YouTube revenue takes a hit and why that’s good news for streaming, the OS wars heat up as Google and Amazon battle it out and then reach a tentative truce.

Netflix deals with subscriber numbers, Wall Street, all-at-once-delivery, password sharing and the launch of their new ad-supported tier.

We evaluate the latest salvo in the streaming wars, this time around the TV OS, and speculate on why Roku is making smart bulbs.

What’s behind Peacock’s surprising comeback and why diginets might be the future of broadcast TV.

Can US cable networks survive the loss of carriage fees and the real value of OpenID’s new unified programmatic buying platform.

Why SVOD services rolling out linear channels is a smart move and why the iSpot-Conviva deal is perfect for today’s hybrid ecosystem.

Why Disney and Comcast desperately want Hulu and what happens next plus why the lack of carriage fees on streaming may be a bigger issue than many realize.

Why data privacy is about to become even more important to TV advertisers and what a new Vizio survey tells us about cord cutting and the importance of the TV OS.

Why we’re not surprised at the rapid growth of OEM FASTs and why Netflix hiring Peter Naylor sends a good signal to the ad community.

The many reasons Paramount was wise to join forces with Walmart, time for the streaming industry to stop focusing on subscriber counts.

Why Disney’s subscriber numbers come with a giant asterisk and the thing people don’t want to talk about when they talk about Walmart’s bundling ambitions.

Tubi is now available via Verizon FIOS, Paramount+ is now available via The Roku Channel: The Great Rebundling continues.

Disney steps on a political land mine again, consumers still love bundles.

The big issues confronting Netflix coming out of their Q2 earnings calls and why a resurgent Hulu may be an issue for Disney.

Is Microsoft cool enough for Netflix and the value of social video to explain new products.

Netflix needs more aggressive PR to get out in front of troubles real and imagined while streamers need to fix backend payments to creatives before they flee for greener pastures.

Our thoughts on the best advertising partner for Netflix, why smaller MVPDs would benefit from a turnkey streaming TV solution.

The real story behind all those after hours CTV ads and what to look for as Disney’s Hotstar loses IPL cricket rights.

Our thoughts on the Netflix/Roku rumor and why CTV desperately needs standardization everywhere.

Why cracking down on password-sharing is not a good idea for Netflix and why launching a streaming RSN is a very good idea for MLB.