On the Go with GoPro

In the fall, Verizon launched Go90, its ad-supported, non-subscription, mobile-only streaming platform.  The target audience consists of the on-the-go millennials and teens who are comfortable with viewing content, short and long in length, on their mobile devices.  The service, available from the iTunes and Google Play app stores, has been downloaded nearly 2M times as of mid-December (estimate by Apptopia).    The service is useable on all wireless networks, although some content is offered exclusively to Verizon Wireless subscribers.  The growing content consists of traditional television shows (not networks), online videos, and live sporting and concert events. 

In Q1, Verizon is expected to launch a paid version of Go90 consisting of zero-rated premium content.  Content providers may be “sponsoring” the data cap exemptions which raises concerns that Verizon (and T-Mobile with Binge-On and Comcast with Stream) may be testing the limits of net neutrality rules.