Julia Alexander and Jason Snell break down the business of binge-watching in the era of the Streaming Wars.

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Latest Episodes

#63: Everyone Loves a Bundle

February 23rd, 2024 · 67 minutes

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?

#62: Spulu

February 9th, 2024 · 49 minutes

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.]

#61: A Collector of Sports

January 18th, 2024 · 73 minutes

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.

#60: You Heard It Here First

December 29th, 2023 · 46 minutes

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.]

#59: Netflix's Spreadsheet

December 14th, 2023 · 80 minutes

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!

#58: Christmas Is the Franchise

December 1st, 2023 · 33 minutes

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.]

#57: Challenging! But Fun

November 17th, 2023 · 69 minutes

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.

#56: "The Crown" Presented By Crown Royal

November 2nd, 2023 · 27 minutes

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.]

#55: It's Netflix 2013 again

October 20th, 2023 · 77 minutes

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.

#54: NIRP

October 6th, 2023 · 40 minutes

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.]