Business

Skip argues streaming services shouldn't chase daily usage unless extra sessions improve retention, ad revenue, or willingness to pay. The better metric is how long a service can go between meaningful moments of value before churn risk rises.

YouTube’s expanding Stations beyond music to creator programming, media channels and podcasts, turning existing catalogs into continuous, always-on streams with live chat. The format gives YouTube a FAST-like channel business built on content it already hosts, creating more lean-back viewing…

Netflix is considering distributing services like Peacock and Fox One inside its app, potentially turning its roughly 330 million subscription households into a storefront for the broader streaming market. The model could let Netflix monetize discovery, billing, and customer acquisition…

Disney is raising ESPN Unlimited from $29.99 to $31.99 per month on September 17 while keeping the Disney+, Hulu, ESPN Unlimited bundle at $35.99, leaving just a $4 gap between standalone ESPN and the broader bundle. The pricing makes standalone…

Netflix has turned YouTube creator programming into a competitive licensing market by paying established creators to bring proven shows to its platform. YouTube’s responding with financing, brand opportunities, and preferential support to keep that programming exclusive, forcing it to pay…

Netflix, Disney+ and Amazon are widening the gap between ad-supported and ad-free pricing to monetize subscribers differently based on willingness to pay. Cheaper ad tiers help preserve reach and reduce churn, while higher ad-free prices capture more subscription revenue from…

Amazon and Charter are increasing their streaming leverage by owning the discovery, billing, and checkout infrastructure that turns audiences into paying customers, while MS NOW is moving the other way by building a direct membership business. As churn and acquisition…

Disney is bringing Dhar Mann Studios into its content ecosystem with a 20-episode order that gives Disney+ access to a high-volume, creator-led production model built around faster development, frequent releases, and rapid audience feedback. The deal could give Disney a…

Netflix is making premium CTV access a bigger competitive advantage for Amazon DSP, The Trade Desk, DV360 and Yahoo as it expands programmatic buying across pause ads, live inventory, audience targeting and new deal tools. Supported DSPs can keep more…

Basics of Streaming explains how services use behavioral, billing, content, and playback signals to predict subscriber churn. The business value comes from identifying why someone’s likely to leave, choosing the right intervention, and proving that action creates incremental customer value.