Inside The Stream

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?

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.