Comcast Adding Tubi Free Movie, TV Show VOD Streaming Service to X1

Comcast is adding Tubiand their 10K title movie library to the X1 platform.

What is Tubi? Tubi is an ad-supported streaming network with 10K+ TV shows and movies sourced through 200+licensing partners. Think a free Netflix supported by ads.

Tubi runs 8–12 video ads every 30 minutes or 5 minutes per hour.

TV ad loads are 16+ minutes/hour, so this would be 30% of the TV ad load.

If we assume a $25/CPM, then Tubi is generating $0.25/hour/user.

Our take: Subscription video on demand (SVOD) services like Netflix get all of the attention, but it is ad-supported video on demand (AVOD) that is poised for substantial growth as consumers discover a limit to the number of services that they are willing to pay for.

Who else? YouTube, Amazon, and Roku are all making a full-court process in the ad-supported video space.

Who is missing? Facebook just announced the shuttering of their connected-TV ad network.

More #2:What is OTT?

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