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
Spotify may see more growth in podcasts with Anchor & the Creator Economy than with Hollywood talent & exclusive original content
Stories about YouTube, Spotify and OnlyFans last week shed valuable new light on the moving pieces of the Hollywood-meets-Creator-Economy business mode…
*Need* to know stories and trends for this morning & the week ahead; A Short Essay on The Dolan Family & AMC Networks CEO Josh Sapan's Resignation
And, Predictions for The Last Four Months of 2021