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Inside the Stream: YouTube Edges BBC, Ad Tier Use Soars, Versant-Peacock
The YouTube colossus rumbles on as new data shows YouTube with 51 million viewers in the UK in Q4 ’25, just edging out the BBC with 50.8 million viewers. The caveat is that this is for three minut...

Inside the Stream: Netflix’s Record Q4 Boosted by Paid Sharing and Ads
Netflix added 13.1 million global subscribers in Q4 ’23, its best fourth quarter ever. As we discuss, the company is capitalizing on the introduction of paid sharing and a lower priced ad-supporte...

Inside the Stream: Xumo Stream Box is Good For Cable But Limited Elsewhere
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 p...

Inside the Stream: Antenna’s Subscriber Views Exposes Programming’s True Value
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 li...

Inside the Stream: How the TV OS Influences Viewers’ Choices
This week we focus on the role of TV operating systems in influencing viewers’ programming choices. Recently Hub Entertainment Research provided insights on OS market share of various streaming me...

Inside the Stream: Social’s Role in TV Discovery, Churn, SVOD Pricing
Deloitte released its 2025 Digital Media Trends report this week. On the podcast Colin and I discuss our key takeaways related to social’s role in how consumers discover TV programs, sensitivity t...

Inside the Stream: Tubi’s UHD Super Bowl, Prime’s NFL Ratings Peak and More
First up this week we discuss Tubi’s plan to stream the Super Bowl in UHD, a bold move by Fox’s free ad-supported TV service. As we discuss, it’s further evidence of how premium streaming spor...

Inside the Stream: NAB 2024 Showcases AI, Blockchain and More
Colin was at NABShow for a couple days and on this week’s Inside the Stream we discuss some of his top takeaways. No surprise AI was everywhere at NAB, as was blockchain. We discuss companies incl...

Inside the Stream: Versant’s Opening, TV-AI, NFL Streaming and Disney-Hulu
In our first podcast of 2026 we discuss Comcast’s spinoff of Versant, which was finalized earlier this week. So far Wall Street has been cool to the stock, indicating further concern about cable n...

Inside the Stream: Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN
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 w...