Inside The Stream

Four topics this week: IAB raised its 2024 CTV outlook, movies continue hitting headwinds, the impact of the Charter-AMC+ deal, and Amazon jumps into NextGen TV.

Disney blacked out all its networks on DirecTV as part of a carriage dispute. The standoff seems to be part of a pattern of inconsistent and reduced customer focus at the company.

Disney, Fox, and WBD’s roles in the multi-channel bundle are a “gilded cage” that contributed to a judge issuing a preliminary injunction barring Venu Sports’ launch. What’s next?

Multibillion-dollar write-downs on Warner Bros. Discovery and Paramount linear TV networks underscore the seismic changes streaming has brought to the industry.

Disney reported its fiscal Q3 ‘24 results, including its first-ever profit in its DTC segment. But we’re skeptical of the true quality and sustainability of the profit.

Early returns show Olympics viewership is up 75% from 2021. NBCU’s streaming coverage is solid, especially its management of highlight clips on Peacock and YouTube.

Peacock reduced its Q2 ‘24 loss by half but lost a million subscribers. The Olympics looks like a pivotal moment for the service and its sports agenda. Meanwhile, Netflix’s ads lag.

Antenna’s research is a must-read for streaming industry executives. Jonathan Carson, Antenna’s Co-Founder and CEO, joins us for an exclusive deep-dive into its latest report.

In this exclusive, must-listen interview, Top Wall Street media analyst Michael Nathanson dives into the major issues driving the TV and streaming industries.

New Antenna data reveals the power of streaming bundles, that annual subscriptions fail to engage, the acceptance of price increases, and ad-tiers’ ascendency.