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Digital Pay TV have been referred to as skinny bundles or vMVPDs. These are things like YouTube TV, Hulu + Live TV, and Sling. You're basically paying for cable, but it's delivered digitally. And then on the streaming side, there's SVOD, Subscription Video On Demand, two buckets of that, ad-free and ad-supported.

Traditional TV offshoots: Virtual cable services (vMVPDs), like YouTube TV, Sling TV, and Hulu with Live TV, sell streaming inventory. TV Everywhere—streaming apps for traditional TV networks that require authenticated logins—is another outlet where digitally served ads can appear against live TV. What isn’t considered CTV?

Yeah, I had a similar takeaway, which is that the vMVPDs have the strongest prospects for growth because we hear so much about subscription fatigue for those premium streaming services, Disney, Netflix, Hulu, et cetera. But what is not included here is still the very substantial audience that has a cable subscription.

So this is kind of that the same sort of thing with the TV networks banding together so that they could work against the VMVPDs or the MVPDs and have their own distribution. Now there's other reasons that I just didn't think it would launch in time for football season. They haven't done a lot of marketing. They had just released a price. You couldn't even sign up for it on their website.

So Alison mentioned Convergent TV, the long time linear had become more like streaming ever since the introduction of TV everywhere and VMVPDs. 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.

Ross made a good point that in terms of FASTs, AVOD, SVOD, VMVPDs, like no one really cares. Consumers don't really care. They just think about TV. What can I watch on my TV or what can I stream perhaps? And I'm wondering if how big of a deal this is, especially as it comes to these players who own different services and have different ecosystems.