Inside The Stream

Some big SVOD services are cutting content from their libraries, including certain originals. How much will this weaken their value propositions, and how will subscribers react?

This week we dissect Netflix’s account-sharing cap, which is currently rolling out in the US. We also explain why Comcast’s new NOW TV streaming service has limited appeal.

MoffettNathansen says traditional pay TV is being crushed by overlapping “doom loops.” We look at how sports, news, and entertainment are locked in the loops too.

Most media and technology companies have now reported Q1 ‘23 results. We dig into who’s up, who’s down, and who’s a pick ‘em, and where they might be headed.

Will attended the 2023 IAB NewFronts; we discussed his five key takeaways (hints: CTV dominates, Full-funnel ahead, FAST concerns, Platform/glass ownership advantages, and Shoutouts.)

YouTube has four priorities, with CTV at number two. Pluto TV gets into live streaming, bolstering the Paramount D2C ecosystem. AI Drake has implications throughout the industry.

Netflix’s Q1 ‘23 results suggest strong future revenue growth from its ad-supported tier and upcoming account-sharing curbs. We share some rough math to illustrate. Listen on to learn more. 

Warner Bros. Discovery finally unveiled “Max” this week, which seems more “Min” (as in Minimum) to us. And can Google TV catch up to Roku domestically? 

Average U.S. household spending on SVOD has grown strongly for the last decade. But with the industry maturing, will it continue to increase? We discuss eight factors that will influence the answer.

In October 2021, Sky introduced “Sky Glass,” including a Sky-branded smart TV, Sky Stream (a satellite TV via streaming service), and aggregated CTV apps. We discuss why the strategy looks right, but the execution seems wrong.