Inside The Stream

Disney’s First DTC Profit - What Is Its True Quality and Sustainability?

Disney reported its fiscal Q3 ‘24 results, including its first-ever profit in its DTC segment. But we’re skeptical of the true quality and sustainability of the profit.

NBC Impresses with Olympics Clips On Peacock and YouTube

Early returns show Olympics viewership is up 75% from 2021. NBCU’s streaming coverage is solid, especially its management of highlight clips on Peacock and YouTube.

Will Peacock Turn the Corner? Netflix’s Ads Lag

Peacock reduced its Q2 ‘24 loss by half but lost a million subscribers. The Olympics looks like a pivotal moment for the service and its sports agenda. Meanwhile, Netflix’s ads lag.

Exclusive Interview with Antenna Co-Founder-CEO Jonathan Carson

Antenna’s research is a must-read for streaming industry executives. Jonathan Carson, Antenna’s Co-Founder and CEO, joins us for an exclusive deep-dive into its latest report.

Inside the Stream - Exclusive Interview with Top Wall St. Analyst Michael Nathanson

In this exclusive, must-listen interview, Top Wall Street media analyst Michael Nathanson dives into the major issues driving the TV and streaming industries.

Antenna Data on the Bundle’s Power, Annual Plans and More

New Antenna data reveals the power of streaming bundles, that annual subscriptions fail to engage, the acceptance of price increases, and ad-tiers’ ascendency.

Roku-MAGNA Interview on New Home Screen Research

New Magna-Roku research shows the home screen is critical in the content discovery journey. Executives from both companies join us to discuss the research and its ad implications.

Streaming is tops on VIZIO; Max Rate Rise; Streaming TV is Loved

Inscape research reveals that virtually all VIZIO smart TV owners are streaming. Max raised rates—but only on ad-free tiers. Streaming satisfaction scores are off the charts.

Box Office Plummets, Ad Experience Matters, Netflix Bundling Angle

The Memorial Day box office plummeted 36%.  Latency, unnatural breaks, and slates are hurting ad experiences. Netflix’s bundling angle is unclear—all this and more in this week’s podcast.

Comcast StreamSaver is appealing to the budget-conscious

Comcast’s $15 StreamSaver bundle is great value. Combine it with Disney’s $15 Trio Basic bundle and streaming’s value prop is stronger than ever. But who are the bundles for?