Inside The Stream

[C&W] The NFL on TV in 2033

The NFL claims its new TV license deals through 2033 bring the game unprecedented stability. But there is nothing stable about the TV market, and even the game may be forced to adapt in the next ten years.

This podcast was produced in our old format. 

 

[C&W] Connected TV device sales and influence on our viewing

In Q4 2020, Amazon’s Fire TV was king of all connected TV device sales. How does archrival Roku fare? And we review three ways a CTV platform influences what we watch and why we may not even notice.

This podcast was produced in our old format. 

[C&W] Vizio’s move to ads and Discovery+’s fast start

Vizio wants to follow Roku's model and become an advertising-driven business. What must it do to get there? Discovery+ dominated new subscriber gains in January. Can it keep up the growth?

 

This podcast was produced in our old format. 

[C&W] The chance for Paramount+ anchor tenancy, Netflix downloads

ViacomCBS is throwing everything into Paramount+, but will it be enough to make it a must-have service for most viewers? Should you enable Netflix’s new Downloads for You feature?

This podcast was produced in our old format.

[C&W] The Roku Channel’s impact on Roku’s $1.7B business

The Roku Channel played a huge role in driving the company's 2020 revenue to $1.7 billion. But could be in danger of upsetting other AVOD services, like Peacock. And the grid guide makes a comeback in streaming.

This podcast was produced in our old format. 

[C&W] Why Hulu Live subs fell, the streaming Super Bowl

Disney turned in a great quarter of streaming service growth, though Hulu Live was suffering from a price increase hangover. The streaming Super Bowl did well, showing strong growth even as TV viewers declined.

 

This podcast was produced in our old format. 

[C&W] YouTube’s $20B ad revenue coup, Crunchyroll’s 25% sub growth

Since 2018, ad revenue at YouTube has grown 77%. What's more, the pandemic is responsible for only a part of it. Crunchyroll grew subs 25% in six months, spurred on by lockdown viewers. But it has recruited Idris Elba to keep growth going.

 

This podcast was produced in our old format.

[C&W] Comcast cable TV decline, peacock growth

Comcast cable TV 2020 losses increased to 1.3M, twice the 2019 figure. Peacock, on the other hand, gained 7M in the last seven weeks. Both trends look set to continue.

 

This podcast was produced in our old format.

[C&W] The ad spending gap and Netflix 2020 results

Almost a third of TV viewers can only be reached by streaming, yet 90% of TV ad revenue still goes to traditional linear TV. Netflix had a banner 2020, but signs are it has a value problem in Latin America.

 

This podcast was produced in our old format.

[C&W] Streaming movie wars, AT&T TV Now demise

In 2020, Disney+ was tops for original streamed movies. This year, Netflix and HBO Max are coming for Disney’s movie crown. AT&T throws in the towel on vMVPDs, but it could have been so different.

 

This podcast was produced in our old format.