YouTube TV has begun rolling out its less expensive tiers of service, which it announced late last year. The tiers focus on sports, sports plus news and entertainment. All are priced less than its $83 per month base tier. Colin and I discuss whether the new tiers will attract cord-cutters and cord-nevers and whether existing subscribers will downgrade. 

Elsewhere, AMC reached a milestone, reporting that in Q4 it generated more revenue from streaming domestically than from its affiliate/traditional pay-TV distribution. And of course, last Sunday’s Super Bowl was a broadcast hit, but we are still waiting on specific Peacock numbers. We discuss all. 

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The NFL-ESPN deal has closed with the league taking a 10% ownership stake in the sports cable network, in exchange for handing over NFL Network, NFL RedZone and fantasy assets. Meanwhile the NFL is looking to renegotiate it existing media deals. We discuss the implications. 

Meanwhile Fubo and Hulu+Live have joined forces, though we’re not sure about the specifics. YouTube’s total revenue for 2025 topped $60 billion, and Peacock’s losses escalated despite adding 3 million subscribers in Q4. Join us for a discussion of all.

[UPDATE: Fubo asked Colin to correct the net loss numbers he quoted in the podcast and clarified that ad revenue from Hulu+Live is transferred to Fubo. Here are their numbers:

– Reported Net Loss of $19.1 million, compared to $38.6 million


– Pro Forma Net Loss of $46.4 million, compared to $130.4 million]

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Netflix reported a strong 2025 though Colin calculates engagement per viewer seems to have lightened up. The jockeying for WBD continues with Paramount. Meanwhile BBC is going to start making shows specifically for YouTube. This comes in the wake of last week’s report that by certain metrics YouTube viewership is eclipsing BBC’s in the UK. 

Then we discuss the demise of Sony’s TV business, which was spun into a JV with TCL this week. Finally, Amazon is on a streak, recently recording a new record for live-streaming an NFL game.

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The YouTube colossus rumbles on as new data shows YouTube with 51 million viewers in the UK in Q4 ’25, just edging out the BBC with 50.8 million viewers. The caveat is that this is for three minutes only, with an expanded 15 minute definition still showing the BBC ahead. 

Meanwhile ad-tier usage among paid streaming services continue to increase across the board. Netflix has 40% of its active accounts using its ad plan, while Disney+ has 44% and HBO Max has 28%, all up year-over-year. Last we discuss the impact of Peacock of losing Versant content. 

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