Inside The Stream

Disney’s $8.6 billion buyout of Comcast’s Hulu share has begun. Former Hulu chief Jason Kilar laid out his plan for streaming success, but can Disney achieve it once the Comcast deal is done?

Eluvio’s Media Wallet won IBC’s Best of Show 2023. The company’s CEO explains the solution and how Eluvio’s content fabric handles all TV business models with disruptive pricing and performance.

Netflix added nearly 9 million global subscribers in Q3 2023. The company credited the password sharing clampdown, which it calls paid sharing, with the gain. But did ad plans and the show Suits help, too?

Nexstar says the recent Disney-Charter deal will benefit local broadcasters, but how strong is its case? YouTube leads Netflix among teens and boosts its TV influence.

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.

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.

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

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.

Charter and Disney are at a standoff over rates, bundling, and how DTC apps are treated. Neither side is blinking, and the future direction of linear TV distribution is up for grabs.

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.