Curating all the streaming media industry news of the week that matters most, in 30 minutes. Unvarnished, unscripted and providing you with the data and analysis you need, without any hype. The pulse of the streaming media industry.
This week we breakdown Netflix's soon to be released AVOD offering and the fact that the video quality is limited to 720p with no ability for downloads. Are consumers willing to sacrifice video quali…
This week we breakdown Nielsen’s confusing streaming rankings, which aren't accurately comparing shows based on the same metrics. We also highlight Peacock's latest paid sub numbers (15 million); Go…
This week we breakdown the viewership numbers from Amazon’s first Thursday Night Football game and the differences between all the numbers reported. (11.8M, 13M, 15.3M) We also discuss the news of Go…
This week we breakdown Amazon's stream of their NFL Thursday Night Football game on September 15th and the wide variety of user experiences that were reported, both good and bad. We discuss the issue…
This week I’m joined by a special guest Barry Tishgart, who just left Disney Streaming Services as a SVP and GM of Technology Services. Barry joins me to discuss the current state of the sports strea…
This week we discuss the recent news of Amazon’s plans to use Nielsen for TV measurement of Thursday Night Football on Prime Video and highlight problems the streaming industry faces in defining what…
This week we recap all the news from Disney's April-June earnings including their D2C business losing over $1B in the quarter; their addition of 14.4M Disney+ subs globally; Hulu and Disney+ price ra…
This week we discuss why FAST services are overrated; the news that HBO Max and Discovery+ will launch as a single service in the U.S. next summer; we highlight the key data you need to know from Q2 …
This week we breakdown the key numbers you need to know from Q2 earnings at Apple, Amazon, Alphabet, Comcast, Roku, Charter, Meta, Microsoft and Samsung. We cover the "significant slowdown in TV adve…
This week we discuss the latest advertising numbers from Twitter and Snap's Q2 earnings, which saw slowing demand for their platforms and had declining revenue. We also highlight the rate of Verizon'…
This week we discuss the key takeaways from Netflix's Q2 earnings report including subscriber losses for two-quarters in a row, what Netflix expects for growth going forward and the current state of …
This week we breakdown a preview of what to look for in Netflix’s Q2 2021 earnings including subscriber losses/gains, ARPU and an expected update on their advertising strategy. We also discuss what t…
This week we breakdown some financial news including the proposed sale of Deltatre, which is expected to generate $180 million of revenue in 2022 and Pixelot's raise of $161 million in funding. We al…
On this episode, we discuss how sports events (NBA, NHL, Indy 500, PGA, Premiere League) are seeing record viewership on cable TV, with sports leagues and broadcasters making no mention of streaming …
With more streaming services adding AVOD plans, this week we breakdown ARPU amongst streaming services, which now have to be properly compared between SVOD, AVOD and a combo of the two. We also highl…
This week we breakdown Q1 2022 calendar earnings from Disney, fuboTV and DISH including subscriber gains/losses, ARPU and revenue growth rate. We also detail some engagement numbers highlighting what…
This week we breakdown the key numbers you need to know from Q1 earnings reports including updated subscriber and ARPU numbers from Paramount+, Roku, Peacock TV and cord cutting numbers from Charter,…
This week we discuss some of the news from the NAB Show, detail some of the products and services we saw on the exhibit floor and talk about the hottest topics discussed at the Streaming Summit. We a…
On Monday April 25th, Google announced a new commercial CDN offering called "Media CDN", as part of their Google Cloud platform. For this special podcast, I sat down with David Reisfeld, Customer En…
This week we breakdown Roku’s business model discussing their challenges but also the large opportunity they have in the market when it comes to the strength of their advertising platform. We also di…