Netflix reported more steady growth in Q1 ’26 as it transitions to maturity. But from advertising to gaming, and live sports to video podcasts, Netflix is innovating and staying opportunistic. 

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Roku announced that it now reaches 100 million households, up from 90 million in Q1 ’25 and 80 million in Q4 ’23. Related, Hub found in a survey that among households that stream monthly 55% have a Roku smart TV or streaming media player. Roku has become a strong player in aggregation, with 26% of Hub respondents citing Roku as their source for streaming subscriptions, behind Amazon with 54%. 

We discuss all on this week’s podcast, plus  Sony’s plan to remove over-the-air features from certain Bravia TVs, and a protest letter sent by Hollywood celebrities who are against the Paramount-WBD deal. 

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Wurl’s EMEA GM Keith Bedford joins us on this week’s Inside the Stream to explain why FASTs have a big opportunity in streaming sports and some of the early success stories. 

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Netflix has raised its prices again, with its ad-supported plan increasing by one dollar per month and its ad-free plans going up by two dollars. Netflix has the biggest price gap between ad-supported and ad-free plans, suggesting the company is guiding subscribers toward the former. 

Related to price increases, we also discuss how the monthly cost of the top six SVOD services compares to several years ago. We consider this in the context of Ampere’s forecast showing the global SVOD industry will top $200 billion in revenue in 2030. 

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