The State of Streaming

It’s time to check back in on the state of the streaming wars, with two binge-worthy conversations. First, Recode’s Peter Kafka talks to analyst Michael Nathanson about Big Media’s new problem: TV ratings are plummeting because all the good stuff is streaming — but now Wall Street doesn’t just want streaming, it wants *profitable* streaming.

Then, we travel into the time stream to talk about the past, present and future of the streaming wars with Dawn Chmielewski, co-author of Binge Times: Inside Hollywood’s Furious Billion-Dollar Battle to Take Down Netflix, and Julia Alexander of Parrot Analytics. We discuss the legacy of Seeso, why the real audience of CNN+ may be the people in front of the camera, and when and if we’re getting the bundle back.

Featuring: Michael Nathanson, Senior Research Analyst at MoffetNathanson

Dawn Chmielewski (@DawnC331), U.S. Entertainment Business Correspondent at Reuters

Julia Alexander (@loudmouthjulia) Senior Strategy Analyst at Parrot Analytics

Host: Peter Kafka (@pkafka), Senior Editor at Recode

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