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Rich Greenfield

Rich Greenfield

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LightShed Partners media/tech analyst; deep analysis of streaming economics, TV bundles, and M&A dynamics.

Recent Posts

Ellison Should Pause Warner Bros Gamble Now
Social•Feb 18, 2026

Ellison Should Pause Warner Bros Gamble Now

Maverick, Don't Do It: Ellison's Warner Bros. Gamble Is a Mission He Should Abandon (For Now...) $PSKY $WBD $NFLX https://t.co/EkRaklKyol

By Rich Greenfield
Paramount Must Exceed $35 to Secure WBD Acquisition
Social•Feb 17, 2026

Paramount Must Exceed $35 to Secure WBD Acquisition

Why Paramount needs to bid north of $35 to win Warner Bros. Discovery $WBD $PSKY $NFLX The LightShed Podcast, Ep. 301. With @BrandoLightShed and @WaltLightShed https://t.co/x9YASRJ98h

By Rich Greenfield
YouTube TV $65 Sports Bundle Could Accelerate Cord‑Shaving
Social•Feb 9, 2026

YouTube TV $65 Sports Bundle Could Accelerate Cord‑Shaving

⚡️ $65 YouTube TV Sports Bundle Set to Accelerate Cord-Shaving ⚡️ $GOOGL Over the last few months, investors have started to question whether multichannel video industry sub losses are starting to bottom out, particularly as...

By Rich Greenfield