Netflix Claims Cheapest Per‑hour Streaming Value in US
Netflix clearly flexing their long-term pricing power $NFLX "we think we are delivering one of the best entertainment values that has ever existed…in the US right now, Netflix subscribers are paying the least per hour of viewing compared to other SVOD offerings...in some cases, you'd have to pay 2x per hour to get a competitive service."
NFL Treats YouTube as Free TV, Ignoring Regulators
NFL to Critics: YouTube Is Free TV. Deal With It. Assuming today’s YouTube licensing of five games news is accurate, it clearly illustrates that the NFL is not terribly concerned by the FCC inquiry, what appears to be a narrow DoJ...
Netflix's $72B Warner Bid Missed, Earnings Loom
The $72 Billion Netflix Question Facing Netflix Heading into Q1 2026 Earnings Tonight $NFLX You were prepared to a write a $72 billion cash check to acquire Warner Bros. studio and HBO up until last month when you got outbid and...
Netflix's $72B Valuation Question Dominates Q1 2026 Earnings
The $72 Billion Netflix Question Plus Nine Others for Q1 2026 Earnings $NFLX @netflix https://t.co/3nKlgv6ioW
Snap's Cost Cuts First, Growth Now Powered by Subscriptions
⚡️ $SNAP Rightsizing Cost Structure is Important 1st Step, but What About Engagement and Specs? ⚡️ SNAP also disclosed Q1 revenue growth of 12%…However, the growth is coming from Snap+ subscriptions, with the core advertising business likely… https://t.co/1NDtoN6T2v
Snap Must Cut Costs, Yet Boost Engagement
Snap should slash cost structure, no activist required, but can it grow engagement? $SNAP The LightShed Podcast, Ep. 308. With @BrandoLightShed and @WaltLightShed https://t.co/S37PMFGrq1
EchoStar's Sling Beats ESPN DTC Price by 33%
⚡️ EchoStar’s Sling Undercuts ESPN DTC Pricing by 33% ⚡️ $DIS $SATS Disney/ESPN are already in litigation - unclear if this will further inflame the relationship https://t.co/UQYCc1M5nb
Judge's Injunction Threatens Nexstar‑Tegna Merger Completion
⚡️ The Big Chill: How Judge Nunley’s Injunction Could Ice Broadcast M&A ⚡️ $NXST Given the harshness of Nunley’s March 28th Temporary Restraining Order, we believe the most likely outcome will be a preliminary injunction barring Nexstar and Tegna from...
Paramount to Grant 10-Year Warrants to PSKY B Shareholders
⚡️ Clearing Up the Paramount Equity Syndication for WBD Confusion ⚡️ $PSKY $WBD Concurrent with closing, Paramount will issue a 10-year warrant to all existing public PSKY Class B shareholders representing... https://t.co/xBIFsn2ogd
Disney+ Must Add Fresh Content Beyond Sora
Sora or no Sora, Disney+ needs a lot more fresh content $DIS @OpenAI The LightShed Podcast, Ep. 307. With @BrandoLightShed and @WaltLightShed https://t.co/N2bEzJBhN5
Disney Launches Discounted After‑2 Pm Tickets
⚡️ Disney Brings Back Discounted Partial Day Tickets at Walt Disney World ⚡️ Earlier today, Disney announced “Walt Disney World Announces ‘After 2pm’ Summer Ticket Offer,” with discounted 2-day and 3-day tickets for entry after 2 pm... $DIS https://t.co/BpHx809SVO
Amazon Aims to Win the Ad Game
Amazon is playing to win in advertising $AMZN The LightShed Podcast, Ep. 306. With @BrandoLightShed and @WaltLightShed https://t.co/Pzx5rhEa8x
Paramount’s Survival Hinges on NFL Deal
The NFL isn’t a negotiation for Paramount, it’s survival $PSKY The LightShed Podcast, Ep. 306. With @BrandoLightShed @WaltLightShed https://t.co/JApfPb4aWI
Colbert's New Film for Paramount, the Show‑Canceling Studio
Oh the irony of Colbert ultimately creating a movie for Paramount, who cancelled his show...
CBS News Cuts Highlight Profitless Retrans Model
The irony of the $PSKY CBS news cuts are that news does not drive retrans and should be sold or shuttered entirely to help fund NFL costs CBS already shuttered late night, news should be next to go - makes you...
