The outstanding performance of Roku in Q3 2018 is the subject of our discussion this week. We discuss the numbers, the pivot away from hardware sales, the consumer proposition, ad revenue opportunity, and future challenges.

Comcast Q3 2018 results were great, boosted by outstanding broadband growth and slightly lower video losses. However, there are underlying trends that suggest Comcast needs new video products to woo broadband-only consumers to sign-up for more.

WarnerMedia announced it would shutter Filmstruck at the end of November. We discuss the decision and why it might have been a mistake. We also interview the CMO of Fandor. The service is seeking to fill the void left by Filmstruck’s demise.

WarnerMedia plans to boost HBO’s reach by pairing it with content from Turner, and Warner Bros. What price will the service be, and can it succeed? YouTube TV is again sponsoring the World Series. Will the investment pay off?

Netflix is conflicted about competition and may be engaged in racial profiling. NBCU Sports delivers a $69.99 Snow Pass. New fitted AR glasses could be a breakout product. Two companies come together to build the Star Trek Holodeck.

How are direct-to-consumer video services improving the performance of their business? They are leading with their brand, being flexible with their business model, and marketing to their subscribers. fuboTV has learned these lessons well as it continues to grow strongly.

At Videoscape in London on October 10th, I interviewed John Armah, COO of Marquee TV. Tracy and I break down what he had to say and discuss the opportunity for this performing arts SVOD service.

In this interview with Bhavesh Vaghela, CEO of Paywizard, he offers advice to video providers on how to improve the performance of their business. Much of his advice boils down to one simple goal: make the customer feel wanted.

Freewheel reports a big acceleration in ad views online. Direct to consumer ad-supported services are helping drive the trend. The human touch in programmatic advertising is still key to its success.

In this week’s episode, we talk about interactive storytelling from Netflix. Innovid’s CTO joins us to discuss how the company is enabling interactive ads across many connected TV devices.