Following up on my previous post, we got a nice surprise yesterday in regard to the topic of live streaming and discovery. Twitter’s TV apps have dropped so I thought some might like to see what the experience is like. This is from our Fire TV device at home; I downloaded the app last night and watched their sports show The Rally:
First screen meet second screen. Second screen, this is first screen. Dig #TheRally on Twitter. On TV. □□ #GoLive pic.twitter.com/UtxhRAIYTG
— Jason A. Moser (@TMFJMo) September 15, 2016
In looking at the pictures in the Tweet in order you have the home screen on the left and scrolling down brings various Vine and Periscope content into the mix as well as Moments. The second picture (top right) is the show they recently inked a deal with called The Rally in full-screen (this is on our 55 inch TV and the picture was high-quality). I'll also say this show totally gives SportsCenter a run for its money; it's good. Then the third picture (bottom right) is where you can click on the right-hand arrow on the remote and go from the full-screen picture to having the show playing while incorporating the Twitter feed on the right. You can see on the first picture the tile also for Bloomberg, so it's probably safe to assume that this home screen will continue to fill with tiles of shows and leagues they sign on.
The football game tonight is obviously the big attention-getter, but these TV apps are going to bring a lot of content into play going forward. I imagine we'll see plenty of iterations that make it even better, but this is an encouraging first step in my opinion. Because of the live nature of the content Twitter is targeting (sports in particular) and the fact that you are not signed in to your Twitter account on the TV app (anyone can use it, you don't even need to have a Twitter account) Twitter has basically become a network on-demand Internet TV station that can advertise like any other during any sports event and we all know how lucrative that market can be, particularly with the data advertisers can glean via Internet distribution. While Twitter's MAU number of 313 million is nice (and also heavily criticized), this app really opens up that total audience opportunity and probably helps modestly grow that MAU number over time assuming they execute. As the media space continues to morph in the coming years thanks to the Internet and its profound impact on content distribution, there appears to be quite a bit of potential with offerings like these. It's great for consumers and could be quite nice for us investors as well.
The football game tonight is obviously the big attention-getter, but these TV apps are going to bring a lot of content into play going forward. I imagine we'll see plenty of iterations that make it even better, but this is an encouraging first step in my opinion. Because of the live nature of the content Twitter is targeting (sports in particular) and the fact that you are not signed in to your Twitter account on the TV app (anyone can use it, you don't even need to have a Twitter account) Twitter has basically become a network on-demand Internet TV station that can advertise like any other during any sports event and we all know how lucrative that market can be, particularly with the data advertisers can glean via Internet distribution. While Twitter's MAU number of 313 million is nice (and also heavily criticized), this app really opens up that total audience opportunity and probably helps modestly grow that MAU number over time assuming they execute. As the media space continues to morph in the coming years thanks to the Internet and its profound impact on content distribution, there appears to be quite a bit of potential with offerings like these. It's great for consumers and could be quite nice for us investors as well.
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