By Hernan Lopez.
Companies mentioned: Disney, NBCUniversal/Peacock, Netflix, Nielsen, Paramount, WBD
Questions answered: Who stood to win and lose from Nielsen’s now reversed change to The Gauge? What did Josh D’Amaro say about Disney’s streaming ambitions? What is the Bravoverse? Now that Sora is gone, will Disney still invest $1B in OpenAI?
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Does streaming have a higher share of viewing than linear TV in the U.S.? Until last week, we all thought the answer was yes because Nielsen’s The Gauge told us so, as far back as last May. But last week delivered a double whiplash. Earlier this year, Nielsen informed its clients that, based on their own collective feedback, it would use a new source to calculate Universe Estimates, which is a key input into how rating estimates are generated. Think of a Universe Estimate as the census...