Inscape research reveals that virtually all VIZIO smart TV owners are streaming. Max raised rates—but only on ad-free tiers. Streaming satisfaction scores are off the charts.

The Memorial Day box office plummeted 36%.  Latency, unnatural breaks, and slates are hurting ad experiences. Netflix’s bundling angle is unclear—all this and more in this week’s podcast.

Comcast’s $15 StreamSaver bundle is great value. Combine it with Disney’s $15 Trio Basic bundle and streaming’s value prop is stronger than ever. But who are the bundles for?

Netflix boasts 40 million ad-tier subscribers, positioning it as a frontrunner in streaming bundles. The partnership with Roku and Major League Baseball marks a pivotal shift in sports streaming. The acquisition of NFL streaming rights for Christmas 2025 highlights their shift toward live sports. Additionally, Netflix is set to revolutionize the ad-supported landscape with new tech and potential bundling opportunities. The exploration of immersive experiences via Roblox could further strengthen their competitive edge.

How did Amazon Prime Video vault to the top of the chart in ad-tier subscribers? Is Disney’s DTC progress sustainable? Get the answers and much more in this week’s podcast!

This week’s NewFronts highlighted three key and interlocking themes: TV OEMs’ emphasis on FASTs, AI’s role in driving video ads’ value, and CTV evolving to the full funnel.

Wurl released its new AI-powered BrandDiscovery product. CEO Ron Gutman says it makes CTV ads context-sensitive, and AI will make ads more targeted and valuable.

AI loomed large at NAB 2024, with solutions exposing new video revenue opportunities. The blockchain delivers big encoding savings and how to cut TV power use by half.

AI is revolutionizing the value chain of video creation, delivery, and discovery. The Cineverse-Gracenote partnership and other initiatives show how.

TiVo’s Q4 2023 Video Trends Report showed that paid services used flattened while free services grew. Churn, discovery, and operator STB streaming were some of our other highlights.