VideoNuze Posts

The NFL-ESPN deal has closed with the league taking a 10% ownership stake in the sports cable network, in exchange for handing over NFL Network, NFL RedZone and fantasy assets. Meanwhile the NFL is looking to renegotiate it existing media deals. We discuss the implications. 

Meanwhile Fubo and Hulu+Live have joined forces, though we’re not sure about the specifics. YouTube’s total revenue for 2025 topped $60 billion, and Peacock’s losses escalated despite adding 3 million subscribers in Q4. Join us for a discussion of all.

[UPDATE: Fubo asked Colin to correct the net loss numbers he quoted in the podcast and clarified that ad revenue from Hulu+Live is transferred to Fubo. Here are their numbers:

– Reported Net Loss of $19.1 million, compared to $38.6 million


– Pro Forma Net Loss of $46.4 million, compared to $130.4 million]

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Netflix reported a strong 2025 though Colin calculates engagement per viewer seems to have lightened up. The jockeying for WBD continues with Paramount. Meanwhile BBC is going to start making shows specifically for YouTube. This comes in the wake of last week’s report that by certain metrics YouTube viewership is eclipsing BBC’s in the UK. 

Then we discuss the demise of Sony’s TV business, which was spun into a JV with TCL this week. Finally, Amazon is on a streak, recently recording a new record for live-streaming an NFL game.

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The YouTube colossus rumbles on as new data shows YouTube with 51 million viewers in the UK in Q4 ’25, just edging out the BBC with 50.8 million viewers. The caveat is that this is for three minutes only, with an expanded 15 minute definition still showing the BBC ahead. 

Meanwhile ad-tier usage among paid streaming services continue to increase across the board. Netflix has 40% of its active accounts using its ad plan, while Disney+ has 44% and HBO Max has 28%, all up year-over-year. Last we discuss the impact of Peacock of losing Versant content. 

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In our first podcast of 2026 we discuss Comcast’s spinoff of Versant, which was finalized earlier this week. So far Wall Street has been cool to the stock, indicating further concern about cable networks’ future. Next, Colin shares his observations on news from CES related TV OEMs and AI. The NFL continued its streak of record viewing on Christmas with Netflix, and on Thursday Night Football with Amazon. Last, we explore Disney’s plan to sunset the Hulu app.


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YouTube will begin streaming the Oscars globally in 2029 per a new deal with the Academy of Motion Picture Arts and Sciences. As Colin and I discuss, it’s another indicator that streaming platforms’ financial clout and distribution reach have become critical differentiators for marquee events. 

Next we discuss Netflix’s further push into video podcasts following announcements with iHeartMedia and Barstool Sports this week. Finally, we explore Google and YouTube’s return to Movies Anywhere and the ongoing WBD acquisition saga. 

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In a bold move, Disney has licensed 200 of its characters for use in OpenAI’s Sora. In today’s podcast we discuss the benefits and risks of the deal, which opens a new chapter of collaboration between rights holders and AI platforms. We like Disney’s openness to user-generated content to better compete with YouTube, but are cautious about the effectiveness of the proposed guardrails in deterring misuse of Disney’s prized characters. 

Then we shift focus to the battle to own Warner Bros. Discovery. Colin thinks Netflix is likely to prevail, while I think Paramount has the edge. We explain why. 

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This week on Inside the Stream, we start with MS NOW’s plan to evolve into a streaming and community hub for progressive activism. Given cord-cutting and the decline of linear TV news consumption by younger viewers, we see it as a positive move. Next, we discuss why data indicates engagement with Prime Video is far lower than other streaming services. Finally, microdramas continue their growth and monetization. 

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This week on Inside the Stream, Canela Media’s global president Philippe Guelton joins us to talk about how the company is tapping AI for content and character creation, user experience and monetization. Canela Media target the U.S. Hispanic market with culturally relevant content. As Philippe describes, a key initiative is Club Canela, a loyalty program which features an AI-generated virtual host named Diego. AI is also leaning into creating microdramas, and using data to better understand its audiences. 

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