VideoNuze Posts

Big TV manufacturers made news at CES with new models and improved viewer experiences. Meanwhile NBCUniversal and Disney stepped up their ad games with announcements of many new initiatives. Separate, Netflix said it now has 23 million monthly active users, up 8 million in the past couple of months. Lastly, Amazon announced broad headcount cuts to Prime Video, MGM and Twitch.

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Keeping with our annual new year’s tradition, this week Colin and I offer our top predictions for streaming TV in 2024. They cover a wide range of topics including SVOD, CTV ads, TV OS, sports, FASTs, AI, cord-cutting and more. Let us know what you think - agree or disagree with us?

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This week on Inside the Stream we discuss our top 10 streaming video stories of 2023. As longtime listeners know, the top 10 countdown is our tradition for the final podcast of the year.

In 2023, our top picks include the rise of smart TVs, the Actors and Writers strikes, TV OS wars, CTV advertising, traditional TV’s continued fall, Disney acquiring the rest of Hulu, YouTube’s growth, SVODs drive for profitability, sports migration to online and Netflix remaining the king of SVOD. We dive into all of them and explain why each is significant. Let us know what you think of our top 10 - did we miss anything?

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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.

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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.

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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.

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