Inside The Stream

Dissecting Netflix’s Account Sharing Cap and Limitations of Comcast’s NOW TV

This week we dissect Netflix’s account-sharing cap, which is currently rolling out in the US. We also explain why Comcast’s new NOW TV streaming service has limited appeal.

How Overlapping “Doom Loops” Are Crushing the TV Industry

MoffettNathansen says traditional pay TV is being crushed by overlapping “doom loops.” We look at how sports, news, and entertainment are locked in the loops too.

Q1 ‘23 Review: Who’s Up? Who’s Down? Who’s Pick ‘Em?

Most media and technology companies have now reported Q1 ‘23 results. We dig into who’s up, who’s down, and who’s a pick ‘em, and where they might be headed.

5 Key Takeaways from the 2023 IAB NewFronts

Will attended the 2023 IAB NewFronts; we discussed his five key takeaways (hints: CTV dominates, Full-funnel ahead, FAST concerns, Platform/glass ownership advantages, and Shoutouts.)

YouTube priorities, Pluto TV goes live, AI Drake implications

YouTube has four priorities, with CTV at number two. Pluto TV gets into live streaming, bolstering the Paramount D2C ecosystem. AI Drake has implications throughout the industry.

Netflix Q1 ‘23 suggests ad tier, sharing curbs will boost revenue

Netflix’s Q1 ‘23 results suggest strong future revenue growth from its ad-supported tier and upcoming account-sharing curbs. We share some rough math to illustrate. Listen on to learn more. 

Max or Min? Can Google TV Catch Up to Roku?

Warner Bros. Discovery finally unveiled “Max” this week, which seems more “Min” (as in Minimum) to us. And can Google TV catch up to Roku domestically? 

Will SVOD spending go up, down, or stay the same?

Average U.S. household spending on SVOD has grown strongly for the last decade. But with the industry maturing, will it continue to increase? We discuss eight factors that will influence the answer.

Why Sky’s Sky Glass is the right strategy, but wrong execution

In October 2021, Sky introduced “Sky Glass,” including a Sky-branded smart TV, Sky Stream (a satellite TV via streaming service), and aggregated CTV apps. We discuss why the strategy looks right, but the execution seems wrong.

Diamond Sports goes bust, HBO prices, YouTube multiview, and FASTs!

In this week’s round-the-horn edition, we discuss Diamond Sports’ bankruptcy, why Discovery is giving HBO Max subs more content for the same price, YouTube’s March Madness multiview, and the FAST content arms race.