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Viewership of children’s cable programming declined significantly in the past decade. Nickelodeon, Disney Channel, and Cartoon Network lost more than half of their total viewership between 2016 and 2023, according to Nielsen.

On today’s podcast episode, we discuss why now might be the exact right time for Meta to bring back live shopping, who would be the most likely candidate to buy Party City, and why Disney thinks that now is the right time to pull the trigger on a big change. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna.

‘Star Wars’ is coming back for another trilogy: Disney is likely to spend heavily, and a pipeline to streaming could bolster Disney+ revenues.

Faced with booming media rights costs and legalized gambling, broadcasters, streaming services, and leagues are navigating how to stay innovative, remain profitable, and keep sports accessible for everyone. Media rights costs for major sports have surged dramatically, posing a significant challenge for traditional broadcasters like NBC and Disney.

Disney’s going for efficiency across the board: Ad sales will be largely automated by 2027, while content teams are streamlined behind the scenes.

After a hack exposed sensitive internal data, Disney is looking for other solutions, raising the stakes for Salesforce to restore trust in its products.

Venu’s disruptive potential: The planned venture poses a significant risk to pay TV services that are already losing share to ad-supported streaming subscriptions. With Disney, Fox, and WBD’s linear sports offerings in one place at $42.99 monthly, Venu would offer cheaper access to sports than most linear and pay TV services. That threat is what spurred Fubo to launch its antitrust suit.

Netflix saw a 16.8% increase in digital ad revenue in Q2 2024, marking the fourth consecutive quarter of growth, according to the company’s earnings.

Performers win key concessions, but holdouts like Disney and EA signal a slower path toward industry changes.

On today's podcast episode, we discuss what happens next now that sports-focused streaming service Venu Sports has been blocked, how to get customers onboard with your AI-infused products and services, how the streaming bundle is changing, the US considering a breakup of Google to address its search monopoly, the most sort after plane seats, and more. Tune in to the discussion with host Marcus Johnson, director of reports editing Rahul Chadha and analysts Ross Benes and Max Willens.

Disney is encouraging its viewers to play. Instacart is balancing food content and advertising. YouTube is experimenting with less-intrusive picture-in-picture placements for livestreams. Here is how advertisers can capitalize.

Thanks to Hulu and ad-supported tiers, Disney streaming profits: The company solidified its position as a streaming ad leader with a strong Q3.

Click here to view the full forecasts for US traditional pay TV subscription revenues, digital pay TV subscription revenues, and OTT excl. digital pay TV subscription revenues. YouTube has quietly developed a strong subscription business.

But the era of fast growth for digital pay TV is already ending, and its market share is nowhere close to where traditional pay TV used to be. Linear pay TV’s slide into niche status has officially begun. Prediction. Digital pay TV will confront the same pricing issues faced by traditional pay TV, muddying its future.

YouTube TV had grown to over 8 million subscribers as of February, making it the fourth-largest US pay-TV service behind Charter, Comcast, and DirecTV. It is projected to surpass Comcast as the top US pay-TV provider by 2026. Our take: While the YouTube TV price increase might test subscriber loyalty, YouTube's broader living room strategy appears hard to beat.

This year, more than three-fourths of traditional pay TV viewers will watch live sports monthly. In 2020, less than two-thirds of traditional pay TV viewers watched live sports. In other words, sports fans are more reluctant to cut the cord than other TV viewers. Heavy sports watchers are abundant in the cohort that’s still paying for cable TV.

Netflix viewership grows thanks to hit show ‘Bridgerton’: While Netflix is seeing gains, it still falls behind NBCU, YouTube, and Disney.

Whether it thrives will depend on how well it adapts to an audience that has already moved beyond traditional pay TV.

Digital pay TV offerings—also known as virtual multichannel video programming distributors (vMVPDs)—include services like YouTube TV, Fubo, and Sling TV, which deliver linear TV programming digitally. The rest of the streaming sector will make larger gains during that period, increasing its share of video subscription revenues by about 8 percentage points.

On today's podcast episode, we discuss what to make of Google deciding to keep cookies, whether a Spotify for movies service could work, if people will want to have a conversation with their newspaper, if Disney can be as addictive as Netflix, why there are more Olympic teams than countries, and more. Tune in to the discussion with host Marcus Johnson, our analysts Ross Benes and Blake Droesch, and vice president of content Paul Verna.

NBA lands historic media deals: New agreements with Disney, NBC, and Amazon promise expanded coverage and increased accessibility for fans.

Disney recently announced plans to acquire a majority stake in streaming service Fubo and merge it with Hulu + Live TV, creating a large pay TV service and clearing the way for Venu Sports to launch and disrupt sports streaming. Without a major rights deal of its own, Roku could struggle to attract new customers.