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Inside the Stream: Lots of Opportunities Ahead for Walmart-VIZIO
Walmart has closed its $2.3 billion acquisition of VIZIO. As Colin and I discuss on this week’s podcast, there are many opportunities that the deal creates. We focus on a few, including Walmart ex...

Inside the Stream: Disney’s DIRECTV Dispute Highlights Its Reduced Customer Focus
Last weekend Disney blacked out all of its networks on DIRECTV as the carriage agreement between the two companies expired without a new one being reached. These types of disputes are common in the ...

Inside the Stream: Streaming is Tops on VIZIO, Max Raises Rates, Streaming TV is Loved
New research from Inscape analyzing the viewing behavior of 23 million opted-in VIZIO smart TV owners reveals streaming’s ascendance. In Q1 ’24, fully 58% of these viewers only streamed content,...

Inside the Stream: Fubo’s Spulu Duel, Apple’s $700M Movie Splurge, Max and Disney Follow Netflix
First up on this week’s podcast we discuss Fubo CEO David Gandler’s statement that the company is in a “duel to the death” with Spulu, the new sports JV from Disney, WBD and Fox. He makes a ...

Inside the Stream: Disney+/Hulu UX Lags, ESPN and RSNs, NFL Skeptical of Sports JV
As has been promised for a while, Hulu has been integrated into Disney+ in a bid to present more content seamlessly to viewers. No doubt the move was a significant undertaking, yet Colin’s early r...

Inside the Stream: Was Peacock’s NFL Exclusive a Success?
NBCUniversal said that last weekend’s Chiefs-Dolphins wildcard playoff game was a big success, attracting an average audience of approximately 23 million viewers on Peacock. In this episode of Ins...

Inside the Stream: Box Office Plummets, Ad Experience Matters, Netflix’s Bundling Angle
Memorial Day weekend was a disaster for Hollywood, with approximately $128 million in box office, down 36% from 2023’s total, and the worst in decades. There are some specific reasons, such as the...

Inside the Stream: CTV Ad PREVIEW: 2024 Reveals Key Market Drivers
Earlier this week VideoNuze held its Connected TV Advertising PREVIEW: 2024 virtual, featuring 19 industry executives speaking on 5 different sessions. In today’s podcast Colin and I discuss some ...

Inside the Stream: NASCAR’s $8B Rights Deals, D2C vs. Pay-TV, TikTok vs. YouTube
This week on Inside the Stream Colin and I cover a number of different topics that have been in the news. First up, NASCAR has signed new rights deals with TV and streaming partners for nearly $8 bi...

Inside the Stream: Comcast’s SpinCo Signals More Cable Network Consolidation
This week Comcast announced its decision to spin out all of its cable networks except Bravo into an independent company. For years cable networks were the financial jewel in the TV industry, driven ...