The Future Of Television. Dissected Daily.
Netflix To Report Q2 Earnings As It Prepares To Launch Ad-Supported Tier (Cheddar News)
TVREV’s Alan Wolk on Cheddar News talking about what to expect from Netflix’s earnings call and from their advertising platform overall.
Did Previous Pixar Streaming Releases Tank ‘Lightyear’ In Theaters?
Disney CEO Bob Chapek got his contract extension, but Florida board meetings came as questions rise about whether his Disney+ streaming strategies are hurting box office for Lightyear and other big animated projects in the company’s pipeline.
As TV Viewers Rebundle, Can Cable Companies Mount A Comeback?
Market fragmentation and confusion may lead to new opportunities to re-aggregate broadband, legacy TV, OTT apps, gaming and more, PwC says in a new report. That could pave the way for a cable comeback if it can solve consumer problems with billing, search and more.
After IPL Rights Pullback, Is It Time For Disney To Rethink Streaming Goals?
Disney got out of the business of streaming Indian Premiere League games this weekend. Now when will it acknowledge how much more difficult it will be to reach its ambitious global goals for streaming subscribers? And will investors care at this point?
Apple, NFL Could Create A Formidable Stream Dream Team
Apple has a chance to create a formidable partnership with the NFL to stream games on both mobile and connected TVs, plus buy a stake in NFL Media. If the company can pull it off, it could transform the streaming business.
How Does Disney Get The Most Out Of Its IP Without Spoiling Its Value?
Adding to Disney’s difficult year thus far, is the company harming its most valuable IP by churning out a never-ending stream of it?
The New TV Nomenclature
Infographic explaining why “Free” and “Subscription” are business models and “Linear” and “On Demand” are delivery methods.
Breaking The Commandments At Netflix; What Will It Look Like After?
After a bad quarter, Netflix is tearing up seemingly every crucial differentiator in how it operates compared to the rest of the streaming industry. Will the changes make it stronger and more profitable, or just like everyone else in the crowded streaming-video industry?
Explaining The Difference: FAST vs AVOD vs SVOD
Once again, nomenclature is causing problems in the streaming ecosystem. (Remember OTT vs CTV?) TVREV unpacks and explains.
Netflix’s Subscriber Numbers, Advertising Pivot And What To Look Out For
Conviva’s Nick Cicero on what to look out for with Netflix as they move into advertising and out of rapid subscriber growth..
Hey, Netflix, Lionsgate’s Jon Feltheimer Still Has A Deal You Should Take, And It Beats Advertising
As Netflix casts about for ways to make more money, including a problematic exploration of an ad-supported option, Lionsgate CEO Jon Feltheimer thinks he has a better idea, packaging the three Knives Out movies in a new partnership. It would be a big change, but maybe a big help for the streaming leader.
From Cheddar TV: Movie Theaters Hope to Capitalize on Netflix Subscriber Loss
TVREV Co-Founder and Lead Analyst Alan Wolk discusses the future of moviegoing with Cheddar TV’s Hena Doba
Are Live Sports A Magic Bullet for Streaming? It Depends Who’s Asking.
Live sports are a major draw for audiences, but that doesn’t mean every streaming service should just treat them as a savior.
Did Hollywood Give Up On Its Legacy Golden Geese Too Soon?
Netflix’s disastrous week is almost certainly an occasion for other media companies to reconsider their online strategies. Should they plow ahead, betting everything on the streaming future, or slow down and sustain their legacy broadcast and cable operations as long as possible?
Book Excerpt: The Birth Of Streaming, Circa 1993
This exclusive excerpt from “Binge Times”, Dade Hayes and Dawn Chmielewski’s new book about the rush to catch up with Netflix looks at one of the earliest attempts at streaming back in 1993.
Of Course Netflix Will Have To Run Advertising. The Real Question Is What Will It Look Like
If its goal is Total World Domination, Netflix will need to run ads. Some TVREV thoughts on what that might look like.
As Streaming Shifts To Ad-Based Tiers, Is Netflix Still The One That Matters?
With a muted earnings release expected Tuesday from Netflix, the drumbeat is rising for the company to consider an ad-supported tier. Can the company still be the bell cow of the streaming business?
When Each Public Streaming Company Will Report Earnings This Quarter
As a service to our readers, we’re compiling all the earnings calls scheduled by the relevant companies in the streaming space.

