Netflix reported Q3 ’25 results this week and said it expects advertising revenue to more than double in 2025 vs. 2024. As Colin and I discuss, it wasn’t that long ago that Netflix rejected the idea of offering an ad-supported tier at all; now that tier is driving significant growth for the company. 

Meanwhile, with the NBA season underway, games on NBC and Peacock are being broadcast and streamed. But, we’re skeptical that the $27 billion 11-year rights deal is likely to pay off for Peacock in sustainable subscriber growth or significantly increased time watched. 

Listen to the podcast to learn more (28 minutes, 57 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Google Podcasts  Spotify  Amazon Music  RSS