Fallout from the "Spulu" announcement from Disney, Fox, and WBD continues; picking apart HBO's "Last Week Tonight" YouTube strategy; and what does Peacock have in common with the New York Jets?
Disney, Fox, and WBD come together to create a sports streaming joint venture, but what does it all mean? [Downstream+ subscribers also get to hear us discuss Disney's Epic investment, Sports Corner updates, and the most streamed originals of last year.]
After some Apple Vision Pro opinions, it's time for a veritable Sports Pentagon of topics, including: Regional sports streaming alliances, the NFL cozying up to ESPN, Amazon cozying up to Diamond Sports, and the value of Peacock's streamed playoff game.
The fate of Paramount Global hangs in the balance, and our favorites of the year. [Downstream+ subscribers get an extra half hour, including RSN collapses and potential streaming solutions, and our predictions for 2024.]
It's finally happened: Netflix has made its viewing data public... via an Excel spreadsheet? Also: Disney+ and Hulu get connected in the U.S., it might be the endgame for Paramount Global, and your letters!
The holiday season is peak streaming season, too! We discuss the seasonal opportunities for streamers, plus: letters! [Downstream+ subscribers also get: Amazon's Black Friday NFL experiment, YouTube & Sunday Ticket, and the coming sports/RSN implosion.]
Disney's going to own all of Hulu. Does this uniquely position them to be the most legitimate challenger to Netflix? We also discuss the power of platforms, Apple's "Napoleon" opportunity, and Disney's Marvel experimentation.
Netflix adapts to selling ads, and your letters! [Downstream+ subscribers also got: Apple TV+ cancelling Jon Stewart and raising prices, YouTube's news challenge and the value of YouTube culture, and Jason Kilar's big idea.]
Netflix (which is still top dog) reports results and makes price hikes. Also: Disney+'s value proposition, the complexity of selling ads for streaming, Marvel discovers TV, and your letters.
The WGA strike is over, so what does it mean? Also, your letters! [Downstream+ subscribers also get: Don't blame the writers for the end of Peak TV, Max gets interesting, Amazon adds ads, and Disney ♥️ Charter.]