Downstream

Why the "great rebundling" isn't the return of the cable bundle; recalibrating how talent is paid for streaming shows; Paramount twists in the wind; Spulu gets a real name; the NFL makes a deal with Netflix; and Diamond Sports meets with skepticism. Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback M4 iPad Pro Review: Here we go again – Six Colors Is the new Max/Disney+ Bundle Just Cable 2.0? Not Really - Puck Apple, Netflix Amazon Want to Change How They Pay Hollywood Stars - Bloomberg Netflix Reconsiders Its Massive Talent Paydays - Puck Shari Redstone’s Ticking Clock - Puck Netflix and the N.F.L. Sign a Three-Season Deal - The New York Times John Mulaney’s ‘Everybody’s in L.A.’ Was a Live TV Miracle MLB attorney: Loss of Comcast as TV carrier 'devastating' - ESPN NBA, NHL join MLB as skeptics of Diamond Sports reorganization

We revisit the philosophy of binge drops versus weekly releases--because it's complicated. [Downstream+ members also get to hear us discuss the future of Paramount, complicated NBA rights negotiations, and more RSN drama.] Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback Baby Reindeer, Fallout & Binge Game Theory - Puck Welcome to the Entertainment Strategy Guy - Entertainment Strategy Guy TV Grim Reaper | Substack

Is this phase of the streaming wars reaching an endgame? We discuss the fates of Peacock and Paramount+, and consider Max after a year under its new name. Also, we share more listener streaming suggestions! Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback The clock is ticking on Disney’s streaming strategy. - The Verge Peacock’s M&A Endgame - Puck The Paramount Sale: Gerry & The Jeffs Come for Shari’s Baby - Puck It’s Not HBO, It’s Max - Puck

Is it time for a Disney pep talk? We discuss what's working and not working, and how Disney's ready for streaming success if it's willing to change. Plus, streaming advice! [For Downstream+ subscribers only: Disney/Apple bundling and Baseball streaming.] This episode of Downstream is sponsored by: Factor: Healthy, fully-prepared food delivered to your door. Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback The Story of Disney+ - Puck A WWE Business Smackdown With Nick Khan - The Ringer Dropout

Lots of Disney this time! We talk Disney's big succession question, Taylor Swift's Disney+ numbers, and Disney's deal in India. Also, a quick Sports Corner on NFL streaming rights, Spulu, and ESPN as a streaming aggregator. This episode of Downstream is sponsored by: Good Chop: High-quality American meat & seafood. Get $120 off your first 4 boxes with code downstream120. Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback No One Is Ever Ready to Be the Next CEO of Disney - Bloomberg How Disney Makes Money: Media, Entertainment, Parks, and Experiences 'Taylor Swift: The Eras Tour' Most Watched Music Film Disney+ 4.6M Views Disney had big plans in India — here's why it's pulling back NFL announces two exclusive streaming games for 2024 season, including one postseason game ESPN Integrates Regional Sports Network Streams Into Its Main App And Website

Someone new is in charge of Netflix's film output, which lets us ponder the company's past and future film strategy. [Downstream+ members get: Max's new Harry Potter approach, and lessons we could learn from The CW's mid-budget approach to superhero TV.] Links and Show Notes: Video version of the show is on YouTube. Get Downstream+ and don't miss a segment! Submit Feedback Dan Lin to Replace Scott Stuber as Netflix Film Boss Walt Disney Movie President Sean Bailey Exits; David Greenbaum Takes Over Will AI Video Replace Hollywood? - Puck

Fallout from the "Spulu" announcement from Disney, Fox, and WBD continues; picking apart HBO's "Last Week Tonight" YouTube strategy; and what does Peacock have in common with the New York Jets? This episode of Downstream is sponsored by: Good Chop: High-quality American meat & seafood. Get $120 off your first 4 boxes with code downstream120. Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback Fubo sues Fox, Disney, and Warner Bros. to block their combined sports streaming app - The Verge Iger’s ‘Spulu’ Starter Marriage - Puck The Sports Bundle Holy Wars Have Begun - Puck An Interview with Michael Nathanson About Netflix and the Media Industry – Stratechery by Ben Thompson HBO Delays Last Week Tonight With John Oliver Clips Posted on YouTube YouTube dominates TV streaming in US, per Nielsen’s latest report Taskmaster - YouTube

Disney, Fox, and WBD come together to create a sports streaming joint venture, but what does it all mean? [Downstream+ subscribers also get to hear us discuss Disney's Epic investment, Sports Corner updates, and the most streamed originals of last year.] This episode of Downstream is sponsored by: Factor: Healthy, fully-prepared food delivered to your door. Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback ESPN, Fox, WBD to team up ESPN, Fox, WBD to team up (Apple News)

Subtitle: Sports PentagonAfter some Apple Vision Pro opinions, it's time for a veritable Sports Pentagon of topics, including: Regional sports streaming alliances, the NFL cozying up to ESPN, Amazon cozying up to Diamond Sports, and the value of Peacock's streamed playoff game. Links and Show Notes: Get Downstream+ and don't miss a segment! Submit Feedback Julia uses Vision Pro NFL in advanced talks with ESPN to acquire equity stake in network: Sources - The Athletic The NFL May Buy a Stake in ESPN. Is This the Death of the Network’s Journalism? | The Nation Diamond Sports to receive Amazon investment in bankruptcy plan: What does it mean for MLB, NBA, NHL? - The Athletic What the new Diamond-Amazon deal means for MLB, NBA, NHL - ESPN Peacock’s Pyrrhic NFL Victory - Puck Dunkey's Guide to Streaming Services - YouTube

The fate of Paramount Global hangs in the balance, and our favorites of the year. [Downstream+ subscribers get an extra half hour, including RSN collapses and potential streaming solutions, and our predictions for 2024.] This episode of Downstream is sponsored by: Factor: Healthy, fully-prepared food delivered to your door. Links and Show Notes: Favorite movies: "Godzilla Minus One" (JA) and "Oppenheimer" (JS) Favorite TV shows: "Succession" (JA) and either "The Bear" or "Strange New Worlds" (JS) Favorite books: The Subprime Attention Crisis by Tim Hwang, Otaku: Japan’s Database Animals by Hiroki Azuma, and Hiroshima by John Hersey (JA) and The Mountain in the Sea by Ray Nayler and My Murder by Katie Williams (JS) Get Downstream+ and don't miss a segment! Submit Feedback What Is Paramount Actually Worth? - Puck Cortex #150: 2024 Yearly Themes - Relay FM (3) Your Theme - YouTube Paramount’s Sale, YouTube’s Trojan Horse & Netflix’s Next Gamble - Puck