Insights

Kirby examines how the bundle boom is reshaping streaming economics as premium SVOD bundle signups reached 20 million in Q4 2025. The analysis breaks down why subscriber growth doesn't always translate into incremental revenue, and how customer acquisition, migration, wholesale…

From the Archives traces Showtime's shift from pay-TV authentication to standalone streaming and its eventual integration into Paramount+. Skydance's consolidation plans reinforce how aggregation can lower costs, improve subscriber retention, and preserve the value of premium programming without maintaining separate…

Borrell Associates, a local advertising research firm, says video has overtaken search as the largest local ad category, with spending projected to hit $30.8 billion in 2027. As YouTube, Amazon, and Roku make video advertising easier for small businesses to…

Skip examines how 13 NBA teams and seven NHL teams are replacing lost RSN revenue through streaming subscriptions, free broadcasts, and distribution partnerships. The shift creates new opportunities for fan engagement and monetization, but teams face smaller guaranteed payments, higher…

Looper Insights' Francesca Pezzoli identifies a critical ownership gap in CTV merchandising that leaves streaming services unable to verify promised home-screen placements, often mistaking weak exposure for poor marketing performance. She calls for a single accountable owner and real-time monitoring…

Kirby examines how record political ad spending is driving battleground CTV CPMs to $43 and pushing regular advertisers out of premium inventory. With streaming offering more options and national TV ad rates falling, local stations risk losing year-round advertisers once…

From the Archives revisits BBC iPlayer's 2007 launch, which made free catch-up viewing a consumer expectation and pressured traditional TV rights models. Now generating 8.9 billion annual requests, iPlayer faces growing funding challenges and increased dependence on third-party platforms like…

Netflix's acquired catalog is now 65% non-English-language titles, yet 60% of Japanese and 70% of Turkish VOD content remains unavailable internationally. That gap creates significant licensing opportunities for global streamers to expand their catalogs and for rights owners to generate…

Hollywood's record $4.765 billion summer exposed a fragile theatrical business, with five films generating 53% of revenue while the rest of the slate earned $960 million less than in 2013. Low-budget hits like *Obsession* and *Backrooms* highlight the value of…

Skip breaks down why broadcast TV still commands the largest share of political ad spending, with $5.6 billion projected for 2026 versus CTV's $2.7 billion. Favorable pricing, established buying relationships, and predictable execution keep broadcast ahead, putting pressure on CTV…