How much time do Netflix subscribers spend watching top titles? How many people stream first when turning on the TV? How influential is mobile on TV viewing?

Are you partnering with the right TV OS provider? You’ll find out this week as I reveal the penetration and programmatic ad revenue leaders and discuss why it matters.

This week, we look at the LLM video licensing market, how AI simplifies complex tools, cloud solutions to help pay TV to survive, and how the NAB show’s star is fading.

This week, Netflix Co-CEO Ted Sarandos was appealing to YouTube creators and twisting the knife in the movie theater business. Will creators and theater owners pay attention?   

People have reached their limit on paying SVOD price increases despite spending less overall on entertainment than in 2014. Why don’t people feel the savings? Listen on to find out why.  

May 2025 marks the second anniversary of HBO Max's renaming to Max. In that time, WB Discovery has failed to establish a clear differentiation for Max and is paying the price.

How many people subscribe to generative AI services and use Amazon to consolidate their SVOD services? Bango’s Giles Tongue has new data that reveals the answers and more. Bango's free report, which is discussed in this podcast, is available here. 

While much television viewing has switched to streaming, much of the revenue has not. But that is changing, and viewers are already reaping the benefits in their pocketbooks.

The 2H 2024 Netflix Watch Report shows the hours streamed were about the same as in 1H 2023. However, per-subscriber engagement is down 20%. Fewer titles and originals could be to blame.

Revy's fight with The Trade Desk has spilled into the trade press. In this interview, Revry’s co-founders explain why all specialty, niche, and fan-forward providers could be affected.