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Keeping with our annual new year’s tradition, this week Colin and I offer our top predictions for streaming TV in 2024. They cover a wide range of topics including SVOD, CTV ads, TV OS, sports, FASTs, AI, cord-cutting and more. Let us know what you think - agree or disagree with us?
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This week on Inside the Stream we discuss our top 10 streaming video stories of 2023. As longtime listeners know, the top 10 countdown is our tradition for the final podcast of the year.
In 2023, our top picks include the rise of smart TVs, the Actors and Writers strikes, TV OS wars, CTV advertising, traditional TV’s continued fall, Disney acquiring the rest of Hulu, YouTube’s growth, SVODs...
The new Xumo Stream Box from partners Comcast and Charter began rolling out this week. On this week’s Inside the Stream we discuss the new device’s opportunities. Overall it seems like a smart play for the cable TV operators to streamline their device strategy, blending traditional pay-TV with streaming. So within their footprint Xumo Stream Box should find success. However, as we discuss, the...
This week on Inside the Stream we discuss four items that caught our attention. First, according to Tivo’s Video Trends report, the number of TV services used has declined, and the mix has shifted from SVOD to FAST. Next up, in Canada, Disney+ has announced plans to limit password sharing. We also discuss Amazon’s plan to roll out ads in Prime Video in early 2024, and S...
Colin is back from a busy IBC in Amsterdam, and today we discuss a number of generative AI innovations for video that he learned about. These include Newsbridge’s news clip metadata enhancement capability, Backlight’s StoryBot tool to create stories from Wildmoka clips and Katch Data’s ability to customize movie marketing by geographic preferences. All this, and more on this week’s podcast....
Not that long ago, before Netflix became a household name, “premium TV” referred to HBO, Showtime and Starz. They, and their brand extensions, were all subscription-based, advertising-free networks with edgier programming that couldn’t be found elsewhere on the dial. Showtime had plenty of hits over the years, with shows like “Dexter,” “Billions,” “Shameless,” “Weeds” and “Ray Donovan” earning...
There was plenty of news in the TV/streaming industries this earnings week. First up we discuss Comcast raising the idea of spinning off its cable TV networks to shareholders. A move like this has been speculated about for years, as the networks are buffeted by cord-cutting. Comcast also said Peacock gained 3 million subscribers in Q3, benefiting from the Paris Olympics.
Meanwhile Alphabet...
Disney reported a $47 million operating profit in its direct-to-consumer (DTC) segment in its fiscal third quarter 2024. The profit comes one quarter earlier than Disney had forecast. The $47 million profit reverses a $517 million loss in the year ago quarter.
While the optics of the profit are indeed positive, in this week’s podcast Colin and I do a deep dive into the profit’s true quality...