Netflix revealed it has 40 million ad-tier subscribers. Hub research says it is viewers’ top choice to drive streaming bundles. Add in the NFL, and Netflix is looking strong.

How did Amazon Prime Video vault to the top of the chart in ad-tier subscribers? Is Disney’s DTC progress sustainable? Get the answers and much more in this week’s podcast!

This week’s NewFronts highlighted three key and interlocking themes: TV OEMs’ emphasis on FASTs, AI’s role in driving video ads’ value, and CTV evolving to the full funnel.

Wurl released its new AI-powered BrandDiscovery product. CEO Ron Gutman says it makes CTV ads context-sensitive, and AI will make ads more targeted and valuable.

AI loomed large at NAB 2024, with solutions exposing new video revenue opportunities. The blockchain delivers big encoding savings and how to cut TV power use by half.

AI is revolutionizing the value chain of video creation, delivery, and discovery. The Cineverse-Gracenote partnership and other initiatives show how.

TiVo’s Q4 2023 Video Trends Report showed that paid services used flattened while free services grew. Churn, discovery, and operator STB streaming were some of our other highlights.

Hulu has been integrated into Disney+, but key UX features aren’t yet included. ESPN is moving toward being a hub with RSN feeds, and the NFL is skeptical of the sports JV.

New data from Inscape, Deloitte, and HarrisX show how traditional models like movie-going and pay-TV subscriptions are being supplanted by streaming.

This week, we explore why FASTs in Europe lag vs. the US, why there are now 18 TV OSs and counting, and how “super apps” help broadcasters fight global SVOD.

Fubo says it’s in a “duel to the death” with Spulu. Max and Disney are following Netflix with password-sharing curbs and anti-churn tech. Apple spent $700M on three movies.

The broad range of the sessions at this week’s VideoNuze CTV Advertising PREVIEW: 2024 virtual revealed the key themes driving the market. Listen on as we discuss them all.

FreeVee is reportedly closing, a rumor Amazon rejects. YouTube remains tops in connected TV. Peacock and Paramount+ may be combining, and Noggin is no more.

Paramount claimed the Super Bowl set streaming records but omitted details, so we try to quantify them. And we discuss the many reasons the Walmart-Vizio deal makes sense.

This week, we look through all the buzz around the new sports JV from Disney, Fox, and WBD to understand the service’s opportunity and likely impact on the TV market.

This week, we interviewed Zone TV CEO Jeff Weber about his company’s acquisition by Block Communications. Jeff explains the deal, the evolving FAST market, FAST2.0, and what’s next.

Netflix gained 13.1 million subscribers in Q4 2023, a company record. We discuss paid sharing, the lower-cost advertising tier, and how they impacted the results.

NBCU hailed Peacock’s streaming exclusive of the Chiefs-Dolphins wildcard game a success, but was it? Did it get a big bump in incremental subscribers, and will they stick around?

Big TV manufacturers made big news at CES, while NBCU and Disney stepped up their ad games. Meanwhile, Netflix has grown ad-tier users, and Amazon’s headcount is shrinking.

2024 is shaping up to be another exciting year for streaming TV. We share our top predictions, focusing on SVOD, CTV, TV OS, sports, FASTs, AI, cord-cutting, and more.

This year, SVODs switched strategy, YouTube pumped up premium, Disney consolidated its position, and the streaming king weathered a storm of competition. Listen on for the top 10 streaming video stories of 2023.

Netflix’s inaugural engagement report details what subscribers are watching in unprecedented detail. It also reveals surprising insights into the company’s business.

Competitor SVODs are bundling up to cut churn and boost lifetime value. Peacock reaches 30 million subscribers, while WB Discovery’s FAST strategy raises questions.

NASCAR has a new $7.7 billion rights deal, Insider Intelligence says cord-cutters dominate in the US, TikTok is challenging YouTube, and Smart TVs are growing in importance.

According to LRG estimates, YouTube TV had a strong Q3, adding 600K subscribers. We discuss the role of Sunday Ticket and the changing nature of sports distribution.