Inside The Stream

Roku Q3 2022 was good, but Q4 and beyond look gloomy

Roku added 2 million active users in Q3 2022, with ARPU up by 10% versus last year. So, why did the stock price plunge? The outlook for Q4 is gloomy, and competition in key markets is heating up.

Q3 2022 bumpiness for Comcast, YouTube, Disney, and Apple

The third quarter brings record Comcast video sub losses, and a 40% price rise could do the same for Apple TV+. YouTube revenue disappoints, while Disney dreams of Theme Park and Disney+ convergence.

Netflix poised for big 2023 revenue growth

A return to subscriber growth made Netflix executives happy this week. But curbs on password-sharing and ad sales will cheer Wall Street in 2023 and beyond.

Why Samsung and LG license their TV OSs to competitors

Samsung and LG are licensing their smart TV operating systems to competitor TV manufacturers. Why are they doing it, and how will it impact the increasingly crowded TV OS market?

The new Xperi: an interview with Geir Skaaden

The newly independent Xperi is now solely focused on products. We talk with its EVP and Chief Products and Services Officer about the smart TV, automobile, and DTS audio businesses and why independence is the key to future success.

Click on the following title if you want to watch the recording of the webinar Supercharge D2C growth with hybrid monetization webinar.

Decoding the default TV service

We discuss new research with Hub’s Jon Giegengack that shows traditional pay TV continues to lose steam, Netflix still occupies an enviable position, and inflation worries aren’t troubling streaming services.

Cineverse: the alternative to top SVODs

Cinedigm’s just-launched Cineverse aspires to be the alternative to top services like Netflix and Disney+. The company’s EVP and GM explain the technology and business approach to get it there.

You can sign up for the free webinar mentioned in the podcast - Supercharge D2C growth with hybrid monetization - here. 

IBC 2022 highlights: Pirate-against-pirate, FAST linear, metadata

FAST linear, metadata, and search and discovery were three of the major IBC 2022 highlights last weekend. Technology pitting pirates against pirates was a standout innovation.

25M Rings of Power viewers, viewers love FAST!

Amazon’s Rings of Power reached 25 million members in its first day, but does it justify $58 million per episode? Viewers are loving the FASTs, and YouTube, LG, and Samsung are leaning in.

Disney membership, Paramount bundle, Netflix CPMs, Diginets

This week we discuss four stories, including Disney’s rumored membership program, Netflix’s $65 ad CPMs, the Paramount+/Showtime bundle, and Diginet-FAST linear convergence.