Inside The Stream

YouTube will pay $2 billion annually for NFL Sunday Ticket after DirecTV and Apple passed. We dig into the deal’s economics, identifying the key variables that will drive YouTube’s profitability.

In 2022, we saw the shortest-lived SVOD ever, Thursday Night Football moved to streaming, SVODs became HVODs, and a streaming linear service reached $1B. Here are the 2022 top ten streaming video stories.

World Cup streaming delivers, but where’s the 4K wow? Netflix offers advertisers refunds for viewership shortfalls. What’s the new home for HBO Max’s Westworld? And music and holiday channels abound in FASTs.

Amazon Channels, a new entertainment brand, and churn reduction are key parts of Warner Bros. Discovery’s 2023 strategy. Will it help dig out from under the massive debt the company carries?

AMC’s CEO has departed, and employees face large-scale layoffs. The company’s chairman says the disarray in the streaming market is to blame. Other programmers are feeling the pinch too.

Participants at the CTV Ad Brand Suitability Summit this week were bullish on the future of connected TV. But they also see challenges with ad transparency, frequency management, and measurement.

Disney’s direct-to-consumer business lost $4 billion in the last year, with Disney+ likely shouldering much of the responsibility. The company says it will make the business profitable in 2024. Can it get there?

Roku added 2 million active users in Q3 2022, with ARPU up by 10% versus last year. So, why did the stock price plunge? The outlook for Q4 is gloomy, and competition in key markets is heating up.

The third quarter brings record Comcast video sub losses, and a 40% price rise could do the same for Apple TV+. YouTube revenue disappoints, while Disney dreams of Theme Park and Disney+ convergence.

A return to subscriber growth made Netflix executives happy this week. But curbs on password-sharing and ad sales will cheer Wall Street in 2023 and beyond.