Hello everyone. I hope you're well. We're here for another wonderful episode of Let's Go. With me we have special guests, very cool and well-prepared people to tell us about many announcements from TwitchCon and more. First, let's welcome our CEO Dan Clancy. How are you today, Dan?
I am doing well. Hi! I needed to say a little bit of my Spanish from when I went to school.
Perfect. So we had Dan's Spanish voice reveal live here on our beautiful show. As we said, we'll talk about many things today, including all the announcements from TwitchCon, a Q&A section, and we'll also talk with a very special guest, so let's welcome Gorilon.
Can you hear me? Hello to everyone in the chat. Thanks for the invitation. As Dan said, he has a little Spanish. I have even less English. People laughed in my stream because they didn't know how I would speak. But if there's a translator, don't worry, you won't have to hear me speak English.
Okay, no worries. And we can't forget our smallest live interpreter, Suzyroxx. Hi Suzy. How's everything?
Hi! Indeed, you don't have to listen to Gorilon worried about speaking English. I'm Suzyroxx, I also stream and today I'll be the translator. I'll translate a little for Dan so you can hear his Spanish through me. Let's hope everyone understands and we'll start.
Perfect, great. So here we are. Dan, go ahead. What do you want to start telling us?
Well, well, Ignacio, you stole my thoughts. You introduced Suzy, but let me talk a bit more about her. She's incredible. Each show is better. Now let's talk about Gorilon. I know you don't want to brag, but tell us a bit about yourself. You're a Fortnite coach and caster? You've had 5,000 viewers? You've been streaming since 2018? Tell us what you've done on Twitch and what you like to do.
I dedicate myself fully to creating content around competitive Fortnite. It's the game that gave me life and might also be the one that makes me disappear, because I love it. All my content is based on the game. It's like football for some people. Fortnite is the same for me. I started as a coach in 2018. Now I mainly watch live competitive tournaments. This year I had the opportunity to do the official Spanish-language broadcast from the stadium where the 2025 World Cup was held. I'm very happy. The future of Fortnite is promising, and streaming is everything to me. I make content on other social networks, but the community that makes me happy every day is the one that accompanies me in each tournament.
All right, Gorilon! Let's talk a bit. I've been to Chile but not Argentina. Where do you live?
I live in Argentina, in Buenos Aires, near the Obelisk. I don't know if you've had the chance to come, but we have asado and mate. Mate accompanies me in all my streams, just like the viewers. It never fails. I live in Buenos Aires.
Well, I need to get down there. I've had mate in Chile, but not in Argentina. My son likes mate a lot and is preparing to offer it in his coffee shop. So I have to go to Buenos Aires and spend some time in Argentina.
Argentina never disappoints. You'll always find Argentines with mate and asado, sharing moments. That's why communities in Latin America are very united. The connection we Latin American streamers have with people is special. When I meet them at events, they give me hugs and love. I love this and the people for whom we live and can create content.
Great! All right, let's get going with the show.
Let's start the show. As Ignacio said, we'll talk about updates and news, and we'll have questions from the chat at the end. First, a note for partners: you can apply for front page feature between November 3 and 21. The link is Twitch.tv/frontpage. Now let's start with updates. First, dual-stream format is now in beta. It allows streamers to go live in both horizontal and vertical formats. This is great for mobile viewers. You can sign up for the beta. It uses Enhanced Broadcasting with OBS, Streamlabs, and StreamElements. On mobile it will show vertical. Many people in Latin America use mobile, so this will be helpful. I never imagined we'd have this feature when I started streaming over ten years ago.
I want to mention that you can configure the vertical stream so it doesn't just crop the screen. I can put my camera at the top, which is important for Fortnite. I didn't know we could configure that. My doubt is about clips: will they show in vertical or horizontal?
It depends on how you hold your phone. If you hold it vertically, the clips will be vertical. If you rotate, it's a bit rough now but we'll make it smoother. Most people hold their phones vertically to chat, so this makes it easier to watch and type.
That's key. In Latin America a lot of people use mobile devices. Twitch is consumed on all platforms: mobile, computer, and TV. I think it's a great initiative that we can configure it beforehand. Also, can I configure where alerts appear?
Yes, you control where the alerts go. It's like a new scene in OBS, just vertical. You place alerts wherever you want. That's something we're working on. Many people stream from mobile, for IRL or beginners. Over 60% of mobile viewing hours come from the Twitch app, so we've improved the app for streaming, including reconnection protection and alert systems. We're also partnering with Meta to let you stream from their AI glasses. You'll be able to stream from the Twitch app using the glasses as a camera. I think it will be great for IRL streams. Streamlabs and StreamElements are also updating their apps.
That's very good. If I get the chance to travel again, it's something to consider. It gives a different vibe because you don't feel like you have a camera. It's more natural.
Yeah, that'll be coming out a little after the end of the year. We're still working on it.
Now let's talk about clips. I describe it as catching up. When you open the Twitch app on mobile, you want to catch up with your favorite streamers. We're improving clips with AI auto-clips that detect the best moments and create clips with subtitles. You can also trigger a clip by saying a command. In five minutes after your stream, you'll have 3 to 5 clips to share. You'll be able to download and export them.
This will make life much easier for streamers. After streaming, you have to go eat or rest. It saves work for those without an editing team. What command will it be?
It might confuse if you say Jarvis. You can set a keyword, and it will create the clip. It also uses chat activity to detect good moments. You can validate or reject clips later. Auto-clips can also condense clips to remove dead time, so you get a 30-second highlight.
My most successful clip must be from the last World Cup, when an Argentine won a game for the first time. I'd like to be able to quickly clip moments from my own stream with a button in the creator panel, maybe with 30 or 60 second options.
Gorilon, let me ask: while you're live, you want to create a clip and get the link to share immediately?
Yes, exactly. I want two buttons in the panel: one for 60-second clip and one for 30. I press it and get a link instantly.
There is a quick action button for clips in the creator panel. You can only use it while live. You can't choose 30 or 60 seconds, but you can edit afterwards. Auto-clips will also help condense clips.
Perfect. If you want more info, remember the link Twitch.tv/autoclips. It's in the chat. What else do we have? There's more.
We have a lot to go. Watch Streak is now available for everyone. It rewards viewers for watching consecutive streams. If you miss a stream, you can watch a VOD or a clip without breaking your streak. It's already available. We're also improving Stories to help with catching up. This simply rewards viewers for watching your streams. So far it's been performing very well. Next topic: helping streamers make more money. Combos are in beta and have worked well, especially in Latin America. They allow viewers to contribute to a celebration with bits. We're evolving it so one tap can start a combo. Also, subscription discounts have shown 31-45% increase in earnings, with some cases over 250%. Streamers can create promotions and even custom badges for events. You can offer discounts to make subs more accessible. There's also a feature for manager and head moderator roles.
That sounds great. It gives viewers a reason to come in, to keep a streak, and it encourages more viewership and community presence.
Yes, it's been performing well. Metrics are good for retention. Even if you're busy, you can check a clip or VOD. Let's continue with compliance updates. When someone is suspended, they will still be able to access their account but not stream, unless it's a serious violation. Also, we're adding new roles: one for agent/manager and one for head moderator. This will help streamers manage their channels better. These changes were well-received at TwitchCon.
I would make a badge for a character I have called Alex. The community loves him. It's great to let people unlock badges and to offer discounts during big events when viewers want to support but can't afford it. That way you earn more and they feel part of it. I think these roles are incredible and necessary.
Yeah, you can combine that with discounts. It makes it more fun to be a sub. All right, with that, let's answer some questions. Gorilon, we have some here.
First, about 2K streaming that was announced at TwitchCon. I used it before but heard it doesn't work well on TV. Is it integrated properly now?
That's one reason we haven't rolled it out more. It doesn't work well on some TVs, like PlayStation 4. We're working on fixing those issues. We hope to have some problems resolved by December.
Another thing: can we mute specific words temporarily from the creator panel? For example, during the end of a Fortnite match, I want to mute spoilers like 'won' or 'lost', then unmute after. With a click on/off.
That's a good idea. We have a list of blocked terms, but it's for inappropriate words. We can think of a temporary mute with a timer. I'll note it for the team.
Exactly. Being able to toggle quickly without typing would be much faster for me, since I have a match every 20 minutes.
Good suggestion. Now, Dan, I'd like to ask you: how do you see Twitch and the streaming world in five years? I feel that people don't enter my stream anymore because they've seen clips on TikTok, and streams are summarized on other platforms. How does Twitch handle that?
I still think streaming will do well. Social media can be antisocial, but streaming is about connection. When you watch a stream, you feel connected to the streamer and the community. Twitch is focused on community. Yes, people spend more time on short-form content, but that can work for streaming. Seeing your clips on other platforms doesn't replace watching live; it keeps them connected and makes them feel they missed out, so they might come next time. The challenge is to get more people to see the magic of live streaming. We need to make it easy to upload short content to other networks. Short-form extends reach, but money comes from long-form content. So use clips to keep people connected. We want to improve clips with comments so even if you're not there, you stay connected.
But in general I think more and more people will seek streaming as a place to truly connect with a person. We are seeing this a lot in the US right now. More and more celebrities, not singers, people from other places come to stream. Kai Cenat brought a lot of celebrities and famous people to the stream, and many times they tell us they want to stream, they want to try it. So I think we'll see it more and more because we are evidently trying to grow streaming, but there will be more people using streaming as a secondary way to connect with their audience, with their community, which will bring more people to the platform, and then more creators will see how special it is to create a community around the things you love. The community is totally different when someone streams and makes other recorded content; a stream is more one-on-one and also has a quick back-and-forth relationship with the community.
But I also want to ask a question, speaking of the people who come, the people who watch us. There has been recently, as you even mentioned, they were dealing with the issue of bots as well. I don't know if it changed how Twitch viewership is counted, because I also saw a lot on social media that people say 'Okay, Twitch viewership counts if someone types in the chat, Twitch viewership counts if you only have the tab open.' To clear up all those myths and doubts, I want to know how Twitch viewership is counted. Said by you who know it better than anyone.
Yeah, thank you so much. Yes, Gorilon, thank you. So there has been a lot of misinformation about what we are doing, which is not true. So the idea that you only see viewers if they type is not true. Not at all. We count lurkers, people who are watching without typing. This has to do with how we have been updating how we handle bots. But before going into that, one of the areas of most confusion we have seen is that if someone has many tabs open, the way we count is reduced and eventually ends up at zero. So some people have incorrectly said that if you have two tabs open with streams, then it doesn't count. And that is not true. If you have 15 tabs open with video, that is true, because there are some plugins that people have that when you start a stream it automatically opens, and clearly you are not watching, they just open tabs for every channel they follow. So it's something that viewers have created that isn't bots but seems like it, and it inflates the number. This has always happened. If you have 20 tabs open, it doesn't count because you are not really watching any of the 20. But yes, we count people who do not type. We have been working a lot on the bot issue because it is important that streamers respect the rules and that no streamers are at a disadvantage because they are not buying bots. It is complicated to never make a mistake or know if it is a mistake or you did it. We are working hard to detect bots, and we have corrected a bit and adjusted this because it is always difficult to do it right. We will continue working to ensure that the people there are really there and that no one is at a disadvantage because others buy viewers.
Okay, one doubt I had, I read so many things on social media that I didn't know what to trust, but it leaves me calm that it's like that.
And another question that I think is also the topic, at least in Latin America, that has been talked about the most recently, is the number of streamers who have moved to the other platform and have decided to stop streaming on Twitch and have gradually taken the audience in Latin America to that platform. How do you as a company and Twitch see that situation? And I want to see the vision of Twitch regarding the future of the same platform in Latin America and the streamers who are now on Kik and the audience.
Yeah, so this is something that Twitch has had to deal with for a while. When Twitch became popular, many people said 'Wow, that's cool.' Also Mixer from Microsoft had something similar, they offered big contracts, tried to take streamers. YouTube has also done it, they have had very big contracts. And we are focused on longevity, on lasting, on operating and having a sustainable business model. Not for four or five years, but for ten, fifteen or even twenty. Seeing streamers like you Gorilon, you are young, I'm sure you love to stream, and many streamers want to stream ten years from now. The good thing about Twitch is that when you create a community, it is a loyal community that accompanies you. We have that responsibility to keep Twitch here for ten, fifteen, twenty years. The important thing is that all the others eventually stop paying these big contracts. Everyone who went to YouTube has come back to Twitch. Kick is funded by Stake, and the contracts they are giving are not really sustainable long term. The question is when will they stop? I think the interesting part is being here in ten, twenty years. Our focus is sustainability, helping creators find sponsors. We opened exclusivity; people can come and go. Our focus is the community.
I would like to add from my side. I have been working on Twitch for 12 years. When I started streaming in 2011, there were many competitors that no longer exist. We have gone through this in Latin America, but at the end of the day it's about having a sustainable business over time. I entered this company more than a decade ago and it is still here. We have to make decisions thinking about everyone, not just the big streamers. Having seen so many platforms pass, I think the important thing is to listen to feedback, keep improving the product, and keep Twitch different by listening to the community.
My vision as a streamer on Kick: most who moved are from Latin America, probably due to lack of ad monetization compared to Spain and the US. If you improve the ad economy for Latin America, I think that would solve a lot. There is a new sponsorship program that I'll check out.
Yeah, great, Gorilon. I completely agree. We have had some transitions in ads in the market. It's important to make ads work better for you so your channels are sustainable.
Thank you very much for answering. As a streamer, it's very important that Twitch gives its vision on this. Thank you to Dan and Ignacio.
