We’re happy to have Jonathan Carson, CEO and co-founder of Antenna, join us to discuss the firm’s Q1 ’25 State of Subscriptions report, which provides insights on premium SVOD in 2024.

Among the topics we discuss are growth of SVOD services last year, which ones gained the most subscribers, churn stabilization, the role of “re-subscribers” (people who rejoin a service within 6-12 months of dropping), how Amazon and other third-parties are driving subscriptions, the success of the Disney-Max bundle and more.

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Deloitte released its 2025 Digital Media Trends report this week. On the podcast Colin and I discuss our key takeaways related to social’s role in how consumers discover TV programs, sensitivity to SVOD price increases and churn, plus budgets for streaming services.

Thanks to this week’s sponsor, Looper Insights. Their new report is available here.

Listen to the podcast to learn more (31 minutes, 5 seconds)

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This week we discuss a number of new developments that contribute to streaming sports’ momentum. These include NBCU making its RSNs available to Peacock Premium subscribers; Disney looking to buy NFL Media which could become a valuable piece of the flagship ESPN app slated to launch later this year; Comcast extending its Olympics rights through 2036, which benefits Peacock; Fubo adding the Texas Rangers RSN, and DirecTV adding RSNs to its My Sports Home tier.

First up we discuss Wurl’s new CTV trends report and new research on political ad spending in CTV from Basis Technologies.

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Colin attended the Connected TV World Summit in London this week and shares his observations about the CTV landscape in Europe and some of the challenges. First we discuss new research from Bango detailing strong adoption of Gen AI among younger users, and also new Gracenote research about the burgeoning market for FAST services.

Listen to the podcast to learn more (26 minutes, 55 seconds)

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