The top theme of the Shift conference was that TV needs a better ad experience if it is to stop the audience leaking away to ad-free SVOD. Is there a solution to this intractable problem?

We discuss the new cable channel owned Philo vMVPD service and some of the cool things we spotted in the results reported by Roku after its first quarter as a public company.

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After five years, Netflix impact on Danish media has been profound. For example, 10% of TV revenue formally spent locally now comes to the US.

The Justice Department has decided to force conditions on the AT&T-Time Warner deal that make it unpalatable for both companies. There seems no real reason for this position, and the approach threatens to seriously hamper traditional TV companies as they seek to compete online.

Estimates put the losses of the pay TV industry in Q3 at 1 million subscribers. vMVPDs like Sling TV gained 0.9 million customers in Q3. Are people cutting the cord and switching to vMVPDs?

Hulu CEO Mark Hopkins left Hulu and several Amazon content executives left Amazon. What does it mean for both companies?

Netflix exceeded its own expectations in Q2 2017, gaining 5.3 million new subscribers. Was it the ballooning original content budget the delivered the subscribers? Execs at the company don’t seem to know.

In this round-the-horn podcast edition, we discuss four stories: Disney’s Movies Anywhere triumph, the rise and rise of on-demand viewing, Amazon’s shift toward ads, and streaming sports.

Two icons of the television era have come under the spell of the online. Star Trek: Discovery launched on CBS All Access and YouTube TV will sponsor the baseball World Series. We discuss the implications of both.

New research from GfK shows that consumers have very specific expectations for the cost of SVOD services. We talked with GfK’s David Tice, SVP of Media and Entertainment, about the data and what it could mean for Disney’s 2019 SVOD service.