Disney continues to defy gravity by raising prices and cutting content without losing subscribers. Meanwhile, YouTube ads soared above $10 billion with help from long-form content.

Peacock subscribers held steady at 36 million in Q4, while its quarterly loss significantly improved. Super Bowl ads are $8 million. And plenty of new streaming research. Scan the QR code below or click this link for a free copy of the Looper Insights report Streaming Forward: Trends Shaping Digital Entertainment in 2025. Thanks to Looper Insights for sponsoring this episode. https://nscreenmedia.com/wp-content/uploads/Inside-the-Stream-QR-Code-Looper-Insights.png 

Netflix delivered a stellar Q4, with subscriber and revenue gains across all regions. Ads and gaming will fuel future growth, but tracking its evolving success will be much tougher.

Tubi’s Super Bowl UHD livestream plan is bold, but can it deliver? Prime’s wildcard game gets its best NFL rating yet. Vizio jumps into SVOD bundles and consumer AI research.

The Disney-Fubo deal seems to clear the path for the launch of Venu Sports and provide Fubo with financial strength. But DirecTV thinks it doesn’t settle the issue.

PBS has a new distribution deal with Amazon to simulcast 150 local stations. We talk with PBS’s digital head, Ira Rubenstein, about the deal and its 2025 strategy.

Jonathan Carson, CEO and co-founder of Antenna, dives into the booming world of streaming in 2024. He discusses the exciting rise of ad-supported models, showcasing how they attract new subscribers despite fears of stagnation. The impact of live sports, especially the NFL, on subscriber growth is a key highlight. Carson also reveals how Black Friday promotions are transforming customer loyalty and subscription rates. Plus, insights on password policies reshape our understanding of user conversion. A must-listen for streaming enthusiasts!

Starz’s CEO outlined the company’s streaming strategy, which includes partnering with SVOD aggregators, retaining originals, and avoiding annual rate bumps.

Walmart closed its $2.3 billion acquisition of VIZIO, creating many opportunities to extend WatchFree+ and drive new ad revenue and one-click buying.

Comcast’s decision to spin out all of its cable networks except Bravo into an independent company is a signal of more cable network consolidation to come.