Inside The Stream

insidethestream
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Oct 31, 2025 • 27min

Tubi Profitable, YouTube Growth, Peacock in Neutral

In earnings news this week, Tubi has turned profitable, YouTube notched another $10 billion quarter in US ad revenue, and Peacock’s subscriber count is stuck in neutral. 
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Oct 24, 2025 • 27min

Netflix’s Ad Revenue to Double; Can Peacock Fly with the NBA?

Netflix reported Q3 results this week, saying 2025 ad revenue will double and engagement is rising, but by how much? And is the NBA a ticket to Peacock’s success or a poison pill?
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Oct 17, 2025 • 38min

Antenna’s Subscriber Views Exposes Programming’s True Value

How effective is a specific title at acquiring, retaining, and engaging viewers? Antenna’s CEO, Jonathan Carson, explains how his firm’s new Subscriber Views delivers the answers.
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Oct 10, 2025 • 25min

Netflix’s Ad Tier Gains, TV OS Updates, Fubo Ingests ESPN

Netflix is making strides to balance revenue between ad-supported and ad-free users. One host shares a positive experience with Netflix's ad load compared to traditional TV. The Trade Desk's Ventura TV OS proves valuable for DirecTV, enhancing viewer experience. Meanwhile, Amazon is transitioning to a new OS, Vega, to streamline app functionality. Fubo is making waves by ingesting ESPN content into its platform, bringing on-demand sports closer to fans. Tune in for insights into the changing landscape of streaming and advertising.
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Oct 3, 2025 • 35min

FAST Viewership Increases, But Monetization Challenges Remain

New data from Wurl reveals renewed growth in viewership for FAST channels. But monetization challenges remain, particularly for those outside the top tier.
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Sep 26, 2025 • 30min

Disney Raises Prices Again, Risking Subscriber Retention Rates

Disney is raising the monthly price of its streaming services by up to 20%. Following prior increases, subscriber retention rates stayed strong. Will they this time, too?
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Sep 19, 2025 • 33min

ESPN’s Launch, YouTube’s $100 Billion Payout, Amazon Innovate

Antennas says ESPN and Fox One gained 1 million paid subscribers in their first 10 days - is that a lot, or not? YouTube has paid creators $100 billion in 4 years, and Amazon keeps innovating.
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Sep 12, 2025 • 24min

Inside the Stream - YouTube Scores With NFL, Vimeo Sale, MTV Rebound and More

YouTube scored a record 17 million global viewers for its Chiefs-Chargers livestream, Bending Spoons is buying Vimeo for $1.4 billion, and can MTV be resuscitated?
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Sep 5, 2025 • 33min

The Trade Desk’s SVP of Ventura TV OS Interview Debrief

Can The Trade Desk’s Ventura upend the TV OS market? We discuss the key takeaways from our recent interview with Ventura SVP Matthew Henick and the TV OS's potential industry impact.
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Aug 22, 2025 • 39min

Interview with The Trade Desk’s SVP of Ventura TV OS

The Trade Desk’s SVP of the Ventura TV Operating System, Matthew Henick, joins us for a deep dive into Ventura’s competitive positioning and advantages, key challenges, and goals.

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