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Inside the Stream: Peacock Steady, Super Bowl Ads Soar, Streaming Insights
Peacock subscribers held steady at 36 million from Q3 to Q4, though up from 31 million a year ago. Importantly Peacock’s quarterly loss declined from $825 million in the year ago quarter to $372 million this quarter. Elsewhere at Comcast, the company lost 139K broadband subscribers in Q4, worse than the 34K loss a year ago.
We also discuss Fox’s increase in Super Bowl ad rates to $8 million, and new data showing how FAST apps built into the TVOS are garnering more attention.
Thanks to our sponsor this week, Looper Insights. Click to access their new report, “Streaming Forward: Trends Shaping Digital Entertainment in 2025.” Colin has the QR code on his site to scan for the report as well.
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Topics: Peacock, Podcast, Super Bowl
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Inside the Stream: Netflix’s Big Q4: Ads, Gaming and Harder-to-Track Future
Netflix reported strong Q4 results, adding 19 million subscribers globally to end 2024 at nearly 302 million. We discuss what was behind the growth, which was up across all regions except EMEA where it was flat. Netflix’s huge scale gives it the ability to invest heavily in content, while others are pulling back.
Netflix’s ad-supported tier accounted for 55% of sign-ups where it’s available and we talk about the role this tier has played while password sharing has been eliminated. Last, Colin explains the important role of games in Netflix’s future.
Separate, complimentary sign-up is now available for VideoNuze’s virtual CTV x AI conference on Feb. 25th. Grab a ticket now!
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Inside the Stream: Tubi’s UHD Super Bowl, Prime’s NFL Ratings Peak and More
First up this week we discuss Tubi’s plan to stream the Super Bowl in UHD, a bold move by Fox’s free ad-supported TV service. As we discuss, it’s further evidence of how premium streaming sports experiences are continuing to improve. Next Amazon Prime video set a new viewership record for itself with last weekend’s NFL wild card game. We dive into its ratings gains.
Hub Entertainment Research released new data about consumers sentiments on AI which we dive into. Speaking of AI, complimentary sign up is available for VideoNuze’s next virtual CTV conference on Feb. 25th that will focus on the intersection of CTV and AI.
Last, we discuss VIZIO’s discounted bundle of AMC+ and Starz.
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Topics: Amazon, Hub Research, NFL, Podcast, Tubi TV, Vizio
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Inside the Stream: Making Sense of the Disney-Fubo Deal
Talk about events moving fast. Not long after Colin and I recorded and posted this week’s podcast about the Disney-Fubo deal from earlier this week, the three Venu Sports JV partners said they were cancelling the service.
At the end of the podcast we cautioned that with DirecTV and EchoStar raising the possibility of a renewed Venu litigation, the JV partners might have second thoughts. Given the new twist this week’s Inside the Stream is kind of optional listening. Sometimes it’s hard to keep up!
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