Kirby outlines 7 pragmatic predictions for where streaming is headed, spotlighting shifts in spending, control, and what success actually looks like. The real power isn’t in content libraries but in owning access, distribution, and the customer relationship. As the dust…
Gracenote’s Tyler Bell explores how fragmentation is overwhelming viewers and degrading the overall streaming experience. Despite a flood of content and high engagement, discovery issues are fueling churn, cutting into ad revenue, and undercutting monetization across the board.
Kirby unpacks how AI has quietly become the dominant interface in the subscription economy, eclipsing streaming services, productivity tools, and even the OS itself. Drawing on new Bango research, he shows how consumers now rank AI agents above Netflix and…
Kirby explores the idea that ESPN Unlimited may not have been designed primarily as a direct-to-consumer service, but instead as a modernized carriage play. The strategy mirrors ESPN’s historical use of new networks to gain leverage in distribution negotiations—only this…
Disney+ has partnered with South Korea’s TVING and Wavve to launch a bundled streaming offer, marking the first collaboration between a global streamer and a local Korean OTT service. The discounted plans aim to boost subscriber growth by offering access…
Fox Corporation reported a 5% year-over-year revenue increase in Q1 FY2026, driven by strong advertising performance from Tubi and the NFL’s return. Tubi reached profitability for the first time and saw 27% revenue growth, with viewing up 18%. Fox also…
Apple and NBCUniversal are launching a discounted streaming bundle on October 20, combining Apple TV and Peacock in a move that signals both companies are now embracing bundling strategies after years of holding out. The bundle includes up to 35%…
ESPN and Fox Corp. have launched a $39.99 per month soft bundle combining their new standalone streaming services. The deal preserves platform control for both companies, bypasses platform fees, and offers sports fans simplified access to key programming. With Venu…
Disney is replacing the Star brand with Hulu as the global tile for general entertainment inside Disney+, effective October 8. Alongside the brand shift, Disney+ is getting a major homepage redesign with personalized recommendations, live content integration, and new branding…
Walmart is expanding its Walmart+ membership by adding Peacock Premium as a streaming option alongside Paramount+ Essentials. Members can now choose between the two services and switch every 90 days. This move strengthens Walmart’s position in the subscription and video…
