On today's episode, we discuss how a Netflix tier with ads could affect the company, its users, and advertisers, what price point it may come in at, how many users will switch over, and what advertisers should make of this potential inventory. "In Other News," we talk about how much overlay ads move the needle and Peacock's new In-Scene Ads. Tune in to the discussion with our analysts Paul Verna and Ross Benes.
On today's episode, we discuss whether Disney+ is back on track, how to read HBO Max's numbers, and whether Paramount+ can keep up. For "In Other News," we talk about why folks are cutting the cord today and why there's been a boost in ad-supported video-on-demand (AVOD) ad spending. Tune in to the discussion with our analyst Ross Benes.