Inside The Stream

YouTube Revamps CTV App and Enhances AI Features

YouTube is revamping its CTV app to emulate best practices in SVOD apps and launching a series of AI features for creators that will drive better viewer experiences.

IAB’s CTV Ad Outlook; Movie Headwinds, Charter-AMC+; and more

Four topics this week: IAB raised its 2024 CTV outlook, movies continue hitting headwinds, the impact of the Charter-AMC+ deal, and Amazon jumps into NextGen TV.

Inside the Stream – Disney-DirecTV Dispute Highlights Reduced Customer Focus

Disney blacked out all its networks on DirecTV as part of a carriage dispute. The standoff seems to be part of a pattern of inconsistent and reduced customer focus at the company.

Inside the Stream - Can Venu’s Owners Escape Their Gilded Cage?

Disney, Fox, and WBD’s roles in the multi-channel bundle are a “gilded cage” that contributed to a judge issuing a preliminary injunction barring Venu Sports’ launch. What’s next?

Exploring Linear TV Networks Collapsing Value

Multibillion-dollar write-downs on Warner Bros. Discovery and Paramount linear TV networks underscore the seismic changes streaming has brought to the industry.

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.