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Disney reported its fiscal second quarter results this week, showing continued direct-to-consumer profitability, as well as modest subscriber gains for both Disney+ and Hulu. Given last year’s second half performance, it’s likely Disney will achieve DTC profitability for the full 2025 fiscal year, a first.
On the earnings call, Disney also noted that next week the branding and pricing for “...
TiVo released its Q4 Video Trends Report for North America (available here), and on this week’s Inside the Stream we discuss several key takeaways. In particular, viewers are simplifying their video services bundles, with the number dropping again to just under 10. Meanwhile viewers’ average monthly spend dropped to approximately $157, down from $189 just 2 years ago. We also discuss findings...
We’re pleased to interview Vevo’s EVP, Global Sales Rob Christensen this week on Inside the Stream. Rob dives into the details of Vevo Evolve, the company’s new data-driven ad platform. Rob describes its advanced targeting, optimization and measurement capabilities. He also shares how Vevo’s music videos are succeeding across mobile, desktop and connected TV platforms. Looking ahead, Rob also...
This week we focus on the role of TV operating systems in influencing viewers’ programming choices. Recently Hub Entertainment Research provided insights on OS market share of various streaming media players (Roku’s OS led with a 59% share). Colin shares his experiences searching for TV shows across the big 6 operating systems and how widely the results vary by OS, in turn guiding viewers’...
Colin was at NAB Show this past week and on today’s podcast we discuss some of the things that caught his attention. One is how Eluvio is enabling global distribution of live content using its new release. An early user example is European Pro Club Rugby. Next we discuss several AI innovations Colin saw in action. Last up are audio innovations from Xperi DTS without a soundbar.
Listen to the...
We’re happy to have Jonathan Carson, CEO and co-founder of Antenna, join us to discuss the firm’s Q1 ’25 State of Subscriptions report, which provides insights on premium SVOD in 2024.
Among the topics we discuss are growth of SVOD services last year, which ones gained the most subscribers, churn stabilization, the role of “re-subscribers” (people who rejoin a service within 6-12 months of...
Deloitte released its 2025 Digital Media Trends report this week. On the podcast Colin and I discuss our key takeaways related to social’s role in how consumers discover TV programs, sensitivity to SVOD price increases and churn, plus budgets for streaming services.
Thanks to this week’s sponsor, Looper Insights. Their new report is available here.
Listen to the podcast to learn more (31...
This week we discuss a number of new developments that contribute to streaming sports’ momentum. These include NBCU making its RSNs available to Peacock Premium subscribers; Disney looking to buy NFL Media which could become a valuable piece of the flagship ESPN app slated to launch later this year; Comcast extending its Olympics rights through 2036, which benefits Peacock; Fubo adding the...
Colin attended the Connected TV World Summit in London this week and shares his observations about the CTV landscape in Europe and some of the challenges. First we discuss new research from Bango detailing strong adoption of Gen AI among younger users, and also new Gracenote research about the burgeoning market for FAST services.
Listen to the podcast to learn more (26 minutes, 55 seconds...
Colin attended the Connected TV World Summit in London this week and shares his observations about the CTV landscape in Europe and some of the challenges. First we discuss new research from Bango detailing strong adoption of Gen AI among younger users, and also new Gracenote research about the burgeoning market for FAST services.
Listen to the podcast to learn more (26 minutes, 55 seconds...