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Advertising continues to gain greater acceptance in the streaming era according to data from Hub. There’s been a gradual decline in the percentage of viewers who can’t tolerate ads from 17% in June ’21 to 12% in December ’25. In addition, 32% of viewers say they’d pay $4-5 more per month to go ad-free vs. 40% four years ago. 63% of 18-34 viewers strongly or somewhat agree that they don’t mind...
YouTube will begin streaming the Oscars globally in 2029 per a new deal with the Academy of Motion Picture Arts and Sciences. As Colin and I discuss, it’s another indicator that streaming platforms’ financial clout and distribution reach have become critical differentiators for marquee events.
Next we discuss Netflix’s further push into video podcasts following announcements with...
In May, 2025 a milestone was reached according to Nielsen’s The Gauge: total streaming viewership surpassed total broadcast plus cable viewership for the first time. Streaming had a 44.8% viewership share while traditional TV had a 44.2% viewership share. To put these numbers in context, back in May 2021 streaming had a 26% share and traditional TV had a 64% share.
As we discuss, there have...
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...
This week Antenna’s Co-Founder and CEO Jonathan Carson joins us for an exclusive interview to discuss the firm’s top streaming insights from 2024. Antenna’s research has become a go-to source of data for executives from around the industry.
In the interview we dive into a number of findings, including the shift in subscriber growth from paid to ad-supported streaming services, how sports...
Colin has been in London participating in a CTV conference, and this week he shares some of his observations about how the competitive landscape in Europe compares with the U.S. Among the topics we discuss are why FASTs are unlikely to grow as quickly as in the U.S., the burgeoning market for TV OS’s, and the introduction of broadcasters’ “super apps.”
The discussion is a great reminder that...
Antenna reported that ESPN and Fox One gained one million subscribers in their first 10 days, with ESPN gaining the majority. Colin and I discuss whether that’s a lot, or not. We continue to be challenged to understand just how big the target market is for these two sports streaming services. Antenna also said 60% of Fox One’s subscribers came in via Amazon, underscoring its importance to the...
In concert with its Made on YouTube event, YouTube unveiled a slew of innovations aimed at enhancing creators’, viewers’ and advertisers’ experiences. Potentially the most high impact is a revamp of its CTV app which will offer “immersive previews” of creator content, modeled on best practices of SVOD apps like Netflix. Creators will also be able to customize how they categorize and organize...
YouTube is now the world’s biggest media company, with an estimated $62 billion revenue in 2025, according to analysts MoffettNathanson. That would exceed Disney’s, though be slightly less than the combined Paramount Skydance-Warner Bros. Discovery. We discuss key components on YouTube’s revenue, its competitive advantages and prospects going forward.
Then we discuss the challenges viewers...
In a bold move, Disney has licensed 200 of its characters for use in OpenAI’s Sora. In today’s podcast we discuss the benefits and risks of the deal, which opens a new chapter of collaboration between rights holders and AI platforms. We like Disney’s openness to user-generated content to better compete with YouTube, but are cautious about the effectiveness of the proposed guardrails in...