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nScreenMedia

Colin Dixon

The independent voice in digital TV

Platform
Substack
PricingFreemiumPublishesWeekly
Issues139Foundeda year agoLast Issue4 days ago
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Latest Issues

Inside the Stream - WBD’s Fundamentals Keep Sliding; Disney Emphasizes Streaming

WBD’s Q2 earnings further illustrate the company’s declining fundamentals, casting more doubt on the Paramount deal closing. Meanwhile, Disney+’s value proposition expands.

Clarification on the value of Oracle stock (1:30)

Will provi...

4 days ago

Inside the Stream - Parsing Peacock-YouTube; Why Paramount-WBD Will Collapse

What are the risks and opportunities for NBCUniversal in the Peacock-YouTube Premium bundle launching in 2027? And why we believe the Paramount-WBD deal will likely collapse.

The Peacock Premium-YouTube Premium distribution deal (1:00...

11 days ago

Inside the Stream - World Cup Boosts Streaming; YouTube Ad Revenues Surge

The World Cup’s success flowed through to Fox One and Peacock, both of which enjoyed subscriber gains. And YouTube ad revenue surged past $11 billion in Q2, with AI gains kicking in.

World Cup led TV ratings during the tournament (1:0...

18 days ago

Inside the Stream - Netflix Quashes Recent Engagement Concerns

On its Q2 earnings call, Netflix management tamped down recent engagement concerns and also addressed revenue growth, programming strategy, distribution, AI’s role, and more.

There has been considerable concern voiced by the industry and t...

25 days ago

Inside the Stream - Is Netflix Trying to YouTube-ify Itself?

Amid viewership challenges, Netflix continues to diversify into creator content, video podcasts, and more. Is Netflix trying to YouTube-ify itself, and if so, will it work?

Top News Stories

· World Cup enhances license value with rec...

a month ago

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  • Colin Dixon

    Analyst and blogger covering the transition from traditional TV to streaming: from one screen to every screen.

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