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Friday, September 4, 2026
     

Inside the Stream: SVOD Ad-Free Pricing Gap Tests Limits; YouTube’s Dominance

First up this week we talk about new data from Ampere Analysis showing that the growth in SVOD price increases is moderating. But the gap in pricing between ad-free and ad-tiers is getting bigger. Colin and I have a somewhat different take on the consequences of this price gap growth. From my vantage point it seems like the SVOD services are testing the commitment ad-free subscribers have to avoiding ads by paying evermore to do so. But I acknowledge everything has a limit.

We then shift to talking about YouTube. Research from Attest shows that 90% of Americans are now accessing YouTube daily, ahead of streaming and live TV. And time spent with YouTube and other social video tops streaming and live TV. 

YouTube also continues making moves to boost creator monetization and deepen creator loyalty. These include shortening up view time required to monetize a video, embedding Amazon tags to drive affiliate revenue, and potentially paying large sums to top creators to keep their content exclusive to YouTube for defined windows. 

Listen on to learn more (26 minutes, 52 seconds)





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