Disney’s TV strategy is confusing in many ways. This week, we look at three issues: zombie subscribers, password-sharing curbs, and flexibility with traditional pay TV operators.

Comparing Vizio vs. Roku in Q2 2024 shows Roku extended its lead in terms of active accounts. However, Vizio is catching up fast in the important areas of ARPU and engagement.

SVOD grew its share of US home entertainment spending in Q2 2024 by a massive 7%. It took all its share gains from MVPD and vMVPDs, but they still dominate spending.

Fubo’s sports-oriented vMVPD has consistently delivered solid growth since its launch. So, why does it think Venu Sports, the Disney-Fox-WD Discovery sports JV, is such a huge threat? With Brett Sappington of Sappington Media.

Fishtank used Livepeer’s blockchain-powered network to let the audience pay to participate in its live reality show. The model helped create a multi-million-dollar franchise.

Younger viewers have dumped TV for short-form video, which is a problem for Hollywood. It doesn’t understand the short-form medium and is losing badly to those that do. 

How did Curiosity Stream achieve profitability? The company’s President and CEO explained that an advanced distribution strategy is essential and that GenAI is part of its future.

The incoming New Paramount CEO thinks the ultimate bundle is what viewers and service providers want. But is the market really crying out for a “one stop-shop with a nice EPG”?

Akta has just integrated its video platform with Google’s Gemini. In this interview, Akta’s Chairman explains how editors use the solution to cut summary clip creation by 90%.

SVOD providers try to avoid customers who come for one show and then cancel. But Magid’s EVP of Global Media says a large group of high churners are worth chasing.