Inside The Stream

The Trade Desk’s SVP of the Ventura TV Operating System, Matthew Henick, joins us for a deep dive into Ventura’s competitive positioning and advantages, key challenges, and goals.

Streaming sports continues to boom with Paramount+’s $7.7B deal for UFC rights. A new bundle of ESPN and Fox One recalls Venu Sports. And are Micro Dramas Quibi 2.0?

Disney’s emerging NFL partnership and new global role for Hulu are big strategic shifts in its direct-to-consumer business. Will they bring the growth and engagement Disney needs?

YouTube’s ad revenue growth continues, with relaxed profanity rules poised to push it higher. Can FASTs capitalize on creators’ success for their gain? And HGTV and Peacock have their own challenges.

Comcast is launching a streaming app store ten years too late. Meanwhile, Jeff Bezos is considering buying CNBC, NBCU is launching a sports channel, and linear ads still dominate.

Google TV's intrusive home screen ads highlight how deeply ads are embedded in the connected TV experience. Have TV OS providers become too aggressive in monetizing viewers?

Disney and Hearst have put A+E Global Media up for sale in the latest cable TV divestment; Netflix is still the consumers’ top brand, HBO Max is back, and Apple may pick up F1.

Miles Fisher, Senior Director of Global Ad Platform Partnerships at Roku, discusses the groundbreaking partnership with Amazon Ads. He highlights how this collaboration is set to reshape connected TV advertising by enhancing media availability and improving transaction management. The conversation dives into Roku's impressive growth, viewer engagement strategies, and the shift towards data-driven marketing. Fisher emphasizes the evolving landscape of CTV, the necessity of leveraging first-party data, and the transformative impact this partnership could have on advertising efficacy.

The podcast dives into the dramatic shift in television viewing, revealing how streaming has finally outperformed traditional TV. Tubi's remarkable growth, with over 100 million users, showcases its niche-focused content strategy. There's a fascinating discussion on the appeal of streaming for older audiences, emphasizing classic content and minimal ads. Challenges facing cable TV are explored, alongside the rising dominance of platforms like Netflix and YouTube, fundamentally altering viewer habits. The insights create a compelling picture of the evolving media landscape.

Warner Bros. Discovery is splitting into two companies, reversing much of its corporate, product, and streaming strategies. We dissect what went wrong and how it got that way.