This week, we detail all the numbers you should know from Disney and Paramount's earnings and the comments made by executives during the earnings calls. We discuss the latest subscriber numbers, DTC operating income, ARPU, content spending budgets, Paramount ending free trials and the upcoming Paramount+ price increase. We also debate what Disney's CEO might mean when he said that gen-AI short-form UGC will be available on Disney+ in the future.
We also highlight that, starting in 2026, Apple's MLS Season Pass will be discontinued, and that all MLS games will be streamed on the Apple TV service at no additional cost, potentially bringing more exposure to MLS content. We break down Amazon's announcement that Prime Video now reaches 315 million monthly viewers globally, and why we don't know what it means, without any details on the methodology. To wrap up, we cover news related to Netflix, Roku, NBC, and Kaltura's plans to acquire eSelf.ai.
Podcast produced by Security Halt Media
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