The Riffs Show

In the Riffs Show, our video podcast, Lydia Fairfax (Triple Crown Consulting) and I discuss the strategies, economics and power dynamics shaping the OTT industry.

From platform control and monetisation to content, partnerships and emerging tech, each episode breaks down the forces driving broadcasters and streamers today. Smart, opinionated and grounded in real-world experience, The Riffs Show brings together news, interviews, reviews and analyses from across the worldwide television and online video sector.

Watch all episodes, free here or on Spotify. And join our mailing list to find out about upcoming sessions.

  • Riffs Season 2, Episode 5 – The Cost of Premier League DTC

    The Premier League has just announced Premier League Plus – a new DTC streaming service launching in Singapore next season. Which led us to ask: what would happen if they tried the same thing in the UK?

    For this week’s episode, Lydia and I built financial models independently and then compared

  • Riffs Season 2, Episode 4 – Who Owns the Streaming Customer?

    In this week’s Riffs, Lydia and I tackle one of streaming’s most loaded questions: who actually owns the streaming customer: the streamer, the aggregator, the TV manufacturer, or the device ecosystem?

    We started with a quick follow-up from last week – the HBO Max UK launch, and why Sora

  • Riffs Season 2, Episode 3 – HBO Max Launches in the UK

    Happy HBO Max Launches in the UK Day! 26 March 2026. But how long will the new service last – at least under this brand name pending the sale of WBD to Paramount Skydance? What’s it customer acquisition strategy? How many subscribers is it aiming for? And could HBO Max

  • Riffs Season 2, Episode 2 – Who Really Controls Streaming?

    In last week’s pod, Lydia tried valiantly to get me interested in the Media Act and the consultation that is currently taking place between government, Ofcom, broadcasters, streamers and TV manufacturers. It worked! I did some reading. 

    And in the course of my research, a wider question surfaced: who really controls

  • Riffs Season 2, Episode 1 – Industry Talking Points for Q2/3

    Lydia and I are back for Season 2 of our Riffs podcast where we do news, reviews, interviews and analyses from the OTT industry.

    In this, our season opener, we catch up after three months away and look to what might happen in streaming over the next two quarters. Topics include

  • OTT Question Time Live 2026 – Riffs Special – Evaluating Valuations

    In our bonus lunchtime session on Day 1, Lydia and I recorded a live edition of Riffs, looking at Evaluating Valuations.

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    All videos from OTT Question

  • Riffs Episode #10 – End of Season Show

    Sure, it’s only an industry podcast / webcast but in this final episode of Season 1, Lydia and I discuss some genuine cliffhangers:

    • An update on the Netflix / Paramount Skydance bids for Warner Bros Discovery
    • The future of the BBC licence fee following the publication of a new consultation document which
  • Riffs Episode #9 – Netflix, WBD & Are We Legacy?

    In this episode, Lydia and I discuss the Netflix bid for Warner Bros Discovery which, in the Netflix comms that followed, made it sound like a done deal.

    I think it’s fair to say that whereas Lydia was quite bullish about the acquisition, I was (and still am) sceptical. Why? Regulatory

  • Riffs Episode #8 – BBC Resignations & Comcast bids for ITV

    When the news broke that Comcast had bid £1.6bn for ITV, Lydia and I thought, hands down, it would be the biggest story of the week. But then Tim Davie, Director General of the BBC resigned. Cue hasty updates to this episode where we discuss both developments. 

    On the BBC, we

  • Riffs Episode #7 – Netflix Numbers & Product Placement

    Lydia and I were on a break last week (not in the Ross and Rachel in Friends kinda way!) so we didn’t get a chance to comment on Netflix’s Q3 financials. That’s easily fixed – we discuss them in this episode where we particularly focus on what Netflix spends on