Leveraging Metadata and User Data for OTT and FAST Monetisation

Article Featured Image

There’s an old maxim in the publishing busi­ness that writing is writing but publishing is timing. In the media and entertainment world, the corollary might be that content is king, but monetising content is a whole other thing. Quality and quantity matter, of course, but every bit as critical as the creation and cu­ration of a content library is the science that supports and sustains the art.

Particularly in the saturated content mar­kets of OTT, FAST, SVOD, and AVOD, deliver­ing great shows is barely half the battle in the struggle to catch and captivate eyeballs and convert viewership into profitability. OTT’s up­side, even in the days when it lagged far behind traditional linear TV in audience share, was the ability to target audiences with greater pre­cision, personalise experiences, and leverage recommendation engines to surface the right content for the right viewers.

Of course, nothing makes recommendation engines—and every other means of profit-making leverage—go, go, go like data in its many varieties. Metadata in particular is the key to personalising viewer experiences and optimising content portfolios. AI plays an ever-greater role in enhancing the metadata qual­ity and improving recommendations. As ana­lysts focused on the M&E industry and insid­ers at major media companies playing critical strategic roles agree, data is also essential to understanding customer journeys and making informed decisions on how to reach and retain subscribers and, on the ad-supported side, de­liver the right ads to audiences and the right audiences to brands.

Metadata: The Linchpin of Everything?

In a panel at Streaming Media Connect 2023 in November, Chris Pfaff of Chris Pfaff Tech Media described metadata as “the linchpin, the DNA of everything” when it comes to driv­ing ROI for OTT and FAST.

Paul Erickson, founder and principal of Er­ickson Strategy & Insights, calls metadata “table stakes” for an effective OTT monetisation strat­egy and “a potential force multiplier for overall service ROI, if you leverage it correctly.”

It all comes down to “sustaining engagement,” Erickson explains, “which is fundamental to re­tention and monetisation. It’s directly connect­ed to personalisation and search and recom­mendation. If we think about how efficiently you can target and address specific audiences with your advertising, that specificity is aided tre­mendously by the metadata that helps adver­tisers understand the nuances of that audience that they’re trying to hit. There’s a lot of value to be reaped by those parties that can effective­ly enhance and enrich metadata, typically us­ing AI to help do so, particularly when it comes to equalising the level of metadata quality and richness in diverse libraries that may consist of new and legacy content from different sources, such as what you might have in a FAST channel.”

Any cost/benefit analysis must also acknowl­edge not just the return but the investment side of ROI, as well as the opportunities for cost reduction that metadata brings, Erickson con­tinues. “Metadata also helps you understand the specific nuances of portions of your con­tent portfolio that are not performing well and gives you some insight into why, depending on the richness and quality of that metadata. Thus, it can help you optimise your existing content portfolio and inform your future content acqui­sition strategy.”

Also critical to effective use of metadata, of course, is having metadata that’s accurate and clean. Bethany Atchison, VP of distribution part­ner management at Vevo, highlights the impor­tance of having well-organised data at a service whose library consists of 800,000 music videos “across a variety of decades across genres” in order to deliver a high-quality user experience. “Organising our data is really important to keep track of all of that content. We really need to have clean metadata in order to organise ev­erything,” she says. “We have a programming team that uses their expertise to program each of our individual FAST channels, but they need to leverage AI and data to really comb through all of that and surface everything to them be­cause there’s just so much content to go through. For us, it’s really tantamount to the success of our channels.”

Vevo

Content recommendations on Vevo

Dan Trotta, product manager at Warner Bros. Discovery, underscores the value of metadata by describing how his company and other premi­um content services use it to intelligently deter­mine which “pause ads” appear on-screen when a viewer pauses a show and where a brand’s ad might be placed and—just as important—where it will not. “Let’s say you’re watching something like Breaking Bad, and you pause on one of those moments in the show where maybe you don’t want somebody walking into the room, and you also don’t want an advertiser’s ad to pop up over that. Streaming services are working toward metadata that runs through the episode to show you when areas are safe and when they are not,” he explains. “It allows you to take this ad format and distribute it across more of your programming hours than you otherwise would have. That’s money in your pocket right there. And it’s a better viewing experience than drop­ping an ad where it shouldn’t be.”

h20max

Pause ads on Max

Contextual vs. Behavioral Data

Much of the advertising that targets specif­ic audiences on the internet—and over the top of it—leverages behavioral data that indicates a user’s interests or demographics to serve rel­evant user-appropriate ads. Contextual data analyzes the content itself and aligns ad cam­paigns with interests suggested by that con­tent. Text-driven contextual advertising is rel­atively straightforward, relying on scans for keywords to match content with relevant ads. The more sophisticated contextual ad solutions applied to OTT content analyze it for sentiment and tone as well.

Eric Berger of Common Sense Networks, which develops ad solutions designed to serve age-appropriate ads alongside children’s con­tent, breaks down the benefits of using con­textual data, as well as some of its limitations as currently implemented. “The problem with contextual data today is that people are using metadata that’s created by creators in the case of platforms like YouTube, and the contextual match isn’t that strong,” he says. “The better you can be at finding the actual match between the content that’s on the screen and the advertising, the better it is from the consumer experience, and the higher the engagement is. Sometimes it’s a topic, like a hiking video with an REI ad.

But sometimes it’s also the sentiment and the mood—teamwork, role models, empathy—that connects and draws you in. That’s why many people like contextual more than behavioral.”

common sense networks

Common Sense Networks’ contextual ad targeting and matching

Another advantage of contextual over be­havioral data in generating the desired con­sumer response, Berger says, is its timeliness. “Behavioral is based on past behavior,” he ex­plains. “How many times have you looked for a pair of shoes and then [shoe ads] follow you all over the internet, but you’ve already bought them or made the decision not to buy them? Contextual is much more in the moment.”

Effective contextual advertising is, if any­thing, even more data-dependent than behav­ioral, even though it doesn’t leverage user data per se. “It’s really important to get the data piece right and to scale as much of the sea of content as possible. We’ve taken 3 years of content data from evaluating content, and we’ve worked with Deloitte to supersize these datasets using ma­chine learning so that we can effectively cat­alog the sea of content that is appropriate for kids and be able to slice and dice it through over 300 different types of metrics without any user data whatsoever.”

Part AI, Part Human

As Berger describes, machine learning and AI are critical tools in taking data analysis to the next level, whether for ad alignment or content recommendations. As recommen­dation engines become more sophisticated and more efficient in their use of metadata and user data to improve recommendations or ad rele­vance, enhance the user experience, or hold viewer attention longer, the question arises of how much AI factors into the equation and how much human intelligence still contributes di­rectly to the engine’s decision making.

“A lot of what you see on a streaming homepage is personalised to you and your past view­ing behavior and what viewers similar to you have viewed in the past as well,” says Warner Bros. Discovery’s Trotta. “The human element there that’s still really vital is pointing the al­gorithm in the correct direction. That means setting the key input and key output metrics.” The human element also determines answers to key strategic questions: “Are you going to optimise for the most active viewers you can get on your service in a given day? Are you go­ing to optimise for the most viewing hours you can get on your service in a given day? Are you going to optimise for the frequency with which users come back in a month? That gets sped through the pipeline that ultimately becomes what the user sees. But that’s the fundamental question to kick everything off each time.”

“AI is going to be a huge game-changer,” says TVREV co-founder and lead analyst Alan Wolk. He coined the term “FAST” for free ad-supported television during its infancy as an outlet for digitised longtail and legacy content that FAST channel providers were discovering could enjoy a second or third life as commer­cially viable media, thanks to the improved tar­geting opportunities available through OTT 

and streaming. Much of AI’s real power in this area, Wolk contends, is to dig deeper into shows to analyze sentiment and mood, as Berger at­tests, and make more informed decisions about ad placement and the like.

“There are companies out there like AiBUY and Curve that are actually able to go through and identify what’s going on in different scenes,” Wolk says. “Nobody wants to run their funny commercial during the funeral scene of a show.” Until recently, he explains, “It’s been very hard to identify that. Now they’re able to do that by understanding the emotions involved.”

These capabilities also create opportunities for a level of contextual insight and content-matching unheard of before AI became in­volved. For example, Wolk says, “If I’m Cadil­lac, and Matthew McConaughey is in a scene, I want to run my ad there, since he’s in my ads too. It creates a nice synergy. It can even under­stand what sorts of shows viewers like and per­sonalise their feeds. That’s going to be huge.”

Pfaff argues that the more intelligent, target­ed, and curated nature of data- and AI-infused ad strategy might also help to diminish “ad frequency and ad fatigue”—a key concern as streaming monetisation becomes ever more ad-centric, with even the most stalwart sub­scription-based services adding and empha­sizing their hybrid tiers.

“Ad overload and poor targeting are always going to be a net negative for engagement or retention, which obviously impacts your ROI over time,” Erickson concurs.

Taking It Personally

With all of the reliance on using personal data that personalisation demands, the ques­tion arises as to whether there may be a reck­oning ahead for the content companies—along with other digital data gatherers—that depend on that data. As consumers become increasing­ly aware of the privacy they’re giving up—and what their data is worth to the companies that collect it—they might not be so willing to sur­render so much information on their preferenc­es and behaviors just to get them to the shows they want a little faster or to train AI models to serve them ads for products they’re likely to buy.

Publishers Clearing House recently did an extensive study on consumer attitudes regard­ing data collection and usage for a range of pur­poses, including the personalisation of M&E content and advertising. Produced in conjunc­tion with ESHAP CEO Evan Shapiro and oth­ers, the findings were published in November 2023 in a white paper called It’s All Personal.

PCH Consumer Insights It's All Personal

PCH's It's All Personal report

Although “privacy/security of personal data” ranked second-highest in the survey among Americans’ top concerns, sandwiched between cost of living and the state of the economy, a fairly low level of data literacy seems to be in­hibiting their ability or inclination to act on that concern. A majority of respondents acknowl­edged that they weren’t entirely sure what they were consenting to when presented with a da­ta-sharing option like a website’s cookie pol­icy. Only 50% said they’d be willing to adjust their phone’s privacy settings to guard their data more closely, and even fewer expressed an interest in knowing more about what data is being collected.

Many respondents seemed not to fully recog­nise the value of their personal data to the com­panies that collect it. But they did seem to value the ways personalisation benefits them. Fewer than half (45%) said they’d trade less personal­ised ads for more control over their personal data. The survey revealed an overall passivi­ty about tolerating the types of data gathering that enable the targeting of OTT content and a willingness to give up a little bit of privacy in exchange for the personalisation of their en­tertainment experiences.

“When we looked at people’s attitudes to­wards advertising, I think we expected people to be a little turned off by personalisation of ad­vertising, but that didn’t seem to be the case, es­pecially for younger consumers,” says Shapiro. “They seemed to be totally chill about their data being used to personalise ads towards them.”

“The data was pretty much divided equal­ly among people who want to have personal­ised content and people who don’t want to have personalised content,” says Publishers Clear­ing House assistant VP Smriti Sharma. “Every­body talks about privacy, but do people really understand what privacy is? Because clearly the only way you can provide personalised con­tent is by capturing their data and identifying what they like.”

The end, it seems, justifies the means for most media consumers. “If you have the right content,” Sharma says, “people are going to fol­low it, and they’re ready to pay for it.”

Overall, the Publishers Clearing House study suggests that access to the personal data that powers personalisation isn’t likely to diminish any time soon—at least not as a result of con­sumers acting on their privacy concerns.

Striking the Right Balance

Erickson asserts that as important as person­alisation, clean metadata, and AI-heightened ad positioning might be, no single factor con­tributes more significantly to streaming ser­vice ROI than sound content budgeting. (This may well be the fate awaiting premium content providers that have overspent on original con­tent and tried to reverse their fortunes with ad tiers, sharing crackdowns, price hikes, and the like.) And naturally, matching the right con­tent to users presupposes having the right con­tent to begin with.

“Content is the lifeblood of any video op­eration, whether it’s traditional broadcast, a streaming service, a FAST channel, what have you, and it can make or break the economics of your service,” Erickson says. “The right content brings people in, keeps them there, and brings them back. But running out of content leads to them churning or dropping off, and spending too much on that content, no matter how good and relevant it is, will put you upside down ROI-wise. So today, I think we’re finally seeing a seri­ous and judicious review of content spend when it comes to acquisitions and commissions to en­sure that overall content budgets are being used efficiently and profitably.”

Erickson suggests that the pause in M&E con­tent creation caused by the writers’ and actors’ strikes of 2023 might actually bring about a bit of a reset that could precipitate the necessary adjustment in content acquisition and develop­ment models and a new prioritising of quality over quantity. “Obviously, great content is always valuable to bring people in and keep them in a subscriber fold from the service perspective. But if you’re not able to commission that great con­tent, we have a situation now where the strike perhaps is allowing the industry to sharpen its skills in a different area,” Erickson says. “Not all great content in your portfolio needs to be orig­inal commissions. You can license and leverage some amazing content from around the world if you internationalise it properly or it’s already in­ternationalised. And as your audience base over time gets more diverse, and retaining them as a business gets more important, licensing gives you a lot of agility to make sure you are serving or super-serving all of those particular nuanc­es of those unique audience segments. Whether you are putting content in the portfolio for an AVOD service or SVOD service or FAST chan­nel, you still need to have some level of content agility, but that content spend can shift from be­ing prioritised less on the original commissions end and more towards very prudent licensing of content that’s going to serve those particular audience segments.”

Streaming Covers
Free
for qualified subscribers
Subscribe Now Current Issue Past Issues
Related Articles

All the News That’s Fit for FAST

News broadcasting is one of the most exciting and quickly growing areas for FAST development, highlighted by the recent announcement of the BBC/AMC 24-hour live FAST news channel. Other legacy media news broadcasters, such as Scripps, Sinclair, Hearst, and USA Today, have also entered the FAST news space, many of them with a focus on local content. What are some of the current trends and challenges for FAST news delivery? In this article, several leading industry commentators provide insight.

The Most Demanded FAST Genre in 2024: News

2024 is the ultimate election year. A total of 91 countries—including the U.S., the U.K., India, and 27 European Union nations—will hold elections. In this context, it's no surprise to witness platforms and news outlets finessing their FAST channel strategy. The BBC News FAST channel launch was perfectly timed in that regard. BBC News is now available as a FAST channel on platforms like Pluto TV, Samsung TV Plus, Xumo Play, VIZIO, and more.