SVOD

Inside the Stream: Netflix’s Ad Revenue to Double; Can Peacock Fly With the NBA? Posted on 10-24-2025
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...
Inside the Stream: Antenna’s Subscriber Views Exposes Programming’s True Value Posted on 10-17-2025
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...
Inside the Stream: Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN Posted on 10-10-2025
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...