This week we go on a “field trip” to India, where a battle between billionaires - at the intersection of streaming, sports, mobile, commerce, and FASTs - provides a glimpse of the future. Pack your bags and listen on!
[C&W] The chance for Paramount+ anchor tenancy, Netflix downloads
[C&W] The Roku Channel’s impact on Roku’s $1.7B business
[C&W] Why Hulu Live subs fell, the streaming Super Bowl
[C&W] YouTube’s $20B ad revenue coup, Crunchyroll’s 25% sub growth
[C&W] Comcast cable TV decline, peacock growth
[C&W] The ad spending gap and Netflix 2020 results
[C&W] Streaming movie wars, AT&T TV Now demise
[C&W] Roku users watching 3 hours a day, Discovery+
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