Inside The Stream

Netflix has added another big podcast to its roster, YouTube enhances AI disclosures, Roku revamps its home screen, Xfinity offers YouTube TV, and the FCC faces challenges with vMVPDs and NextGenTV. 

You can find a transcript of this podcast here.

New research from Omdia, Hub, and Antenna underscores the growing importance of advertising in streaming, across FASTs and premium SVOD.

New Disney CEO D’Amaro intends to turn Disney+ into a central hub for Disney fans to engage with all the company’s content and experiences, complete with interactivity. ParamountSkydance has a far less expansive view of Paramount+.

YouTube’s Q1 ad revenue approached $10 billion, up 11%, with subscriptions also growing strongly. And Howdy hit 1 million subscribers, as Roku flexes its distribution muscles.

Netflix reported more steady growth in Q1 as it transitions to maturity. But from advertising to gaming, and live sports to video podcasts, Netflix is staying opportunistic.

Roku now reaches 100 million households, but is far from owning the US market. New Hub data shows Roku and Amazon’s growing role in SVOD aggregation and the messy world of over-the-air TV.

Wurl’s GM of EMEA, Keith Bedford, joins us this week, explaining why FASTs have a big opportunity in streaming sports and some of the early success stories.

Netflix has the largest price gap between ad-free and ad-supported tiers as it also seeks more sports. Ampere forecasts global streaming revenue will exceed $200 billion in 2030.

New Deloitte data highlights the popularity of ad tiers, CTV commerce gets a boost from Walmart and Vizio, the Disney-OpenAI deal is over, and Netflix streams MLB’s opening game.

New Hub data show that ad-supported viewing is gaining acceptance, especially among younger viewers, with sports leading the charge. And creators match premium shows on TV. HP launches a FAST for PCs.