Mergers tend to stifle innovation, but this one may open up some unexpected opportunity. Meanwhile, WBD pulls out an end-of-year victory (of sorts) thanks to the Philly kids.

From all of us at TVREV, we wish you a HAPPY THANKSGIVING. Here’s some Sunday reading that still tastes good on Monday

Peacock’s success is being driven by NBC’s broadcast programming. Which, Brandon Katz explains, is likely another reason why they are jettisoning their cable networks.

The case for why local broadcasters should be all over NBCU’s cable networks and why WBD’s deal with the NBA is another nail in Venu’s coffin.

Comcast just took The Great Rebundling to the next level and what you need to pay attention to, plus why the MLB on Roku is an even bigger deal than it seems.

This week’s TVREV highlights, and more news across the industry.

Hulu is all DIsney’s now—what that means and what DIsney needs to do about it. Plus why MLB needs to be worried about the World Series abysmal ratings.

Why Netflix won’t be the only streaming service to raise prices and a look at the latest entrant into the OS Wars and what they’ve got going for them.

In January, Disney and Paramount fought it out to see which media property had the highest reach amount U.S. YouTube and Facebook audiences.

Is Xumo why NBCU is shutting down free Peacock and why WBD was smart to sell off some of its library content to Roku and Tubi.

Why Disney and Comcast desperately want Hulu and what happens next plus why the lack of carriage fees on streaming may be a bigger issue than many realize.

The big issues confronting Netflix coming out of their Q2 earnings calls and why a resurgent Hulu may be an issue for Disney.

Our thoughts on the best advertising partner for Netflix, why smaller MVPDs would benefit from a turnkey streaming TV solution.

The upfronts confront a hybrid linear/streaming future, Comcast get the value of the TV OS.

Highlights from the Emerging Smart TV Ecosystem at the 2022 NewFronts which were all about CTV.

As a service to our readers, we’re compiling all the earnings calls scheduled by the relevant companies in the streaming space.

Parental controls further blur the lines between Disney+ and Hulu on-demand, putting the latter service at a crossroads.

If Comcast feels strongly enough about the need to pull content from Hulu and move it to Peacock, it might as well be all the way out on service it currently co-owns with Disney.

If Comcast truly intends to keep its 33% stake in Hulu, the service suddenly becomes a much bigger priority for Disney.