Inside The Stream

Max or Min? Can Google TV Catch Up to Roku?

Warner Bros. Discovery finally unveiled “Max” this week, which seems more “Min” (as in Minimum) to us. And can Google TV catch up to Roku domestically? 

Will SVOD spending go up, down, or stay the same?

Average U.S. household spending on SVOD has grown strongly for the last decade. But with the industry maturing, will it continue to increase? We discuss eight factors that will influence the answer.

Why Sky’s Sky Glass is the right strategy, but wrong execution

In October 2021, Sky introduced “Sky Glass,” including a Sky-branded smart TV, Sky Stream (a satellite TV via streaming service), and aggregated CTV apps. We discuss why the strategy looks right, but the execution seems wrong.

Diamond Sports goes bust, HBO prices, YouTube multiview, and FASTs!

In this week’s round-the-horn edition, we discuss Diamond Sports’ bankruptcy, why Discovery is giving HBO Max subs more content for the same price, YouTube’s March Madness multiview, and the FAST content arms race.

Pay-TV is In Free Fall; What’s it Mean for Sports Teams’ Valuations?

Pay-TV providers continued losing millions of subscribers in Q4 2022. Is there a bottom? And what does pay-TV’s free fall mean for sports teams’ valuations and players’ salaries?

5 key takeaways from Connected TV Advertising PREVIEW: 2023

At this past Tuesday’s VideoNuze Connected TV Advertising PREVIEW: 2023 virtual, 22 speakers in 5 sessions provided critical insights about the industry and its future direction. We discuss our key takeaways.

In India, Two Initiatives Preview Streaming’s Future

This week we go on a “field trip” to India, where a battle between billionaires - at the intersection of streaming, sports, mobile, commerce, and FASTs - provides a glimpse of the future. Pack your bags and listen on!

Interview with BBC Studios GM of FAST Channels

How should a TV provider leverage the FAST market? BBC Studios, GM of FAST channels, talks content strategy, differences from traditional TV, optimizing experience, and much more.

Disney’s DTC future seems murky

In Disney’s fiscal 2023 first quarter report this week, DTC subscriber gains were weak, and ARPU was down. Moreover, Disney plans to slash content spending this year by $3 billion. After Disney+’s fast start, the company’s DTC future seems murky.

FASTs - road to gold or road to “SLOW?”

Today we boldly introduce a new acronym to the industry. Free ad-supported TV (“FAST) is currently all the rage. But an unintended consequence of FASTs’ growth may be accelerated SVOD Losses On the Way (“SLOW”).