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Of that 51, 15 went to Peacock, 14 went to Hulu, seven to Max, six for Paramount Plus and five for Disney Plus. But the article was pointing out, Danny, that the Black Friday promotions were an important driver of this November share shift, especially since ad-free had a 60% share the month before. So we could see the new signup scales tip back in favor of as-free in December and beyond.

Maybe you want to sign on to Peacock because they've got a better ad load and they've got decent content. This is the kind of thing that people do actually care about. So it makes it a little bit harder to build an ad business when you're charging a lot for it. And then, people say they're seeing too many ads. Yeah. Marcus Johnson:. Yeah.

I think in the long run though, it is too late for Fox to turn Tubi into a brand the size of even a Peacock and definitely not a Netflix or Disney or anything like that. I think the market's just too saturated.

So if you're looking for anything to watch, totally would recommend it on Peacock. Marcus Johnson:. I don't know why, Oscar, but for some reason, when you give these recommendations, they seem very promotional. It's like maybe you were the director of the film. Ethan Cramer-Flood:. Yeah. Is he getting paid? I don't get a cut of anything over here. Oscar Orozco:.

And now you have streaming becoming more like linear with so many of these SVOD services having live programming that comes from their affiliated broadcast like watching live NBC or CBS content on Peacock and Paramount Plus. Marcus Johnson:. Mm-hmm. Story two.

Disney+ is one of these, Peacock, NBCUniversal streaming service. So there are important financial deadlines coming up for a lot of these companies, and the number of streaming competitors has really grown significantly in the last several years. Subscriber growth has slowed outside of practices like password sharing crackdowns to get new people who were sharing accounts onto streaming services.

That put it in streaming's third tier, kind of the same TV time-share as Peacock, and right behind Max as well. As I mentioned, YouTube is at 9%, and Netflix just behind with 8. That's all we've got time for this episode. Thank you so much to my guest. Thank you, Danny. Daniel Konstantinovic:. Yeah, thanks for having me. Marcus Johnson:. Yes, sir.

I mean they're profitable, but Warner Brothers discovery, their Max service will turn the profit this year and then Disney plus Paramount plus Peacock, they are all losing money. Peacock lost 3 billion recently, so Netflix and Hulu, the only ones actually turning a profit at this point. Oscar Orozco:. Yeah, exactly. I mean, and it is that race to the bottom.