Streaming Companies

topic on 2 shows · 2 statements across 2 episodes

Another Podcast Masters of Scale

2 statements about Streaming Companies, every show

ANOTHER PODCAST Assertion Partly supported
Evans: Streaming Services Cut Content Budgets by 10% to 20% Recently
“What's happened in the last two years is streaming companies having ramped up spending on, on TV by something like 10 or 20 times in the last decade, Have pulled back by kind of something like 20 or so to 10, 20% in the last year or two, as they decided they'd…”
Benedict Evans Aug 21, 2025 ▶ 33:06 A double episode: AI differentiation, and Apple does F1
MASTERS OF SCALE Prediction Held up
Unsustainable standalone economics will force a wave of streaming service mergers
“I think what you're going to start seeing is that some of these companies are going to start merging. Because it's very difficult to sustain them On their own.”
Alex Kurtzman Apr 18, 2024 ▶ 14:51 How Star Trek prospers against Netflix and Disney+ (with EP Alex Kurtzman) | Masters of Scale

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