September, 2024

Inside the Stream: SVOD Bundling, Peacock Hits 30M, WBD’s FASTs, Hulu’s Disney+ Tile
On this week’s Inside the Stream Colin and I first discuss the trend toward SVOD services being bundled with one another. We agree the approach makes sense to cut churn and increase the lifetime v...

Inside the Stream: Charter-Disney Dispute Breaking the Big TV Bundle
Blackouts have been commonplace in the pay-TV industry when operators and TV network owners are unable to come to terms on renewal terms. While the current dispute between Charter and Disney include...

Inside the Stream: Why FASTs Aren’t Cable TV 2.0
Colin has attended a couple conferences recently where some industry colleagues have likened FASTs to “cable TV 2.0.” On today’s podcast we discuss the distinct differences between FASTs and t...

Inside the Stream: What are the Consequences of SVOD Library Cuts?
Some big SVOD services are cutting content from their libraries, including certain originals. Most prominently, Disney recently said it’s taking a $1.5-$1.8 billion impairment charge related to co...