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Inside The StreamInside The StreamComcast’s Belated Streaming App Store; Bezos and CNBC?Comcast is launching a streaming app store ten years too late. Meanwhile, Jeff Bezos is considering buying CNBC, NBCU is launching a sports channel, and linear ads still dominate. 2025-07-2529 minInside The StreamInside The StreamAre TV OS Providers Monetizing Viewers Too Aggressively?Google TV's intrusive home screen ads highlight how deeply ads are embedded in the connected TV experience. Have TV OS providers become too aggressive in monetizing viewers? 2025-07-1834 minInside The StreamInside The StreamA+E For Sale, Netflix Still #1, HBO Max is Back and Apple-F1Disney and Hearst have put A+E Global Media up for sale in the latest cable TV divestment; Netflix is still the consumers’ top brand, HBO Max is back, and Apple may pick up F1. 2025-07-1125 minInside The StreamInside The StreamInterview: Roku-Amazon Deal Drives CTV’s Full Funnel FutureRoku’s Senior Director, global ad platform partnerships and biz dev, Miles Fisher, joins us for a deep dive into how Roku’s new Amazon Ads partnership will drive CTV’s full funnel future. 2025-06-2726 minInside The StreamInside The StreamStreaming Beats Traditional TV With Tubi’s HelpNielsen’s The Gauge shows TV streaming time beat broadcast plus cable TV for the first time in May 2025. We discuss why and how Fox’s Tubi is helping drive the trend. 2025-06-2032 minInside The StreamInside The StreamDissecting Warner Bros. Discovery’s SplitWarner Bros. Discovery is splitting into two companies, reversing much of its corporate, product, and streaming strategies. We dissect what went wrong and how it got that way. 2025-06-1336 minInside The StreamInside The StreamYouTube’s Move to the Big Screen, Ad Attention Metrics and MoreMore data this week on YouTube’s move to the big screen. Ad attention metrics are spread throughout the day. Cable TV networks are downsizing and more. 2025-06-0623 minInside The StreamInside The StreamNielsen & Gracenote SVOD data, YouTube Extends TV LeadSVOD library composition and effectiveness are revealed in new Nielsen and Gracenote data. YouTube’s dominance on TV grows, and Google’s startling genAI tools. 2025-05-3025 minInside The StreamInside The StreamAntenna CEO: SVOD Ad Plans Lead, Debunking Viewer MythsAntenna’s Co-Founder & CEO, Jonathan Carson, shares new data detailing the pivotal role SVOD ad plans play in the market. He also debunks myths about ad plan viewers. 2025-05-2327 minInside The StreamInside The StreamESPN’s DTC Pricing, HBO Max Redux, NewFrontsESPN announced its DTC app pricing. Is the price right, and is the bundle discount enough? Max puts HBO back in its name. And updates on Newfronts from YouTube, Amazon, and more.  2025-05-1626 minInside The StreamInside The StreamDisney’s 2025 DTC profit goal; ESPN DTC price, bundlesThe latest quarter's results put Disney on the path to full-year direct-to-consumer profitability. With an ESPN Flagship reveal next week, we discuss pricing and bundling strategy. 2025-05-0928 minInside The StreamInside The StreamTiVo Report Shows Simpler Video Bundles, Spending DownTiVo’s new Video Trends report shows that video bundles are simplifying, total video spending is dropping, sports fragmentation is growing, and smart TV loyalty is increasing. 2025-05-0229 minInside The StreamInside The StreamInside the Stream - Vevo’s EVP Explains Multiplatform SuccessVevo’s EVP Global Sales, Rob Christensen, joins us to talk about Vevo Evolve, the new data-driven ad platform. Rob also dives into multiplatform success, AI, measurement, CTV, and more. 2025-04-2530 minInside The StreamInside The StreamHow the TV OS Influences Viewers’ ChoicesThe TV OS space remains fragmented yet highly influential in viewers’ content choices. New data explains how the big six use that influence to their advantage. 2025-04-1831 minInside The StreamInside The StreamNAB 2025: Live Global Distribution, AI, Audio InnovationWe discuss NAB Show 2025 highlights, including breakthroughs in global distribution for live programming, AI-powered interfaces, and built-in dialog enhancements for TVs. 2025-04-1131 minInside The StreamInside The StreamAntenna’s CEO on SVOD re-subscribers, churn, bundles, moreAntenna’s CEO shares insights on the firm’s latest SVOD research, including churn stabilization, re-subscribers, growth in ad-supported plans, the role of live, and more. 2025-04-0440 minInside The StreamInside The StreamSocial’s role in TV discovery, churn, SVOD pricingThe role of social media in TV discovery, SVOD pricing optimization, and churn reduction are three key takeaways from Deloitte’s new digital media report. You can download this week's sponsor's report, "The Sports Streaming Craze: Sustainable Growth or Overhyped Trend?" here.  2025-03-2831 minInside The StreamInside The StreamSports Streaming Gains Further MomentumSports streaming continues to gain momentum, with Peacock, Disney, Fubo, and DirecTV all part of the action this past week. We review all the activities and what’s ahead. 2025-03-2123 minInside The StreamInside The StreamGen AI adoption and Euro CTV challengesThemes at the Connected TV World Summit included broadcasters and digital, streaming sports, and YouTube. Also, new FAST research from Gracenote and AI updates from Bango. You can download the free Bango report here. 2025-03-1426 minInside The StreamInside The StreamInside the Stream - Top Takeaways from CTV x AI ConferenceVideoNuze’s conference last week, which focused on the intersection of CTV and AI, included valuable insights from 18 speakers in 5 sessions. We highlight the top takeaways. 2025-03-0723 minInside The StreamInside The StreamThe Challenges and Possibilities for AI in CTVIt’s not all plain sailing for AI in connected TV. Four experts highlight some of the technology's challenges and how they think it will revolutionize the industry in 2025 and beyond. 2025-02-2810 minInside The StreamInside The StreamInterview: The Revry-The Trade Desk disputeRevy's fight with The Trade Desk has spilled into the trade press. In this interview, Revry’s co-founders explain why all specialty and fan-forward providers could be affected. 2025-02-2122 minInside The StreamInside The StreamInside the Stream – The streaming Super BowlTubi delivered with its live Super Bowl stream, outperforming YouTube TV and broadcast in the process. And way more streamed the game than the 13.6 million using Tubi. 2025-02-1419 minInside The StreamInside The StreamDisney Defies Gravity, YouTube Ads Are StrongDisney continues to defy gravity by raising prices and cutting content without losing subscribers. Meanwhile, YouTube ads soared above $10 billion with help from long-form content. 2025-02-0727 minInside The StreamInside The StreamPeacock Steady, Super Bowl Ads Soar, New Streaming InsightsPeacock subscribers held steady at 36 million in Q4, while its quarterly loss significantly improved. Super Bowl ads are $8 million. And plenty of new streaming research. Scan the QR code below or click this link for a free copy of the Looper Insights report Streaming Forward: Trends Shaping Digital Entertainment in 2025. Thanks to Looper Insights for sponsoring this episode. https://nscreenmedia.com/wp-content/uploads/Inside-the-Stream-QR-Code-Looper-Insights.png  2025-01-3126 minInside The StreamInside The StreamNetflix's Big Q4: Ads, Gaming, and a Hard-to-Track FutureNetflix delivered a stellar Q4, with subscriber and revenue gains across all regions. Ads and gaming will fuel future growth, but tracking its evolving success will be much tougher. 2025-01-2433 minInside The StreamInside The StreamTubi’s UHD Super Bowl, Prime’s NFL Ratings Peak, and MoreTubi’s Super Bowl UHD livestream plan is bold, but can it deliver? Prime’s wildcard game gets its best NFL rating yet. Vizio jumps into SVOD bundles and consumer AI research. 2025-01-1726 minInside The StreamInside The StreamMaking Sense of the Disney-Fubo DealThe Disney-Fubo deal seems to clear the path for the launch of Venu Sports and provide Fubo with financial strength. But DirecTV thinks it doesn’t settle the issue. 2025-01-1027 minInside The StreamInside The StreamPBS’s Digital Head Explains Importance of Amazon DealPBS has a new distribution deal with Amazon to simulcast 150 local stations. We talk with PBS’s digital head, Ira Rubenstein, about the deal and its 2025 strategy. 2025-01-0327 minInside The StreamInside The StreamAntenna’s CEO Shares Top Streaming Insights from 2024In this exclusive interview, Antenna’s CEO shares insights on streaming’s ad-supported growth, live sports, and the NFL’s impact on subscriber acquisition and 2024’s top promotions. 2024-12-2035 minInside The StreamInside The StreamStarz’s Streaming StrategyStarz’s CEO outlined the company’s streaming strategy, which includes partnering with SVOD aggregators, retaining originals, and avoiding annual rate bumps. 2024-12-1328 minInside The StreamInside The StreamLots of Opportunities Ahead for Walmart-VIZIOWalmart closed its $2.3 billion acquisition of VIZIO, creating many opportunities to extend WatchFree+ and drive new ad revenue and one-click buying. 2024-12-0626 minInside The StreamInside The StreamComcast’s SpinCo Signals More Cable Network ConsolidationComcast’s decision to spin out all of its cable networks except Bravo into an independent company is a signal of more cable network consolidation to come. 2024-11-2220 minInside The StreamInside The StreamDisney’s AVOD Subscriber Surge, Prime Video’s Title TonnageDisney CEO’s slip reveals AVOD’s dominance in subscriber gains, and a Netflix announcement confirms the trend. New data shows Prime Video’s content inefficiency. 2024-11-1529 minInside The StreamInside The StreamStreaming Sports Viewers Surge Past Pay-TVeMarketer says that 20 million more viewers will consume live sports on streaming than on pay-TV this year, with the gap more than doubling by 2027. Listen on for the implications! 2024-11-0826 minInside The StreamInside The StreamComcast’s Cable Networks Spinoff, YouTube’s $50 Billion RevenueThis week, two big indicators of significant change in the TV/video industries: Comcast may spin off its cable TV networks, and YouTube hit a $50 billion revenue run rate. 2024-11-0121 minInside The StreamInside The StreamDisney Drops Apple's App Store, CTV Ad Standards, and MoreDisney+ and Hulu dropped Apple’s App Store, IAB Tech Lab is driving new CTV ad standards, Fubo is offering premium sports services, and streamers are partnering with grocers. 2024-10-2528 minInside The StreamInside The StreamAmazon Rules Streaming Video Distribution, Comcast is IndifferentBloomberg Screentime interviews highlighted Amazon's dominance in streaming distribution, while Comcast seemed indifferent to cable TV despite NBCU's reliance on it. 2024-10-1831 minInside The StreamInside The StreamCan Google TV’s New Features Increase Its Market Share?Google’s Rob Caruso joins us to discuss key new features in Google TV and the new Streamer device. Can smart home and photo integration boost the TV OS’s market share? 2024-10-1137 minInside The StreamInside The StreamAntenna’s CEO Dives into New Research on Specialty SVODIn this exclusive interview, Antenna’s CEO shares new research on specialty SVOD services, which show robust growth, dependence on Amazon Channels, and particular success stories. 2024-10-0440 minInside The StreamInside The StreamNew Google & Roku Streamers, Disney Paid Sharing, FAST Metrics, Netflix SportsGoogle and Roku released new streaming media players, Disney rolled out paid sharing, Netflix is dabbling in sports, and a new initiative to measure FAST viewing has been launched. 2024-09-2732 minInside The StreamInside The StreamYouTube Revamps CTV App and Enhances AI FeaturesYouTube is revamping its CTV app to emulate best practices in SVOD apps and launching a series of AI features for creators that will drive better viewer experiences. 2024-09-2033 minInside The StreamInside The StreamIAB’s CTV Ad Outlook; Movie Headwinds, Charter-AMC+; and moreFour topics this week: IAB raised its 2024 CTV outlook, movies continue hitting headwinds, the impact of the Charter-AMC+ deal, and Amazon jumps into NextGen TV. 2024-09-1333 minInside The StreamInside The StreamInside the Stream – Disney-DirecTV Dispute Highlights Reduced Customer FocusDisney blacked out all its networks on DirecTV as part of a carriage dispute. The standoff seems to be part of a pattern of inconsistent and reduced customer focus at the company. 2024-09-0633 minInside The StreamInside The StreamInside the Stream - Can Venu’s Owners Escape Their Gilded Cage?Disney, Fox, and WBD’s roles in the multi-channel bundle are a “gilded cage” that contributed to a judge issuing a preliminary injunction barring Venu Sports’ launch. What’s next? 2024-08-2331 minInside The StreamInside The StreamExploring Linear TV Networks Collapsing ValueMultibillion-dollar write-downs on Warner Bros. Discovery and Paramount linear TV networks underscore the seismic changes streaming has brought to the industry. 2024-08-1629 minInside The StreamInside The StreamDisney’s First DTC Profit - What Is Its True Quality and Sustainability?Disney reported its fiscal Q3 ‘24 results, including its first-ever profit in its DTC segment. But we’re skeptical of the true quality and sustainability of the profit. 2024-08-0935 minInside The StreamInside The StreamNBC Impresses with Olympics Clips On Peacock and YouTubeEarly returns show Olympics viewership is up 75% from 2021. NBCU’s streaming coverage is solid, especially its management of highlight clips on Peacock and YouTube. 2024-08-0236 minInside The StreamInside The StreamWill Peacock Turn the Corner? Netflix’s Ads LagPeacock reduced its Q2 ‘24 loss by half but lost a million subscribers. The Olympics looks like a pivotal moment for the service and its sports agenda. Meanwhile, Netflix’s ads lag. 2024-07-2630 minInside The StreamInside The StreamExclusive Interview with Antenna Co-Founder-CEO Jonathan CarsonAntenna’s research is a must-read for streaming industry executives. Jonathan Carson, Antenna’s Co-Founder and CEO, joins us for an exclusive deep-dive into its latest report. 2024-07-1251 minInside The StreamInside The StreamInside the Stream - Exclusive Interview with Top Wall St. Analyst Michael NathansonIn this exclusive, must-listen interview, Top Wall Street media analyst Michael Nathanson dives into the major issues driving the TV and streaming industries. 2024-06-2844 minInside The StreamInside The StreamAntenna Data on the Bundle’s Power, Annual Plans and MoreNew Antenna data reveals the power of streaming bundles, that annual subscriptions fail to engage, the acceptance of price increases, and ad-tiers’ ascendency. 2024-06-2132 minInside The StreamInside The StreamRoku-MAGNA Interview on New Home Screen ResearchNew Magna-Roku research shows the home screen is critical in the content discovery journey. Executives from both companies join us to discuss the research and its ad implications. 2024-06-1438 minInside The StreamInside The StreamStreaming is tops on VIZIO; Max Rate Rise; Streaming TV is LovedInscape research reveals that virtually all VIZIO smart TV owners are streaming. Max raised rates—but only on ad-free tiers. Streaming satisfaction scores are off the charts. 2024-06-0733 minInside The StreamInside The StreamBox Office Plummets, Ad Experience Matters, Netflix Bundling AngleThe Memorial Day box office plummeted 36%.  Latency, unnatural breaks, and slates are hurting ad experiences. Netflix’s bundling angle is unclear—all this and more in this week’s podcast. 2024-05-3128 minInside The StreamInside The StreamComcast StreamSaver is appealing to the budget-consciousComcast’s $15 StreamSaver bundle is great value. Combine it with Disney’s $15 Trio Basic bundle and streaming’s value prop is stronger than ever. But who are the bundles for? 2024-05-2427 minInside The StreamInside The StreamNetflix is Well-Positioned to Lead in Bundling and CTV AdsNetflix revealed it has 40 million ad-tier subscribers. Hub research says it is viewers’ top choice to drive streaming bundles. Add in the NFL, and Netflix is looking strong. 2024-05-1725 minInside The StreamInside The StreamAmazon Cranks Up Ad-Tier Viewers; Disney’s DTC ProgressHow did Amazon Prime Video vault to the top of the chart in ad-tier subscribers? Is Disney’s DTC progress sustainable? Get the answers and much more in this week’s podcast! 2024-05-1037 minInside The StreamInside The Stream3 Key Themes from This Week’s NewFrontsThis week’s NewFronts highlighted three key and interlocking themes: TV OEMs’ emphasis on FASTs, AI’s role in driving video ads’ value, and CTV evolving to the full funnel. 2024-05-0336 minInside The StreamInside The StreamWurl CEO interview on AI’s Role in CTV AdsWurl released its new AI-powered BrandDiscovery product. CEO Ron Gutman says it makes CTV ads context-sensitive, and AI will make ads more targeted and valuable. 2024-04-2633 minInside The StreamInside The StreamNAB 2024 delivers AI, blockchain, low-tech solutions!AI loomed large at NAB 2024, with solutions exposing new video revenue opportunities. The blockchain delivers big encoding savings and how to cut TV power use by half. 2024-04-1930 minInside The StreamInside The StreamAI Drives New Value for Cineverse-Gracenote and OthersAI is revolutionizing the value chain of video creation, delivery, and discovery. The Cineverse-Gracenote partnership and other initiatives show how. 2024-04-1224 minInside The StreamInside The StreamInside the Stream - TiVo’s Q4 ‘23 VTR: Service declines, Discovery Challenges, moreTiVo’s Q4 2023 Video Trends Report showed that paid services used flattened while free services grew. Churn, discovery, and operator STB streaming were some of our other highlights. 2024-04-0532 minInside The StreamInside The StreamDisney+/Hulu UX Lags, ESPN and RSNs, NFL Skeptical of Sports JVHulu has been integrated into Disney+, but key UX features aren’t yet included. ESPN is moving toward being a hub with RSN feeds, and the NFL is skeptical of the sports JV. 2024-03-2929 minInside The StreamInside The StreamNew Data Shows Streaming’s Dominance Over Traditional MediaNew data from Inscape, Deloitte, and HarrisX show how traditional models like movie-going and pay-TV subscriptions are being supplanted by streaming. 2024-03-2226 minInside The StreamInside The StreamFAST Euro Limits, TV OS Wars, Broadcaster Super AppsThis week, we explore why FASTs in Europe lag vs. the US, why there are now 18 TV OSs and counting, and how “super apps” help broadcasters fight global SVOD. 2024-03-1528 minInside The StreamInside The StreamFubo’s Spulu Duel, Apple’s $700M Splurge, Max & Disney follow NetflixFubo says it’s in a “duel to the death” with Spulu. Max and Disney are following Netflix with password-sharing curbs and anti-churn tech. Apple spent $700M on three movies. 2024-03-0826 minInside The StreamInside The StreamCTV Ad PREVIEW: 2024 Reveals Key Market DriversThe broad range of the sessions at this week’s VideoNuze CTV Advertising PREVIEW: 2024 virtual revealed the key themes driving the market. Listen on as we discuss them all. 2024-03-0127 minInside The StreamInside The StreamRIP FreeVee?, YouTube tops on CTV, Peacock & Paramount+ Combine?FreeVee is reportedly closing, a rumor Amazon rejects. YouTube remains tops in connected TV. Peacock and Paramount+ may be combining, and Noggin is no more. 2024-02-2325 minInside The StreamInside The StreamWalmart-Vizio Deal, Super Bowl Streamers MysteryParamount claimed the Super Bowl set streaming records but omitted details, so we try to quantify them. And we discuss the many reasons the Walmart-Vizio deal makes sense. 2024-02-1622 minInside The StreamInside The StreamWhere Does the Disney/Fox/WBD Sports JV Fit In?This week, we look through all the buzz around the new sports JV from Disney, Fox, and WBD to understand the service’s opportunity and likely impact on the TV market. 2024-02-0927 minInside The StreamInside The StreamZone TV’s CEO on Block Deal, FASTs’ futureThis week, we interviewed Zone TV CEO Jeff Weber about his company’s acquisition by Block Communications. Jeff explains the deal, the evolving FAST market, FAST2.0, and what’s next. 2024-02-0230 minInside The StreamInside The StreamPaid Sharing, Ads Influence Netflix’s Record Q4Netflix gained 13.1 million subscribers in Q4 2023, a company record. We discuss paid sharing, the lower-cost advertising tier, and how they impacted the results. 2024-01-2632 minInside The StreamInside The StreamWas Peacock’s NFL Exclusive a Success?NBCU hailed Peacock’s streaming exclusive of the Chiefs-Dolphins wildcard game a success, but was it? Did it get a big bump in incremental subscribers, and will they stick around? 2024-01-1928 minInside The StreamInside The StreamCES Highlights, NBCU and Disney Step Up in Ads, Netflix GrowthBig TV manufacturers made big news at CES, while NBCU and Disney stepped up their ad games. Meanwhile, Netflix has grown ad-tier users, and Amazon’s headcount is shrinking. 2024-01-1227 minInside The StreamInside The StreamStreaming TV Predictions for 20242024 is shaping up to be another exciting year for streaming TV. We share our top predictions, focusing on SVOD, CTV, TV OS, sports, FASTs, AI, cord-cutting, and more. 2024-01-0528 minInside The StreamInside The StreamThe 2023 Top Ten Streaming Video StoriesThis year, SVODs switched strategy, YouTube pumped up premium, Disney consolidated its position, and the streaming king weathered a storm of competition. Listen on for the top 10 streaming video stories of 2023. 2023-12-2238 minInside The StreamInside The StreamSurprises revealed by Netflix’s engagement reportNetflix’s inaugural engagement report details what subscribers are watching in unprecedented detail. It also reveals surprising insights into the company’s business. 2023-12-1524 minInside The StreamInside The StreamSVOD Bundling, Peacock Hits 30M, WBD FASTs, Hulu’s D+ TileCompetitor SVODs are bundling up to cut churn and boost lifetime value. Peacock reaches 30 million subscribers, while WB Discovery’s FAST strategy raises questions. 2023-12-0831 minInside The StreamInside The StreamNASCAR’s $8B Rights Deals, D2C vs. Pay-TV, TikTok vs. YouTubeNASCAR has a new $7.7 billion rights deal, Insider Intelligence says cord-cutters dominate in the US, TikTok is challenging YouTube, and Smart TVs are growing in importance. 2023-12-0145 minInside The StreamInside The StreamYouTube TV’s Strong Q3, Sports in FluxAccording to LRG estimates, YouTube TV had a strong Q3, adding 600K subscribers. We discuss the role of Sunday Ticket and the changing nature of sports distribution. 2023-11-1723 minInside The StreamInside The StreamDisney, Roku, WB Discovery, and Dish Q3 resultsIt’s earning season! We discuss Disney’s D2C progress, Roku’s subscriber growth and ad revenue, WB Discovery’s lost subs and increased revenue, and Dish’s satellite loss and Sling TV gain. 2023-11-1046 minInside The StreamInside The StreamWill Disney’s Big Hulu Bet Deliver on Kilar’s Success Plan?Disney’s $8.6 billion buyout of Comcast’s Hulu share has begun. Former Hulu chief Jason Kilar laid out his plan for streaming success, but can Disney achieve it once the Comcast deal is done? 2023-11-0338 minInside The StreamInside The StreamInterview: how Eluvio is disrupting streaming deliveryEluvio’s Media Wallet won IBC’s Best of Show 2023. The company’s CEO explains the solution and how Eluvio’s content fabric handles all TV business models with disruptive pricing and performance. 2023-10-2737 minInside The StreamInside The StreamPaid Sharing Boosts Netflix’s Q3 ‘23 ResultsNetflix added nearly 9 million global subscribers in Q3 2023. The company credited the password sharing clampdown, which it calls paid sharing, with the gain. But did ad plans and the show Suits help, too? 2023-10-2027 minInside The StreamInside The StreamNexstar makes a case for broadcast; YouTube’s teen bumpNexstar says the recent Disney-Charter deal will benefit local broadcasters, but how strong is its case? YouTube leads Netflix among teens and boosts its TV influence. 2023-10-1324 minInside The StreamInside The StreamXumo Stream Box is good for cable but limited elsewhereXumo’s new Stream Box has begun its rollout by corporate parents Charter and Comcast. We discuss why the box is the right move for them but has limited use elsewhere. 2023-10-0625 minInside The StreamInside The StreamInside the Stream – TV services used, Disney+ sharing, Prime Video adsThis week, we discuss the decline in TV services used by viewers, the Disney+ password-sharing crackdown, Prime Video ads, and the cable ad revenue decline. 2023-09-2923 minInside The StreamInside The StreamInside the Stream: Generative AI-powered innovation at IBC 2023Innovation was abundant at IBC 2023, with new AI-powered solutions delivering instant speaker fact-checks, regionally optimized movie marketing, and personalized highlight reels. 2023-09-2227 minInside The StreamInside The StreamCharter-Disney II, Eluvio, Gracenote for FASTs, Hulu OwnershipCharter and Disney settled their dispute, and we discuss the outcome. Also, this week, Eluvio’s streaming platform, Gracenote for FAST discoverability, and Hulu’s ownership puzzle. 2023-09-1525 minInside The StreamInside The StreamCharter-Disney Dispute Breaking the Big TV BundleCharter and Disney are at a standoff over rates, bundling, and how DTC apps are treated. Neither side is blinking, and the future direction of linear TV distribution is up for grabs. 2023-09-0827 minInside The StreamInside The StreamBroadcaster SVODs struggle, but their FASTs flourishBroadcaster SVOD services are struggling to compete with CTVs elite, but their FASTs are doing great. SVOD services that added ad-tiers late suffer a long-term disadvantage. 2023-09-0123 minInside The StreamInside The StreamFASTs Everywhere: TCL, Fire TV, Google TV, Cox MediaFree ad-supported TV (FAST) continues to expand, and this week, we discuss new initiatives from TCL, Fire TV, Google TV, and Cox Media Group. 2023-08-2528 minInside The StreamInside The StreamLinear TV and pay TV share, subtitles, Roku localsNielsen says that linear TV fell below half of July viewing. Is it right? Q2 2023 pay TV losses continue. Watching with subtitles is the default for many. And The Roku Channel adds local Fox and CBS stations. 2023-08-1827 minInside The StreamInside The StreamDisney’s D2C profitability seems on track, but at what cost?Disney made progress toward direct-to-consumer profitability in the last quarter. Another Disney+ price increase and password-sharing curbs could finish the job on schedule in 2024. But at what cost? 2023-08-1131 minInside The StreamInside The StreamWB Discovery Loses DTC Subscribers in Q2 2023In Q2 2023, WB Discovery lost 1.8 million DTC subscribers globally, though it recorded a slight increase in ARPU. We discuss the loss, DTC profitability, and what to expect going forward. 2023-08-0421 minInside The StreamInside The StreamBad news, good news for Comcast’s Q2 ‘23 video performanceComcast’s cable TV subscriber losses continued to accelerate in Q2 2023. We discuss whether Peacock is picking up the slack and how it will fare if the writers’ and actors’ strike continues into the new year. 2023-07-2825 minInside The StreamInside The StreamInside the Stream – Interview with Jeff Shultz, CSO, CBDO, Paramount StreamingIn this interview with Paramount executive Jeff Shultz, he explains Paramount+ and Pluto TV’s joint strategy, three innovative distribution deals, and why FASTs are not cable TV 2.0. 2023-07-1423 minInside The StreamInside The StreamPutting Paramount+ With Showtime in PerspectiveParamount+ With Showtime launched this week. We put into context what the end of a decades-old, standalone premium TV brand means in today’s streaming market. 2023-06-3030 minInside The StreamInside The StreamInterview with Google TV’s Director of Product ManagementGoogle TV has made great strides since its introduction in 2020. In this interview with product management director Ben Serridge, he explains the keys to the product’s success. 2023-06-2330 min