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Inside The Stream

Latest episodes

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Jan 19, 2024 • 29min

Was Peacock’s NFL Exclusive a Success?

NBCU hailed Peacock’s streaming exclusive of the Chiefs-Dolphins wildcard game a success, but was it? Did it get a big bump in incremental subscribers, and will they stick around?
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Jan 12, 2024 • 28min

CES Highlights, NBCU and Disney Step Up in Ads, Netflix Growth

Big TV manufacturers made big news at CES, while NBCU and Disney stepped up their ad games. Meanwhile, Netflix has grown ad-tier users, and Amazon’s headcount is shrinking.
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Jan 5, 2024 • 28min

Streaming TV Predictions for 2024

2024 is shaping up to be another exciting year for streaming TV. We share our top predictions, focusing on SVOD, CTV, TV OS, sports, FASTs, AI, cord-cutting, and more.
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Dec 22, 2023 • 38min

The 2023 Top Ten Streaming Video Stories

This year, SVODs switched strategy, YouTube pumped up premium, Disney consolidated its position, and the streaming king weathered a storm of competition. Listen on for the top 10 streaming video stories of 2023.
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Dec 15, 2023 • 25min

Surprises revealed by Netflix’s engagement report

Netflix’s inaugural engagement report details what subscribers are watching in unprecedented detail. It also reveals surprising insights into the company’s business.
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Dec 8, 2023 • 32min

SVOD Bundling, Peacock Hits 30M, WBD FASTs, Hulu’s D+ Tile

Competitor SVODs are bundling up to cut churn and boost lifetime value. Peacock reaches 30 million subscribers, while WB Discovery’s FAST strategy raises questions.
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Dec 1, 2023 • 46min

NASCAR’s $8B Rights Deals, D2C vs. Pay-TV, TikTok vs. YouTube

NASCAR has a new $7.7 billion rights deal, Insider Intelligence says cord-cutters dominate in the US, TikTok is challenging YouTube, and Smart TVs are growing in importance.
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Nov 17, 2023 • 24min

YouTube TV’s Strong Q3, Sports in Flux

According to LRG estimates, YouTube TV had a strong Q3, adding 600K subscribers. We discuss the role of Sunday Ticket and the changing nature of sports distribution.
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Nov 10, 2023 • 46min

Disney, Roku, WB Discovery, and Dish Q3 results

It’s earning season! We discuss Disney’s D2C progress, Roku’s subscriber growth and ad revenue, WB Discovery’s lost subs and increased revenue, and Dish’s satellite loss and Sling TV gain.
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Nov 3, 2023 • 39min

Will Disney’s Big Hulu Bet Deliver on Kilar’s Success Plan?

Disney’s $8.6 billion buyout of Comcast’s Hulu share has begun. Former Hulu chief Jason Kilar laid out his plan for streaming success, but can Disney achieve it once the Comcast deal is done?

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