Disney's YouTube TV Remarks Spark Industry-Wide Questions
Disney’s @YouTubeTV Comments Raise Important Questions for Industry Peers $DIS $FOXA $PSKY $WBD $VSNT https://t.co/EWjwTlZxDb
Spotify Prepares Major AI Product Launch Soon
Spotify’s major AI product push is coming…soon. $SPOT The LightShed Podcast, Ep. 312. With @BrandoLightShed and @WaltLightShed https://t.co/408wSPk8by
Gen Z Now Makes up over Half of Pinterest Users
While @Pinterest has long talked about Gen Z being its fastest growing demographic, what is NOT getting enough attention now is that Gen Z users represent over 50% of its 600 million monthly active users. $PINS aging down has meaningful...
Paramount+ Strategy: Path to Streaming Leadership
How Does Paramount+ Become a Streaming Industry Leader? + three other questions for $PSKY https://t.co/2FaqAGBFq4
Paramount+ Viewership Stagnates Despite CEO’s Growth Promises
The Four Paramount Questions We Want David Ellison to Answer Tonight Back in August 2025, PSKY CEO David Ellison laid out his vision for Paramount to be “a fast-growing DTC offering that we expect will be a leading, global streaming...
Reddit Conversations Fuel Next‑Gen Internet Innovation
"Reddit’s conversations are like oil for the modern internet: a foundational resource powering the next generation of technology." -- Steve Huffman, Co-Founder of @Reddit $RDDT https://t.co/AbKCIK1ceb
Hollywood's Vertical Video Push Misses Bigger Mobile Opportunity
Honey, We Shrunk the Screen: Hollywood's Vertical Video Strategy Is Dead Wrong We believe the strategy behind almost all of these [new vertical video] products, including Netflix, is dead wrong and misses the far larger opportunity in mobile vertical video...
Roku's New Home Screen Boosts Ads and Subscriptions
Roku’s content forward home screen will drive ads and subscriptions $ROKU The LightShed Podcast, Ep. 311. With @BrandoLightShed and @WaltLightShed https://t.co/IzuCFFHsaP
Disney's Late‑Night TV Under Scrutiny Amid Leadership Test
“It will be very interesting to see how Josh [D’Amaro] navigates this — does he show a willingness to confront some really tough decisions,” said Rich Greenfield, a founder of LightShed Partners... “I hope this catalyzes deeper discussions about what...
Meta's AI Assistant Signals Upcoming SMB Product Launch
Is Meta’s AI business assistant foreshadowing a much bigger AI for SMB product launch? $META The LightShed Podcast, Ep. 311. With @BrandoLightShed and @WaltLightShed https://t.co/SVn7X8C8Xs
When Will Meta Finally Enter Major AI Battles?
Our One Big Meta AI Question for Mark Zuckerberg Tonight $META has always been about copying what is working elsewhere and improving on what others have built. The only question is when does Meta attack these two massive AI...
New Roku Home Screen Could Boost Q1 Growth
Five Strategic Questions for Roku's Q1 2026 Earnings Call $ROKU #1 How Will New Home Screen Accelerate Growth? Roku has been actively beta testing a new home screen that it plans to launch widely later this year... https://t.co/zh5OcdbwBL
Quality Impressions Cost More, Even for Buyers
Jeff Green @TheTradeDesk $TTD at Possible Conf @PossibleEvent: “We are representing the buyer. We are trying to find the very best impressions at the lowest price on behalf of this buyer. But we recognize that quality often takes more money....
Broadcast Networks Should Prioritize NFL Over Entertainment?
Should Broadcast Networks Scrap Entertainment Programming? Broadcast TV = Sports or More Specifically @NFL 🏈🏈🏈 https://t.co/QGAFvtVgGb
Hastings' Board Exit May Signal Confidence in Netflix
Does Reed Hastings stepping down from Netflix board signal confidence? $NFLX The LightShed Podcast, Ep. 310. With @BrandoLightShed and @WaltLightShed https://t.co/pD4lVXS0q3
Disney Calls for Long-Term Strategic Questions Ahead of Q2 Earnings
Five Long-Term Strategic Questions for Disney's Fiscal Q2 2026 Earnings Disney is refreshing its approach to earnings calls by seeking analysts’ long-term strategic questions for management to address on its upcoming earnings call $DIS https://t.co/IW73Ij7i75
Snapchat's Growth Hacking Sparks DAU and Engagement Concerns
⚡️ Snapchat Growth Hacking Raises Concerns on DAUs/Engagement ⚡️ $SNAP Ever since becoming a public company, Evan Spiegel, Snap’s Co-Founder, has been critical of growth hacking... https://t.co/cUVqO01ZFu
AI Bots Turning Elections Into Whack‑a‑mole Reality Test
The rise of AI social media accounts trying to influence humans and elections feels like a losing game of whack-a-mole. What is real is going to a be a major challenge for everyone (and AI video is not even...
Court Blocks Nexstar's Tegna Integration with Injunction
As expected the court ordered a preliminary injunction preventing the integration @NXSTMediaGroup with ALREADY acquired Tegna. $NXST 👇👇👇
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...
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...
NFL Funding Forces Unpopular Cuts to Existing Programming
Making the hard, unpopular decisions that MUST be made 👏👏 @bariweiss $PSKY Paying for the NFL means a lot of existing money losing programming needs to be shuttered
Warner Bros Buyers Reg
Everyone Who Buys Warner Bros Regrets It, Why Does Paramount Believe it Can Succeed? $PSKY $WBD thanks for having me on @reckless @DecoderPod https://t.co/Tr5j2627y7
RDDT Poised to Become a Top AI Winner
We have said and we will say it AGAIN $RDDT is going to be one fo the biggest AI winners
Analyst Urges Disney to Ditch Linear TV Distraction
"We view linear TV as a distraction for D'Amaro and not where we, nor investors, want to see Disney allocating capital and resources," Greenfield wrote. Media analyst Rich Greenfield of Lightshed Partners, who for years implored Disney to get out of...
TradeDesk Likened to Ryanair, Charging for Every Breath
"TradeDesk is the Ryanair of the programmatic world, won't be long before they charge you for breathing next to someone logged into Kokai" $TTD as seen on @Reddit 🤣🤣🤣
Oscar Viewership Has Halved in Three Decades
Amazing how many people are triggered by my dumping on Oscar ratings yet this viewership chart says it all 1996 - 45 million 2006 - 36 million 2016 - 34 million 2026 - 18 million
Three Bold Moves Needed to Revive Disney Stock
Will Disney CEO Josh D'Amaro Do What Iger and Chapek Would Not? $DIS We believe there are three bold moves that D’Amaro must make to reinvigorate Disney’s lackluster stock price performance over the past decade… https://t.co/caZGmSaw6j
Own the TV OS, Control the Consumer Journey
"there is tremendous power in owning a consumer’s journey from the moment he or she powers up the TV, to the content that’s displayed, to what they end up watching." “If I were David Ellison, I would have bought Roku,” Greenfield...
Disney Appoints Ex‑Google Product Chief to Lead Streaming
🔥 The most interesting/exciting part of Disney's leadership reorg that is not getting talked about is that former Google/YouTube chief product officer Adam Smith has been elevated to co-head of Disney's DTC businesses. Placing a tech/product person, without legacy...
NFL Rights Deal $1B More for 2033 Certainty
What's $1 Billion More, if NFL Certainty Through 2033 is of Paramount Importance? Ultimately, each NFL media rights partner will have to decide whether they can envision life without the NFL beginning in 2030 (TLDR: doubt it) https://t.co/sBcrU0H3Og
Age‑prediction Flaw Mislabels 12% of Minors as Adults
🚨 That age prediction error rate sounds a tad problematic doesn’t it?? “One issue the company is tackling: its new age-prediction system aimed at keeping minors from having adult-themed chats was at one point misclassifying minors as adults about 12% of...
Snap Leverages Nvidia to Slash Google Cloud Costs
$SNAP shoutout at #GTC from Jensen on-stage for utilizing @nvidia to bring down Google Cloud costs https://t.co/HkgyO7MNW3
Oscars Ignore 20-Year Box Office Decline Trend
😱😱 The Hollywood Horror story that nobody talked about at the #oscars last night Year-to-date box office through mid-march last 20 years... https://t.co/pbmX0QAaT4
Iger's Final Exit Highlights Legacy Media Struggles
Disney announced Bob Iger's return to the CEO seat on November 21, 2022 and $DIS shares closed that day at $97.58. Iger is set to leave the Disney CEO seat for the last time this Wednesday. Legacy media is hard... https://t.co/sKLyHF0iVo
Trump Claims Paramount-Discovery Merger Already Finalized
Looks like Trump already views Paramount's acquisition of Warner Bros Discovery as a done deal based on this infographic he shared on Truth Social https://t.co/xUKYoMv9hq
Oscars' Biggest Buzz: Streaming Film's Song Outshines Theaters
Ironic that most engaging crowd moment of the #oscars was for a song from a film made for streaming, not theaters #Golden @netflix https://t.co/2xkCMrlucy