Inside The Stream

California’s Rob Bonta and 11 other Attorneys General signed a consent decree clearing the way for Paramount Skydance to acquire WBD. Now the hard part starts for David Ellison.

Amazon is making all the right moves in streaming by launching a new SVOD bundle, investing in sports to drive Prime, pushing into video podcasts, short-form, commerce video, and more.

Ampere Analysis’s Rahul Patel joins us exclusively to discuss his new research detailing why launching a free ad-supported tier is a huge untapped opportunity for SVOD providers.

Lots of new streaming dynamics unfolded this summer, including YouTube’s growing dominance and Netflix rivalry, YouTube creators’ box-office smashes, the Paramount-WBD drama, and much more. We dig into all.

Ampere Analysis research reveals the widening price gap between SVOD services’ ad-free and ad-supported tiers. But is there a limit? Meanwhile, more evidence of YouTube’s dominance.

Antenna’s VP, Strategy, shares insights from new research on specialty SVOD services, showing robust growth, strong Amazon Channels dependence, and a couple of breakout successes.

Tubi’s latest engagement metrics and revenue suggest the streamer is firing on all cylinders. Meanwhile, YouTube is further upping its game, with a UI overhaul and new creator minimums.

WBD’s Q2 earnings further illustrate the company’s declining fundamentals, casting more doubt on the Paramount deal closing. Meanwhile, Disney+’s value proposition expands.

What are the risks and opportunities for NBCUniversal in the Peacock-YouTube Premium bundle launching in 2027? And why we believe the Paramount-WBD deal will likely collapse.

The World Cup’s success flowed through to Fox One and Peacock, both of which enjoyed subscriber gains. And YouTube ad revenue surged past $11 billion in Q2, with AI gains kicking in.