Inside The Stream

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.

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.