Tag: wholesale distribution

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…

YouTube Music and Premium topped 150 million global members as Q3 ad revenue growth slowed to 9.2% despite record TV viewing. Google's 2027 Peacock bundle expands NBCUniversal's distribution while strengthening YouTube Premium's appeal and Google's negotiating leverage with streaming partners.

Peacock drove 92% of NBCUniversal Media's Q3 adjusted EBITDA improvement, yet generated just $18 million in adjusted EBITDA through September, a razor-thin 0.3% margin. With subscribers flat at 48 million and NBCUniversal's Comcast separation approaching, pricing, distribution deals, and sports…

Kirby examines how media consolidation and cost-cutting are reshaping the B2B media technology market, forcing vendors to prove their value as buyers streamline operations and reduce overlapping contracts. Companies that demonstrate measurable savings, solve critical problems, and clearly differentiate themselves…

Lionel Messi’s final Argentina match gave ViX a rare opportunity to acquire a massive, high-intent sports audience. Kirby breaks down how ViX can turn that moment into longer-term value by balancing direct customer ownership, wholesale distribution, reacquisition, and the economics…

Roku, Amazon and JustWatch are turning streaming discovery into a performance business where distributor cuts can be measured against incremental subscribers, viewing and transactions. As home-screen placement, bundles and FAST distribution become easier to audit, programmers have more leverage to…

Media companies are forcing costs that once hid inside broader growth strategies to justify themselves as slower growth makes cross-subsidies harder to defend. Microsoft, Warner Music, Netflix, Channel 4 and The Trade Desk are all tying spending more directly to…

Amazon and other scaled distributors are turning customer ownership into a priced part of streaming distribution. For specialty services, the direct subscriber relationship increasingly makes sense only when the added margin, data and control outweigh the cost of acquiring and…

Charter Communications has closed its $34.5 billion combination with Cox, adding 5.9 million internet customers and giving Spectrum a much larger base to cross-sell mobile, streaming and video products. The added scale also strengthens Charter’s leverage with programmers as broadband…

Amazon Channels is gaining leverage over Specialty SVOD as high churn forces services to continuously reacquire subscribers, with Antenna showing 42 million gross adds against a 42 million-subscription base over the past year. Amazon captured 67% of Specialty SVOD gross…