Inside The Stream

Roku Leads Competitive Market with 100M Households

Thu, 16 Apr 2026 22:00:00 -0700

Roku now reaches 100 million households, but is far from owning the US market. New Hub data shows Roku and Amazon’s growing role in SVOD aggregation and the messy world of over-the-air TV.

Interview: Wurl’s EMEA GM on Sports & FASTs

Thu, 09 Apr 2026 22:00:00 -0700

Wurl’s GM of EMEA, Keith Bradford, joins us this week, explaining why FASTs have a big opportunity in streaming sports and some of the early success stories.

Netflix’s Ad-Free Price Gap Widens as Industry Revenue Grows

Thu, 02 Apr 2026 22:00:00 -0700

Netflix has the largest price gap between ad-free and ad-supported tiers as it also seeks more sports. Ampere forecasts global streaming revenue will exceed $200 billion in 2030.

Deloitte Streaming Data, CTV Commerce, Disney-OpenAI Ends

Thu, 26 Mar 2026 22:00:00 -0700

New Deloitte data highlights the popularity of ad tiers, CTV commerce gets a boost from Walmart and Vizio, the Disney-OpenAI deal is over, and Netflix streams MLB’s opening game.

Ads Accepted, Sports Lead. Creators Match Premium TV

Thu, 19 Mar 2026 22:00:00 -0700

New Hub data show that ad-supported viewing is gaining acceptance, especially among younger viewers, with sports leading the charge. And creators match premium shows on TV. HP launches a FAST for PCs.

YouTube is the Biggest Media Company; Navigating Streaming Sports

Thu, 12 Mar 2026 22:00:00 -0700

YouTube is now the world’s biggest media company, eclipsing Disney, according to MoffettNathanson. And how to solve the problem of navigating streaming sports.

Is HBO Max Combining With Paramount+ the Right Strategy?

Thu, 05 Mar 2026 22:00:00 -0800

Paramount Skydance plans to eventually combine its streaming platforms with WBD’s. Is this the right strategy? Combining CNN and CBS News, and reliance on linear TV, are also challenges.

SVOD is Maturing; WBD-Paramount Deal TV Audience Shares

Thu, 26 Feb 2026 22:00:00 -0800

New Antenna data highlights how SVOD is maturing and how bundling is critical. Nielsen’s data reveal potential TV audience shifts due to the just-announced WBD-Paramount Skydance deal.

Apple Taps Imax for F1, YouTube Expands in the UK, Colbert Streams

Thu, 19 Feb 2026 22:00:00 -0800

Apple expands live US F1 race reach with IMAX. New UK data shows YouTube’s role in TV content discovery as Stephen Colbert taps YouTube, avoiding FCC oversight. And NextGen TV struggles.

YouTube TV’s Skinny Bundles, AMC’s Streaming, Super Bowl Stats

Thu, 12 Feb 2026 22:00:00 -0800

Will YouTube TV’s skinnier programming bundles attract new subscribers? AMC Networks reaches a streaming revenue milestone. And was the Super Bowl a hit for Peacock?

NFL-ESPN, Fubo-Hulu, YouTube Growth, Peacock’s Losses

Thu, 05 Feb 2026 22:00:00 -0800

The NFL is now part owner of ESPN. Fubo and Hulu+Live have combined. YouTube’s 2025 revenue hit $60 billion, with two-thirds coming from ads. And Peacock’s losses jumped up.

[UPDATE: Fubo asked me to correct the net loss numbers I quoted and clarified that ad revenue from Hulu+Live is transferred to Fubo. Here are their numbers:

- Reported Net Loss of $19.1 million, compared to $38.6 million
- Pro Forma Net Loss of $46.4 million, compared to $130.4 million]

Inside the Stream - Netflix Viewing, BBC-YouTube, Sony-TCL, Amazon-NFL

Thu, 22 Jan 2026 22:00:00 -0800

Netflix’s solid 2025 is marred by engagement and WBD questions. The BBC is making YouTube shows, Sony hands its TV business to TCL, and Amazon sets another NFL record.

YouTube Edges BBC, Ad Tier Use Soars, Versant-Peacock

Thu, 15 Jan 2026 22:00:00 -0800

In the UK, one viewing metric has YouTube edging out the BBC. Meanwhile, global ad tier usage continues to grow, driven by Netflix, and Peacock is losing key Versant programming.

Versant’s Opening, TV-AI, NFL Streaming, Disney-Hulu

Thu, 08 Jan 2026 22:00:00 -0800

Welcome to 2026. Versant, the Comcast spinoff, has seen its value plummet. TV OEMs are pursuing AI. NFL games set a streaming record in 2025, and Hulu is being sunsetted.

YouTube-Oscars, Movies Anywhere, Netflix podcasts

Fri, 19 Dec 2025 04:00:00 -0800

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.

Disney’s Bold OpenAI Bet and the WBD Battle Rages

Thu, 11 Dec 2025 22:01:00 -0800

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?

MS NOW Expands Streaming; Amazon’s Engagement; Microdramas

Thu, 04 Dec 2025 22:00:00 -0800

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.

Canela Media Taps AI for Content and Monetization

Thu, 20 Nov 2025 22:00:00 -0800

Canela Media’s global president, Phillipe Guelton, describes how the company is tapping AI for content creation, user experience, and monetization.

Interview: Execs Discuss Field & Stream TV FAST Launch

Sun, 16 Nov 2025 22:00:00 -0800

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.

Fubo’s Growth, Netflix’s New MAVs Metric, Streamers’ Frustrations

Fri, 07 Nov 2025 03:00:00 -0800

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.

Tubi Profitable, YouTube Growth, Peacock in Neutral

Fri, 31 Oct 2025 04:50:00 -0700

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.

Netflix’s Ad Revenue to Double; Can Peacock Fly with the NBA?

Fri, 24 Oct 2025 04:50:00 -0700

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?

Antenna’s Subscriber Views Exposes Programming’s True Value

Fri, 17 Oct 2025 04:50:00 -0700

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.

Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN

Fri, 10 Oct 2025 04:50:00 -0700

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.

FAST Viewership Increases, But Monetization Challenges Remain

Thu, 02 Oct 2025 22:00:00 -0700

New data from Wurl reveals renewed growth in viewership for FAST channels. But monetization challenges remain, particularly for those outside the top tier.

Disney Raises Prices Again, Risking Subscriber Retention Rates

Fri, 26 Sep 2025 04:50:00 -0700

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?

ESPN’s Launch, YouTube’s $100 Billion Payout, Amazon Innovate

Thu, 18 Sep 2025 22:00:00 -0700

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.

Inside the Stream - YouTube Scores With NFL, Vimeo Sale, MTV Rebound and More

Thu, 11 Sep 2025 22:00:00 -0700

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?

The Trade Desk’s SVP of Ventura TV OS Interview Debrief

Thu, 04 Sep 2025 22:00:00 -0700

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.

Interview with The Trade Desk’s SVP of Ventura TV OS

Thu, 21 Aug 2025 22:00:00 -0700

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.

Paramount Scores UFC, ESPN-Fox One Bundle, Micro Dramas

Thu, 14 Aug 2025 22:00:00 -0700

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?

Can the NFL and Hulu Deliver Disney D2C Expansion?

Thu, 07 Aug 2025 22:00:00 -0700

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?

YouTube’s Dominance; FAST’s Dilemma, HGTV and Peacock Challenges

Thu, 31 Jul 2025 22:00:00 -0700

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.

Comcast’s Belated Streaming App Store; Bezos and CNBC?

Thu, 24 Jul 2025 22:00:00 -0700

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.

Are TV OS Providers Monetizing Viewers Too Aggressively?

Thu, 17 Jul 2025 22:00:00 -0700

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?

A+E For Sale, Netflix Still #1, HBO Max is Back and Apple-F1

Thu, 10 Jul 2025 22:00:00 -0700

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.

Interview: Roku-Amazon Deal Drives CTV’s Full Funnel Future

Thu, 26 Jun 2025 22:00:00 -0700

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.

Streaming Beats Traditional TV With Tubi’s Help

Thu, 19 Jun 2025 22:00:00 -0700

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.

Dissecting Warner Bros. Discovery’s Split

Thu, 12 Jun 2025 22:00:00 -0700

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.

YouTube’s Move to the Big Screen, Ad Attention Metrics and More

Thu, 05 Jun 2025 22:00:00 -0700

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.

Nielsen & Gracenote SVOD data, YouTube Extends TV Lead

Thu, 29 May 2025 22:00:00 -0700

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.

Antenna CEO: SVOD Ad Plans Lead, Debunking Viewer Myths

Thu, 22 May 2025 22:00:00 -0700

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.

ESPN’s DTC Pricing, HBO Max Redux, NewFronts

Thu, 15 May 2025 22:00:00 -0700

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.

Disney’s 2025 DTC profit goal; ESPN DTC price, bundles

Thu, 08 May 2025 22:00:00 -0700

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.

TiVo Report Shows Simpler Video Bundles, Spending Down

Thu, 01 May 2025 22:00:00 -0700

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.

Inside the Stream - Vevo’s EVP Explains Multiplatform Success

Thu, 24 Apr 2025 22:00:00 -0700

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.

How the TV OS Influences Viewers’ Choices

Thu, 17 Apr 2025 22:00:00 -0700

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.

NAB 2025: Live Global Distribution, AI, Audio Innovation

Thu, 10 Apr 2025 22:00:00 -0700

We discuss NAB Show 2025 highlights, including breakthroughs in global distribution for live programming, AI-powered interfaces, and built-in dialog enhancements for TVs.

Antenna’s CEO on SVOD re-subscribers, churn, bundles, more

Thu, 03 Apr 2025 22:00:00 -0700

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.

Social’s role in TV discovery, churn, SVOD pricing

Thu, 27 Mar 2025 22:00:00 -0700

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.

Sports Streaming Gains Further Momentum

Thu, 20 Mar 2025 22:00:00 -0700

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.

Gen AI adoption and Euro CTV challenges

Thu, 13 Mar 2025 22:00:00 -0700

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.

Inside the Stream - Top Takeaways from CTV x AI Conference

Thu, 06 Mar 2025 22:00:00 -0800

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.

The Challenges and Possibilities for AI in CTV

Thu, 27 Feb 2025 22:00:00 -0800

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.

Interview: The Revry-The Trade Desk dispute

Thu, 20 Feb 2025 22:00:00 -0800

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.

Inside the Stream – The streaming Super Bowl

Thu, 13 Feb 2025 22:00:00 -0800

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.

Disney Defies Gravity, YouTube Ads Are Strong

Thu, 06 Feb 2025 22:00:00 -0800

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.

Peacock Steady, Super Bowl Ads Soar, New Streaming Insights

Thu, 30 Jan 2025 22:00:00 -0800

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

Netflix's Big Q4: Ads, Gaming, and a Hard-to-Track Future

Thu, 23 Jan 2025 22:00:00 -0800

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.

Tubi’s UHD Super Bowl, Prime’s NFL Ratings Peak, and More

Thu, 16 Jan 2025 22:00:00 -0800

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.

Making Sense of the Disney-Fubo Deal

Thu, 09 Jan 2025 22:00:00 -0800

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.

PBS’s Digital Head Explains Importance of Amazon Deal

Thu, 02 Jan 2025 22:00:00 -0800

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.

Antenna’s CEO Shares Top Streaming Insights from 2024

Thu, 19 Dec 2024 22:00:00 -0800

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.

Starz’s Streaming Strategy

Thu, 12 Dec 2024 22:00:00 -0800

Starz’s CEO outlined the company’s streaming strategy, which includes partnering with SVOD aggregators, retaining originals, and avoiding annual rate bumps.

Lots of Opportunities Ahead for Walmart-VIZIO

Thu, 05 Dec 2024 22:00:00 -0800

Walmart closed its $2.3 billion acquisition of VIZIO, creating many opportunities to extend WatchFree+ and drive new ad revenue and one-click buying.

Comcast’s SpinCo Signals More Cable Network Consolidation

Thu, 21 Nov 2024 22:00:00 -0800

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.

Disney’s AVOD Subscriber Surge, Prime Video’s Title Tonnage

Thu, 14 Nov 2024 22:00:00 -0800

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.

Streaming Sports Viewers Surge Past Pay-TV

Thu, 07 Nov 2024 22:00:00 -0800

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!

Comcast’s Cable Networks Spinoff, YouTube’s $50 Billion Revenue

Thu, 31 Oct 2024 22:00:00 -0700

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.

Disney Drops Apple's App Store, CTV Ad Standards, and More

Thu, 24 Oct 2024 22:00:00 -0700

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.

Amazon Rules Streaming Video Distribution, Comcast is Indifferent

Thu, 17 Oct 2024 22:00:00 -0700

Bloomberg Screentime interviews highlighted Amazon's dominance in streaming distribution, while Comcast seemed indifferent to cable TV despite NBCU's reliance on it.

Can Google TV’s New Features Increase Its Market Share?

Thu, 10 Oct 2024 22:00:00 -0700

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?

Antenna’s CEO Dives into New Research on Specialty SVOD

Thu, 03 Oct 2024 22:00:00 -0700

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.

New Google & Roku Streamers, Disney Paid Sharing, FAST Metrics, Netflix Sports

Thu, 26 Sep 2024 22:00:00 -0700

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.

YouTube Revamps CTV App and Enhances AI Features

Thu, 19 Sep 2024 22:00:00 -0700

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.

IAB’s CTV Ad Outlook; Movie Headwinds, Charter-AMC+; and more

Thu, 12 Sep 2024 22:00:00 -0700

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.

Inside the Stream – Disney-DirecTV Dispute Highlights Reduced Customer Focus

Thu, 05 Sep 2024 22:00:00 -0700

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.

Inside the Stream - Can Venu’s Owners Escape Their Gilded Cage?

Thu, 22 Aug 2024 22:00:00 -0700

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?

Exploring Linear TV Networks Collapsing Value

Thu, 15 Aug 2024 22:00:00 -0700

Multibillion-dollar write-downs on Warner Bros. Discovery and Paramount linear TV networks underscore the seismic changes streaming has brought to the industry.

Disney’s First DTC Profit - What Is Its True Quality and Sustainability?

Thu, 08 Aug 2024 22:00:00 -0700

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.

NBC Impresses with Olympics Clips On Peacock and YouTube

Thu, 01 Aug 2024 22:00:00 -0700

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.

Will Peacock Turn the Corner? Netflix’s Ads Lag

Thu, 25 Jul 2024 22:00:00 -0700

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.

Exclusive Interview with Antenna Co-Founder-CEO Jonathan Carson

Thu, 11 Jul 2024 22:00:00 -0700

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.

Inside the Stream - Exclusive Interview with Top Wall St. Analyst Michael Nathanson

Thu, 27 Jun 2024 22:00:00 -0700

In this exclusive, must-listen interview, Top Wall Street media analyst Michael Nathanson dives into the major issues driving the TV and streaming industries.

Antenna Data on the Bundle’s Power, Annual Plans and More

Thu, 20 Jun 2024 22:00:00 -0700

New Antenna data reveals the power of streaming bundles, that annual subscriptions fail to engage, the acceptance of price increases, and ad-tiers’ ascendency.

Roku-MAGNA Interview on New Home Screen Research

Thu, 13 Jun 2024 22:00:00 -0700

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.

Streaming is tops on VIZIO; Max Rate Rise; Streaming TV is Loved

Thu, 06 Jun 2024 22:00:00 -0700

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.

Box Office Plummets, Ad Experience Matters, Netflix Bundling Angle

Thu, 30 May 2024 22:00:00 -0700

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.

Comcast StreamSaver is appealing to the budget-conscious

Thu, 23 May 2024 22:00:00 -0700

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?

Netflix is Well-Positioned to Lead in Bundling and CTV Ads

Thu, 16 May 2024 22:00:00 -0700

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.

Amazon Cranks Up Ad-Tier Viewers; Disney’s DTC Progress

Thu, 09 May 2024 22:00:00 -0700

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!

3 Key Themes from This Week’s NewFronts

Thu, 02 May 2024 22:00:00 -0700

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.

Wurl CEO interview on AI’s Role in CTV Ads

Thu, 25 Apr 2024 22:00:00 -0700

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.

NAB 2024 delivers AI, blockchain, low-tech solutions!

Thu, 18 Apr 2024 22:00:00 -0700

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.

AI Drives New Value for Cineverse-Gracenote and Others

Thu, 11 Apr 2024 20:00:00 -0700

AI is revolutionizing the value chain of video creation, delivery, and discovery. The Cineverse-Gracenote partnership and other initiatives show how.

Inside the Stream - TiVo’s Q4 ‘23 VTR: Service declines, Discovery Challenges, more

Thu, 04 Apr 2024 20:00:00 -0700

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.

Disney+/Hulu UX Lags, ESPN and RSNs, NFL Skeptical of Sports JV

Thu, 28 Mar 2024 22:00:00 -0700

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.

New Data Shows Streaming’s Dominance Over Traditional Media

Thu, 21 Mar 2024 20:00:00 -0700

New data from Inscape, Deloitte, and HarrisX show how traditional models like movie-going and pay-TV subscriptions are being supplanted by streaming.

FAST Euro Limits, TV OS Wars, Broadcaster Super Apps

Thu, 14 Mar 2024 20:00:00 -0700

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.

Fubo’s Spulu Duel, Apple’s $700M Splurge, Max & Disney follow Netflix

Thu, 07 Mar 2024 22:00:00 -0800

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.