streaming companies

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 21, 2025 by Benedict Evans · across every show →

Everything said about streaming companies, oldest first

Aug 21, 2025 neutral
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
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