Fubo wants consumers on its side against its looming sports streaming rival: While its points about fractured streaming are true, consumers likely won’t budge.

Nvidia unveils its Blackwell AI platform: It showed off its latest AI hardware at a much-hyped conference, but investors always want more. Restrained pricing indicates growing competition.

While TikTok’s fate is in limbo, the sharks circle round: Surveys show strong support for Reels if the app is banned, while China says it doesn’t support a forced sale.

On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.

If TikTok is banned, can ByteDance bring Douyin to the US? The company is trying to answer that question by testing Douyin on US browsers.

Can Spotify make video work? The audio app is adding music videos in a bid to tap into strong viewership and develop lucrative ad placements.

Apple recruits ad execs, signaling a shift to ad-supported Apple TV+: It’s a move to sustain its streaming service amidst rising content costs.

Its TikTok Photos app could attract and engage users, potentially becoming Instagram’s top competitor in photo sharing. But a TikTok ban could delay competition.

Ad-supported streaming and live sports are accelerating pay TV’s decline: The largest pay TV providers lost 5 million subscribers in 2023, while SVOD’s market share grew.

Streaming platforms face tough Oscars night, with Netflix winning only one award and Apple TV+'s 'Killers' left empty-handed: Traditional studios continue their dominance.

On today's podcast episode, we discuss what the hell happened—and is happening—to online ads, whether the video streaming boom is officially over, the next big wearable category, what happens when the First Amendment collides with social media, what the world would look like if there were only 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Blake Droesch.

All eyes are on streaming. Last year, non-pay TV viewers surpassed traditional pay TV viewers in the US, per our forecast. Years of streaming platform proliferation are over, yielding to consolidation and fragmented ad measurement. Bundles between streaming platforms and partnerships with retail media platforms are forming, leaving media buyers with a headache over how to strategize.

Netflix’s next sports bet is a live boxing event: A matchup between legend Mike Tyson and rising star Jake Paul will offer another chance for Netflix to prove its live capabilities.

Apple's 13 Oscar nominations for 'Killers' and 'Napoleon' underscore its $700 million film investment: The strategy enriches its Hollywood presence and streaming allure.

On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.

A House committee unanimously votes to advance a bipartisan bill to ban TikTok unless ByteDance divests. The bill could affect other foreign-controlled apps but requires Big Tech’s involvement.

OTT will account for more than half (53.5%) of US video subscription revenues by 2025, when it will reach $71.92 billion, according to our December 2023 forecast.

Warner Bros. Discovery unveils password-sharing timeline: The streamer will begin its crackdown on Max this year before a wide 2025 rollout.

Fox is underestimating the power of its sports streaming offering: CEO says it will only net 5 million subscribers in five years, but that’s likely a negotiating tactic.

Amid streaming competition, ‘Dune: Part Two’ $178 million global opening underscores the enduring appeal of cinematic spectacles: It’s a win for theaters—for now.