Does the Comcast/NBC Acquisition Really Mean All that Much?


This is an extraordinarily complex post. There are two fundamental themes. The first is the notion of the changing means of how content is consumed. The second theme is that the notion of consolidation or “whole” really needs to give way to the notion of “fragmentation”.


Once upon a time we had three major networks. We came home from work. We watched the evening news. We ate dinner. Then we watched our shows. I literally grew up with M*A*S*H. MASH ran for 11 seasons beginning in 1972. So from about age 5 to about age 13 I would sit with my mom and step-father and watch MASH every week. I honestly cried during the last show.

Other shows I grew up with were “Different Strokes” (8 seasons), “Facts of Life” (9 seasons), “Dukes of Hazzard” (7 seasons), “Fall Guy” (5 seasons), “Magnum PI” (8 seasons) and of course “The Cosby Show” (8 seasons).

Hopefully, you’re starting to see a pattern. We used to “live” with TV shows. They were constants in our lives from season to season. We had relationships with these shows. Whether it was “St. Elsewhere” or “Hill Street Blues” we had prolonged relationships with shows and networks.

For the longest time every network followed a prescribed schedule. Then along came cable where repeats found new life and new audiences (or the same old ones). Then came FOX that started airing new shows when nobody else was. Then the Internet gradually began to turn things on its ear. Yet for some reason in the world of media planning and buying we still have a TV upfront.

I’ve known for quite some time that that the nature of TV shows and the way we watch them has been changing. I believe this to be a geologic change though. One in which we don’t necessarily see it happening. We make minor adaptations but there has yet to be a seismic shift.

That however I believe is coming. I’m not sure what it looks like. I’m not sure exactly when it will happen. Five years? Ten years? That’s where perhaps you can all lend a voice to predict or pontificate.

I believe that we are on the cusp of something and we need a much deeper understanding of people’s relationship with content.

What do we watch on which screen and why? Where does each “screen” fall as it relates to the trade-off of fidelity versus convenience? What is content we share versus content we commiserate about versus content we talk about at the water cooler?

We used to watch shows on a specific night. Now we may DVR a show and watch it on a different night. We may wait altogether and watch a whole season in weeks courtesy of Netflix. We may watch a show one week with friends and the next week online and the third week via a smartphone waiting at an airport.

Nevertheless, networks continue to present shows the same way all the time.

About a year ago, I watched Ken Block’s second iteration of Gymkhana.

No this isn’t Kurt Thomas’ attempt to extend his 15 minutes of fame and woeful acting skills on the heels of his early ‘80s film Gymkata. I’m talking about the founder of DC Shoes and his foray into the world of rally racing, stunt driving and the next generation of drifting.

Ken Block is a phenomenally intuitive marketer. Certainly as evidenced by his savvy in building DC Shoes into arguably one of the strongest action sports brands ever. Perhaps second only to Burton. Maybe it’s that no one felt comfortable to tell him the rules. Or he wasn’t listening anyway. Whatever it is, he knows right when he sees it.

Gymkhana 1 was originally posted about three years ago and between various posters of the video, it garnered over nine million views. Not too shabby. No doubt it was professionally shot at every level and Ken Block has money to throw at these things. Although, I’m pretty sure he’s mastered the art of OPM.

But then he came out with Gymkhana 2 (22m views). And Gymkhana 3 (25m views).

Nevertheless, while most create :60 spots and hope they’ll find viral traction on Youtube, Ken Block did it on purpose! And I know lots of people will say, “come on, we did that.” Tampax, Dove, Cadillac. Blah Blah Blah. I don’t think anyone has done it as well AND on purpose as Ken Block.

In Gymkhana 2, the video is 7 minutes and 32 seconds. They even call it an infomercial. At the beginning of the video note the following:

Bloody Brilliant.

How many people are choosing to watch your spots?

Now let’s just take YouTube and content as a whole. Consider this from the ADWEEK article by Brian Morrissey about “YouTube’s Stars”.

“The dirty secret of cable TV is audience numbers are often pitifully small, with many programs drawing under 100,000 viewers. That’s not the case for a select group of YouTube creators… The numbers they draw can be staggering. Comic actor Shane Dawson averages nearly 1.5 million views per day, according to video analytics service TubeMogul, and has racked up 670 million views of his videos over two and a half years. The typical YouTube star will average 250,000 views per video. ‘On any given night or day or two, the top 10 YouTubers will have more views than any cable channel,’ says Walter Sabo, a former ABC radio executive who started an Internet talent agency three years ago called HitViews.”

iJustine pictured to the left has more than 1m subscribers. DC Shoes… 79k subscribers.

Take that Ken Block.

Then if you consider the competing market for Hulu from this AdAge article about a new web ad video player from the Tremor/Scanscout merger.

“Tremor Media, the largest independent network, reached a deal last week to acquire Scanscout, one of its smaller competitors, in a bold attempt to consolidate the market, and create a scaled competitor to Hulu and YouTube. Separately, Undertone Networks is expected to announce a deal Monday to buy Jambo Media, a video syndication and ad platform. Two weeks ago, Specific Media snapped up BBE, one of the first pure-play video networks in the market… TV advertisers are the ones moving most aggressively into web video, looking to achieve similar goals through it. ‘I think that has been one thing that has been missing for advertisers is the ability to deliver mass reach,’ said Chris Allen, VP-video innovations at Starcom USA. ‘A lot of our clients are married to the reach metric, and TV delivers reach as fast as possible. The only way to achieve that reach online is through a network.’”

Is the :60 spot going away? No.

Does broadcast deserve its dominance and to make all the money? Most definitely not. Arguably, they are the least removed from purchase behavior. Wouldn’t it make sense that I’d be more likely if I was online to then stay online to purchase something as opposed to going from one screen to another to do so?

Are “reach and frequency” dated analytics? Do they truly get at how we consume media and connect to purchase behavior?

Once upon a time people laughed at cable as a network contender. ESPN, 24 hour sports. It’ll never work. FOX could never take on the Big 3. 24 hour news? Don’t be silly. 24 hour weather? Please!

Is Comcast/NBC really that big of deal? Not really in my opinion.

Fragmentation is the world of today. Whole is the world of yesterday.

No matter how big Comcast/NBC make themselves, the reality is that when it comes to content, they are hardly the only game in town.


McCracken, Grant  “Chief Culture Officer: How to Curate a Living Breathing Corporation”, 2010

Maney, Kevin “Trade-Off: Why Some Things Catch On and Others Don’t” 2009


Categories : Uncategorized


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