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Disney’s blockbuster streaming numbers aren’t cutting it: Despite a whopping 12.1 million subscribers, investor pressure is pushing Disney to dramatically increase ARPU.

YouTube will have more US viewers than any other over-the-top (OTT) platform, at 231.5 million. Netflix also ranks toward the top, with 169.3 million viewers, and Amazon Prime Video will boast an audience of 152.6 million.

Pro soccer will mark Apple’s first foray into live TV ads: Apple TV+ is one of the last streaming ad holdouts, and the company is honing in on ad revenues.

Nearly 60% of US adults watch digital video on non-TV devices, like laptops, tablets, and smartphones, every day. That’s up from 54% last year, and 27% in 2013.

Warner Bros. Discovery earnings demonstrate the conglomerate’s tricky position: It can’t invest enough to right its ship considering its crushing debt.

YouTube will soon sell subscriptions to other streamers: Major rivals like Netflix and Disney are notably absent as YouTube gears up to take them on.

Around 60% of US TV viewers think the number of ads on Hulu, Discovery+, and HBO Max is reasonable. Fewer of them feel the same about Paramount+ and Peacock, while live TV is considered the biggest offender in this respect.

Apple's streaming price hikes test their brand equity: The tech giant's audio and video services are getting more expensive; will consumers grin and bear it?

Nearly half of the US will watch live sports this year, and nearly a quarter will watch via digital, per our forecast. Live sports streaming isn’t going anywhere, but as the playing field gets more crowded, behaviors among platforms, advertisers, and consumers are shifting.

On today's episode, we discuss what to make of Netflix's subscriber turnaround, how we expect its new ad-supported tier to perform, and how effective we think its new "sharing policy" will be next year. "In Other News," we talk about where Peacock sits within the streaming universe and why streaming viewers are so unhappy with ads. Tune in to the discussion with our analyst Ross Benes.

Netflix just released its final ads-free earnings report: It's the last time the focus will be on subscribers over revenue.

The longer the ad, the more likely US TV viewers will call it unreasonable. And only half of TV viewers who recently watched the shortest ads—less than 30 seconds—felt the length was reasonable. If viewers must watch ads, they want them to be as short as possible.

More US adults have canceled Netflix so far this year than any other subscription TV or video service, at 6.2%. That said, 68.8% of US adults have not canceled any of these subscriptions.

With Apple TV+, ad-supported streaming becomes the norm: Apple’s service is one of the last to hop on the AVOD trend, but its ad ambitions go much further.

Netflix brings on third-party ad measurement partners: The streamer is trying to ease concerns about its effectiveness and unusually high CPMs.

TikTok’s videos are ideal vehicles for misinformation: Misleading short-form videos are going viral on TikTok and competing platforms, proving that video is difficult to regulate.

It looks like gambling is coming to ESPN: Disney is reported to be close to striking a deal with sportsbook DraftKings.

Amazon’s $1 billion-a-year Thursday Night Football bet appears to be paying off, drawing record Prime sign-ups and reinforcing advertisers’ confidence in Amazon’s streaming tech. Once a pillar of pay TV, live sports have become the next big thing in streaming.

On today's episode, we discuss the details of Netflix's advertising push, which video streaming service has the most impressive content strategy, and how many Americans still have cable. "In Other News," we talk about what to make of Netflix's plans to launch its own video game studio and which is the dark-horse video streaming platform. Tune in to the discussion with our analyst Ross Benes.

Streamers are clamoring for video game adaptations: Netflix’s latest animated series shows why game publishers and streamers are striking so many deals.