Inside The Stream

Inside the Stream – The 2022 top ten streaming video stories

In 2022, we saw the shortest-lived SVOD ever, Thursday Night Football moved to streaming, SVODs became HVODs, and a streaming linear service reached $1B. Here are the 2022 top ten streaming video stories.

Inside the Stream – World Cup 4K, Netflix ads, HBO’s Westworld, holiday FASTs

World Cup streaming delivers, but where’s the 4K wow? Netflix offers advertisers refunds for viewership shortfalls. What’s the new home for HBO Max’s Westworld? And music and holiday channels abound in FASTs.

Inside the Stream – WB Discovery’s 2023 strategy emerges

Amazon Channels, a new entertainment brand, and churn reduction are key parts of Warner Bros. Discovery’s 2023 strategy. Will it help dig out from under the massive debt the company carries?

Inside the Stream – AMC typifies challenges facing TV programmers

AMC’s CEO has departed, and employees face large-scale layoffs. The company’s chairman says the disarray in the streaming market is to blame. Other programmers are feeling the pinch too.

CTV Ad Brand Suitability Summit highlights

Participants at the CTV Ad Brand Suitability Summit this week were bullish on the future of connected TV. But they also see challenges with ad transparency, frequency management, and measurement.

Can Disney’s D2C business be profitable in 2024?

Disney’s direct-to-consumer business lost $4 billion in the last year, with Disney+ likely shouldering much of the responsibility. The company says it will make the business profitable in 2024. Can it get there?

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?