VideoNuze Posts

This week on Inside the Stream we interview Doug McNamee, President of Field & Stream and Nick Rhodes, CEO of Outdoor America Holdings on their new partnership to rebrand Outdoor America’s FAST channel as Field & Stream TV. Doug and Nick discuss the reasons behind the rebrand, the content strategy and where Field & Stream TV fits in the overall outdoor media industry, which has many popular YouTube personalities. They also discuss how Field & Stream TV will be monetized and various opportunities ahead.  

Listen to the podcast to learn more (31 minutes, 51 seconds)

Browse all previous podcasts 

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

Fubo’s deal with Disney has closed and during this week’s earnings call Fubo outlined the path forward. We discuss the four areas of benefit which were identified and what the future might look like. 

Then we explore Netflix’s new Monthly Active Viewers metric, which is defined as those who watched at least one minute of ads on Netflix per month, multiplied by Netflix’s estimated average number of people in a household. Netflix said it now has 190 million MAVs globally. We explore whether this a valuable metric or not. Last, we dig into new data from Gracenote which shows FAST growth and viewers’ frustrations. 

Listen to the podcast to learn more (29 minutes, 3 seconds)

Browse all previous podcasts 

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

First up this week, Fox reported that Tubi turned profitable for the first time this past quarter, with revenue up 27% and view time up 18%. Tubi has been a major ad-supported streaming success story.  

Speaking of success stories, next we discuss YouTube, which keeps growing. Alphabet reported that YouTube’s ad revenue in Q3 was $10.3 billion, up 15% vs. the prior year. Shorts is a particular highlight for the company, which separately announced voluntary buyouts this week. 

On the flip side, we discuss how Peacock’s subscribers have been stuck at 41 million for the past 3 quarters. In fact they’re up just 7 million since the end of Q1 ’24. While losses have declined, the $2.5 billion per year NBA rights deal is going to weigh on future profitability. And as we discuss, it’s not clear how many longer term subscribers the NBA games will drive.  

Listen to the podcast to learn more (26 minutes, 57 seconds)

Browse all previous podcasts 

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

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

Antenna’s CEO Jonathan Carson joins us this week to explain his firm’s new product, Subscriber Views, which reveals programming’s true value for streaming services. Subscriber views marries licensed ACR data with Antenna’s own streaming subscriber data to derive viewers’ behavior around specific pieces of content. Subscriber Views then creates metrics for programming’s value in driving subscribers’ acquisition, retention and engagement.

As Jonathan explained, big streaming services have sophisticated analytics teams who understand the value of their own programming, but Subscriber Views provides a competitive intelligence tool to better understand viewers’ behavior on other services. Subscriber views data helps streamers better target their programming investments, schedule their releases and inform bundling options. 

Listen to the podcast to learn more (37 minutes, 53 seconds)

Browse all previous podcasts 

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

Netflix is getting closer to achieving parity revenue on subscribers to its ad-supported tier compared to subscribers to its ad-free. Colin shares his detailed analysis outlining the numbers. Then we discuss updates in the TV OS world including The Trade Desk inking a deal to bring Ventura OS to DIRECTV and Amazon launching Vega OS, which will replace Android on its Fire TVs. Last we explore the benefits of Fubo’s new deal to ingest ESPN content into its app.  

Listen to the podcast to learn more (25 minutes, 0 seconds)

Browse all previous podcasts 

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

New data from Wurl shows encouraging signs about FAST adoption, but accompanied by ongoing monetization challenges. The number of monthly active households watching FAST channels increased by 12% (though Wurl doesn’t disclose how many MAUs that translates to). In addition, average daily hours of viewing per household increased by 16% (again Wurl doesn’t share how many hours that is). Combined Wurl says the increase in total hours of viewing was up 29% in the past 12 months. 

But while viewership is up, monetization remains challenged. In particular, Wurl reported that ad fill rates continued their downward trend. As we discuss, monthly fill rates were down in six of the first eight months of 2025 vs. 2024, after having declined in 11 of the 12 months of 2024 vs. 2023.

Content choices are exploding, distribution platforms are proliferating and people are watching more content for free. All that is creating disequilibriums in FAST monetization.  

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

Browse all previous podcasts 

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

Disney has raised prices for its streaming services again, by up to 20%. Following past increases CEO Bob Iger has said that subscriber retention held up well. But Disney+ and Hulu are now the highest-priced premium SVOD services and consumers are budget-conscious as always. Further, at the new price of $12 per month, Disney+ and Hulu are now 50% more expensive than Netflix’s Standard plan with ads. 

Meanwhile, as Colin notes the aggregate cost of the top SVOD services ad-free tiers has soared from $78 per month to $102 per month in the past two years, far surpassing the inflation rate. 

As we discuss, all of this adds up to heightened subscriber retention risk going forward. 

Listen to the podcast to learn more (30 minutes, 5 seconds)

Browse all previous podcasts 

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