August, 2024

August, 2024

Inside the Stream Podcast: Netflix’s Q1 ’23 Suggests Ad Tier Launch and Account-Sharing Curbs Will Boost Revenue
Back in our Oct. 21, 2022 podcast, “Netflix is Poised for 2023 Revenue Growth,” Colin and I articulated all the reasons we were optimistic about Netflix’s upside in the new year. Primarily we ...

Inside the Stream Podcast: Max or Min? Can Google TV Catch Up to Roku?
This week on Inside the Stream we focus on two main topics: first, is Warner Bros. Discovery’s decision to brand/bundle its streaming services under “Max” going to be successful, or is it goin...

Inside the Stream Podcast: How Much Higher Will Average U.S. Spending on SVOD Be in 5 Years?
Each week on "Inside the Stream" Colin and I try to share fact-based conclusions about critical industry issues. Listeners have continually told us that they derive value from having a weekly resour...

Inside the Stream Podcast: Diamond Sports’ Bankruptcy, HBO Max’s Confusing Pricing; YouTube’s Multiview; FAST’s Growth
This week on Inside the Stream Colin and I do an “around the horn” of four significant industry topics. We lead off with the expected bankruptcy filing of Diamond Sports Group earlier this week,...

Inside the Stream Podcast: Pay-TV is in Free Fall; What’s it Mean for Sports Teams’ Valuations?
Pay-TV providers lost another 7 million subscribers (approximately) in 2022 as losses accelerated from 2021. The losses span those actually cutting the cord, plus those that simply don’t take on a...

Inside the Stream Podcast: Key Takeaways from CTV Advertising PREVIEW: 2023
At this past Tuesday’s VideoNuze Connected TV Advertising PREVIEW: 2023 virtual, 22 speakers on 5 sessions provided critical insights about the industry and its future direction. We discuss our ke...

Inside the Stream Podcast: In India, Two Initiatives Preview Streaming’s Future
This week we go on a “field trip” to India, where a battle between multibillionaires - at the intersection of streaming, marquee sports, mobile, commerce and FASTs - provides a glimpse of the fu...

Inside the Stream Podcast: Interview With BBC Studios’ GM of FAST Channels Beth Anderson
In this week’s podcast, Colin and I are delighted to welcome BBC Studios’ GM of FAST Channels, Beth Anderson as our guest. BBC Studios has been one of the leading innovators and early adopters o...

Inside the Stream Podcast: Disney’s Direct-to-Consumer Future Seems Murky
Disney reported its fiscal 2023 first quarter this week, the first since Bob Iger returned to the CEO role. While other parts of the business are doing reasonably well, for Direct-to-Consumer, which...

Inside the Stream Podcast: Are FASTs a Road to Gold or a Road to “SLOW?”
On this week’s podcast, Colin Dixon and I boldly introduce to the industry a new acronym (technically it’s a “macronym” or “nested acronym”). We’re all aware that free ad-supporte...

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