This week we discuss the problem with Nielsen's reporting and how the industry should define churn and retention; the importance of HBO Max and Disney defaulting to a single video stack; how some vendors are overestimating their valuations; and why Roku and Google's dispute isn't over.
Companies and services mentioned: Roku, Google, Disney Streaming Services, Hulu, HBO Max, NFL, ESPN, Amazon, NFL, YouTube, WarnerMedia, Discovery, Nielsen, SiriusXM, Vudu, Hive Streaming, Firstlight Media, Vimeo, Mux, Hopin, Brightcove, Fastly, Panopto.
Executives mentioned: Joseph Inzerillo, Jonathan Stock, Rick McConnell, Mike Green, Nathan Veer, Doug Castoldi, Tony Miranz.
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