Fresh TV series and movie content may not see the light of day on any of the producers' own streaming or linear TV channels, says AMC CFO Patrick O'Connell, who spoke at a JP Morgan media industry event.

The effects of cord-cutting and linear TV results trending down continue to fuel merger talk about legacy TV network groups (and their stations).

A long-term question is how to prevent consumers from paying "double" for future programming as TV-based network media companies and legacy pay TV distributors hash out their business differences.

We will see whether any streaming platform offense can get the best of a defensive marketplace.

FAST channels have mostly inexpensive, low-cost content. But analysts believe that while there is decent usage for FAST channels, it is mostly at a lower engagement level.

The biggest issues for Fubo TV arise from distributors being forced to take scripted and unscripted entertainment content that "customers do not want or need," according to the legal complaint. Sports are another matter, of course.

With a new TV campaign, DirecTV wants to be in the cooler, more hip space of those virtual streaming pay TV services.

The pressure is on Roku, even as its most recent quarterly data reporting period overachieved. Roku says it has its own first-party advantage.

"Big films can still get people out of their homes and into theaters, but smaller films that do not feel like a major event remain challenged," MoffettNathanson analyst Robert Fishman says, adding that "we remain concerned about are the singles and doubles."

Walmart accounts for 40% of Roku device revenues. What does that now mean for the big streaming distributor's business?