Episodes
Thursday Feb 11, 2021
CandW discuss why Hulu Live subs fell, the streaming Super Bowl
Thursday Feb 11, 2021
Thursday Feb 11, 2021
Disney turned in a great quarter of streaming service growth, though Hulu Live was suffering from a price increase hangover. The streaming Super Bowl did well, showing strong growth even as TV viewers declined.
Thursday Feb 04, 2021
CandW discuss YouTube’s $20B ad revenue coup, Crunchyroll’s 25% sub growth
Thursday Feb 04, 2021
Thursday Feb 04, 2021
Since 2018, ad revenue at YouTube has grown 77%. What's more, the pandemic is responsible for only a part of it. Crunchyroll grew subs 25% in six months, spurred on by lockdown viewers. But it has recruited Idris Elba to keep growth going.
Thursday Jan 28, 2021
CandW discuss Comcast cable TV 2020 losses, Peacock gains
Thursday Jan 28, 2021
Thursday Jan 28, 2021
Comcast cable TV 2020 losses increased to 1.3M, twice the 2019 figure. Peacock, on the other hand, gained 7M in the last seven weeks. Both trends look set to continue.
Thursday Jan 21, 2021
CandW discuss the ad spending gap and Netflix 2020 results
Thursday Jan 21, 2021
Thursday Jan 21, 2021
Almost a third of TV viewers can only be reached by streaming, yet 90% of TV ad revenue still goes to traditional linear TV. Netflix had a banner 2020, but signs are it has a value problem in Latin America.
Thursday Jan 14, 2021
CandW discuss streaming movie wars, AT&T TV Now demise
Thursday Jan 14, 2021
Thursday Jan 14, 2021
In 2020, Disney+ was tops for original streamed movies. This year, Netflix and HBO Max are coming for Disney’s movie crown. AT&T throws in the towel on vMVPDs, but it could have been so different.
Thursday Jan 07, 2021
CandW discuss Roku users watching 3 hours a day, Discovery+
Thursday Jan 07, 2021
Thursday Jan 07, 2021
Roku users are streaming almost three hours per day. Can Quibi content help drive usage even higher? Discovery+ is here. Will it help boost Roku streaming time too?
Thursday Dec 17, 2020
CandW discuss top ten OTT TV stories of 2021
Thursday Dec 17, 2020
Thursday Dec 17, 2020
vMVPD price increases, the continued decline of pay TV, Netflix growing in the face of new competition. All were important stories in 2020, but none of them made our top ten list. Listen on to find out what did.
Thursday Dec 10, 2020
CandW discuss if premium video on free vLinear is a trend for 2021
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Old media is all-in on subscription streaming. But with growth slowing, premium providers like Showtime are looking to free virtual Linear TV to boost their digital growth. Will others follow in 2021?
Thursday Dec 03, 2020
CandW discuss the opportunity for discovery+, co-viewing not dead!
Thursday Dec 03, 2020
Thursday Dec 03, 2020
Have the tablet and smartphone killed family co-viewing? New research says no. Discovery is rolling out all its stars to help the launch of discovery+. Is it enough to win over cord-cutters?
Thursday Nov 19, 2020
CandW discuss the Q3 surprise for linear pay TV
Thursday Nov 19, 2020
Thursday Nov 19, 2020
Linear pay TV pulled off a big surprise in the third quarter. Traditional operators lowered losses and vMVPDs put on a big gain. What’s going on and can the industry repeat it in the fourth quarter?