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According to new data from Hub Entertainment Research, Amazon’s Prime Video now has the highest percentage any major SVOD provider taking its ad-supported tier. And it happened by Amazon simply flipping a switch at Prime Video to make ads the default for all subscribers. Perhaps most interesting is that two other major SVOD providers - Netflix and Disney+ used completely different strategies in...
This week we look through all the buzz around the new Disney/Fox/WBD sports JV to understand the service’s opportunity and likely impact on the TV market.
Two key questions we consider: 1) How big is the target market of sports super-fans for the JV who haven’t maintained their pay-TV subscription (since sports has been a firewall to cord-cutting)? And 2) With ESPN’s own direct-to-consumer...
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...
First up this week, YouTube continued its strong ad revenue growth in Q2 2025, with revenue rising 13% to $9.8 billion, ahead of its forecast. There’s plenty of growth still ahead as Shorts gain traction, advertisers tap conversion opportunities and AI permeates both content and monetization.
Meanwhile Samsung signed a number of creators to put original content on its Samsung TV Plus FAST...
This week we discuss new data from Inscape, Deloitte and HarrisX, which all illustrate how streaming is continuing to build its dominance over traditional media. To highlight a few key points:
Inscape found that among its VIZIO panel of users, 55% are streaming-only (i.e. no pay-TV), up from 49% in 2022. Deloitte reported that the average U.S. household is now spending $61 per month on 4...
TiVo released its Q4 Video Trends Report for North America (available here), and on this week’s Inside the Stream we discuss several key takeaways. In particular, viewers are simplifying their video services bundles, with the number dropping again to just under 10. Meanwhile viewers’ average monthly spend dropped to approximately $157, down from $189 just 2 years ago. We also discuss findings...
In August Google announced its new Google TV Streamer device along with feature updates for all Google TV devices. To learn more about all of this, Rob Caruso, who leads product management and user experience for Google TV, joins us for an in-depth Q...
We’re pleased to welcome Antenna’s CEO and co-founder Jonathan Carson back to Inside the Stream for an exclusive interview about the firm’s new State of Subscriptions research focused on specialty SVOD services.
Antenna’s research has become a key source of industry intelligence and we’re excited to share that Jonathan will be a regular quarterly guest on Inside the Stream going forward,...
It’s earnings season, and on this week’s podcast, Colin and I discuss results from Disney, Roku, WB Discovery and Dish. The four companies’ subscriber counts, profitability and shifting business models all provide insights into larger industry trends and challenges.
Listen to the podcast to learn more (37 minutes, 36 seconds)
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Peacock subscribers held steady at 36 million from Q3 to Q4, though up from 31 million a year ago. Importantly Peacock’s quarterly loss declined from $825 million in the year ago quarter to $372 million this quarter. Elsewhere at Comcast, the company lost 139K broadband subscribers in Q4, worse than the 34K loss a year ago.
We also discuss Fox’s increase in Super Bowl ad rates to $8 million...