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YouTube will begin streaming the Oscars globally in 2029 per a new deal with the Academy of Motion Picture Arts and Sciences. As Colin and I discuss, it’s another indicator that streaming platforms’ financial clout and distribution reach have become critical differentiators for marquee events.
Next we discuss Netflix’s further push into video podcasts following announcements with...
In a bold move, Disney has licensed 200 of its characters for use in OpenAI’s Sora. In today’s podcast we discuss the benefits and risks of the deal, which opens a new chapter of collaboration between rights holders and AI platforms. We like Disney’s openness to user-generated content to better compete with YouTube, but are cautious about the effectiveness of the proposed guardrails in...
This week on Inside the Stream, we start with MS NOW’s plan to evolve into a streaming and community hub for progressive activism. Given cord-cutting and the decline of linear TV news consumption by younger viewers, we see it as a positive move. Next, we discuss why data indicates engagement with Prime Video is far lower than other streaming services. Finally, microdramas continue their growth...
This week on Inside the Stream, Canela Media’s global president Philippe Guelton joins us to talk about how the company is tapping AI for content and character creation, user experience and monetization. Canela Media target the U.S. Hispanic market with culturally relevant content. As Philippe describes, a key initiative is Club Canela, a loyalty program which features an AI-generated virtual...
This week on Inside the Stream we interview Doug McNamee, President of Field...
Fubo’s deal with Disney has closed and during this week’s earnings call Fubo outlined the path forward. We discuss the four areas of benefit which were identified and what the future might look like.
Then we explore Netflix’s new Monthly Active Viewers metric, which is defined as those who watched at least one minute of ads on Netflix per month, multiplied by Netflix’s estimated average...
First up this week, Fox reported that Tubi turned profitable for the first time this past quarter, with revenue up 27% and view time up 18%. Tubi has been a major ad-supported streaming success story.
Speaking of success stories, next we discuss YouTube, which keeps growing. Alphabet reported that YouTube’s ad revenue in Q3 was $10.3 billion, up 15% vs. the prior year. Shorts is a...
Netflix reported Q3 ’25 results this week and said it expects advertising revenue to more than double in 2025 vs. 2024. As Colin and I discuss, it wasn’t that long ago that Netflix rejected the idea of offering an ad-supported tier at all; now that tier is driving significant growth for the company.
Meanwhile, with the NBA season underway, games on NBC and Peacock are being broadcast and...
Antenna’s CEO Jonathan Carson joins us this week to explain his firm’s new product, Subscriber Views, which reveals programming’s true value for streaming services. Subscriber views marries licensed ACR data with Antenna’s own streaming subscriber data to derive viewers’ behavior around specific pieces of content. Subscriber Views then creates metrics for programming’s value in driving...
Netflix is getting closer to achieving parity revenue on subscribers to its ad-supported tier compared to subscribers to its ad-free. Colin shares his detailed analysis outlining the numbers. Then we discuss updates in the TV OS world including The Trade Desk inking a deal to bring Ventura OS to DIRECTV and Amazon launching Vega OS, which will replace Android on its Fire TVs. Last we explore...