Episodes

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?

Thursday Nov 12, 2020
CandW discuss Disney D2C performance blowing past expectations
Thursday Nov 12, 2020
Thursday Nov 12, 2020
Disney continues to circle the wagons around its direct-to-consumer services. Subscriber growth at Disney+, ESPN+, and Hulu is strong, but is revenue heading in the right direction?

Thursday Nov 05, 2020
CandW discuss plunging RSN values and Roku’s Q3 2020
Thursday Nov 05, 2020
Thursday Nov 05, 2020
Sinclair took a $4B write-down on the value of its regional sports networks. The vMPVDs are dropping RSNs as fast they can. Is it game-over for the channels? We also look at Roku’s Q3 results.