Inside The Stream

Inside the Stream – Netflix stuck on one product, one business model

Netflix survived Q2 2021 with only a small loss of subscribers in the US and Canada. But if investors were hoping for a new revenue stream for the company, they were out of luck. There will be no ads for Netflix, not even in the company’s new games services.

Inside the Stream – PVOD Black Widow release and the future of theater

Black Widow had a huge opening weekend, with premium VOD playing a significant role in its success. Will Hollywood allow PVOD to dominate, or will theater-going return to its former central role?

Inside the Stream – Why Innovid is going public now; biggest CTV ad challenge

Independent buy-side ad platform Innovid is about to go public. We talk with the company’s co-founder and CEO, Zvika Netter, to understand why now and why fragmentation is the industry’s greatest challenge.

Inside the Stream – The inside scoop on JW Player’s $100M financing round

JW Player closed a $100 million financing round this week. We talk with the company’s co-founder and CEO, Dave Otten, for the inside scoop on the deal and how he plans to use the money.

Inside the Stream – CTV flywheel effect driving industry to new heights

There was plenty of swagger in the step of AVOD and Fast providers at the Connected TV Ad Summit last week. And why not, when the CTV flywheel effect looks to be spinning the industry to new heights.

Inside the Stream – Bloomberg Quicktake morphs social news into a 24-hour channel

Last November, Bloomberg launched Quicktake, a 24/7 streaming news network. The head of Quicktake tells us why the company morphed a social news project into a full-blown TV news channel.

Inside the Stream – Can AVOD originals deliver enough to justify their cost?

Original shows have been the engine driving SVOD growth. Now AVOD players are getting into the crowded and costly originals game. Can they make money, and what else do they hope to gain?

Inside the Stream – Is Amazon’s $8.5B MGM purchase worth it?

Amazon is buying MGM for $8.5B, making the deal second only to its $14.5B purchase of Whole Foods. Is Jeff Bezos just looking to bolstering Prime Video, or does MGM bring other value to the etail giant?

Inside the Stream – AT&T-Time Warner didn't work. Will WarnerMedia-Discovery?

AT&T is spinning off WarnerMedia just three years after buying it. We look at why the deal never made sense from the start and if the combination with Discovery is a better idea.

Inside the Stream – SVOD churn, AVOD’s impact, and Internet TV 2022

Kevin Westcott of Deloitte joins us this week to discuss SVOD churn post-lockdown, AVOD’s impact on SVOD usage, and what to expect from Internet TV in 2022.