Inside The Stream

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.

On its Q2 earnings call, Netflix management tamped down recent engagement concerns and also addressed revenue growth, programming strategy, distribution, AI’s role, and more.

Amid viewership challenges, Netflix continues to diversify into creator content, video podcasts, and more. Is Netflix trying to YouTube-ify itself, and if so, will it work?

Comcast’s decision to split off NBCU highlights the company’s many strategic missteps with streaming video.

In a surprise move, Fox is acquiring Roku for $22 billion. Is it a good deal, bad deal, or something in between? We discuss from all angles.

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

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 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.

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

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+.