Two horror movies created by young YouTubers are dominating the box office. Both were made for small sums by Hollywood standards and are attracting overwhelmingly young audiences. Is this the start of a trend for YouTubers going Hollywood, or more of a one-off?

Next, TV OS’s continue to gain in their role of driving viewers to content, according to TiVo’s new Video Trends report. Other new research shows FASTs are still growing revenue, even as ad-supported premium SVOD gains a larger share. 

Last, the NFL’s media rights deals are coming under scrutiny from Congress. Commissioner Roger Goodell was asked to testify about the various streaming deals the NFL has struck, but declined to appear.
    
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On this week’s Inside the Stream we discuss:

• Netflix and Spotify luring podcaster Jay Shetty’s "On Purpose" to their platforms from YouTube and iHeartMedia
• YouTube’s new AI tagging initiative
• Comcast enabling YouTube TV sign-up and billing for Xfinity subscribers
• Roku’s new home screen

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This week we discuss new research from Omdia, Hub and Antenna, all of which underscores the growing importance of advertising for streaming, across FASTs and premium SVOD. 

Omdia forecasts global CTV ad revenue will increase to $81 billion in 2030, up from $44 billion in 2025, with Google, Amazon and Netflix accounting for nearly half the total. Hub said 55% of TV viewers have used at least one FAST service, with free viewing being the biggest draw. And Antenna found, among other things, 110 million ad-supported premium SVOD subscriptions at the end of Q1 ’26, up from 53 million two years ago.  
    
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Disney reported quarterly earnings this week. While it no longer shares specific Disney+ subscriber numbers, new CEO Josh D’Amaro spelled out how Disney+ will expand from a traditional streaming service to become a central place in the relationship Disney fans have with the company. The role of Disney+ will span businesses including parks and experiences, and will also incorporate interactivity. 

In today’s episode we discuss this approach why we think it’s uniquely beneficial for Disney to pursue. 
    
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