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Most media and technology companies have now reported Q1 ’23 results. We dig into who’s up, who’s down and who’s pick ‘em, and where they all might be headed. We share all this with the caveat that one quarter’s results are not the final word on a company’s ability to survive and thrive going forward. We hope we’re not in any way contributing to the short-term, quarterly performance myopia so...
I attended the 2023 IAB NewFronts earlier this week and today on Inside the Stream we discuss my 5 key takeaways. These include 1) connected TV as the dominant throughline in all the presentations, 2) an early shift in messaging around how CTV campaigns should move to more full/lower-funnel KPIs, 3) whether the overwhelming volume and pure free, ad-supported nature of FASTs should be concerning...
First up this week, YouTube continued its strong ad revenue growth in Q2 2025, with revenue rising 13% to $9.8 billion, ahead of its forecast. There’s plenty of growth still ahead as Shorts gain traction, advertisers tap conversion opportunities and AI permeates both content and monetization.
Meanwhile Samsung signed a number of creators to put original content on its Samsung TV Plus FAST...
This week we discuss new data from Inscape, Deloitte and HarrisX, which all illustrate how streaming is continuing to build its dominance over traditional media. To highlight a few key points:
Inscape found that among its VIZIO panel of users, 55% are streaming-only (i.e. no pay-TV), up from 49% in 2022. Deloitte reported that the average U.S. household is now spending $61 per month on 4...
Disney reported its fiscal Q3 2023 this week, with Disney+ global subscribers (excluding Disney+ Hotstar) growing 800K to end at 105.7 million. Both ESPN+ and Hulu stayed approximately flat too. The sore point was Disney+ Hotstar, which lost 12.5 million subscribers to end at 40.4 million, primarily due to the loss of IPL cricket.
It is less clear what’s ahead for Disney+ subscribers with...
TiVo released its Q4 Video Trends Report for North America (available here), and on this week’s Inside the Stream we discuss several key takeaways. In particular, viewers are simplifying their video services bundles, with the number dropping again to just under 10. Meanwhile viewers’ average monthly spend dropped to approximately $157, down from $189 just 2 years ago. We also discuss findings...
In August Google announced its new Google TV Streamer device along with feature updates for all Google TV devices. To learn more about all of this, Rob Caruso, who leads product management and user experience for Google TV, joins us for an in-depth Q...
We’re pleased to welcome Antenna’s CEO and co-founder Jonathan Carson back to Inside the Stream for an exclusive interview about the firm’s new State of Subscriptions research focused on specialty SVOD services.
Antenna’s research has become a key source of industry intelligence and we’re excited to share that Jonathan will be a regular quarterly guest on Inside the Stream going forward,...
It’s earnings season, and on this week’s podcast, Colin and I discuss results from Disney, Roku, WB Discovery and Dish. The four companies’ subscriber counts, profitability and shifting business models all provide insights into larger industry trends and challenges.
Listen to the podcast to learn more (37 minutes, 36 seconds)
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Peacock subscribers held steady at 36 million from Q3 to Q4, though up from 31 million a year ago. Importantly Peacock’s quarterly loss declined from $825 million in the year ago quarter to $372 million this quarter. Elsewhere at Comcast, the company lost 139K broadband subscribers in Q4, worse than the 34K loss a year ago.
We also discuss Fox’s increase in Super Bowl ad rates to $8 million...