Inside The Stream

Vionlabs Founder on AI-Enhanced Video Performance

Vionlabs’ Founder Arash Pendari explains how AI-enhanced metadata boosts the value of video assets, fits into business workflows, and improves viewer engagement.

YouTubers’ Box Office Takeover, TV OS, NFL

Two horror movies from YouTubers are beating out Disney at the box office. TV OS’s are gaining importance. And Congress is scrutinizing the NFL’s media rights deals.

Netflix Podcasts, YouTube AI, Roku Home Screen

Netflix has added another big podcast to its roster, YouTube enhances AI disclosures, Roku revamps its home screen, Xfinity offers YouTube TV, and the FCC faces challenges with vMVPDs and NextGenTV. 

You can find a transcript of this podcast here.

Advertising’s Growing Importance for Streaming

New research from Omdia, Hub, and Antenna underscores the growing importance of advertising in streaming, across FASTs and premium SVOD.

Disney+ Will Have a Central Role For Disney Fans

New Disney CEO D’Amaro intends to turn Disney+ into a central hub for Disney fans to engage with all the company’s content and experiences, complete with interactivity. ParamountSkydance has a far less expansive view of Paramount+.

YouTube’s Record Q1, Roku’s Howdy Hits 1M Subs

YouTube’s Q1 ad revenue approached $10 billion, up 11%, with subscriptions also growing strongly. And Howdy hit 1 million subscribers, as Roku flexes its distribution muscles.

Netflix Chugs Along, Growing Opportunistically

Netflix reported more steady growth in Q1 as it transitions to maturity. But from advertising to gaming, and live sports to video podcasts, Netflix is staying opportunistic.

Roku Leads Competitive Market with 100M Households

Roku now reaches 100 million households, but is far from owning the US market. New Hub data shows Roku and Amazon’s growing role in SVOD aggregation and the messy world of over-the-air TV.

Interview: Wurl’s EMEA GM on Sports & FASTs

Wurl’s GM of EMEA, Keith Bedford, joins us this week, explaining why FASTs have a big opportunity in streaming sports and some of the early success stories.

Netflix’s Ad-Free Price Gap Widens as Industry Revenue Grows

Netflix has the largest price gap between ad-free and ad-supported tiers as it also seeks more sports. Ampere forecasts global streaming revenue will exceed $200 billion in 2030.