Inside The Stream

Disney has taken the bold and risky step of licensing the use of 200 characters to OpenAI’s Sora. Meanwhile, who’s going to win the raging battle for Warner Bros. Discovery?

Will MS Now’s plan to transform itself from a cable news network into a streaming and community hub work? Amazon has engagement issues. And microdramas are surging.

Canela Media’s global president, Phillipe Guelton, describes how the company is tapping AI for content creation, user experience, and monetization.

Field & Stream and Outdoor America have joined forces to launch Field & Stream TV, a new FAST offering. Company executives join us to explain their strategy.

Fubo posted its Q3 results and integration plans with Disney, Netflix introduced a new ad metric called Monthly Active Viewers and Gracenote’s data reveals streaming’s value.

In earnings news this week, Tubi has turned profitable, YouTube notched another $10 billion quarter in US ad revenue, and Peacock’s subscriber count is stuck in neutral. 

Netflix reported Q3 results this week, saying 2025 ad revenue will double and engagement is rising, but by how much? And is the NBA a ticket to Peacock’s success or a poison pill?

How effective is a specific title at acquiring, retaining, and engaging viewers? Antenna’s CEO, Jonathan Carson, explains how his firm’s new Subscriber Views delivers the answers.

Netflix looks poised to equalize average revenue per member between ad and ad-free viewers. The Trade Desk scored a win with DirecTV for its Ventura TV OS, as did Fubo with ESPN.

New data from Wurl reveals renewed growth in viewership for FAST channels. But monetization challenges remain, particularly for those outside the top tier.

Disney is raising the monthly price of its streaming services by up to 20%. Following prior increases, subscriber retention rates stayed strong. Will they this time, too?

Antennas says ESPN and Fox One gained 1 million paid subscribers in their first 10 days - is that a lot, or not? YouTube has paid creators $100 billion in 4 years, and Amazon keeps innovating.

YouTube scored a record 17 million global viewers for its Chiefs-Chargers livestream, Bending Spoons is buying Vimeo for $1.4 billion, and can MTV be resuscitated?

Can The Trade Desk’s Ventura upend the TV OS market? We discuss the key takeaways from our recent interview with Ventura SVP Matthew Henick and the TV OS's potential industry impact.

The Trade Desk’s SVP of the Ventura TV Operating System, Matthew Henick, joins us for a deep dive into Ventura’s competitive positioning and advantages, key challenges, and goals.

Streaming sports continues to boom with Paramount+’s $7.7B deal for UFC rights. A new bundle of ESPN and Fox One recalls Venu Sports. And are Micro Dramas Quibi 2.0?

Disney’s emerging NFL partnership and new global role for Hulu are big strategic shifts in its direct-to-consumer business. Will they bring the growth and engagement Disney needs?

YouTube’s ad revenue growth continues, with relaxed profanity rules poised to push it higher. Can FASTs capitalize on creators’ success for their gain? And HGTV and Peacock have their own challenges.

Comcast is launching a streaming app store ten years too late. Meanwhile, Jeff Bezos is considering buying CNBC, NBCU is launching a sports channel, and linear ads still dominate.

Google TV's intrusive home screen ads highlight how deeply ads are embedded in the connected TV experience. Have TV OS providers become too aggressive in monetizing viewers?

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.