蘑菇AV

On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.

On today's podcast episode, we discuss why Disney+ is losing users, what a Disney+ password-sharing crackdown would look like, and the impact of ESPN Bet. "In Other News," we talk about what the Alliance of Motion Picture and TV Producers is offering at the latest writers strike negotiations and why The Roku Channel has become a legitimate player in the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.

On today's episode, we discuss what AI-generated ads will look like, TikTok testing a new AI chatbot called Tako, Formula One finding a new way to advertise on its cars, ESPN offering its channel as a standalone streaming service, what using VR in a car will look like, visualizing the US workforce as 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of forecasting Oscar Orozco, and analyst Max Willens.

On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.

The deal will allow Fubo to package all of Disney鈥檚 broadcast and sports networks into its service, giving it access to popular content from ABC, ESPN, and more. We expect US digital pay TV households to steadily increase over the next few years, from 20.3 million in 2025 to 22.2 million in 2028.

So Disney plus, Hulu, ESPN plus, all of Disney's legacy channels, ABC, ESPN, and others. YouTube is watched more than all of those combined on televisions. This milestone marks a 50% increase in YouTube share from two years ago and reinforces the platform's growing prominence on the biggest screen in our homes, our colleague Jeremy Goldman writes.

ESPN seeing ad sales for women's college basketball tournament nearly 200% higher than last year. It's just a remarkable figure. We're talking about basketball, but as mentioning there are a ton of other sports as well that are seeing a lot of growth.

ESPN and Formula 1 have reentered negotiations for a broadcast and streaming rights package, with their current deal set to end after the 2025 season. The previous agreement was extended in 2021 at a value of as much as $90 million annually, per Forbes. The NHL鈥檚 Canadian broadcasting rights deal with telecom giant Rogers Communications is also ending after the 2025 season.

Penn Entertainment, which launched the ESPN Bet platform with ESPN late last year, reported a smaller Q3 loss, citing unfavorable performance in the US Northeast and lower customer visits to its Southern casinos. Revenues inched up 1%. Still, the companies pointed to developments that bode well for growth. The number of ESPN Bet monthly active users increased 144% YoY in October.

In September, Disney blocked access to its channels, including ESPN, on DirecTV after it being unsatisfied with carriage-fee negotiations, cutting off access to the NFL season kickoff and second presidential debate.

In September, Disney blocked access to its channels, including ESPN, on DirecTV after it being unsatisfied with carriage-fee negotiations, cutting off access to the NFL season kickoff and second presidential debate.

Streaming services are offering a multitude of bundles as they try to expand their ad-supported audiences.

Disney鈥檚 password-sharing changes didn鈥檛 boost subscriptions鈥攜et: The company saw a slight dip in Disney+ subs as it faced a tough holiday period.

WBD鈥檚 TNT Sports will produce the iconic 鈥淚nside the NBA鈥� show, featuring Charles Barkley and Shaquille O'Neal, which will air on ESPN and ABC starting with the 2025-26 season. TNT Sports will expand its collegiate sports coverage by broadcasting Big 12 football and basketball games from 2025, complementing its existing College Football Playoff content.

Its vast media empire includes late-night talk shows, ESPN, podcasts, and other platforms that allow it to cross-promote its film releases at relatively low additional cost鈥攁 strategy it has relied on for more than a decade.

So it's really like a different thing than if ESPN or NBC Sports is carrying a stream or a broadcast within the US or a certain geography. So this is just a lot bigger than that. Marcus:. Yeah. Ross, any thoughts on Netflix moving more in to sports, what they've done, what you expect them to do?

The news: The fifth game of the 2024 WNBA Finals between the Minnesota Lynx and the New York Liberty was the league鈥檚 most-watched finals contest in 25 years, with 3.3 million viewers, per Nielsen data reported by ESPN. The number of watchers was especially noteworthy given the competition from the NFL鈥檚 鈥淪unday Night Football鈥� and MLB鈥檚 National League Championship Series.

Clash and consensus: Last fall, Charter Spectrum and Disney clashed over carriage fees, resulting in Disney blocking access to ESPN, ABC, and other channels during crucial broadcast periods. In the end, Charter Spectrum agreed to a deal that gave its customers free access to Disney+ and Hulu with ads.

This would likely include A&E, FX, History, Lifetime, National Geo and Vice, likely not included would be ESPN and the Disney branded channels like the Disney Channel and Disney Junior. The wild card is the ABC group because selling it off would mean Disney would basically exit the news business.

He was saying many of the accounts that break sports news, Adam Schefter, Sham Sarania, Woj used to be before he retired, ESPN, Ian Rappaport of NFL Network and they're not yet on Bluesky. When they shift that could also, or if they shift, there could be a bit of a wave there as well. Daniel Konstantinovic (06:34):.

Digital live sports viewers have surpassed traditional pay TV live sports viewers in the US, per 蘑菇AV forecast. This trend will continue next year, when 114.1 million people will watch sports via digital while 82.0 million will watch via TV.