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PBS lost federal funding and is ripping out its 330-station backbone for LTN's IP network. I unpack what a budget-forced buyer looks like, why 59% skip AI video features, and Roku's 24% profit jump ahead of its Fox merger.
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Net Insight's revenue dropped 29% this quarter, yet margins improved as it shifts to software. I unpack what that split means for buyers and vendors.
Plus: the NFL Sunday Ticket verdict is back, and the EU AI Act's deepfake rules carry fines up to 3% of global turnover.
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Disney+ just swapped HEVC for VP9 to dodge InterDigital's patent fight -- and InterDigital filed a new complaint over VP9 too. I unpack why this is a brand problem, not just an engineering fix, plus Flawless's collapse after $100M raised and auto ad spend topping linear TV.
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Fox just extended its agentic ad platform to WPP, Omnicom, Stagwell, and Horizon, letting agencies negotiate linear TV inventory directly with Fox AdStudio.
I break down what that means for premium video buyers, plus Skydance's leadership shakeup and Chile's piracy crackdown.
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Channel 4 is putting its live channel inside Disney+, not just licensing shows.
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V-Nova claims LCEVC lifts security camera density 2.3x per chip while cutting AI inference load.
I unpack why that's a positioning play for vendors, plus record $2.7B political CTV ad spend and new FTC scrutiny on cancellation discounts.
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Instagram is testing 90-minute uploads to challenge YouTube, but without YouTube's 55% revenue share, will top creators bite? I unpack what that means for marketers, plus Meta's real-time AI piracy detection and why CTV buyers are bypassing DSPs.
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NDTV just shrank 15-to-18-minute ad breaks for FAST and CTV using Amagi's AdFlow Orchestrator, reshaping SCTE-35 markers without touching the master feed.
I break down why this is really an operations story, not just an ad play, and what it means for FAST buyers and sellers.
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I break down why Disney+ lacking dynamic ad insertion matters, plus Netflix's exit from the Warner Bros. Discovery bid and LinkedIn's new CTV ad targeting on DV360. Subscribe for the business read on streaming news.
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Blackmagic just raised prices on 36 products — one switcher jumped $6,965 — as AI's memory demand doubles DRAM costs. I unpack what that means for buyers, plus Runway's CEO predicting AI replaces actors and a fight over encrypted NextGen TV alerts.
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