How would this work? Customers of Walmart’s video service, Vudu, would be able to add specific channels (à la carte ) to their plan.
Big picture: Walmart wants to be Amazon. Amazon wants to be Roku. Who does Roku want to be?
Walmart also recently signed content deals with MGM Holdings to develop ad-supported content for Vudu.
Why does this matter? At a minimum, this would provide more OTT ad inventory (scarce). The big idea would be providing OTT ad inventory that is targetable against Walmart’s shopper data.
Flashback #1: Half of HBO Now, most of Showtime and Starz OTT subscribers coming from Amazon Channels: analyst
% of customers coming from Amazon Channels:
1) HBO: 50%
2) Showtime OTT: 75%
Flashback #2: The Road to À La Carte Television
More: Netflix Spoiled Us Rotten
Flashback #3: TiVo Q4 2017 Online Video & Pay-TV Trends Report
Other key findings:
1) 81% only want to pay for specific channels
2) $33 is the ideal monthly amount
3) 22 is the ideal number of channels
4) $1.50 would be the cost/channel/month
