Inside The Stream

Philo’s pro-subscriber stance, Nielsen streaming data

We discuss Philo CEO’s pro-subscriber stance on price increases, unbundling, SVOD aggregation, and personalization. And look at Nielsen data packing big surprises for streamers.

CNN+ CTV coverage, Nielsen sale, Apple TV+ Oscar

CNN+ launched this week, but with weak connected TV coverage. Private investors bought Nielsen on the promise of staying number 1 in admeasurement. And the Oscar goes to Apple TV+, but will it help?

NBCU Shoppable TV and Netflix versus Disney+ on social media

Are NBCU Checkout and Shoppable TV a better approach to TV commerce than ‘90s era interactive TV? And will it work on Peacock? New data shows Disney+ is better than Netflix at generating social buzz.

Discovery+ HBO Max integration, Netflix upcharge for out-of-home sharing

Discovery revealed its three-step program to integrate Discovery+ and HBO Max. Should it stop at step 2? Netflix is trialing an upcharge for out-of-home sharing. Will the approach fly in North America?

Apple TV+ breaks free, gets MLB, and suffers high churn

Apple continues to tinker with its approach to Apple TV+. It is making the service available to Comcast customers in a novel way, streaming live Friday night baseball games, and dealing with the highest churn of its peers.

vMVPD super-streamers, SVOD 2X growth, new ad measurement currencies

New data shows global SVOD subscribers will more than double by 2027, that vMVPD customers are super-streamers, and new measurement deals show progress toward multiple ad data currencies.

Streaming Super Bowl Scores Again; Paramount+ grows in Q4

The streaming Super Bowl scored again this year, delivering a positive experience to a growing connected TV and mobile audience. And Paramount+ continued its strong growth adding 7.3M subscribers in Q4.

Disney+ restarts growth as bundling helps drive gains

Disney+ added nearly 12 million subscribers in the recent holiday quarter, an encouraging sign that the Disney+, Hulu, and ESPN+ bundle is well accepted. But bundling also brings with it challenges in counting subscribers.

YouTube growth continues, Roku rules CTV engagement

YouTube continues to rule the AVOD world, posting revenue of $29 billion in 2021. And Roku continues to dominate US connected TV, driving more streaming minutes than its top-four rivals combined.

Three key takeaways from the Connected TV Preview: 2022 conference

At the Connected TV Advertising Preview: 2022 conference three key themes emerged: growth, new engagement strategies, and consensus on market challenges.