August, 2025

August, 2025

Canadians Face Higher Fraud Risk with Cash, Despite Its Perceived Safety : Research
A recent study by Payments Canada has revealed a surprising twist in the ecosystem of payment security: Canadians are nearly three times more likely to encounter fraud when using cash compared to cred...

Q2 2025 AI Venture Capital Ecosystem Saw Surge in Mega Deals : Research
The venture capital ecosystem for artificial intelligence continues to evolve rapidly, as highlighted in PitchBook’s Q2 2025 AI VC trends update. This report underscores AI’s pivotal role in drivi...

Digital Assets Exchanges Are Pursuing IPOs Due to Favorable Regulatory Environment : Analysis
Coin Metrics noted that the crypto industry is witnessing a pivotal moment as centralized exchanges like Kraken, Gemini, and Bullish gear up for initial public offerings (IPOs) in a shifting regulator...

Inside the Stream: Disney’s 2025 Profit Goal; ESPN DTC Price, Bundles
Disney reported its fiscal second quarter results this week, showing continued direct-to-consumer profitability, as well as modest subscriber gains for both Disney+ and Hulu. Given last year’s sec...

Inside the Stream: Netflix is Well-Positioned to Lead in Bundling and CTV Ads
[UPDATED] Netflix revealed at its Upfront this week that it now has 40 million monthly active users on its lower-priced ad-supported tier. It’s not clear how monthly active users and subscriber...

Inside the Stream: Walmart-VIZIO Deal; Super Bowl Streamers Mystery
Earlier this week the WSJ reported that Walmart is seeking to acquire VIZIO for over $2 billion. Colin and I discuss the likely strategic rationale behind the deal. We both like the benefits to both...

Inside the Stream: YouTube TV’s Strong Q3, Sports in Flux
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...

Inside the Stream: Linear TV and Pay-TV Decline; Subtitles; Roku Adds Local TV News
First up on Inside the Stream this week Colin and I discuss the latest data from Nielsen’s The Gauge report. While it said that “linear TV” viewing fell below 50% for the first time, we explai...

Inside the Stream: How Overlapping “Doom Loops” are Crushing the TV Industry
In this week’s podcast we discuss the overlapping “doom loops” that are crushing the TV industry. These were first articulated by MoffettNathanson, and built upon by Colin. The doom loops incl...

Ethereum Breaks ATH in Japan and Korea in Local Currencies
Ethereum reached new local all-time highs in both Japan and South Korea on Sunday. The reason is likely to be the rising domestic demand rather than currency effects. By Monday morning, ETH is trad...

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B&T Television

August