On today's podcast episode, we discuss what to make of Google deciding to keep cookies, whether a Spotify for movies service could work, if people will want to have a conversation with their newspaper, if Disney can be as addictive as Netflix, why there are more Olympic teams than countries, and more. Tune in to the discussion with host Marcus Johnson, our analysts Ross Benes and Blake Droesch, and vice president of content Paul Verna.
On today's podcast episode, we discuss why Netflix was able to grow subscribers and revenue by such an unexpected amount, the biggest question surrounding its ads business, and the most significant threat facing Netflix at the moment. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.
NBA lands historic media deals: New agreements with Disney, NBC, and Amazon promise expanded coverage and increased accessibility for fans.
Bundles solidify streaming leaders’ dominance: Warner Bros. and Disney are offering a heavily discounted bundle ahead of Venu Sports launch.
YouTube's growth continues: Ad revenues rise, Shorts’ outlook improves, and AI tools expand despite challenges from competition and ad blockers.
ViX subscriptions offset TelevisaUnivision’s linear drop off: The Spanish-language media company expects its streaming service to post a profit this year.
Netflix viewership grows thanks to hit show ‘Bridgerton’: While Netflix is seeing gains, it still falls behind NBCU, YouTube, and Disney.
Netflix games is still hanging on: The company announced it’s working on 80 games, and recently launched a first-ever hub for its titles.
Peacock's Q2 performance is mixed: Subscriber drop contrasts with reduced losses, as the streamer leans into price hikes and exclusive content.
Netflix CFO Spencer Neumann is optimistic about the future of ads on Netflix. “When you get into ‘26 and beyond, [advertising] can be even more meaningful and, hopefully, it becomes to the point where it is a primary [revenue] contributor, given all of that engagement and reach that we’re building,” he said on the company’s earnings call last week.
Netflix’s struggling ad business suffers another exec departure: Peter Naylor left the company after it softened its ad outlook for the next two years.
A struggling Warner Bros. looks to pivot: The company could split digital and linear assets to lighten the weight of debt on its streaming ventures.
Apple TV+ looks to curb spending on originals: Despite investing $20 billion, the streamer only owns 0.2% of time spent with TV.
Netflix reports strong Q2 growth: Subscribers surged to 8.05 million, with ad-supported tier driving revenues and engagement.
On today’s podcast episode, we discuss the future of streaming, which streaming service stands out above the rest, how streamers are bringing more sports programming online, and what kind of programming people watch. Listen to the discussion as host Marcus Johnson welcomes analysts Paul Verna and Daniel Konstantinovic to the podcast.
YouTube data controversy: Major AI players, including Nvidia and Apple, are facing creator backlash after accusations of YouTube data scraping, highlighting the risks of relying on nonconsensual data sources. Read online
Disney has a youth problem: YouTube is increasingly the destination for children's content, which doesn't bode well for the House of Mouse.
Warner Bros. Discovery layoffs indicate deeper issues: Analysts suggest asset sales or restructuring to manage debt and refocus on growth areas.
FIFA’s streaming rights struggle reflects the changing landscape: Major streamers already have multi billion-dollar commitments, but a lower price could drive interest from smaller services.
YouTube adds text-to-speech and captions to Shorts: The platform upgrades its creator tools to compete with TikTok and attract younger audiences.