Disney released a flurry of announcements this week - deeper integration of Hulu and Disney+, international brand transition from Star to Hulu, ESPN acquiring NFL Network and Red Zone, NFL investing billions in ESPN, and ESPN acquiring rights to stream major WWE events. 

We break it all down and handicap what it likely means to Disney’s future success. One thing that’s for certain: starting on August 21st, when the new ESPN direct-to-consumer streaming app launches, we will all begin to get the most authentic view yet of what ESPN is actually worth in the open market. 

After 45 years of ESPN’s expensive monthly rate being buried inside pay-TV’s multichannel bundle, along with speculation as to what sports fans would actually pay if charged directly, we will all find out. Disney has a lot riding on things turning out well in this new D2C approach. 

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First up this week, YouTube continued its strong ad revenue growth in Q2 2025, with revenue rising 13% to $9.8 billion, ahead of its forecast. There’s plenty of growth still ahead as Shorts gain traction, advertisers tap conversion opportunities and AI permeates both content and monetization. 

Meanwhile Samsung signed a number of creators to put original content on its Samsung TV Plus FAST service. But as we discuss, there seems to be a looming decision for creators whether they should simply focus on their YouTube channels as YouTube becomes increasingly dominant on TV screens. 

Last but not least, we dig into the challenges that both HGTV and Peacock are experiencing. 

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Ten years after Amazon launched Prime Video Channels, giving Prime users the ability to easily discover and sign up for subscription streaming services, Comcast has belatedly launched StreamStore, its own streaming app store. 

As we discuss, unfortunately for Comcast, Amazon dominates this space with 58% share, according to recent Antenna data. Even Roku, with its 90+ million users, only has a 6% share. As always in the Internet Economy there’s a cost to sitting on your hands too long. StreamStore’s ability to achieve meaningful share in this space seems unlikely.

Other topics in our grab bag this week: Jeff Bezos is considering buying CNBC, NBC is likely to launch a linear sports network including its Peacock rights, and traditional TV is still holding onto a large chunk of ad impressions, though it’s only decreasing from here. We explore all of these and more. 

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CTV ads are booming, with the IAB releasing new data this week forecasting a 13% increase in 2025 to $26.6 billion. As we all know, within that very large number are many buyers, sellers, formats, activations, KPIs, etc. Buyers and sellers are racing to figure out how to optimize CTV ad performance across the full funnel. 

But recently Colin had an experience with his Google TV-powered Sony TV that felt to him like a bridge too far. A Target takeover ad when he turned on the TV morphed into a video ad with audio on when he tried to click past it. Another click defaulted to a static Coke ad “thinly disguised as a promotion for Star Wars movies on Disney+” as Colin described it. Exasperated, Colin is now contemplating switching to the ad-free Apple TV. 

In the fast-moving multibillion dollar CTV ad business, it is exactly these type of ad and user interface decisions that will determine the eventual winners and losers. On this week’s podcast we debate the tension for TV OSs of driving profitability from their captive on-screen real estate vs. providing a pristine UI. And what about viewers? Are they resistant, compliant or somewhere in between?

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