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
CNBC Predicts Major Revenue Hikes for NFL Broadcasters
🚨🏈 CNBC reporting BIG increases coming to existing NFL broadcasters as we talked about last week on The LightShed Podcast https://t.co/xVYAmLvGDq
Ellison and Paramount's Decisive Move Reveals Winning Strategy
The one BIG move that will tell us if Ellison and Paramount are playing to win. $PSKY $WBD $AMZN The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/YJZW8CaF1O
Paramount Aims to Challenge Netflix as Daily Streaming Hub
Game of Streams: David Ellison's Plan to Compete with Netflix called Paramount+HBO Paramount wants to be more than a survivor in the streaming wars. It believes it can catapult itself into a daily use streaming platform that can compete head-on...
David Ellison Shows Success Where Others Failed
David Ellison is out prove he can succeed where others have failed $PSKY $WBD The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/Bs2ZMjBSA8
Roku to Disclose Platform Revenue Segments for First Time
⚡️ Roku to Breakout Platform Revenue for the 1st Time Ever ⚡️ Investors have been asking @Roku to breakout the components of platform revenue for as long as we can remember. Earlier today, at an investor conference, $ROKU CFO, Dan Jedda,...
2026 Box Office 27% Lower, Attendance Drops Over 50%
2026 box office is 27% below pre-pandemic 2019 with attendence (butts in seats) down well over 50% https://t.co/Ad0ElorHUv
Netflix Leverages AI to Accelerate Content Production
⚡️ Netflix Will Use AI to Increase the Velocity of Content Creation ⚡️ $NFLX @netflix released a short five minute explainer video with InterPositive founder and actor Ben Affleck, Netflix Chief Content Officer Bela Bajaria, and Netflix Chief Product and...
Spotify Launches Premium AI Tier, Becoming 2026 AI Winner
⚡️ Premium-Priced AI Tier Coming to @Spotify ⚡️ $SPOT Spotify will transform from AI loser to AI winner over the course of 2026 https://t.co/DgqxhetIEf
Discounting Won’t Drive Growth; Disney+ Needs New Content
Discounting is NOT a growth strategy @DisneyPlus and @hulu are starved for fresh content $DIS https://t.co/gVtGO3UCZZ
Paramount+ Falls Short on Content and Technology
"Nobody wakes up in the morning and goes, 'Oh, let me go see what's on @paramountplus' the way they check out what's on @YouTube or what's on @netflix," Greenfield said. "I think he is, directionally, spot-on," said media analyst Rich Greenfield...
NFL's Free Over‑Air Access Sparks Broadcast TV Backlash
Why is the @NFL, the Most Broadcast Friendly League, Under Attack by Broadcast TV Advocates? "the overwhelming majority of NFL games ARE ON broadcast and, more importantly, EVERY single NFL game is available over-the-air in each team’s local market [for free]" $CMCSA...
Trade Desk Faces Growing Threat From Amazon
If Trade Desk has not felt rising competition yet, just wait. $TTD $AMZN The LightShed Podcast, Ep. 303. With @BrandoLightShed and @WaltLightShed https://t.co/CI8LQ71sUY
NFL Boosts Rights Revenue Without Dropping Current Partners
The NFL will generate more money from its rights, without replacing existing partners. $FOXA $PSKY $DIS $CMCSA $AMZN The LightShed Podcast, Ep. 303. With @BrandoLightShed and @WaltLightShed https://t.co/87a3KpxJEZ
Legacy Streamers Stuck on Repackaged Old Content
This is the problem with all legacy media streaming services - will be fascinating to see if David Ellison & team can change this narrative at $PSKY
Paramount Poised to Outshine Warner Bros Discovery
Tale of Two Slide: Can Paramount Suceeed where Warner Bros Discovery Failed? Today: (Top) — $PSKY + $WBD 2021: (Bottom) — WarnerMedia+Discovery https://t.co/qQblRU5byq https://t.co/nR1QFgHVJU
Rare Asset May Not Return Soon, Says Sarandos
💯 Priceless quote from Ted Sarandos ending his post-mortem interview with @Lucas_Shaw Lucas: "If you feel like this is a rare asset, that also means that an asset like this may not come up again anytime soon, right?" Ted: "Possibly. Or...
Paramount's UFC Deal Returns Fights to HBO
Paramount boss David Ellison confirms their @ufc agreement enables them to put fights on @HBO, sorta brings HBO back to its fighting roots @BrandoLightShed $PSKY $WBD https://t.co/Dph8xQXjcP
Anderson Cooper Quits 60 Minutes, Then Returns to Same Team
So @andersoncooper quits 60 minutes over dissatisfaction with new ownership and now works for the same team again https://t.co/pyHkrAMNUP
FCC Chair Warns on Sports Shift, May Sue Network
FCC Chair Unfiltered: Protecting Local News, Sports on Broadcast TV and May Sue a Network @BrendanCarrFCC did not hold back in a wide-ranging, must-watch conversation with @semaforben yesterday. The interview came shortly after Carr issued an FCC Public Notice seeking...
CEO Remains Bullish as Shares Plunge 70%
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
Will Netflix Counter Paramount’s Potential Walk‑Away Offer?
⚡️ Would Netflix Be Attacking Paramount’s Backers if They Were About to Walk Away? ⚡️ Everyone is asking us the same question: will @Netflix match if the @wbd Board determines @Paramount’s “revised proposal” from earlier today is a “Company Superior...
YouTube Joins TV Giants, Yet Critics Dismiss Competition
State of the Union Tonight airing on ABC, CBS, NBC, FOX, CNN, Fox News, MS Now & YouTube and yet people still say YouTube does not compete with TV...
Netflix Vs. Paramount: The Ongoing War for Warner Bros Discovery
Coming up on @SquawkCNBC talking neverending battle for $WBD btwn $NFLX and $PSKY with @andrewrsorkin @BeckyQuick @JoeSquawk
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
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
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...
