Paramount’s potential combination with Warner Bros. Discovery would give the merged company 57% reach across US internet households, putting it near Netflix, Amazon, Google, and Disney. Paramount’s latest quarter strengthens the case, with streaming revenue up 11%, Paramount+ revenue up…
Roku’s Howdy has surpassed 1 million subscribers within its first year, with Antenna data showing strong early growth and a roughly 51% retention rate that outpaces typical streaming benchmarks. The $2.99 ad-free service leverages Roku’s owned distribution ecosystem and licensed…
Skip breaks down how CTV operating systems now control discovery, monetization, and viewer decision-making, pushing streaming services into a fulfillment role within OS ecosystems. As home screens become the primary interface, services are optimizing for placement and visibility instead of…
Warner Bros. Discovery structured HBO Max’s India launch as a paid add-on within JioHotstar rather than a standalone service, using an existing platform to bypass the market’s pricing pressure, fragmentation, and operational complexity. The move prioritizes distribution efficiency and scale,…
From the Archives revisits Seeso and argues the service failed because comedy didn't drive the repeat behavior a subscription model needs. It shows that Seeso had credible programming and a clear editorial identity, but the product never matched how audiences…
Streaming services trained consumers to optimize around promotional pricing, creating a system where users actively minimize what they pay rather than commit long-term. That behavior now conflicts with the industry’s shift toward profitability, as discount-driven acquisition lowers effective pricing and…
Netflix faces up to €2 billion in refunds after a Rome court ruled its past price increases violated Italian consumer law, forcing the company to roll back pricing tied to contracts dating back to 2017. The decision reframes contract design…
Ampere Analysis says the streaming industry crossed $150bn in subscription revenue, but the real story isn’t growth in users. Revenue is climbing for a different reason, as pricing moves and ad-supported tiers reshape how the business actually works. What’s happening…
Ampere Analysis finds HBO Max leads peers in bundle scale across partners, markets, and packages. Streaming growth is increasingly driven by distribution deals, with discounted wholesale pricing functioning as the core customer acquisition cost. As more growth comes through hard…
