How will the $80B in CTV revenue be divided up? New research from Omdia, Hub, and Antenna underscores the growing importance of advertising in streaming, across FASTs and premium SVOD. https://t.co/E8BcGj1ww9
The NFL is now part owner of ESPN. Fubo and Hulu+Live have combined. YouTube’s 2025 revenue hit $60 billion, with two-thirds coming from ads. And Peacock’s losses jumped up.
https://t.co/6qF9XqUel0
Netflix’s solid 2025 is marred by engagement and WBD questions. The BBC is making YouTube shows, Sony hands its TV business to TCL, and Amazon sets another NFL record. https://t.co/J3EJ81PUsl
In the UK, one viewing metric has YouTube edging out the BBC. Meanwhile, global ad tier usage continues to grow, driven by Netflix, and Peacock is losing key Versant programming. https://t.co/U9kJHwBPXt
Versant, the Comcast spinoff, has seen its value plummet. TV OEMs are pursuing AI. NFL games set a streaming record in 2025, and the Hulu app will be sunset. https://t.co/R18kntXVb9
YouTube will stream the Oscars starting in 2029, Google has stumbled with its Movies Anywhere approach, Netflix is partnering for video podcasts, and the WBD saga continues. https://t.co/dFliubD9OQ
Some surprising trends in US TV viewing emerged in 2025. Here’s what happened to traditional pay TV, vMVPDs, SVOD, FAST, and over-the-air, and the outlook for them in 2026. https://t.co/vlPeoW6T2s
Here is the state of the US TV market as of Q3 2025. In this simple one-page graphic, you will find the number of homes using each service type, its penetration of US households, and its growth over the last year.
https://t.co/dcijV8HCBI
The emergence of seasonality in sub numbers is a sure sign of vMVPD/SVOD maturity. Sports are a critical vMVPD growth driver, while Black Friday deals and the cold are driving SVOD growth. https://t.co/QcdyP35ahs
Traditional pay TV providers have two new strategies to arrest cord-cutting: smaller, more targeted, cheaper live channel bundles and bundling SVODs with subscriptions. Can they stop the pay TV rot? https://t.co/maYQFL3CK0
Disney has taken the bold and risky step of licensing the use of 200 characters to OpenAI’s Sora. Meanwhile, who’s going to win the raging battle for Warner Bros. Discovery? https://t.co/U6mDIQfSjK
Walmart gave an update on Vizio one year after its purchase. It thinks things are going great, but it has failed to do basic integrations, and its future vision seems stale. https://t.co/AoNYRv8Cvg
Paid live TV grew in Q3, a welcome break from years of decline. But with the market smaller than a year ago, this quarter feels more like a pause than a pivot. https://t.co/r0MjkiIvi2
Versant hopes its moviegoing and renting audience will fuel a new ad-supported platform, but entrenched FAST competitors hold the advantage. https://t.co/zUlCZyHy0j
Will MS Now’s plan to transform itself from a cable news network into a streaming and community hub work? Amazon has engagement issues. And microdramas are surging. https://t.co/qFU6gnxOlB
At the TV of Tomorrow Show this week, LG, Telly, The Trade Desk, Stingray, and Origin weighed in on connected TV’s challenges and opportunities. Listen to their live comments.
https://t.co/ORjwAEaSxE
Despite the large discovery and screen-time advantages enjoyed by social media, advertisers may find that streaming TV is a better option to reach the audiences they seek. https://t.co/RUWUsODpMs
Prime Video’s attention, even with the help of SVOD partners, lags peers. Australia imposes local content quotas on SVODs that could do more harm than good. The severity of SVOD price increase is overblown. https://t.co/T9NlQaVrSV
Canela Media’s global president, Phillipe Guelton, describes how the company is tapping AI for content and character creation, user experience, and monetization. https://t.co/AJ7BxnUdtf
Over-promoted originals and biased search tools drive viewers into YouTube’s arms. Which service is ready to act as an honest broker for all content, including from their competitors, and stop YouTube's TV takeover? https://t.co/pjNs4JJW5e