Inside The Stream

Disney and Hearst have put A+E Global Media up for sale in the latest cable TV divestment; Netflix is still the consumers’ top brand, HBO Max is back, and Apple may pick up F1.

Roku’s Senior Director, global ad platform partnerships and biz dev, Miles Fisher, joins us for a deep dive into how Roku’s new Amazon Ads partnership will drive CTV’s full funnel future.

Nielsen’s The Gauge shows TV streaming time beat broadcast plus cable TV for the first time in May 2025. We discuss why and how Fox’s Tubi is helping drive the trend.

Warner Bros. Discovery is splitting into two companies, reversing much of its corporate, product, and streaming strategies. We dissect what went wrong and how it got that way.

More data this week on YouTube’s move to the big screen. Ad attention metrics are spread throughout the day. Cable TV networks are downsizing and more.

SVOD library composition and effectiveness are revealed in new Nielsen and Gracenote data. YouTube’s dominance on TV grows, and Google’s startling genAI tools.

Antenna’s Co-Founder & CEO, Jonathan Carson, shares new data detailing the pivotal role SVOD ad plans play in the market. He also debunks myths about ad plan viewers.

ESPN announced its DTC app pricing. Is the price right, and is the bundle discount enough? Max puts HBO back in its name. And updates on Newfronts from YouTube, Amazon, and more. 

The latest quarter's results put Disney on the path to full-year direct-to-consumer profitability. With an ESPN Flagship reveal next week, we discuss pricing and bundling strategy.

TiVo’s new Video Trends report shows that video bundles are simplifying, total video spending is dropping, sports fragmentation is growing, and smart TV loyalty is increasing.