The economics of streaming have fundamentally shifted. Scale alone is no longer the primary goal; profitability, cash discipline, and sustainable margins now sit at the centre of strategic decision making.

This session examined how streamers are recalibrating their models around ARPU, retention, and customer lifetime value, and how advertising, pricing discipline, and smarter bundling are reshaping both unit economics and audience expectations across different types of services.

Talking to Lydia Fairfax, Founder & Managing Director, Triple Crown Consulting, were:

• Kerry Ball, EVP, Business Development & Partnerships, BBC Global Channels & Streaming
• Hendrik McDermott, Managing Director EMEA Networks, Hayu & International D2C, NBCUniversal
• Jane Dribinskaya, VP FAST & DTC, ITV Studios

The discussion covered differing economic strategies between specialist and multi-genre services, the role of advanced modelling and econometrics and global versus local trade-offs.

**

All videos from OTT Question Time Live 2026 are available exclusively to conference attendees.

If you attended, please log in below using the username and password emailed to you in March 2026. This page will refresh and the video will appear.

**