Wurl’s EMEA GM Keith Bedford joins us on this week’s Inside the Stream to explain why FASTs have a big opportunity in streaming sports and some of the early success stories. 

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Netflix has raised its prices again, with its ad-supported plan increasing by one dollar per month and its ad-free plans going up by two dollars. Netflix has the biggest price gap between ad-supported and ad-free plans, suggesting the company is guiding subscribers toward the former. 

Related to price increases, we also discuss how the monthly cost of the top six SVOD services compares to several years ago. We consider this in the context of Ampere’s forecast showing the global SVOD industry will top $200 billion in revenue in 2030. 

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New data from Deloitte’s Digital Media Trends report shows that 68% of consumers now subscribe to at least one ad-supported tier, up from 46% two years ago. The Deloitte data is the latest to highlight how consumers are managing their streaming budgets. We discuss this and other Deloitte findings. 

We also explore the implications of the short-lived Disney-OpenAI deal that unravelled with the demise of Sora, the ongoing push toward CTV-enabled commerce, with Walmart-Vizio and Samsung-Amazon all making announcements this week, and the MLB season opener on Netflix. 

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Advertising continues to gain greater acceptance in the streaming era according to data from Hub. There’s been a gradual decline in the percentage of viewers who can’t tolerate ads from 17% in June ’21 to 12% in December ’25. In addition, 32% of viewers say they’d pay $4-5 more per month to go ad-free vs. 40% four years ago. 63% of 18-34 viewers strongly or somewhat agree that they don’t mind watching TV with ads as much as they used to. 

Elsewhere, Nielsen data shows sports continuing to lead in ad-supported viewing and a report from Tubi shows that for many, creator content is now on a par with premium TV. We discuss all the data.

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