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LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the growth of Hulu + Live TV and Fubo, with all traditional providers losing subscribers in Q3.
On this week’s podcast we discuss what’s behind YouTube TV’s growth, and also how sports TV continues to be...
The NFL-ESPN deal has closed with the league taking a 10% ownership stake in the sports cable network, in exchange for handing over NFL Network, NFL RedZone and fantasy assets. Meanwhile the NFL is looking to renegotiate it existing media deals. We discuss the implications.
Meanwhile Fubo and Hulu+Live have joined forces, though we’re not sure about the specifics. YouTube’s total revenue...
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...
Disney released a flurry of announcements this week - deeper integration of Hulu and Disney+, international brand transition from Star to Hulu, ESPN acquiring NFL Network and Red Zone, NFL investing billions in ESPN, and ESPN acquiring rights to stream major WWE events.
We break it all down and handicap what it likely means to Disney’s future success. One thing that’s for certain: starting...
eMarketer’s latest data reveals that in 2024, 20 million more viewers will consume live sports on streaming than on pay-TV. With a number of marquee games shifting to streaming ahead (notably NBA to Amazon and Peacock), streaming is poised for more gains. eMarketer forecasts that in 2027 over 127 million viewers will consume live sports on streaming vs. just 75 million for pay-TV.
As we...
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...