Insights and Trends
By the Numbers: What a Combined Paramount-WBD Content Library Actually Looks Like
Key Takeaways A combined HBO Max + Paramount+ catalog would deliver ~53,000 content hours, 12% more than Netflix’s ~47,500, before a single new title is produced. TV libraries are the difference maker. The two services together carry ~48,600 hours of TV content vs. Netflix’s ~40,100, a 21% edge driven by decades of output from HBO,…
Read MoreHow AI and Machine Learning Will Reshape Streaming in 2026
Next in our series on our team’s 2026 Streaming Industry Predictions. Key Takeaways AI-powered discovery is moving beyond basic genre recommendations toward hyper-personalized interfaces that match content to individual mood, taste, and viewing history in real time. Behind the scenes, ML is becoming just as critical for monetization, powering more sophisticated ad-tech targeting as ad-supported…
Read MoreMost Streaming Catalogs Are Shallow. These Three Platforms Are the Exception
Key Takeaways Most streaming catalogs are shallow. Across almost all major platforms, 72% to 89% of TV shows ran for only one or two seasons. Prime Video, Netflix, and Apple TV skew heaviest toward short-run content. Paramount+, Peacock, and HBO Max have the deepest benches. These three platforms lead in multi-season series, with 14% to…
Read MoreOperational Intelligence: Why Streaming Teams Need Faster Answers in 2026
Next in our series on our team’s 2026 Streaming Industry Predictions. The streaming industry has never moved faster. Content licensing windows are shrinking, competitive catalogs shift daily, and subscribers churn with a single disappointing search result. In this environment, yesterday’s data is already outdated. We asked our team what operational decisions streaming and entertainment companies…
Read MoreHow TCM Could Transform Netflix’s Catalog: A Data-Driven Look at the Potential Acquisition
Netflix’s reported interest in acquiring Warner Bros. has sparked conversation across the industry, but one under-discussed piece of the deal deserves attention: Turner Classic Movies. While the streaming giant has focused heavily on originals and recent releases, our analysis of streaming catalog data reveals that TCM could address a significant gap in Netflix’s library and…
Read MoreMetadata as a Strategic Asset: What Separates the Leaders from the Laggards in 2026
Next in our series on our team’s 2026 Streaming Industry Predictions. In an industry defined by consolidation and content sprawl, streaming services are discovering that their catalog data may be their most undervalued competitive advantage. We asked our team what separates companies that treat TV and movie metadata as a true strategic asset from those…
Read MoreBold Predictions: What May Shake Up Streaming in 2026
First in our series on our team’s 2026 Streaming Industry Predictions. The streaming industry enters 2026 at a crossroads. After years of explosive growth, subscriber fatigue, and a crowded marketplace, something has to give. We asked our team to share their boldest predictions for what’s coming next, and one theme emerged louder than all others:…
Read MoreDistribution at Risk: The Hidden Stakes in the Warner Bros. Discovery Bidding War
When Warner Bros. Discovery agreed to merge with Netflix in late November, the deal appeared settled. But Paramount Skydance continues to pursue an aggressive counter-bid (CNBC), even as Netflix moves toward closing. The question isn’t whether Paramount Skydance can outbid Netflix; it’s whether the company can afford not to. The answer lies in distribution rights,…
Read MoreThe Content Calculus: What Three Potential Streaming Mergers Reveal About Warner Bros. Discovery’s Future
Key Insights The Warner Brothers Discovery (WBD) acquisition reveals very different strategic upsides for the three reported bidders once you dig into the US catalog data: Netflix has almost no overlap with HBO Max – 0.4% of movies and 0.6% of shows – so its catalog gains the most. The merged catalog would increase Netflix’s…
Read MoreThe Streaming Iceberg: Why 88% of Movies Aren’t on Netflix, Disney+, or HBO Max
If you’re an executive at a major streaming service, here’s a stat that should make you rethink your content strategy: Only about 12% of movies in active distribution are available on the top eight U.S. subscription streaming services – roughly 34,000 out of more than 280,000 titles. For TV shows, the picture is only marginally…
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