FAST / AVOD
Free Ad-Supported Streaming Television (FAST) and Ad-supported Video On Demand (AVOD) — the ad-funded streaming category that has emerged as a major secondary distribution window for film and TV content. Major FAST platforms: Tubi (Fox), Pluto TV (Paramount), The Roku Channel, Freevee (Amazon), Samsung TV Plus, LG Channels, Plex, Xumo (Comcast/Charter).
7
Total Mentions
7
Articles
August 19, 2026
Most Recent
Deal Activity
The August Window: Why Independent Catalogue Is Worth More This Quarter Than It Will Be Next Year
Three things happened this month that point the same direction. The largest buyers committed publicly to margin. One of the two largest television libraries admitted a replenishment gap. And the autumn markets filled with unsold international product. Taken together they describe a window that is open now and closes on a schedule the counterparties have already announced.
The Q2 2026 Streaming Scorecard, Read as a Licensing Forecast Rather Than an Investor Story
Netflix, Disney and Warner Bros. Discovery have now all reported. Read as investor stories they are three separate narratives. Read as a licensing forecast they say one thing consistently: the buyers are optimising for margin, and margin favours library.
Warner Bros. Discovery Q2 2026: Streaming Clears $3 Billion for the First Time, and the Company Names a Library Replenishment Gap
Warner Bros. Discovery reported Q2 on August 6. Streaming revenue passed $3 billion in a quarter for the first time. Buried in the commentary was something more useful to rights holders than any headline number: an explicit acknowledgement that the shift from broadcast to streaming production has opened a temporary hole in the licensable library.
Disney Fiscal Q3 2026: Streaming Revenue Up 11% and a 13% Margin, or How the Second Largest Buyer Learned Discipline
Disney reported fiscal third quarter results on August 5: revenue of $25.25 billion, up 7%, with entertainment streaming up 11% to $5.53 billion and a 13% SVOD operating margin. For licensors, the margin number is the one that changes behaviour, and not in the direction sellers would like.
Netflix Q2 2026: Revenue Up 13%, Guidance Soft, and Fewer Engagement Numbers for Everyone Else to Read
Netflix posted $12.56 billion in Q2 revenue on July 16, up 13.4% year over year, and the stock fell as much as 9% on soft third quarter guidance. The more consequential detail for rights holders was not in the numbers at all: the company said it will report fewer engagement metrics.
Performance-Based Licensing: Early 2026 Data on Streamers Shifting from Minimum Guarantees to Revenue Share
The pre-Marché 2026 deal flow is showing the first structural data on a shift that has been promised for years: streamers moving from upfront minimum guarantee licensing to back-end revenue-share structures. Here's what the early 2026 data shows, what's driving the shift, and what indie sellers and rights holders should plan for as performance-based deals scale.
FAST Channel Licensing Rates Compression in Q2 2026: What Indie Sellers Are Actually Being Offered
Free Ad-Supported Streaming Television (FAST) was supposed to be the recovery channel for indie film catalogs after the SVOD output deals collapsed. In Q2 2026, the per-title licensing rates from Tubi, Pluto TV, Roku, Freevee, and the platform aggregators have compressed materially — and the structural reasons matter for any rights holder building a 2026-2027 monetization model.