With more streaming services adding AVOD plans, this week we break down ARPU amongst streaming services, which now have to be properly compared between SVOD, AVOD and a combo of the two. We also highlight new information from Disney and Netflix about their ad-supported plans, Telestream's acquisition of Encoding.com, the new NFL+ service, and Paramount's thoughts on the windowing of movies. We also detail some of the problems companies across all sectors face when setting proper growth expectations on Wall Street and why some companies are being forced to cut costs, lay people off or slow hiring. 

Companies and services mentioned: Disney+, ESPN+, Hulu, NFL+, Netflix, Roku, HBO Max, Vizio, Paramount, Peacock TV, fuboTV, Spotify, Pluto TV, Telestream, Akamai, Encoding.com, FIFA, Snap, Edgecast, Limelight Networks, Melvin Capital. 

Podcast produced by Security Halt Media