VideoNuze Posts

On this week’s Inside the Stream Colin and I dig into Netflix’s first engagement report, released earlier this week. The report details what subscribers watched during the January-June 2023 period. It includes viewership of over 18,000 titles, which comprises 99% of all viewing on the service. Colin has used the data to make several calculations about Netflix’s overall business. Hopefully other streaming services will share similar data in the future.

Listen to the podcast to learn more (24 minutes, 30 seconds)

Browse all previous podcasts

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

On this week’s Inside the Stream Colin and I first discuss the trend toward SVOD services being bundled with one another. We agree the approach makes sense to cut churn and increase the lifetime value of subscribers. Next, Peacock has hit 30 million paying subscribers, which we believe is a healthy milestone for the three year-old service, though its losses are in the billions of dollars.

Meanwhile, WB Discovery has launched 11 FAST channels on Freevee, and Colin shares his thoughts on why the company could be more aggressive with FASTs. Last up, Disney moved the needle on integrating Hulu by adding a tile in the Disney+ UI for a beta group of subscribers.

Listen to the podcast to learn more (31 minutes, 43 seconds)

Browse all previous podcasts

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

This week on Inside the Stream Colin and I cover a number of different topics that have been in the news. First up, NASCAR has signed new rights deals with TV and streaming partners for nearly $8 billion, a huge increase from its current deals.

Next we discuss new research indicating that non-pay-TV viewers will outpace traditional pay-TV viewers by the end of the year. Then, TikTok is encouraging creators to make longer videos, in a move to compete with YouTube. Last, Hub reports that built-in apps on Smart TVs get greater usage.

Listen to the podcast to learn more (36 minutes, 54 seconds)

Browse all previous podcasts

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

LRG estimates that YouTube TV added 600K subscribers in Q3 ’23, bringing it to a total of 6.5 million subscribers. YouTube TV’s growth is by far the strongest of all pay-TV providers, double the growth of Hulu + Live TV and Fubo, with all traditional providers losing subscribers in Q3.

On this week’s podcast we discuss what’s behind YouTube TV’s growth, and also how sports TV continues to be in flux.

Listen to the podcast to learn more (23 minutes, 36 seconds)

Browse all previous podcasts

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

It’s earnings season, and on this week’s podcast, Colin and I discuss results from Disney, Roku, WB Discovery and Dish. The four companies’ subscriber counts, profitability and shifting business models all provide insights into larger industry trends and challenges.

Listen to the podcast to learn more (37 minutes, 36 seconds)

Browse all previous podcasts

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

Disney has officially begun buying out Comcast’s 33% ownership in Hulu, for at least $8.6 billion. Hulu will become a centerpiece of Disney’s strategy to appeal to a broad range of audiences. Coincidentally former Hulu CEO Jason Kilar recently shared his recommendations for how media companies can succeed in streaming. Can Disney’s big Hulu bet deliver on Kilar’s vision?

Listen to the podcast to learn more (31 minutes, 35 seconds)

Browse all previous podcasts

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS

This week Colin and I explore Nexstar’s assertion that the recent Disney-Charter deal will benefit local TV (Nexstar is the largest owner of local broadcasters in the U.S.). Nexstar points to improved bundling that will stabilize pay-TV and spending on underperforming niche cable networks that can be reallocated to local TV. We also discuss new research showing that YouTube has edged past Netflix in consumption among teenagers.

Listen to the podcast to learn more (24 minutes, 19 seconds)

Browse all previous podcasts

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS