Not to sound like a broken record, but we’ve been arguing for a while that shoppable ad tech will drive significant innovation – and revenue – over the next few years. But that doesn’t mean that consumers will immediately change their behavior and commonly “interact” with ads. Such shifts take time. It’s clear, however, that …
Everyone knew it was coming, and this week Charter officially inked a deal to acquire its largest shareholder Liberty Broadband in an all-stock agreement that buys Liberty’s 26% stake at a 5.2% discount to Class C shares’ last closing price. In addition, Charter will take on roughly $2.6 billion in debt. The deal should greatly …
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The movement toward widespread “shoppable ads” continues with this week’s expansion of Roku’s partnership with Instacart as Roku chases what it describes as “high-intent customers.” As QR code ads have gradually gained acceptance, the industry has been waiting for more sophisticated interactivity that could ease the customer conversion process and ultimately enable platforms to get …
No one on the distribution or content side of the industry wants piracy. It’s a bad look, and it hurts the entire value chain that depends on consumers paying for what they watch (or at least watching ads). That’s why this week’s announcement by the Motion Picture Association’s enforcement group, the Alliance for Creativity and …
The cable and satellite cash machine that once dominated the media landscape thrived on one principle: Bundling. Fast forward to today, and the bundle is back. But it’s a new, different model that remains in flux as competitors figure out how to organize what used to be a simple “expanded basic” package centered around one …
The deal terms (but far from closure) of the $8 billion Paramount Global-Skydance Media merger finally got signatures this week, ending a long and somewhat arduous negotiation that had more ups and downs than a theme-park rollercoaster. Ironically, Paramount doesn’t have a theme park yet, but we digress. Skydance will pay $2.4 billion for Shari …
As the proliferation of smart TVs continues, it may be that dominating the last yard to the customer through the screen itself carries more value than all the dongles, set-top boxes, and streaming devices combined. That’s part of the reason that many companies not traditionally in the smart TV business such as Comcast, Roku, Amazon …
When Charter and Disney struck a carriage deal in September after a 10-day blackout, many focused on Disney’s eight dropped channels (including Freeform and Disney Jr.) and the novelty of higher-tier Charter video subscribers getting free access to Disney+ and/or ESPN+. But eagle-eyed observers who read the press release recall a buried bullet that stated: …
A lot of buzz this week about Apple’s plans around artificial intelligence, with many supposed insiders predicting a big generative AI announcement at Apple’s upcoming Worldwide Developers Conference on June 10. To be sure, grand rumors swirl around the WWDC about this time every year, fueled largely by Apple fans’ wishful thinking, along with some …
