This week, we detail all the numbers you should know from Disney and Paramount's earnings and the comments made by executives during the earnings calls. We discuss the latest subscriber numbers, DTC operating income, ARPU, content spending budgets, Paramount ending free trials and the upcoming Paramount+ price increase. We also debate what Disney's CEO meant when he said that short-form gen-AI UGC will be available on Disney+ in the future. 

We also highlight that, starting in 2026, Apple's MLS Season Pass will be discontinued, and all MLS games will be streamed on the Apple TV service at no additional cost, potentially increasing exposure to MLS content. We break down Amazon's announcement that Prime Video now reaches 315 million monthly viewers globally, and why we don't know what it means, without any details on the methodology. To wrap up, we cover news related to Netflix, Roku, NBC, and Kaltura's plans to acquire eSelf.ai.

Podcast produced by Security Halt Media

This week, we detail Amazon's confirmation that it has begun blocking sideloaded apps on Fire TVs it deems used for piracy, in an effort to restrict users' access to pirated content. We also discuss ITV's confirmation that it is in talks with Comcast-owned Sky about a potential acquisition of its broadcast business, valuing the company at £1.6 billion. We review the latest financial numbers and subscriber counts from Q3 earnings reported by WBD (HBO Max), Xperi, EchoStar (Sling TV), Altice, and AMC Networks, and highlight the strong earnings results from Akamai and Fastly.

Note: I incorrectly stated 'Hulu+ Live TV' when I meant to say 'YouTube TV', and on a second occasion, I meant to say 'YouTube' instead of 'Amazon'. My apologies for the confusion.

Podcast produced by Security Halt Media

This week, we detail Netflix's plans to offer live, dynamic ad insertion (DAI) for NFL games on Christmas and why this is a significant development for the industry. We also debated their new ad viewing definition and the announcement that ads on Netflix now reach more than 190 million MAUs globally. We break down the latest developments on the YouTube TV and Disney Carriage Dispute and how both companies are being disingenuous with users. 

For Q3 earnings data, we highlight Fubo's improving balance sheet, with its net loss shrinking to $18.9 million and churn reduced by 50% year over year. We also detail how Disney will take over advertising sales across Fubo, with Fubo integrating its inventory into Disney’s ecosystem and ad server. Additionally, Fubo announced plans to partner with Disney to expand internationally over the next 18 to 24 months. 

Finally, we discuss how, in their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $ 400 billion, but with no details on what percentage of their AI spend is going toward internal projects, versus selling cloud AI services to other companies. Additionally, quick updates on earnings from Broadpeak and Harmonic, Qwilt's new CEO, and Bending Spoons' $710 million equity raise at a $11 billion pre-money valuation.

Podcast produced by Security Halt Media

This week, I detail Netflix's Q3 earnings, its new interactive ads rolling out this quarter, and discuss its current use cases for GenAI. I also cover the upcoming Max price hikes and the latest WBD acquisition rumors, focusing on the numbers that matter most —revenue, debt, and financial metrics. Also discussed is the new NBA season, with the NBA back on NBC for the first time since 2002, Prime as a new addition to the NBA party, and ESPN returning for its 24th straight season. Finally, I detail the recent F1 viewership numbers on ESPN, FOX Sports' plans to stream the FIFA World Cup 26 in native 4K, and layoffs by Charter Communications and Meta, with more on the way.

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This week, we highlight my review of Amazon's new Vega OS-based Fire TV Stick, which claims to offer "remarkably fast app launches,” but when tested against the Fire TV Stick Max, I found there was no difference in speed. We also detail all the news from Apple regarding its deal with F1, Apple's services chief discussing how Apple approaches the live sports business and Apple's new bundle with Peacock. We also dispute Apple's odd claim that Apple TV has better video quality than other broadcasters because it doesn’t compress its video, and the news that Apple will stream Select Los Angeles Lakers games in Apple’s Immersive on Vision Pro. 

Also covered is the latest news from WBD regarding the launch of CNN All Access, Max now streaming in over 100 markets, and HBO Max ingesting the All Elite Wrestling PPV at native 1080p60 HDR (HLG source), transported at 425mbps JPEG XS and PCM audio directly from the venue. Finally, we cover some of my thoughts on my opening talk at the DanAds conference, where I reinforced the case for prioritizing outcomes over impressions in the CTV industry.

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This week, we highlight all of the comments from Netflix's co-CEO regarding its upcoming release of five Party Games designed for connected TVs. We also detail his remarks on why Netflix doesn't bid for an entire season of NFL games, why Netflix doesn't want to acquire WBD, the impact of their new UI/UX and why trying to copy YouTube is the "dumbest move" a company can make. We also cover some announcements made during Advertising Week NY, with news from NBC, Paramount Skydance, Roku, Snap, The Trade Desk, Sky Media and Fox.

Podcast produced by Security Halt Media

This week, we highlight the stocks of WBD, Disney, Roku, Paramount, Apple, Fubo, and others that have increased by at least 25% over the past six months, with WBD leading the way at 112%. We detail all the latest news related to Peacock, Max, FOX, Fubo, Disney, Versant, Prime Video, the NBA, and YouTube TV, as well as rumors that Yahoo is in advanced talks to sell AOL to Bending Spoons. Finally, we discuss some tips and tricks for increasing exposure on LinkedIn, including recent best practices from the company regarding content focus, length, reposts and new analytic metrics.

Podcast produced by Security Halt Media

This week, we highlight the balance sheets of WBD, Netflix, and Roku, including their market capitalizations, debt, cash, and profit and loss statements, as we examine some high-level merger rumors in the industry, where no one seems to be considering the financials. We also discuss Disney's DTC price increases and the ridiculous comparisons about Kimmel's monologue viewership numbers between TV and YouTube, as some claim Disney has seen "mass" cancellations. 

We cover the unconfirmed news that MLB has agreed to a three-year deal with Netflix for games that include the Home Run Derby and the 2026 opening day game, and highlight how Apple used iPhone 17 Pros to capture and stream live footage of their last Friday Night Baseball game on Apple TV+. Finally, we discuss Roku's unusual comparison, declaring "FAST is the new cable," in their latest report, and highlight the revenue and profit disclosed by vendor Cleeng.

Podcast produced by Security Halt Media

This week, I highlight where the hype lies in AI, where the opportunities lie, and why an "AI-first native strategy" by vendors is the wrong approach. I also explain the importance of AI use cases that boost efficiency versus those that are more disruptive to a given industry, and how AI is truly upending the news media industry. I detail the new financial details released by Versant Media Group, Comcast’s spinoff of the majority of its NBCU cable network portfolio and the importance of understanding the difference between free cash flow and profitability.

I also break down the viewership numbers from Netflix’s Canelo vs. Crawford boxing event, Amazon’s TNF kickoff NFL game, and YouTube’s exclusive live global stream of the NFL game from Brazil, which YouTube originally misreported, resulting in updated numbers that increased by two million viewers a few days later. Also covered are Sky's plan to lay off 600 employees, the NBA's investment arm’s investment in MediaKind, and why Antenna's numbers for ESPN Unlimited and Fox One sign-ups should not be trusted.

Podcast produced by Security Halt Media

This week, I cover the viewership stats from YouTube’s exclusive NFL live global stream, breaking down what the numbers really mean, since many in the media misreported them. I discuss the challenges that the NFL, FOX and ESPN say they have in working with Nielsen, which once again announced it is changing the way it measures viewership, a change that is devoid of impartiality and transparency. 

I also detail the latest news and rumors involving WBD, the upcoming TNT Sports app, and the news that the HBO Max platform will lose live sports in the US next year. Also covered are the rumors that Paramount Skydance wants to make a bid for WBD, and I detail why, if a deal were to happen, it would be far more complex than most realize and would not quickly raise ARPU and reduce churn as some suggest.

Amazon's quality stream for the season kickoff of Thursday Night Football is discussed, along with DISH price increases, DAZN's new multiview feature for select NFL Game Pass subscribers and news that Walmart+ members can choose between the ad-supported plans of Paramount+ and Peacock and switch every 90 days at no additional cost. 

Finally, I provide context on the news that Vimeo has agreed to be acquired by Bending Spoons in an all-cash transaction valued at approximately $1.38 billion, and I detail the numbers from Vimeo's balance sheet that most people are not looking at but should be.

Podcast produced by Security Halt Media