VideoNuze Posts

First up this week we discuss Tubi’s plan to stream the Super Bowl in UHD, a bold move by Fox’s free ad-supported TV service. As we discuss, it’s further evidence of how premium streaming sports experiences are continuing to improve. Next Amazon Prime video set a new viewership record for itself with last weekend’s NFL wild card game. We dive into its ratings gains.

Hub Entertainment Research released new data about consumers sentiments on AI which we dive into. Speaking of AI, complimentary sign up is available for VideoNuze’s next virtual CTV conference on Feb. 25th that will focus on the intersection of CTV and AI.

Last, we discuss VIZIO’s discounted bundle of AMC+ and Starz.

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Talk about events moving fast. Not long after Colin and I recorded and posted this week’s podcast about the Disney-Fubo deal from earlier this week, the three Venu Sports JV partners said they were cancelling the service.

At the end of the podcast we cautioned that with DirecTV and EchoStar raising the possibility of a renewed Venu litigation, the JV partners might have second thoughts. Given the new twist this week’s Inside the Stream is kind of optional listening. Sometimes it’s hard to keep up!

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Happy New Year and welcome to the first podcast of 2025. We’re pleased to have PBS’s Chief Digital and Marketing Officer Ira Rubenstein join us to discuss PBS’s recent partnership with Amazon. Under the deal more than 150 local PBS stations and the PBS Kids channel will be included in the Prime Video FAST section. Two new PBS FAST channels will also be included.

Ira explains how the Amazon deal keeps PBS accessible for those who have cut the cord, don’t have an antenna, etc. PBS is also talking to other potential partners, especially those who can support donations and benefit PBS stations. Beyond the Amazon deal, Ira also shares his thoughts on the broader industry and key changes he’s paying attention to.

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This week Antenna’s Co-Founder and CEO Jonathan Carson joins us for an exclusive interview to discuss the firm’s top streaming insights from 2024. Antenna’s research has become a go-to source of data for executives from around the industry. 

In the interview we dive into a number of findings, including the shift in subscriber growth from paid to ad-supported streaming services, how sports and live events provided the top subscriber acquisition moments in 2024, the role of sports in driving virtual pay-TV operators’ growth and  which promotions worked best for new sign-ups.

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Starz will split off from Lionsgate in 2025 and on today’s podcast we discuss Starz’s streaming strategy, as outlined by CEO Jeffrey Hirsch in a presentation at the UBS Global Media & Communications conference.   

The strategy’s core elements include partnering with big streaming platforms for Starz to be sold as an add-on (a successful approach for smaller services as we learned from Antenna’s Jonathan Carson several months ago), retaining the rights to its own originals and avoiding annual rate increases others like Disney+ have pursued).

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Walmart has closed its $2.3 billion acquisition of VIZIO. As Colin and I discuss on this week’s podcast, there are many opportunities that the deal creates. We focus on a few, including Walmart extending WatchFree+, driving new CTV ad revenue and also broadening the availability of one-click buying and attribution.

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This week Comcast announced its decision to spin out all of its cable networks except Bravo into an independent company. For years cable networks were the financial jewel in the TV industry, driven by both carriage fees pay-TV operators paid to carry them, plus advertising revenues. The shift from analog to digital opened up vast new shelf space which enabled even more cable networks to be created.

But as Colin and I discuss, the Internet and streaming have changed all of that. In the age of cord-cutting, cable networks have become a declining business, and Comcast’s decision to spin off most of its portfolio was inevitable. For a variety of reasons the spin off also paves the way for addition consolidation in the industry.

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