Inside The Stream

Disney Defies Gravity, YouTube Ads Are Strong

Disney continues to defy gravity by raising prices and cutting content without losing subscribers. Meanwhile, YouTube ads soared above $10 billion with help from long-form content.

Peacock Steady, Super Bowl Ads Soar, New Streaming Insights

Peacock subscribers held steady at 36 million in Q4, while its quarterly loss significantly improved. Super Bowl ads are $8 million. And plenty of new streaming research.

Scan the QR code below or click this link for a free copy of the Looper Insights report Streaming Forward: Trends Shaping Digital Entertainment in 2025. Thanks to Looper Insights for sponsoring this episode.

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Netflix's Big Q4: Ads, Gaming, and a Hard-to-Track Future

Netflix delivered a stellar Q4, with subscriber and revenue gains across all regions. Ads and gaming will fuel future growth, but tracking its evolving success will be much tougher.

Tubi’s UHD Super Bowl, Prime’s NFL Ratings Peak, and More

Tubi’s Super Bowl UHD livestream plan is bold, but can it deliver? Prime’s wildcard game gets its best NFL rating yet. Vizio jumps into SVOD bundles and consumer AI research.

Making Sense of the Disney-Fubo Deal

The Disney-Fubo deal seems to clear the path for the launch of Venu Sports and provide Fubo with financial strength. But DirecTV thinks it doesn’t settle the issue.

PBS’s Digital Head Explains Importance of Amazon Deal

PBS has a new distribution deal with Amazon to simulcast 150 local stations. We talk with PBS’s digital head, Ira Rubenstein, about the deal and its 2025 strategy.

Antenna’s CEO Shares Top Streaming Insights from 2024

In this exclusive interview, Antenna’s CEO shares insights on streaming’s ad-supported growth, live sports, and the NFL’s impact on subscriber acquisition and 2024’s top promotions.

Starz’s Streaming Strategy

Starz’s CEO outlined the company’s streaming strategy, which includes partnering with SVOD aggregators, retaining originals, and avoiding annual rate bumps.

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.