Fox Doubles Leverage, Controls Roku App Distribution
🔥 Fox just doubled its leverage. Negotiating FOX, Fox News and FS1 carriage with YouTube TV, DirecTV or Spectrum? Fox now also controls their app distribution on Roku. Good luck saying no to Fox. $FOXA $ROKU https://t.co/nkmVX6Jltq
Murdoch's Fox Takes Roku, Threatening All SVOD Apps
Fox buys Roku. $ROKU soars $14 to $160 in nine years. The most powerful gatekeeper in streaming is now a Murdoch asset, and every SVOD app should be nervous. Why it happened and what’s next… $FOXA https://t.co/nkmVX6Jltq
Streaming's Gatekeeper Battle: 7 Suitors, Missed Buyer
Everyone keeps asking who buys Roku. The real question: who becomes streaming’s gatekeeper? We break down 7 suitors and why the one that should buy it already blew its shot. 👇 $ROKU https://t.co/DivSXJixB0
NFL's Partner Fear Locks Deals Through 2033
Netflix wants more NFL. YouTube wants more than Sunday Ticket. Congress is whining. None of it matters. The NFL's ultimate leverage is its partners' fear of change, and we think every deal gets locked in through 2033 by the end...
Walmart's DSP Surge Proves Ad Market Is Heating Up
🚨 Walmart embracing more and more DSPs.... Remember when Trade Desk's Jeff Green said the landscape was not getting more competitive 🤣🤣🤣
Google's Equity Raise May Signal Market Peak
Is Google's equity raise a sign of the top? $GOOGL The LightShed Podcast, Ep. 317. With @BrandoLightShed and @WaltLightShed https://t.co/YGzfBCjvWl
Peacock Outpaces Disney+ in Immersive Streaming Vision
Disney talks about Disney+ becoming the company’s “immersive, interactive digital centerpiece,” but Peacock is actually far further along in realizing that vision. $CMCSA $DIS https://t.co/kNQiaFJdFI
Peacock Reinvents Mobile Streaming with In‑App Microdramas
Love Me, Bite Me, Watch Me Vertically: Peacock Is Reinventing the Mobile Streaming App Open the @Peacock app on your phone right now. Microdramas licensed from ReelShort sit natively inside the app... $CMCSA https://t.co/kNQiaFJdFI
Walmart Shifts to Yahoo DSP for Data‑Driven Efficiency
⚡️ Walmart Diversifying Away from Trade Desk with Yahoo DSP ⚡️ $WMT $TTD Yahoo’s DSP is leveraging significant first-party data spanning e-mail, fantasy sports, news, and finance to deliver both cost efficiency and measurably better performance for advertisers... https://t.co/qA5qVkWmlk
Reserved Ticket Access May Boost Spotify Paid Subscriptions
Will “reserved” access to tickets drive more Spotify users to upgrade to the paid tier? $SPOT The LightShed Podcast, Ep. 315. With @BrandoLightShed and @WaltLightShed https://t.co/j0SCTLR5fi
Baywatch: From One-Season Cancellation to Syndication Icon
Did not know Baywatch was cancelled after its first season on NBC 1989-1990 Went onto to become biggest syndicated series of all-time Now being rebooted onto Fox $FOXA https://t.co/GzxQajJ48A
Amazon Owns Full‑Funnel Advertising with Proprietary Data
Two upfronts in… Both highlighted “Full Funnel” advertising and we are not yet at Amazon that owns the phrase leveraging a wealth of proprietary outcome data Here is how Amazon explains Full Funnel advertising https://t.co/QZkAa6yZ05
Lachlan Murdoch Debuts Live at Fox Upfront Pitch
🔥 1st time Fox’s Lachlan Murdoch has ever taken the stage to kickoff their upfront pitch to advertisers $FOXA @21CF https://t.co/GecQ4tcGKf
Fox Adds NFL Games; Netflix Poised for Remaining Slots
⚡️ Fox Adding NFL Games, but What Happened to YouTube? ⚡️ $FOXA So four NFL games remain to be licensed out, with at least two expected to go to Netflix and potentially one each to… https://t.co/RL3MGzkiDX
Vertical Video Emerges as $50B Rival to Netflix
On this week’s LightShed Live, we sat down with @hernanlopez to talk vertical video, what he sees as a third audiovisual language, distinct from TV and film. The market is already enormous in ways that should stop every media executive...