Friday, September 13, 2013

Your TV is watching you!

I think an important “under the radar“ tech trend is the development of the capability to target television advertisements directly to households that meet a given criteria.  What this looks like in practice is that you, the poor college student, might see an ad for Ramen noodles while your wealthier neighbor sees an ad for a cruise in the same slot.  Some analysts believe this technology marks the end of dog owners seeing cat food commercials and the end of many wasted ad dollars.

Currently about 20 percent of U.S. TV subscribers have services capable of sending targeted advertising to the household or viewer level.  Dish and DirecTV make up most of this figure, followed by Cablevision.  In the next couple of years Comcast will enter the fray and start driving the fraction of targetable households up toward 50 percent. 

How do television providers target you?  The same way direct mail has been targeting you for years.  Third party credit reporting agencies (Experian for one) offer a wealth of consumer data for the right price, allowing cable providers to segment their customers any which way by appropriately coding set-top-boxes.  DirecTV also makes use of individual viewing data, allowing it to target individual viewers within a single household based on viewing habits. 

The future of targeted television advertising is far from decided, and I believe the most important factor to consider is the human-technology interaction on the TV provider side.  There are two important camps that have very different ideas of what this technology can do for them.  TV providers see targeted advertising as a way to raise their CPM (Cost Per Mile – the price charged per 1,000 impressions) and overall revenue from ad sales.  Advertisers see this technology as a way to reduce cost by buying only the impressions that are likely to result in conversions.   

One more hiccup: there currently exists no standard between cable operators selling targeted advertising, meaning advertisers need to deal with each individual cable provider when attempting to buy targeted advertising, an unattractive proposition for advertisers used to buying ads at the national level through the national ad exchanges that have existed for decades.

The solution?  I believe this technology only works with a standard, and the best bet for TV providers is to sell targeted impressions on an auction-based model, finding maximum willingness to pay for each demographic, as there are likely to be some groups of viewers sought after by multiple advertisers.  As for the old guard of television advertising, they’re not exactly champions of higher CPMs, so you may not have to worry about blindfolding your TV just yet.

More reading than you will ever do on television advertising:

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