TV, and Apple TV expand reach through partner ecosystems and low-cost hardware sales.","transcript_text":"Number 1, how do these platforms build an audience? Apple TV is just selling their direct-to-consumer devices, and each one of them has their own direct-to-consumer devices. Roku has several boxes and dongles and sticks, and Fire TV similarly has the 4K and HD sticks available. And Android TV has got Chromecast devices, and they're also launching their own dongles this year. But more importantly and more interestingly, actually, they're building a whole ecosystem with service providers and other device manufacturers. So Roku has got a Roku Powered program where they have other device manufacturers making Roku operating system TVs, or Fire TVs doing the same thing with Fire TV Editions that launched in the UK a couple of years ago, and now they're sold all around the world. Android TV is similarly used by many, many TV manufacturers. Android TV in fact has got 50 TV manufacturers including Sony, Philips, Xiaomi, and Hisense who are running Android TV operating system. And then there's 36 operators including in the US AT&T TV who's using Android TV or powered by Android TV. Fire TV has got 20 TV partners as well with Toshiba and Insignia, but they also have operator partners with Verizon and Tata Sky in India. Roku has also been doing that for a while and finding a lot of growth in the area of selling TVs with Hisense and Philips. And TCL powered by the Roku operating system. So this is really key. They're not just selling the direct-to-consumer devices, but they're also partnering with many, many industry leaders or other manufacturers to extend their reach and have more and more of their control in front of people. And that has caused something super interesting. The TV prices have come down so significantly over the last several years. So now you only pay for a 55-inch 4K TV about $300, and the streaming sticks themselves are costing only $29. So that's the second way they're reaching their audience or building their audience is selling them super, super low. And it doesn't necessarily mean that the production costs have come down, but the margins on the selling the device itself have almost gone away. And oftentimes they're selling it below their cost price as well. And that's why for consumers it's so accessible, because those TV manufacturers and operating systems have found a new way to make money. Does Amazon price the Echo device below cost? Not its list price, but it's often on promotion, and sometimes when it's on promotion, it may be below cost. Yes, that is very interesting. So sometimes when it is on promotion, it may be sold below cost. As far as I've been on Amazon, most of the time those devices, not just Echo devices but Fire TV devices, are on sale. Or at least some kind of bundle sale. So those are sold below cost for sure.","visual_description":"The host gestures next to hardware lineups, TV manufacturer partner logos, and price charts showing TV hardware selling below cost.","start_ms":154535,"end_ms":326550,"duration_ms":172015,"evidence_grade":"C","confidence_band":"medium","boundary_snap":null,"entity_ids":[],"products_mentioned":[],"category":{"id":"business_finance","label":"Business and Finance"}},{"id":"chapter_video_nKSggCFPqDk_03d7a90279d032bd","chapter_index":2,"title":"Strategy 2: Controlling the user experience","summary":"The platforms dictate home screens, search results, and voice recommendations to promote their own content and store ecosystems.","transcript_text":"Number 2, controlling the experience. So moving on from how they integrate with all of the manufacturers and how they sell below cost, now what happens next? How— where do they capture the value instead of selling the devices themselves? They control the experience. So if you launch the Fire TV today, what are you gonna see on the first screen is controlled by Amazon, of course. And if you look at some of the tiles here, Of course, the biggest carousel with a lot of the pieces of content that I've highlighted here, these are all Amazon productions, Amazon content, or Amazon apps. So about 60% of what you see in the front screen is fully Amazon branded. So this is the first way how they're capturing the experience. The other way is when you use your voice search on your Android TV, for example, and I say, hey, watch Planet Earth or look for Planet Earth, then the first thing that pops up, of course, is going to be the Google Play Memories Google Play Movies, I'm sorry, where you can rent or buy those movies. And if you do a Google search for Bounty Hunter, for example, the first thing where you can watch the content now is going to be a YouTube link, of course, with a direct link to buy and purchase that show or start watching on their own platform. If you go to IMDb, the first link, of course, is going to be the Amazon Prime Video link, which takes you straight to Amazon Prime Video, and so you can start streaming straight away. Same thing with Roku. Like, on Roku, they control a lot of the real estate, and Roku Channel, their own service marketplace selling other services as well as their own streaming service, are both available on the front screen as soon as you launch the Roku service. One of the ways that we can help with that is promoting content to our customers. So, you know, we have a lot of different areas in our user interface that we can use to make customers aware that a new TV season is about to start, their favorite show is about to start. And that's something that keeps them engaged with the channel and helps reduce churn. It also helps them come back. That is very, very interesting. We have a lot of areas in the user interface where we can make customers aware a new TV show is about to start. So that clearly shows that this is their goal, is to have that control, create that real estate within the app where they control the experience and they are in charge. Rather than the streaming service themselves.","visual_description":"The presenter displays screenshots and mockups of Fire TV home screen tiles, Google Play search results, and Roku interfaces.","start_ms":326550,"end_ms":459095,"duration_ms":132545,"evidence_grade":"C","confidence_band":"medium","boundary_snap":null,"entity_ids":[],"products_mentioned":[],"category":{"id":"technology","label":"Technology"}},{"id":"chapter_video_nKSggCFPqDk_b694145ca365b9f9","chapter_index":3,"title":"Strategy 3: Monetizing the audience","summary":"Platforms generate massive earnings through targeted advertising, subscription rev shares, and proprietary AVOD channels.","transcript_text":"So how do they monetize that audience? What do they do with that control, that audience that they built, the control that they have on the experience? How do they monetize it? If you look at Roku's revenue over the last couple of years, then you can clearly see that they moved away from this player sales revenue, which was 50— for about half of the revenue, to now only being 30% of the revenue. And their platform is the one that is actually driving their revenue. And their platform means selling ads, selling the marketplace, and selling the licensing their platform to others. And if you look at the earnings themselves, that gets even more interesting. Like, as we spoke about, those devices are often sold below cost. So if you look at like Q4 in 2019, Roku player actually made loss in that year, but it was overly compensated by the platform, meaning selling ads and controlling the experience and the marketplace on their own platform. So the earnings have increased from 80% to now almost 95% of Roku's earnings coming from the platform business, meaning owning the relationship and building a large audience by licensing it to others. And our business basically is connecting end users that are watching television with the streaming services that want to reach those users. And so yes, we get paid when we help sign up customers. So when our partners win, we win. We help them sign up customers and we get a percent of revenue for that. So he's literally— Roku CEO is explaining what the cable company is. We are the one between the content providers and the users, and we are the ones who are brokering those deals in between them. So we get paid when they help customers sign up to streaming services on Roku's platform. And of course, this is the reason when you sign up to Roku why they need your gender or why do they need a date of birth, because that's data for them. Roku acquired recently, end of 2019, DataZoo, which is a demand-side platform to manage all of their ad sales as well as their data, so they— their advertising platform can be more competitive compared to Amazon, Google, and Facebook, which they are actually one of the fastest-growing advertising platforms today, is Roku. And Roku is doing that in 3 different ways, how they're monetizing their platform. Number one, they have the OneView platform, which is the straight ads, the banners that are available in the Roku interface. And they're also putting those ads on the Roku Channel content. Then the marketplace, which they call the Roku Channel, where you can subscribe to Netflix and Prime Video and other services in their marketplace. And when they get people to sign up, that's where they get a percentage of revenue, as the CEO just explained. And then Roku has got their own apps, which they fully control, which is called their Roku Channel. And that's where they license content directly and make it available as ad-free product. Those are live channels, but some of them are also streaming content, so on-demand movies. So the first thing that you do, of course, when you search for the content on Roku devices, the first thing that pops up when it's available on the Roku Channel, of course you're gonna click through to that. So those are the 3 different ways: the real estate in the, in the operating system, the marketplace where they get a percentage of revenue, and then their own apps that they're pushing on their platforms. Of course, they're not alone in that game. Amazon is doing the same with Amazon Advertising, making that selling the inventory on the Amazon Prime interface. There I've got Amazon Channels where you can sign up to HBO, Starz, or Showtime in their own interface. And then they're pushing, of course, their own apps by offering Amazon Prime Video, IMDb TV, which is the advertiser-funded video-on-demand service, and Twitch in their own interface. And both of those markets are exploding, including this advertiser video-on-demand, which is going to be an even larger market than it is today. A slightly smaller market in the subscription video-on-demand base because there's only so many subscriptions that we're gonna have as consumers. Interesting, in the marketplace side, Apple is also playing a big game there where they're obviously making the Apple tax similar to the Roku tax or Amazon Fire TV tax or Prime Video tax, where they're selling the channels or helping those channels to sign up or services sign up. They will get a percentage of that revenue, of course. But you might ask, where's Samsung?","visual_description":"The speaker analyzes quarterly revenue bar charts from Roku alongside interview footage of Roku CEO Anthony Wood.","start_ms":459095,"end_ms":716947,"duration_ms":257852,"evidence_grade":"C","confidence_band":"medium","boundary_snap":{"rule_applied":"sentence","snapped_from_ms":459609,"snapped_to_ms":459095},"entity_ids":[],"products_mentioned":[],"category":{"id":"business_finance","label":"Business and Finance"}},{"id":"chapter_video_nKSggCFPqDk_f09c3375e5794b0d","chapter_index":4,"title":"Manufacturer and service strategies to compete","summary":"Sander explains how TV makers like Samsung build native OS ecosystems, Apple relies on widespread partnerships, and Netflix opts out.","transcript_text":"Where's LG? Those are the biggest TV makers. And you're right, those are the biggest TV makers running some of the biggest TV operating systems in the world today. This is a worldwide look now compared to the US look that we had before. So what are they doing about it? So how do they win in this space? What's their strategy if they're not working so closely with those 3 big providers that we already spoke about? Samsung is building their own. So that's number one strategy to win against those big players. And how they're building their own— they built their own complete operating system called Tizen. And the first thing that of course it comes with is the Samsung TV Plus service. And that's pre-installed as soon as you open the TV. That's the first thing that's gonna launch even before you're gonna switch to your cable input or any other input in your TV. That's the first thing you're gonna see. And that's got a ton of channels of content including news and kids and everything that you might want to see. And they are fully in control of that experience. If you turn on the TV, Samsung TV Plus is the first thing that's gonna pop up. So the only way to get on Samsung platform is either you're gonna publish your app on the Tizen Store, or you're gonna integrate with Samsung TV Plus and make your content available there. So they're fully in control of their own destiny. The other way you can win in this space is also what Apple is doing. They're partnering with every single TV operating system and manufacturer. So they made Apple TV app available on Samsung Tizen devices. They made Apple TV available on Roku devices, and they've also made Apple TV available on Fire TV devices. So this is very interesting on Apple is taking the other way where they're not just like pushing out and building their own, but they're also partnering to make sure that their reach is going to be as large as possible. And of course, they're building their own as well with Apple TV+, their own streaming service, which they're selling to consumers or including in their bundles, and Apple TV Channels where they're reselling other people's services. So you can subscribe to other services on Apple TV, and that makes the experience so much more seamless and easier. And of course they're selling their own devices still as well. But it's interesting how they're not just focusing on their own, but they're extending it and integrating with as many service providers as possible to make it a no-brainer consumer experience as they're not necessarily making their own TVs as of yet, or don't have TVs that are necessarily powered by the Apple operating system, but they're building it in and working as closely and partnering as much as possible. Then the third strategy to win is to be Netflix and say, we're gonna opt out. We're not gonna make our content available in the Apple TV app. We're not gonna be selling our subscription to your services because Netflix doesn't wanna muddle around and have someone else control the experience. So if you look at the Apple TV app on your phone or on your Apple TV devices, there is no Netflix there. If you search for it, you're only gonna be linked out to the Netflix app. There's no way to subscribe to Netflix on the Apple App Store services either 'cause they don't wanna be mixed up with HBO Max and CBS and Showtime and Starz and other services. They wanna control their own destiny. And that's why they decided to opt out. They—. When Apple came out with the Apple TV app, they said Apple is a great company, and they— but they want to have their service to have direct connection with their content on their own app. So they decided to opt out. So they tried to skip the streaming platform device by just making their app available there, but everything else is happening outside— the relationship, the billing, everything else, the search. As well as the recommendations are happening outside of their experience. So yes, that is creating a lot of friction. So it's actually taking 19 clicks to watch something on Netflix on an iOS device when you go in the first time. It's much easier with Disney+ when it's integrated with Apple TV and you can just subscribe to the Apple TV app and discover content there. And of course, Apple TV+, their own service, which is just a couple of clicks away. So that friction is still there, but that's also a strategy if you strongly believe that your content is there to stay in the long run. Do you think there's a problem with all of these different types of consolidation, and do you think that you will be— that you're being blocked out from any of it? You know, if we have content that people, consumers, feel great about and really want to watch, then no one's going to block us. And we've never been blocked. It's fine. So no, it's a pretty background issue. The big issue for us is how do we develop amazing stories that you all haven't seen? That's—. So the biggest issue for them is focusing on the studio piece and the streaming service piece, making sure they've got incredible content, incredible streaming service, and try to circumvent the platform and device world by just making their app available there, but everything else— recommendations, search, discovery, as well as billing— happening outside of that experience. So that's another way to win in this space.","visual_description":"The presenter discusses market share charts, Samsung Tizen UI screens, Apple TV multi-platform distribution, and friction bar graphs.","start_ms":716947,"end_ms":996525,"duration_ms":279578,"evidence_grade":"C","confidence_band":"medium","boundary_snap":{"rule_applied":"sentence","snapped_from_ms":715324,"snapped_to_ms":716947},"entity_ids":[],"products_mentioned":[],"category":{"id":"business_finance","label":"Business and Finance"}},{"id":"chapter_video_nKSggCFPqDk_26a0244aaa88d20f","chapter_index":5,"title":"Conclusion and wrap-up","summary":"Sander summarizes the key lessons from the platform wars, thanks the audience, and invites viewers to like and subscribe.","transcript_text":"Thank you so much for watching. I hope you enjoyed this platform wars video and who are the new cable operators. If you did, please give it a thumbs up and let me know in the comments what do you think who are the winners gonna be in the platform war. And subscribe to the channel, hit the bell icon if you don't want to miss out on the new videos that are gonna come out soon. Thanks again for watching and I hope to see you next time.","visual_description":"The presenter wraps up his analysis, gives a thumbs up, waves goodbye, and the video transitions to an outro end screen.","start_ms":996525,"end_ms":1034720,"duration_ms":38195,"evidence_grade":"C","confidence_band":"medium","boundary_snap":{"rule_applied":"sentence","snapped_from_ms":997729,"snapped_to_ms":996525},"entity_ids":[],"products_mentioned":[],"category":{"id":"marketing_media","label":"Marketing and Media"}}],"visual":[{"kind":"window","id":"vwin_video_nKSggCFPqDk_0","window_index":0,"start_ms":0,"end_ms":8958,"duration_ms":8958,"visual_description":"A man stands in front of a white background introducing the topic with title graphics appearing beside him. A man speaks to the camera in front of a white studio backdrop with 'CONTROLLING THE RAILS' text behind him. The camera frames the man as additional question text appears on the white background.","on_screen_text":"CONTROLLING THE RAILS\nWHO ARE THE NEW CABLE OPERATORS?","facets":{"composition":"single subject","lighting_class":"high key","motion_class":"low"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander introduces the topic of platform power and new cable operators against a plain backdrop."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_1","window_index":1,"start_ms":8958,"end_ms":19797,"duration_ms":10839,"visual_description":"A man stands beside an illustrated value chain diagram of the traditional cable world on a white background. The presenter stands on the left of the frame gesturing next to a horizontal flowchart representing the cable industry.","on_screen_text":"CABLE WORLD\nNBA\nESPN\nCOMCAST","facets":{"composition":"split screen","lighting_class":"high key","motion_class":"low"},"products_mentioned":["ESPN"],"entity_ids":["ent_023f5ee6-4b5f-4d8b-b961-3ca807f468a1","ent_8dcc075a-3b48-4656-be7c-89cbd07106a0","ent_9789ddc1-9548-444b-8b21-2d5207648302","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander explains the traditional cable distribution chain using an on-screen flowchart featuring the NBA, ESPN, and Comcast."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_2","window_index":2,"start_ms":19797,"end_ms":32458,"duration_ms":12661,"visual_description":"A man stands next to a bar chart illustrating cord-cutting growth percentages in US broadband households. The speaker explains broadband statistics while standing beside a graphic showing cord-cutting data.","on_screen_text":"CORD CUTTING: 37% BROADBAND HOUSEHOLDS\n~3x\n37.0%\n12.5%\nQ1 '14\nQ2 '20","facets":{"composition":"split screen","lighting_class":"high key","motion_class":"low"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553","ent_e3aa8dd3-fda6-4a44-86c9-1e0cf15d8ef2"],"fused_summary":"Sander discusses the accelerating rate of cord-cutting in US broadband households next to a comparison bar chart."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_3","window_index":3,"start_ms":32458,"end_ms":44556,"duration_ms":12098,"visual_description":"A man presents next to a flowchart showing the streaming distribution ecosystem on a white backdrop. The host explains the streaming supply chain diagram shown beside him on a white screen.","on_screen_text":"STREAMING WORLD\nMANDALORIAN\nLUCASFILM\nISNEP+\nROKU","facets":{"composition":"split screen","lighting_class":"high key","motion_class":"low"},"products_mentioned":["Disney+"],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_3d0f93f2a8e1af3ebb537b30a30ccb70","ent_7009e5bea96f9c93f0804fe2d22278dd","ent_d0334636346a1c48288abd72c3622553","ent_ff4c8fd1-f8f2-4474-8ff8-7350dfd9fddc"],"fused_summary":"Sander contrasts the cable model with the streaming world value chain using logos for The Mandalorian, Disney+, and Roku."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_4","window_index":4,"start_ms":44556,"end_ms":54792,"duration_ms":10236,"visual_description":"A man in a patterned shirt speaks in front of a diagram displaying the streaming industry value chain. 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The presenter emphasizes the platform wars beside the value chain diagram highlighting streaming platforms. The presenter gestures alongside a pie chart illustrating that 76% of US homes have connected TV devices.","on_screen_text":"STREAMING WARS -> PLATFORM WARS\nSTUDIO\nSTREAMING SERVICE\nSTREAMING PLATFORM/DEVICE\nCONSUMER\nCONNECTED DEVICES IN 76% OF US HOMES\n24%\n76%","facets":{"composition":"single subject","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553","ent_e3aa8dd3-fda6-4a44-86c9-1e0cf15d8ef2"],"fused_summary":"The presenter highlights the importance of platform wars as connected TV devices reach widespread adoption in households."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_6","window_index":6,"start_ms":68344,"end_ms":81667,"duration_ms":13323,"visual_description":"The presenter speaks beside a pie chart breaking down the streaming box share of hours across different services. The presenter gestures alongside a graphic showing viewing share between Netflix, Hulu, YouTube, Amazon Prime Video, and others.","on_screen_text":"CONNECTED DEVICES IN 76% OF US HOMES\n24%\n76%\nSTREAMING BOXES SHARE OF HOURS BY SERVICE\n21%\nNETFLIX\n17%\nHULU\n16%\nYOUTUBE\n14%\nAMAZON\nPRIME\nVIDEO\n32%\nOTHER","facets":{"composition":"single subject","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Prime Video","YouTube","Hulu"],"entity_ids":["ent_30690005-d319-4d4e-ad95-bd86b1a791c5","ent_b987acd01400347ba9932dfd412e2c65","ent_d0334636346a1c48288abd72c3622553","ent_e594a2aa602446937196791b467891e4","ent_e8c7c15b-4732-44cf-a856-0a3f4b4e42c9"],"fused_summary":"The host notes that connected TVs are dominant in homes, detailing how users stream top services like Netflix, Hulu, and YouTube."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_7","window_index":7,"start_ms":81667,"end_ms":92763,"duration_ms":11096,"visual_description":"The presenter gestures next to a Sankey chart showing Netflix device viewing migration, transitioning to a quote slide about YouTube CTV growth. The presenter gestures alongside a diagram showing the transition of Netflix viewing toward connected TVs, followed by a YouTube viewership quote.","on_screen_text":"NETFLIX 70% VIEWING ON CONNECTED TVs\nSignup\nViewing Month 1\nViewing Month 6\n25%\n40%\n30%\n5%\n70%\n15%\n10%","facets":{"composition":"single subject","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["YouTube"],"entity_ids":["ent_00022ace0570233aab14a34d6485ef7c","ent_b987acd01400347ba9932dfd412e2c65","ent_d0334636346a1c48288abd72c3622553","ent_e594a2aa602446937196791b467891e4"],"fused_summary":"The host explains that while only 20% of Netflix signups occur on connected TVs, 70% of total viewing happens on them."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_8","window_index":8,"start_ms":92763,"end_ms":107763,"duration_ms":15000,"visual_description":"A man in a patterned shirt gestures while speaking in front of a white slide displaying YouTube CTV viewership growth statistics. A man addresses the camera on the left while a slide displays a quote and stats about YouTube connected TV viewership. The presenter continues gesturing and speaking with the YouTube quote slide in the background.","on_screen_text":"YOUTUBE VIEWERSHIP ON CTV GREW BY 80% Y/Y\nConnected TVs session time and average video length are \"mutiples longer\" when compared to mobile and desktops.\nAnish Kattukaran, YouTube Ads Product Lead","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["YouTube"],"entity_ids":["ent_00022ace0570233aab14a34d6485ef7c","ent_b987acd01400347ba9932dfd412e2c65"],"fused_summary":"A presenter discusses how YouTube's connected TV viewership has grown 80% year over year with longer session times compared to mobile."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_9","window_index":9,"start_ms":107763,"end_ms":121583,"duration_ms":13820,"visual_description":"A man speaks as the background graphic transitions to show four streaming hardware devices: Apple TV, Android TV, Fire TV, and Roku. The presenter stands on the left describing the major streaming device competitors shown on the screen behind him.","on_screen_text":"YOUTUBE VIEWERSHIP ON CTV GREW BY 80% Y/Y\nConnected TVs session time and average video length are \"mutiples longer\" when compared to mobile and desktops.\nAnish Kattukaran, YouTube Ads Product Lead\ntv\nandroidtv\nfiretv\nRoku\namazon","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"instructive"},"products_mentioned":["Amazon Fire TV","Apple TV","Android TV"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_9c9833d560e0777f91b7fa514d78a77f","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"The speaker introduces the main contenders competing in the TV platform space, highlighting Apple TV, Android TV, Amazon Fire TV, and Roku."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_10","window_index":10,"start_ms":121583,"end_ms":130610,"duration_ms":9027,"visual_description":"A man gestures beside a pie chart graphic showing 2018 US market share among Roku, Fire TV, Apple TV, and Android TV. The presenter gestures while discussing the US market share pie chart displayed on the white screen.","on_screen_text":"androidtv\nMARKETSHARE\nUS, 2018\n17%\n38%\ntv\n14%\n31%\nfiretv\nROKU","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":["Amazon Fire TV","Apple TV","Android TV"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_9c9833d560e0777f91b7fa514d78a77f"],"fused_summary":"The speaker points out that Roku is the leading TV operating system market leader, accounting for a significant share of sold televisions."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_11","window_index":11,"start_ms":130610,"end_ms":144488,"duration_ms":13878,"visual_description":"A man analyzes streaming market shares next to a pie chart before the background slide updates to list three core business goals. The presenter continues talking in front of the US market share pie chart. The slide switches to three text bullet points on audience building and monetization as the presenter speaks.","on_screen_text":"androidtv\nMARKETSHARE\nUS, 2018\ntv\n17%\n14%\n38%\nRoku\n31%\nfiretv\n1. BUILD AN AUDIENCE\n2. CONTROL THE EXPERIENCE\n3. MONETIZE THE AUDIENCE","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"thoughtful"},"products_mentioned":["Amazon Fire TV","Chromecast","Apple TV","Android TV"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_41968027e38b6b121f0b8a0910cea4da","ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_9c9833d560e0777f91b7fa514d78a77f","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07"],"fused_summary":"The speaker concludes the breakdown of US market shares among Amazon Fire TV, Android TV, and Apple TV, then questions why owning this platform relationship is essential."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_12","window_index":12,"start_ms":144488,"end_ms":154535,"duration_ms":10047,"visual_description":"A presenter stands in front of a white slide listing three points about platform strategies. A presenter gestures with his fingers beside text points on a white background.","on_screen_text":"1. BUILD AN AUDIENCE\n2. CONTROL THE EXPERIENCE\n3. MONETIZE THE AUDIENCE","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":[],"fused_summary":"The speaker outlines three key steps for platforms: building an audience, controlling the experience, and monetizing that audience."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_13","window_index":13,"start_ms":154535,"end_ms":168750,"duration_ms":14215,"visual_description":"The presenter transitions from a header slide to displaying various streaming hardware and branding logos. Presenter stands beside bold text reading 1. BUILD AN AUDIENCE. Presenter gestures next to streaming devices and logos including Apple TV, Android TV, Fire TV, and Roku.","on_screen_text":"BUILD AN AUDIENCE\ntv\nandroidtv\nfiretv\nRoku","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Apple TV","Android TV"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_9c9833d560e0777f91b7fa514d78a77f"],"fused_summary":"The host discusses how platforms build an audience through direct-to-consumer devices like Apple TV, Roku, and Fire TV while graphic slides show device hardware."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_14","window_index":14,"start_ms":168750,"end_ms":183750,"duration_ms":15000,"visual_description":"The presenter continues discussing streaming hardware, with device partner badges appearing on screen. Presenter speaks beside pictures of streaming sticks, remotes, and streaming platform logos. Partner badges appear below the hardware line-up as the presenter gestures with open hands.","on_screen_text":"tv\nandroidtv\nfiretv\nRoku\namazon\nPowered by androidtv\nfiretv edition\nRoku Powered","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Chromecast","Android TV"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_41968027e38b6b121f0b8a0910cea4da","ent_9c9833d560e0777f91b7fa514d78a77f"],"fused_summary":"The speaker reviews hardware offerings from Android TV and Roku, highlighting how they partner with other manufacturers to expand their ecosystems."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_15","window_index":15,"start_ms":183750,"end_ms":197947,"duration_ms":14197,"visual_description":"The presenter explains OEM partnerships with TV brands against a digital graphic of streaming devices and program badges. Presenter talks animatedly next to partner program logos for streaming ecosystems. Presenter points towards device logos while explaining global availability of OS-powered TVs.","on_screen_text":"tv\nandroidtv\nfiretv\nRoku\namazon\nPowered by\nfiretvedition\nRoku Powered","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Roku Powered","Fire TV Edition"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_3f4c17ccba41f5ad822e9a4af4a59650","ent_a13a7733-0be2-4e51-9318-25622e7b6fbd","ent_ac1945c8ab5457ef0e5cf13d3db25553"],"fused_summary":"The speaker explains how Roku Powered and Fire TV Edition programs license their operating systems directly to TV manufacturers worldwide."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_16","window_index":16,"start_ms":197947,"end_ms":206250,"duration_ms":8303,"visual_description":"A presenter stands before graphics displaying streaming platforms, discussing TV manufacturers using Android TV. The presenter gestures on the left while a slide displays streaming hardware followed by partner lists.","on_screen_text":"tv\nandroidtv\nfiretv\nRoku\nPowered by\nandroidtv\nfiretv edition\nRoku\nPowered\namazon\n50 TV MANUFACTURERS\nSONY\nPHILIPS\nHisense\nTOSHIBA\nGRUNDIG\nINSIGNIA\nSANYO\nTCL\n36 OPERATOR PARTENRS\nAT&T tv\nairtel\nCANAL\nTATA sky\nverizon\n20 TV PARTNERS\n15 TV PARTNERS","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":["Xiaomi","Sony","Hisense","Android TV","Philips"],"entity_ids":["ent_0247a9c6-6399-43ba-885a-8f0605f27f0b","ent_0e3c6aad-eeda-4c75-acaf-b81f87155b8d","ent_76529c37b7cb70d602622054a7ab4b54","ent_9c9833d560e0777f91b7fa514d78a77f","ent_a96114c8-1b2f-49a9-8e42-0e9288e280f8"],"fused_summary":"The presenter explains Android TV's manufacturer partnerships while graphics display platform hardware and brand partners."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_17","window_index":17,"start_ms":206250,"end_ms":218106,"duration_ms":11856,"visual_description":"The presenter explains Android TV's partner network against a chart detailing TV makers and network operators. The presenter gestures beside a structured partner diagram showing TV brands and telecom operators.","on_screen_text":"Powered by\nandroidtv\nfire tv edition\nRoku\nPowered\n50 TV MANUFACTURERS\n20 TV PARTNERS\n15 TV PARTNERS\nSONY\nPHILIPS\nTOSHIBA\nGRUNDIG\nHisense\nSANYO\ninsignia\nTCL\n36 OPERATOR PARTENRS\nOPERATOR PARTENRS\nAT&T tv\nairtel\nTATA sky\nverizon\nCANAL","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":["Xiaomi","Sony","AT&T TV","Canal+","Hisense","Android TV","Philips","Bharti Airtel"],"entity_ids":["ent_0247a9c6-6399-43ba-885a-8f0605f27f0b","ent_0e3c6aad-eeda-4c75-acaf-b81f87155b8d","ent_53524b8f-485c-4413-9ea0-9740eee26c44","ent_5cd5d4f63c004464e7ebb62b33433497","ent_76529c37b7cb70d602622054a7ab4b54","ent_9c9833d560e0777f91b7fa514d78a77f","ent_a96114c8-1b2f-49a9-8e42-0e9288e280f8","ent_add97fa2-d7eb-4143-9347-2e78e374784e"],"fused_summary":"The host highlights Android TV's TV manufacturers and operator partners like AT&T TV beside an informative chart."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_18","window_index":18,"start_ms":218106,"end_ms":232500,"duration_ms":14394,"visual_description":"The presenter stands before a partnership breakdown graphic and explains Amazon Fire TV and Roku ecosystem growth. The presenter gestures outward while detailing Fire TV manufacturer partnerships. The presenter continues explaining partner ecosystems for Amazon and Roku beside partner logo columns.","on_screen_text":"Powered by\nandroidtv\nfire tv edition\nRoku\nPowered\nTV MANUFACTURERS\n20 TV PARTNERS\n15 TV PARTNERS\nSONY\nPHILIPS\nTOSHIBA\nGRUNDIG\nHisense\nSANYO\nINSIGNIA\nTCL\n36 OPERATOR PARTENRS\nOPERATOR PARTENRS\nAT&T tv\nairtel\nTATA sky\nverizon\nNAL","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Toshiba","Hisense","Insignia","Philips","Tata Play","Verizon"],"entity_ids":["ent_0cc23d7f-9a7c-4232-8242-7110f7a3fe03","ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_6d5c2ed7-a731-418d-86c2-d041c8435c1b","ent_76529c37b7cb70d602622054a7ab4b54","ent_851807ec-4ac6-4920-abce-42f041a1c692","ent_a96114c8-1b2f-49a9-8e42-0e9288e280f8","ent_d388b13a-de22-4bf4-a98c-823d5777a2d7","ent_e8815d06-6594-42d7-b6d6-cb3d8b6d263e"],"fused_summary":"The host explains Fire TV and Roku operator and manufacturer partnerships alongside a slide comparison."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_19","window_index":19,"start_ms":232500,"end_ms":241525,"duration_ms":9025,"visual_description":"The presenter emphasizes Roku's operating system strategy in front of platform partnership graphics. The presenter gestures enthusiastically beside the Roku partner column on screen. The presenter brings hands together to summarize the strategic importance of TV OS rails.","on_screen_text":"Powered by\nandroidtv\nfire tv edition\nRoKu\nPowered\nMANUFACTURERS\n20 TV PARTNERS\n15 TV PARTNERS\nNY\nPHILIPS\nm\nHisense\nTOSHIBA\nGRUNDIG\nINSIGNIA\nSANYO\nTCL\n36 OPERATOR PARTENRS\nOPERATOR PARTENRS\ntv\nairtel\nTATA\nsky\nverizon\nAL","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Hisense","Philips","TCL"],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_76529c37b7cb70d602622054a7ab4b54","ent_a96114c8-1b2f-49a9-8e42-0e9288e280f8","ent_f50a179d-74c1-47fe-96a9-ceb963640974"],"fused_summary":"The host outlines Roku's TV partnerships with brands like Hisense, Philips, and TCL powered by Roku OS."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_20","window_index":20,"start_ms":241525,"end_ms":253500,"duration_ms":11975,"visual_description":"In a studio setting, Sander Saar gestures while presenting beside a graphic detailing smart TV operating system platform partners. Sander Saar explains platform partnerships while standing against a graphic matrix displaying Android TV, Fire TV, and Roku brand collaborations.","on_screen_text":"Powered by\nandroidtv\nfire tv edition\nRoku\nPowered\nMANUFACTURERS\n20 TV PARTNERS\n15 TV PARTNERS\nPHILIPS\nHisense\nTOSHIBA\nGRUNDIG\nINSIGNIA\nSANYO\nTCL\n6 OPERATOR PARTENRS\nOPERATOR PARTENRS\nairtel\nTATA\nsky\nverizon","facets":{"composition":"single subject","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Android TV"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_9c9833d560e0777f91b7fa514d78a77f","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar discusses how tech platforms partner with TV manufacturers and network operators to expand their ecosystem reach."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_21","window_index":21,"start_ms":253500,"end_ms":268500,"duration_ms":15000,"visual_description":"In a studio setup, Sander Saar talks alongside a bar graph illustrating the drop in average smart TV selling prices over the years. Sander Saar presents beside a blue bar graph tracking the descending average selling price of smart TVs from 2012 to 2020.","on_screen_text":"AVERAGE SELLING PRICE OF SMART TVS\n$2,100\n$1,950\n$1,800\n$1,650\n$1,510\n$1,350\n$1,200\n2012\n2013\n2014\n2015\n2016\n2017\n2020\n$329\nRoku Powered\n$29","facets":{"composition":"single subject","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar explains how TV prices and streaming sticks have become significantly cheaper in recent years."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_22","window_index":22,"start_ms":268500,"end_ms":279333,"duration_ms":10833,"visual_description":"In a studio setup, Sander Saar discusses hardware margins while visuals transition between a bar chart and a line graph showing production costs versus selling price. Sander Saar continues his presentation alongside the bar chart of falling smart TV selling prices. A graphic showing production cost versus selling price appears as Sander Saar gestures to explain margins.","on_screen_text":"AVERAGE SELLING PRICE OF SMART TVS\n$2,100\n$1,950\n$1,800\n$1,650\n$1,510\n$1,350\n$1,200\n2013\n2014\n2015\n2016\n2017\n2020\n$329\nRoku Powered\n$29\nPRODUCTION COST VS SELLING PRICE\nHigh definition, low prices\nCost of LCD panels per m2, $'000\n6\n5\n4\n3\n2\n1\nAverage selling price\nProduction costs\n0\n2001\n02\n03\n04\n05\n06\n07\n08\n09\n10\n11\nSource: Sanford C. Bernstein","facets":{"composition":"single subject","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"thoughtful"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar explains how hardware profit margins have vanished as companies sell devices near or below cost."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_23","window_index":23,"start_ms":279333,"end_ms":291167,"duration_ms":11834,"visual_description":"In a studio setting, Sander Saar gestures dynamically beside a graph showing production cost against selling price. Sander Saar explains business model shifts while positioned beside a graphic showing LCD panel production cost versus selling price.","on_screen_text":"PRODUCTION COST VS SELLING PRICE\nHigh definition, low prices\nCost of LCD panels per m2, $'000\n6\n5\n4\n3\n2\n1\nAverage selling price\nProduction costs\n0\n2001 02 03 04 05 06 07 08 09 10 11\nSource: Sanford C. Bernstein","facets":{"composition":"single subject","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar describes how manufacturers sell hardware at or below cost because platforms have discovered new monetization streams."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_24","window_index":24,"start_ms":291167,"end_ms":300000,"duration_ms":8833,"visual_description":"A presenter speaks against a white backdrop with graphics before a congressional hearing clip appears. Presenter gestures beside a line chart comparing LCD production costs to selling prices. Presenter stands against a plain white background speaking directly to the audience. US Representative Jamie Raskin questions a witness during a congressional hearing committee session.","on_screen_text":"PRODUCTION COST VS SELLING PRICE\nHigh definition, low prices\nCost of LCD panels per m², $'000\nAverage selling price\nProduction costs\n2001 02 03 04 05 06 07 08 09 10 11\nSource: Sanford C. Bernstein\nMR. RASKIN","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"serious"},"products_mentioned":["Echo"],"entity_ids":["ent_49ea878c5106c60c5b39dc74f3a6a8a3","ent_7ed6d90c12de0bc7aa537df82ee872b4","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07"],"fused_summary":"The presenter discusses TV pricing dynamics before cutaway footage shows a US congressional hearing inquiring about Amazon Echo pricing."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_25","window_index":25,"start_ms":300000,"end_ms":309375,"duration_ms":9375,"visual_description":"Jeff Bezos responds via videoconference testimony during a House Judiciary hearing. Jeff Bezos addresses the committee via video feed against a wooden office background.","on_screen_text":"JEFF BEZOS\nCisco WebEx\nFounder, CEO, Amazon\nYouTube House Judiciary","facets":{"composition":"centered","lighting_class":"indoor artificial","motion_class":"static","camera_type_hint":"medium shot","dominant_speaker_emotion":"calm"},"products_mentioned":[],"entity_ids":["ent_2c10033d-ef21-484a-b6bb-4e24a887502a","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07","ent_fdffef7513d118be61e3a1c7ea59637a"],"fused_summary":"Jeff Bezos explains over video testimony that promotional pricing on devices may occasionally fall below production cost."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_26","window_index":26,"start_ms":309375,"end_ms":318550,"duration_ms":9175,"visual_description":"The presenter reacts to the testimony clip and explains hardware sale strategies. The presenter is shown in front of Jeff Bezos' video feed, smiling and nodding. The presenter stands on the left beside a text card quoting Jeff Bezos' statement.","on_screen_text":"Sometimes when it's on promotion\nit may be sold below cost, yes.\nJeff Bezos, Founder & CEO, Amazon","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Echo"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2c10033d-ef21-484a-b6bb-4e24a887502a","ent_7ed6d90c12de0bc7aa537df82ee872b4","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07"],"fused_summary":"The presenter analyzes Jeff Bezos' quote displayed on screen, explaining that Amazon regularly discounts Echo and Fire TV devices."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_27","window_index":27,"start_ms":318550,"end_ms":326550,"duration_ms":8000,"visual_description":"The presenter continues breaking down hardware pricing models against a title card backdrop. The presenter speaks beside a Bezos quote before transitioning to a slide reading 'CONTROL THE EXPERIENCE'.","on_screen_text":"Sometimes when it’s on promotion\nit may be sold below cost, yes.\nJeff Bezos, Founder & CEO, Amazon\nCONTROL THE EXPERIENCE","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Echo"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2c10033d-ef21-484a-b6bb-4e24a887502a","ent_7ed6d90c12de0bc7aa537df82ee872b4","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07"],"fused_summary":"The presenter outlines how Amazon sells streaming hardware below cost before moving to the next strategic point."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_28","window_index":28,"start_ms":326550,"end_ms":337500,"duration_ms":10950,"visual_description":"In a studio setting, a presenter speaks beside a slide reading '2. CONTROL THE EXPERIENCE'. The presenter speaks and gestures with clasped hands beside a slide titled '2. CONTROL THE EXPERIENCE'. The presenter continues speaking enthusiastically, gesturing with both hands beside the slide.","on_screen_text":"2. CONTROL THE EXPERIENCE\nSUBSCRIBED","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":[],"fused_summary":"The presenter introduces the topic of controlling the user experience, discussing how companies monetize beyond hardware sales."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_29","window_index":29,"start_ms":337500,"end_ms":348750,"duration_ms":11250,"visual_description":"In a studio setting, the presenter gestures next to an Amazon Fire TV home screen interface graphic. The presenter talks while a graphic of the Fire TV user interface appears on the right. Orange callout circles appear on the Fire TV UI highlighting Amazon Prime Video and original shows.","on_screen_text":"Home\nLive\nYour Videos\nMovies\nTV Shows\nApps\nSettings\nAMAZON ORIGINAL\nThe Marvelous Maisel\nIncluded with prime\nRECENT\nNEW AMSTERDAM\nYOUR CHANNELS & APPS\nHUNTERS\nBILLIONS\nJACK RYAN\nNETFLIX\nOUR PLANET\nprime video\nYouTube\nDisney+","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Amazon Prime Video"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_30690005-d319-4d4e-ad95-bd86b1a791c5","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07"],"fused_summary":"The presenter explains how Amazon controls the Fire TV experience, pointing out pre-installed and promoted Amazon content on the interface."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_30","window_index":30,"start_ms":348750,"end_ms":359750,"duration_ms":11000,"visual_description":"In a studio setting, the presenter gestures toward the Fire TV interface graphic with highlighted Amazon content tiles. The presenter points out specific highlighted Amazon shows on the Fire TV interface display.","on_screen_text":"AMAZON ORIGINAL\nThe Marvelous Maisel\nIncluded with prime\nHUNTERS\nJACK RYAN\nprime video","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Prime Video"],"entity_ids":["ent_30690005-d319-4d4e-ad95-bd86b1a791c5","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07"],"fused_summary":"The presenter highlights that a majority of the content on the Fire TV home screen is Amazon-branded, illustrating how the platform controls the viewer's experience."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_31","window_index":31,"start_ms":359750,"end_ms":371250,"duration_ms":11500,"visual_description":"In a studio setting, the presenter holds up a TV remote while discussing Android TV voice search beside a search UI graphic. The presenter raises a small black remote control next to an Android TV search interface displaying Planet Earth.","on_screen_text":"Planet Earth\nTelevision series · IMDb® Score 9.4/10 · Rotten Tomatoes® Score 95%\nDazzling, state-of-the-art high-definition imagery highlights this breathtaking documentary series featuring footage of some of the world's most awe-inspiring natural wonders -- from the oceans to the deserts to the polar ice caps. Actress Sigourney Weaver narrates thi...\n$1.99 Google Play Movies\nAvailable on VUDU\ning...\nTry Planet Earth\nFamous nature shows on Netflix\nDavid Attenborough TV shows\nEarth shows\nPlay Sever\nOne","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Android TV","Google TV"],"entity_ids":["ent_9c9833d560e0777f91b7fa514d78a77f","ent_b6f840e6d97b87285deb8f23dfc773f8","ent_f7b8a4ecc4996f256f0daba356a0646f"],"fused_summary":"The presenter demonstrates voice search on Android TV by holding a remote control and showing how Google Play Movies is promoted first in the search results."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_32","window_index":32,"start_ms":371250,"end_ms":382500,"duration_ms":11250,"visual_description":"Sander Saar speaks in front of an Android TV interface demonstrating Google Play search results for Planet Earth. Sander Saar gestures while standing before a screen showing Google Play Movies details for Planet Earth on Android TV. Sander Saar speaks as the screen switches to the BBC Season 1 episode purchase list for Planet Earth.","on_screen_text":"planet earth\non series\nIMDb Score 9.4/10\nRotten Tomatoes Score 95%\nzling, state-of-the-art high-definition imagery highlights this\nbreathtaking documentary series featuring footage of some of the\nworld's most awe-inspiring natural wonders -- from the oceans to the\ndeserts to the polar ice caps. Actress Sigourney Weaver narrates thi...\n$1.99\nGoogle Play Movies\nAvailable on\nVUDU\nTry Planet Earth\nFamous nature shows on Netflix\nDavid Attenborough TV shows\nEarth shows\nPlay Sev\nGoogle\nAll\nImages\nVideos\nNews\nMaps\nMore\nSettings\nTools\nAbout 1,300,000,000 results (1.11 seconds)\nSuggested based on your recent activity:\nplanet earth streaming\nYour Search activity\nFeedback\nwww.bbc.co.uk programmes\nPlanet Earth - BBC One\nPlanet Earth. David Attenborough celebrates the amazing variety of the natural world in this epic\ndocumentary series, filmed over four years across 64 different ...\nPlanet Earth II\nEpisodes\nPlanet Earth iPlayer\nClips\nTRAILER\n17:35\nPlanet Earth II: Official\nExtended Trailer | BBC\nEarth\nBBC Earth\nYouTube - Oct 14, 2016\nThe Planet Earth\nCollection - Part 1 | Top\n5 | BBC Earth\nYouTube - Mar 14, 2020\nOur Planet | One Planet\n| FULL EPISODE |\nNetflix\nYouTube - Apr 17, 2020\nple also ask\nthe planet Earth?\nMore images\nPlanet Earth\n2006 Documentary 1 season\nWatch now\nFrom $1.99\nWatched it?\nWatchlist\nAll watch options\n9.4/10\nIMDb\n95%\nRotten Tomatoes\n92% liked this TV show\nGoogle users\nDazzling, state-of-the-art high-definition imagery highlights this","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"static","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Android TV","Google TV"],"entity_ids":["ent_06e83ae7199d91f449df787e754d5395","ent_9c9833d560e0777f91b7fa514d78a77f","ent_b6f840e6d97b87285deb8f23dfc773f8","ent_d0334636346a1c48288abd72c3622553","ent_f7b8a4ecc4996f256f0daba356a0646f"],"fused_summary":"Sander Saar discusses how Android TV prioritizes Google Play Movies in search results when looking up TV shows like Planet Earth."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_33","window_index":33,"start_ms":382500,"end_ms":395917,"duration_ms":13417,"visual_description":"Sander Saar explains Google search results and IMDb integration with Amazon Prime Video in front of web screen captures. Sander Saar explains content linking against a backdrop of Google search results for Planet Earth. Sander Saar points toward the IMDb page for Planet Earth II highlighting the Watch on Prime Video button.","on_screen_text":"planet earth\nAll\nImages\nVideos\nNews\nMaps\nMore\nSettings\nTools\nAbout 1,300,000,000 results (1.11 seconds)\nSuggested based on your recent activity:\nplanet earth streaming\nwww.bbc.co.uk ′ programmes ′\nPlanet Earth - BBC One\nPlanet Earth. David Attenborough celebrates the amazing variety of the natural world in this epic documentary series, filmed over four years across 64 different ...\nPlanet Earth II ′ Episodes ′ Planet Earth iPlayer ′ Clips\nTRAILER\n2:47\nPlanet Earth II: Official Extended Trailer | BBC Earth\nBBC Earth\nYouTube ′ Oct 14, 2016\n17:35\nThe Planet Earth Collection - Part 1 | Top 5 | BBC Earth\nYouTube ′ Mar 14, 2020\n49:28\nOur Planet | One Planet | FULL EPISODE | Netflix\nNetflix\nYouTube ′ Apr 17, 2020\nMore images\nPlanet Earth\n2006 ′ Documentary ′ 1 season\nWatch now\nFrom $1.99\nWatched it?\nWatchlist\n││ All watch options\n9.4/10\nIMDb\n95%\nRotten Tomatoes\n92% liked this TV show\nGoogle users\nDazzling, state-of-the-art high-definition imagery highlights this breathtaking documentary series featuring footage of some of the world's most awe-inspiring natural wonders -- from the oceans to the deserts to the polar ice caps. Actress Sigourney Weaver narrates this American version of the original BBC production\nPeople also ask\nhat is the planet Earth?\nMenu\nIMDb TV\nSearch IMDb\nIMDbPro\nSign In\nprime video\nEnjoy unlimited streaming on Prime Video Start your 30-day free trial today\nFULL CAST AND CREW\nTRIVIA\nUSER REVIEWS\nMORE │\nSHARE\nPlanet Earth II\nTV-G ′ 4h 58min ′ Documentary ′ TV Mini-Series (2016)\n9.5/10\n91,479\nRate This\nEpisode Guide\n6 episodes\nPLANET EARTH II\nTrailer\n2 VIDEOS\n303 IMAGES\nDavid Attenborough returns in this breathtaking documentary showcasing life on Planet Earth.\nStar: David Attenborough\nEN\nWatch on Prime Video $12.99\nAdd to Watchlist\nReviews\n117 User\nPopularity\n809 (│20)\nTop-Rated Episodes\nS1,E1\nIslands\nWildlife documentary series with David Attenborough, beginning with a look at the remote islands which offer sanctuary to some of the planet's rarest creatures.\n9.4 ★ Rate\nS1,E2\nMountains\nWildlife documentary series with David Attenborough continues with a unique and intimate glimpse into secretive lives of mountain-dwelling animals.\n9.0 ★ Rate\nS1,E6\nCities\nCities are the newest habitat on Planet Earth. The series documents the wildlife in our cities.\n8.8 ★ Rate\nSee more episodes 2\nStreaming Picks for a Post-Westeros World","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"static","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Prime Video","YouTube"],"entity_ids":["ent_30690005-d319-4d4e-ad95-bd86b1a791c5","ent_5ee44b5c-468f-4de1-a66a-bd96483367a7","ent_b987acd01400347ba9932dfd412e2c65","ent_d0334636346a1c48288abd72c3622553","ent_d6a972af-d1ab-47c1-b433-aed1caba25c7"],"fused_summary":"Sander Saar illustrates how Google search links to YouTube content purchases and how IMDb links directly to Amazon Prime Video streaming."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_34","window_index":34,"start_ms":395917,"end_ms":410917,"duration_ms":15000,"visual_description":"Sander Saar highlights how Amazon Prime Video and Roku place their own streaming channels prominently on their interfaces. Sander Saar gestures towards the Amazon Prime Video store page for Planet Earth II. Sander Saar gestures while standing next to a Roku television interface with The Roku Channel highlighted.","on_screen_text":"amazon prime\nPrime Video\nCustomer Service\nPrime\nGift Cards\nFresh\nWhole Foods\nBrowsing History\nBest Sellers\nSander's Amazon.com\nToday's Deals\n90 days free: Amazon Music HD\nHello, Sander\nAccount & Lists\nReturns\n& Orders\nCart\nHome\nFree to me\nStore\nChannels\nCategories\nMy Stuff\nWatch Party\nWHO'S WATCHING?\nSander\nanet Earth II\n1\n(2,043)\nIMDb 9.5\n2017\nTV-PG\nEarth II explores the unique characteristics of Earth's most iconic habitats and the extraordinary\nanimals survive within them. New technology has allowed individual stories to be captured in an\nalleled level of detail. From spellbinding wildlife spectacle to intimate encounters, Planet Earth II\ne you closer than ever before.\nring\nDavid Attenborough\nenres\nDocumentary\nSubtitles\nEnglish [CC]\nAudio languages\nEnglish\nExclusive Prime member discount\nde 1\nBuy Season 1\nHD $19.99 $9.99\nMore purchase\noptions\nAdd Season to\nWatchlist\ngree to\nTerms. Sold by Amazon.com Services LLC.\nShare\nFeedback\nRoku\nLos subtítulos están activados.\nInicio\nFunción gratuita\nMi actividad (5)\nBuscar\nCanales de streaming\nConfiguracion\nNETFLIX\ntv\nROKU\nChannel\nSHOWTIME\npandora\nnickjr.\nSTARZ\nepix\npluto tv\nHBO","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"static","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Prime Video","The Roku Channel"],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_30690005-d319-4d4e-ad95-bd86b1a791c5","ent_4fda982f5320b82c8327fdbfe4959b37","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar demonstrates how Amazon redirects IMDb viewers to Prime Video and how Roku reserves prime home screen estate for The Roku Channel."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_35","window_index":35,"start_ms":410917,"end_ms":421016,"duration_ms":10099,"visual_description":"Sander Saar introduces commentary followed by a CNBC interview clip featuring Roku CEO Anthony Wood. Sander Saar speaks directly to the camera against a white backdrop. Sander Saar appears on the left beside a framed video inset of Anthony Wood speaking on CNBC. Anthony Wood speaks during a CNBC broadcast with an on-screen name graphic.","on_screen_text":"ROKU\nLos subtítulos están activados.\nInicio\nFunción gratuita\nMi actividad (5)\nBuscar\nCanales de streaming\nConfiguracion\nNETFLIX\ntv\nRoKu Channel\nSHOWTIME\npandora\nnickjr.\nSTARZ\nePix\npluto tv\nHBO\nANTHONY WOOD","facets":{"composition":"centered","lighting_class":"indoor artificial","motion_class":"static","camera_type_hint":"medium close-up","dominant_speaker_emotion":"serious"},"products_mentioned":[],"entity_ids":["ent_103813430a37d3c6204030330ff51182","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_52469645e09df136fbe6a1234fc6014b","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar discusses Roku's promotional tactics followed by an archival CNBC interview with Anthony Wood explaining content promotion."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_36","window_index":36,"start_ms":421016,"end_ms":433042,"duration_ms":12026,"visual_description":"Anthony Wood speaks during a CNBC broadcast against an outdoor background. Anthony Wood delivers remarks via video link with on-screen graphics identifying him.","on_screen_text":"YouTube CNBC\nANTHONY WOOD\nFounder, CEO, Roku","facets":{"composition":"centered","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium close-up","dominant_speaker_emotion":"thoughtful"},"products_mentioned":[],"entity_ids":["ent_103813430a37d3c6204030330ff51182","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_52469645e09df136fbe6a1234fc6014b"],"fused_summary":"Anthony Wood explains how Roku uses its interface to promote upcoming TV seasons to consumers."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_37","window_index":37,"start_ms":433042,"end_ms":446250,"duration_ms":13208,"visual_description":"The screen transitions from Anthony Wood speaking to host Sander Saar presenting beside a quote card. Anthony Wood finishes his statement on the video call feed. Sander Saar appears on the left against the backdrop of Anthony Wood's video interview. Sander Saar gestures while standing alongside a graphic card featuring Wood's quote.","on_screen_text":"YouTube CNBC\nWe have a lot of areas in the user interface, where we can make customers aware a new TV season is about to start\nAnthony Wood, Founder & CEO, Roku","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_103813430a37d3c6204030330ff51182","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Anthony Wood wraps up his thoughts accompanied by a measured gasp sound effect, leading into Sander Saar analyzing the quote in front of a digital slide."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_38","window_index":38,"start_ms":446250,"end_ms":459609,"duration_ms":13359,"visual_description":"Sander Saar talks and gestures animatedly while positioned next to an on-screen text graphic. Sander Saar actively explains platform control next to a displayed quote slide. Sander Saar continues his breakdown before the slide title updates.","on_screen_text":"We have a lot of areas in the user\ninterface, where we can make\ncustomers aware a new TV season\nis about to start\nAnthony Wood, Founder & CEO, Roku","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":[],"entity_ids":["ent_103813430a37d3c6204030330ff51182","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar analyzes Roku's strategy to maintain control over real estate inside its platform ecosystem."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_39","window_index":39,"start_ms":459609,"end_ms":467743,"duration_ms":8134,"visual_description":"Sander Saar speaks in front of text stating '3. MONETIZE THE AUDIENCE' against a plain background. Sander Saar presents beside bold chapter text outlining monetization of audiences.","on_screen_text":"3. MONETIZE THE AUDIENCE","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"instructive"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Sander Saar questions how platforms monetize their audiences and control over the viewer experience."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_40","window_index":40,"start_ms":467743,"end_ms":478500,"duration_ms":10757,"visual_description":"In a brightly lit studio setting against a white background with a Roku revenue chart graphic, a man in a patterned shirt gestures while speaking to the camera. The presenter stands in front of a white backdrop beside an informational bar chart showing Roku's quarterly platform versus player revenue, gesturing with both hands as he explains.","on_screen_text":"ROKU REVENUE\nPLATFORMS FROM 54% TO 69% OF REVENUE\nPlatform\nPlayer\n$137M\n$75M\n$62M\nQ1 2018\n$157M\n$90M\n$67M\nQ2 2018\n$173M\n$100M\n$73M\nQ3 2018\n$275M\n$151M\n$124M\nQ4 2018\n$207M\n$134M\nQ1 2019\n$250M\n$168M\n$82M\nQ2 2019\n$261M\n$179M\nQ3 2019\n$412M\n$260M\n$152M\nQ4 2019\n$321M\n$233M\n$88M\nQ1 2020\n$356M\n$245M\n$111M\nQ2 2020","facets":{"composition":"two-shot","lighting_class":"high key","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"thoughtful"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"In a studio setting with an on-screen chart displaying Roku revenue breakdown, the presenter gestures while explaining how Roku transitioned away from player hardware sales toward platform revenue."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_41","window_index":41,"start_ms":478500,"end_ms":486660,"duration_ms":8160,"visual_description":"Against a white background displaying a financial bar chart, the man speaks emphatically with hand motions explaining platform revenue growth. The presenter remains in a medium shot next to the financial graphic showing platform versus player revenue, using expressive hand motions as he speaks.","on_screen_text":"ROKU REVENUE\nPLATFORMS FROM 54% TO 69% OF REVENUE\nPlatform\nPlayer\n$137M\n$75M\n$62M\nQ2 2018\n$157M\n$90M\n$67M\nQ3 2018\n$173M\n$100M\n$73M\nQ4 2018\n$275M\n$151M\n$124M\nQ1 2019\n$207M\n$134M\nQ2 2019\n$250M\n$168M\n$82M\nQ3 2019\n$261M\n$179M\nQ4 2019\n$412M\n$260M\n$152M\nQ1 2020\n$321M\n$233M\n$88M\nQ2 2020\n$356M\n$245M\n$111M","facets":{"composition":"two-shot","lighting_class":"high key","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The presenter continues discussing Roku's revenue shift, pointing out how the platform segment became the primary driver of their financial growth."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_42","window_index":42,"start_ms":486660,"end_ms":495583,"duration_ms":8923,"visual_description":"In a bright studio setting, the presenter gestures while explaining Roku's monetization models as the on-screen bar graph updates to show earnings data. The speaker actively gestures with his hands on the left half of the frame as the background graphic switches to reflect Roku's earnings from platforms.","on_screen_text":"ROKU REVENUE\nPLATFORMS FROM 54% TO 69% OF REVENUE\nPlatform\nPlayer\n$137M\n$75M\n$62M\n$157M\n$90M\n$67M\n$173M\n$100M\n$73M\n$275M\n$151M\n$124M\n$207M\n$134M\n$250M\n$168M\n$82M\n$261M\n$179M\n$412M\n$260M\n$152M\n$321M\n$233M\n$88M\n$356M\n$245M\n$111M\nQ2 2018\nQ3 2018\nQ4 2018\nQ1 2019\nQ2 2019\nQ3 2019\nQ4 2019\nQ1 2020\nQ2 2020\nPLATFORMS FROM 84% TO 95% OF EARNINGS\n$63M\n$53M\n$10M\n$78M\n$15M\n$79M\n$71M\n$8M\n$112M\n$109M\n$3M\n$101M\n$94M\n$7M\n$114M\n$110M\n$5M\n$119M\n$6M\n$162M\n$141M\n$131M\n$11M\n$147M\n$139M","facets":{"composition":"two-shot","lighting_class":"high key","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The presenter breaks down Roku's platform revenue streams, such as ad sales and licensing, while the graphic transitions to show earnings percentages."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_43","window_index":43,"start_ms":495583,"end_ms":504042,"duration_ms":8459,"visual_description":"Standing next to a chart illustrating Roku earnings, the presenter explains hardware losses and platform monetization while gesturing with open hands. The presenter continues explaining Roku's earnings model in front of the white backdrop with the earnings bar chart graphic, making dynamic hand gestures.","on_screen_text":"ROKU REVENUE\nPLATFORMS FROM 84% TO 95% OF EARNINGS\nPlatform\nPlayer\n$63M\n$53M\n$10M\n$78M\n$15M\nQ2 2018\n$79M\n$71M\n$8M\nQ3 2018\nQ4 2018\n$112M\n$109M\n$3M\n$101M\n$94M\n$7M\nQ1 2019\n$114M\n$110M\n$5M\nQ2 2019\n$119M\n$6M\nQ3 2019\n$162M\nQ4 2019\n$141M\n$131M\n$11M\nQ1 2020\n$147M\n$139M\nQ2 2020","facets":{"composition":"two-shot","lighting_class":"high key","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"thoughtful"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The presenter explains that hardware devices are frequently sold below cost, highlighting how Roku player losses in late 2019 were compensated by platform ad sales and marketplace control."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_44","window_index":44,"start_ms":504042,"end_ms":515540,"duration_ms":11498,"visual_description":"A man in a patterned shirt gestures in front of a white background displaying a bar chart titled Roku Revenue. A man gestures expressively as he stands beside a revenue bar chart for Roku against a bright white backdrop.","on_screen_text":"ROKU REVENUE\nPLATFORMS FROM 84% TO 95% OF EARNINGS\nPlatform\nPlayer\n$63M\n$53M\n$10M\n$78M\n$15M\n$79M\n$71M\n$8M\n$112M\n$109M\n$3M\n$101M\n$94M\n$7M\n$114M\n$110M\n$5M\n$119M\n$6M\n$162M\n$141M\n$131M\n$11M\n$147M\n$139M\nQ2 2018\nQ3 2018\nQ4 2018\nQ1 2019\nQ2 2019\nQ3 2019\nQ4 2019\nQ1 2020\nQ2 2020","facets":{"composition":"split screen","lighting_class":"high key","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The speaker analyzes a chart illustrating Roku's revenue split between player sales and platform business."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_45","window_index":45,"start_ms":515540,"end_ms":528250,"duration_ms":12710,"visual_description":"The presenter continues discussing Roku's revenue breakdown in front of the graphic before it transitions to a black screen. The speaker concludes his overview of the revenue bar chart against a white studio background.","on_screen_text":"ROKU REVENUE\nPLATFORMS FROM 84% TO 95% OF EARNINGS\nPlatform\nPlayer\n$63M\n$53M\n$10M\nQ2 2018\n$78M\n$15M\nQ3 2018\n$79M\n$71M\n$8M\nQ4 2018\n$112M\n$109M\n$3M\nQ1 2019\n$101M\n$94M\n$7M\nQ2 2019\n$114M\n$110M\n$5M\nQ3 2019\n$119M\n$6M\nQ4 2019\n$162M\nQ1 2020\n$141M\n$131M\n$11M\nQ2 2020\n$147M\n$139M","facets":{"composition":"split screen","lighting_class":"high key","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The presenter explains how platform earnings dominate Roku's total revenue while the chart graphic transitions to a video inset."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_46","window_index":46,"start_ms":528250,"end_ms":543088,"duration_ms":14838,"visual_description":"An interview segment plays showing Roku CEO Anthony Wood speaking on CNBC, with the presenter visible alongside. A broadcast clip features Anthony Wood speaking with a landscape background while Sander Saar is superimposed in the corner. Anthony Wood continues discussing customer acquisition and business partnerships on screen.","on_screen_text":"ANTHONY WOOD\nYouTube CNBC","facets":{"composition":"split screen","lighting_class":"studio","motion_class":"static","camera_type_hint":"medium close-up","dominant_speaker_emotion":"neutral"},"products_mentioned":[],"entity_ids":["ent_103813430a37d3c6204030330ff51182","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_52469645e09df136fbe6a1234fc6014b","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"Roku CEO Anthony Wood explains how Roku connects television viewers with streaming services and shares subscription revenue."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_47","window_index":47,"start_ms":543088,"end_ms":555000,"duration_ms":11912,"visual_description":"The presenter reacts enthusiastically in the foreground as the interview clip of Anthony Wood continues in the background frame. The host smiles and starts to speak in front of the video inset of Anthony Wood. The host uses animated hand gestures while breaking down the interview statement. The host concludes his point on cable brokers with hands open toward the camera.","on_screen_text":null,"facets":{"composition":"split screen","lighting_class":"high key","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_103813430a37d3c6204030330ff51182","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The host points out how Roku operates like a modern cable company by brokering deals between content providers and consumers."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_48","window_index":48,"start_ms":555000,"end_ms":566500,"duration_ms":11500,"visual_description":"The presenter stands in front of a white slide displaying a quote from Anthony Wood, Founder and CEO of Roku. A presenter stands on the left side of the frame while a slide shows a quote from Anthony Wood, Roku CEO.","on_screen_text":"We get paid when we help sign up customers to the streaming services on our platform\nAnthony Wood, Founder & CEO, Roku\nROKU ACQUIRES DATAXU DSP FOR $150M\nCreate your Roku account\nYou need a Roku account to activate your device and access entertainment across thousands of streaming channels.\nFirst name*\nLast name*\nEmail*\nPassword*\nDate of birth*\nMonth\nDate\nYear\nGender*\nGender\nI have read and agree to the Terms and Conditions & Privacy Policy.\nI'm not a robot\nContinue\nThese fields are required\nRoku\ndataxu","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"instructive"},"products_mentioned":[],"entity_ids":["ent_103813430a37d3c6204030330ff51182","ent_2542035d-d2ac-4e09-9e85-cb039e777cda"],"fused_summary":"The speaker explains how Roku makes money by brokering deals between content providers and users, requiring user data like gender and birth dates."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_49","window_index":49,"start_ms":566500,"end_ms":574500,"duration_ms":8000,"visual_description":"The presenter gestures next to a slide detailing Roku's acquisition of dataxu DSP for $150M. The presenter speaks next to an informational slide about Roku acquiring dataxu DSP with an account creation form mockup.","on_screen_text":"ROKU ACQUIRES DATAXU DSP FOR $150M\nCreate your Roku account\nYou need a Roku account to activate your device and access\nentertainment across thousands of streaming channels.\nFirst name*\nLast name*\nEmail*\nPassword*\nDate of birth*\nMonth\nDate\nYear\nGender*\nGender\nI have read and agree to the Terms and Conditions &\nPrivacy Policy.\nI'm not a robot\nContinue\n*These fields are required\nRoku\ndataxu","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda"],"fused_summary":"The speaker discusses Roku's acquisition of DataZoo, explaining how it operates as a demand-side advertising platform."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_50","window_index":50,"start_ms":574500,"end_ms":589500,"duration_ms":15000,"visual_description":"The presenter continues speaking about Roku's advertising platform alongside the dataxu acquisition slide. The presenter explains Roku's ad platform growth next to the dataxu graphic.","on_screen_text":"ROKU ACQUIRES DATAXU DSP FOR $150M\nCreate your Roku account\nYou need a Roku account to activate your device and access entertainment across thousands of streaming channels.\nFirst name*\nLast name*\nEmail*\nPassword*\nDate of birth*\nMonth\nDate\nYear\nGender*\nGender\nI have read and agree to the Terms and Conditions & Privacy Policy.\nI'm not a robot\nreCAPTCHA\nPrivacy - Terms\nContinue\nThese fields are required\nRoku\ndataxu","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Facebook"],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_57e36c5da0caa91427a797c7e5b6f432","ent_5ee44b5c-468f-4de1-a66a-bd96483367a7","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07"],"fused_summary":"The speaker contrasts Roku's fast-growing advertising platform with major competitors like Amazon, Google, and Facebook."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_51","window_index":51,"start_ms":589500,"end_ms":601445,"duration_ms":11945,"visual_description":"The presenter introduces three monetization methods beside a slide displaying Advertising, Marketplace, and Own Apps. The presenter points towards a presentation screen outlining Advertising (OneView), Marketplace, and Own Apps.","on_screen_text":"ROKU ACQUIRES DATAXU DSP FOR $150M\nCreate your Roku account\nYou need a Roku account to activate your device and access\nentertainment across thousands of streaming channels.\nFirst name*\nLast name*\nEmail*\nPassword*\nDate of birth*\nMonth\nDate\nYear\nGender*\nGender\nI have read and agree to the Terms and Conditions &\nPrivacy Policy.\nI'm not a robot\nreCAPTCHA\nPrivacy - Terms\nContinue\n*These fields are required\nRoku\ndataxu\nADVERTISING\nMARKETPLACE\nOWN APPS\nOneView\nSpotlight\nFall TV\nPremieres\nWatch Now\nZORN\nSinex\nNETFLIX\nprime video\nSpectrum\nChannel\nThe\nhulu\nYouTube\nHBO GO\namazon\nsling\nCRACKLE\nvevo\nYouTube TV\nSling TV\nPluto TV - It's Free TV.\nTubi - Free Movies &\nCONTAGION\nGAMBLER\nGRUDGE MATCH","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"instructive"},"products_mentioned":["The Roku Channel","OneView"],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_4fda982f5320b82c8327fdbfe4959b37","ent_ce8c855e5876de44940a37c8a5696a59"],"fused_summary":"The presenter explains how Roku monetizes its platform through OneView advertising banners, marketplace features, and native apps."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_52","window_index":52,"start_ms":601445,"end_ms":615192,"duration_ms":13747,"visual_description":"In a studio setting, a man gestures toward a presentation slide displaying advertising and marketplace strategies for streaming services. In front of a white slide breaking down Roku's advertising and marketplace, a man gestures as he explains revenue models.","on_screen_text":"ADVERTISING\nMARKETPLACE\nOWN APPS\nOneView\nROKU\nChannel\nNETFLIX\nhulu\nSpectrum TV\nThe Roku Channel\nHBO GO\npandora\namazon video\nsling\nCRACKLE\nvevo\nSpotlight Fall TV Premiere\nCONTAGION\nThe\nprime video\nYouTube TV\nsling TV\npluto TV\ntubi\nNews Sports & Entertainment","facets":{"composition":"single subject","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Prime Video","The Roku Channel","OneView"],"entity_ids":["ent_30690005-d319-4d4e-ad95-bd86b1a791c5","ent_4fda982f5320b82c8327fdbfe4959b37","ent_ce8c855e5876de44940a37c8a5696a59","ent_e594a2aa602446937196791b467891e4"],"fused_summary":"The presenter gestures toward a digital graphic showing Roku's business models while explaining how the company runs ads and operates its content marketplace."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_53","window_index":53,"start_ms":615192,"end_ms":626647,"duration_ms":11455,"visual_description":"A presenter stands before a diagram illustrating streaming marketplace revenue and proprietary applications. The presenter stands against a white graphic board describing platform distribution strategies and revenue shares.","on_screen_text":"ADVERTISING\nMARKETPLACE\nOWN APPS\nneView\nROKU Channel\nThe ROKU Channel\nNETFLIX\nprime video\nspectrum\nHBO GO\npandora\namazon video\nsling\nCRACKLE\nvevo\nYouTube TV\nplutotv\ntubi\nCONTAGION","facets":{"composition":"single subject","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":["The Roku Channel"],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_4fda982f5320b82c8327fdbfe4959b37"],"fused_summary":"The speaker points out how platforms retain a revenue percentage before detailing Roku's fully controlled native apps."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_54","window_index":54,"start_ms":626647,"end_ms":637007,"duration_ms":10360,"visual_description":"The presenter continues explaining streaming content types and monetization in front of an informational screen. The speaker gestures outward with both hands while explaining licensed content delivery. The speaker elaborates on live channel feeds versus on-demand movie streaming.","on_screen_text":"ADVERTISING\nOneView\nMARKETPLACE\nROKU Channel\nOWN APPS\nThe ROKU Channel\nNETFLIX\nprime video\nSpectrum\nYouTube TV\nsling\npluto tv\ntubi\nhulu\nHBO GO\nPANDORA\namazon\nCRACKLE\nvevo\nSpotlight\nFall TV\nPremières\nZORN\nWatch Now\nSinex\nCONTAGION\nNews, Sports & Entertainment\nTHE GAMBLER\nPANTHERN\nGRUDGE MATCH","facets":{"composition":"single subject","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"instructive"},"products_mentioned":["The Roku Channel"],"entity_ids":["ent_4fda982f5320b82c8327fdbfe4959b37"],"fused_summary":"The host outlines how platforms license content directly to supply ad-free viewing, live channels, and on-demand titles."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_55","window_index":55,"start_ms":637007,"end_ms":647042,"duration_ms":10035,"visual_description":"A man addresses the camera while discussing search discovery priority and three core monetization methods on streaming platforms. The presenter gestures expressively while breaking down user search funnels and operating system real estate.","on_screen_text":"ADVERTISING\nMARKETPLACE\nOWN APPS\nneView\nThe\nROKU\nChannel\nNETFLIX\nprime video\nSpectrum\nYouTube TV\nsling\nplutotv\ntubi\nhulu\nHBO GO\nPANDORA\namazon\nCRACKLE\nvevo\nSpotlight\nFall TV\nPremieres\nZORN\nWatch Now\nSinex\nCONTAGION\nNews, Sports & Entertainment\nGAMBLER\nPANTHER\nGRUDGE MATCH\nLive TV","facets":{"composition":"single subject","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["The Roku Channel"],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_4fda982f5320b82c8327fdbfe4959b37"],"fused_summary":"The presenter highlights how search defaults push viewers toward platform-owned services and summarizes the three key revenue streams."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_56","window_index":56,"start_ms":647042,"end_ms":658191,"duration_ms":11149,"visual_description":"A presenter in an ornate collared shirt gestures before a white backdrop displaying platform business model graphics. A presenter talks in front of digital slides detailing Roku's advertising, marketplace, and proprietary apps. The slides transition to Amazon's platform ecosystem while the presenter gestures.","on_screen_text":"ADVERTISING\nMARKETPLACE\nOWN APPS\nOneView\nRoKu\nChannel\nThe\namazonadvertising\nprime video | CHANNELS\nprime video\nIMDb TV\nHBO\nSTARZ\nBET+\nHITS\nbritbox\nACORN TV\nPBS\nAlways Entertaining\nAlways Free.","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The presenter summarizes the three platform monetization pillars before noting that other companies follow similar strategies."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_57","window_index":57,"start_ms":658191,"end_ms":669382,"duration_ms":11191,"visual_description":"A presenter gestures toward graphic columns outlining Amazon Advertising, Marketplace channels, and native streaming services. The presenter explains Amazon's advertising and channel distribution strategy against graphic illustrations.","on_screen_text":"ADVERTISING\nMARKETPLACE\nOWN APPS\namazonadvertising\nprime video | CHANNELS\nprime video\nIMDb TV\nHBO\nSTARZ\nSHOWTIME\nBET+\nMTV HITS\nSHOWCASE\nnow\nbritbox\nACORN TV\npbs MASTERPIECE\nIMDbTV\nAlways Entertaining. Always Free.\nTwilight","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low"},"products_mentioned":["Starz","Showtime","Amazon Channels","HBO","Amazon Advertising","Amazon Prime"],"entity_ids":["ent_07334f4984244dd9b3c59a8daec7eaf4","ent_110c7dcc3f5c99694862d94c829d076d","ent_617b77a5dcce557598a7937b6d9384b4","ent_69149a4685273fc5a5c6f8c086347c0a","ent_9817349b17e65a3b61a06701a94fe4c7","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07","ent_d0334636346a1c48288abd72c3622553","ent_f390acd98280a1c85cb32cf9333df4dc"],"fused_summary":"The speaker explains how Amazon sells advertising inventory on its Prime interface and sells network add-ons through Amazon Channels."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_58","window_index":58,"start_ms":669382,"end_ms":678500,"duration_ms":9118,"visual_description":"A presenter speaks in front of slides that transition to bar charts of AVOD and SVOD market growth. The presenter details Amazon's proprietary applications while gesturing beside the graphic panel. The visual display transitions to two bar charts comparing worldwide AVOD and SVOD revenue projections.","on_screen_text":"ADVERTISING\nMARKETPLACE\nOWN APPS\nonadvertising\nprime video CHANNELS\nprime video\nIMDb TV\nHBO\nSTARZ\nBET+\nMTV HITS\nSHOWTIME\nbritbox\nACORN TV\nPBS MASTERPIECE\nTwilight\nSABRE\nThe new Sabre Colado. Get out\nthere.\nMost Recent Customer Reviews","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low"},"products_mentioned":["Twitch","Amazon Prime Video","Amazon Freevee"],"entity_ids":["ent_0113013f8c21b751eb1c3eaec8755958","ent_30690005-d319-4d4e-ad95-bd86b1a791c5","ent_3eeafb1058ace17909318a9ea56bdca8","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The host highlights Amazon's first-party apps like Prime Video, IMDb TV, and Twitch before presenting streaming market revenue charts."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_59","window_index":59,"start_ms":678500,"end_ms":688457,"duration_ms":9957,"visual_description":"A presenter stands next to a chart comparing AVOD and SVOD worldwide revenue while explaining market trends. The presenter points and gestures toward AVOD and SVOD bar charts while describing their exponential growth.","on_screen_text":"ADVERTISING\nAVOD REVENUE\nWorldwide\n$27B\n2019\n$56B\n2024\nMARKETPLACE\nSVOD REVENUE\n$11B\n24B\n2023","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low"},"products_mentioned":[],"entity_ids":["ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The speaker analyzes projected worldwide revenue growth across advertising and subscription video-on-demand markets."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_60","window_index":60,"start_ms":688457,"end_ms":698500,"duration_ms":10043,"visual_description":"A presenter speaks in front of digital charts illustrating advertising and subscription revenue comparisons. A man gestures and explains while standing in front of two bar graphs showing worldwide AVOD and SVOD revenue. The presenter gestures alongside a stacked bar chart detailing subscriber acquisition sources.","on_screen_text":"ADVERTISING\nMARKETPLACE\nAVOD REVENUE\nWorldwide\nSVOD REVENUE\n$27B\n$56B\n19\n2024\n$11B\n$24B\n2019\n2023\nAPPLE TAX\n(subscriber acquisition source by streaming service, US)\nAmazon Prime\nBundled w/ other\nservices\nConnected\nDevice\nSmart TV App\nStore\nApp Store\nDirect\n7%\n17%\n11%\n10%\n14%\nPrime Video\nNetflix\nHulu\n(no ads)\nCBS\n(no ads)\nHBO Now\nShowtime\nStarz\nApple Tax\n2%\n5%\n3%\n4%\nDistribution\npartners take\nrevenue share","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"thoughtful"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"The speaker analyzes video market revenue models against bar graphs and chart graphics."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_61","window_index":61,"start_ms":698500,"end_ms":707324,"duration_ms":8824,"visual_description":"The presenter continues discussing platform fees beside a chart illustrating streaming subscription acquisition channels. The presenter gestures emphatically while positioned beside a graphic showing percentage shares of streaming sign-ups.","on_screen_text":"APPLE TAX\n(subscriber acquisition source by streaming service, US)\nAmazon Prime\nBundled w/ other\nservices\nConnected\nDevice\nSmart TV App\nStore\nApp Store\nDirect\n7%\n17%\n11%\n10%\n14%\nPrime Video\nNetflix\nHulu\n(no ads)\nCBS\n(no ads)\nHBO Now\nShowtime\nStarz\n2%\n5%\n3%\n4%\nDistribution\npartners take\nrevenue share","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":[],"entity_ids":["ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_a9e5db3c-e768-4e77-ab23-850a134d7b07","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"The speaker breaks down marketplace taxes imposed by major platforms using on-screen subscription statistics."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_62","window_index":62,"start_ms":707324,"end_ms":715324,"duration_ms":8000,"visual_description":"The host concludes describing revenue share models next to platform acquisition charts. The host holds his hand up, finishing his point near the Apple Tax graph. The host transitions his explanation while remaining beside the acquisition chart.","on_screen_text":"APPLE TAX\n(subscriber acquisition source by streaming service, US)\nn Prime\nd w/ other\nes\nected\nce\nTV App\npp Store\nDirect\nle Tax\n7%\nPrime Video\n2%\nNetflix\n5%\nHulu\n(no ads)\n3%\nCBS\n(no ads)\nHBO Now\n4%\nShowtime\nStarz\n17%\n11%\n10%\n14%\nDistribution\npartners take\nrevenue share\nSAMSUNG? LG?\nGLOBAL TV STREAMING PLATFORMS\nSHARE OF DEVICES IN USE Q1 2020\nTOTAL TV\nSTREAMING DEVICES\nIN USE:\n1.14 BILLION\nSTRATEGYANALYTICS\nInsignia, 1%\nToshiba, 1%\nHaier, 1%\nKonka, 2%\nOthers, 9%\nSamsung, 14%\nSony, 12%\nLG, 8%\nHisense, 5%\nTCL, 5%\nAmazon, 5%\nNintendo, 4%\nMicrosoft, 4%\nSkyworth, 3%\nGoogle, 3%\nVizio, 3%\nSharp, 3%\nRoku, 3%\nPhilips, 3%\nXiaomi, 3%\nApple, 2%\nChanghong, 2%\nPanasonic, 2%\nTizen, 11%\nWebOS,\n7%\nSony PlayStation,\n7%\nRoku TV OS, 5%\nFire OS, 5%\nAndroid TV, 4%\nMicrosoft Xbox,\n4%\nChromecast/\ntvOS, 2% Google Cast, 3%\nFirefox OS, 2%\nSource: Strategy Analytics' TV Streaming Platforms service, August 2020. Based on device sales and usage tracking in 27 global markets","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"instructive"},"products_mentioned":[],"entity_ids":["ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"The presenter details how platform operators extract revenue percentages from subscriber conversions."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_63","window_index":63,"start_ms":715324,"end_ms":730250,"duration_ms":14926,"visual_description":"A presenter gestures towards a large pie chart displaying global TV streaming platform market shares. The presenter stands beside a graphic displaying two connected pie charts illustrating streaming device shares. The speaker opens his arms wide while talking about dominant television manufacturers. The speaker gestures dynamically with both hands while discussing worldwide operating system shares.","on_screen_text":"SAMSUNG? LG?\nGLOBAL TV STREAMING PLATFORMS\nSHARE OF DEVICES IN USE Q1 2020\nSTRATEGYANALYTICS\nTOTAL TV\nSTREAMING DEVICES\nIN USE:\n1.14 BILLION\nOthers, 9%\nSamsung, 14%\nSony, 12%\nLG, 8%\nHisense, 5%\nTCL, 5%\nAmazon, 5%\nNintendo, 4%\nMicrosoft, 4%\nSkyworth, 3%\nGoogle, 3%\nVizio, 3%\nSharp, 3%\nRoku, 3%\nPhilips, 3%\nXiaomi, 3%\nApple, 2%\nChanghong, 2%\nPanasonic, 2%\nnka, 2%\nHaier, 1%\nToshiba, 1%\nInsignia, 1%\nTizen, 11%\nWebOS,\n7%\nSony PlayStation,\n7%\nRoku TV OS, 5%\nOthers, 49%\nFire OS, 5%\nAndroid TV, 4%\nMicrosoft Xbox,\n4%\nChromecast/\ntvOS, 2% Google Cast, 3%\nFirefox OS, 2%\nSource: Strategy Analytics' TV Streaming Platforms service, August 2020. Based on device sales and usage tracking in 27 global markets","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":[],"entity_ids":["ent_1b547b71-94bf-41f9-95ca-722600b8ac6e","ent_dbfbb3f5-ab10-4727-ba0f-1e2e3d9c992d"],"fused_summary":"The speaker questions the role of traditional TV manufacturers Samsung and LG using worldwide device market share pie charts."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_64","window_index":64,"start_ms":730250,"end_ms":744370,"duration_ms":14120,"visual_description":"A presenter stands before a white screen displaying text, which transitions to a presentation slide showing Samsung's smart TV interface. A man speaks to the camera against a white background featuring the heading 'HOW TO WIN?'. The man gestures while the background displays a slide titled 'BUILD OWN' featuring Samsung's TV menu interface.","on_screen_text":"HOW TO WIN?\nBUILD OWN\nSAMSUNG\nBloomberg\nerg\nTV Schedule\n7:40 Dirk Van De Put\nMondelez International Inc\nChairman/CEO\n8:00 Willem Buiter\nColumbia University\nVisiting Professor\n8:10 Katie Nixon\nNorthern Trust Corp\nExec VP/Chief Invsmt Ofcr:Wealth Mgmt\n8:30 Arun Sundararajan\nLeonard N Stern School of Business\nAssociate Professor of Information\n8:40 Alexandra Brand\nSyngenta AG\nChief Sustainability Officer\nNIKKEI (C) -12.03\n19771.19 0.06%\nHSI (C) +67.63\n24643.59 0.28%\nSHANGHAI (C) +12.42\n2822.44 0.44%\nKOSPI (C) +1.76\n258.15 0.69%\nRecommended\nTo\nOne of the World's Lar\nGuide\nChannel List\nBloomberg TV+\nOCBSN\nKITCHEN\nNIGHTMARES\nyahoo!\nfinance\nLIVELY\nPLACE\nSAMSUNG\nTV Plus\nNETFLIX\nprime video\nhulu\ntv+\nvudu\nYouTube\nSAMSUNG\nHealth\nESPN\nSmartThings\nV Show","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":[],"entity_ids":["ent_1b547b71-94bf-41f9-95ca-722600b8ac6e","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The speaker addresses how companies compete in the platform space, explaining Samsung's strategy of building its own system alongside graphics showing the TV interface."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_65","window_index":65,"start_ms":744370,"end_ms":757172,"duration_ms":12802,"visual_description":"The presenter discusses Samsung's smart operating system next to a slide of the TV interface with a pop-up graphic for Samsung TV Plus. The presenter talks beside a smart TV graphic where a Samsung TV Plus logo appears.","on_screen_text":"BUILD OWN\nSAMSUNG\nBloomberg\nerg\nTV Schedule\nDirk Van De Put\nMondelez International Inc\nChairman/CEO\nWillem Buiter\nColumbia University\nVisiting Professor\nKatie Nixon\nNorthern Trust Corp\nExec VP/Chief Invsmt Ofcr:Wealth Mgmt\nArun Sundararajan\nLeonard N Stern School of Business\nAssociate Professor of Information\nAlexandra Brand\nSyngenta AG\nChief Sustainability Officer\nNIKKEI (C) -12.03\n19771.19 0.06%\nHSI (C) +67.63\n24643.59 0.28%\nSHANGHAI (C) +12.42\n2822.44 0.44%\nKOSPI (C) +1.76\n258.15 0.69%\nGuide\nChannel List\nBloomberg TV+\nOCBSN\nKITCHEN NIGHTMARES\nyahoo! finance\nLIVELY PLACE\nSMASH!\nSAMSUNG TV Plus\nNETFLIX\nprime video\nhulu\ntv\nDisney+\nGoogle Play\nVUDU\nYouTube\nSAMSUNG Health\nESPN\nSmartThings","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Tizen","Samsung TV Plus"],"entity_ids":["ent_1b547b71-94bf-41f9-95ca-722600b8ac6e","ent_20ee5bc4dfcd748a19262d1aac97d336","ent_45f6f631-a42d-4bfe-afe5-28d102c1f1da","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The presenter describes Samsung's Tizen operating system and the pre-installed Samsung TV Plus service, accompanied by on-screen graphics."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_66","window_index":66,"start_ms":757172,"end_ms":770407,"duration_ms":13235,"visual_description":"The presenter continues explaining Samsung TV Plus in front of the TV user interface graphic. The presenter explains the default launch screen beside the Samsung TV interface graphic. The presenter continues to detail the available content and channels using expressive hand movements.","on_screen_text":"BUILD OWN\nSAMSUNG\nTV Schedule\n7:40 Dirk Van De Put\ndelez International Inc\nirman/CEO\nem Buiter\numbia University\nding Professor\ne Nixon\nhern Trust Corp\nVP/Chief Invsmt Ofcr:Wealth Mgmt\nSundararajan\nard N Stern School of Business\nociate Professor of Information\nandra Brand\ngenta AG\nf Sustainability Officer\nNIKKEI (C) -12.03\n19771.19 0.06%\nHSI (C) +67.63\n24643.59 0.28%\nSHANGHAI (C) +12.42\n2822.44 0.44%\nKOSPI (C) +1.76\n258.15 0.69%\nBloomberg\nerg\nGuide\nChanne\nyahoo! finance\nLIVELY PLACE\nSAMSUNG TV Plus","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"focused"},"products_mentioned":["Samsung TV Plus"],"entity_ids":["ent_1b547b71-94bf-41f9-95ca-722600b8ac6e","ent_45f6f631-a42d-4bfe-afe5-28d102c1f1da","ent_d0334636346a1c48288abd72c3622553"],"fused_summary":"The speaker details how Samsung TV Plus launches as the default experience on the television, presenting a variety of free content channels."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_67","window_index":67,"start_ms":770407,"end_ms":785407,"duration_ms":15000,"visual_description":"The presenter stands beside a graphic of Samsung's TV menu with an orange highlight circling the bottom app bar. The presenter speaks while an orange oval highlights the lower app row of the smart TV interface.","on_screen_text":"BUILD OWN\nSAMSUNG\nTV Schedule\n7:40 Dirk Van De Put\nMondelez International Inc\nChairman/CEO\n8:00 Willem Buiter\nColumbia University\nVisiting Professor\n8:10 Katie Nixon\nNorthern Trust Corp\nEVP/Chief Invsmt Ofcr:Wealth Mgmt\n8:30 Arun Sundararajan\nAnd N Stern School of Business\nociate Professor of Information\n8:40 Alexandra Brand\nSyngenta AG\nChief Sustainability Officer\nNIKKEI (C) -12.03\n19771.19 0.06%\nHSI (C) +67.63\n24643.59 0.28%\nSHANGHAI (C) +12.42\n2822.44 0.44%\nKOSPI (C) +1.76\n258.15 0.69%\nBloomberg TV+\nOCBSN\nKITCHEN\nyahoo!\nfinance\nLIVELY\nBEIN SPORTS XTRA\nTV Plus\nprime video\nhulu\ntv\nDisney+\nGoogle Play\nMovies\nVUDU\nYouTube\nTV+\nHealth\nESPN\nSmartThings\nBloomberg\nerg","facets":{"composition":"rule of thirds","lighting_class":"indoor artificial","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"serious"},"products_mentioned":["Samsung TV Plus","Tizen Store"],"entity_ids":["ent_1b547b71-94bf-41f9-95ca-722600b8ac6e","ent_45f6f631-a42d-4bfe-afe5-28d102c1f1da","ent_d0334636346a1c48288abd72c3622553","ent_d5f3b9e6404424074aa4970e3e7cf331"],"fused_summary":"The speaker explains how developers must reach viewers through the Tizen Store or Samsung TV Plus, as an orange circle highlights the apps on screen."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_68","window_index":68,"start_ms":785407,"end_ms":799833,"duration_ms":14426,"visual_description":"A presenter stands before a white studio background with graphics demonstrating Samsung and Apple TV platform strategies. The presenter gestures in front of a digital Samsung TV interface display labeled Build Own. The presenter continues discussing Samsung platform distribution in front of the TV graphic. The background graphic switches to Partner showing the Apple TV app on a Samsung smart TV while the host speaks.","on_screen_text":"BUILD OWN\nSAMSUNG\nTV Schedule\n7:40 Dirk Van De Put\nMondelez International Inc\nChairman/CEO\n8:00 Willem Buiter\nColumbia University\nVisiting Professor\n8:10 Katie Nixon\nNorthern Trust Corp\nExec VP/Chief Invsmt Ofcr:Wealth Mgmt\n8:30 Arun Sundararajan\nLeonard N Stern School of Business\nAssociate Professor of Information\n8:40 Alexandra Brand\nSyngenta AG\nChief Sustainability Officer\nNIKKEI (C) -12.03\n19771.19 0.06%\nHSI (C) +67.63\n24643.59 0.28%\nSHANGHAI (C) +12.42\n2822.44 0.44%\nKOSPI (C) +1.76\n258.15 0.69%\nBloomberg TV+ UHD\nOCBSN\nKITCHEN\nyahoo!\nLIVELY\nbein SPORTS XTRA\nSAMSUNG TV Plus\nprime video\nhulu\ntv\nDisney+\nVUDU\nYouTube\nYouTube TV\nSAMSUNG Health\nESPN\nSmartThings\nInter\nPARTNER\nWhat to Watch\nSTAR IS BORN\nBOHEMIAN RHAPSODY\nMary POPPINS RETURNS\nLive TV\nNETFLIX\nGoogle Play\nSpotify\nInternet\nDEEZER","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Tizen","Samsung TV Plus","Apple TV"],"entity_ids":["ent_1b547b71-94bf-41f9-95ca-722600b8ac6e","ent_20ee5bc4dfcd748a19262d1aac97d336","ent_45f6f631-a42d-4bfe-afe5-28d102c1f1da","ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_d0334636346a1c48288abd72c3622553","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"Sander Saar explains Samsung's proprietary Tizen ecosystem and contrasts it with Apple's strategy of distributing the Apple TV app across third-party smart TVs."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_69","window_index":69,"start_ms":799833,"end_ms":813417,"duration_ms":13584,"visual_description":"The presenter explains Apple's partnership strategy while graphics display Apple TV running on Roku and Fire TV platforms. The presenter stands beside a graphic showing the Apple TV UI on a Roku TV interface. The background graphic transitions to Apple TV on an Amazon Fire TV display with remote control.","on_screen_text":"PARTNER\ntv\nWatch Now\nMovies\nTV Shows\nKids\nLibrary\nSearch\nSettings\nRecent Purchases\nGENRE\nAction & Adventure\nComedy\nDocumentary\nDrama\nKids & Family\nMusicals\nNonfiction\nRoku\nUp Next\nDickinson\nJOHN WICK\nSEE\nHOBBS & SHAW\nfiretv","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Amazon Fire TV","Apple TV"],"entity_ids":["ent_16a95613a1c70e6c6fe3790ee1233600","ent_2542035d-d2ac-4e09-9e85-cb039e777cda","ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_d0334636346a1c48288abd72c3622553","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"Sander Saar outlines how Apple partners with streaming hardware platforms like Roku and Amazon Fire TV to maximize app distribution."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_70","window_index":70,"start_ms":813417,"end_ms":823500,"duration_ms":10083,"visual_description":"The presenter speaks next to an infographic titled Build Your Own illustrating Apple TV+ services and hardware. The presenter points to Apple TV+ and Apple TV Channels branding displayed alongside Apple TV hardware.","on_screen_text":"PARTNER\ntv\nWatch Now\nMovies\nTV Shows\nLibrary\nSearch\nSettings\nUp Next\nDickinson\nJOHN WICK\nSEE\nSHAW\nfiretv\nBUILD YOUR OWN\ntv+\ntv channels\nWhat to Watch\nSee All\nTED LASSO\nBOYS STATE\nApple TV Channels\nTINY WORLD","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Apple TV","Apple TV Channels"],"entity_ids":["ent_9e57d5b7b4f3de420251c4135619d542","ent_a1243824-9893-4773-9e26-506284f5687b","ent_d0334636346a1c48288abd72c3622553","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"Sander Saar discusses Apple's direct ecosystem initiatives, highlighting subscription offerings Apple TV+ and Apple TV Channels."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_71","window_index":71,"start_ms":823500,"end_ms":836915,"duration_ms":13415,"visual_description":"The presenter continues pointing at the Apple TV ecosystem graphic while explaining subscription aggregation and device hardware. The presenter continues gesturing toward the Apple ecosystem infographic showing streaming UI and Apple TV hardware.","on_screen_text":"BUILD YOUR OWN\ntv\ntv+\ntv channels\nWhat to Watch\nSee All\nTED LASSO\nBOYS STATE\nMORNING\nLittle Voice\nApple TV Channels\nerosnow select\nMOVIES NOW\nvault\nIFC Films UNLIMITED\nLifetime MOVIE CLUB\nmubi\nHITS\nMUBI\nWatch Apple Originals\nTINY WORLD","facets":{"composition":"rule of thirds","lighting_class":"studio","motion_class":"low","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Apple TV","Apple TV Channels"],"entity_ids":["ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_9e57d5b7b4f3de420251c4135619d542","ent_a1243824-9893-4773-9e26-506284f5687b","ent_d0334636346a1c48288abd72c3622553","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"Sander Saar elaborates on how subscribing through Apple TV Channels streamlines the user experience alongside Apple's own hardware devices."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_72","window_index":72,"start_ms":836915,"end_ms":851915,"duration_ms":15000,"visual_description":"A presenter gestures in front of an Apple TV presentation slide on a white background. The presenter speaks and gestures actively beside an Apple TV interface graphic. The presenter continues explaining Apple's integration strategy while gesturing with both hands.","on_screen_text":"BUILD YOUR OWN\ntv+\ntv channels\ntv\nWhat to Watch\nSee All\nTED LASSO\nBOYS STATE\nMORNING\nlittle voice\nApple TV Channels\nerosnow select\nMOVIES NOW\nH vault\nIFC Films UNLIMITED\nLifetime MOVIE CLUB\nHITS\nMUBI\nWatch Apple Originals\nTINY WORLD","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Apple TV","Apple TV Channels"],"entity_ids":["ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_a1243824-9893-4773-9e26-506284f5687b","ent_d7804d83-d910-414c-b89e-1f15c7b6503d"],"fused_summary":"The presenter discusses how Apple integrates various service providers into its television platform without manufacturing standalone TV sets."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_73","window_index":73,"start_ms":851915,"end_ms":864284,"duration_ms":12369,"visual_description":"The presenter discusses Netflix's platform strategy alongside a slide marked 'OPT OUT' showing a crossed-out Apple interface. The presentation shifts to an 'OPT OUT' slide displaying the Netflix logo alongside a crossed-out app interface. The presenter gestures with palms up, explaining Netflix's refusal to integrate into the Apple TV app.","on_screen_text":"BUILD YOUR OWN\ntv\ntv+\ntv channels\nWhat to Watch\nSee All\nTED LASSO\nBOYS STATE\nTHE MORNING\nApple TV Channels\nerosnow select\nMOVIES NOW\nHvault\niFC FILMS UNLIMITED\nLifetime MOVIE CLUB\nmubi\nM HITS\nMUBI\nWatch Apple Originals\nTINY WORLD\nOPT OUT\nNETFLIX\nWatch Now\nUp Next\nChannels\nCBS ALL ACCESS\nSHOWTIME\nepix\nSTARZ","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"enthusiastic"},"products_mentioned":["Apple TV"],"entity_ids":["ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_d7804d83-d910-414c-b89e-1f15c7b6503d","ent_e594a2aa602446937196791b467891e4"],"fused_summary":"The speaker introduces Netflix's deliberate strategy to opt out of the Apple TV application ecosystem."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_74","window_index":74,"start_ms":864284,"end_ms":877561,"duration_ms":13277,"visual_description":"The speaker explains Netflix's platform independence in front of a slide featuring the Netflix logo. The presenter continues gesticulating while breaking down Netflix's refusal to be bundled inside Apple TV.","on_screen_text":"OPT OUT\nNETFLIX\nWatch Now\ntv+\nTV SHOWS\nSPORTS\nKIDS\nUp Next\nAsics\nNEW - S5, E13\nInto the Planet\nCONTINUE\nWhat to Watch\nMULAN\nSee All\n• BOYS STATE •\nChannels\nChoose just the ones you want\nCBS\nALL ACCESS\nSHOOTIME\nepix\nSTARZ\nWatch Apple Originals","facets":{"composition":"split screen","lighting_class":"indoor artificial","motion_class":"medium","camera_type_hint":"medium shot","dominant_speaker_emotion":"thoughtful"},"products_mentioned":["Apple TV"],"entity_ids":["ent_4bfd7199-f812-4b1c-bd55-c45e7c6b099f","ent_e594a2aa602446937196791b467891e4"],"fused_summary":"The speaker notes that Netflix avoids third-party subscription aggregation to maintain complete control over its consumer experience."},{"kind":"window","id":"vwin_video_nKSggCFPqDk_75","window_index":75,"start_ms":877561,"end_ms":890333,"duration_ms":12772,"visual_description":"The presenter gestures while detailing app linking and streaming competitor subscriptions next to a slide. The presenter talks about subscribing to Netflix versus alternative channels next to the opt-out slide. 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I'm Sander. I'm really excited to explore with you who are the companies controlling the rails in this world, or who are the new cable operators? Because we moved on from the cable world where a content owner, an IP owner, produced a piece of content with a studio that was sold to a channel who then sold it to a cable operator who bundled it up and offered it to consumers. The cord cutting has been accelerated faster than ever, and now almost 40% of the US households do not have broadband— with broadband connection don't have cable subscriptions anymore, and that's accelerating faster than ever.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":33000,"text":"The new streaming world, the value chain looks a little bit different where the studio still produces the content, they put it on a streaming service who then puts it on a streaming platform who then owns the consumer experience. So the streaming world has changed quite a bit and there's a lot of focus on the streaming wars and the streaming services space like who the studios sell the content to. But what I think is much more interesting in that space is the platform wars, the ones who control the consumer experience and where do they capture the value.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":62000,"text":"So those— this is incredibly important because there's so many connected homes now. 76% Of the homes have connected TV devices at their house or streaming devices. And what do they do on these devices? Of course, they stream Netflix, Hulu, YouTube, and all the other streaming services over the top that we know that are growing so fast anyway. While on Netflix, they might only get 20% of their signups on their connected TV devices, they actually get 70% of the viewing happening on connected TV devices.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":93000,"text":"For YouTube, it's their fastest growing platform, 80% growth year over year, faster than mobile platform, for example. And the session times and the video lengths are actually multiple times longer on their YouTube connected TV apps than on their mobile apps, for example. So who are these players who are competing for that award? Obviously, there's Apple with Apple TV and their Apple TV apps and platform. There's Android TV.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":118000,"text":"Fire TV from Amazon and Roku, who are the big contenders. Roku is the biggest market leader for now. Every 3rd or 4th TV, depending on the year, that is sold is using Roku operating system. Fire TV is the close second from Amazon, followed by Android TV using the Chromecast and Android TV devices, and Apple TV. That's the US-focused market share. So why is it so critical for them to own that relationship?","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":144000,"text":"Number one, they want to build an audience. They want to control that experience, and then they need to monetize that audience. And we're gonna dig into each one of them, why they're so important. Number 1, how do these platforms build an audience? Apple TV is just selling their direct-to-consumer devices, and each one of them has their own direct-to-consumer devices. Roku has several boxes and dongles and sticks, and Fire TV similarly has the 4K and HD sticks available.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":170000,"text":"And Android TV has got Chromecast devices, and they're also launching their own dongles this year. But more importantly and more interestingly, actually, they're building a whole ecosystem with service providers and other device manufacturers. So Roku has got a Roku Powered program where they have other device manufacturers making Roku operating system TVs, or Fire TVs doing the same thing with Fire TV Editions that launched in the UK a couple of years ago, and now they're sold all around the world.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":198000,"text":"Android TV is similarly used by many, many TV manufacturers. Android TV in fact has got 50 TV manufacturers including Sony, Philips, Xiaomi, and Hisense who are running Android TV operating system. And then there's 36 operators including in the US AT&T TV who's using Android TV or powered by Android TV. Fire TV has got 20 TV partners as well with Toshiba and Insignia, but they also have operator partners with Verizon and Tata Sky in India.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":230000,"text":"Roku has also been doing that for a while and finding a lot of growth in the area of selling TVs with Hisense and Philips. And TCL powered by the Roku operating system. So this is really key. They're not just selling the direct-to-consumer devices, but they're also partnering with many, many industry leaders or other manufacturers to extend their reach and have more and more of their control in front of people. And that has caused something super interesting.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":257000,"text":"The TV prices have come down so significantly over the last several years. So now you only pay for a 55-inch 4K TV about $300, and the streaming sticks themselves are costing only $29. So that's the second way they're reaching their audience or building their audience is selling them super, super low. And it doesn't necessarily mean that the production costs have come down, but the margins on the selling the device itself have almost gone away.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":283000,"text":"And oftentimes they're selling it below their cost price as well. And that's why for consumers it's so accessible, because those TV manufacturers and operating systems have found a new way to make money. Does Amazon price the Echo device below cost?","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":300000,"text":"Not its list price, but it's often on promotion, and sometimes when it's on promotion, it may be below cost.","speaker_id":"ent_2c10033d-ef21-484a-b6bb-4e24a887502a","speaker_label":"Speaker B","speaker_name":"Jeff Bezos"},{"start_ms":306000,"text":"Yes, that is very interesting. So sometimes when it is on promotion, it may be sold below cost. As far as I've been on Amazon, most of the time those devices, not just Echo devices but Fire TV devices, are on sale. Or at least some kind of bundle sale. So those are sold below cost for sure. Number 2, controlling the experience. So moving on from how they integrate with all of the manufacturers and how they sell below cost, now what happens next?","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":334000,"text":"How— where do they capture the value instead of selling the devices themselves? They control the experience. So if you launch the Fire TV today, what are you gonna see on the first screen is controlled by Amazon, of course. And if you look at some of the tiles here, Of course, the biggest carousel with a lot of the pieces of content that I've highlighted here, these are all Amazon productions, Amazon content, or Amazon apps. So about 60% of what you see in the front screen is fully Amazon branded.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":359000,"text":"So this is the first way how they're capturing the experience. The other way is when you use your voice search on your Android TV, for example, and I say, hey, watch Planet Earth or look for Planet Earth, then the first thing that pops up, of course, is going to be the Google Play Memories Google Play Movies, I'm sorry, where you can rent or buy those movies. And if you do a Google search for Bounty Hunter, for example, the first thing where you can watch the content now is going to be a YouTube link, of course, with a direct link to buy and purchase that show or start watching on their own platform.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":391000,"text":"If you go to IMDb, the first link, of course, is going to be the Amazon Prime Video link, which takes you straight to Amazon Prime Video, and so you can start streaming straight away. Same thing with Roku. Like, on Roku, they control a lot of the real estate, and Roku Channel, their own service marketplace selling other services as well as their own streaming service, are both available on the front screen as soon as you launch the Roku service.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":416000,"text":"One of the ways that we can help with that is promoting content to our customers. So, you know, we have a lot of different areas in our user interface that we can use to make customers aware that a new TV season is about to start, their favorite show is about to start. And that's something that keeps them engaged with the channel and helps reduce churn. It also helps them come back.","speaker_id":"ent_103813430a37d3c6204030330ff51182","speaker_label":"Speaker C","speaker_name":"Anthony Wood"},{"start_ms":440000,"text":"That is very, very interesting. We have a lot of areas in the user interface where we can make customers aware a new TV show is about to start. So that clearly shows that this is their goal, is to have that control, create that real estate within the app where they control the experience and they are in charge. Rather than the streaming service themselves. So how do they monetize that audience? What do they do with that control, that audience that they built, the control that they have on the experience?","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":466000,"text":"How do they monetize it? If you look at Roku's revenue over the last couple of years, then you can clearly see that they moved away from this player sales revenue, which was 50— for about half of the revenue, to now only being 30% of the revenue. And their platform is the one that is actually driving their revenue. And their platform means selling ads, selling the marketplace, and selling the licensing their platform to others.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":494000,"text":"And if you look at the earnings themselves, that gets even more interesting. Like, as we spoke about, those devices are often sold below cost. So if you look at like Q4 in 2019, Roku player actually made loss in that year, but it was overly compensated by the platform, meaning selling ads and controlling the experience and the marketplace on their own platform. So the earnings have increased from 80% to now almost 95% of Roku's earnings coming from the platform business, meaning owning the relationship and building a large audience by licensing it to others.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":527000,"text":"And our business basically is connecting end users that are watching television with the streaming services that want to reach those users. And so yes, we get paid when we help sign up customers. So when our partners win, we win. We help them sign up customers and we get a percent of revenue for that.","speaker_id":"ent_103813430a37d3c6204030330ff51182","speaker_label":"Speaker C","speaker_name":"Anthony Wood"},{"start_ms":544000,"text":"So he's literally— Roku CEO is explaining what the cable company is. We are the one between the content providers and the users, and we are the ones who are brokering those deals in between them. So we get paid when they help customers sign up to streaming services on Roku's platform. And of course, this is the reason when you sign up to Roku why they need your gender or why do they need a date of birth, because that's data for them.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":569000,"text":"Roku acquired recently, end of 2019, DataZoo, which is a demand-side platform to manage all of their ad sales as well as their data, so they— their advertising platform can be more competitive compared to Amazon, Google, and Facebook, which they are actually one of the fastest-growing advertising platforms today, is Roku. And Roku is doing that in 3 different ways, how they're monetizing their platform.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":595000,"text":"Number one, they have the OneView platform, which is the straight ads, the banners that are available in the Roku interface. And they're also putting those ads on the Roku Channel content. Then the marketplace, which they call the Roku Channel, where you can subscribe to Netflix and Prime Video and other services in their marketplace. And when they get people to sign up, that's where they get a percentage of revenue, as the CEO just explained.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":621000,"text":"And then Roku has got their own apps, which they fully control, which is called their Roku Channel. And that's where they license content directly and make it available as ad-free product. Those are live channels, but some of them are also streaming content, so on-demand movies. So the first thing that you do, of course, when you search for the content on Roku devices, the first thing that pops up when it's available on the Roku Channel, of course you're gonna click through to that.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":646000,"text":"So those are the 3 different ways: the real estate in the, in the operating system, the marketplace where they get a percentage of revenue, and then their own apps that they're pushing on their platforms. Of course, they're not alone in that game. Amazon is doing the same with Amazon Advertising, making that selling the inventory on the Amazon Prime interface. There I've got Amazon Channels where you can sign up to HBO, Starz, or Showtime in their own interface. And then they're pushing, of course, their own apps by offering Amazon Prime Video, IMDb TV, which is the advertiser-funded video-on-demand service, and Twitch in their own interface.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":680000,"text":"And both of those markets are exploding, including this advertiser video-on-demand, which is going to be an even larger market than it is today. A slightly smaller market in the subscription video-on-demand base because there's only so many subscriptions that we're gonna have as consumers. Interesting, in the marketplace side, Apple is also playing a big game there where they're obviously making the Apple tax similar to the Roku tax or Amazon Fire TV tax or Prime Video tax, where they're selling the channels or helping those channels to sign up or services sign up.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":712000,"text":"They will get a percentage of that revenue, of course. But you might ask, where's Samsung? Where's LG? Those are the biggest TV makers. And you're right, those are the biggest TV makers running some of the biggest TV operating systems in the world today. This is a worldwide look now compared to the US look that we had before. So what are they doing about it? So how do they win in this space? What's their strategy if they're not working so closely with those 3 big providers that we already spoke about?","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":738000,"text":"Samsung is building their own. So that's number one strategy to win against those big players. And how they're building their own— they built their own complete operating system called Tizen. And the first thing that of course it comes with is the Samsung TV Plus service. And that's pre-installed as soon as you open the TV. That's the first thing that's gonna launch even before you're gonna switch to your cable input or any other input in your TV. That's the first thing you're gonna see.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":764000,"text":"And that's got a ton of channels of content including news and kids and everything that you might want to see. And they are fully in control of that experience. If you turn on the TV, Samsung TV Plus is the first thing that's gonna pop up. So the only way to get on Samsung platform is either you're gonna publish your app on the Tizen Store, or you're gonna integrate with Samsung TV Plus and make your content available there. So they're fully in control of their own destiny.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":790000,"text":"The other way you can win in this space is also what Apple is doing. They're partnering with every single TV operating system and manufacturer. So they made Apple TV app available on Samsung Tizen devices. They made Apple TV available on Roku devices, and they've also made Apple TV available on Fire TV devices. So this is very interesting on Apple is taking the other way where they're not just like pushing out and building their own, but they're also partnering to make sure that their reach is going to be as large as possible.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":817000,"text":"And of course, they're building their own as well with Apple TV+, their own streaming service, which they're selling to consumers or including in their bundles, and Apple TV Channels where they're reselling other people's services. So you can subscribe to other services on Apple TV, and that makes the experience so much more seamless and easier. And of course they're selling their own devices still as well. But it's interesting how they're not just focusing on their own, but they're extending it and integrating with as many service providers as possible to make it a no-brainer consumer experience as they're not necessarily making their own TVs as of yet, or don't have TVs that are necessarily powered by the Apple operating system, but they're building it in and working as closely and partnering as much as possible.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":857000,"text":"Then the third strategy to win is to be Netflix and say, we're gonna opt out. We're not gonna make our content available in the Apple TV app. We're not gonna be selling our subscription to your services because Netflix doesn't wanna muddle around and have someone else control the experience. So if you look at the Apple TV app on your phone or on your Apple TV devices, there is no Netflix there. If you search for it, you're only gonna be linked out to the Netflix app. There's no way to subscribe to Netflix on the Apple App Store services either 'cause they don't wanna be mixed up with HBO Max and CBS and Showtime and Starz and other services.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":891000,"text":"They wanna control their own destiny. And that's why they decided to opt out.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":896000,"text":"They—.","speaker_id":"ent_2c10033d-ef21-484a-b6bb-4e24a887502a","speaker_label":"Speaker B","speaker_name":"Jeff Bezos"},{"start_ms":896000,"text":"When Apple came out with the Apple TV app, they said Apple is a great company, and they— but they want to have their service to have direct connection with their content on their own app. So they decided to opt out. So they tried to skip the streaming platform device by just making their app available there, but everything else is happening outside— the relationship, the billing, everything else, the search. As well as the recommendations are happening outside of their experience.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":923000,"text":"So yes, that is creating a lot of friction. So it's actually taking 19 clicks to watch something on Netflix on an iOS device when you go in the first time. It's much easier with Disney+ when it's integrated with Apple TV and you can just subscribe to the Apple TV app and discover content there. And of course, Apple TV+, their own service, which is just a couple of clicks away. So that friction is still there, but that's also a strategy if you strongly believe that your content is there to stay in the long run.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":950000,"text":"Do you think there's a problem with all of these different types of consolidation, and do you think that you will be— that you're being blocked out from any of it?","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":958000,"text":"You know, if we have content that people, consumers, feel great about and really want to watch, then no one's going to block us. And we've never been blocked. It's fine. So no, it's a pretty background issue. The big issue for us is how do we develop amazing stories that you all haven't seen? That's—.","speaker_id":"ent_2c10033d-ef21-484a-b6bb-4e24a887502a","speaker_label":"Speaker B","speaker_name":"Jeff Bezos"},{"start_ms":975000,"text":"So the biggest issue for them is focusing on the studio piece and the streaming service piece, making sure they've got incredible content, incredible streaming service, and try to circumvent the platform and device world by just making their app available there, but everything else— recommendations, search, discovery, as well as billing— happening outside of that experience. So that's another way to win in this space. Thank you so much for watching. I hope you enjoyed this platform wars video and who are the new cable operators.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"},{"start_ms":1004000,"text":"If you did, please give it a thumbs up and let me know in the comments what do you think who are the winners gonna be in the platform war. And subscribe to the channel, hit the bell icon if you don't want to miss out on the new videos that are gonna come out soon. Thanks again for watching and I hope to see you next time.","speaker_id":"ent_d0334636346a1c48288abd72c3622553","speaker_label":"Speaker A","speaker_name":"Sander Saar"}],"speakers":[{"speaker_id":"ent_d0334636346a1c48288abd72c3622553","entity_id":"ent_d0334636346a1c48288abd72c3622553","name":"Sander Saar","speaker_labels":["Speaker A"],"confidence":0.99,"method_version":"speaker-attribution-model-v3"},{"speaker_id":"ent_2c10033d-ef21-484a-b6bb-4e24a887502a","entity_id":"ent_2c10033d-ef21-484a-b6bb-4e24a887502a","name":"Jeff Bezos","speaker_labels":["Speaker B"],"confidence":0.9,"method_version":"speaker-attribution-model-v3"},{"speaker_id":"ent_103813430a37d3c6204030330ff51182","entity_id":"ent_103813430a37d3c6204030330ff51182","name":"Anthony Wood","speaker_labels":["Speaker 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