Streaming Market Watch

Netflix and Disney+ are both exploring free ad-supported tiers after years of price hikes.

• Subscriber growth: Free entry points target...

HBO Max's ad-supported tier now claims 40% of global subscribers and over half of recent sign-ups, pushing streaming revenue past $3B for the first...

A federal judge dismissed the consumer antitrust challenge to the Paramount Skydance-Warner Bros. Discovery merger, ruling plaintiffs lacked standing...

• Spotify signed a deal with Merlin to let independent artists opt into its AI fan-remixing tool, expanding the training pool beyond UMG.
• The tool...

• CEO confirmation: Josh D’Amaro stated on the Q3 earnings call that Disney is “exploring a free product” to expand reach among price-sensitive...

• Streaming operating income more than doubled to $712 million on 11% revenue growth to $5.53 billion
• Consumer products moving from Experiences to...

Peacock’s Obsession hit No. 1 on the July movie chart after a strong theatrical run. HBO Max’s “House of the Dragon” led the series ranking.

• Apple...

Paramount Skydance's debut earnings highlight double-digit ad growth fueled by premium live sports demand including UFC and World Cup.

Early...

Netflix continues building its in-house ad sales team in Australia by hiring Spotify’s Nicole Speak as marketing manager to lead local narrative and...

Spotify crossed 300 million paid subscribers last quarter, matching Netflix as the only major platform at that scale.

• Growth signals: Paid subs...

TF1 is exploring the sale of Studio TF1, potentially valued at €400 million, to shift investment toward streaming under former Netflix board member...

Netflix is extending its theatrical commitment for Spanish-language Oscar hopeful La Bola Negra to a record 47 days, the longest window in company...

• Disney+ and Paramount+ are testing free ad-supported tiers to draw users, boost ads, and upsell paid plans amid YouTube and Tubi growth.
• Netflix...

• House of the Dragon Season 3 stayed No. 1 on Samba’s list for the week ended July 26
• Netflix’s The Hawk held at No. 2 after its July 16 debut
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Spider-Man: Brand New Day's near-record $355M domestic opening lifted DIS stock 0.5% overnight, as investors gain confidence in Marvel franchises...

Patent disputes are directly degrading subscriber experience as Disney+ has temporarily removed 4K UHD and HDR from Premium tiers across 11 European...

Netflix's GenPage replaces multi-tiered recommenders with one LLM for personalized homepages, cutting latency while Anthropic hits $47B run rate and Google ships on-prem AlphaEvolve. Enterprise AI moves from pilots to standardized platforms.

Enforcement remains uneven three years after Netflix's 2023 rollout, with strict, partial, and absent approaches revealing divergent subscriber...

Netflix's ad tier rollout to 15 new markets from 2027, backed by 250M monthly viewers, signals a clear push to become a formidable advertising...

• HBO Max Shorts launches as an infinite-scroll vertical feed of clips from available titles, letting users swipe to discover content on iOS
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