Streaming
State of Play
Revised Sep 18, 2026The moment. Bundling came back in one week. Amazon launched a five-service Prime Video bundle of AMC+, BritBox, MGM+, PBS Masterpiece and Starz at $29.99 a month. Roku opened 30 bundle combinations through its Premium Subscriptions storefront at savings of up to 30% against buying each service alone. JustWatch, which spent a decade telling people where to watch things, becomes a service itself in October with JustWatch TV. Netflix, Amazon and YouTube founded the Streaming Access and Choice Alliance, a Washington lobbying group run by TechNet, under bipartisan criticism over the cost and complexity of watching sports. Digiday charted every major price change since 2019: Netflix’s ad-free tier rose from $10.99 to $19.99, Disney+ from $6.99 to $18.99.
The tension. The bundle is being rebuilt by the companies that sold unbundling, and the arithmetic that made unbundling attractive has closed. Cable’s share of US TV viewing fell to 21.2% in January 2026 from 35.6% in January 2021 while streaming climbed to 47% from 28.9% — and on the way, Peacock’s ad tier went from $7.99 to $10.99 and the Disney+/Hulu/HBO Max bundle from $16.99 to $20. Ad minutes per hour on the top nine premium streamers rose 18% between January and August. The customer who cut the cord to pay less is being sold a package again, at a price that has been climbing for seven years.
Who’s moving. Amazon, on the five-service bundle, and outspending Netflix and YouTube combined on sports rights. Roku, on 30 storefront bundles. JustWatch, turning a guide into an AVOD service. Netflix, Amazon and YouTube, jointly, in Washington. Ampere Analysis and Guggenheim Securities, counting the ad loads. Mediobanca, whose Media and Entertainment Report put the top 25 global operators at 362.8 billion euros in 2025 turnover, up 2.8%, with streaming up 13.4% to 22.2% of revenues. Comcast and Paramount Skydance, weighing a wind-down of SkyShowtime. Channel 4, cutting around 340 roles, 28% of its workforce. Sony, pitching PS5 FAST channels on 40 to 50 million engaged users. Byron Allen’s Local Now, adding 111 Gray Media stations.
What the desk is watching. Whether a rebuilt bundle slows churn or just raises the price of leaving, and whether the DC alliance is about sports costs or about getting ahead of the regulation that follows them.
Ex-Scripps exec defends “reverse broadcasting” pivot for local news
Media Inno’s Tom Sly discusses Scripps’ Tallahassee experiment, dubbed “reverse broadcasting,” which treats streaming and mobile as the primary news feed and linear broadcasts as secondary. He argues the shift is necessary, not optional, despite newsroom backlash.
Wurl CEO: FAST’s discovery problem is design, not content glut
Wurl CEO Dave Bernath argues FAST’s economics favor platforms over channel operators, unlike cable, and that discovery — not content oversupply — remains the format’s core weakness. He also flags measurement as one of CTV’s biggest unresolved gaps.
Netflix confirms ‘Black Mirror’ Season 8, renews ‘Legends’ and Ramsay reality show
Netflix confirmed “Black Mirror” Season 8 is shooting, with Charlie Brooker writing and exec producing. The streamer also renewed “Legends” and “Being Gordon Ramsay” for new seasons, alongside a third season of “The Gentlemen.”
Netflix weighs letting Peacock, Fox One into its app
Netflix executives discussed hosting Peacock and Fox One within its app, per the New York Times, though no deal is imminent. It follows Netflix’s live TF1 integration in France, which Peters called “promising” on Netflix’s July earnings call.
Netflix ads chief exits as leadership shakeup hits ad unit
Netflix advertising president Amy Reinhard has parted ways with Jon Whitticom, a key exec who helped build the streamer’s ad business. Ads product exec Marc Heneghan takes over on an interim basis during the search for a replacement.
TikTok’s live boxing debut draws 3.4M views, dwarfed by Netflix’s Serrano numbers
OMG. TikTok LIVE streamed Amanda Serrano’s title defense as its first world title fight, pulling 3.4 million views. That’s far below the 50 million views Netflix claimed for her 2024 bout, though the two platforms measure audiences differently.
Streamers widen ad-tier discount as price hikes cool
Ampere Analysis finds Netflix, Disney+ and Amazon Prime Video have slowed average price hikes from 24% to 14% over three years, signaling limits on consumer willingness to pay.
EMarketer: global subscription OTT growth is stalling in mature markets
EMarketer’s H2 2026 forecast finds paid streaming has saturated mature economies, with future viewer growth now dependent on Asia-Pacific and other emerging markets. Netflix leads globally, while local players like JioHotstar hold their own turf.
Netflix, Disney+, Amazon Prime ease off price hikes as ad tiers grow
Ampere Analysis finds average streaming price rises fell from 24% of prior price in 2023/24 to 14% in 2025/26. Ad-free tiers still see the steepest increases, widening the gap versus ad-supported plans.
California AG wants Paramount to divest cable channels to settle merger suit
California AG Rob Bonta will ask Paramount CEO David Ellison to divest cable channels and keep the studio separate from Warner Bros. as conditions to settle the 12-state antitrust suit over the $110B WBD deal.
GTA VI’s gameplay trailer will premiere on Netflix before YouTube
Rockstar will debut a GTA VI gameplay trailer exclusively on Netflix, six hours ahead of YouTube. Despite repeated leaks, delays and labor accusations, hype for the game keeps growing, giving Rockstar unusual marketing leverage.
Netflix, Disney+, Amazon shrink price hike sizes as subscribers hit limits
Ampere Analysis finds average streaming price increases fell from 24% in 2023/24 to 14% in 2025/26. Ad-free tiers still rise faster than ad-supported ones, widening the price gap as advertising becomes a bigger revenue driver.
Spider-Man’s licensing-everywhere model tops $940M in streaming revenue
Parrot Analytics finds Spider-Man movies and series generated over $940 million in global streaming revenue from 2020-2025, more than Batman and Superman combined. Sony’s strategy of licensing the IP across many platforms, rather than exclusive placement, drove the gap.
BZZR lands first NFL team deal, streaming Rams preseason games free
BZZR will stream all three LA Rams preseason games free across several US states plus Australia and Mexico, marking the first time an NFL team has partnered with a free streamer.
Premier League opener will show if World Cup soccer buzz sticks on US TV
NBC’s EPL season opener featuring Erling Haaland is a live test of whether World Cup fandom converts to weekly ratings. Last year’s EPL average was 535,000 viewers per match; the England-Norway World Cup match drew 27.1 million.
Google, Range Media bet on Kenan Thompson-style microdramas
Google and Range Media Partners launched 100 Zeros to produce vertical microdramas, 60-episode series with minute-long installments and budgets averaging $250,000. Talent like Kenan Thompson are joining, drawn by creative freedom studios wouldn’t greenlight, even without upfront pay.
Microdramas now beat Netflix, Prime Video on daily time spent
ReelShort users average 35.7 minutes daily in-app, ahead of Prime Video, Netflix and Disney+, per Omdia/Sensor Tower data. Global microdrama revenue hit $11B in 2025, projected to reach $14B in 2026, with the US driving half of ex-China revenue.
Fox delays NFL renegotiation, punting a possible $1.1B cost hike to 2029
Fox is holding its current NFL deal through 2029 rather than renegotiate early, avoiding a potential ~$1.1B annual increase Ampere estimates a 50% rights bump would cost. That would raise Fox’s total content spend roughly 15%.
Channel 4 links streaming and YouTube ad targeting
Channel 4 launched two products, Streaming Extend: Genre and Inferred Demographic Targeting, letting advertisers extend streaming genre buys and demographic insights into its YouTube channels. It’s part of the broadcaster’s Fast Forward push toward a digital-first model by 2030.
Prime Video pledges $2B for Latin America content and sports through 2030
Prime Video will invest over $2 billion in Latin America from 2027-2030, spanning originals, licensed content, and sports across Mexico, Brazil, Argentina, Colombia, and Chile. It also picked up Mexico National Team rights for 38 home matches starting September 26.
Netflix and AMC move from licensing to co-producing originals
Netflix greenlit “Bannerman,” a Shane Black spy thriller, as its first original co-production with AMC Studios, building on their existing AMC Collection streaming licensing deal.
Netflix orders Colman Domingo thriller from AMC Studios
Netflix has landed The Headlands House, a thriller limited series starring Colman Domingo, in a competitive bidding situation. AMC Studios produces via Domingo’s first-look deal, marking AMC’s push into making shows for rival platforms.
FAST sports programming outpaces channel growth by 2-to-1
Gracenote data shows FAST sports channels rose 13.8% year over year, but unique program titles jumped 31.2% and individual games climbed 37.5%. Existing channels are packing in far more content rather than just multiplying.
Reacher season 4 knocks House of the Dragon off top of streaming chart
Samba TV’s weekly Wrap Report has Amazon’s Reacher debuting at No. 1, unseating HBO Max’s House of the Dragon, which had led even after its season finale aired. Ted Lasso’s new season lands fifth.
CTV ad growth shifts to India, Brazil, Spain as US market matures
US CTV ad spend will lead globally at $36.95B in 2026, but India (31.5%), Brazil (29.7%) and Spain (29%) will grow far faster YoY than the US’s 19.3%, per eMarketer’s forecast.