Streaming leverage is shifting toward companies that control discovery, identity, billing, ad infrastructure, measurement, and the customer relationship. Content still matters, but it’s becoming less powerful without demand control, especially as ad-supported plans, bundles, AI, creator platforms, and cross-platform IP…
Entertainment’s next power shift will come from control of demand, not content production. As creation gets cheaper and supply expands, leverage will move toward companies that own discovery, customer relationships, monetization, and trust. Content still matters, but attention, data, and…
Streaming’s biggest constraint isn’t content supply, it’s attention. IMAX, Netflix, Spotify, Disney, Roku, FAST, bundles, and AI all point to the same business reality: urgency drives the first action, habit drives return visits, and the customer relationship determines who captures…
Basics Of Streaming explains why latency has become a major business issue as streaming shifts toward real-time engagement. Delayed streams disrupt sports betting, live commerce, creator interactions, and second-screen social behavior, weakening engagement and retention. The piece outlines how technologies…
Skip argues that FAST has moved from growth story to clutter problem, with real audience demand now exposing how many channels were built around supply instead of viewers. His analysis frames FAST’s next phase around curation, platform power, advertiser selectivity,…
Everybody wants convergence, but nobody agrees on what it actually means. Andrew Rosenman argues that linear TV and programming owners still hold strategic advantages in converged advertising because they control inventory, audience reach, and campaign execution across platforms.
Hub Entertainment Research found FAST audiences now behave much more like premium streaming subscribers, with users still paying for TV services while treating free streaming as a core part of their viewing habits. The study also shows growing overlap between…
ESPN and The CW are turning CW Sports into a broader distribution play, with more than 800 hours of live sports heading to ESPN’s Unlimited tier while CW entertainment programming lands free on The Roku Channel the day after broadcast.…
Tubi and TikTok are turning creator traction into a formal development pipeline for long-form AVOD programming. The Creatorverse Incubator gives Tubi a faster, lower-risk way to build scripted and unscripted shows around pre-validated creator IP, while TikTok adds both audience…
Streaming’s competitive center of gravity is shifting from subscriber growth to engagement velocity, especially across mobile-native, vertical environments. Microdrama apps like ReelShort are outperforming major SVOD services in daily mobile watch time per active user, signaling that frequency and habit…
