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Welcome to this week’s edition of Inside the Stream, the podcast where nScreenMedia’s Chief Analyst Colin Dixon and I take listeners inside the world of streaming video.

Earlier this week ViacomCBS and Comcast announced a partnership to launch “SkyShowtime,” a new SVOD service launching in 2022 in over 20 European territories with over 90 million homes. On today’s podcast Colin and I discuss why the companies chose to partner, especially since they have incumbent services in Peacock and Paramount+, rather than go it alone.

As Colin explains, the key here is content - both quality and quantity. The minimum size and selection of content required to be competitive in SVOD, especially in Europe, just keeps getting bigger. Colin brings his insights about the European market to our discussion. Importantly, he discusses the critical role that the big local broadcasters play as well as the “30% rule” for locally-produced content.

Another topic we explore is how this partnership signals a further evolution for Comcast from a primarily U.S.-focused company to one where a full global presence may be in the cards longer-term. Another intriguing question Colin raises is why, given the relatively unknown “Showtime” brand in Europe, it was incorporated into the service’s name.

Listen to the podcast (26 minutes, 5 seconds)

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