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And this is the 23 million viewers on average that Peacock saw for its exclusive NFL playoff game over the weekend, which was just terrible news from my perspective. But great news for them and great news for streamers and probably reasonably good news for the NFL. I hated to see that enormous, gigantic, huge successful figure because I don't have Peacock, and I couldn't watch that game.

But I mean Netflix is diversifying everything they offer, from games to a lot of these reality TV and other live series and it just doesn't bode well for the future if they're not able to handle that amount of viewers where other platforms have shown that they are capable of doing it like Disney Hotstar with the Cricket World Cup or Peacock. So yeah, just kind of a mess overall. Marcus Johnson:.

The recent expansion of ad-supported connected TV (CTV) inventory on networks like Hulu, Peacock, and Disney+ gives D2C brands a means of driving branding and performance at the same time. Although these ads often carry high CPMs, the rapid increase in supply should create near-term opportunities for high-growth brands with adequate marketing budgets.

Peacock close to 80% Paramount plus over 70%. Hulu also close to that number. So on the other end, so my question Ross, is what's the right balance here? Does it really just depend by company or are you going to see these companies all start to drift towards a 50 50 kind of model? Ross Benes (07:13):. I think it definitely depends on the company.

OTT subscription is like Netflix, Hulu, Peacock. It's not including the free stuff that when you turn on your Samsung, and it's not including the Roku channel or most of YouTube. It's solely things that people have to fork over a credit card for. Marcus Johnson:. Okay. So it's SVOD? Ross Benes:. Subscription OTT, SVOD. Basically, there's many acronyms in this space, unfortunately. Marcus Johnson:.

It's right behind like fractions of a percent behind Max Peacock and the Roku channel as well. So maybe there's still a decent amount of value there when you're thinking about the other players. Disney Plus only has 1.8%. Alright folks, let's vote on whether we're going to invest or not.

So if you thought that YouTube TV or Peacock or all these other services have increased up their prices a lot in the years past, just wait until they all now have sports on their platforms. Marcus Johnson (25:38):. Ethan,. Ethan Cramer-Flood (25:39):. Yeah, this is just a nightmare. I hate this stuff.

For example, Instacart is working with Peacock, Walmart has Paramount+, and Amazon of course has its own prime video service. The question is what will the streaming bundle look like?

It is more viewers than ESPN Plus and is nearly as many viewers as Peacock and Paramount Plus. So those are bigger names, more famous services, that charge. And that these FASST options are competitive with them already.

The answers are is it A, Apple TV+; B, Disney+; or C, Peacock? Apple TV+, Disney+, or Peacock? Okay, so Danny says B. Sky says B. That's Disney+. Yory says Apple TV+. The correct answer is Disney+. Disney+ has the... Yory is [inaudible 00:16:30]. Disney+ has... The price has actually doubled from seven bucks to 14 bucks. We have a really good chart on this, which I think featured in Ross's report.

I mean the ones that have probably the smoothest ad experience, mostly because they have the least ads are Peacock, Netflix and Max. Those are all only a few minutes of ads per hour. If you're just something like Hulu, you're probably already at seven and it's only going to edge upward. So I expect them all to go up. YouTube's already got something like 10.

Other folks with about 1% share of TV time are Tubi, HBO Max, which was still a thing back in May, which is why they still call it HBO Max, Peacock and Pluto TV. But Paul, the most interesting sentence in this article about streaming accounting for 36% of our total TV time is what and why? Paul Verna:.

That Thursday night game was simulcast on regular TV, broadcast TV, not just cable and on Peacock and on YouTube TV, NFL package, which seems... I mean that's the sweet spot actually. It seems like this is the kind of numbers they can achieve when they put those games up everywhere.

So when you tuned on the Mets for Sunday morning Peacock, are you missing Keith Hernandez? Paul Verna:. Absolutely. Gary, Keith, and Ron, the triple threat. Ethan Cramer-Flood:. The Mets have an incredible broadcast team. That's the one thing I give the Mets, those guys are ... they're the best, they really are. Marcus Johnson:. You're lucky if you do have a good bro ...

Apparently, according to NBCU, 2 in 3 Peacock viewers are already ordering food or beverages when they sit down for a live sporting event or a movie. So in order for consumers to choose to use the path to purchase that's provided on their TV screen, it has to be easier and/or significantly cheaper than doing it yourself.