This week, we debate the real impact password sharing could have on streaming services' revenue and ARPU. We also try to decipher confusing data from the antenna on the conversion rate from free trials to paid subscribers. We question who’s watching AVOD services when so much of the content is old and not exclusive to any single platform, and discuss the potential financial impact on OTT services of adding a lower-priced ad-supported tier. And we touch on the launch of CNN+ and wonder who the target demographic is for the service, given that so much news content is now just commentary.

Companies and services mentioned: Netflix, Antenna, YouTube TV, Pluto TV, Amazon Prime Video, HBO Max, Disney+, CNN+, Roku, Xumo, Tubi, IMDb TV, Vizio, Discovery.

Podcast produced by Security Halt Media