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.]

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.

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.]

Video version of the show is on YouTube.

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?

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.]

After 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.

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.]

It's finally happened: Netflix has made its viewing data public... via an Excel spreadsheet? Also: Disney+ and Hulu get connected in the U.S., it might be the endgame for Paramount Global, and your letters!

The holiday season is peak streaming season, too! We discuss the seasonal opportunities for streamers, plus: letters! [Downstream+ subscribers also get: Amazon's Black Friday NFL experiment, YouTube & Sunday Ticket, and the coming sports/RSN implosion.]

Disney's going to own all of Hulu. Does this uniquely position them to be the most legitimate challenger to Netflix? We also discuss the power of platforms, Apple's "Napoleon" opportunity, and Disney's Marvel experimentation.