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Feed Items

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 includes Disney+, Hulu and ESPN+, subscriber gains were weak and ARPU was down. Iger also shared that Disney will cut its content spending by $3 billion this year. For Colin and me, all of that...
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-supported TV (“FAST) services are currently all the rage and that many are predicting it will become a multibillion dollar streaming segment in the years ahead.   Content providers, TV OEMs and TV networks are seizing...
Cord-cutting is accelerating. Deep-pocketed Big Tech (Amazon, Apple, Google) are scooping up marquee sports rights in an effort to add value to their services businesses. Linear TV viewing is collapsing. Consumers' attention is fragmenting as myriad social media and other activities beckon for eyeballs. As Colin and I discuss on this week’s episode, ESPN finds itself at the center of this...
In this week’s podcast, Colin and I discuss Warner Bros. Discovery’s plan to launch a new streaming bundle in France dubbed “Warner Pass,” exclusively on Amazon Prime Channels, which Variety reported. Warner Pass will include all HBO content, plus 12 WBD channels including CNN, Discovery Channel, Eurosport and others. The move caught our attention because WBD has been quite vocal about its...
Happy new year and welcome to the first edition of Inside the Stream for 2023. Just after recording our Top 10 streaming stories of 2022 podcast a couple of weeks ago YouTube announced its deal with the NFL for Sunday Ticket. In this week’s podcast we dig into how we think the economics of the deal might work. Colin modeled many of the variables, which I then tinkered with. The clear caveat...
Keeping with our end of year tradition, this week on Inside the Stream, Colin and I discuss the top 10 most important streaming video stories (in our humble view) of 2022. Several of our top 10 stories focus on broader industry trends that are accelerating, such as cord-cutting and the rise of connected TV advertising. Others focus on changes at specific companies including YouTube, Netflix...
On this week’s edition of Inside the Stream, nScreenMedia’s Colin Dixon and I dig into four topics: World Cup streaming quality and the lack of 4K differentiation, Netflix’s offer to refund advertisers due to inventory shortfalls, WBD’s decision to remove “Westworld” from HBO Max, and the proliferation of music-oriented FAST channels. Listen to the podcast to learn more (31 minutes, 25...
HBO Max is coming back to Amazon Prime Video Channels, reversing a move by prior owner WarnerMedia just over a year ago. Removing HBO Max led to an immediate loss of 5 million subscribers who had signed up through Amazon Channels (it’s unclear how many rejoined directly). On today’s podcast, Colin and I try puzzle through why WBD, which is now HBO’s owner, would want HBO Max to rejoin Amazon...
Earlier this week AMC Networks disclosed a large-scale layoff (reportedly 20%) and that their CEO was departing. AMC Networks’ chairman James Dolan said in an internal memo that “It was our belief that cord cutting losses would be offset by gains in streaming. This has not been the case. We are primarily a content company and the mechanisms for the monetization of content are in disarray.”...
Yesterday was VideoNuze’s Connected TV Advertising Brand Suitability Summit virtual which included 24 speakers on 5 sessions. On today’s podcast nScreenMedia’s Colin Dixon and I discuss some of the key highlights from the afternoon, including the session Colin moderated. Speakers are optimistic about CTV for many reasons, despite economic uncertainty. However, throughout the afternoon many...