Inside The Stream

Lots of Opportunities Ahead for Walmart-VIZIO

Walmart closed its $2.3 billion acquisition of VIZIO, creating many opportunities to extend WatchFree+ and drive new ad revenue and one-click buying.

Comcast’s SpinCo Signals More Cable Network Consolidation

Comcast’s decision to spin out all of its cable networks except Bravo into an independent company is a signal of more cable network consolidation to come.

Disney’s AVOD Subscriber Surge, Prime Video’s Title Tonnage

Disney CEO’s slip reveals AVOD’s dominance in subscriber gains, and a Netflix announcement confirms the trend. New data shows Prime Video’s content inefficiency.

Streaming Sports Viewers Surge Past Pay-TV

eMarketer says that 20 million more viewers will consume live sports on streaming than on pay-TV this year, with the gap more than doubling by 2027. Listen on for the implications!

Comcast’s Cable Networks Spinoff, YouTube’s $50 Billion Revenue

This week, two big indicators of significant change in the TV/video industries: Comcast may spin off its cable TV networks, and YouTube hit a $50 billion revenue run rate.

Disney Drops Apple's App Store, CTV Ad Standards, and More

Disney+ and Hulu dropped Apple’s App Store, IAB Tech Lab is driving new CTV ad standards, Fubo is offering premium sports services, and streamers are partnering with grocers.

Amazon Rules Streaming Video Distribution, Comcast is Indifferent

Bloomberg Screentime interviews highlighted Amazon's dominance in streaming distribution, while Comcast seemed indifferent to cable TV despite NBCU's reliance on it.

Can Google TV’s New Features Increase Its Market Share?

Google’s Rob Caruso joins us to discuss key new features in Google TV and the new Streamer device. Can smart home and photo integration boost the TV OS’s market share?

Antenna’s CEO Dives into New Research on Specialty SVOD

In this exclusive interview, Antenna’s CEO shares new research on specialty SVOD services, which show robust growth, dependence on Amazon Channels, and particular success stories.

New Google & Roku Streamers, Disney Paid Sharing, FAST Metrics, Netflix Sports

Google and Roku released new streaming media players, Disney rolled out paid sharing, Netflix is dabbling in sports, and a new initiative to measure FAST viewing has been launched.