Inside The Stream

Disney has taken the bold and risky step of licensing the use of 200 characters to OpenAI’s Sora. Meanwhile, who’s going to win the raging battle for Warner Bros. Discovery?

Will MS Now’s plan to transform itself from a cable news network into a streaming and community hub work? Amazon has engagement issues. And microdramas are surging.

Canela Media’s global president, Phillipe Guelton, describes how the company is tapping AI for content creation, user experience, and monetization.

Field & Stream and Outdoor America have joined forces to launch Field & Stream TV, a new FAST offering. Company executives join us to explain their strategy.

Fubo posted its Q3 results and integration plans with Disney, Netflix introduced a new ad metric called Monthly Active Viewers and Gracenote’s data reveals streaming’s value.

In earnings news this week, Tubi has turned profitable, YouTube notched another $10 billion quarter in US ad revenue, and Peacock’s subscriber count is stuck in neutral. 

Netflix reported Q3 results this week, saying 2025 ad revenue will double and engagement is rising, but by how much? And is the NBA a ticket to Peacock’s success or a poison pill?

How effective is a specific title at acquiring, retaining, and engaging viewers? Antenna’s CEO, Jonathan Carson, explains how his firm’s new Subscriber Views delivers the answers.

Netflix looks poised to equalize average revenue per member between ad and ad-free viewers. The Trade Desk scored a win with DirecTV for its Ventura TV OS, as did Fubo with ESPN.

New data from Wurl reveals renewed growth in viewership for FAST channels. But monetization challenges remain, particularly for those outside the top tier.