Disney

Inside the Stream: Disney’s Bold OpenAI Bet and the WBD Battle Rages Posted on 12-12-2025
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...
Inside the Stream: Fubo’s Growth, Netflix’s New MAVs Metric, Streamers’ Frustrations Posted on 11-07-2025
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...
Inside the Stream: Disney Raises Prices Again, Risking Subscriber Retention Rates Posted on 09-26-2025
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...