Inside The Stream

insidethestream
undefined
Oct 6, 2023 • 26min

Xumo Stream Box is good for cable but limited elsewhere

Xumo’s new Stream Box has begun its rollout by corporate parents Charter and Comcast. We discuss why the box is the right move for them but has limited use elsewhere.
undefined
Sep 29, 2023 • 23min

Inside the Stream – TV services used, Disney+ sharing, Prime Video ads

This week, we discuss the decline in TV services used by viewers, the Disney+ password-sharing crackdown, Prime Video ads, and the cable ad revenue decline.
undefined
Sep 22, 2023 • 27min

Inside the Stream: Generative AI-powered innovation at IBC 2023

Innovation was abundant at IBC 2023, with new AI-powered solutions delivering instant speaker fact-checks, regionally optimized movie marketing, and personalized highlight reels.
undefined
Sep 15, 2023 • 26min

Charter-Disney II, Eluvio, Gracenote for FASTs, Hulu Ownership

Charter and Disney settled their dispute, and we discuss the outcome. Also, this week, Eluvio’s streaming platform, Gracenote for FAST discoverability, and Hulu’s ownership puzzle.
undefined
Sep 8, 2023 • 27min

Charter-Disney Dispute Breaking the Big TV Bundle

Charter and Disney are in a standoff over rates and bundling, while the future of linear TV distribution is uncertain. YouTube's CTV redesign and innovative streaming video ads are highlighted. The impact of YouTube TV's billing process and the potential consequences of the Charter-Disney dispute on sports fans and Disney's financials are also discussed.
undefined
Sep 1, 2023 • 24min

Broadcaster SVODs struggle, but their FASTs flourish

Broadcaster SVOD services are struggling to compete with CTVs elite, but their FASTs are doing great. SVOD services that added ad-tiers late suffer a long-term disadvantage.
undefined
Aug 25, 2023 • 28min

FASTs Everywhere: TCL, Fire TV, Google TV, Cox Media

Free ad-supported TV (FAST) continues to expand, and this week, we discuss new initiatives from TCL, Fire TV, Google TV, and Cox Media Group.
undefined
Aug 18, 2023 • 27min

Linear TV and pay TV share, subtitles, Roku locals

Nielsen says that linear TV fell below half of July viewing. Is it right? Q2 2023 pay TV losses continue. Watching with subtitles is the default for many. And The Roku Channel adds local Fox and CBS stations.
undefined
Aug 11, 2023 • 31min

Disney’s D2C profitability seems on track, but at what cost?

Disney made progress toward direct-to-consumer profitability in the last quarter. Another Disney+ price increase and password-sharing curbs could finish the job on schedule in 2024. But at what cost?
undefined
Aug 4, 2023 • 22min

WB Discovery Loses DTC Subscribers in Q2 2023

In Q2 2023, WB Discovery lost 1.8 million DTC subscribers globally, though it recorded a slight increase in ARPU. We discuss the loss, DTC profitability, and what to expect going forward.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app