This week on Inside the Stream, Canela Media’s global president Philippe Guelton joins us to talk about how the company is tapping AI for content and character creation, user experience and monetization. Canela Media target the U.S. Hispanic market with culturally relevant content. As Philippe describes, a key initiative is Club Canela, a loyalty program which features an AI-generated virtual host named Diego. AI is also leaning into creating microdramas, and using data to better understand its audiences. 

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This week on Inside the Stream we interview Doug McNamee, President of Field & Stream and Nick Rhodes, CEO of Outdoor America Holdings on their new partnership to rebrand Outdoor America’s FAST channel as Field & Stream TV. Doug and Nick discuss the reasons behind the rebrand, the content strategy and where Field & Stream TV fits in the overall outdoor media industry, which has many popular YouTube personalities. They also discuss how Field & Stream TV will be monetized and various opportunities ahead.  

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Fubo’s deal with Disney has closed and during this week’s earnings call Fubo outlined the path forward. We discuss the four areas of benefit which were identified and what the future might look like. 

Then we explore Netflix’s new Monthly Active Viewers metric, which is defined as those who watched at least one minute of ads on Netflix per month, multiplied by Netflix’s estimated average number of people in a household. Netflix said it now has 190 million MAVs globally. We explore whether this a valuable metric or not. Last, we dig into new data from Gracenote which shows FAST growth and viewers’ frustrations. 

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First up this week, Fox reported that Tubi turned profitable for the first time this past quarter, with revenue up 27% and view time up 18%. Tubi has been a major ad-supported streaming success story.  

Speaking of success stories, next we discuss YouTube, which keeps growing. Alphabet reported that YouTube’s ad revenue in Q3 was $10.3 billion, up 15% vs. the prior year. Shorts is a particular highlight for the company, which separately announced voluntary buyouts this week. 

On the flip side, we discuss how Peacock’s subscribers have been stuck at 41 million for the past 3 quarters. In fact they’re up just 7 million since the end of Q1 ’24. While losses have declined, the $2.5 billion per year NBA rights deal is going to weigh on future profitability. And as we discuss, it’s not clear how many longer term subscribers the NBA games will drive.  

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