Inside The Stream

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.

Vevo’s EVP Global Sales, Rob Christensen, joins us to talk about Vevo Evolve, the new data-driven ad platform. Rob also dives into multiplatform success, AI, measurement, CTV, and more.

The TV OS space remains fragmented yet highly influential in viewers’ content choices. New data explains how the big six use that influence to their advantage.

We discuss NAB Show 2025 highlights, including breakthroughs in global distribution for live programming, AI-powered interfaces, and built-in dialog enhancements for TVs.

Antenna’s CEO shares insights on the firm’s latest SVOD research, including churn stabilization, re-subscribers, growth in ad-supported plans, the role of live, and more.

The role of social media in TV discovery, SVOD pricing optimization, and churn reduction are three key takeaways from Deloitte’s new digital media report. You can download this week's sponsor's report, "The Sports Streaming Craze: Sustainable Growth or Overhyped Trend?" here . 

Sports streaming continues to gain momentum, with Peacock, Disney, Fubo, and DirecTV all part of the action this past week. We review all the activities and what’s ahead.

Themes at the Connected TV World Summit included broadcasters and digital, streaming sports, and YouTube. Also, new FAST research from Gracenote and AI updates from Bango. You can download the free Bango report here .

VideoNuze’s conference last week, which focused on the intersection of CTV and AI, included valuable insights from 18 speakers in 5 sessions. We highlight the top takeaways.

It’s not all plain sailing for AI in connected TV. Four experts highlight some of the technology's challenges and how they think it will revolutionize the industry in 2025 and beyond.

Revy's fight with The Trade Desk has spilled into the trade press. In this interview, Revry’s co-founders explain why all specialty and fan-forward providers could be affected.

Tubi delivered with its live Super Bowl stream, outperforming YouTube TV and broadcast in the process. And way more streamed the game than the 13.6 million using Tubi.

Disney continues to defy gravity by raising prices and cutting content without losing subscribers. Meanwhile, YouTube ads soared above $10 billion with help from long-form content.

Peacock subscribers held steady at 36 million in Q4, while its quarterly loss significantly improved. Super Bowl ads are $8 million. And plenty of new streaming research. Scan the QR code below or click this link for a free copy of the Looper Insights report Streaming Forward: Trends Shaping Digital Entertainment in 2025. Thanks to Looper Insights for sponsoring this episode. https://nscreenmedia....

Netflix delivered a stellar Q4, with subscriber and revenue gains across all regions. Ads and gaming will fuel future growth, but tracking its evolving success will be much tougher.

Tubi’s Super Bowl UHD livestream plan is bold, but can it deliver? Prime’s wildcard game gets its best NFL rating yet. Vizio jumps into SVOD bundles and consumer AI research.

The Disney-Fubo deal seems to clear the path for the launch of Venu Sports and provide Fubo with financial strength. But DirecTV thinks it doesn’t settle the issue.

PBS has a new distribution deal with Amazon to simulcast 150 local stations. We talk with PBS’s digital head, Ira Rubenstein, about the deal and its 2025 strategy.

In this exclusive interview, Antenna’s CEO shares insights on streaming’s ad-supported growth, live sports, and the NFL’s impact on subscriber acquisition and 2024’s top promotions.

Starz’s CEO outlined the company’s streaming strategy, which includes partnering with SVOD aggregators, retaining originals, and avoiding annual rate bumps.

Walmart closed its $2.3 billion acquisition of VIZIO, creating many opportunities to extend WatchFree+ and drive new ad revenue and one-click buying.