Deloitte's annual survey of the media landscape, released early last month, reported that 9% of the people interviewed had canceled their pay TV subscriptions in favor of watching shows online, and another 11% were considering it. Those are big, scary numbers for cable and satellite TV operators, as well as for TV producers who haven't found a way yet to make online viewing as lucrative as the combination of advertising dollars and monthly subscriber fees they collect from the likes of Comcast and DirecTV.
But there's another phenomenon that should be more alarming to industry incumbents: the emergence of services that capably transform the chaotic jumble of online video into compelling channels of entertainment. Two good examples are Los Angeles-based Frequency, which makes apps for mobile devices, computers and connected TVs, and Showyou, an iPad and iPhone app from San Francisco-based Remixation.
Unlike Clicker, neither company pays attention to the broadcast or cable TV episodes that are online, nor do they offer an index to movies on demand (at least not yet). Instead, they aggregate clips and links from YouTube, Facebook and Twitter, among other sources, then organize them into feeds by genre and popularity. They also use social-media tools to create personalized feeds curated by one's Facebook friends, Twitter connections and other users of each app.
They have different strategies -- Frequency is trying to put its app on every device a person might use to watch video, while Showyou is focused primarily on iPads and iPhones -- and their apps have different looks -- Frequency presents multiple channels in separate scrollable columns, Showyou a single array that can be scrolled in two directions. But they have a similar effect, which is to present online video in the familiar, channel-based, lean-back context of television. It's interactive, sure, but without all the effort (or the keyboard).