‘Barbie’ may be big for Warner Bros. Discovery, but plenty of questions remain after its Q2 earnings. Analysts gave the company credit for major progress on its mountain of debt, but sustainability is still far in the future.

It’s only been about three years since the Streaming Wars kicked off, but analysts say we’re much further along in the process of figuring out the new era’s winners and losers. While 2023 may not decide anything, it’ll make for a great set-up pitcher for the final innings.

Connected TV is beckoning to advertising with big screens, more impactful ads, and deep audience targeting. But Needham analyst Laura Martin suggests new data showing people mostly watch CTV shows with others has big implications for the burgeoning industry.