This week, we detail Netflix's plans to offer live, dynamic ad insertion (DAI) for NFL games on Christmas and why this is a significant development for the industry. We also debated their new ad viewing definition and the announcement that ads on Netflix now reach more than 190 million MAUs globally. We break down the latest developments on the YouTube TV and Disney Carriage Dispute and how both companies are being disingenuous with users. 

For Q3 earnings data, we highlight Fubo's improving balance sheet, with its net loss shrinking to $18.9 million and churn reduced by 50% year over year. We also detail how Disney will take over advertising sales across Fubo, with Fubo integrating its inventory into Disney’s ecosystem and ad server. Additionally, Fubo announced plans to partner with Disney to expand internationally over the next 18 to 24 months. 

Finally, we discuss how, in their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $ 400 billion, but with no details on what percentage of their AI spend is going toward internal projects, versus selling cloud AI services to other companies. Additionally, quick updates on earnings from Broadpeak and Harmonic, Qwilt's new CEO, and Bending Spoons' $710 million equity raise at a $11 billion pre-money valuation.

Podcast produced by Security Halt Media