Inside The Stream

Fubo’s Growth, Netflix’s New MAVs Metric, Streamers’ Frustrations

Fubo posted its Q3 results and integration plans with Disney, Netflix introduced a new ad metric called Monthly Active Viewers and Gracenote’s data reveals streaming’s value.

Tubi Profitable, YouTube Growth, Peacock in Neutral

In earnings news this week, Tubi has turned profitable, YouTube notched another $10 billion quarter in US ad revenue, and Peacock’s subscriber count is stuck in neutral. 

Netflix’s Ad Revenue to Double; Can Peacock Fly with the NBA?

Netflix reported Q3 results this week, saying 2025 ad revenue will double and engagement is rising, but by how much? And is the NBA a ticket to Peacock’s success or a poison pill?

Antenna’s Subscriber Views Exposes Programming’s True Value

How effective is a specific title at acquiring, retaining, and engaging viewers? Antenna’s CEO, Jonathan Carson, explains how his firm’s new Subscriber Views delivers the answers.

Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN

Netflix looks poised to equalize average revenue per member between ad and ad-free viewers. The Trade Desk scored a win with DirecTV for its Ventura TV OS, as did Fubo with ESPN.

FAST Viewership Increases, But Monetization Challenges Remain

New data from Wurl reveals renewed growth in viewership for FAST channels. But monetization challenges remain, particularly for those outside the top tier.

Disney Raises Prices Again, Risking Subscriber Retention Rates

Disney is raising the monthly price of its streaming services by up to 20%. Following prior increases, subscriber retention rates stayed strong. Will they this time, too?

ESPN’s Launch, YouTube’s $100 Billion Payout, Amazon Innovate

Antennas says ESPN and Fox One gained 1 million paid subscribers in their first 10 days - is that a lot, or not? YouTube has paid creators $100 billion in 4 years, and Amazon keeps innovating.

Inside the Stream - YouTube Scores With NFL, Vimeo Sale, MTV Rebound and More

YouTube scored a record 17 million global viewers for its Chiefs-Chargers livestream, Bending Spoons is buying Vimeo for $1.4 billion, and can MTV be resuscitated?

The Trade Desk’s SVP of Ventura TV OS Interview Debrief

Can The Trade Desk’s Ventura upend the TV OS market? We discuss the key takeaways from our recent interview with Ventura SVP Matthew Henick and the TV OS's potential industry impact.