Disney’s emerging NFL partnership and new global role for Hulu are big strategic shifts in its direct-to-consumer business. Will they bring the growth and engagement Disney needs?

YouTube’s ad revenue growth continues, with relaxed profanity rules poised to push it higher. Can FASTs capitalize on creators’ success for their gain? And HGTV and Peacock have their own challenges.

Comcast is launching a streaming app store ten years too late. Meanwhile, Jeff Bezos is considering buying CNBC, NBCU is launching a sports channel, and linear ads still dominate.

Google TV's intrusive home screen ads highlight how deeply ads are embedded in the connected TV experience. Have TV OS providers become too aggressive in monetizing viewers?

Disney and Hearst have put A+E Global Media up for sale in the latest cable TV divestment; Netflix is still the consumers’ top brand, HBO Max is back, and Apple may pick up F1.

Roku’s Senior Director, global ad platform partnerships and biz dev, Miles Fisher, joins us for a deep dive into how Roku’s new Amazon Ads partnership will drive CTV’s full funnel future.

Nielsen’s The Gauge shows TV streaming time beat broadcast plus cable TV for the first time in May 2025. We discuss why and how Fox’s Tubi is helping drive the trend.

Warner Bros. Discovery is splitting into two companies, reversing much of its corporate, product, and streaming strategies. We dissect what went wrong and how it got that way.

More data this week on YouTube’s move to the big screen. Ad attention metrics are spread throughout the day. Cable TV networks are downsizing and more.

SVOD library composition and effectiveness are revealed in new Nielsen and Gracenote data. YouTube’s dominance on TV grows, and Google’s startling genAI tools.