David Beisel wrote an interesting post today on his blog (Genuine VC), asserting that we may be entering the next phase of online video. His post, titled “Has the tide turned for YouTube/Google? (comScore says so but doesn’t scream it) The next phase of online video“, references comScore’s latest Video Metrix in which YouTube lost share of the online videos viewed for the first time on record. I agree with David’s view that this shift does mirror the trend we’ve seen over the past years in online content consumption patterns – with more and more content being consumed away from one-stop portals and toward more targeted/specialized content sites. I also agree that there is no question that consumers are becoming more comfortable searching for, discovering and viewing content away from the staple online video destination, YouTube.
This is clearly just the first data point for what may or may not be a trend, but watching these numbers over the next couple months will serve as a good leading indicator for how the industry is evolving. I also reccomend reading David’s post if you have a min – he provides a much more thoughtful view on this topic than I have here.
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