CNBC Predicts Major Revenue Hikes for NFL Broadcasters
đ¨đ 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
âĄď¸ Roku to Breakout Platform Revenue for the 1st Time Ever âĄď¸ 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
âĄď¸ Netflix Will Use AI to Increase the Velocity of Content Creation âĄď¸ $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
âĄď¸ Premium-Priced AI Tier Coming to @Spotify âĄď¸ $SPOT Spotify will transform from AI loser to AI winner over the course of 2026 https://t.co/DgqxhetIEf
Discounting Wonât 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 OverâAir 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 teamâs 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) â $PSKY + $WBD 2021: (Bottom) â WarnerMedia+Discovery https://t.co/qQblRU5byq https://t.co/nR1QFgHVJU
Rare Asset May Not Return Soon, Says Sarandos
đŻ 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 Paramountâs Potential WalkâAway Offer?
âĄď¸ Would Netflix Be Attacking Paramountâs Backers if They Were About to Walk Away? âĄď¸ Everyone is asking us the same question: will @Netflix match if the @wbd Board determines @Paramountâs ârevised proposalâ from earlier today is a âCompany 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 CordâShaving
âĄď¸ $65 YouTube TV Sports Bundle Set to Accelerate Cord-Shaving âĄď¸ $GOOGL Over the last few months, investors have started to question whether multichannel video industry sub losses are starting to bottom out, particularly as...