00:01:00World Cup drives subscriber gains at Peacock and Fox One
00:07:00Peacock has its first profitable quarter in Q2
00:09:50YouTube shows strong gains again in Q2 2026
00:21:00mount-WBD deal go or no go?
À PROPOS DE CET ÉPISODE
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.
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RECHERCHER LES ÉPISODES PASSÉS
Rechercher les épisodes précédents de Inside The Stream.
AUTRES ÉPISODES DANS CE PODCAST
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.
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.
Antenna’s VP, Strategy, shares insights from new research on specialty SVOD services, showing robust growth, strong Amazon Channels dependence, and a couple of breakout successes.
Tubi’s latest engagement metrics and revenue suggest the streamer is firing on all cylinders. Meanwhile, YouTube is further upping its game, with a UI overhaul and new creator minimums.
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