Inside The Stream

Linear TV and pay TV share, subtitles, Roku locals

Nielsen says that linear TV fell below half of July viewing. Is it right? Q2 2023 pay TV losses continue. Watching with subtitles is the default for many. And The Roku Channel adds local Fox and CBS stations.

Disney’s D2C profitability seems on track, but at what cost?

Disney made progress toward direct-to-consumer profitability in the last quarter. Another Disney+ price increase and password-sharing curbs could finish the job on schedule in 2024. But at what cost?

WB Discovery Loses DTC Subscribers in Q2 2023

In Q2 2023, WB Discovery lost 1.8 million DTC subscribers globally, though it recorded a slight increase in ARPU. We discuss the loss, DTC profitability, and what to expect going forward.

Bad news, good news for Comcast’s Q2 ‘23 video performance

Comcast’s cable TV subscriber losses continued to accelerate in Q2 2023. We discuss whether Peacock is picking up the slack and how it will fare if the writers’ and actors’ strike continues into the new year.

Inside the Stream – Interview with Jeff Shultz, CSO, CBDO, Paramount Streaming

In this interview with Paramount executive Jeff Shultz, he explains Paramount+ and Pluto TV’s joint strategy, three innovative distribution deals, and why FASTs are not cable TV 2.0.

Putting Paramount+ With Showtime in Perspective

Paramount+ With Showtime launched this week. We put into context what the end of a decades-old, standalone premium TV brand means in today’s streaming market.

Interview with Google TV’s Director of Product Management

Google TV has made great strides since its introduction in 2020. In this interview with product management director Ben Serridge, he explains the keys to the product’s success.

Why FASTs aren’t cable TV 2.0

Some connected TV insiders liken FASTs to the second coming of cable TV. But the services are very different, though some of cable’s legacy problems still hamper them.

Top takeaways from the CTV Ad Summit 2023

We discuss the top 5 takeaways from VideoNuze’s just-completed CTV Advertising Summit virtual. Innovation, full-funnel, CTV households, business models, and AI all loomed large.

What are the consequences of SVOD library cuts?

Some big SVOD services are cutting content from their libraries, including certain originals. How much will this weaken their value propositions, and how will subscribers react?