It’s time to check back in on the state of the streaming wars, with two binge-worthy conversations. First, Recode’s Peter Kafka talks to analyst Michael Nathanson about Big Media’s new problem: TV ratings are plummeting because all the good stuff is streaming — but now Wall Street doesn’t just want streaming, it wants *profitable* streaming.

Then, we travel into the time stream to talk about the past, present and future of the streaming wars with Dawn Chmielewski, co-author of Binge Times: Inside Hollywood’s Furious Billion-Dollar Battle to Take Down Netflix, and Julia Alexander of Parrot Analytics. We discuss the legacy of Seeso, why the real audience of CNN+ may be the people in front of the camera, and when and if we’re getting the bundle back.

Featuring: Michael Nathanson, Senior Research Analyst at MoffetNathanson

Dawn Chmielewski (@DawnC331), U.S. Entertainment Business Correspondent at Reuters

Julia Alexander (@loudmouthjulia) Senior Strategy Analyst at Parrot Analytics

Host: Peter Kafka (@pkafka), Senior Editor at Recode

More to explore: Subscribe for free to Recode Media, Peter Kafka, one of the media industry's most acclaimed reporters, talks to business titans, journalists, comedians, and more to get their take on today's media landscape.

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The State of Streaming