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

#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.]

#53: I'm Living With a Criminal

September 21st, 2023 · 45 minutes

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!]

#52: Defying Gravity

September 7th, 2023 · 39 minutes

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!

#51: Cool, Man, But What Happened After?

August 25th, 2023 · 70 minutes

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?

#50: Platform Chess

August 11th, 2023 · 48 minutes

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.

#49: Selling Shovels

July 28th, 2023 · 74 minutes

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.