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- Netflix launches a risky UX makeover, subscription streaming enters the upfronts on an ad-supported roll, and FWA could run out of spectrum next year
Netflix launches a risky UX makeover, subscription streaming enters the upfronts on an ad-supported roll, and FWA could run out of spectrum next year
Also in our weekly newsletter covering all things technology, media and telecom, we ponder whether Donald Trump is serious about 100% foreign-movie tariffs, and why David Eilenberg is leaving Roku for his old job
Daniel Frankel & David Bloom
May 12, 2025
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Ad-supported plans take over the suddenly thriving U.S premium SVOD business
As last week’s earnings reports revealed, subscription streaming is profitable … or for some, almost profitable. From password-sharing crackdowns to bundling, as “Next Text” further on in this newsletter mentions, a number of factors helped end the massive losses hitting Disney, Warner Bros., Paramount, NBCUniversal and another media companies the past several years.
But as the video business heads into upfront week in New York this week, maybe the biggest source of economic turnaround has come from the emergence of cheaper, ad-subsidized tiers.
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