Newsletter – May 1st, 2026

Streaming’s loss of control happened in stages. Devices became the entry point, operating systems took over discovery, and aggregation layers centralized access.

As a result, more viewing decisions now happen before a streaming app opens. Services no longer control how users arrive, only what happens after playback begins.

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How Streaming Lost the Front Door

Streaming’s loss of control happened in stages. Devices became the entry point, operating systems took over discovery, and aggregation layers centralized access.

As a result, more viewing decisions now happen before a streaming app opens. Services no longer control how users arrive, only what happens after playback begins.

The Take

Platforms that sit above the app now determine visibility and influence outcomes. As advertising shifts toward performance, pricing power is moving to the systems that connect viewing to action.

Read the Full Analysis: The Streaming Wars

Netflix Launches Mobile Vertical ‘Clips’ as Personal Video Reel

Netflix has announced the launch of “Clips,” a new vertical video feed designed to tap into how many subscribers use their phone — a personalized highlight reel, similar to Facebook and YouTube, that helps viewers decide what to watch or play next, without endless scrolling.

The technology, being rolled out in the United States, the United Kingdom, Australia, Canada, India, Malaysia, Pakistan, the Philippines and South Africa, offers short clips from series, movies and specials based on the user’s recommendations, with an easy way to go deeper when something grabs their attention.

In addition, mobile users can add movies and shows straight to their “My Favorite” list from the feed, while also offering to share recommendations to friends and followers via text or social media directly from the feed.

In the future, we’ll expand “Clips” to include podcasts, live programming and collections based on genres, like romance or specific interests, so you have even more choices at your fingertips.

“Mobile is an important part of how Netflix members stay connected to the entertainment they love. With our enhanced navigation and Clips, our new vertical video feed, we’re building on past learnings to deliver an experience designed for the way members want to enjoy Netflix on their phones,” said Elizabeth Stone, Netflix’s chief product and technology officer.

Read the Full Story: Media Play News

Next Week - Maximizing Revenue on YouTube: Strategies for Sustainable Growth

YouTube has rapidly evolved into one of the most powerful platforms for content distribution and monetization, offering creators, media companies, and digital-first brands a growing set of tools to drive meaningful and sustainable revenue.

Join Adam Rumanek, Founder & CEO of Aux Mode, and Paul Erickson, Principal Analyst at Omdia for a special OTT.X webinar on May 6th to gain a clearer understanding of how to turn a YouTube strategy into a more consistent and scalable revenue engine.

Key Takeaways

  • A clear framework for optimizing content length and consistency to increase AdSense revenue
  • Guidance on qualifying for and maximizing the YouTube Partner Program
  • Insight into leveraging monetization tools like Super Chat and YouTube Shopping
  • Practical tactics to deepen audience engagement and build a loyal community
  • Proven approaches to attracting and securing valuable brand partnerships

Whether scaling an established content operation or continuing to grow a digital presence, this session will provide strategies to better monetize content and drive long-term growth on YouTube.

YouTube Opens Up AI Deepfake Detection Tool to All of Hollywood

Hollywood is an industry built on likeness and fame. But consumers are entering a world in which anyone’s likeness can be co-opted, as AI-generated deepfakes proliferate.

YouTube, the world’s largest video platform, has developed a solution. And now it is opening it up to Hollywood.

Executives at the Google-owned platform tell The Hollywood Reporter that their proprietary deepfake detection tool, years in the making, is now open to anyone at high risk of having their likeness abused: Actors, athletes, creators and musicians, whether they have a YouTube channel or not, can sign up to identify and request removal of deepfakes on its platform.

“I would think of it as a foundational layer of responsibility,” says Mary Ellen Coe, YouTube’s chief business officer, in an interview with THR. “We’ve been working on this for quite some time since the genesis of thinking through AI tools and the implications on the platform … frankly, we have not seen the vectors that are even possible, and we are working very closely with talent agencies and third-party management companies to make sure that public figures can actually get ahead of this before something negative happens.”

YouTube first began testing the tool nearly a year and a half ago, then expanded it a few months later to some of the most prominent creators on its platform, and earlier this year to selected politicians and public officials, but the doors are now officially wide open for those most at risk of having their livelihoods damaged by the technology.

Read the Full Story: The Hollywood Reporter

15% Off StreamTV Show Registration

OTT.X is proud to continue its partnership with the StreamTV Show, taking place in Denver June 16-19.

The event convenes senior leaders from streaming platforms, broadcasters, FAST operators, studios, advertisers, and technology providers to discuss the strategies and innovations shaping the future of streaming.

With dedicated tracks spanning content, advertising, and product and technology, StreamTV Show delivers executive-level insights alongside high-value networking opportunities with the companies driving the next phase of the streaming ecosystem.

As part of this partnership, OTT.X is pleased to offer 15% off registration for the StreamTV Show using code OTTX.

More Information & Registration: StreamTV Show

Nielsen: Prime Video’s NBA Playoffs Coverage Drew Highest Mix of 18-49 Year-Old TV Viewers Through April 26

Prime Video’s massive fiscal investment in the NBA’s 11-year, $77 billion media rights deal, which includes Disney and NBCUniversal, is beginning to resonate with the coveted 18-49-year-old demographic.

Prime Video’s coverage of the NBA Playoffs delivered the highest concentration of 18-49-year-old weekly TV viewers through April 26, according to new data from Nielsen.

The April 24 first-round San Antonio Spurs vs. Portland Trail Blazers matchup captured the largest share of 18-49 year-old viewers of the week, accounting for 58.5% of the game’s audience. That’s nearly 60% of all people watching (1.466 million of the 2.51 million total viewers).

Viewers 18-49 represented more than 50% of the audience for each of Prime Video’s NBA Playoff games during last week. This age group represented more than 55% of the audience for three of the five ranked NBA games on Prime Video.

While Prime Video games accounted for 25% of the most-watched sports content on television through April 26, NBC Sports, which includes Peacock streaming, accounted for 40%. Disney’s ESPN and ABC Sports accounted for another 25%, while Fox Sports, which includes standalone streamer Fox One, accounted for 5%.

Read the Full Story: Media Play News

Platform Movie + TV Demand vs. Monthly Cost

Presented By:

Netflix's latest results and a court ruling in Italy highlight the growing tension between the platform's pricing power and the legal risks its global expansion may face.

Key Findings

  • Netflix posted strong results for Q1 2026 with $12.25 billion in revenue and 325 million global members, but a landmark Italian court ruling has invalidated price hikes in that country dating back to 2017. This ruling puts Netflix at risk for $2.3 billion in refunds in Italy and raises broader questions about legal risks to its revenue growth strategy through price increases.
  • Despite the legal setback, audience data confirms Netflix was actually underpriced compared to its peers. If forced to roll back its Standard tier to €9.99 (matching the cost of Apple TV+), Netflix would offer over 10 times the content demand of Apple's catalog, positioning it as an extreme outlier in "demand per Euro" on the pricing framework.
  • Netflix has aggressively invested in local Italian originals (accounting for over 9% of all new Italian series in 2025). This strategy has made the streamer essential and kept Italian churn rates low even during price volatility, highlighting how high-demand local content is the ultimate defense against price sensitivity.

In Case You Missed It

Howdy’s Early Subscriber Traction Shows Roku Found the Cheapest Paid Layer in Streaming. The Streaming Wars

The Most Important Media Company Isn’t a Studio. The Streaming Wars

The Most Valuable Ad Inventory Doesn’t Look Like an Ad Anymore. The Streaming Wars

ESPN Becomes the Sports Super-Aggregator While The CW Outsources Streaming. The Streaming Wars

Ask Skip: Why Does It Feel Like Everything Is a Show Now?. The Streaming Wars

Fox Turns “Kill Tony” Into a Multi-Platform Monetization Engine for Its Creator Business. The Streaming Wars

Netflix Is Turning Heavyweight Boxing Into Global Event Programming It Can Control. The Streaming Wars

Paramount-WBD’s $110 Billion Merger Now Hinges on Regulators Rewriting the Terms. The Streaming Wars

Peacock’s First Profitable Quarter May Say More About Volatility Than Victory. The Streaming Wars

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