“It’s not you. It’s not me. It’s your playlist.”
Evan Shapiro, co-host, The Media Odyssey Podcast
This week on The Media Odyssey Podcast, Evan Shapiro and I dig into two reports that together paint a sharp picture of where the streaming industry stands right now. One is full of insights to build a strategy while the other makes you question whether there is one.
First: Tubi‘s The Stream (in partnership with The Harris Poll), their annual study on audience behaviour in the US. They gave us an advanced copy and we found real gems.
If you work in streaming, this report should be required reading. It’s packed with data and some of the findings will challenge a few assumptions the industry has been holding onto for a while.
The Stream is out now. Go download the report for free here.
Then Evan Shapīro got his hands on the Paramount investor deck making the rounds. We looked into the numbers, ran the analysis and found a whole lot of money talk and very little strategy.
Here's what jumped out:
→ Combined revenues went from $71B to $66B between 2023 and 2025 but the deck projects a climb to $84B by 2030.
→ EBITDA has been flat or down for three years and somehow growth magically kicks in this year.
→ $8B in tech cuts, $6B in business services cuts, $4B in real estate sales, all while promising "no massive layoffs."
→ Bank of America apparently agrees with us, downgrading Paramount stock from a buy at $13 to a sell at $11.
And that's just the US side of things. We also looked at Europe where the added complexity lives.
Grab our slides and LISTEN and/or WATCH in full 👉🏻 APPLE PODCASTS | SPOTIFY | YOUTUBE | DEEZER with more platforms here.
That’s it for today but before you go:
🗳️ Poll time
Comments, shares or likes come a long way 🙏🏻
Enjoy your week and see you on Sunday for another edition of Streaming Made Easy!
