Inside The Stream

Netflix gained 13.1 million subscribers in Q4 2023, a company record. We discuss paid sharing, the lower-cost advertising tier, and how they impacted the results.

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?

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.

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.

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.

Netflix’s inaugural engagement report details what subscribers are watching in unprecedented detail. It also reveals surprising insights into the company’s business.

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.

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.

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.

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.