Inside The Stream
Streaming subscriptions are “ubiquitous,” FASTs headed that way

Streaming subscriptions are “ubiquitous,” FASTs headed that way

May 12, 2022

9-in-10 people subscribe to a streaming service in the US, and half of those have three or more of the top five SVODs. Free ad-supported streaming looks like it will be just as popular.

NewFront surprises and Roku challenges

NewFront surprises and Roku challenges

May 5, 2022

Strong connected TV ad growth set the stage for this week’s NewFronts. Companies talked innovation and originals to woo advertisers. Roku’s presentation sparkled, but the company faces big challenges.

Comcast’s streaming focus, YouTube on TV, and NAB major themes

Comcast’s streaming focus, YouTube on TV, and NAB major themes

April 28, 2022

As Comcast’s cable TV business fades, it focuses on Peacock and the Roku model. YouTube continues its assault on the television screen. And NAB is back with new streaming media themes.

Inside the Stream – Tough choices for an aging Netflix

Inside the Stream – Tough choices for an aging Netflix

April 21, 2022

A tough quarter for Netflix has forced it to take even tougher decisions on the service’s direction. We discuss what impact ads, charging for password sharing, and content spending discipline will have.

Inside the Stream – Interview with Backlight CEO about the company launch

Inside the Stream – Interview with Backlight CEO about the company launch

April 12, 2022

The launch of Backlight brings together five cloud-based media software companies spanning the entire video lifecycle. In this interview, the company CEO explains how he plans to help them all grow.

Philo’s pro-subscriber stance, Nielsen streaming data

Philo’s pro-subscriber stance, Nielsen streaming data

April 7, 2022

We discuss Philo CEO’s pro-subscriber stance on price increases, unbundling, SVOD aggregation, and personalization. And look at Nielsen data packing big surprises for streamers.

CNN+ CTV coverage, Nielsen sale, Apple TV+ Oscar

CNN+ CTV coverage, Nielsen sale, Apple TV+ Oscar

March 31, 2022

CNN+ launched this week, but with weak connected TV coverage. Private investors bought Nielsen on the promise of staying number 1 in admeasurement. And the Oscar goes to Apple TV+, but will it help?

NBCU Shoppable TV and Netflix versus Disney+ on social media

NBCU Shoppable TV and Netflix versus Disney+ on social media

March 24, 2022

Are NBCU Checkout and Shoppable TV a better approach to TV commerce than ‘90s era interactive TV? And will it work on Peacock? New data shows Disney+ is better than Netflix at generating social buzz.

Discovery+ HBO Max integration, Netflix upcharge for out-of-home sharing

Discovery+ HBO Max integration, Netflix upcharge for out-of-home sharing

March 17, 2022

Discovery revealed its three-step program to integrate Discovery+ and HBO Max. Should it stop at step 2? Netflix is trialing an upcharge for out-of-home sharing. Will the approach fly in North America?

Apple TV+ breaks free, gets MLB, and suffers high churn

Apple TV+ breaks free, gets MLB, and suffers high churn

March 10, 2022

Apple continues to tinker with its approach to Apple TV+. It is making the service available to Comcast customers in a novel way, streaming live Friday night baseball games, and dealing with the highest churn of its peers.

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