This is a major development with broad implications for linear, advertising, SVOD, and AVOD marketplaces
Need* to know stories and trends for this morning & the week ahead; A Short Essay On English Premier League Rights Renewal, Formula One & Comcast’s Odds
A surprising quote about niche sports from former DAZN Chairman John Skipper lands in PARQOR Hypothesis territory
When taking an initial stab at that scenario, some notable implications for Warner Bros. Discovery and AMC Networks emerge.
Need* to know stories and trends for this morning & the week ahead; A Short Essay on “Aggregator Bundling 2.0” & Convergence After Epic v. Apple
If Apple solved for marketing TV+ software, only, would that solve for Apple’s pain points around Apple TV+ content marketing?
Both a recent WSJ piece on the Scarlett Johansson lawsuit & the “All-you-can eat” vision being evangelized by Third Point's Dan Loeb suggest the answer…
Need* to know stories and trends for this morning & the week ahead; A Short Essay on Growth in Hollywood-meets-Creator-Economy
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