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Inside The Stream
YouTube-Oscars, Movies Anywhere, Netflix podcasts
YouTube will stream the Oscars starting in 2029, Google has stumbled with its Movies Anywhere approach, Netflix is partnering for video podcasts, and the WBD saga continues.
2025-12-19
23 min
Inside The Stream
Disney’s Bold OpenAI Bet and the WBD Battle Rages
Disney has taken the bold and risky step of licensing the use of 200 characters to OpenAI’s Sora. Meanwhile, who’s going to win the raging battle for Warner Bros. Discovery?
2025-12-12
22 min
Inside The Stream
MS NOW Expands Streaming; Amazon’s Engagement; Microdramas
Will MS Now’s plan to transform itself from a cable news network into a streaming and community hub work? Amazon has engagement issues. And microdramas are surging.
2025-12-05
23 min
Inside The Stream
Canela Media Taps AI for Content and Monetization
Canela Media’s global president, Phillipe Guelton, describes how the company is tapping AI for content creation, user experience, and monetization.
2025-11-21
22 min
Inside The Stream
Interview: Execs Discuss Field & Stream TV FAST Launch
Field & Stream and Outdoor America have joined forces to launch Field & Stream TV, a new FAST offering. Company executives join us to explain their strategy.
2025-11-17
31 min
Inside The Stream
Fubo’s Growth, Netflix’s New MAVs Metric, Streamers’ Frustrations
Fubo posted its Q3 results and integration plans with Disney, Netflix introduced a new ad metric called Monthly Active Viewers and Gracenote’s data reveals streaming’s value.
2025-11-07
29 min
Inside The Stream
Tubi Profitable, YouTube Growth, Peacock in Neutral
In earnings news this week, Tubi has turned profitable, YouTube notched another $10 billion quarter in US ad revenue, and Peacock’s subscriber count is stuck in neutral.
2025-10-31
26 min
Inside The Stream
Netflix’s Ad Revenue to Double; Can Peacock Fly with the NBA?
Netflix reported Q3 results this week, saying 2025 ad revenue will double and engagement is rising, but by how much? And is the NBA a ticket to Peacock’s success or a poison pill?
2025-10-24
26 min
Inside The Stream
Antenna’s Subscriber Views Exposes Programming’s True Value
How effective is a specific title at acquiring, retaining, and engaging viewers? Antenna’s CEO, Jonathan Carson, explains how his firm’s new Subscriber Views delivers the answers.
2025-10-17
37 min
Inside The Stream
Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN
Netflix looks poised to equalize average revenue per member between ad and ad-free viewers. The Trade Desk scored a win with DirecTV for its Ventura TV OS, as did Fubo with ESPN.
2025-10-10
25 min
Inside The Stream
FAST Viewership Increases, But Monetization Challenges Remain
New data from Wurl reveals renewed growth in viewership for FAST channels. But monetization challenges remain, particularly for those outside the top tier.
2025-10-03
34 min
Inside The Stream
Disney Raises Prices Again, Risking Subscriber Retention Rates
Disney is raising the monthly price of its streaming services by up to 20%. Following prior increases, subscriber retention rates stayed strong. Will they this time, too?
2025-09-26
30 min
Inside The Stream
ESPN’s Launch, YouTube’s $100 Billion Payout, Amazon Innovate
Antennas says ESPN and Fox One gained 1 million paid subscribers in their first 10 days - is that a lot, or not? YouTube has paid creators $100 billion in 4 years, and Amazon keeps innovating.
2025-09-19
32 min
Inside The Stream
Inside the Stream - YouTube Scores With NFL, Vimeo Sale, MTV Rebound and More
YouTube scored a record 17 million global viewers for its Chiefs-Chargers livestream, Bending Spoons is buying Vimeo for $1.4 billion, and can MTV be resuscitated?
2025-09-12
23 min
Inside The Stream
The Trade Desk’s SVP of Ventura TV OS Interview Debrief
Can The Trade Desk’s Ventura upend the TV OS market? We discuss the key takeaways from our recent interview with Ventura SVP Matthew Henick and the TV OS's potential industry impact.
2025-09-05
33 min
Inside The Stream
Interview with The Trade Desk’s SVP of Ventura TV OS
The Trade Desk’s SVP of the Ventura TV Operating System, Matthew Henick, joins us for a deep dive into Ventura’s competitive positioning and advantages, key challenges, and goals.
2025-08-22
39 min
Inside The Stream
Paramount Scores UFC, ESPN-Fox One Bundle, Micro Dramas
Streaming sports continues to boom with Paramount+’s $7.7B deal for UFC rights. A new bundle of ESPN and Fox One recalls Venu Sports. And are Micro Dramas Quibi 2.0?
2025-08-15
30 min
Inside The Stream
Can the NFL and Hulu Deliver Disney D2C Expansion?
Disney’s emerging NFL partnership and new global role for Hulu are big strategic shifts in its direct-to-consumer business. Will they bring the growth and engagement Disney needs?
2025-08-08
30 min
Inside The Stream
YouTube’s Dominance; FAST’s Dilemma, HGTV and Peacock Challenges
YouTube’s ad revenue growth continues, with relaxed profanity rules poised to push it higher. Can FASTs capitalize on creators’ success for their gain? And HGTV and Peacock have their own challenges.
2025-08-01
28 min
Inside The Stream
Comcast’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.
2025-07-25
29 min
Inside The Stream
Are 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?
2025-07-18
34 min
Inside The Stream
A+E For Sale, Netflix Still #1, HBO Max is Back and Apple-F1
Disney 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.
2025-07-11
25 min
Inside The Stream
Interview: Roku-Amazon Deal Drives CTV’s Full Funnel Future
Roku’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.
2025-06-27
26 min
Inside The Stream
Streaming Beats Traditional TV With Tubi’s Help
Nielsen’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.
2025-06-20
32 min
Inside The Stream
Dissecting Warner Bros. Discovery’s Split
Warner 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.
2025-06-13
36 min
Inside The Stream
YouTube’s Move to the Big Screen, Ad Attention Metrics and More
More 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.
2025-06-06
23 min
Inside The Stream
Nielsen & Gracenote SVOD data, YouTube Extends TV Lead
SVOD library composition and effectiveness are revealed in new Nielsen and Gracenote data. YouTube’s dominance on TV grows, and Google’s startling genAI tools.
2025-05-30
25 min
Inside The Stream
Antenna CEO: SVOD Ad Plans Lead, Debunking Viewer Myths
Antenna’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.
2025-05-23
27 min
Inside The Stream
ESPN’s DTC Pricing, HBO Max Redux, NewFronts
ESPN 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.
2025-05-16
26 min
Inside The Stream
Disney’s 2025 DTC profit goal; ESPN DTC price, bundles
The 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.
2025-05-09
28 min
Inside The Stream
TiVo Report Shows Simpler Video Bundles, Spending Down
TiVo’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.
2025-05-02
29 min
Inside The Stream
Inside the Stream - Vevo’s EVP Explains Multiplatform Success
Vevo’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.
2025-04-25
30 min
Inside The Stream
How the TV OS Influences Viewers’ Choices
The 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.
2025-04-18
31 min
Inside The Stream
NAB 2025: Live Global Distribution, AI, Audio Innovation
We discuss NAB Show 2025 highlights, including breakthroughs in global distribution for live programming, AI-powered interfaces, and built-in dialog enhancements for TVs.
2025-04-11
31 min
Inside The Stream
Antenna’s CEO on SVOD re-subscribers, churn, bundles, more
Antenna’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.
2025-04-04
40 min
Inside The Stream
Social’s role in TV discovery, churn, SVOD pricing
The 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.
2025-03-28
31 min
Inside The Stream
Sports Streaming Gains Further Momentum
Sports 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.
2025-03-21
23 min
Inside The Stream
Gen AI adoption and Euro CTV challenges
Themes 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.
2025-03-14
26 min
Inside The Stream
Inside the Stream - Top Takeaways from CTV x AI Conference
VideoNuze’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.
2025-03-07
23 min
Inside The Stream
The Challenges and Possibilities for AI in CTV
It’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.
2025-02-28
10 min
Inside The Stream
Interview: The Revry-The Trade Desk dispute
Revy'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.
2025-02-21
22 min
Inside The Stream
Inside the Stream – The streaming Super Bowl
Tubi 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.
2025-02-14
19 min
Inside The Stream
Disney Defies Gravity, YouTube Ads Are Strong
Disney 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.
2025-02-07
27 min
Inside The Stream
Peacock Steady, Super Bowl Ads Soar, New Streaming Insights
Peacock 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
2025-01-31
26 min
Inside The Stream
Netflix's Big Q4: Ads, Gaming, and a Hard-to-Track Future
Netflix 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.
2025-01-24
33 min
Inside The Stream
Tubi’s UHD Super Bowl, Prime’s NFL Ratings Peak, and More
Tubi’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.
2025-01-17
26 min
Inside The Stream
Making Sense of the Disney-Fubo Deal
The 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.
2025-01-10
27 min
Inside The Stream
PBS’s Digital Head Explains Importance of Amazon Deal
PBS 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.
2025-01-03
27 min
Inside The Stream
Antenna’s CEO Shares Top Streaming Insights from 2024
In 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.
2024-12-20
35 min
Inside The Stream
Starz’s Streaming Strategy
Starz’s CEO outlined the company’s streaming strategy, which includes partnering with SVOD aggregators, retaining originals, and avoiding annual rate bumps.
2024-12-13
28 min
Inside The Stream
Lots of Opportunities Ahead for Walmart-VIZIO
Walmart closed its $2.3 billion acquisition of VIZIO, creating many opportunities to extend WatchFree+ and drive new ad revenue and one-click buying.
2024-12-06
26 min
Inside The Stream
Comcast’s SpinCo Signals More Cable Network Consolidation
Comcast’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.
2024-11-22
20 min
Inside The Stream
Disney’s AVOD Subscriber Surge, Prime Video’s Title Tonnage
Disney 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.
2024-11-15
29 min
Inside The Stream
Streaming Sports Viewers Surge Past Pay-TV
eMarketer 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!
2024-11-08
26 min
Inside The Stream
Comcast’s Cable Networks Spinoff, YouTube’s $50 Billion Revenue
This 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.
2024-11-01
21 min
Inside The Stream
Disney Drops Apple's App Store, CTV Ad Standards, and More
Disney+ 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.
2024-10-25
28 min
Inside The Stream
Amazon Rules Streaming Video Distribution, Comcast is Indifferent
Bloomberg Screentime interviews highlighted Amazon's dominance in streaming distribution, while Comcast seemed indifferent to cable TV despite NBCU's reliance on it.
2024-10-18
31 min
Inside The Stream
Can 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?
2024-10-11
37 min
Inside The Stream
Antenna’s CEO Dives into New Research on Specialty SVOD
In 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.
2024-10-04
40 min
Inside The Stream
New Google & Roku Streamers, Disney Paid Sharing, FAST Metrics, Netflix Sports
Google 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.
2024-09-27
32 min
Inside The Stream
YouTube Revamps CTV App and Enhances AI Features
YouTube 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.
2024-09-20
33 min
Inside The Stream
IAB’s CTV Ad Outlook; Movie Headwinds, Charter-AMC+; and more
Four 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.
2024-09-13
33 min
Inside The Stream
Inside the Stream – Disney-DirecTV Dispute Highlights Reduced Customer Focus
Disney 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.
2024-09-06
33 min
Inside The Stream
Inside 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?
2024-08-23
31 min
Inside The Stream
Exploring Linear TV Networks Collapsing Value
Multibillion-dollar write-downs on Warner Bros. Discovery and Paramount linear TV networks underscore the seismic changes streaming has brought to the industry.
2024-08-16
29 min
Inside The Stream
Disney’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.
2024-08-09
35 min
Inside The Stream
NBC Impresses with Olympics Clips On Peacock and YouTube
Early 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.
2024-08-02
36 min
Inside The Stream
Will Peacock Turn the Corner? Netflix’s Ads Lag
Peacock 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.
2024-07-26
30 min
Inside The Stream
Exclusive Interview with Antenna Co-Founder-CEO Jonathan Carson
Antenna’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.
2024-07-12
51 min
Inside The Stream
Inside the Stream - Exclusive Interview with Top Wall St. Analyst Michael Nathanson
In this exclusive, must-listen interview, Top Wall Street media analyst Michael Nathanson dives into the major issues driving the TV and streaming industries.
2024-06-28
44 min
Inside The Stream
Antenna Data on the Bundle’s Power, Annual Plans and More
New Antenna data reveals the power of streaming bundles, that annual subscriptions fail to engage, the acceptance of price increases, and ad-tiers’ ascendency.
2024-06-21
32 min
Inside The Stream
Roku-MAGNA Interview on New Home Screen Research
New 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.
2024-06-14
38 min
Inside The Stream
Streaming is tops on VIZIO; Max Rate Rise; Streaming TV is Loved
Inscape 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.
2024-06-07
33 min
Inside The Stream
Box Office Plummets, Ad Experience Matters, Netflix Bundling Angle
The 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.
2024-05-31
28 min
Inside The Stream
Comcast StreamSaver is appealing to the budget-conscious
Comcast’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?
2024-05-24
27 min
Inside The Stream
Netflix is Well-Positioned to Lead in Bundling and CTV Ads
Netflix 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.
2024-05-17
25 min
Inside The Stream
Amazon Cranks Up Ad-Tier Viewers; Disney’s DTC Progress
How 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!
2024-05-10
37 min
Inside The Stream
3 Key Themes from This Week’s NewFronts
This 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.
2024-05-03
36 min
Inside The Stream
Wurl CEO interview on AI’s Role in CTV Ads
Wurl 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.
2024-04-26
33 min
Inside The Stream
NAB 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.
2024-04-19
30 min
Inside The Stream
AI Drives New Value for Cineverse-Gracenote and Others
AI is revolutionizing the value chain of video creation, delivery, and discovery. The Cineverse-Gracenote partnership and other initiatives show how.
2024-04-12
24 min
Inside The Stream
Inside the Stream - TiVo’s Q4 ‘23 VTR: Service declines, Discovery Challenges, more
TiVo’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.
2024-04-05
32 min
Inside The Stream
Disney+/Hulu UX Lags, ESPN and RSNs, NFL Skeptical of Sports JV
Hulu 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.
2024-03-29
29 min
Inside The Stream
New Data Shows Streaming’s Dominance Over Traditional Media
New data from Inscape, Deloitte, and HarrisX show how traditional models like movie-going and pay-TV subscriptions are being supplanted by streaming.
2024-03-22
26 min
Inside The Stream
FAST Euro Limits, TV OS Wars, Broadcaster Super Apps
This 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.
2024-03-15
28 min
Inside The Stream
Fubo’s Spulu Duel, Apple’s $700M Splurge, Max & Disney follow Netflix
Fubo 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.
2024-03-08
26 min
Inside The Stream
CTV Ad PREVIEW: 2024 Reveals Key Market Drivers
The 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.
2024-03-01
27 min
Inside The Stream
RIP 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.
2024-02-23
25 min
Inside The Stream
Walmart-Vizio Deal, Super Bowl Streamers Mystery
Paramount 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.
2024-02-16
22 min
Inside The Stream
Where 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.
2024-02-09
27 min
Inside The Stream
Zone TV’s CEO on Block Deal, FASTs’ future
This 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.
2024-02-02
30 min
Inside The Stream
Paid Sharing, Ads Influence Netflix’s Record Q4
Netflix 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.
2024-01-26
32 min
Inside The Stream
Was 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?
2024-01-19
28 min
Inside The Stream
CES Highlights, NBCU and Disney Step Up in Ads, Netflix Growth
Big 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.
2024-01-12
27 min
Inside The Stream
Streaming TV Predictions for 2024
2024 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.
2024-01-05
28 min
Inside The Stream
The 2023 Top Ten Streaming Video Stories
This 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.
2023-12-22
38 min
Inside The Stream
Surprises revealed by Netflix’s engagement report
Netflix’s inaugural engagement report details what subscribers are watching in unprecedented detail. It also reveals surprising insights into the company’s business.
2023-12-15
24 min
Inside The Stream
SVOD Bundling, Peacock Hits 30M, WBD FASTs, Hulu’s D+ Tile
Competitor SVODs are bundling up to cut churn and boost lifetime value. Peacock reaches 30 million subscribers, while WB Discovery’s FAST strategy raises questions.
2023-12-08
31 min
Inside The Stream
NASCAR’s $8B Rights Deals, D2C vs. Pay-TV, TikTok vs. YouTube
NASCAR 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.
2023-12-01
45 min
Inside The Stream
YouTube TV’s Strong Q3, Sports in Flux
According 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.
2023-11-17
23 min