Inside The Stream

Inside the Stream – SVOD moves to multiple monetization models

SVOD providers have begun to realize subscriptions alone are not enough. Services like CuriosityStream, Netflix, and Disney+ are looking to AVOD and FAST linear to boost revenue.

Streaming subscriptions are “ubiquitous,” FASTs headed that way

9-in-10 people subscribe to a streaming service in the US, and half of those have three or more of the top five SVODs. Free ad-supported streaming looks like it will be just as popular.

NewFront surprises and Roku challenges

Strong connected TV ad growth set the stage for this week’s NewFronts. Companies talked innovation and originals to woo advertisers. Roku’s presentation sparkled, but the company faces big challenges.

Comcast’s streaming focus, YouTube on TV, and NAB major themes

As Comcast’s cable TV business fades, it focuses on Peacock and the Roku model. YouTube continues its assault on the television screen. And NAB is back with new streaming media themes.

Inside the Stream – Tough choices for an aging Netflix

A tough quarter for Netflix has forced it to take even tougher decisions on the service’s direction. We discuss what impact ads, charging for password sharing, and content spending discipline will have.

Inside the Stream – Interview with Backlight CEO about the company launch

The launch of Backlight brings together five cloud-based media software companies spanning the entire video lifecycle. In this interview, the company CEO explains how he plans to help them all grow.

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?