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First up this week on Inside the Stream we discuss YouTube’s advertising revenue for Q1 ’23, which was $6.7B, down 2.6% from Q1 ’22 of $6.9B. Obviously growth, not contraction, is the goal, but given the huge headwinds blowing through the ad business, in my view, a slight dip can rightly be considered a clear win. And the quarters that YouTube is now lapping were extremely strong to begin with...
Talk about events moving fast. Not long after Colin and I recorded and posted this week’s podcast about the Disney-Fubo deal from earlier this week, the three Venu Sports JV partners said they were cancelling the service.
At the end of the podcast we cautioned that with DirecTV and EchoStar raising the possibility of a renewed Venu litigation, the JV partners might have second thoughts....
Antenna’s research has become a go-to source for streaming industry executives trying to understand the fast-evolving landscape. In this exclusive interview, Antenna’s Co-Founder and CEO Jonathan Carson discusses details behind the firm’s recently-released “State of the Subscriptions” report. Jonathan is an ad industry veteran with particular expertise in research and monetization, as well as a...
AI has taken the world by storm and the TV/video industries are no exception. AI is revolutionizing the value chain of video creation, delivery and discovery. On this week’s podcast we discuss several examples, including a new partnership between Cineverse and Nielsen’s Gracenote. The role that Cineverse’s AI chatbot “Ava” - and others - could eventually play in viewers’ discovery experience is...
Big TV manufacturers made news at CES with new models and improved viewer experiences. Meanwhile NBCUniversal and Disney stepped up their ad games with announcements of many new initiatives. Separate, Netflix said it now has 23 million monthly active users, up 8 million in the past couple of months. Lastly, Amazon announced broad headcount cuts to Prime Video, MGM and Twitch.
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This week Colin and I explore Nexstar’s assertion that the recent Disney-Charter deal will benefit local TV (Nexstar is the largest owner of local broadcasters in the U.S.). Nexstar points to improved bundling that will stabilize pay-TV and spending on underperforming niche cable networks that can be reallocated to local TV. We also discuss new research showing that YouTube has edged past...