Podcast

Inside the Stream: WBD’s Fundamentals Keep Sliding; Disney Emphasizes Streaming Posted on 08-07-2026
Warner Bros. Discovery reported its Q2 ’26 earnings this week, revealing continued healthy growth in its Streaming segment, but significant declines in revenue and earnings in both its Studios...
Inside the Stream: Parsing Peacock-YouTube; Why Paramount-WBD Will Likely Collapse Posted on 07-31-2026
Peacock Premium will be bundled with and integrated into YouTube Premium beginning in 2027. The deal is intriguing to Colin and me for a variety of reasons. As we discuss,...
Inside the Stream: World Cup Boosts Streaming; YouTube Ad Revenue Surges Posted on 07-24-2026
The World Cup’s success flowed through to streaming, with Fox One adding 2.8 million subscribers in June and Peacock adding 2 million in Q2. Peacock also turned its first profit...