Inside The Stream

More data this week on YouTube’s move to the big screen. Ad attention metrics are spread throughout the day. Cable TV networks are downsizing and more.

Discover the latest Nielsen and Gracenote data unveiling the effectiveness of SVOD libraries. Dive into the surge of sports programming on streaming platforms, with Amazon leading the charge. Explore the dynamic viewing habits across major services, spotlighting YouTube's growing audience engagement. Learn about the shifting landscape of children's content as beloved shows change hands. Lastly, uncover the rise of AI in video generation, specifically how it's reshaping content creation while navigating the challenges of misinformation.

Jonathan Carson, Co-Founder & CEO of Antenna, shares insightful data on the rising popularity of ad-supported SVOD plans. He reveals that many new subscribers prefer these options due to pricing and changing attitudes towards ads. Carson discusses surprising retention rates and how consumers are categorizing themselves based on their ad preferences. He also touches on transformative pricing strategies and Apple TV+'s unique approach to advertising in comparison to giants like Disney and Netflix, highlighting consumer acceptance of ads for cost savings.

ESPN announced its DTC app pricing. Is the price right, and is the bundle discount enough? Max puts HBO back in its name. And updates on Newfronts from YouTube, Amazon, and more. 

The latest quarter's results put Disney on the path to full-year direct-to-consumer profitability. With an ESPN Flagship reveal next week, we discuss pricing and bundling strategy.

TiVo’s new Video Trends report shows that video bundles are simplifying, total video spending is dropping, sports fragmentation is growing, and smart TV loyalty is increasing.

Vevo’s EVP Global Sales, Rob Christensen, joins us to talk about Vevo Evolve, the new data-driven ad platform. Rob also dives into multiplatform success, AI, measurement, CTV, and more.

The TV OS space remains fragmented yet highly influential in viewers’ content choices. New data explains how the big six use that influence to their advantage.

We discuss NAB Show 2025 highlights, including breakthroughs in global distribution for live programming, AI-powered interfaces, and built-in dialog enhancements for TVs.

Join Jonathan Carson, Co-founder and CEO of Antenna Research, as he dives into the latest trends in the streaming world. He discusses how churn rates are stabilizing and the rise of ad-supported plans, shedding light on their impact on subscriber behavior. Carson also explores the competition between YouTube creators and SVOD services, plus Amazon's bold film strategy amidst declining theater attendance. Get insights on the Disney Max bundle's effectiveness in retaining viewers and what these shifts mean for the future of streaming.