VideoNuze Posts

The World Cup’s success flowed through to streaming, with Fox One adding 2.8 million subscribers in June and Peacock adding 2 million in Q2. Peacock also turned its first profit in Q2, of $189 million, though management warned results will vary by quarter. 

YouTube also benefited, with over 1.7 billion unique viewers globally watching World Cup related video. That helped drive ad revenue to $11.1 billion in Q2, up 13% year-over-year. YouTube is also pursuing a range of ad enhancements and AI features that will grow engagement and ad revenue going forward.  

Listen on to learn more! (29 minutes, 52 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS

Netflix management quashed viewer engagement concerns on its Q2 ’26 earnings video call yesterday. Recent reports about a falloff from season 1 to season 2 among some of Netflix’s important originals sparked worries that Netflix’s business may be slowing. 

But as Colin and I discuss, management forcefully stated that season 1 to season 2 viewership in the aggregate remains stable. Management also shared views on revenue and profitability growth, programming strategy and spending, the role of live content, the popularity of its gaming initiatives, and importantly, how AI is already being leveraged throughout the lifecycle of content production. 

Listen on to hear our key takeaways (29 minutes, 32 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS

Amid viewership challenges, Netflix continues to diversify into creator and short-form content, video podcasts and more. Is Netflix trying to YouTube-ify itself, and if so, will it work? We discuss all the angles. 

Listen to the podcast to learn more (37 minutes, 17 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS

Comcast is splitting off NBCUniversal, 13 years after it was acquired. While the general theme is that media and distribution do not belong under the same roof, Comcast’s missteps in streaming video are also key contributors, as we discuss. 

Peacock has lost at least $11 billion since its launch and has never had a profitable quarter. As we discuss in detail, NBCU came to the streaming party very late and has had various strategies with Peacock over the years. These missteps have led to a subscale service in a crowded industry in which giants like YouTube, Netflix and Disney+ set the pace. 

In Comcast/NBCU’s case, the results are especially unfortunate because at the beginning of the streaming era the companies had numerous inherent advantages. 

Listen to the podcast to learn more (32 minutes, 30 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS

In a surprise move, Fox is acquiring Roku, for $22 billion cash and stock. Is it a good deal, bad deal or something in-between? We discuss from all angles. 

Listen to the podcast to learn more (34 minutes, 32 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS

Vionlabs Founder and Creative Director Arash Pendari joins us on this week’s podcast to explain how AI-enhanced metadata boosts the value of video assets, fits into business workflows, and improves viewer engagement. 

Listen to the podcast to learn more (26 minutes, 58 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS

Two horror movies created by young YouTubers are dominating the box office. Both were made for small sums by Hollywood standards and are attracting overwhelmingly young audiences. Is this the start of a trend for YouTubers going Hollywood, or more of a one-off?

Next, TV OS’s continue to gain in their role of driving viewers to content, according to TiVo’s new Video Trends report. Other new research shows FASTs are still growing revenue, even as ad-supported premium SVOD gains a larger share. 

Last, the NFL’s media rights deals are coming under scrutiny from Congress. Commissioner Roger Goodell was asked to testify about the various streaming deals the NFL has struck, but declined to appear.
    
Listen to the podcast to learn more (26 minutes, 58 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS

On this week’s Inside the Stream we discuss:

• Netflix and Spotify luring podcaster Jay Shetty’s "On Purpose" to their platforms from YouTube and iHeartMedia
• YouTube’s new AI tagging initiative
• Comcast enabling YouTube TV sign-up and billing for Xfinity subscribers
• Roku’s new home screen

Listen to the podcast to learn more (26 minutes, 22 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music  RSS