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There’s a Reason That Netflix’s Ad Business Has Underwhelmed
Somewhat lost in the company’s slew of firings and engagement warnings over the past few weeks was the fact that Netflix is scaling back its ad forecast for 2026 from $3 billion to $2.7 billion. That’s despite the fact that: CTV is growing by 14-15% this year This year saw a monster upfront Netflix is the biggest streamer out there this side of YouTube, and was the platform that for years brands were supposedly dying to be a part of In other words, that’s an alarming pull-back from Netflix. A Wall Street analyst I spoke with last week was blunt, calling Netflix’s ad business “disappointing.” To me, a red flag on the ad front is that Netflix has never revealed how many ad-supported subscribers it has. Because if I know anything about how big companies work, if they have a positive number that makes them look really good - they tend to share it. (How many subs does go90 have right now? We’re not saying just yet. How are ads going on ChatGPT? Oh, a billion run rate - I see). Yes, to date Netflix has shared some fuzzy ad numbers, such as the idea that the company’s ad tier ‘reaches’ 250 million users globally.’ Here’s why that figure gives me pause: a)they lead with global, and b) they don’t explain how they are calculated. (Are they based on average people in each room? Surveys of some kind?). Regardless, some insiders say that Netflix’s ad tier is scaling nicely - others not so much. Either way, one of Netflix’s biggest challenge on the ad front appears to have been its starting point. Remember, when Netflix launched ads in 2022, it had 73 million subs in the US and Canada. That’s 73 million people who were used to Netflix with zero ads. And when the ad product rolled out, the company clearly was going after new users - a limited pool of potential subscribers by default. That focus seems to have changed over time, as Netflix has tried to convert longtime subscribers to the ad tier. Historically Netflix subscribers are very sticky. But is the company’s low churn a problem? Not necessarily, according to Antenna data. Rather, Netflix’s consumer loyalty is a bit of a double-edged sword. “Netflix is the one streamer which actually has seen substantial “trade downs” but has much lower ‘win backs,’ said Antenna founder Jonathan Carson (win-backs being people who were on the ad-free plan, cancelled, then rejoined on the ad plan). “Netflix has lower churn and so has less opportunity to win back old subs with a lower cost plan option.” This all might explain why Netflix has been so slow to roll out all of these table stakes targeting options until just this week. It likely didn’t have enough users to carve up into various targets. etc. However, what really hit Netflix’s ad business was Amazon’s move a few years ago to turn on advertising for Prime Video by default. Suddenly the market was awash in premium inventory, and Netflix was playing catch-up on multiple fronts. Thus, the streaming giant appears to still be figuring out if if wants lead in ‘programmatic TV,’ or premium ‘upfront’ TV sales. “The CTV market now sorts into three businesses, and Netflix is not the leader of any of them,” wrote analyst Jack Myers. Ouch. So how does Netflix ratchet up its ads business? Get the next NFL package You’re gonna have to wait until 2030 unless one of the bigger media companies like Skydance opts out, but the easiest (not cheapest) way for Netflix to become a huge TV ads contender is to get one of the regular NFL packages, ideally Sunday afternoons. That way it can sell ads to its whole U.S. subs base overnight. Go FAST This one is risky, because to program a compelling FAST channel, you’d likely have to take some older Netflix exclusive shows and make them available for free to non-subscribers. But FASTs, for better or worse, are ad-inventory machines. Go full UGC I’m not sure I see this happening. There is something already off about Netflix carrying podcasts and shows for creators. The experience sticks out in what is such a produced, and generally non-communal environment. But Netflix could open up its platform by allowing creators to upload videos without having to be approved by the service. But that opens a whole other can of worms (policing brand safety, copyright infringement, overall quality). Make a huge RMN Deal I was going to suggest something crazy, such as ‘instead of buying Warner Brothers, Netflix should buy Target. But the company doesn’t want to be in the brick and mortar business. Yet for Netflix’s ad business to compete in an Amazon world, it needs to be able to connect ad exposures to shopping. What if, instead of letting Amazon target Netflix viewers with its DSP, Netflix inked a deal with Target, or even took control of Roundel, and created its version of the Amazon full-funnel for brands? Price us out. I hope they don’t do this, but Netflix’s price increases - while significant - haven’t been enough to push long-term customers out of the ad-free tier. But if they made those prices so prohibitive, it could push large swaths of consumers to trade down. Then again, that could also dent engagement - as binging becomes much less appealing once you bring ads into the equation. Or, they could just launch a bunch of hit shows and maybe everyone will quickly forget all this angst. More from Amazon unBoxed A few weeks ago, I recorded two podcasts live at Amazon’s unBoxed event in San Francisco. I was able to go really deep with several brand partners about how Amazon’s various data and ad products work - particularly the under appreciated Amazon Marketing Cloud. First, I talked with Laura Abadias Velilla, of the Amazon specialty agency Amerge, along with Amazon’s own Charlotte Maines, Vice President, Devices Content & Advertising, about how the two partners helped a very specific printer company Epson launch into a brand new category - high end projectors. It’s a great example of how brands connect audience data across platforms to make budget deployment decisions. Next, I chatted with Monks VP Head of Digital Investment for North America Tom Burchill about how the agency actually brought in data from Linkedin to help target B2B customers across various Amazon properties for the brand Quicken. Check it out: Check these out, or just listen:
Vikings Get Strong Trade Deadline Take on Colts’ Jonathan Taylor
The Minnesota Vikings are 5-0 coming off their bye week as they prepare to face the Indianapolis Colts in Week 7. If the Vikings move to 6-0, could that entice general manager Nolan Teasley to make an aggressive trade to put this team over the top?Right now, despite being undefeated, the Vikings are likely behind […] The post Vikings Get Strong Trade Deadline Take on Colts’ Jonathan Taylor appeared first on HEAVY.
Gasperini requests two signings in January
January is approaching, when the transfer window reopens, and Gasperini is asking Roma for reinforcements. Sporting director D’Amico has confirmed that something will likely happen. According to Tut...
Chelsea vs. Tottenham Hotspur Premier League Preview
A one-match win streak is unlikely to become two.
New Science Building Makes Big Progress
On January 13, 2025, a new science building was announced to be built next to Frich and Watkins Halls on the PennWest California campus, on the Monongahela river side. The construction is set to finish in the Spring 2027 semester. Executive Director of Planning and Construction, Eric Rosie, said it will likely be officially finished...
Managing the farm: What’s your Business IQ?
High-performing farmers master costs, cash flow and marketing. Low scorers are less likely to know their numbers.
How the legacy of slavery shapes health disparities today
An institution that existed more than 150 years ago is still impacting who lives and dies today. A new study co-authored by UC Berkeley Psychology Professor Manuel Galvan found that modern-day Black
How the legacy of slavery shapes health disparities today
An institution that existed more than 150 years ago is still impacting who lives and dies today. A new study co-authored by UC Berkeley Psychology Professor Manuel Galvan found that modern-day Black
Political scientist explains why race, not class, is at the heart of America’s 'democratic crisis'
As the United States celebrates its 250th anniversary, a new book examines America’s “racial hierarchy” and how it shaped the nation’s power structure.
San Antonio-area Week 9 high school football schedule
Championship races are heating up, and several games this weekend will likely be the deciders in those district titles. Here is the Week 9 San Antonio high school football schedule.
Burk begins term as Virginia Municipal League president
Leesburg Mayor Kelly Burk is the new president of the Virginia Municipal League board of directors, according to a news release.
“The View” stars compare Megyn Kelly to ‘fungus’ for shaming Christina Applegate amid MS misdiagnosis: ‘Are you crazy?’
Whoopi Goldberg tore into Kelly for saying Applegate was “crying now because I guess she no longer gets to be the face of this disease.”
Mikel Arteta Drops Bukayo Saka Injury Update Ahead of Everton
Everton face Arsenal this weekend, and the Gunners could be without one of their star players in Bukayo Saka.
Omaha Science Café Explores the Wild World of Spiders Oct. 27
UNL biologist Eileen Hebets, PhD, presents a talk on spiders at the Oct. 27 Omaha Science Café at the Rathskeller Bier Haus. Open to ages 21 and older.
Artist of bird at center of Kelly Clarkson feud speaks out
Bliss Kolb, the creator behind the now-$15 million wooden singing bird at the center of Kelly Clarkson's feud with a New York City specialty shop, is speaking out.
PCA's 14th annual Senior Strut promotes healthy aging and community among older adults
Philadelphia Corporation for Aging hosts activities throughout the year to promote healthy aging and create community. In this week's Art of Aging, we catch up with some participants who got to walk and talk down Kelly Drive at what might be considered PCA's favorite outdoor event.
Patriots vs. Bears Key Matchup: DeMario Douglas vs. Kyler Gordon in the Slot
Many want to talk about Drake Maye and Caleb Williams in tonight's game, but there may be a war in the slot position tonight between "Pop" Douglas and star nickel defensive back Kyler Gordon.
Alabama governor’s race could be surprisingly competitive, prominent political forecaster says
Sabato's Crystal Ball shifted Alabama's governor's race from "Safe Republican" to "Likely Republican."
Bronze Siskel & Ebert statue, with their theater seats, coming to Prudential Plaza
The sculpture will invite fans of Chicago's most celebrated film critics to sit in their iconic theater balcony seats.
Health department issues tips for return home after chemical leak evacuation
The Toledo - Lucas County Health Department has issued recommendations as evacuees from the North Toledo chemical leak return home.
Should Titans move Jeffery Simmons at trade deadline?
CBS Sports suggests trading Tennessee Titans star Jeffery Simmons but the team is unlikely to move their defensive leader.
The top 10 Senate seats most likely to flip, less than two weeks before the midterms
With the November election in sight, Democratic excitement about the party winning control of the US Senate is running high, but it’s far from a sure bet.
Matt Shively responds to Christy Carlson Romano spilling Disney Channel tea: ‘Just stop right there’
The Nickelodeon alum wants the former “Even Stevens” star to stop talking.
Hochul leads Blakeman in new poll, as GOP nominee nets new endorsement
Likely voters favor Hochul over Blakeman by a 55% to 41% margin.
Travis Kelce explains why Cleveland is a baseball town
Travis Kelce explains why he considers Cleveland a baseball town, reflecting on his childhood memories and his investment in the Guardians.
Arizona Science Center brings back Science Skele-bration for Halloween
Arizona Science Center will explore the science behind Halloween with the return of Science Skele-bration from Saturday, Oct. 24, through Saturday, Oct. 31.
Fox News Poll: Texas Senate race galloping toward a photo finish
Paxton's ratings are underwater by 17 points, while Democrat James Talarico holds a slim enthusiasm edge among likely voters
Danica McKellar shares how Candace Cameron Bure led her to faith: ‘It’s been Jesus this whole time’
Actress Danica McKellar reflected on how fellow former child star Candace Cameron Bure helped lead her to Christianity four years ago, and how her faith has completely redefined how she views her
Does opting out of smart TV tracking work? Research finds “suspicious” traffic.
OS operators throwing out that data is "unlikely," research author tells Ars.
Study shows link between Alzheimer’s disease and gut health
Researchers found that people with higher levels of imidazole propionate (ImP), a compound produced by certain gut microbes, were more likely to show signs of Alzheimer’s disease.
Travis Kelce recalls early morning phone call from brother Jason that Taylor Swift called ‘f---ed up’
Everyone knows midnights are her afternoons, Jason!
How will World Series ratings fare for Rays-Brewers?
After riding high on the Los Angeles Dodgers for two consecutive World Series, Major League Baseball will likely fall down to earth a bit this season. The Tampa Bay Rays and Milwaukee Brewers will start their best-of-seven series on Friday in what could be MLB’s last hurrah for quite some time as the league and…
Your 2026 NFL Week 7 announcing schedule
The NFL will have its first-ever regular-season game in Paris in Week 7, even amid the civil unrest in France. Dave Pasch, Jason Kelce, and Kurt Warner will return to their international booth duties (after Bob Wischusen and Louis Riddick stepped in for Week 7) to call the Pittsburgh Steelers-New Orleans Saints game for NFL…
Spooooooky! Alaskan man makes terrifying ‘kelp-o'-lanterns’
The kelp-y creations will only look creepier with time.
ACC Football Power Rankings after week 7
That failed Hail Mary was likely Norvell’s Hail Mary to return in 2027
Kelly Ripa & Mark Consuelos Welcome Home New Puppy After Health Issue
The 'Live With Kelly and Mark' hosts also confirmed their new puppy's name.
Texas Republicans Used to Debate. Not This Cycle.
With early voting already underway, we're likely to close out this election cycle without a single debate between top-of-the-ticket candidates. Why?
Opinion: Public service, not politics: why I’m running for Boone County Commissioner
Written by John Schickel, candidate for Boone County Commissioner Public service has been the thread running through every chapter of my life. It is also the reason I am seeking to represent you as your county commissioner. People often ask why I got into politics. My answer has always been the same: my job is […]
Trump Approval Hits New Low Two Weeks Before Midterms, Poll Finds
Likely voters favored Democratic candidates over Republicans by 11 percentage points in their congressional district, a New York Times/Siena poll found.
Guns, drugs, AI, budget cuts join traditional maladies at public health forum
A daylong public health forum in Baltimore on Tuesday touched on health challenges that likely aren't found in any medical textbook: gun violence, artificial intelligence, social media and "the ravages of Washington" under the Trump administration.
‘A powerful warning’: will Europe’s angry protests lead to real political change?
Hamstrung governments seem to have no answer to the public’s furious demands, making further discontent likely
Jaguars Urged to Trade for $12M CB at Deadline
One of the biggest takeaways from the Jacksonville Jaguars‘ loss to the Houston Texans in Week 6 is that the team has a serious need at cornerback. As the Jaguars sit at 4-2 during the bye week, they will likely be considering trades to make them buyers. Perhaps the best name the Jaguars could add […] The post Jaguars Urged to Trade for $12M CB at Deadline appeared first on HEAVY.
November ballot includes five government efficiency questions
There are five questions for city voters aimed at making government more efficient.
Rule breaking by just a few people can be contagious
People are more likely to mimic — or even surpass — rule breakers than rule followers, a study finds. But real-world consequences may keep people in line.
Case of mysterious medieval skeleton buried in Roman-era sarcophagus at Westminster Abbey finally solved
A sarcophagus in Westminster Abbey with Roman and Anglo-Saxon decorations baffled archaeologists, but now a 150-year-old mystery has finally been solved.
Roman sarcophagus inside Westminster Abbey originally held a different body
A case of coffin swapping may explain the mysterious medieval burial.
Sphere Entertainment jumps as investors appear to bet on a short-covering rebound
Sphere Entertainment Co. (SPHR) is up 9.4% today. Here is some analysis on what might have caused this price movement.Analysis: There does not appear to be a single fresh company announcement driving Tuesday’s move, so the rally looks most likely tied to short covering and bargain hunting after a steep pullback earlier this month. Investors may also be revisiting Sphere’s underlying growth story, including strong performance from its Las Vegas ve
Cook Political Report shifts two Senate races toward Democrats, one toward GOP
The Cook Political Report, a nonpartisan election handicapper, on Tuesday moved Minnesota’s Senate race from likely to lean Democrat, while also moving South Carolina’s Senate seat from…
Elon Musk, Terafab Tax Breaks Take Center Stage In Texas Politics
A new lawsuit seeks access to correspondence between Texas Gov. Greg Abbott and Tesla and SpaceX CEO Elon Musk.
Will PENN Entertainment (PENN) Beat Estimates Again in Its Next Earnings Report?
PENN Entertainment (PENN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Lions Named Trade Fit for Chargers’ Young Defender
The Los Angeles Chargers are sitting at 0-6 and likely to be sellers at the trade deadline. After Dave Birkett of the Detroit Free Press suggested the team call the Chargers for cornerback Tarheeb Still or Donte Jackson, Mike Payton of A to Z Sports suggests the Chargers’ other cornerback is the best fit of […] The post Lions Named Trade Fit for Chargers’ Young Defender appeared first on HEAVY.
Halloween event at The Castle features science behind spooky season
Museum offers hands-on activities with live animals, skeletons and pumpkins.
College students more likely to vote this election; Ohio State political leaders and experts reflect on why that is
With midterm elections less than a month away, college students are more likely than ever to head to the polls and cast their votes, new data suggests. As many as 66 percent of college students will vote in the 2026 midterms, according to an August survey conducted by the Center for Information and Research on […]
Scene
In this week’s scene, we find this skeletal fellow who has found a garbage can of toxic waste recently spotted in front of a Winchester home.
In Business: Shingobee Sauna Club Near Walker Set To Open in November
https://youtu.be/sHx3gMF8BW4
Manchester City vs AEK Athens – Predicted lineup and team news
Manchester City are expected to rotate against AEK Athens on Tuesday, with Erling Haaland likely to be rested and Antoine Semenyo out for around eight weeks.City lost 4-2 at home to Paris Saint-Germai...
KaVontae Turpin unlikely to play in Week 7
Dallas Cowboys wide receiver/kick returner KaVontae Turpin appears unlikely to play in Week 7 against the Philadelphia Eagles
Decatur meatpacking business provides food for those in need amid rising costs nationwide
Heinkel's meat packing provides Northeast Community Fund in Decatur with 16,500 pounds of smoked turkey legs to feed the areas hungry.
MTSU group selected for prestigious Berkeley Lab learning opportunity
MURFREESBORO, Tenn. — Five students from Middle Tennessee State University will travel to California this November for an immersive “mini-semester” at Lawrence Berkeley National Laboratory, also known as Berkeley Lab. Nyah Bentley, Addison Berry, Tomy Chet, Sarah A. Holzmann, Gavin Liles and Gloria Silva will join groups from two other universities, Spelman College and the University of […]
BBB warns voters about political text scams ahead of election
With the statewide general election just weeks away, political texts and phone calls are likely to ramp up -- and some could be scams.
Megyn Kelly Bemoans ‘You Can See Everything’ ‘Political’ Charlie Kirk Mentions: ‘Cannot Go Anywhere’
Megyn Kelly is still recommending "You Can See Everything" to her audience even if the Charlie Kirk mentions angered her.
Ukrainian skeleton racer, Olympian Vladyslav Heraskevych talks about sports, politics
Ukrainian skeleton racer and Olympian Vladyslav Heraskevych recently visited Washington, D.C., for the Ukraine Action Summit to advocate against Russian aggression.
Sam's Club Will Offer 10% Off Disney Gift Cards for Limited Time, Likely to Sell Out Quickly
Ahead of Black Friday, Sam's Club will offer their biannual 10% discount off Disney Gift Cards.
Controversial Adobe clones prove desktop Googlebook apps are closer than I thought
If you have spent any time following tech news or developer forums over the past couple of weeks, you have likely run into the massive controversy surrounding ArtCraft. Created by developer Brandon...
Kelly Vlahakis-Hanks Keeps Science Green at ECOS
Chief Executive Kelly Vlahakis-Hanks maintains a keen focus on sustainable manufacturing at ECOS, the company her father founded 60 years ago, building upon his initial idea to create non-toxic alternatives for cleaning. Van Vlahakis, a chemist, founded the manufacturer of green cleaning products at a time when no one was paying attention to ingredients. “He […]
Kelly Ripa reveals airplane horror story of her 3 kids engaged in ‘chain reaction of vomit’
“That was a fun flight.”
Kelly Ripa & Mark Consuelos' Puppy Adoption Delayed Due to Health Issue
The couple adopted the dog after it appeared on 'Live With Kelly and Mark.'
Kelly Ripa & Mark Consuelos’ Puppy Adoption Delayed Due to Health Issue
The couple adopted the dog after it appeared on 'Live With Kelly and Mark.'
Indiana University Kelley School’s Brian Williams named ‘Professor of the Year’ by national business education publication Poets&Quants
Brian Williams, an innovator in AI education, chair of the Virtual Advanced Business Technologies Department and the Sam Frumer Professor at the Indiana University Kelley School of Business, has been named “Professor of the Year" by Poets&Quants, a leading news organization focused on business education worldwide.
Trust company leaders honored for connecting donors with local giving
“These are charitable dollars that likely would never have found their way to South Dakota without someone inviting those families to give back here.”
Legacy Berkeley businesses and orgs that have lasted decades honored by city
Berkeley Ace Hardware and Berkeley Humane (both est. 1895) are among the hundreds of organizations 25 years or older celebrated.
Americans who go to church and trust science are also more likely to believe in ghosts and curses, new research shows
New research suggests many Americans who no longer affiliate with an organized religion may still believe in the supernatural in the form of things like tarot, astrology or psychic services.
Opinion: Helping families requires partners to work together
Community partners, businesses, philanthropy, and government came together to make a program like Rx Kids possible, writes Yazeed Moore of the W.K. Kellogg Foundation.
WV Hive highlights power of small business at Bridge Day booth
PRESS RELEASE Made in West Virginia: Six WV Hive Clients Exhibited at 46th Annual Bridge Day Fayetteville, W.Va. (October 17, 2026) – The New River Gorge
Does Brian Fitzpatrick’s challenger, Bob Harvie, have ‘FBI files’ to release? Pa. legal experts say it’s unlikely.
Republican Rep. Brian Fitzpatrick's campaign has repeatedly called his Democratic challenger the "subject" of an FBI investigation in attack ads. Here's what to know.
Researchers have uncovered a likely origin of our allergies
While bacteria and viruses set off immediate alarm in our immune system, allergies follow a different path.
Researchers have uncovered a likely origin of our allergies
While bacteria and viruses set off immediate alarm in our immune system, allergies follow a different path.
Yankees news: Bombers showed past interest in Padres’ reliever
Yankees eyed Jeremiah Estrada in the past; third base remains a problem; which free agents are likely to return?
‘What Does This Actually Do For Students?’ Indiana Kelley’s Brian Williams Is P&Q’s 2026 Business Professor Of The Year
Brian Williams turned a fast-moving technology into practical, human-centered teaching now reaching thousands of students inside and outside of Kelley
Microalgae could make a common antibiotic more effective
Scientists have turned microalgae into an unlikely drug-delivery vehicle, using it to boost the effectiveness of a common antibiotic.
Talarico holds slight edge over Paxton in U.S. Senate race on cusp of election, poll shows
The latest survey by the UH Hobby School of Public Affairs shows Democratic state Rep. James Talarico leading GOP Attorney General Ken Paxton by two percentage points among likely voters, just within the margin of error.
Kenya confirms eighth Ebola case amid widening regional outbreak
Kenyan health authorities say latest patient was likely exposed to the country's first Ebola case.
Will Shawn Oliver's arrest affect governor's race? Political analysts say its unlikely.
Political analysts Mary Anne Marsh and Rob Gray shared their perspectives on Shawn Oliver's recent OUI arrest, emphasizing that it is unlikely to affect the outcome of the race.
BUTCH’S BLOG: Unhealthy Health Care
Unhealthy Health Care Lately I’ve had to deal with some health problems—skin carcinomas to be precise. Too much sunning in my youth on the waves and beaches of New Jersey. My mother used to slather us with Coppertone. Wear hats, I say. And use that high SPF sunscreen. But for me, the horse is already way out of the barn. I’ve had two surgeries now, painful, but successful, one more to go. But I’m not here to whine. I’m lucky. I will survive. And, importantly, I have health insurance. Many are not so lucky. When the bill came from the clinic,...
Streaming’s Biggest Show Returns…and a Buzzy Genre Struggles
(Welcome to my weekly streaming ratings report, the single best guide to what’s popular in streaming TV and what isn’t. I’m the Entertainment Strategy Guy, a former streaming executive who now analyzes business strategy in the entertainment industry. If you were forwarded this email, please subscribe to get these insights each week.) Obviously, the big news of the week (if not month) is Netflix letting go of executive Bela Bajaria, their chief content officer. I’m going to cover this in my next “Most Important Story of the Week”, but I also have a data angle that I might publish before then. (Too much news this month, am I right?) But first, I have a bonus Streaming Ratings Report issue for you. Today’s article is a bit of a grab bag of topics I’ve wanted to write about, but couldn’t squeeze into the (already very long) Streaming Ratings Report issues. The NFL drives huge viewership numbers, so I’ve got a look at that. A whole bunch of TV shows returned to the traditional broadcast channels, and I have thoughts. And I have a quick look at adult animated shows, since a couple flopped earlier this month. Plus, the Emmys aired earlier this month, and we got some fun data bout how popular those nominated shows are and why I’m not optimistic about the show’s future. That’s a lot, so let’s dive right in. Subscribe Sports - Football Remains the King of Streaming Over the last two Streaming Ratings Reports, I sorta ignored the biggest “show” each week. (I was tempted to say “piece of content” but I know that word bugs folks.) In my database, I call these “specials”, and they sure are special. I speak of the king of American TV: football!!! Streaming football is back and, unlike some other sports, it routinely dominates all viewership. Probably the best way to show this is to update one of my favorite graphics, the “40 Million Hour Club”1 since football games have joined that club each week they’ve premiered: (Yep, that’s the data through 28-Sep, the first four weeks of the season. As a reminder, I take the average minute audience provided by Nielsen, factor out a percentage of linear TV viewers in home markets, and multiply the run time by the three-hour runtime.) Again, the numbers are huge. Let’s start with Netflix. They grabbed the rights to the bonus opening week NFL Kickoff game (which was on YouTube last year) and it put up 18.5 million viewers on average. That nets out to 47.4 million hours of estimated streaming hours. That’s good! Though, notably, it’s well below Christmas Day games from previous years. Compared to other streamers/broadcasters, that’s a bit of a mixed result. On one hand, Netflix’s 18.5 million average is about what YouTube claimed last year, though Nielsen used a bespoke methodology at that time, so I trust this viewership figure more. So that’s good. (The game also shifted from a Friday to a Thursday and that could have helped the viewership as well.) And Netflix continues to best Prime Video in total viewership—as you’ll see next—though Netflix has had much higher-profile (opening week and Christmas Day) games. NBC/Peacock’s opening game the night before averaged 25.1 million average viewers, which is just much bigger than Netflix (or Prime Video). That’s the big caveat to all streaming viewership records: even in success, they can’t compete with traditional linear TV. Previously, I called this my “hierarchy of viewership”, and the data keeps supporting that thesis. The downside for NBC is that this game’s viewership was down compared to previous years, though it may be a counting issue. Here’s a great chart from Sports Media Watch: Indeed, looking at all the opening week games across all windows, Netflix still lags the other primetime windows, but does well compared to the afternoon games: I saw a few folks make the case that streamers still lag traditional broadcasters in reach, and I’d add they really lag compared to “broadcast plus streaming” options like NBC/Peacock, ESPN/Disney+ and CBS/Paramount+. The best data I saw for this came from Samba TV, who charted reach through the 2025 season, and, wow. (Samba TV’s numbers are historically lower than Nielsen’s, so don’t compare their household figures to Nielsen’s hours, but use them as a proxy for the relative reach of the streamers.) The good news is Prime Video is NOT having a down year. Their opening Thursday Night Football game reached 18.6 million viewers (about what Netflix got), but that’s a high for Prime Video on Thursdays and the biggest Thursday night game since 2015. The TNF games the weeks of 21-Sep and 28-Sep continued this streak, getting 43.1 (16.8 million average viewers) and 42.5 total hours (16.6 million average viewers), which were both up from last year. Still, that continues the (typical) season slide: (For those new-to-streaming-football-numbers folks, the viewership declines for Thursday Night Football as the year goes along.) Overall, it appears as if Prime Video is now part of the “football habit”, be it for customers at home or out at places like bars and restaurants. And its viewership is slowly catching up to broadcast. One last chart shows this. Last season, Nielsen started adding out-of-home viewership to the charts, so I try not to do season-to-season comparisons as I did for the first few years. And while Nielsen added Big Data viewing this year, I’m going to compare the last two seasons. Here’s that chart, which shows the season-over-season gains: When it comes to streaming football, we have to keep a few seemingly contradictory thoughts in our head… First, streaming doesn’t come close to matching broadcast’s reach and, thus, viewership. Second, even with that gap, football is still the biggest “thing” on streaming. It’s very, very popular. Third, while some methodology changes have likely helped Prime Video’s numbers, their viewership does appear to be growing. Lastly, yeah, the NFL started the season off poorly, with week one dragging down the numbers in year-over-year comparisons. However—and again, methodology changes may have helped this—the viewership grew compared to previous seasons over the next couple of weeks. So football is still king. On streaming and off. Television - Adult Animation Continues to NOT Make the Streaming Charts In the last two reports, two adult-animated shows whiffed: Netflix’s animated comedy, Dang! Paramount+’s Sega-video-game-inspired fantasy/comedy, Golden Axe. Neither made the charts, but that’s usually the case for animated shows. I mean, here’s literally every animated show that’s made the Nielsen Original charts since the start of 2025: And one of those shows is G_abby’s Dollhouse_! A kids show! The problem with charts like this is that they don’t give you a sense of how many shows miss the charts. Netflix had at least eleven animated flops, including comedies like Big Mouth (a show everyone assumed was popular in the pre-Streaming Ratings Era), Long Story Short, Haunted Hotel, Mating Season, Strip Law, and Alley Cats, and action shows like Blood of Zeus, Castlevania: Nocturne, Devil May Cry, Splinter Cell: Deathwatch, and Tomb Raider: The Legend of Lara Croft. Prime Video had at least six animated misses, two in the same universe (Hazbin Hotel, Helluva Boss), three more comedies (#1 Happy Family USA, The Second Best Hospital in the Galaxy and Kevin) and an action show (The Mighty Nein). Disney+ had MCU and Star Wars animated misses (Eyes of Wakanda, Marvel Zombies, Star Wars: Visions, Star Wars: Maul – Shadow Lord, and Star Wars: Tales of the Underworld) but I can’t tell how many of those shows were geared towards adults. HBO Max had Harley Quinn and Hulu had Solar Opposites. None of these shows made the charts! That’s a lot of misses! If I remade the chart with all those misses, here’s how it would look: Listen, I know the counter arguments. First, it’s cheaper to produce animated shows than live action. Fair enough, but with viewership this low, even that cheaper price point starts to not matter. Second, just look at the acquired charts. Hit animated comedies can generate viewership for years! Shows like The Simpsons, South Park, Family Guy, and Bob’s Burgers do really, really well. Fair enough, but streaming has failed to recreate the dynamic that Fox has mastered so well. That’s a problem for streaming still. Television - Emmys! The annual Emmys broadcast was a few weeks ago, and I’ve got data on how the nominees performed on streaming, plus hot takes on this year’s viewership (and the big news about the broadcast’s, er, streamcast’s future). We’re just getting started with this issue, but the rest is for paid subscribers of the Entertainment Strategy Guy, so if you’d like to find out… The top Emmy-nominated shows… ...why I’m worried about the future of the Emmys telecast... ...the pros of broadcast television ...and the cons... ...please subscribe! We can only keep doing this great work with your support. Coming Soon! Next week, we’ve got a double issue (since the weeks of 21-Sep and 28-Sep were so light), but then I’ll be all caught up after a deluge of streaming ratings data from Nielsen in September. In the meantime, I’m going to try to take a look at Netflix’s stats to explain why Bela Bajaria is out. But even light weeks give me plenty to talk about. The Great British Baking Show returns to Netflix and Apple TV has a buzzy new star-studded comedy. And Netflix has a controversial-but-appears-to-be-popular new game show. Plus big films like Toy Story 5, Backrooms and The Breadwinner head to streaming. And is East of Eden a hit? After that, The Kardashians return to Hulu, Prime Video has a reboot of Carrie, and Netflix has a horror show, Below. Disclosure Day heads to Peacock, The Housemaid heads to HBO Max_,_ a new Ben Affleck film, Animals, lands on Netflix, and Apple TV has a new John Cena action film based on, checks notes, Hasbro’s Matchbox toys. Okay. Longterm, some interesting TV production news. HBO Max ordered How to Survive Without Me, starring Kaley Cuoco, Joshua Jackson, Ray Romano and Rita Wilson, for fifteen episodes! I love that some streamers (or, at least, HBO Max) are finally ordering TV shows with more than eight episodes. In less wise production news, Landman does not appear to be coming back this year, since it just started production. Frankly, I don’t love this (get your shows out on time) but Landman is so popular, I doubt it matters.
Apple Expected to Release New Products on Next Four Fridays
Apple likely plans to release MacBook Pro models with OLED displays, 14-inch MacBook Pro and iMac models with M6 chips, and/or an iPad mini 8 with an OLED display on Friday, November 6, according to Bloomberg's Mark Gurman. The devices are expected to be announced on Tuesday, October 27 or Wednesday, October 28. If this timeframe proves to be accurate, then Apple will be releasing new products for the next four Fridays, with the other dates already announced.
Berkeley's Nabolom Bakery blames political backlash for decline ahead of closure
Nabolom's owners say an Instagram removal and backlash over its political positions hurt sales, but they also point to rising costs, staffing problems and fierce competition.
Berkeley’s Nabolom Bakery blames political backlash for closure
Nabolom’s owners say an Instagram removal and backlash over its political positions hurt sales, but they also point to rising costs, staffing problems and fierce competition.
California Politics 360 full episode | California, US government clash over voter rolls
The Trump administration sued California election officials this week. They asked a judge to block the state from counting mail-in ballots from people the federal government has identified as “likely” non-citizens until their status can be confirmed.
Kelly Clarkson’s Home Decor Collection Contained Bird Products Before Apparent Removal Amid Store Feud
World leaders must wise up to threat of cyber-attacks or rogue fridges will be least of their worries
Global cooperation seems unlikely despite AI increasing the risk of digital fraud and the need to protect the financial system
Scientists Uncover a Hidden Factor That Could Change How We Manage Diabetes
Timing may matter in insulin-treated type 2 diabetes; patients with the steadiest daily rhythms were 2.3 times as likely to meet blood sugar goals, while afternoon activity was linked to smaller swings. People with type 2 diabetes who use insulin need to keep blood glucose from climbing too high or falling too low. In a
‘They Want to Get Into the Taylor Swift Business’ — Media Analyst ‘Rationalizes’ Travis Kelce Possibly Coming in as Troy Aikman’s ESPN Replacement
Kansas City Chiefs tight end Travis Kelce re-signed with the franchise this offseason, and the Chiefs have come flying out of the blocks to a 4-0 record. Once the current season ends, however, there is some speculation about where Kelce may head next, particularly if it comes to a role in the broadcasting booth.
Sony’s PlayStation 6 Price Is Set To Surpass $1000, As RAM and SSD Costs Have Risen Over $680
PlayStation 6 RAM and SSD costs near $700, pointing to a PS6 price over $1000 and likely 32GB RAM / 2TB specs
Opinion - John Schickel: Public service, not politics — why I’m running for Boone County Commissioner
Editor’s Note: The NKyTribune is offering one free op-ed postings from NKY candidates in major races in which there is opposition for the November 3 General Election. All candidates may send op-ed’s…
Apple Retail Staff Told to Warn Against iPhone Duo Walk-In Purchases
Some Apple retail employees have been told to warn customers against visiting to purchase an iPhone Duo without a pre-order on Friday, October 23. Apple Store employees told MacRumors that have been advised that there will likely be no iPhone Duo stock available for walk-in purchases on launch day. Staff have been instructed to discourage customers without pre-orders from coming in expecting to buy the device, warning that they will be disappointed.
The Republican governor candidates walking back some of their abortion stances
The candidates’ retreat suggests that, even as reproductive rights fade from the national spotlight and polls show voters are far more likely to prioritize cost-of-living concerns, the political ramifications of pushing for new abortion restrictions remain substantial.
Mikel Arteta Defends Viktor Gyökeres: 'This is just a phase!'
Despite a prolific international break, Arsenal’s £55million man remains goalless for his club this season. Mikel Arteta has defended the Swede’s work rate, insisting small margins will soon transform his fortunes at the Emirates.
Texas' gerrymandered congressional map might come up short for GOP
Texas Republicans redrew congressional maps to add five more GOP seats at President Trump's request, but they aren't likely to pick up that many.