The Future Of Television. Dissected Daily.
Fox Still Hearts The Cable Bundle, Disney Raises Prices And Loses Subscribers
Why Fox’s call on the value of old school cable bundles is the right one and why solving Disney’s many challenges is a multi-part epic.
People Like Ad-Supported SVOD, Analyzing WBD’s Q2 Results
A new survey indicated viewers might be amenable to ad-supported subscription services and what WBD is doing right.
The Film Industry’s Post-Barbenheimer Future, Netflix Ads Reconsiders Microsoft
A look at how streaming impacts the film industry, for better and for worse, and why Netflix is over its deal with Microsoft.
Netflix’s Murky Q2 Numbers, Local Broadcasters Push Back On vMVPDS
Netflix’s lack of clarity around its latest earnings numbers has Wall Street worried. Local broadcasters demand their fair share of retrans fees from vMVPDs.
FASTs Crash The Emmys, Roku Goes Shopping
Why the Emmy only highlight the industry’s urgent need to make more mainstream content + what not to do now that shoppable TV is becoming a thing.
Amazon CEO Questions Spending, Threads Takes On Twitter
Why Andy Jassy’s not wrong to question Amazon’s content spend and our TVREV take on Threads vs Twitter.
CNN’s International Max Out, Roku Is Off To The Races
WBD is adding a live CNN feed to Max…overseas. Why they can’t do that in the US and why Roku and Paramount’s motorsports deal looks like the future of live sports on the FASTs.
Week In Review: Special Cannes Edition
Our take on Cannes, the messy optics and how to sound like you know what you’re talking about when you talk about AI.
FASTs, Personalization Were The Watchwords At The Stream TV Show This Year
While the big FAST services look for ways to differentiate themselves, generative AI promises to provide a superior experience for everyone involved.
Week In Review: Licht Is Nicht, Amazon May Be Launching An Ad-Supported Tier
Why getting rid of Chris Licht doesn’t really solve any of CNN’s meta issues and why Google and Meta should be very afraid of an ad-supported Amazon Prime.
Max Is Born, Netflix Starts US Password Crackdown
Why Max is not actually a bad name and why the app is likely to be on most people’s must-have list + who Netflix needs to pay attention to as they crack down on password sharing.
Telly Will Live Or Die On The Buzz, Upfronts Offer Few Surprises
Why Telly’s free TVs are generating so much buzz. And why the Upfronts really aren’t.
Disruption Is A Bitch, WBD Stops The Bleeding But WTF CNN?
Streaming brings changes to the television industry that no amount of protesting can remedy, WBD gets streaming into the black but CNN remains a problem.
Branded Content Is The Star Of The Newfronts, BlueSky Dispatch
Data-driven branded content makes a splash at this year’s Newfronts, but is the splash BlueSky is making actually sustainable?
Roku Loves Instacart (But Not Wall Street), Pluto TV Loves The Tonys
Why Roku’s Wall Street troubles continue despite notable subscriber growth and how Paramount continues to spin the Pluto TV flywheel.
Fox News, CNN And The Future Of Cable News, Netflix’s Password Sharing Crackdown Dilemma
The future of cable news is streaming. We examine what that might look like, while offering Netflix some tips on handling their upcoming password sharing crackdown.
HBO Goes Full Max, Google Launches New TVOS Interface
Why HBO was smart to drop the HBO name from Max and the real news behind Google’s TV OS update.
Google Making Gains In The OS Wars, Co-Viewing Helps Boost Streaming Reach
The TVOS wars heat up as Google makes gains and Roku solidifies its holds on the US. Meanwhile, viewer-per-household stats assume greater importance.
Baseball Is Back, What To Look For At The Upfronts And Newfronts
A look at baseball’s pivot to streaming RSNs and how that affects more than just sports, plus how to navigate the Upfronts and Newfronts like a pro.
Week In Review: Netflix With Ads Takes Off, Peak TV Shuts Down
The bigger news around Netflix’s ad business taking off plus all the ways the end of peak TV is good for the industry.