Streaming Market Watch

Prime Video launches Clips, a TikTok-style vertical feed to speed content discovery.

• Competitive response: Mirrors Netflix's Clips tests and...

Texas AG sues Netflix for ad 'bait-and-switch'—promising ad-free but launching tier in 2022 despite Reed Hastings' vow—and data spying via user...

Netflix boosts targeted ads by adding Amazon shopper data to its UK/EMEA inventory starting 18 May, following the US rollout.

Disney Earnings Highlights

• 🔥 Q2 Results Beat Guidance: Disney beat fiscal Q2 guidance, with revenue up 7% and total segment operating income up...

Prime Video introduces a new Ultra subscription tier that's ad-free, raising prices for the ad-free option. This marks evolution from its 2006 debut as Amazon Unbox, rebranded to Prime Video in 2018.

Disney's streaming profitability momentum builds:

• Q2 beat: Revenue up 7%, total segment operating income +4% YoY
• FY26 outlook: Expects 12% adjusted EPS growth
• Strategic positioning: Disney+ as digital centerpiece

Creator shift alert: Richard Gadd's post-Baby Reindeer HBO Max series Half Man is dominating charts.

• Baby Reindeer breakout: 90M views in 90...

Mortal Kombat II opens in theaters this weekend after $5.2M previews from 3,200 North American screens, following the typical Warner Bros. window to digital and HBO Max streaming this summer.

Amazon Prime Video is launching a TikTok-style 'Clips' feed to hook users with short snippets of shows, mirroring Netflix and Disney strategies.

Key...

Disney+ app could see major changes per new report, though it's a very early plan that might take time or not happen at all.

Netflix marks two years of advertising with a global rollout of its in-house ad technology throughout 2025, expanding programmatic buying capabilities for a maturing ad ecosystem.

HBO Max rolls out in-app curated channels today for select U.S. users, featuring themed playlists of binge-worthy titles.

Netflix is adding NFL games to its lineup, a milestone in the league's international expansion to boost popularity outside the US.

Netflix Product Launches

• 🔥 Vertical Videos Rollout: Subscribers in the US and select countries will see vertical videos launch on the Netflix...

Older Amazon Fire TV Stick models no longer support a major streaming app, raising fresh concerns for users with aging hardware facing update shortfalls.

Netflix's AI voice search previews what Apple Intelligence could bring to the rumored fall Apple TV 4K—delayed for iOS 27 Siri—with a powerful new...

Netflix has the lowest movie ad time among streamers, offering the overall lowest ad exposure with roughly 2.0 minutes per episodic TV series.

AMC stock pops overnight as Netflix expands 'Narnia' to a broader eventized global theatrical rollout, replacing an earlier shorter IMAX-only run delayed from Thanksgiving.

• Mixed Q1 2026 results for WBD, but streaming emerges as the only real growth engine.
• HBO Max surpasses 140M subscribers, fueling the bet on streaming expansion.
• Earnings call spotlights power of global scaled streaming amid Netflix/Paramount talks.

Netflix is rolling out vertical videos on its mobile app, with subscribers in the US and select countries seeing changes starting today and global rollout throughout the summer.