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Inside the Stream: Disney, Roku, WB Discovery and Dish Q3 Results
It’s earnings season, and on this week’s podcast, Colin and I discuss results from Disney, Roku, WB Discovery and Dish. The four companies’ subscriber counts, profitability and shifting business models all provide insights into larger industry trends and challenges.
Listen to the podcast to learn more (37 minutes, 36 seconds)
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Topics: DISH Network, Disney, Podcast, Roku, Warner Bros. Discovery
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Inside the Stream: Will Disney’s Big Hulu Bet Deliver on Kilar’s Streaming Success Plan?
Disney has officially begun buying out Comcast’s 33% ownership in Hulu, for at least $8.6 billion. Hulu will become a centerpiece of Disney’s strategy to appeal to a broad range of audiences. Coincidentally former Hulu CEO Jason Kilar recently shared his recommendations for how media companies can succeed in streaming. Can Disney’s big Hulu bet deliver on Kilar’s vision?
Listen to the podcast to learn more (31 minutes, 35 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSTopics: Comcast, Disney, Hulu, Podcast
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Inside the Stream: Nexstar Makes Case for Broadcast, YouTube’s Teen Bump
This week Colin and I explore Nexstar’s assertion that the recent Disney-Charter deal will benefit local TV (Nexstar is the largest owner of local broadcasters in the U.S.). Nexstar points to improved bundling that will stabilize pay-TV and spending on underperforming niche cable networks that can be reallocated to local TV. We also discuss new research showing that YouTube has edged past Netflix in consumption among teenagers.
Listen to the podcast to learn more (24 minutes, 19 seconds)
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Inside the Stream: Xumo Stream Box is Good For Cable But Limited Elsewhere
The new Xumo Stream Box from partners Comcast and Charter began rolling out this week. On this week’s Inside the Stream we discuss the new device’s opportunities. Overall it seems like a smart play for the cable TV operators to streamline their device strategy, blending traditional pay-TV with streaming. So within their footprint Xumo Stream Box should find success. However, as we discuss, the box will likely have limited appeal outside of their footprints.
Listen to the podcast to learn more (25 minutes, 59 seconds)
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Apple Podcasts Google Podcasts Spotify Amazon Music RSSTopics: Charter Communications, Comcast, Podcast, Xumo
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Inside the Stream: TV Services Used, Disney+ Sharing, Prime Video Ads
This week on Inside the Stream we discuss four items that caught our attention. First, according to Tivo’s Video Trends report, the number of TV services used has declined, and the mix has shifted from SVOD to FAST. Next up, in Canada, Disney+ has announced plans to limit password sharing. We also discuss Amazon’s plan to roll out ads in Prime Video in early 2024, and S&P’s forecast of declining ad revenue for niche cable TV networks.
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Topics: Amazon, Disney+, Podcast, TiVo
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Inside the Stream: Generative AI-Powered Video Innovation at IBC 2023
Colin is back from a busy IBC in Amsterdam, and today we discuss a number of generative AI innovations for video that he learned about. These include Newsbridge’s news clip metadata enhancement capability, Backlight’s StoryBot tool to create stories from Wildmoka clips and Katch Data’s ability to customize movie marketing by geographic preferences. All this, and more on this week’s podcast.
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Inside the Stream: Charter-Disney, Eluvio, Gracenote for FASTs, Hulu Ownership
Charter and Disney settled their dispute and on this week’s podcast we discuss the outcome. Last week we discussed the broader implications of the impasse. Colin is on his way to IBC in Amsterdam and we catch up on Eluvio and its blockchain-based streaming platform. Also in the news this week was Gracenote’s new metadata solution for FASTs. Last, we discuss recent news that Comcast and Disney have accelerated their timeline to resolve ownership interests in Hulu.
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Topics: Eluvio, Gracenote, Podcast
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Inside the Stream: Charter-Disney Dispute Breaking the Big TV Bundle
Blackouts have been commonplace in the pay-TV industry when operators and TV network owners are unable to come to terms on renewal terms. While the current dispute between Charter and Disney includes typical challenges like pricing and bundling, it also includes Charter’s desire to see its subscribers receive complimentary access to Disney’s DTC apps.
Disney is of course reluctant to do so because it is trying to build a parallel revenue stream as pay-TV declines. Yet, the “pay once, access anywhere” approach was at the heart of the TV Everywhere initiative from years ago, which was meant to provide an elegant solution for subscribers. But that industry effort faltered and TV networks have since invested billions in DTC.
Colin and I discuss what this dispute means for the future on the big TV bundle.
Listen to the podcast to learn more (27 minutes, 27 seconds)
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Topics: Charter, Disney, Podcast