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.]
We break down the arrival of Mark Thompson as CNN's new boss. Also, there's a mega letters segment! [This episode was recorded September 7. See you in two weeks!]
Does the battle between Disney and Charter augur the end of the cable business model as we know it? Is the entertainment industry going bankrupt slowly, then all at once? It's time for an all-Sports Corner episode of Downstream!
The CNN streaming era re-begins--and we're still trying to figure out how TV news adapts to the streaming era. Also: Netflix makes a franchise bet on Zach Snyder, but is it shooting itself in the foot? And are streaming sports rights worth the high cost?
Disney alters the deal--pray they don't alter it further. But is Disney suffering from franchise fatigue, and is aggressively bunding Hulu with Disney+ the solution? Also: Jason's sad about Apple's failed college football deal.
Did Netflix lure the rest of the streaming industry into quicksand? We explore the difference between being an entertainment retailer and wholesaler. Then it's time to talk about the man, the legend, the human topic: Disney's Bob Iger.