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Disney acquires Fubo, clearing Venu Sports鈥� troubled launch: The deal hints at future media mergers and sets the stage for a streaming shakeup.

And that's a problem overall with short form video, but without the algorithm that's surfacing that content and also without those creators, without those users, and without that culture in one place, I don't know that it's still the same thing. And I have a hard time believing that creators are going to start migrating to a Nordstrom.

Most subscription streaming services offer ad-free and ad-supported plans. After Amazon Prime Video introduced its ad plan in January, Apple TV+ became the biggest advertising holdout among streamers. Advertising holdouts have gradually accepted commercial breaks in their programming.

颁辞尘肠补蝉迟鈥檚 streaming ad platform aims for SMBs: Universal Ads will launch with partners like Roku and WBD as competition for SMBs increases.

Our take: The collapse of Venu Sports will slow the pace of streaming industry consolidation, with each of its stakeholders opting to focus on their own products rather than pursue the controversial joint venture.

The news: Roku has hit a landmark 90 million streaming households, it said Wednesday, reaching a significant milestone as mergers and acquisitions shake up the connected TV (CTV) and streaming sectors. Zooming out: Roku has firmly established itself as a leader in both the US streaming and CTV markets, but its future in the saturated and rapidly consolidating industry is uncertain.

Amazon's NBA streaming package will deliver 66 games with integrated advertising opportunities beginning in late 2025. Amazon is projected to generate $750 million in NBA streaming ad revenues alone, per MoffettNathanson analysis. Sports viewing habits show clear demographic patterns:. Adults 55 to 64 watch 5.2 hours of live sports weekly versus 1.9 hours of highlights.

Amazon strengthened its grip on ecommerce in 2024: The retailer warded off growing competition from Temu and Walmart by improving delivery speeds, offering deals, and enhancing Prime benefits.

Wall Street has been pushing media companies to separate struggling linear networks from streaming operations. This restructuring positions WBD to better compete as viewing habits continue shifting toward streaming. Zooming out: Legacy media firms are making major changes as they embrace streaming in a bigger way.

Digital eclipsed traditional pay TV among live sports viewers in 2023. As that lead grows, the growth of women鈥檚 sports and betting apps provides marketers with opportunities to reach new audiences.

On today鈥檚 podcast episode, we discuss how Netflix鈥檚 recent live sports events have performed, if there鈥檚 a new streaming price ceiling for consumers, and whether its entertainment hub playbook is replicable. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson and Vice President Paul Verna. Listen everywhere and watch on YouTube and Spotify.

Warner Bros. Discovery ends new Sesame Street production deal: Show plans format changes as streaming platforms shift away from children's content.

Social fuels streaming: Netflix invests in BookTok sensation 鈥淭wisted Love鈥� as TikTok reshapes publishing and adaptation strategies.

Prime Video may take a stab at streaming news: A successful election night broadcast has the streamer exploring options.

The news: Nielsen received Media Ratings Council (MRC) accreditation for Big Data + Panel, its measurement solution that combines first-party data from connected TVs and streaming services with its staple panel methodology. The approval positions Nielsen to better compete with companies like iSpot and VideoAmp that are hoping to chip away at its market share.

In 2026, NBCU will be the streaming partner of the Olympics, the Super Bowl, WNBA finals, the Spanish-language World Cup, and more. Debuting new ad products now gives advertisers time to test them, allowing NBCU runway to work out kinks ahead of the high-volume period.

Rather than chasing a streaming-only future, Comcast is doubling down on a hybrid approach, integrating broadcast, streaming, and theatrical content. While live sports and premium content will drive growth鈥攖he company shared news on that front at CES鈥擯eacock鈥檚 profitability remains a challenge.

Success will rest on effectively transitioning viewers from current rightsholders while capitalizing on Peacock's streaming capabilities. Sports programming will become an increasingly vital revenue stream for NBC as parent company Comcast plans to separate the broadcast network from its cable channels.

Why it matters: The streaming giant's sports strategy extends beyond immediate viewership. The NFL deal represents a broader push into live sports. The company鈥檚 WWE streaming rights begin in 2025, and a successful NFL stream could position Netflix to win rights when they go up for grabs again next year. Future rights include the Women's World Cup in 2027 and 2031.

Major streaming platforms are actively competing for women's sports content rights. Traditional broadcasters are dedicating more prime slots to women's sports coverage. Our take: The doubling of women's sports viewership represents more than just audience growth鈥攊t鈥檚 a noteworthy shift in the sports media landscape.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.