
PayTV


The Window Is the Product: Why Streaming’s Next Battleground Is Access, Not Content
The dominance of social video platforms and the plateau of streaming growth signal a new phase in entertainment. Content alone is no longer a moat, as production becomes riskier and audiences more complicated to retain—especially as many content creators and executives prioritize agenda-driven programming over compelling storytelling.

One Platform to Rule Them All: Aggregation Will Alter Streaming Markets in 2025
Standalone SVOD services are experiencing a shift as consumers grapple with rising costs and subscription stacking. Many are turning to video aggregators, which simplify access but risk escalating prices. The market may soon consist of fewer standalone players alongside aggregators, highlighting the necessity for service bundling to reduce churn and enhance consumer convenience.

Splitting the Difference: Why Warner Bros. and Comcast Are Carving Up Their Empires
Warner Bros. Discovery and Comcast are restructuring to separate their declining linear TV networks from streaming divisions, signaling the end of linear television’s dominance. This strategy, framed as a means to enhance value, highlights the sector’s collapse as advertisers and viewers shift to digital platforms. Mergers or sell-offs are imminent.














