ABOUT THIS EPISODE

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.

News

News Commentary

English

United States

Use API to fetch this episode in JSON

SHOW NOTES 🔗

00:01:00Brief overview of the Specialty SVOD market

00:03:30Specialty SVOD volatility

00:05:00Specialty service ads in Q2 2026 hit a record high

00:06:10The role of ad plans in the Specialty category

00:08:20Why specialty services are having a moment

00:10:00Amazon Channels is the “front door” of specialty SVOD

00:13:00How successful is Amazon at selling more than 1 service?

00:20:00The Wonder Project

00:22:00Do subscribers to a service from an aggregator last longer than direct sales?

00:29:00What to expect in the last part of 2026

TRANSCRIPT 🔗

Are you the producer of this podcast? Add a podcast transcript

Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

SEARCH PAST EPISODES

Search past episodes of Inside The Stream.

Embed this search bar to your website

OTHER EPISODES IN THIS PODCAST

Tubi is Firing on All Cylinders; YouTube Further Ups its Game

Aug. 14, 2026

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.

00:31:07

SAVE

CLIP

Parsing Peacock-YouTube; Why Paramount-WBD Will Likely Collapse

July 31, 2026

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.

00:32:53

SAVE

CLIP

World Cup Boosts Streaming; YouTube Ad Revenues Surge

July 24, 2026

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.

00:29:52

SAVE

CLIP

WBD’s Fundamentals Keep Sliding; Disney Emphasizes Streaming

Aug. 7, 2026

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.

00:33:09

SAVE

CLIP

Disclaimer: The podcast and artwork embedded on this page are from insidethestream, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.