Inside The Stream

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Dec 12, 2025 • 23min

Disney’s Bold OpenAI Bet and the WBD Battle Rages

Disney has taken the bold and risky step of licensing the use of 200 characters to OpenAI’s Sora. Meanwhile, who’s going to win the raging battle for Warner Bros. Discovery?
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Dec 5, 2025 • 23min

MS NOW Expands Streaming; Amazon’s Engagement; Microdramas

Will MS Now’s plan to transform itself from a cable news network into a streaming and community hub work? Amazon has engagement issues. And microdramas are surging.
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Nov 21, 2025 • 23min

Canela Media Taps AI for Content and Monetization

Canela Media’s global president, Phillipe Guelton, describes how the company is tapping AI for content creation, user experience, and monetization.
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Nov 17, 2025 • 32min

Interview: Execs Discuss Field & Stream TV FAST Launch

Field & Stream and Outdoor America have joined forces to launch Field & Stream TV, a new FAST offering. Company executives join us to explain their strategy.
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Nov 7, 2025 • 29min

Fubo’s Growth, Netflix’s New MAVs Metric, Streamers’ Frustrations

Fubo posted its Q3 results and integration plans with Disney, Netflix introduced a new ad metric called Monthly Active Viewers and Gracenote’s data reveals streaming’s value.
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Oct 31, 2025 • 27min

Tubi Profitable, YouTube Growth, Peacock in Neutral

In earnings news this week, Tubi has turned profitable, YouTube notched another $10 billion quarter in US ad revenue, and Peacock’s subscriber count is stuck in neutral. 
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Oct 24, 2025 • 27min

Netflix’s Ad Revenue to Double; Can Peacock Fly with the NBA?

Netflix reported Q3 results this week, saying 2025 ad revenue will double and engagement is rising, but by how much? And is the NBA a ticket to Peacock’s success or a poison pill?
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Oct 17, 2025 • 38min

Antenna’s Subscriber Views Exposes Programming’s True Value

How effective is a specific title at acquiring, retaining, and engaging viewers? Antenna’s CEO, Jonathan Carson, explains how his firm’s new Subscriber Views delivers the answers.
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Oct 10, 2025 • 25min

Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN

Netflix is making strides to balance revenue between ad-supported and ad-free users. One host shares a positive experience with Netflix's ad load compared to traditional TV. The Trade Desk's Ventura TV OS proves valuable for DirecTV, enhancing viewer experience. Meanwhile, Amazon is transitioning to a new OS, Vega, to streamline app functionality. Fubo is making waves by ingesting ESPN content into its platform, bringing on-demand sports closer to fans. Tune in for insights into the changing landscape of streaming and advertising.
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Oct 3, 2025 • 35min

FAST Viewership Increases, But Monetization Challenges Remain

New data from Wurl reveals renewed growth in viewership for FAST channels. But monetization challenges remain, particularly for those outside the top tier.

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